Plotkin Financial Advisors, LLC
CHEVY CHASE MD · SEC CIK 0001826394
$2.41亿2026Q2 申报市值
110持仓数
54.8%前十大占比 · 第一大 9.5%
11 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$179.51万
SOXL 新建仓+$72.12万
JPST 加仓+$66.37万
FTSM 新建仓+$43.51万
MU 新建仓+$34.97万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$222.31万
SMH 减仓-$190.27万
SSO 减仓-$61.14万
FAD 减仓-$59.09万
FTCS 减仓-$45.54万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2,283.44万 | 9.48% | 61,708 | -328 | -0.5% | -$12.14万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $2,200.31万 | 9.13% | 33,547 | -2,901 | -8.0% | -$190.27万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,727.70万 | 7.17% | 23,461 | 239 | 1.0% | $17.60万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1,565.94万 | 6.50% | 193,183 | 2,546 | 1.3% | $20.64万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $1,081.04万 | 4.49% | 120,316 | 412 | 0.3% | $3.70万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,029.58万 | 4.27% | 43,511 | 497 | 1.2% | $11.76万 | 加仓 |
| AAPL | APPLE INC COM | $839.80万 | 3.48% | 29,022 | 65 | 0.2% | $1.88万 | 加仓 |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $834.09万 | 3.46% | 41,711 | -2,955 | -6.6% | -$59.09万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $833.85万 | 3.46% | 164,890 | 13,124 | 8.6% | $66.37万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $812.19万 | 3.37% | 10,876 | 48 | 0.4% | $3.58万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $628.62万 | 2.61% | 44,303 | -1,003 | -2.2% | -$14.23万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $620.52万 | 2.57% | 18,100 | -819 | -4.3% | -$28.08万 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $563.88万 | 2.34% | 60,038 | -4,849 | -7.5% | -$45.54万 | 减仓 |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $435.95万 | 1.81% | 79,135 | 25 | 0.0% | $1,377 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $405.55万 | 1.68% | 15,320 | -739 | -4.6% | -$19.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $393.12万 | 1.63% | 19,647 | 121 | 0.6% | $2.42万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $355.66万 | 1.48% | 26,431 | -905 | -3.3% | -$12.18万 | 减仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $322.01万 | 1.34% | 9,621 | -42 | -0.4% | -$1.41万 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $317.56万 | 1.32% | 69,488 | 2,789 | 4.2% | $12.75万 | 加仓 |
| SSO | PROSHARES ULTRA S&P 500 | $313.48万 | 1.30% | 46,524 | -9,074 | -16.3% | -$61.14万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $274.91万 | 1.14% | 26,444 | -518 | -1.9% | -$5.39万 | 减仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $241.51万 | 1.00% | 11,118 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $240.28万 | 1.00% | 81,645 | 541 | 0.7% | $1.59万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $204.70万 | 0.85% | 5,728 | 257 | 4.7% | $9.18万 | 加仓 |
| AMZN | AMAZON COM INC COM | $198.78万 | 0.82% | 8,340 | 207 | 2.5% | $4.93万 | 加仓 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $191.02万 | 0.79% | 32,658 | -118 | -0.4% | -$6,902 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $180.67万 | 0.75% | 5,298 | -60 | -1.1% | -$2.05万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $179.51万 | 0.74% | 13,130 | 13,130 | — | $179.51万 | 新建仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $178.57万 | 0.74% | 28,589 | -3,731 | -11.5% | -$23.30万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | $153.64万 | 0.64% | 127,711 | -3,726 | -2.8% | -$4.48万 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $149.32万 | 0.62% | 50,790 | 4,642 | 10.1% | $13.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $146.89万 | 0.61% | 10,017 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $133.08万 | 0.55% | 23,562 | -742 | -3.1% | -$4.19万 | 减仓 |
| ORCL | ORACLE CORP COM | $132.79万 | 0.55% | 9,060 | 28 | 0.3% | $4,104 | 加仓 |
| MRK | MERCK & CO INC COM | $130.18万 | 0.54% | 10,131 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $128.01万 | 0.53% | 4,552 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $125.14万 | 0.52% | 1,822 | 20 | 1.1% | $1.37万 | 加仓 |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X ETF | $119.53万 | 0.50% | 5,180 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $116.04万 | 0.48% | 25,930 | -454 | -1.7% | -$2.03万 | 减仓 |
| LLY | ELI LILLY & CO COM | $115.62万 | 0.48% | 964 | 6 | 0.6% | $7,197 | 加仓 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $107.70万 | 0.45% | 6,748 | -8 | -0.1% | -$1,277 | 减仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $106.96万 | 0.44% | 55,446 | 7,210 | 14.9% | $13.91万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $105.45万 | 0.44% | 2,827 | 220 | 8.4% | $8.21万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $94.27万 | 0.39% | 2,668 | 17 | 0.6% | $6,007 | 加仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $90.90万 | 0.38% | 20,645 | -1,882 | -8.4% | -$8.29万 | 减仓 |
| META | META PLATFORMS INC CL A | $89.84万 | 0.37% | 1,595 | 21 | 1.3% | $1.18万 | 加仓 |
| — | PROSHARES ULTRA DOW30 | $82.50万 | 0.34% | 12,589 | -1,735 | -12.1% | -$11.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $82.11万 | 0.34% | 3,233 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $76.22万 | 0.32% | 1,312 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $72.18万 | 0.30% | 8,011 | 217 | 2.8% | $1.96万 | 加仓 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $72.12万 | 0.30% | 2,704 | 2,704 | — | $72.12万 | 新建仓 |
| SPHB | INVESCO S&P 500 HIGH BETA ETF | $69.02万 | 0.29% | 4,436 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $67.58万 | 0.28% | 5,775 | 60 | 1.0% | $7,021 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $66.90万 | 0.28% | 1,337 | 311 | 30.3% | $15.56万 | 加仓 |
| KO | COCA COLA CO COM | $65.09万 | 0.27% | 8,009 | 0 | 0.0% | — | 不变 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $63.00万 | 0.26% | 10,509 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $59.01万 | 0.24% | 7,140 | 495 | 7.4% | $4.09万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $57.03万 | 0.24% | 3,357 | 398 | 13.5% | $6.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $54.27万 | 0.23% | 1,658 | 109 | 7.0% | $3.57万 | 加仓 |
| HD | HOME DEPOT INC COM | $52.78万 | 0.22% | 1,496 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $51.44万 | 0.21% | 2,071 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $50.49万 | 0.21% | 10,142 | 942 | 10.2% | $4.69万 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $50.17万 | 0.21% | 8,918 | -221 | -2.4% | -$1.24万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $48.88万 | 0.20% | 10,146 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $48.82万 | 0.20% | 1,625 | 98 | 6.4% | $2.94万 | 加仓 |
| V | VISA INC COM CL A | $48.52万 | 0.20% | 1,414 | 61 | 4.5% | $2.09万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $47.62万 | 0.20% | 5,425 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $47.60万 | 0.20% | 5,254 | 84 | 1.6% | $7,610 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $44.72万 | 0.19% | 5,659 | 600 | 11.9% | $4.74万 | 加仓 |
| USD | PROSHARES ULTRA SEMICONDUCTORS | $44.59万 | 0.19% | 4,277 | -463 | -9.8% | -$4.83万 | 减仓 |
| BX | BLACKSTONE INC COM | $44.47万 | 0.18% | 3,779 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $43.51万 | 0.18% | 7,284 | 7,284 | — | $43.51万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $42.23万 | 0.18% | 1,037 | -20 | -1.9% | -$8,145 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $41.19万 | 0.17% | 1,699 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $36.88万 | 0.15% | 2,278 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $35.58万 | 0.15% | 1,052 | 148 | 16.4% | $5.01万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $34.99万 | 0.15% | 6,855 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $34.97万 | 0.15% | 303 | 303 | — | $34.97万 | 新建仓 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL | $33.93万 | 0.14% | 8,300 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $32.98万 | 0.14% | 2,304 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $32.48万 | 0.13% | 2,551 | -32 | -1.2% | -$4,075 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $32.48万 | 0.13% | 5,222 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $31.95万 | 0.13% | 1,725 | 275 | 19.0% | $5.09万 | 加仓 |
| MCO | MOODYS CORP COM | $31.79万 | 0.13% | 702 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CL A | $31.27万 | 0.13% | 18,000 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $30.90万 | 0.13% | 1,255 | 1,255 | — | $30.90万 | 新建仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $30.19万 | 0.13% | 5,776 | -92 | -1.6% | -$4,808 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $29.64万 | 0.12% | 5,278 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $29.58万 | 0.12% | 5,518 | 701 | 14.6% | $3.76万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $29.39万 | 0.12% | 6,963 | 1,384 | 24.8% | $5.84万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $28.92万 | 0.12% | 400 | 400 | — | $28.92万 | 新建仓 |
| EXC | EXELON CORP COM | $28.86万 | 0.12% | 6,191 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $28.83万 | 0.12% | 450 | -174 | -27.9% | -$11.15万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $27.62万 | 0.11% | 3,428 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $26.89万 | 0.11% | 359 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $26.81万 | 0.11% | 992 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $26.37万 | 0.11% | 2,244 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $26.08万 | 0.11% | 829 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $26.08万 | 0.11% | 5,165 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $25.13万 | 0.10% | 4,410 | 0 | 0.0% | — | 不变 |