Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 96
- 較 2024 年第 3 季 +3
- 總值
- $2.35 億
- 較 2024 年第 3 季 +$977.6 萬 (+4.3%)
| 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 | 407,480 | $1,828 萬 | 7.8% | +28,569+7.5% | 加碼 | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 186,285 | $1,006 萬 | 4.3% | +13,734+8.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,455 | $837.8 萬 | 3.6% | +175+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,919 | $744.1 萬 | 3.2% | −744−2.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 51,381 | $690.0 萬 | 2.9% | −51−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,840 | $625.5 萬 | 2.7% | −311−2.1% | 減碼 | 歷史 |
| Vanguard World FD921910709 | EXTENDED DUR | 80,171 | $542.9 萬 | 2.3% | +80,171 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 26,074 | $493.6 萬 | 2.1% | −17−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 19,478 | $451.6 萬 | 1.9% | −539−2.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 82,140 | $447.5 萬 | 1.9% | +1,400+1.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 10,389 | $419.5 萬 | 1.8% | −365−3.4% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 87,796 | $392.6 萬 | 1.7% | +7,852+9.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,692 | $391.8 萬 | 1.7% | −33−0.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 37,837 | $341.9 萬 | 1.5% | −675−1.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,667 | $302.2 萬 | 1.3% | +25+0.4% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $301.5 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,175 | $269.7 萬 | 1.1% | +283+1.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,452 | $265.7 萬 | 1.1% | −716−5.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,964 | $264.2 萬 | 1.1% | −141−4.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,029 | $262.5 萬 | 1.1% | −212−4.0% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 68,118 | $258.2 萬 | 1.1% | +1,245+1.9% | 加碼 | – |
| ORCLOracle Corp | Stock | 15,306 | $255.1 萬 | 1.1% | −1,389−8.3% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 23,010 | $254.3 萬 | 1.1% | −438−1.9% | 減碼依 4 比 1 拆股換算 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 13,273 | $247.3 萬 | 1.1% | −211−1.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 7,601 | $240.2 萬 | 1.0% | +81+1.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,184 | $239.6 萬 | 1.0% | −59−1.4% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 200,524 | $235.0 萬 | 1.0% | −2,141−1.1% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 38,745 | $234.4 萬 | 1.0% | −1,271−3.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 6,919 | $229.6 萬 | 1.0% | −103−1.5% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,623 | $226.6 萬 | 1.0% | +31+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,278 | $225.9 萬 | 1.0% | −235−2.2% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 19,190 | $225.5 萬 | 1.0% | +19,190 | 新進 | – |
| HUBSHubSpot Inc | COM | 3,202 | $223.1 萬 | 1.0% | −3−0.1% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 9,938 | $222.3 萬 | 0.9% | −3,055−23.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 30,963 | $218.0 萬 | 0.9% | +40.0% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 10,119 | $217.4 萬 | 0.9% | +70+0.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,037 | $216.6 萬 | 0.9% | +70+0.8% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 440,939 | $215.6 萬 | 0.9% | −3,104−0.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 48,890 | $214.9 萬 | 0.9% | +72+0.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 16,614 | $214.5 萬 | 0.9% | +146+0.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,987 | $209.9 萬 | 0.9% | +40+1.0% | 加碼 | 歷史 |
| UBSUBS Group AG | Stock | 68,834 | $208.7 萬 | 0.9% | +253+0.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 16,530 | $207.8 萬 | 0.9% | −51−0.3% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 7,370 | $203.6 萬 | 0.9% | +46+0.6% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,529 | $203.1 萬 | 0.9% | +23+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,706 | $201.2 萬 | 0.9% | −151−0.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,953 | $193.5 萬 | 0.8% | +78+0.4% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 16,087 | $190.7 萬 | 0.8% | +94+0.6% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 12,750 | $190.0 萬 | 0.8% | +81+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,065 | $189.3 萬 | 0.8% | +15+0.7% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 11,007 | $188.9 萬 | 0.8% | +124+1.1% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 16,313 | $188.0 萬 | 0.8% | +337+2.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,812 | $187.2 萬 | 0.8% | +53+1.1% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,958 | $184.6 萬 | 0.8% | +23+1.2% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 36,625 | $176.4 萬 | 0.8% | +36,625 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,586 | $173.5 萬 | 0.7% | +91+1.4% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 5,053 | $171.8 萬 | 0.7% | +37+0.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 23,780 | $171.8 萬 | 0.7% | +23,780 | 新進 | 歷史 |
| TXTTextron Inc | COM | 22,417 | $171.5 萬 | 0.7% | +389+1.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,829 | $169.0 萬 | 0.7% | +173+3.1% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 29,169 | $165.4 萬 | 0.7% | +503+1.8% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 13,199 | $161.8 萬 | 0.7% | +252+1.9% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 29,796 | $160.5 萬 | 0.7% | +481+1.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,726 | $157.9 萬 | 0.7% | +76+2.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 21,900 | $157.0 萬 | 0.7% | +376+1.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,103 | $157.0 萬 | 0.7% | +47+1.5% | 加碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 121,765 | $156.6 萬 | 0.7% | +2,527+2.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 11,505 | $155.5 萬 | 0.7% | +234+2.1% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 15,944 | $155.2 萬 | 0.7% | +288+1.8% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 38,830 | $154.5 萬 | 0.7% | +752+2.0% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 53,460 | $152.9 萬 | 0.7% | +1,255+2.4% | 加碼 | – |
| SHELShell plc | ADR | 24,166 | $151.4 萬 | 0.6% | +622+2.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,858 | $148.7 萬 | 0.6% | +67+2.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,318 | $147.5 萬 | 0.6% | +65+2.0% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 9,022 | $147.0 萬 | 0.6% | +172+1.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 63,947 | $145.6 萬 | 0.6% | +63,947 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,984 | $144.4 萬 | 0.6% | +273+2.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,842 | $143.8 萬 | 0.6% | +186+2.4% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 15,951 | $137.2 萬 | 0.6% | +117+0.7% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,027 | $136.7 萬 | 0.6% | +73+1.2% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 14,087 | $128.4 萬 | 0.5% | +1,462+11.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10,071 | $127.0 萬 | 0.5% | +10,071 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 87,889 | $114.8 萬 | 0.5% | +66,345+308.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 9,358 | $113.0 萬 | 0.5% | +259+2.8% | 加碼 | 歷史 |
| EFREaton Vance Senior Floating-Rate Trust | COM | 80,203 | $88.8 萬 | 0.4% | −5,165−6.1% | 減碼 | 歷史 |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 82,873 | $88.6 萬 | 0.4% | +53,099+178.3% | 加碼 | – |
| ORealty Income Corp | REIT | 16,316 | $87.1 萬 | 0.4% | −12,521−43.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 41,857 | $64.7 萬 | 0.3% | +34,518+470.3% | 加碼 | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,548 | $57.8 萬 | 0.2% | −16,143−58.3% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,370 | $55.7 萬 | 0.2% | +52+0.7% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 675 | $52.1 萬 | 0.2% | −933−58.0% | 減碼 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 252,548 | $49.5 萬 | 0.2% | +237,393+1,566.4% | 加碼 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 22,566 | $33.6 萬 | 0.1% | +17,711+364.8% | 加碼 | – |
| CMCSAComcast Corp | Stock | 7,872 | $29.5 萬 | 0.1% | −36,790−82.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,099 | $27.7 萬 | 0.1% | +14,649+3,255.3% | 加碼 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,792 | $25.8 萬 | 0.1% | −168−5.7% | 減碼 | – |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。