Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/8 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 69
- 較 2024 年第 1 季 −26
- 總值
- $1.76 億
- 較 2024 年第 1 季 −$2,956 萬 (−14.4%)
| 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 | 371,377 | $1,710 萬 | 9.7% | +3,630+1.0% | 加碼 | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 144,841 | $824.9 萬 | 4.7% | +830+0.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,624 | $708.2 萬 | 4.0% | −25−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,100 | $674.9 萬 | 3.8% | +948+6.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,522 | $667.1 萬 | 3.8% | −493−1.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 51,158 | $632.0 萬 | 3.6% | +8,528+20.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 26,376 | $480.4 萬 | 2.7% | −1,793−6.4% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 79,236 | $348.1 萬 | 2.0% | +555+0.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,970 | $337.5 萬 | 1.9% | −26−0.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,661 | $335.9 萬 | 1.9% | +980+17.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,011 | $322.9 萬 | 1.8% | −3−0.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 61,456 | $321.9 萬 | 1.8% | +956+1.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 26,908 | $309.8 萬 | 1.8% | −4,623−14.7% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,104 | $272.2 萬 | 1.5% | −1,338−15.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,666 | $271.2 萬 | 1.5% | −13−0.2% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 13,367 | $267.7 萬 | 1.5% | −1,385−9.4% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $262.4 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,507 | $252.2 萬 | 1.4% | −334−2.3% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,331 | $248.2 萬 | 1.4% | −80−3.3% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,347 | $237.9 萬 | 1.4% | +20.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,770 | $236.8 萬 | 1.3% | +40.0% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 15,867 | $226.5 萬 | 1.3% | −63−0.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 6,999 | $219.5 萬 | 1.2% | −80−1.1% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 202,193 | $218.4 萬 | 1.2% | −2,648−1.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,711 | $211.9 萬 | 1.2% | +69+0.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,115 | $210.2 萬 | 1.2% | +10.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 5,834 | $204.5 萬 | 1.2% | −3,094−34.7% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 67,912 | $200.6 萬 | 1.1% | +103+0.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 29,408 | $199.1 萬 | 1.1% | −40.0% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 30,957 | $196.5 萬 | 1.1% | −313−1.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,369 | $195.0 萬 | 1.1% | +78+0.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 48,409 | $192.5 萬 | 1.1% | −125−0.3% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 10,829 | $189.9 萬 | 1.1% | +40.0% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 22,057 | $189.4 萬 | 1.1% | +129+0.6% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 39,207 | $186.0 萬 | 1.1% | −79−0.2% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 15,865 | $185.9 萬 | 1.1% | +26+0.2% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 439,438 | $185.9 萬 | 1.1% | −4,059−0.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,533 | $182.2 萬 | 1.0% | +48+0.5% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 12,687 | $173.7 萬 | 1.0% | +58+0.5% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 43,944 | $172.1 萬 | 1.0% | +692+1.6% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 48,802 | $170.9 萬 | 1.0% | −250−0.5% | 減碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 117,613 | $170.4 萬 | 1.0% | −269−0.2% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 13,290 | $167.4 萬 | 1.0% | +166+1.3% | 加碼 | 歷史 |
| SHELShell plc | ADR | 23,195 | $167.4 萬 | 1.0% | −242−1.0% | 減碼 | 歷史 |
| MMM3M Co | Stock | 16,277 | $166.3 萬 | 0.9% | +16,277 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 15,566 | $165.7 萬 | 0.9% | +50+0.3% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 11,032 | $163.3 萬 | 0.9% | +40+0.4% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,450 | $162.5 萬 | 0.9% | +182+1.8% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 12,731 | $160.3 萬 | 0.9% | +85+0.7% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 27,319 | $158.9 萬 | 0.9% | +142+0.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 16,330 | $158.7 萬 | 0.9% | +68+0.4% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 28,598 | $157.3 萬 | 0.9% | −120.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 21,517 | $152.4 萬 | 0.9% | −217−1.0% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 28,495 | $150.5 萬 | 0.9% | +264+0.9% | 加碼 | 歷史 |
| BPBP PLC | ADR | 41,307 | $149.1 萬 | 0.8% | +489+1.2% | 加碼 | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 39,987 | $148.3 萬 | 0.8% | +644+1.6% | 加碼 | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 112,964 | $147.8 萬 | 0.8% | +411+0.4% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 51,046 | $146.8 萬 | 0.8% | +51,046 | 新進 | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 22,477 | $144.6 萬 | 0.8% | +459+2.1% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 37,698 | $144.3 萬 | 0.8% | +118+0.3% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 29,031 | $142.3 萬 | 0.8% | +198+0.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,622 | $141.5 萬 | 0.8% | +554+2.8% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 24,721 | $141.1 萬 | 0.8% | +242+1.0% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 12,226 | $131.7 萬 | 0.7% | +302+2.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 14,546 | $109.6 萬 | 0.6% | +282+2.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 21,455 | $104.6 萬 | 0.6% | +779+3.8% | 加碼 | – |
| WNSWNS (Holdings) Ltd | COM SHS | 17,449 | $91.6 萬 | 0.5% | −4,251−19.6% | 減碼 | 歷史 |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 29,358 | $79.7 萬 | 0.5% | +803+2.8% | 加碼 | – |
| iShares Tr46434V787 | YLD OPTIM BD | 14,625 | $32.4 萬 | 0.2% | +2,287+18.5% | 加碼 | – |
2024 年第 1 季之後清倉（28 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 14,365 | $285.8 萬 | 1.4% | 歷史 |
| VVisa Inc. | Stock | 7,373 | $205.2 萬 | 1.0% | 歷史 |
| HUBSHubSpot Inc | COM | 3,119 | $198.6 萬 | 1.0% | 歷史 |
| DXCMDexcom Inc | COM | 13,950 | $192.4 萬 | 0.9% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,535 | $190.5 萬 | 0.9% | 歷史 |
| CBChubb Ltd | Stock | 7,301 | $187.9 萬 | 0.9% | 歷史 |
| MAMastercard Inc | Stock | 3,879 | $185.6 萬 | 0.9% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,297 | $177.7 萬 | 0.9% | 歷史 |
| HDHome Depot, Inc. | Stock | 4,639 | $170.7 萬 | 0.8% | 歷史 |
| SHWSherwin Williams Co | COM | 4,898 | $165.6 萬 | 0.8% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,696 | $159.4 萬 | 0.8% | 歷史 |
| ADBEAdobe Inc. | Stock | 3,157 | $158.5 萬 | 0.8% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 9,924 | $158.1 萬 | 0.8% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,735 | $157.9 萬 | 0.8% | 歷史 |
| EQIXEquinix Inc | COM | 1,851 | $148.1 萬 | 0.7% | 歷史 |
| JNJJohnson & Johnson | Stock | 9,335 | $147.3 萬 | 0.7% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,001 | $147.0 萬 | 0.7% | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,505 | $144.9 萬 | 0.7% | 歷史 |
| ZTSZoetis Inc. | Stock | 8,598 | $143.6 萬 | 0.7% | 歷史 |
| DEDeere & Co | Stock | 3,480 | $140.6 萬 | 0.7% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,667 | $138.3 萬 | 0.7% | 歷史 |
| MCDMcDonalds Corp | Stock | 4,430 | $124.1 萬 | 0.6% | 歷史 |
| PFEPfizer Inc | Stock | 42,184 | $116.9 萬 | 0.6% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,905 | $54.9 萬 | 0.3% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,219 | $52.9 萬 | 0.3% | – |
| CSCOCisco Systems, Inc. | Stock | 6,680 | $33.4 萬 | 0.2% | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 4,619 | $30.0 萬 | 0.1% | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,960 | $22.9 萬 | 0.1% | – |