Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/8 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 100
- 較 2023 年第 3 季 +9
- 總值
- $1.91 億
- 較 2023 年第 3 季 +$3,048 萬 (+19.0%)
| 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 | 356,716 | $1,517 萬 | 8.0% | −76,519−17.7% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 101,519 | $1,033 萬 | 5.4% | +101,519 | 新進 | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 137,018 | $753.9 萬 | 4.0% | +137,018 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 40,749 | $569.2 萬 | 3.0% | −238−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 28,402 | $546.8 萬 | 2.9% | +287+1.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,635 | $526.2 萬 | 2.8% | +263+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,567 | $510.2 萬 | 2.7% | −696−4.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 14,227 | $353.5 萬 | 1.9% | −1,401−9.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,090 | $344.9 萬 | 1.8% | −414−11.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 57,667 | $312.4 萬 | 1.6% | +57,667 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 30,259 | $302.5 萬 | 1.6% | +459+1.5% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 76,322 | $297.9 萬 | 1.6% | −1,517−1.9% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $275.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,961 | $261.5 萬 | 1.4% | +18+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,079 | $239.5 萬 | 1.3% | −840−5.6% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,185 | $234.5 萬 | 1.2% | −854−8.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,514 | $232.3 萬 | 1.2% | +22+0.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,553 | $231.9 萬 | 1.2% | +2,267+52.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,106 | $222.7 萬 | 1.2% | −502−3.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 8,378 | $218.1 萬 | 1.1% | −1,249−13.0% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 8,969 | $211.2 萬 | 1.1% | −228−2.5% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 66,761 | $206.3 萬 | 1.1% | −1,721−2.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,528 | $198.0 萬 | 1.0% | +22+0.9% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 12,680 | $192.5 萬 | 1.0% | −69−0.5% | 減碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 115,375 | $184.3 萬 | 1.0% | +517+0.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,082 | $183.9 萬 | 1.0% | −123−3.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 41,883 | $183.7 萬 | 1.0% | +455+1.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,323 | $179.6 萬 | 0.9% | −20.0% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,092 | $179.5 萬 | 0.9% | +40+1.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,508 | $178.3 萬 | 0.9% | +153+1.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,513 | $174.1 萬 | 0.9% | −533−3.1% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 14,872 | $173.8 萬 | 0.9% | −100−0.7% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 199,628 | $171.9 萬 | 0.9% | +1,705+0.9% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 21,357 | $171.8 萬 | 0.9% | +159+0.8% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 26,194 | $169.3 萬 | 0.9% | +338+1.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,413 | $169.0 萬 | 0.9% | +3,413 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 13,574 | $168.4 萬 | 0.9% | +264+2.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,298 | $168.4 萬 | 0.9% | −6−0.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 6,981 | $168.1 萬 | 0.9% | +58+0.8% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 13,875 | $167.8 萬 | 0.9% | +102+0.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,353 | $165.0 萬 | 0.9% | +5+0.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 8,284 | $163.5 萬 | 0.9% | +91+1.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,829 | $163.3 萬 | 0.9% | +42+1.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,136 | $161.3 萬 | 0.8% | +26+0.4% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 15,469 | $160.0 萬 | 0.8% | +192+1.3% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 23,267 | $158.9 萬 | 0.8% | +487+2.1% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 15,306 | $158.7 萬 | 0.8% | +217+1.4% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 10,572 | $157.8 萬 | 0.8% | +94+0.9% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 12,241 | $157.2 萬 | 0.8% | +232+1.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,506 | $156.2 萬 | 0.8% | +68+1.5% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 30,268 | $155.7 萬 | 0.8% | +680+2.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 19,191 | $155.5 萬 | 0.8% | −132−0.7% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 38,004 | $152.9 萬 | 0.8% | +519+1.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,872 | $151.2 萬 | 0.8% | +15+0.5% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 8,856 | $151.2 萬 | 0.8% | +76+0.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,575 | $151.0 萬 | 0.8% | +58+0.6% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 14,934 | $150.8 萬 | 0.8% | +217+1.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,055 | $148.7 萬 | 0.8% | +42+1.4% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 429,268 | $147.7 萬 | 0.8% | +6,460+1.5% | 加碼 | 歷史 |
| SHELShell plc | ADR | 22,388 | $147.3 萬 | 0.8% | +333+1.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 13,552 | $147.1 萬 | 0.8% | +245+1.8% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,709 | $146.9 萬 | 0.8% | +4,709 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 1,787 | $143.9 萬 | 0.8% | +36+2.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,614 | $141.6 萬 | 0.7% | −1,028−7.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,950 | $140.3 萬 | 0.7% | +140+1.6% | 加碼 | 歷史 |
| EFREaton Vance Senior Floating-Rate Trust | COM | 110,759 | $140.2 萬 | 0.7% | +71,823+184.5% | 加碼 | 歷史 |
| BPBP PLC | ADR | 39,113 | $138.5 萬 | 0.7% | +461+1.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,275 | $135.5 萬 | 0.7% | −777−11.0% | 減碼 | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 36,119 | $132.5 萬 | 0.7% | +36,119 | 新進 | – |
| BDXBecton Dickinson & Co | Stock | 5,359 | $130.7 萬 | 0.7% | +129+2.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,396 | $127.2 萬 | 0.7% | −220−8.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,135 | $122.6 萬 | 0.6% | +4,135 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 8,460 | $120.5 萬 | 0.6% | −1,920−18.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 17,734 | $107.7 萬 | 0.6% | −1,552−8.0% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 30,899 | $104.0 萬 | 0.5% | −17,883−36.7% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,648 | $102.2 萬 | 0.5% | −1,434−35.1% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,390 | $98.9 萬 | 0.5% | −4,270−40.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 20,307 | $94.7 萬 | 0.5% | +596+3.0% | 加碼 | – |
| MSMorgan Stanley | Stock | 9,199 | $85.8 萬 | 0.4% | −7,571−45.1% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 14,084 | $80.9 萬 | 0.4% | −11,948−45.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,825 | $73.0 萬 | 0.4% | −1,374−43.0% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 9,936 | $71.8 萬 | 0.4% | −8,480−46.0% | 減碼 | 歷史 |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 27,860 | $68.2 萬 | 0.4% | +454+1.7% | 加碼 | – |
| HPQHP Inc | Stock | 21,402 | $64.4 萬 | 0.3% | −23,860−52.7% | 減碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 8,729 | $58.6 萬 | 0.3% | −11,035−55.8% | 減碼 | 歷史 |
| FEFirstenergy Corp | COM | 15,122 | $55.4 萬 | 0.3% | −19,489−56.3% | 減碼 | 歷史 |
| WNS Hldgs Ltd92932M101 | SPON ADR | 8,617 | $54.5 萬 | 0.3% | −10,611−55.2% | 減碼 | – |
| ULUnilever PLC | SPON ADR NEW | 11,221 | $54.4 萬 | 0.3% | −15,250−57.6% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 11,453 | $53.8 萬 | 0.3% | −14,746−56.3% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,706 | $50.5 萬 | 0.3% | +465+7.5% | 加碼 | – |
| PFEPfizer Inc | Stock | 17,376 | $50.0 萬 | 0.3% | −19,644−53.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,208 | $46.9 萬 | 0.2% | +338+4.9% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 5,580 | $34.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,680 | $33.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 14,330 | $32.1 萬 | 0.2% | +14,330 | 新進 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 4,564 | $28.1 萬 | 0.1% | −111−2.4% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 1,700 | $27.3 萬 | 0.1% | +1,700 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,399 | $26.4 萬 | 0.1% | +2,399 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,700 | $24.6 萬 | 0.1% | +1,700 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,700 | $22.7 萬 | 0.1% | +3,700 | 新進 | 歷史 |
2023 年第 3 季之後清倉（3 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。