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 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $620.52万 | 2.57% | 18,100 | -819 | -4.3% | -$28.08万 | 减仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $628.62万 | 2.61% | 44,303 | -1,003 | -2.2% | -$14.23万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $812.19万 | 3.37% | 10,876 | 48 | 0.4% | $3.58万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $833.85万 | 3.46% | 164,890 | 13,124 | 8.6% | $66.37万 | 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 |
| AAPL | APPLE INC COM | $839.80万 | 3.48% | 29,022 | 65 | 0.2% | $1.88万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,029.58万 | 4.27% | 43,511 | 497 | 1.2% | $11.76万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $1,081.04万 | 4.49% | 120,316 | 412 | 0.3% | $3.70万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1,565.94万 | 6.50% | 193,183 | 2,546 | 1.3% | $20.64万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,727.70万 | 7.17% | 23,461 | 239 | 1.0% | $17.60万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $2,200.31万 | 9.13% | 33,547 | -2,901 | -8.0% | -$190.27万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2,283.44万 | 9.48% | 61,708 | -328 | -0.5% | -$12.14万 | 减仓 |