Plotkin Financial Advisors, LLC
CHEVY CHASE MD · SEC CIK 0001826394
$1.99亿2026Q1 申报市值
100持仓数
53.4%前十大占比 · 第一大 10.0%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JPST 加仓+$112.47万
SPY 加仓+$48.39万
LMBS 新建仓+$45.83万
VTI 加仓+$41.10万
DFCF 新建仓+$23.55万
2026Q1 卖出最多 按季末市值估算
GSLC 减仓-$34.31万
PECO 清仓-$25.51万
PLYMOUTH INDL RE 清仓-$22.55万
FDL 清仓-$20.47万
RSP 清仓-$20.36万
2026Q1 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 | $1,990.18万 | 10.00% | 62,036 | 1,281 | 2.1% | $41.10万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $1,397.42万 | 7.02% | 36,448 | -102 | -0.3% | -$3.91万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,340.36万 | 6.73% | 23,222 | 211 | 0.9% | $12.18万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1,301.67万 | 6.54% | 190,637 | 2,587 | 1.4% | $17.66万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $925.08万 | 4.65% | 43,014 | 146 | 0.3% | $3.14万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $768.09万 | 3.86% | 151,766 | 22,223 | 17.2% | $112.47万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $751.56万 | 3.77% | 119,904 | 1,545 | 1.3% | $9.68万 | 加仓 |
| AAPL | APPLE INC COM | $734.92万 | 3.69% | 28,957 | 586 | 2.1% | $14.87万 | 加仓 |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $709.84万 | 3.57% | 44,666 | -240 | -0.5% | -$3.81万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $704.19万 | 3.54% | 10,828 | 744 | 7.4% | $48.39万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $601.89万 | 3.02% | 64,887 | -914 | -1.4% | -$8.48万 | 减仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $566.91万 | 2.85% | 45,306 | -2,742 | -5.7% | -$34.31万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $454.04万 | 2.28% | 18,919 | -41 | -0.2% | -$9,840 | 减仓 |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $398.79万 | 2.00% | 79,110 | 4,307 | 5.8% | $21.71万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $375.83万 | 1.89% | 16,059 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $340.53万 | 1.71% | 19,526 | -685 | -3.4% | -$11.95万 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $299.14万 | 1.50% | 66,699 | 4,079 | 6.5% | $18.29万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $298.95万 | 1.50% | 27,336 | -394 | -1.4% | -$4.31万 | 减仓 |
| SSO | PROSHARES ULTRA S&P 500 | $288.44万 | 1.45% | 55,598 | -3,088 | -5.3% | -$16.02万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $260.72万 | 1.31% | 26,962 | -415 | -1.5% | -$4.01万 | 减仓 |
| — | EXXON MOBIL CORP COM | $222.31万 | 1.12% | 13,103 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $208.70万 | 1.05% | 9,663 | -309 | -3.1% | -$6.67万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $207.95万 | 1.04% | 81,104 | 1,637 | 2.1% | $4.20万 | 加仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $181.61万 | 0.91% | 32,320 | -1,331 | -4.0% | -$7.48万 | 减仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $176.63万 | 0.89% | 11,118 | 0 | 0.0% | — | 不变 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $175.01万 | 0.88% | 32,776 | -31 | -0.1% | -$1,655 | 减仓 |
| AMZN | AMAZON COM INC COM | $169.39万 | 0.85% | 8,133 | 1 | 0.0% | $208 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | $158.51万 | 0.80% | 131,437 | 4,335 | 3.4% | $5.23万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $157.35万 | 0.79% | 5,471 | -4 | -0.1% | -$1,150 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $144.69万 | 0.73% | 10,017 | -4 | -0.0% | -$578 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $137.75万 | 0.69% | 24,304 | 1,277 | 5.5% | $7.24万 | 加仓 |
| ORCL | ORACLE CORP COM | $132.88万 | 0.67% | 9,032 | 16 | 0.2% | $2,354 | 加仓 |
| MRK | MERCK & CO INC COM | $121.87万 | 0.61% | 10,131 | 29 | 0.3% | $3,488 | 加仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $118.20万 | 0.59% | 26,384 | 744 | 2.9% | $3.33万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $117.91万 | 0.59% | 46,148 | 4,410 | 10.6% | $11.27万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $110.34万 | 0.55% | 4,552 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $107.68万 | 0.54% | 1,802 | -5 | -0.3% | -$2,988 | 减仓 |
| MSFT | MICROSOFT CORP COM | $96.50万 | 0.48% | 2,607 | 482 | 22.7% | $17.84万 | 加仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $92.56万 | 0.46% | 22,527 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $91.65万 | 0.46% | 48,236 | 3,635 | 8.2% | $6.91万 | 加仓 |
| META | META PLATFORMS INC CL A | $90.05万 | 0.45% | 1,574 | 94 | 6.4% | $5.38万 | 加仓 |
| LLY | ELI LILLY & CO COM | $88.11万 | 0.44% | 958 | 4 | 0.4% | $3,679 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $85.90万 | 0.43% | 5,358 | 478 | 9.8% | $7.66万 | 加仓 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $85.78万 | 0.43% | 6,756 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $79.03万 | 0.40% | 3,233 | 221 | 7.3% | $5.40万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $76.07万 | 0.38% | 2,651 | 11 | 0.4% | $3,157 | 加仓 |
| — | PROSHARES ULTRA DOW30 | $74.56万 | 0.37% | 14,324 | -178 | -1.2% | -$9,265 | 减仓 |
| KO | COCA COLA CO COM | $60.91万 | 0.31% | 8,009 | 49 | 0.6% | $3,726 | 加仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $59.38万 | 0.30% | 10,509 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $58.60万 | 0.29% | 7,794 | 25 | 0.3% | $1,880 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $57.83万 | 0.29% | 2,071 | 8 | 0.4% | $2,234 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $54.99万 | 0.28% | 6,645 | 44 | 0.7% | $3,641 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $54.57万 | 0.27% | 5,715 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO S&P 500 HIGH BETA ETF | $51.44万 | 0.26% | 4,436 | -214 | -4.6% | -$2.48万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $50.39万 | 0.25% | 5,425 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $49.22万 | 0.25% | 1,496 | 5 | 0.3% | $1,645 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $49.17万 | 0.25% | 1,026 | 47 | 4.8% | $2.25万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $47.72万 | 0.24% | 10,146 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $45.83万 | 0.23% | 9,200 | 9,200 | — | $45.83万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO COM | $45.57万 | 0.23% | 1,549 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $44.96万 | 0.23% | 1,057 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X ETF | $44.83万 | 0.23% | 5,180 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $43.45万 | 0.22% | 3,779 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $42.19万 | 0.21% | 9,139 | -235 | -2.5% | -$1.08万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $41.39万 | 0.21% | 5,170 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $40.90万 | 0.21% | 1,353 | 23 | 1.7% | $6,952 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $40.10万 | 0.20% | 5,059 | -181 | -3.5% | -$1.43万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $37.87万 | 0.19% | 1,527 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $37.17万 | 0.19% | 1,699 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $36.33万 | 0.18% | 2,959 | -24 | -0.8% | -$2,947 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $34.93万 | 0.18% | 6,855 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CL A | $33.98万 | 0.17% | 18,000 | -2,000 | -10.0% | -$3.78万 | 减仓 |
| MMM | 3M CO COM | $33.08万 | 0.17% | 2,278 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL | $33.00万 | 0.17% | 8,300 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US CASH COWS 100 ETF | $32.67万 | 0.16% | 5,222 | -72 | -1.4% | -$4,504 | 减仓 |
| MCD | MCDONALDS CORP COM | $30.83万 | 0.15% | 992 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $30.62万 | 0.15% | 702 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $30.35万 | 0.15% | 6,191 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $30.19万 | 0.15% | 2,304 | 38 | 1.7% | $4,979 | 加仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $28.45万 | 0.14% | 5,868 | 6 | 0.1% | $291 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $27.98万 | 0.14% | 2,639 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $27.49万 | 0.14% | 2,212 | -58 | -2.6% | -$7,208 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $27.34万 | 0.14% | 904 | 145 | 19.1% | $4.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $26.69万 | 0.13% | 1,312 | 15 | 1.2% | $3,051 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $26.68万 | 0.13% | 5,315 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $26.02万 | 0.13% | 5,165 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $25.31万 | 0.13% | 371 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $25.05万 | 0.13% | 2,583 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $24.61万 | 0.12% | 857 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $23.79万 | 0.12% | 829 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $23.78万 | 0.12% | 4,817 | 752 | 18.5% | $3.71万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $23.64万 | 0.12% | 2,042 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $23.55万 | 0.12% | 5,579 | 5,579 | — | $23.55万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $23.45万 | 0.12% | 1,450 | 150 | 11.5% | $2.43万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $23.45万 | 0.12% | 359 | 0 | 0.0% | — | 不变 |
| USD | PROSHARES ULTRA SEMICONDUCTORS | $22.73万 | 0.11% | 4,740 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $22.58万 | 0.11% | 2,244 | -400 | -15.1% | -$4.02万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $21.50万 | 0.11% | 4,410 | 160 | 3.8% | $7,800 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $20.51万 | 0.10% | 624 | 624 | — | $20.51万 | 新建仓 |
| — | KKR INCOME OPPORTUNITIES FD COM | $14.23万 | 0.07% | 12,938 | 0 | 0.0% | — | 重新持有 |