Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/8 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 92
- 較 2022 年第 2 季 +6
- 總值
- $1.58 億
- 較 2022 年第 2 季 −$1,710 萬 (−9.7%)
| 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 | 501,391 | $1,630 萬 | 10.3% | −13,504−2.6% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 250,299 | $1,141 萬 | 7.2% | −18,469−6.9% | 減碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 27,069 | $449.1 萬 | 2.8% | +142+0.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,676 | $442.3 萬 | 2.8% | −1,546−8.5% | 減碼依 3 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,020 | $395.7 萬 | 2.5% | +1,022+3.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 25,657 | $354.6 萬 | 2.2% | −205−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,915 | $347.4 萬 | 2.2% | +490+3.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,113 | $323.6 萬 | 2.0% | −635−2.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,402 | $323.3 萬 | 2.0% | −833−11.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 33,089 | $316.5 萬 | 2.0% | −635,611−95.1% | 減碼依 20 比 1 拆股換算 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 34,750 | $303.4 萬 | 1.9% | +1,106+3.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,126 | $289.3 萬 | 1.8% | −313−4.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,078 | $269.9 萬 | 1.7% | +86+1.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,734 | $268.6 萬 | 1.7% | +343+3.7% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 81,887 | $258.2 萬 | 1.6% | −4,954−5.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 13,838 | $245.8 萬 | 1.6% | +250+1.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 14,441 | $238.0 萬 | 1.5% | +589+4.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,987 | $213.3 萬 | 1.3% | −202−2.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 7,207 | $211.2 萬 | 1.3% | −203−2.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,454 | $203.3 萬 | 1.3% | +714+3.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 16,676 | $188.3 萬 | 1.2% | −2,305−12.1% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 22,372 | $186.1 萬 | 1.2% | +206+0.9% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 8,234 | $183.5 萬 | 1.2% | +154+1.9% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $181.1 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 13,963 | $156.0 萬 | 1.0% | +1,242+9.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,175 | $145.4 萬 | 0.9% | +65+1.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 18,185 | $142.6 萬 | 0.9% | −98−0.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,121 | $141.2 萬 | 0.9% | +4+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,608 | $140.6 萬 | 0.9% | +139+1.6% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,123 | $140.6 萬 | 0.9% | +78+1.3% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 10,250 | $138.5 萬 | 0.9% | +20+0.2% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 17,140 | $137.9 萬 | 0.9% | +193+1.1% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 15,229 | $135.2 萬 | 0.9% | −137−0.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,835 | $133.7 萬 | 0.8% | +9,935+522.9% | 加碼 | 歷史 |
| FMCFMC Corp | COM NEW | 12,475 | $131.9 萬 | 0.8% | −330−2.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 16,605 | $131.2 萬 | 0.8% | +359+2.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 29,782 | $130.3 萬 | 0.8% | −858−2.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,820 | $127.5 萬 | 0.8% | −21−0.5% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 21,856 | $127.2 萬 | 0.8% | −61−0.3% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,463 | $125.6 萬 | 0.8% | +331+4.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,847 | $125.5 萬 | 0.8% | +78+1.4% | 加碼 | 歷史 |
| BPBP PLC | ADR | 43,540 | $124.3 萬 | 0.8% | −2,594−5.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,440 | $123.8 萬 | 0.8% | −945−27.9% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,760 | $122.2 萬 | 0.8% | −228−3.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,410 | $122.1 萬 | 0.8% | −186−1.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 8,085 | $119.9 萬 | 0.8% | +385+5.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 19,439 | $119.9 萬 | 0.8% | +19,439 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,337 | $118.8 萬 | 0.7% | +280+4.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 6,499 | $118.2 萬 | 0.7% | +6,499 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 10,140 | $117.3 萬 | 0.7% | −111−1.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,241 | $116.7 萬 | 0.7% | +224+2.5% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 7,802 | $116.6 萬 | 0.7% | +7,802 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 8,682 | $115.8 萬 | 0.7% | −507−5.5% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 40,897 | $114.8 萬 | 0.7% | +167+0.4% | 加碼 | 歷史 |
| UBSUBS Group AG | Stock | 78,305 | $113.6 萬 | 0.7% | −2,106−2.6% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 13,956 | $112.4 萬 | 0.7% | +418+3.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,938 | $112.0 萬 | 0.7% | +138+3.6% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 3,949 | $110.4 萬 | 0.7% | −139−3.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 13,437 | $110.0 萬 | 0.7% | −593−4.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,075 | $107.8 萬 | 0.7% | −219−2.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,021 | $103.9 萬 | 0.7% | −685−3.9% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 14,966 | $103.4 萬 | 0.7% | −312−2.0% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 41,218 | $102.7 萬 | 0.6% | +318+0.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,931 | $100.9 萬 | 0.6% | +603+3.9% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,913 | $100.6 萬 | 0.6% | +160+3.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 33,767 | $99.0 萬 | 0.6% | −450−1.3% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 10,639 | $96.1 萬 | 0.6% | +256+2.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,651 | $94.7 萬 | 0.6% | −604−18.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 24,222 | $92.0 萬 | 0.6% | +225+0.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,336 | $91.8 萬 | 0.6% | +175+5.5% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,575 | $89.6 萬 | 0.6% | −72−4.4% | 減碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 3,851 | $89.1 萬 | 0.6% | +26+0.7% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 16,397 | $87.3 萬 | 0.6% | +197+1.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 28,814 | $87.0 萬 | 0.5% | +603+2.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,355 | $84.7 萬 | 0.5% | −596−4.6% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 4,369 | $83.4 萬 | 0.5% | +91+2.1% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 22,097 | $80.8 萬 | 0.5% | +22,097 | 新進 | – |
| HUBSHubSpot Inc | COM | 2,977 | $80.4 萬 | 0.5% | −74−2.4% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 8,174 | $76.6 萬 | 0.5% | +53+0.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,509 | $74.4 萬 | 0.5% | +24,509 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,819 | $69.1 萬 | 0.4% | +5,819 | 新進 | – |
| SIVBSVB Financial Group | COM | 2,007 | $67.4 萬 | 0.4% | −32−1.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,300 | $54.1 萬 | 0.3% | +3,300 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,986 | $52.2 萬 | 0.3% | +132+1.1% | 加碼 | – |
| CCitigroup Inc | Stock | 12,241 | $51.0 萬 | 0.3% | +12,241 | 新進 | 歷史 |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 24,048 | $44.2 萬 | 0.3% | −4,251−15.0% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,922 | $40.2 萬 | 0.3% | +290+8.0% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,485 | $37.2 萬 | 0.2% | +4,485 | 新進 | – |
| BKNGBooking Holdings Inc. | Stock | 190 | $31.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 4,400 | $29.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,107 | $29.2 萬 | 0.2% | +6,107 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,000 | $25.6 萬 | 0.2% | +5,000 | 新進 | – |
2022 年第 2 季之後清倉（5 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 12,711 | $235.5 萬 | 1.3% | 歷史 |
| LENLennar Corp | CL A | 16,543 | $135.6 萬 | 0.8% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,286 | $132.7 萬 | 0.8% | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 19,381 | $120.6 萬 | 0.7% | 歷史 |
| MRNAModerna, Inc. | Stock | 1,400 | $22.5 萬 | 0.1% | 歷史 |