Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/8 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 77
- 較 2021 年第 3 季 −2
- 總值
- $1.64 億
- 較 2021 年第 3 季 −$1,682 萬 (−9.3%)
| 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 | 274,456 | $1,498 萬 | 9.1% | +10,153+3.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,467 | $589.8 萬 | 3.6% | +10,532+358.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,586 | $457.8 萬 | 2.8% | +528+2.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,589 | $453.4 萬 | 2.8% | +11+0.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,638 | $437.8 萬 | 2.7% | −2,022−30.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 25,900 | $420.6 萬 | 2.6% | +3,326+14.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,684 | $405.1 萬 | 2.5% | +2,025+17.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 26,701 | $352.4 萬 | 2.2% | +1,007+3.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 16,439 | $338.5 萬 | 2.1% | +1,149+7.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,313 | $337.3 萬 | 2.1% | −88−1.2% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 12,590 | $333.2 萬 | 2.0% | +1,007+8.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,428 | $329.1 萬 | 2.0% | −470−4.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,589 | $324.3 萬 | 2.0% | −274−4.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,723 | $323.8 萬 | 2.0% | −310−4.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,034 | $321.7 萬 | 2.0% | +228+3.9% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 31,771 | $319.7 萬 | 2.0% | +877+2.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,213 | $316.2 萬 | 1.9% | +994+453.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 36,839 | $304.3 萬 | 1.9% | −23−0.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,592 | $295.1 萬 | 1.8% | +197+1.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 8,143 | $289.1 萬 | 1.8% | +179+2.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,485 | $288.3 萬 | 1.8% | +270+1.6% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 27,243 | $284.8 萬 | 1.7% | +279+1.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,114 | $276.3 萬 | 1.7% | +2,288+33.5% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 11,250 | $271.1 萬 | 1.7% | +328+3.0% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 21,960 | $269.5 萬 | 1.6% | +265+1.2% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 27,067 | $258.0 萬 | 1.6% | +569+2.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,313 | $251.2 萬 | 1.5% | +9,663+126.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 7,194 | $247.4 萬 | 1.5% | +234+3.4% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 68,172 | $237.5 萬 | 1.4% | +6,118+9.9% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 5,556 | $234.5 萬 | 1.4% | +137+2.5% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 18,934 | $224.6 萬 | 1.4% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,855 | $216.7 萬 | 1.3% | +61+0.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,347 | $212.5 萬 | 1.3% | −60−1.1% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 12,424 | $204.7 萬 | 1.2% | +160+1.3% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 15,372 | $193.0 萬 | 1.2% | +217+1.4% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 4,289 | $183.4 萬 | 1.1% | +90+2.1% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $182.2 萬 | 1.1% | −300−1.9% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,271 | $181.4 萬 | 1.1% | −270−1.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,115 | $176.3 萬 | 1.1% | −207−2.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,975 | $161.0 萬 | 1.0% | −11,752−66.3% | 減碼依 3 比 1 拆股換算 | 歷史 |
| PFEPfizer Inc | Stock | 30,403 | $160.5 萬 | 1.0% | +30,403 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,138 | $156.9 萬 | 1.0% | −55−1.7% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 7,662 | $153.5 萬 | 0.9% | +18+0.2% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,263 | $148.7 萬 | 0.9% | +336+3.8% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 4,058 | $148.5 萬 | 0.9% | +55+1.4% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 10,472 | $145.6 萬 | 0.9% | +422+4.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,944 | $145.4 萬 | 0.9% | −9,952−52.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 37,163 | $133.6 萬 | 0.8% | +460+1.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,505 | $133.3 萬 | 0.8% | +493+5.5% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,515 | $132.2 萬 | 0.8% | −13−0.3% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 10,237 | $128.6 萬 | 0.8% | +203+2.0% | 加碼 | 歷史 |
| MASIMasimo Corp | COM | 5,805 | $126.5 萬 | 0.8% | +15+0.3% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,039 | $126.4 萬 | 0.8% | −15−0.4% | 減碼 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 6,686 | $125.8 萬 | 0.8% | +89+1.3% | 加碼 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 19,068 | $122.4 萬 | 0.7% | −23,537−55.2% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 6,204 | $121.0 萬 | 0.7% | −4,555−42.3% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,580 | $114.0 萬 | 0.7% | +99+6.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,629 | $110.8 萬 | 0.7% | +3,629 | 新進 | 歷史 |
| CHWYChewy, Inc. | CL A | 25,348 | $96.4 萬 | 0.6% | −6,260−19.8% | 減碼 | 歷史 |
| SIVBSVB Financial Group | COM | 1,611 | $93.7 萬 | 0.6% | +1,611 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 7,041 | $88.7 萬 | 0.5% | +220+3.2% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 3,994 | $88.0 萬 | 0.5% | +206+5.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 15,572 | $81.3 萬 | 0.5% | +241+1.6% | 加碼 | – |
| Innovator ETFs Tr45782C185 | DOUBLE STKER OCT | 18,502 | $58.2 萬 | 0.4% | +213+1.2% | 加碼 | – |
| EXPEExpedia Group, Inc. | Stock | 3,275 | $57.1 萬 | 0.3% | −4,508−57.9% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 213 | $50.0 萬 | 0.3% | +123+136.7% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,277 | $49.7 萬 | 0.3% | −9,206−68.3% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,381 | $43.6 萬 | 0.3% | +85+2.6% | 加碼 | – |
| CMCSAComcast Corp | Stock | 7,200 | $35.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 2,661 | $31.4 萬 | 0.2% | −3,745−58.5% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 4,400 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 4,393 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSGPCostar Group, Inc. | COM | 3,580 | $25.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,503 | $24.8 萬 | 0.2% | +1,503 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 10,222 | $23.7 萬 | 0.1% | +103+1.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,003 | $21.7 萬 | 0.1% | +3,003 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,700 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 3 季之後清倉（7 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JDJD.com, Inc. | SPON ADS CL A | 17,501 | $137.0 萬 | 0.8% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,694 | $128.9 萬 | 0.7% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,198 | $127.3 萬 | 0.7% | 歷史 |
| MRNAModerna, Inc. | Stock | 3,297 | $113.8 萬 | 0.6% | 歷史 |
| NVAXNovavax Inc | COM NEW | 6,134 | $91.3 萬 | 0.5% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,649 | $21.3 萬 | 0.1% | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 1,550 | $21.2 萬 | 0.1% | – |