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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC COM | $24.35万 | 0.10% | 2,150 | -62 | -2.8% | -$7,022 | 减仓 |
| INTC | INTEL CORP COM | $24.27万 | 0.10% | 1,738 | 1,738 | — | $24.27万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $23.84万 | 0.10% | 2,042 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $22.50万 | 0.09% | 5,315 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $21.54万 | 0.09% | 905 | 905 | — | $21.54万 | 新建仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $21.52万 | 0.09% | 3,097 | 0 | 0.0% | — | 重新持有 |
| XLSR | STATE STREET US SECTOR ROTATION ETF | $21.43万 | 0.09% | 3,304 | 3,304 | — | $21.43万 | 新建仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $20.39万 | 0.08% | 4,177 | 4,177 | — | $20.39万 | 新建仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $20.16万 | 0.08% | 386 | 386 | — | $20.16万 | 新建仓 |
| — | KKR INCOME OPPORTUNITIES FD COM | $14.57万 | 0.06% | 12,938 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -13,103 | -100.0% | -$222.31万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $0 | 0.00% | 0 | -371 | -100.0% | -$25.31万 | 清仓 |