Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 78
- 較 2021 年第 1 季 −3
- 總值
- $1.77 億
- 較 2021 年第 1 季 +$2,213 萬 (+14.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 262,545 | $1,431 萬 | 8.1% | +15,434+6.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,558 | $520.8 萬 | 2.9% | +185+13.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,646 | $474.4 萬 | 2.7% | +371+5.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 78,686 | $424.2 萬 | 2.4% | +65,595+501.1% | 加碼 | – |
| DOCUDocuSign, Inc. | Stock | 13,431 | $411.7 萬 | 2.3% | +7,937+144.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,298 | $391.7 萬 | 2.2% | +14,752+324.5% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 73,261 | $389.5 萬 | 2.2% | +11,743+19.1% | 加碼 | – |
| VVisa Inc. | Stock | 15,141 | $363.4 萬 | 2.1% | +724+5.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,948 | $344.5 萬 | 1.9% | +553+4.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,302 | $341.0 萬 | 1.9% | +211+3.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 22,912 | $334.7 萬 | 1.9% | +1,343+6.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,987 | $328.3 萬 | 1.9% | −14−0.1% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 12,241 | $322.6 萬 | 1.8% | +731+6.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,052 | $310.6 萬 | 1.8% | +459+7.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,394 | $303.8 萬 | 1.7% | +393+5.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,142 | $297.8 萬 | 1.7% | +740+4.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 36,582 | $294.7 萬 | 1.7% | −15,390−29.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,925 | $293.8 萬 | 1.7% | +461+6.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 25,637 | $292.4 萬 | 1.7% | +713+2.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,514 | $286.7 萬 | 1.6% | +356+6.9% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 5,378 | $278.4 萬 | 1.6% | +321+6.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,734 | $277.9 萬 | 1.6% | +440+8.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,860 | $274.3 萬 | 1.5% | +6,860 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 11,494 | $274.2 萬 | 1.5% | +6,434+127.2% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 26,233 | $272.2 萬 | 1.5% | +16,430+167.6% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 21,541 | $269.7 萬 | 1.5% | +1,289+6.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 11,785 | $268.6 萬 | 1.5% | +570+5.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 18,709 | $266.0 萬 | 1.5% | +1,437+8.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,262 | $264.3 萬 | 1.5% | +692+6.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,960 | $251.7 萬 | 1.4% | +240+3.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 15,208 | $245.9 萬 | 1.4% | +974+6.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,780 | $245.9 萬 | 1.4% | +500+6.0% | 加碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 26,376 | $240.4 萬 | 1.4% | +1,424+5.7% | 加碼 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 42,106 | $235.7 萬 | 1.3% | +42,106 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 10,703 | $232.5 萬 | 1.3% | +988+10.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 10,603 | $231.7 萬 | 1.3% | +1,149+12.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 8,474 | $222.4 萬 | 1.3% | +176+2.1% | 加碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 30,669 | $220.0 萬 | 1.2% | +3,676+13.6% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 30,125 | $209.0 萬 | 1.2% | +30,125 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 15,727 | $204.5 萬 | 1.2% | +1,039+7.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,978 | $204.1 萬 | 1.2% | +115+6.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 3,987 | $201.8 萬 | 1.1% | +241+6.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,191 | $200.8 萬 | 1.1% | +169+5.6% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,731 | $190.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | COM | 4,740 | $178.0 萬 | 1.0% | +291+6.5% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 6,361 | $177.9 萬 | 1.0% | +331+5.5% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 2,590 | $170.3 萬 | 1.0% | +188+7.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,609 | $167.9 萬 | 0.9% | +905+6.2% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,354 | $166.9 萬 | 0.9% | −2,985−40.7% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,025 | $164.1 萬 | 0.9% | +261+6.9% | 加碼 | 歷史 |
| MASIMasimo Corp | COM | 5,757 | $158.2 萬 | 0.9% | +397+7.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 36,475 | $157.8 萬 | 0.9% | +2,297+6.7% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 7,571 | $151.2 萬 | 0.9% | +453+6.4% | 加碼 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 6,552 | $149.3 萬 | 0.8% | +451+7.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,817 | $144.0 萬 | 0.8% | +8,817 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 16,418 | $137.7 萬 | 0.8% | +16,418 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 9,930 | $135.2 萬 | 0.8% | +615+6.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,012 | $133.2 萬 | 0.8% | +200+7.1% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,450 | $132.3 萬 | 0.7% | +241+5.7% | 加碼依 3 比 1 拆股換算 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,046 | $130.6 萬 | 0.7% | +724+7.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,939 | $130.1 萬 | 0.7% | +593+7.1% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 6,702 | $124.4 萬 | 0.7% | +549+8.9% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,461 | $119.1 萬 | 0.7% | +108+8.0% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 9,891 | $118.7 萬 | 0.7% | +730+8.0% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 17,736 | $115.7 萬 | 0.7% | +17,736 | 新進 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 50,623 | $115.0 萬 | 0.6% | +50,623 | 新進 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 7,670 | $114.1 萬 | 0.6% | +7,670 | 新進 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 3,721 | $109.7 萬 | 0.6% | +327+9.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 216 | $59.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr45782C185 | DOUBLE STKER OCT | 18,887 | $58.6 萬 | 0.3% | +1,594+9.2% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,397 | $45.5 萬 | 0.3% | +335+10.9% | 加碼 | – |
| CMCSAComcast Corp | Stock | 7,200 | $42.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 4,393 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSGPCostar Group, Inc. | COM | 3,580 | $30.7 萬 | 0.2% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| SOSouthern Co | Stock | 4,400 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 11,993 | $27.8 萬 | 0.2% | +11,993 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,723 | $21.9 萬 | 0.1% | +2,723 | 新進 | – |
| ABTAbbott Laboratories | Stock | 1,700 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（13 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 176,234 | $584.9 萬 | 3.8% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 72,626 | $355.5 萬 | 2.3% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 73,701 | $250.4 萬 | 1.6% | – |
| ULUnilever PLC | SPON ADR NEW | 37,624 | $209.9 萬 | 1.4% | 歷史 |
| CHGGChegg, Inc | COM | 23,655 | $202.6 萬 | 1.3% | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 16,638 | $187.0 萬 | 1.2% | 歷史 |
| RMDResmed Inc | COM | 6,506 | $126.2 萬 | 0.8% | 歷史 |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 38,619 | $121.0 萬 | 0.8% | – |
| TDOCTeladoc Health, Inc. | COM | 5,822 | $105.7 萬 | 0.7% | 歷史 |
| NIONIO Inc. | ADR | 26,841 | $104.5 萬 | 0.7% | 歷史 |
| PETSPetmed Express Inc | COM | 27,525 | $96.7 萬 | 0.6% | 歷史 |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 28,380 | $95.8 萬 | 0.6% | – |
| BKNGBooking Holdings Inc. | Stock | 90 | $21.0 萬 | 0.1% | 歷史 |