Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/2 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 94
- 較 2024 年第 4 季 −2
- 總值
- $2.17 億
- 較 2024 年第 4 季 −$1,753 萬 (−7.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Europe ETF46434V738 | ETF | 218,474 | $1,367 萬 | 6.3% | +32,189+17.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 34,072 | $724.0 萬 | 3.3% | +617+1.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,071 | $628.3 萬 | 2.9% | +152+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,217 | $601.5 萬 | 2.8% | +377+2.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 52,927 | $576.5 萬 | 2.7% | +1,546+3.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 35,254 | $559.8 萬 | 2.6% | +9,180+35.2% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 56,837 | $546.0 萬 | 2.5% | +56,837 | 新進 | – |
| IAUiShares Gold Trust | ETF | 85,133 | $466.2 萬 | 2.1% | −2,663−3.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 85,074 | $412.3 萬 | 1.9% | +2,934+3.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 37,428 | $364.0 萬 | 1.7% | −409−1.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 18,639 | $358.7 萬 | 1.7% | −839−4.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,650 | $354.6 萬 | 1.6% | −17−0.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 100,891 | $354.6 萬 | 1.6% | −306,589−75.2% | 減碼 | – |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $342.3 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 2,912 | $329.6 萬 | 1.5% | −52−1.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,449 | $301.4 萬 | 1.4% | +274+1.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,709 | $287.7 萬 | 1.3% | +86+1.3% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 70,718 | $270.7 萬 | 1.2% | +2,600+3.8% | 加碼 | – |
| VVisa Inc. | Stock | 7,709 | $266.3 萬 | 1.2% | +108+1.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,114 | $257.2 萬 | 1.2% | −1,275−12.3% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 198,762 | $251.2 萬 | 1.2% | −1,762−0.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,063 | $243.3 萬 | 1.1% | −215−2.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,420 | $237.2 萬 | 1.1% | +1,591+27.3% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 10,162 | $234.8 萬 | 1.1% | +43+0.4% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 35,260 | $234.3 萬 | 1.1% | +19,309+121.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,267 | $234.3 萬 | 1.1% | −2,425−36.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 16,690 | $231.8 萬 | 1.1% | +76+0.5% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 21,270 | $226.6 萬 | 1.0% | +317+1.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,127 | $225.9 萬 | 1.0% | −57−1.4% | 減碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 441,330 | $222.9 萬 | 1.0% | +391+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,098 | $222.6 萬 | 1.0% | +61+0.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,045 | $221.7 萬 | 1.0% | +58+1.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,266 | $221.1 萬 | 1.0% | −186−1.4% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 9,873 | $220.6 萬 | 1.0% | −65−0.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 27,040 | $219.1 萬 | 1.0% | +27,040 | 新進 | 歷史 |
| WCNWaste Connections, Inc. | COM | 11,056 | $218.5 萬 | 1.0% | +49+0.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 15,331 | $215.7 萬 | 1.0% | +25+0.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 12,790 | $214.8 萬 | 1.0% | +40+0.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,498 | $214.5 萬 | 1.0% | +128+1.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 30,852 | $211.0 萬 | 1.0% | −111−0.4% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 69,782 | $211.0 萬 | 1.0% | +948+1.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,110 | $209.9 萬 | 1.0% | +45+2.2% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 13,338 | $209.3 萬 | 1.0% | +65+0.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,036 | $207.1 萬 | 1.0% | +117+1.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,931 | $200.0 萬 | 0.9% | +225+1.2% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,249 | $198.7 萬 | 0.9% | +47+1.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 49,795 | $198.6 萬 | 0.9% | +905+1.9% | 加碼 | 歷史 |
| TIMBTim S.A. | SPONSORED ADR | 118,664 | $197.9 萬 | 0.9% | +118,664 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 16,844 | $194.4 萬 | 0.9% | +314+1.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 23,481 | $193.2 萬 | 0.9% | +471+2.0% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 30,061 | $191.0 萬 | 0.9% | +892+3.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,650 | $188.3 萬 | 0.9% | −1,379−27.4% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 16,453 | $186.7 萬 | 0.9% | +509+3.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,785 | $184.6 萬 | 0.9% | +199+3.0% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 5,196 | $183.4 萬 | 0.8% | +143+2.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 66,137 | $183.2 萬 | 0.8% | +2,190+3.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,094 | $182.4 萬 | 0.8% | +252+3.2% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,807 | $176.5 萬 | 0.8% | +81+2.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 24,521 | $175.7 萬 | 0.8% | +741+3.1% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 30,285 | $175.2 萬 | 0.8% | +13,969+85.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,846 | $174.7 萬 | 0.8% | +34+0.7% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,022 | $174.1 萬 | 0.8% | +64+3.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,810 | $173.7 萬 | 0.8% | +281+2.7% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 40,350 | $173.0 萬 | 0.8% | +1,520+3.9% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 55,300 | $169.0 萬 | 0.8% | +1,840+3.4% | 加碼 | – |
| DDominion Energy, Inc | Stock | 30,928 | $168.2 萬 | 0.8% | +1,132+3.8% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 37,978 | $164.5 萬 | 0.8% | +1,353+3.7% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 39,231 | $163.3 萬 | 0.8% | +486+1.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 129,936 | $162.1 萬 | 0.7% | +42,047+47.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 10,351 | $161.8 萬 | 0.7% | +367+3.7% | 加碼 | 歷史 |
| SHELShell plc | ADR | 25,004 | $161.2 萬 | 0.7% | +838+3.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,721 | $154.7 萬 | 0.7% | +1,046+155.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 22,872 | $153.0 萬 | 0.7% | +972+4.4% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 13,722 | $151.4 萬 | 0.7% | +523+4.0% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 12,128 | $144.8 萬 | 0.7% | +12,128 | 新進 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 126,896 | $143.3 萬 | 0.7% | +5,131+4.2% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 9,150 | $143.1 萬 | 0.7% | +128+1.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,232 | $133.0 萬 | 0.6% | +129+4.2% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 14,468 | $129.5 萬 | 0.6% | +381+2.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,002 | $128.8 萬 | 0.6% | +144+5.0% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,191 | $128.2 萬 | 0.6% | +164+2.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 12,318 | $119.1 萬 | 0.5% | +813+7.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 73,182 | $104.7 萬 | 0.5% | +31,325+74.8% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 9,957 | $96.9 萬 | 0.4% | +599+6.4% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 13,821 | $74.0 萬 | 0.3% | +13,821 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,478 | $63.4 萬 | 0.3% | +108+1.5% | 加碼 | – |
| iShares Tr46434V787 | YLD OPTIM BD | 256,591 | $52.7 萬 | 0.2% | +4,043+1.6% | 加碼 | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 53,144 | $51.1 萬 | 0.2% | −27,059−33.7% | 減碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 21,160 | $30.5 萬 | 0.1% | −1,406−6.2% | 減碼 | – |
| CMCSAComcast Corp | Stock | 7,872 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 421 | $23.3 萬 | 0.1% | −14,678−97.2% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 45 | $22.9 萬 | 0.1% | +45 | 新進 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,792 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 2,200 | $20.2 萬 | 0.1% | +2,200 | 新進 | 歷史 |
2024 年第 4 季之後清倉（9 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard World FD921910709 | EXTENDED DUR | 80,171 | $542.9 萬 | 2.3% | – |
| iShares Tr464288257 | MSCI ACWI ETF | 19,190 | $225.5 萬 | 1.0% | – |
| PRUPrudential Financial Inc | Stock | 16,087 | $190.7 萬 | 0.8% | 歷史 |
| DELLDell Technologies Inc. | Stock | 16,313 | $188.0 萬 | 0.8% | 歷史 |
| TXTTextron Inc | COM | 22,417 | $171.5 萬 | 0.7% | 歷史 |
| ADBEAdobe Inc. | Stock | 3,318 | $147.5 萬 | 0.6% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10,071 | $127.0 萬 | 0.5% | 歷史 |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 82,873 | $88.6 萬 | 0.4% | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,548 | $57.8 萬 | 0.2% | 歷史 |