Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/8 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 86
- 較 2022 年第 3 季 −6
- 總值
- $1.62 億
- 較 2022 年第 3 季 +$365.3 萬 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 429,009 | $1,561 萬 | 9.6% | +429,009 | 新進 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 233,884 | $1,235 萬 | 7.6% | −16,415−6.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 33,466 | $372.7 萬 | 2.3% | −1,284−3.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 37,279 | $354.5 萬 | 2.2% | +2,259+6.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,362 | $338.6 萬 | 2.1% | −553−3.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 24,859 | $331.8 萬 | 2.0% | −798−3.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 20,620 | $324.1 萬 | 2.0% | −3,493−14.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,583 | $322.8 萬 | 2.0% | −495−8.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 35,107 | $321.3 萬 | 2.0% | +2,018+6.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 66,519 | $309.4 萬 | 1.9% | +66,519 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 6,154 | $303.6 萬 | 1.9% | −248−3.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 13,365 | $296.8 萬 | 1.8% | −473−3.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,965 | $294.9 萬 | 1.8% | −769−7.9% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 18,860 | $281.9 萬 | 1.7% | −8,209−30.3% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 78,001 | $277.8 萬 | 1.7% | −3,886−4.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,617 | $272.0 萬 | 1.7% | −509−8.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,282 | $255.3 萬 | 1.6% | −1,172−6.0% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 61,292 | $243.8 萬 | 1.5% | +39,195+177.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,555 | $242.0 萬 | 1.5% | −432−5.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,215 | $226.5 萬 | 1.4% | −992−13.8% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 7,939 | $203.4 萬 | 1.3% | −295−3.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,313 | $201.0 萬 | 1.2% | −363−2.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,883 | $192.5 萬 | 1.2% | −292−4.7% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $190.5 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 21,409 | $180.1 萬 | 1.1% | −963−4.3% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,819 | $165.5 萬 | 1.0% | −10.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 18,781 | $163.8 萬 | 1.0% | −658−3.4% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 12,804 | $162.4 萬 | 1.0% | −1,159−8.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,721 | $157.0 萬 | 1.0% | +700+4.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,926 | $154.1 萬 | 1.0% | −411−6.5% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 13,187 | $153.4 萬 | 0.9% | −3,489−20.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,666 | $152.3 萬 | 0.9% | −455−7.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 6,650 | $149.4 萬 | 0.9% | +151+2.3% | 加碼 | 歷史 |
| UBSUBS Group AG | Stock | 73,011 | $149.1 萬 | 0.9% | −5,294−6.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 17,514 | $148.9 萬 | 0.9% | −671−3.7% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,961 | $148.2 萬 | 0.9% | +201+3.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 16,025 | $143.3 萬 | 0.9% | −580−3.5% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 16,430 | $142.4 萬 | 0.9% | −710−4.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,616 | $141.4 萬 | 0.9% | −66−0.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 3,725 | $140.8 萬 | 0.9% | −213−5.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,414 | $140.6 萬 | 0.9% | −26−1.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,023 | $140.3 萬 | 0.9% | −585−6.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 36,712 | $139.3 萬 | 0.9% | +2,945+8.7% | 加碼 | 歷史 |
| FMCFMC Corp | COM NEW | 10,566 | $139.0 萬 | 0.9% | −1,909−15.3% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 12,995 | $138.0 萬 | 0.9% | −961−6.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 13,717 | $136.6 萬 | 0.8% | +280+2.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,052 | $136.4 萬 | 0.8% | −189−2.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,273 | $134.7 萬 | 0.8% | +198+2.2% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 20,254 | $133.7 萬 | 0.8% | −1,602−7.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,093 | $132.9 萬 | 0.8% | −317−3.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 27,826 | $132.0 萬 | 0.8% | −1,956−6.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,718 | $130.4 萬 | 0.8% | −129−2.2% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 9,846 | $130.2 萬 | 0.8% | −404−3.9% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 5,838 | $130.0 萬 | 0.8% | −285−4.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,773 | $127.5 萬 | 0.8% | −1,062−9.0% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 33,343 | $127.3 萬 | 0.8% | −7,554−18.5% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 7,861 | $125.0 萬 | 0.8% | −602−7.1% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 9,833 | $124.0 萬 | 0.8% | −307−3.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 7,750 | $122.4 萬 | 0.8% | −335−4.1% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 7,289 | $120.9 萬 | 0.7% | −513−6.6% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,812 | $117.3 萬 | 0.7% | −101−2.1% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 10,724 | $116.6 萬 | 0.7% | +85+0.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,267 | $112.0 萬 | 0.7% | −69−2.1% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 11,240 | $109.0 萬 | 0.7% | −3,201−22.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,729 | $107.9 萬 | 0.7% | +78+2.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,986 | $107.0 萬 | 0.7% | +1,764+7.3% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 3,535 | $106.8 萬 | 0.7% | −316−8.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,358 | $106.1 萬 | 0.7% | −573−3.6% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,455 | $104.1 萬 | 0.6% | −120−7.6% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 14,683 | $101.4 萬 | 0.6% | −546−3.6% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 15,988 | $99.7 萬 | 0.6% | +1,022+6.8% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 34,145 | $98.4 萬 | 0.6% | −7,073−17.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 25,693 | $88.3 萬 | 0.5% | −3,121−10.8% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 2,840 | $85.6 萬 | 0.5% | −137−4.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,383 | $84.8 萬 | 0.5% | +83+2.5% | 加碼 | 歷史 |
| SIVBSVB Financial Group | COM | 3,265 | $83.3 萬 | 0.5% | +1,258+62.7% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 7,960 | $79.0 萬 | 0.5% | −214−2.6% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 3,841 | $78.4 萬 | 0.5% | −528−12.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 14,071 | $68.5 萬 | 0.4% | +1,830+14.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,435 | $66.6 萬 | 0.4% | +1,435 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,769 | $53.1 萬 | 0.3% | −217−1.8% | 減碼 | – |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 24,505 | $49.9 萬 | 0.3% | +457+1.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 7,911 | $43.9 萬 | 0.3% | +2,911+58.2% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,919 | $43.0 萬 | 0.3% | −3−0.1% | 減碼 | – |
| MRNAModerna, Inc. | Stock | 1,400 | $26.1 萬 | 0.2% | +1,400 | 新進 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 3,987 | $22.2 萬 | 0.1% | +3,987 | 新進 | – |
2022 年第 3 季之後清倉（11 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 501,391 | $1,630 萬 | 10.3% | – |
| BPBP PLC | ADR | 43,540 | $124.3 萬 | 0.8% | 歷史 |
| LULUlululemon athletica inc. | Stock | 3,949 | $110.4 萬 | 0.7% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 16,397 | $87.3 萬 | 0.6% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,355 | $84.7 萬 | 0.5% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,509 | $74.4 萬 | 0.5% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,819 | $69.1 萬 | 0.4% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,485 | $37.2 萬 | 0.2% | – |
| BKNGBooking Holdings Inc. | Stock | 190 | $31.2 萬 | 0.2% | 歷史 |
| SOSouthern Co | Stock | 4,400 | $29.9 萬 | 0.2% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,107 | $29.2 萬 | 0.2% | – |