Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/8 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 93
- 較 2024 年第 2 季 +24
- 總值
- $2.25 億
- 較 2024 年第 2 季 +$4,888 萬 (+27.8%)
| 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 | 378,911 | $1,788 萬 | 8.0% | +7,534+2.0% | 加碼 | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 172,551 | $1,051 萬 | 4.7% | +27,710+19.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,280 | $775.4 萬 | 3.4% | −344−1.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,151 | $652.0 萬 | 2.9% | +51+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,663 | $645.9 萬 | 2.9% | +141+0.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 51,432 | $624.6 萬 | 2.8% | +274+0.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 80,740 | $444.0 萬 | 2.0% | +19,284+31.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 26,091 | $432.7 萬 | 1.9% | −285−1.1% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 79,944 | $397.3 萬 | 1.8% | +708+0.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,725 | $385.0 萬 | 1.7% | +64+1.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 20,017 | $345.3 萬 | 1.5% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| CEGConstellation Energy Corp | Stock | 12,993 | $337.9 萬 | 1.5% | −374−2.8% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $316.1 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 38,512 | $311.0 萬 | 1.4% | +9,104+31.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,642 | $305.7 萬 | 1.4% | −24−0.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,892 | $294.1 萬 | 1.3% | +3,523+31.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,695 | $284.5 萬 | 1.3% | −75−0.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,754 | $281.4 萬 | 1.3% | +43+0.4% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 66,873 | $280.2 萬 | 1.2% | +66,873 | 新進 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 5,241 | $257.5 萬 | 1.1% | −106−2.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,168 | $246.1 萬 | 1.1% | −339−2.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,022 | $232.8 萬 | 1.0% | +23+0.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,513 | $232.4 萬 | 1.0% | −20−0.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 16,468 | $225.1 萬 | 1.0% | +191+1.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 5,862 | $225.0 萬 | 1.0% | +28+0.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,857 | $221.0 萬 | 1.0% | −8,051−29.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,105 | $220.2 萬 | 1.0% | −10−0.3% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 68,581 | $212.0 萬 | 0.9% | +669+1.0% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,324 | $211.2 萬 | 0.9% | +7,324 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,243 | $210.1 萬 | 0.9% | +4,243 | 新進 | 歷史 |
| VVisa Inc. | Stock | 7,520 | $206.8 萬 | 0.9% | +7,520 | 新進 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 202,665 | $206.3 萬 | 0.9% | +472+0.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 12,669 | $203.5 萬 | 0.9% | −18−0.1% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 40,016 | $203.2 萬 | 0.9% | +809+2.1% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 13,484 | $199.6 萬 | 0.9% | +194+1.5% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,495 | $196.3 萬 | 0.9% | +6,495 | 新進 | 歷史 |
| TXTTextron Inc | COM | 22,028 | $195.1 萬 | 0.9% | −29−0.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 3,947 | $194.9 萬 | 0.9% | +3,947 | 新進 | 歷史 |
| WCNWaste Connections, Inc. | COM | 10,883 | $194.6 萬 | 0.9% | +54+0.5% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,506 | $194.2 萬 | 0.9% | +56+0.5% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 30,959 | $193.8 萬 | 0.9% | +20.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 48,818 | $193.7 萬 | 0.9% | +409+0.8% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 15,993 | $193.7 萬 | 0.9% | +128+0.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,759 | $192.8 萬 | 0.9% | +4,759 | 新進 | 歷史 |
| SHWSherwin Williams Co | COM | 5,016 | $191.4 萬 | 0.9% | +5,016 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 15,976 | $189.4 萬 | 0.8% | +15,976 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,967 | $189.1 萬 | 0.8% | +8,967 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 15,834 | $188.5 萬 | 0.8% | −33−0.2% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 44,662 | $186.6 萬 | 0.8% | +718+1.6% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 28,666 | $186.2 萬 | 0.8% | +68+0.2% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 444,043 | $185.6 萬 | 0.8% | +4,605+1.0% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,592 | $184.9 萬 | 0.8% | −512−7.2% | 減碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 27,691 | $183.6 萬 | 0.8% | +372+1.4% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 28,837 | $182.9 萬 | 0.8% | +342+1.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 21,524 | $181.9 萬 | 0.8% | +70.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,050 | $181.8 萬 | 0.8% | −1,920−48.4% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 10,049 | $180.7 萬 | 0.8% | +10,049 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 15,656 | $180.1 萬 | 0.8% | +90+0.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,056 | $178.7 萬 | 0.8% | +3,056 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,656 | $178.0 萬 | 0.8% | +7,656 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 11,271 | $175.7 萬 | 0.8% | +239+2.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,875 | $175.0 萬 | 0.8% | +253+1.2% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 8,850 | $172.9 萬 | 0.8% | +8,850 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 16,581 | $172.8 萬 | 0.8% | +251+1.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,791 | $172.6 萬 | 0.8% | +2,791 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,656 | $172.2 萬 | 0.8% | +5,656 | 新進 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 119,238 | $171.8 萬 | 0.8% | +1,625+1.4% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,935 | $171.8 萬 | 0.8% | +1,935 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 3,205 | $170.4 萬 | 0.8% | +3,205 | 新進 | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 40,820 | $169.5 萬 | 0.8% | +833+2.1% | 加碼 | – |
| DDominion Energy, Inc | Stock | 29,315 | $169.4 萬 | 0.8% | +284+1.0% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 38,078 | $168.9 萬 | 0.8% | +380+1.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,253 | $168.4 萬 | 0.7% | +3,253 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 12,947 | $159.2 萬 | 0.7% | +216+1.7% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 52,205 | $158.8 萬 | 0.7% | +1,159+2.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,711 | $157.4 萬 | 0.7% | +9,711 | 新進 | 歷史 |
| SHELShell plc | ADR | 23,544 | $155.3 萬 | 0.7% | +349+1.5% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,650 | $152.3 萬 | 0.7% | +3,650 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,099 | $149.3 萬 | 0.7% | +9,099 | 新進 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 12,625 | $146.0 萬 | 0.6% | +399+3.3% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,954 | $143.6 萬 | 0.6% | +5,954 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,608 | $142.5 萬 | 0.6% | +1,608 | 新進 | 歷史 |
| BPBP PLC | ADR | 42,663 | $133.9 萬 | 0.6% | +1,356+3.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 21,544 | $113.9 萬 | 0.5% | +89+0.4% | 加碼 | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 85,368 | $108.8 萬 | 0.5% | −27,596−24.4% | 減碼 | 歷史 |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 29,774 | $83.0 萬 | 0.4% | +416+1.4% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,318 | $61.2 萬 | 0.3% | +7,318 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,339 | $60.9 萬 | 0.3% | +7,339 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 6,680 | $35.6 萬 | 0.2% | +6,680 | 新進 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 15,155 | $34.7 萬 | 0.2% | +530+3.6% | 加碼 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 4,855 | $32.9 萬 | 0.1% | +4,855 | 新進 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,960 | $26.7 萬 | 0.1% | +2,960 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 450 | $25.8 萬 | 0.1% | +450 | 新進 | 歷史 |
2024 年第 2 季之後清倉（6 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LRCXLam Research Corp | COM | 2,331 | $248.2 萬 | 1.4% | 歷史 |
| HPQHP Inc | Stock | 48,802 | $170.9 萬 | 1.0% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 22,477 | $144.6 萬 | 0.8% | 歷史 |
| BHPBHP Group Ltd | ADR | 24,721 | $141.1 萬 | 0.8% | 歷史 |
| NKENIKE, Inc. | Stock | 14,546 | $109.6 萬 | 0.6% | 歷史 |
| WNSWNS (Holdings) Ltd | COM SHS | 17,449 | $91.6 萬 | 0.5% | 歷史 |