Statistik Asas
Nilai Portfolio $ 181,261,373
Kedudukan Semasa 93
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Plotkin Financial Advisors, LLC telah mendedahkan 93 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 181,261,373 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Plotkin Financial Advisors, LLC ialah Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) , Invesco QQQ Trust, Series 1 (US:QQQ) , First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (US:RDVY) , VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (US:MOAT) , and VanEck ETF Trust - VanEck Semiconductor ETF (US:SMH) . Kedudukan baharu Plotkin Financial Advisors, LLC termasuk Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (US:GSLC) , Verizon Communications Inc. (US:VZ) , Bank of America Corporation (CH:BAC) , .

Plotkin Financial Advisors, LLC - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.04 9.88 5.4514 0.8314
0.02 2.56 1.4116 0.6809
0.02 11.59 6.3930 0.6517
0.12 8.71 4.8050 0.3461
0.01 1.97 1.0865 0.3336
0.00 0.34 0.1875 0.1875
0.02 4.37 2.4127 0.1544
0.00 0.27 0.1506 0.1506
0.02 4.66 2.5685 0.1338
0.10 5.31 2.9284 0.1332
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.03 5.84 3.2222 -0.6794
0.03 2.91 1.6048 -0.6115
0.07 6.27 3.4585 -0.4678
0.12 10.83 5.9761 -0.3843
0.17 10.93 6.0275 -0.2658
0.00 0.79 0.4377 -0.2245
0.03 1.47 0.8095 -0.1991
0.00 0.00 -0.1971
0.04 8.48 4.6806 -0.1728
0.01 1.59 0.8762 -0.1683
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-08-11 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.06 0.79 17.30 11.46 9.5436 0.0014
QQQ / Invesco QQQ Trust, Series 1 0.02 5.48 11.59 24.10 6.3930 0.6517
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.17 -0.41 10.93 6.73 6.0275 -0.2658
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.12 -1.76 10.83 4.71 5.9761 -0.3843
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0.04 -0.29 9.88 31.50 5.4514 0.8314
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.12 0.10 8.71 20.09 4.8050 0.3461
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.04 1.87 8.48 7.47 4.6806 -0.1728
FAD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund 0.05 -1.19 6.70 12.14 3.6937 0.0232
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF 0.07 -3.19 6.27 -1.85 3.4585 -0.4678
AAPL / Apple Inc. 0.03 -0.36 5.84 -7.96 3.2222 -0.6794
SPY / SPDR S&P 500 ETF 0.01 5.32 5.65 16.34 3.1151 0.1310
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.10 16.64 5.31 16.76 2.9284 0.1332
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.02 -1.12 4.66 17.55 2.5685 0.1338
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund 0.02 -1.80 4.37 19.06 2.4127 0.1544
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January 0.08 1.34 3.61 8.66 1.9929 -0.0511
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF 0.03 -4.33 3.43 13.83 1.8901 0.0397
SSO / ProShares Trust - ProShares Ultra S&P500 0.03 -31.64 2.91 -19.31 1.6048 -0.6115
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 0.06 1.58 2.57 6.03 1.4175 -0.0726
NVDA / NVIDIA Corporation 0.02 47.70 2.56 115.32 1.4116 0.6809
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund 0.01 0.00 2.13 22.65 1.1744 0.1071
ORCL / Oracle Corporation 0.01 2.84 1.97 60.87 1.0865 0.3336
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.08 1.39 1.94 12.18 1.0725 0.0075
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund 0.03 -1.36 1.90 4.35 1.0459 -0.0712
PTY / PIMCO Corporate & Income Opportunity Fund 0.13 3.32 1.76 -0.62 0.9722 -0.1179
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund 0.01 0.00 1.75 18.98 0.9652 0.0612
AMZN / Amazon.com, Inc. 0.01 1.26 1.73 16.78 0.9563 0.0436
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November 0.03 -2.07 1.66 5.13 0.9160 -0.0548
PG / The Procter & Gamble Company 0.01 0.00 1.59 -6.48 0.8762 -0.1683
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.03 -10.10 1.47 -10.55 0.8095 -0.1991
XOM / Exxon Mobil Corporation 0.01 19.86 1.39 8.65 0.7693 -0.0198
IBM / International Business Machines Corporation 0.00 0.00 1.34 18.57 0.7403 0.0444
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -1.86 1.08 8.44 0.5957 -0.0163
MSFT / Microsoft Corporation 0.00 6.15 1.04 40.79 0.5733 0.1191
GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February 0.03 -2.99 1.00 2.88 0.5524 -0.0460
GOOGL / Alphabet Inc. 0.01 -0.13 0.96 13.79 0.5285 0.0110
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund 0.01 0.00 0.91 12.86 0.5041 0.0064
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF 0.03 13.77 0.84 18.58 0.4615 0.0276
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund 0.02 43.91 0.82 44.62 0.4529 0.1040
MRK / Merck & Co., Inc. 0.01 0.00 0.80 -11.81 0.4412 -0.1163
META / Meta Platforms, Inc. 0.00 -42.48 0.79 -26.37 0.4377 -0.2245
LLY / Eli Lilly and Company 0.00 0.00 0.74 -5.59 0.4103 -0.0741
DDM / ProShares Trust - ProShares Ultra Dow30 0.01 -1.04 0.73 5.97 0.4020 -0.0205
PANW / Palo Alto Networks, Inc. 0.00 5.50 0.68 26.53 0.3765 0.0449
CEG / Constellation Energy Corporation 0.00 0.00 0.67 60.24 0.3673 0.1116
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF 0.01 0.00 0.62 23.12 0.3440 0.0325
CPNG / Coupang, Inc. 0.02 0.00 0.60 36.76 0.3306 0.0609
BX / Blackstone Inc. 0.00 0.00 0.57 7.01 0.3118 -0.0129
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June 0.01 0.00 0.56 7.63 0.3112 -0.0112
KO / The Coca-Cola Company 0.01 0.00 0.56 -1.23 0.3107 -0.0398
SPGI / S&P Global Inc. 0.00 4.76 0.56 8.79 0.3075 -0.0077
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF 0.01 0.00 0.55 7.57 0.3058 -0.0115
HD / The Home Depot, Inc. 0.00 0.00 0.55 0.00 0.3055 -0.0348
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 0.03 -3.96 0.55 -2.47 0.3052 -0.0435
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares 0.01 0.00 0.48 60.07 0.2635 0.0797
GOOG / Alphabet Inc. 0.00 0.00 0.47 13.59 0.2584 0.0048
JNJ / Johnson & Johnson 0.00 0.00 0.46 -7.82 0.2538 -0.0533
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 0.01 0.00 0.46 18.80 0.2511 0.0155
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund 0.01 -1.54 0.45 -1.31 0.2502 -0.0323
SPHB / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 0.00 -3.49 0.45 20.16 0.2502 0.0184
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -0.05 0.45 8.19 0.2479 -0.0076
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.01 0.00 0.45 1.59 0.2467 -0.0244
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.01 -0.81 0.44 -0.23 0.2415 -0.0279
V / Visa Inc. 0.00 2.09 0.43 3.58 0.2396 -0.0186
JPM / JPMorgan Chase & Co. 0.00 7.27 0.43 26.71 0.2359 0.0285
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.01 -5.02 0.42 -4.34 0.2313 -0.0384
BRK.B / Berkshire Hathaway Inc. 0.00 0.00 0.39 -8.73 0.2139 -0.0474
NEE / NextEra Energy, Inc. 0.01 -1.81 0.38 -3.84 0.2078 -0.0330
MCO / Moody's Corporation 0.00 3.69 0.35 11.75 0.1943 0.0004
MMM / 3M Company 0.00 0.00 0.35 3.59 0.1913 -0.0144
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.00 0.34 0.1875 0.1875
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF 0.00 0.00 0.32 23.08 0.1768 0.0169
TJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to July 2027 0.01 -22.39 0.32 -20.65 0.1739 -0.0703
DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April 0.01 -30.68 0.31 -29.66 0.1727 -0.1014
EMR / Emerson Electric Co. 0.00 0.00 0.30 21.77 0.1667 0.0139
FMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - March 0.01 7.04 0.30 13.46 0.1632 0.0033
MCD / McDonald's Corporation 0.00 0.00 0.29 -6.47 0.1599 -0.0306
ANET / Arista Networks Inc 0.00 0.27 0.1506 0.1506
EXC / Exelon Corporation 0.01 0.00 0.27 -5.96 0.1483 -0.0271
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.00 0.00 0.27 -1.49 0.1466 -0.0192
PECO / Phillips Edison & Company, Inc. 0.01 -1.79 0.25 -5.64 0.1386 -0.0252
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.00 0.00 0.24 9.09 0.1327 -0.0027
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.00 0.24 8.14 0.1323 -0.0040
WMT / Walmart Inc. 0.00 0.00 0.24 11.74 0.1314 -0.0001
VZ / Verizon Communications Inc. 0.01 0.23 0.1269 0.1269
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.22 0.1230 0.1230
BAC / Bank of America Corporation 0.00 0.22 0.1188 0.1188
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.00 0.00 0.21 4.95 0.1174 -0.0070
WEC / WEC Energy Group, Inc. 0.00 0.00 0.21 -4.50 0.1174 -0.0194
NSC / Norfolk Southern Corporation 0.00 0.21 0.1171 0.1171
ABT / Abbott Laboratories 0.00 -1.31 0.21 0.99 0.1135 -0.0115
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund 0.00 0.21 0.1134 0.1134
PLYM / Plymouth Industrial REIT, Inc. 0.01 0.00 0.17 -1.20 0.0913 -0.0120
KIO / KKR Income Opportunities Fund 0.01 0.00 0.16 1.89 0.0897 -0.0081
ADBE / Adobe Inc. 0.00 -100.00 0.00 0.0000
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -100.00 0.00 0.0000
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund 0.00 -100.00 0.00 0.0000
CVM / CEL-SCI Corporation 0.00 -100.00 0.00 0.0000
NOC / Northrop Grumman Corporation 0.00 -100.00 0.00 0.0000
TSLA / Tesla, Inc. 0.00 -100.00 0.00 -100.00 -0.1971