Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/8 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 86
- 較 2022 年第 1 季 +4
- 總值
- $1.76 億
- 較 2022 年第 1 季 −$1,818 萬 (−9.4%)
| 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 | 514,895 | $1,698 萬 | 9.7% | +13,545+2.7% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 268,768 | $1,391 萬 | 7.9% | −1,473−0.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 6,074 | $547.7 萬 | 3.1% | −7−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,998 | $456.1 萬 | 2.6% | +1,938+6.0% | 加碼依 20 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 25,862 | $413.8 萬 | 2.4% | −270−1.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,425 | $396.4 萬 | 2.3% | +596+4.3% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 26,927 | $393.1 萬 | 2.2% | −342−1.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,235 | $387.4 萬 | 2.2% | −18−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 33,435 | $384.9 萬 | 2.2% | +31,838+1,993.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,439 | $349.9 萬 | 2.0% | −181−2.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,748 | $347.4 萬 | 2.0% | −1,515−5.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,992 | $318.3 萬 | 1.8% | −49−0.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 33,644 | $316.5 萬 | 1.8% | +374+1.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 86,841 | $290.2 萬 | 1.7% | +17,603+25.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,391 | $282.4 萬 | 1.6% | −32−0.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 13,588 | $280.3 萬 | 1.6% | −2,981−18.0% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,852 | $260.6 萬 | 1.5% | +170+1.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 7,410 | $243.0 萬 | 1.4% | +171+2.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,189 | $239.3 萬 | 1.4% | +4,298+110.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 12,711 | $235.5 萬 | 1.3% | −6,922−35.3% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 18,981 | $222.3 萬 | 1.3% | +90.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,740 | $210.7 萬 | 1.2% | +431+2.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,385 | $198.4 萬 | 1.1% | −2,143−38.8% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 8,080 | $196.4 萬 | 1.1% | −4,565−36.1% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $181.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 15,366 | $163.4 萬 | 0.9% | −39−0.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,117 | $159.7 萬 | 0.9% | −20−0.3% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 21,917 | $159.6 萬 | 0.9% | +17,524+398.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 18,283 | $156.6 萬 | 0.9% | −18,817−50.7% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,769 | $153.8 萬 | 0.9% | −18−0.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,328 | $152.2 萬 | 0.9% | +52+0.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 30,640 | $152.2 萬 | 0.9% | +496+1.6% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,045 | $148.1 萬 | 0.8% | −17−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,469 | $146.4 萬 | 0.8% | −80−0.9% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 22,166 | $145.9 萬 | 0.8% | +22,166 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,057 | $144.4 萬 | 0.8% | +47+0.8% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 16,947 | $140.3 萬 | 0.8% | +16,947 | 新進 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 3,825 | $139.8 萬 | 0.8% | −245−6.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 7,700 | $137.7 萬 | 0.8% | +7+0.1% | 加碼 | 歷史 |
| FMCFMC Corp | COM NEW | 12,805 | $137.7 萬 | 0.8% | +6,060+89.8% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 12,721 | $136.4 萬 | 0.8% | −19,765−60.8% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,988 | $136.0 萬 | 0.8% | +588+10.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 16,246 | $135.7 萬 | 0.8% | +16,246 | 新進 | 歷史 |
| LENLennar Corp | CL A | 16,543 | $135.6 萬 | 0.8% | −10,869−39.7% | 減碼 | 歷史 |
| BPBP PLC | ADR | 46,134 | $135.4 萬 | 0.8% | +361+0.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,110 | $135.3 萬 | 0.8% | −192−3.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,706 | $135.2 萬 | 0.8% | +17,706 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 9,189 | $134.5 萬 | 0.8% | −164−1.8% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 10,230 | $134.2 萬 | 0.8% | −11,821−53.6% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 40,900 | $133.9 萬 | 0.8% | +40,900 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 8,132 | $132.9 萬 | 0.8% | −22−0.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,255 | $132.8 萬 | 0.8% | +195+6.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,286 | $132.7 萬 | 0.8% | −186−2.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 3,800 | $132.6 萬 | 0.8% | −4,378−53.5% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 10,251 | $132.1 萬 | 0.8% | −69−0.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 14,030 | $131.5 萬 | 0.7% | +1,799+14.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,161 | $129.6 萬 | 0.7% | −11−0.3% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 40,730 | $129.6 萬 | 0.7% | +40,730 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 34,217 | $128.9 萬 | 0.7% | +745+2.2% | 加碼 | 歷史 |
| UBSUBS Group AG | Stock | 80,411 | $128.1 萬 | 0.7% | +6,262+8.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,017 | $128.0 萬 | 0.7% | +27+0.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,841 | $128.0 萬 | 0.7% | +582+17.9% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 16,200 | $128.0 萬 | 0.7% | +16,200 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 9,596 | $127.3 萬 | 0.7% | +7+0.1% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 15,278 | $125.5 萬 | 0.7% | +15,278 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,088 | $125.0 萬 | 0.7% | +9+0.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,294 | $122.5 萬 | 0.7% | +9,294 | 新進 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 19,381 | $120.6 萬 | 0.7% | +150+0.8% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 13,538 | $119.5 萬 | 0.7% | +106+0.8% | 加碼依 4 比 1 拆股換算 | 歷史 |
| SHWSherwin Williams Co | COM | 4,753 | $115.8 萬 | 0.7% | +155+3.4% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,647 | $113.4 萬 | 0.6% | +40+2.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,951 | $111.4 萬 | 0.6% | +227+1.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,997 | $108.8 萬 | 0.6% | +23,997 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 10,383 | $104.5 萬 | 0.6% | +102+1.0% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,051 | $100.2 萬 | 0.6% | +44+1.5% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 4,278 | $93.7 萬 | 0.5% | +200+4.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 28,211 | $93.2 萬 | 0.5% | +1,306+4.9% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 8,121 | $84.4 萬 | 0.5% | +112+1.4% | 加碼 | 歷史 |
| SIVBSVB Financial Group | COM | 2,039 | $81.6 萬 | 0.5% | +124+6.5% | 加碼 | 歷史 |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 28,299 | $59.6 萬 | 0.3% | +1,802+6.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,854 | $56.0 萬 | 0.3% | +631+5.6% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,632 | $41.1 萬 | 0.2% | +185+5.4% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 190 | $37.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 4,400 | $33.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,900 | $27.9 萬 | 0.2% | +291+18.1% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 1,400 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（6 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ENPHEnphase Energy, Inc. | Stock | 6,999 | $141.2 萬 | 0.7% | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 6,747 | $138.6 萬 | 0.7% | 歷史 |
| ECLEcolab Inc. | Stock | 6,293 | $111.1 萬 | 0.6% | 歷史 |
| CHWYChewy, Inc. | CL A | 25,692 | $104.8 萬 | 0.5% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 8,526 | $49.3 萬 | 0.3% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,700 | $20.1 萬 | 0.1% | 歷史 |