Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 95
- 較 2023 年第 4 季 −5
- 總值
- $2.05 億
- 較 2023 年第 4 季 +$1,475 萬 (+7.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 367,747 | $1,641 萬 | 8.0% | +11,031+3.1% | 加碼 | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 144,011 | $831.4 萬 | 4.0% | +6,993+5.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 35,015 | $633.7 萬 | 3.1% | +380+1.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,152 | $600.9 萬 | 2.9% | +585+4.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 33,649 | $572.1 萬 | 2.8% | +5,247+18.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28,169 | $438.0 萬 | 2.1% | −12,580−30.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,263 | $385.2 萬 | 1.9% | +850+24.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 31,531 | $368.9 萬 | 1.8% | +1,272+4.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 60,500 | $342.1 萬 | 1.7% | +2,833+4.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 78,681 | $334.1 萬 | 1.6% | +2,359+3.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,996 | $288.2 萬 | 1.4% | +35+0.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,365 | $285.8 萬 | 1.4% | +286+2.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,679 | $280.7 萬 | 1.4% | +165+2.5% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $280.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,681 | $279.1 萬 | 1.4% | −872−13.3% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 14,752 | $274.4 萬 | 1.3% | −120−0.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,014 | $272.0 萬 | 1.3% | −1,076−34.8% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 8,442 | $269.8 萬 | 1.3% | −743−8.1% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 8,928 | $267.6 萬 | 1.3% | −41−0.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,411 | $236.7 萬 | 1.2% | −117−4.6% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,079 | $220.9 萬 | 1.1% | +98+1.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,345 | $211.1 萬 | 1.0% | +22+0.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,766 | $210.4 萬 | 1.0% | +253+1.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,841 | $210.0 萬 | 1.0% | +1,227+9.0% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 21,928 | $209.0 萬 | 1.0% | +571+2.7% | 加碼 | 歷史 |
| UBSUBS Group AG | Stock | 67,809 | $206.7 萬 | 1.0% | +1,048+1.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,373 | $205.2 萬 | 1.0% | −1,005−12.0% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 204,841 | $204.4 萬 | 1.0% | +5,213+2.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,291 | $204.1 萬 | 1.0% | −217−1.9% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 15,930 | $203.2 萬 | 1.0% | +461+3.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,485 | $199.0 萬 | 1.0% | +187+1.8% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,119 | $198.6 萬 | 1.0% | +27+0.9% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 31,270 | $198.4 萬 | 1.0% | +1,002+3.3% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 10,992 | $195.5 萬 | 1.0% | +2,532+29.9% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 13,950 | $192.4 萬 | 0.9% | +376+2.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,114 | $191.3 萬 | 0.9% | +59+1.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,535 | $190.5 萬 | 0.9% | +182+2.9% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 39,286 | $189.4 萬 | 0.9% | +1,282+3.4% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,301 | $187.9 萬 | 0.9% | +165+2.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,642 | $186.5 萬 | 0.9% | −3,585−25.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 3,879 | $185.6 萬 | 0.9% | +50+1.3% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 10,825 | $184.4 萬 | 0.9% | +253+2.4% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 15,839 | $184.2 萬 | 0.9% | +533+3.5% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 43,252 | $182.9 萬 | 0.9% | +1,369+3.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 48,534 | $182.1 萬 | 0.9% | +17,635+57.1% | 加碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 117,882 | $179.4 萬 | 0.9% | +2,507+2.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,297 | $177.7 萬 | 0.9% | +1,649+62.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 29,412 | $176.5 萬 | 0.9% | +687+2.4% | 加碼依 3 比 1 拆股換算 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 13,124 | $174.8 萬 | 0.9% | +444+3.5% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 12,629 | $173.1 萬 | 0.8% | +388+3.2% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 443,497 | $171.2 萬 | 0.8% | +14,229+3.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,639 | $170.7 萬 | 0.8% | +133+3.0% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 27,177 | $166.1 萬 | 0.8% | +983+3.8% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,898 | $165.6 萬 | 0.8% | +189+4.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,268 | $164.2 萬 | 0.8% | +3,878+60.7% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 12,646 | $164.1 萬 | 0.8% | −1,229−8.9% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,696 | $159.4 萬 | 0.8% | −6,410−42.4% | 減碼 | 歷史 |
| SHELShell plc | ADR | 23,437 | $159.2 萬 | 0.8% | +1,049+4.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,157 | $158.5 萬 | 0.8% | +75+2.4% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 9,924 | $158.1 萬 | 0.8% | +1,068+12.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,735 | $157.9 萬 | 0.8% | +339+14.1% | 加碼 | 歷史 |
| BPBP PLC | ADR | 40,818 | $154.9 萬 | 0.8% | +1,705+4.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 16,262 | $152.1 萬 | 0.7% | +7,063+76.8% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 28,231 | $150.9 萬 | 0.7% | +14,147+100.4% | 加碼 | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 39,343 | $150.4 萬 | 0.7% | +3,224+8.9% | 加碼 | – |
| HPQHP Inc | Stock | 49,052 | $149.0 萬 | 0.7% | +27,650+129.2% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 15,516 | $148.8 萬 | 0.7% | +582+3.9% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,851 | $148.1 萬 | 0.7% | +64+3.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,335 | $147.3 萬 | 0.7% | +385+4.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,001 | $147.0 萬 | 0.7% | +129+4.5% | 加碼 | 歷史 |
| EFREaton Vance Senior Floating-Rate Trust | COM | 112,553 | $146.8 萬 | 0.7% | +1,794+1.6% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,068 | $146.3 萬 | 0.7% | +877+4.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,505 | $144.9 萬 | 0.7% | +1,230+19.6% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 37,580 | $144.2 萬 | 0.7% | +22,458+148.5% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 8,598 | $143.6 萬 | 0.7% | +314+3.8% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 24,479 | $142.8 萬 | 0.7% | +1,212+5.2% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 28,610 | $142.6 萬 | 0.7% | +17,389+155.0% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 28,833 | $141.7 萬 | 0.7% | +17,380+151.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,480 | $140.6 萬 | 0.7% | +1,655+90.7% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,667 | $138.3 萬 | 0.7% | +308+5.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 21,734 | $137.7 萬 | 0.7% | +4,000+22.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 14,264 | $132.0 萬 | 0.6% | +712+5.3% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 11,924 | $127.6 萬 | 0.6% | +11,924 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,430 | $124.1 萬 | 0.6% | +295+7.1% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 22,018 | $123.8 萬 | 0.6% | +13,289+152.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 42,184 | $116.9 萬 | 0.6% | +24,808+142.8% | 加碼 | 歷史 |
| WNSWNS (Holdings) Ltd | COM SHS | 21,700 | $110.9 萬 | 0.5% | +21,700 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 20,676 | $102.9 萬 | 0.5% | +369+1.8% | 加碼 | – |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 28,555 | $74.8 萬 | 0.4% | +695+2.5% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,905 | $54.9 萬 | 0.3% | +199+3.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,219 | $52.9 萬 | 0.3% | +11+0.2% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 6,680 | $33.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 4,619 | $30.0 萬 | 0.1% | +55+1.2% | 加碼 | – |
| iShares Tr46434V787 | YLD OPTIM BD | 12,338 | $27.5 萬 | 0.1% | −1,992−13.9% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,960 | $22.9 萬 | 0.1% | +2,960 | 新進 | – |
2023 年第 4 季之後清倉（8 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 101,519 | $1,033 萬 | 5.4% | – |
| ADMArcher-Daniels-Midland Co | Stock | 9,936 | $71.8 萬 | 0.4% | 歷史 |
| WNS Hldgs Ltd92932M101 | SPON ADR | 8,617 | $54.5 萬 | 0.3% | – |
| UBERUber Technologies, Inc | Stock | 5,580 | $34.4 萬 | 0.2% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,700 | $27.3 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,399 | $26.4 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,700 | $24.6 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,700 | $22.7 萬 | 0.1% | 歷史 |