Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/9 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 79
- 較 2021 年第 2 季 +1
- 總值
- $1.81 億
- 較 2021 年第 2 季 +$360.6 萬 (+2.0%)
| 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 | 264,303 | $1,450 萬 | 8.0% | +1,758+0.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 6,660 | $741.9 萬 | 4.1% | +14+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,578 | $532.3 萬 | 2.9% | +20+1.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,058 | $487.3 萬 | 2.7% | −58,134−75.3% | 減碼依 4 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,659 | $386.6 萬 | 2.1% | −289−2.4% | 減碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 13,483 | $375.2 萬 | 2.1% | +52+0.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,407 | $373.3 萬 | 2.1% | −107−1.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,863 | $371.2 萬 | 2.1% | −439−7.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,898 | $368.0 萬 | 2.0% | −89−0.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,033 | $345.7 萬 | 1.9% | −19−0.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 12,264 | $345.6 萬 | 1.9% | +23+0.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,401 | $340.8 萬 | 1.9% | +7+0.1% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 4,199 | $340.2 萬 | 1.9% | +1,609+62.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 22,574 | $338.2 萬 | 1.9% | −338−1.5% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 5,419 | $337.7 萬 | 1.9% | +41+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 15,290 | $323.8 萬 | 1.8% | +149+1.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 36,862 | $314.5 萬 | 1.7% | +280+0.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,806 | $308.7 萬 | 1.7% | +72+1.3% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 21,695 | $295.1 萬 | 1.6% | +154+0.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 25,694 | $294.6 萬 | 1.6% | +57+0.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,960 | $287.7 萬 | 1.6% | +100+1.5% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 30,894 | $285.6 萬 | 1.6% | +769+2.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,215 | $280.4 萬 | 1.6% | +73+0.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,395 | $279.8 萬 | 1.5% | +133+1.2% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 26,964 | $278.8 萬 | 1.5% | +10,546+64.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 11,583 | $277.5 萬 | 1.5% | +89+0.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 18,896 | $270.2 萬 | 1.5% | +187+1.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 7,964 | $267.2 萬 | 1.5% | +39+0.5% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 26,498 | $264.8 萬 | 1.5% | +265+1.0% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 15,155 | $253.2 萬 | 1.4% | −572−3.6% | 減碼 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 42,605 | $251.1 萬 | 1.4% | +499+1.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,794 | $248.0 萬 | 1.4% | +14+0.2% | 加碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 31,608 | $239.6 萬 | 1.3% | +5,232+19.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 10,759 | $239.1 萬 | 1.3% | +156+1.5% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 10,922 | $236.8 萬 | 1.3% | +219+2.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,826 | $220.9 萬 | 1.2% | −134−1.9% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,322 | $216.1 萬 | 1.2% | −152−1.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,909 | $213.4 萬 | 1.2% | +3,931+198.7% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 62,054 | $210.5 萬 | 1.2% | +62,054 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,193 | $207.7 萬 | 1.1% | +2+0.1% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,731 | $207.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | COM | 4,714 | $193.1 萬 | 1.1% | −26−0.5% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,054 | $188.9 萬 | 1.0% | +29+0.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,541 | $186.8 萬 | 1.0% | −68−0.4% | 減碼 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 6,597 | $173.6 萬 | 1.0% | +45+0.7% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 4,003 | $166.1 萬 | 0.9% | +16+0.4% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 7,644 | $165.3 萬 | 0.9% | +73+1.0% | 加碼 | 歷史 |
| MASIMasimo Corp | COM | 5,790 | $164.2 萬 | 0.9% | +33+0.6% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 6,406 | $163.0 萬 | 0.9% | +45+0.7% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 36,703 | $160.8 萬 | 0.9% | +228+0.6% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 6,821 | $158.0 萬 | 0.9% | +119+1.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,927 | $147.1 萬 | 0.8% | +110+1.2% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,528 | $143.4 萬 | 0.8% | +78+1.8% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 10,050 | $141.0 萬 | 0.8% | +120+1.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 10,034 | $138.9 萬 | 0.8% | +143+1.4% | 加碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 17,501 | $137.0 萬 | 0.8% | −13,168−42.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,935 | $134.8 萬 | 0.7% | −77−2.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,012 | $134.7 萬 | 0.7% | +73+0.8% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 3,788 | $134.4 萬 | 0.7% | +67+1.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,650 | $130.0 萬 | 0.7% | +7,650 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,694 | $128.9 萬 | 0.7% | +340+7.8% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 7,783 | $128.0 萬 | 0.7% | +113+1.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,198 | $127.3 萬 | 0.7% | +152+1.4% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,481 | $124.0 萬 | 0.7% | +20+1.4% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 3,297 | $113.8 萬 | 0.6% | +3,297 | 新進 | 歷史 |
| NVAXNovavax Inc | COM NEW | 6,134 | $91.3 萬 | 0.5% | +6,134 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 15,331 | $81.9 萬 | 0.5% | −63,355−80.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 219 | $64.8 萬 | 0.4% | +3+1.4% | 加碼 | 歷史 |
| Innovator ETFs Tr45782C185 | DOUBLE STKER OCT | 18,289 | $59.7 萬 | 0.3% | −598−3.2% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,296 | $44.0 萬 | 0.2% | −101−3.0% | 減碼 | – |
| CMCSAComcast Corp | Stock | 7,200 | $37.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 4,393 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSGPCostar Group, Inc. | COM | 3,580 | $30.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 4,400 | $27.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 10,119 | $23.9 萬 | 0.1% | −1,874−15.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 1,700 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 90 | $21.8 萬 | 0.1% | +90 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,649 | $21.3 萬 | 0.1% | −74−2.7% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 1,550 | $21.2 萬 | 0.1% | +1,550 | 新進 | – |
2021 年第 2 季之後清倉（5 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 73,261 | $389.5 萬 | 2.2% | – |
| AMGNAmgen Inc | Stock | 11,785 | $268.6 萬 | 1.5% | 歷史 |
| GLDSPDR Gold Trust | ETF | 15,208 | $245.9 萬 | 1.4% | 歷史 |
| SCCOSouthern Copper Corp | Stock | 17,736 | $115.7 萬 | 0.7% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 50,623 | $115.0 萬 | 0.6% | 歷史 |