Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/9 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 82
- 較 2021 年第 4 季 +5
- 總值
- $1.94 億
- 較 2021 年第 4 季 +$2,983 萬 (+18.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 501,350 | $1,737 萬 | 9.0% | +501,350 | 新進 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 270,241 | $1,481 萬 | 7.6% | −4,215−1.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 6,081 | $655.3 萬 | 3.4% | +1,443+31.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,633 | $535.7 萬 | 2.8% | +47+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,603 | $522.7 萬 | 2.7% | +14+0.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,132 | $456.3 萬 | 2.4% | +232+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,597 | $444.2 萬 | 2.3% | +384+31.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,829 | $426.4 萬 | 2.2% | +145+1.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 26,263 | $425.8 萬 | 2.2% | −438−1.6% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 32,486 | $387.3 萬 | 2.0% | +715+2.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,620 | $381.2 萬 | 2.0% | −103−1.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,041 | $380.4 萬 | 2.0% | +7+0.1% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 27,269 | $378.1 萬 | 2.0% | +26+0.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,253 | $369.9 萬 | 1.9% | −60−0.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 16,569 | $367.5 萬 | 1.9% | +130+0.8% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 12,645 | $336.4 萬 | 1.7% | +55+0.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,528 | $326.5 萬 | 1.7% | −61−1.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 37,100 | $314.3 萬 | 1.6% | +261+0.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,682 | $310.7 萬 | 1.6% | +1,258+10.1% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 22,051 | $308.1 萬 | 1.6% | +91+0.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 8,178 | $292.3 萬 | 1.5% | +35+0.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,423 | $282.1 萬 | 1.5% | −5−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 33,270 | $274.8 萬 | 1.4% | +30,267+1,007.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 18,972 | $263.7 萬 | 1.4% | +38+0.2% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 69,238 | $255.0 萬 | 1.3% | +1,066+1.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,309 | $249.6 萬 | 1.3% | +996+5.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 7,239 | $239.0 萬 | 1.2% | +45+0.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,302 | $236.1 萬 | 1.2% | +955+17.9% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 15,405 | $233.3 萬 | 1.2% | +33+0.2% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 27,412 | $222.5 萬 | 1.1% | +345+1.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,472 | $188.4 萬 | 1.0% | −642−7.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,010 | $181.3 萬 | 0.9% | +35+0.6% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $176.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 8,154 | $173.0 萬 | 0.9% | +39+0.5% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,358 | $171.8 萬 | 0.9% | −2,198−39.6% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,276 | $167.0 萬 | 0.9% | +50.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 33,472 | $156.7 萬 | 0.8% | +26,272+364.9% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 8,009 | $156.7 萬 | 0.8% | +4,734+144.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 30,144 | $156.1 萬 | 0.8% | −259−0.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,137 | $151.8 萬 | 0.8% | −5,455−47.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,549 | $151.5 萬 | 0.8% | −8,936−51.1% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,079 | $149.0 萬 | 0.8% | +40+1.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,787 | $145.4 萬 | 0.8% | −3,068−34.6% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 7,693 | $145.1 萬 | 0.7% | +31+0.4% | 加碼 | 歷史 |
| UBSUBS Group AG | Stock | 74,149 | $144.9 萬 | 0.7% | +74,149 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,172 | $144.5 萬 | 0.7% | +34+1.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,589 | $142.8 萬 | 0.7% | +84+0.9% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,007 | $142.8 萬 | 0.7% | −1,282−29.9% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 4,078 | $142.5 萬 | 0.7% | +20+0.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,353 | $141.9 萬 | 0.7% | +90+1.0% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 6,999 | $141.2 萬 | 0.7% | −42−0.6% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,062 | $139.6 萬 | 0.7% | −5,188−46.1% | 減碼 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 6,747 | $138.6 萬 | 0.7% | +61+0.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,060 | $138.2 萬 | 0.7% | −10,407−77.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,990 | $137.4 萬 | 0.7% | +46+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,891 | $137.3 萬 | 0.7% | +262+7.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 10,281 | $135.8 萬 | 0.7% | +44+0.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,259 | $135.4 萬 | 0.7% | +3,259 | 新進 | 歷史 |
| BPBP PLC | ADR | 45,773 | $134.6 萬 | 0.7% | +45,773 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,724 | $132.7 萬 | 0.7% | +12,724 | 新進 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 4,070 | $131.2 萬 | 0.7% | +76+1.9% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 10,320 | $130.6 萬 | 0.7% | −152−1.5% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,400 | $130.2 萬 | 0.7% | +5,400 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 12,231 | $121.2 萬 | 0.6% | +12,231 | 新進 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 19,231 | $119.5 萬 | 0.6% | +163+0.9% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,607 | $119.2 萬 | 0.6% | +27+1.7% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,598 | $114.8 萬 | 0.6% | +83+1.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 6,293 | $111.1 萬 | 0.6% | +89+1.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 26,905 | $110.9 萬 | 0.6% | +26,905 | 新進 | 歷史 |
| SIVBSVB Financial Group | COM | 1,915 | $107.1 萬 | 0.6% | +304+18.9% | 加碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 25,692 | $104.8 萬 | 0.5% | +344+1.4% | 加碼 | 歷史 |
| FMCFMC Corp | COM NEW | 6,745 | $88.7 萬 | 0.5% | +6,745 | 新進 | 歷史 |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 26,497 | $62.8 萬 | 0.3% | +26,497 | 新進 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,223 | $55.6 萬 | 0.3% | −4,349−27.9% | 減碼 | – |
| JDJD.com, Inc. | SPON ADS CL A | 8,526 | $49.3 萬 | 0.3% | +8,526 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 190 | $44.6 萬 | 0.2% | −23−10.8% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,447 | $41.7 萬 | 0.2% | +66+2.0% | 加碼 | – |
| SOSouthern Co | Stock | 4,400 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 4,393 | $30.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,609 | $24.6 萬 | 0.1% | +106+7.1% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 1,400 | $24.1 萬 | 0.1% | +1,400 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,700 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（7 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 37,163 | $133.6 萬 | 0.8% | 歷史 |
| MASIMasimo Corp | COM | 5,805 | $126.5 萬 | 0.8% | 歷史 |
| Innovator ETFs Tr45782C185 | DOUBLE STKER OCT | 18,502 | $58.2 萬 | 0.4% | – |
| DOCUDocuSign, Inc. | Stock | 4,277 | $49.7 萬 | 0.3% | 歷史 |
| XYZBlock, Inc. | CL A | 2,661 | $31.4 萬 | 0.2% | 歷史 |
| CSGPCostar Group, Inc. | COM | 3,580 | $25.4 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 10,222 | $23.7 萬 | 0.1% | – |