Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/9 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 79
- 較 2022 年第 4 季 −7
- 總值
- $1.09 億
- 較 2022 年第 4 季 −$5,279 萬 (−32.6%)
| 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 | 430,253 | $1,613 萬 | 14.8% | +1,244+0.3% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 206,281 | $1,069 萬 | 9.8% | −27,603−11.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 44,479 | $385.2 萬 | 3.5% | +9,372+26.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,601 | $293.1 萬 | 2.7% | +239+1.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 25,398 | $279.8 萬 | 2.6% | +539+2.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 39,714 | $246.1 萬 | 2.3% | +2,435+6.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 23,986 | $213.4 萬 | 2.0% | +7,673+47.0% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 75,991 | $178.4 萬 | 1.6% | −2,010−2.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 25,928 | $175.2 萬 | 1.6% | −7,538−22.5% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 64,733 | $170.1 萬 | 1.6% | +3,441+5.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 3,718 | $169.7 萬 | 1.6% | −1,865−33.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 9,465 | $169.6 萬 | 1.6% | −3,900−29.2% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $168.1 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,445 | $167.2 萬 | 1.5% | −1,110−14.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,642 | $156.5 萬 | 1.4% | −3,640−19.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,769 | $155.3 萬 | 1.4% | −1,848−32.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,428 | $152.1 萬 | 1.4% | −787−12.7% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 13,203 | $150.5 萬 | 1.4% | +16+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,065 | $145.6 萬 | 1.3% | +344+1.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,394 | $143.9 萬 | 1.3% | −9,226−44.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,316 | $143.3 萬 | 1.3% | −567−9.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,746 | $142.3 萬 | 1.3% | +80+1.4% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 21,972 | $142.2 萬 | 1.3% | +563+2.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,480 | $142.0 萬 | 1.3% | −446−7.5% | 減碼 | 歷史 |
| BPBP PLC | ADR | 44,305 | $139.8 萬 | 1.3% | +44,305 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 38,993 | $137.6 萬 | 1.3% | +2,281+6.2% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 13,237 | $135.4 萬 | 1.2% | +242+1.9% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 14,709 | $135.4 萬 | 1.2% | +14,709 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 19,145 | $134.5 萬 | 1.2% | +364+1.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,730 | $134.1 萬 | 1.2% | +114+1.3% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 13,111 | $133.7 萬 | 1.2% | +307+2.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,765 | $130.3 萬 | 1.2% | −54−1.4% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 74,058 | $129.6 萬 | 1.2% | +1,047+1.4% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 10,241 | $129.4 萬 | 1.2% | +395+4.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,441 | $128.2 萬 | 1.2% | +348+3.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,788 | $128.1 萬 | 1.2% | +63+1.7% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 16,535 | $127.8 萬 | 1.2% | +510+3.2% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 7,866 | $127.7 萬 | 1.2% | +116+1.5% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 24,890 | $126.4 萬 | 1.2% | +24,890 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 14,166 | $125.9 萬 | 1.2% | +449+3.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 12,077 | $124.3 萬 | 1.1% | +1,304+12.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 6,848 | $119.6 萬 | 1.1% | +198+3.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,312 | $117.0 萬 | 1.1% | +289+3.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 17,936 | $115.3 萬 | 1.1% | +422+2.4% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,101 | $113.8 萬 | 1.0% | −2,838−35.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,436 | $112.2 萬 | 1.0% | +22+0.9% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 11,363 | $111.1 萬 | 1.0% | +123+1.1% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 17,374 | $110.2 萬 | 1.0% | +944+5.7% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 21,374 | $106.4 萬 | 1.0% | +1,120+5.5% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 18,697 | $103.9 萬 | 1.0% | +18,697 | 新進 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 37,985 | $98.5 萬 | 0.9% | +4,642+13.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,416 | $97.7 萬 | 0.9% | −4,549−50.7% | 減碼 | 歷史 |
| WNS Hldgs Ltd92932M101 | SPON ADR | 14,579 | $95.8 萬 | 0.9% | +14,579 | 新進 | – |
| PFEPfizer Inc | Stock | 33,348 | $92.2 萬 | 0.8% | +5,522+19.8% | 加碼 | 歷史 |
| FMCFMC Corp | COM NEW | 11,235 | $87.0 萬 | 0.8% | +669+6.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,655 | $67.7 萬 | 0.6% | +297+1.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,081 | $61.1 萬 | 0.6% | +120+2.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,607 | $60.7 萬 | 0.6% | −3,547−57.6% | 減碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 21,817 | $54.5 萬 | 0.5% | +21,817 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 3,025 | $48.7 萬 | 0.4% | +185+6.5% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 32,347 | $40.6 萬 | 0.4% | +32,347 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 8,662 | $34.2 萬 | 0.3% | −10,198−54.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 7,945 | $30.7 萬 | 0.3% | +84+1.1% | 加碼 | 歷史 |
| SHELShell plc | ADR | 20,617 | $23.3 萬 | 0.2% | +20,617 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,689 | $22.7 萬 | 0.2% | +416+4.5% | 加碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 196,353 | $1,192 | <0.1% | +196,353 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 11,163 | $1,170 | <0.1% | +439+4.1% | 加碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 114,217 | $1,157 | <0.1% | +114,217 | 新進 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 404,223 | $1,156 | <0.1% | +404,223 | 新進 | 歷史 |
| HPQHP Inc | Stock | 38,624 | $1,153 | <0.1% | +4,479+13.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,292 | $1,099 | <0.1% | +13,292 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 28,023 | $1,064 | <0.1% | +2,037+7.8% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 22,751 | $1,039 | <0.1% | +8,680+61.7% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 17,666 | $985 | <0.1% | +1,678+10.5% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 10,182 | $922 | <0.1% | +2,222+27.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 31,232 | $870 | <0.1% | +5,539+21.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 16,716 | $677 | <0.1% | +16,716 | 新進 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,446 | $611 | <0.1% | +1,677+14.2% | 加碼 | – |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 28,209 | $607 | <0.1% | +3,704+15.1% | 加碼 | – |
2022 年第 4 季之後清倉（20 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 66,519 | $309.4 萬 | 1.9% | – |
| PGProcter & Gamble Co | Stock | 9,052 | $136.4 萬 | 0.8% | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,718 | $130.4 萬 | 0.8% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 5,838 | $130.0 萬 | 0.8% | 歷史 |
| EAElectronic Arts Inc. | COM | 9,833 | $124.0 萬 | 0.8% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 7,289 | $120.9 萬 | 0.7% | 歷史 |
| SHWSherwin Williams Co | COM | 4,812 | $117.3 萬 | 0.7% | 歷史 |
| ADBEAdobe Inc. | Stock | 3,267 | $112.0 萬 | 0.7% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,729 | $107.9 萬 | 0.7% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 3,535 | $106.8 萬 | 0.7% | 歷史 |
| EQIXEquinix Inc | COM | 1,455 | $104.1 萬 | 0.6% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 14,683 | $101.4 萬 | 0.6% | 歷史 |
| CATCaterpillar Inc | Stock | 3,383 | $84.8 萬 | 0.5% | 歷史 |
| SIVBSVB Financial Group | COM | 3,265 | $83.3 萬 | 0.5% | 歷史 |
| ILMNIllumina, Inc. | COM | 3,841 | $78.4 萬 | 0.5% | 歷史 |
| LRCXLam Research Corp | COM | 1,435 | $66.6 萬 | 0.4% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 7,911 | $43.9 萬 | 0.3% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,919 | $43.0 萬 | 0.3% | – |
| MRNAModerna, Inc. | Stock | 1,400 | $26.1 萬 | 0.2% | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 3,987 | $22.2 萬 | 0.1% | – |