Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 96
- 較 2025 年第 1 季 +2
- 總值
- $2.45 億
- 較 2025 年第 1 季 +$2,779 萬 (+12.8%)
| 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 | 228,774 | $1,514 萬 | 6.2% | +10,300+4.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 66,327 | $1,017 萬 | 4.2% | +13,400+25.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,752 | $766.1 萬 | 3.1% | +681+2.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,353 | $755.5 萬 | 3.1% | +136+0.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,128 | $730.0 萬 | 3.0% | +1,056+3.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 35,840 | $630.2 萬 | 2.6% | +586+1.7% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 59,100 | $563.2 萬 | 2.3% | +2,263+4.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 18,589 | $492.1 萬 | 2.0% | −50−0.3% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 85,454 | $470.1 萬 | 1.9% | +321+0.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 87,447 | $466.1 萬 | 1.9% | +2,373+2.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 114,531 | $442.4 萬 | 1.8% | +13,640+13.5% | 加碼 | – |
| NFLXNetflix Inc | Stock | 2,935 | $379.7 萬 | 1.6% | +23+0.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 37,624 | $369.6 萬 | 1.5% | +196+0.5% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $358.0 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,776 | $333.4 萬 | 1.4% | +67+1.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 15,217 | $333.2 萬 | 1.4% | −114−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,709 | $328.5 萬 | 1.3% | +59+0.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,303 | $309.5 萬 | 1.3% | +36+0.8% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 9,968 | $306.9 萬 | 1.3% | +95+1.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,790 | $300.0 萬 | 1.2% | +341+2.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,216 | $296.9 萬 | 1.2% | −50−0.4% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 72,290 | $289.0 萬 | 1.2% | +1,572+2.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 9,895 | $288.1 萬 | 1.2% | −168−1.7% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 200,883 | $275.8 萬 | 1.1% | +2,121+1.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,158 | $275.4 萬 | 1.1% | +44+0.5% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 30,979 | $267.3 萬 | 1.1% | +127+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,165 | $266.2 萬 | 1.1% | +67+0.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,486 | $266.1 萬 | 1.1% | −223−2.9% | 減碼 | 歷史 |
| MMM3M Co | Stock | 16,869 | $259.5 萬 | 1.1% | +179+1.1% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 36,420 | $254.3 萬 | 1.0% | +1,160+3.3% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 449,892 | $252.8 萬 | 1.0% | +8,562+1.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 27,427 | $252.7 萬 | 1.0% | +387+1.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,107 | $252.3 萬 | 1.0% | +71+1.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 21,986 | $245.6 萬 | 1.0% | +716+3.4% | 加碼 | 歷史 |
| TIMBTim S.A. | SPONSORED ADR | 120,430 | $243.6 萬 | 1.0% | +1,766+1.5% | 加碼 | 歷史 |
| UBSUBS Group AG | Stock | 71,825 | $242.6 萬 | 1.0% | +2,043+2.9% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 20,661 | $242.2 萬 | 1.0% | +20,661 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 10,206 | $240.9 萬 | 1.0% | +44+0.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 49,947 | $240.5 萬 | 1.0% | +152+0.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 17,023 | $240.1 萬 | 1.0% | +179+1.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 24,776 | $239.9 萬 | 1.0% | +255+1.0% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 13,554 | $235.9 萬 | 1.0% | +216+1.6% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 23,822 | $235.6 萬 | 1.0% | +341+1.5% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 12,953 | $235.6 萬 | 1.0% | +163+1.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,060 | $229.2 萬 | 0.9% | +15+0.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,611 | $226.4 萬 | 0.9% | +191+2.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,548 | $218.6 萬 | 0.9% | +50+0.7% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 11,412 | $212.1 萬 | 0.9% | +356+3.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,993 | $211.6 萬 | 0.9% | +183+1.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,141 | $211.1 萬 | 0.9% | +31+1.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,166 | $209.4 萬 | 0.9% | +235+1.2% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 17,000 | $209.3 萬 | 0.9% | +547+3.3% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,907 | $203.3 萬 | 0.8% | +122+1.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,876 | $203.1 萬 | 0.8% | −1,251−30.3% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,711 | $199.6 萬 | 0.8% | +61+1.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,859 | $196.2 萬 | 0.8% | +52+1.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 67,368 | $194.6 萬 | 0.8% | +1,231+1.9% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 23,839 | $191.8 萬 | 0.8% | +23,839 | 新進 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 31,076 | $191.1 萬 | 0.8% | +1,015+3.4% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 5,284 | $187.7 萬 | 0.8% | +88+1.7% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,280 | $185.9 萬 | 0.8% | +186+2.3% | 加碼 | 歷史 |
| SHELShell plc | ADR | 25,997 | $185.1 萬 | 0.8% | +993+4.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,947 | $184.6 萬 | 0.8% | +101+2.1% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,307 | $184.5 萬 | 0.8% | +58+1.8% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 57,432 | $183.6 萬 | 0.7% | +2,132+3.9% | 加碼 | – |
| DDominion Energy, Inc | Stock | 31,493 | $181.6 萬 | 0.7% | +565+1.8% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 31,075 | $179.6 萬 | 0.7% | +790+2.6% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 38,887 | $177.6 萬 | 0.7% | +909+2.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 132,856 | $173.8 萬 | 0.7% | +2,920+2.2% | 加碼 | – |
| NEENextera Energy Inc | Stock | 23,448 | $171.3 萬 | 0.7% | +576+2.5% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 14,035 | $170.1 萬 | 0.7% | +313+2.3% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 41,207 | $166.4 萬 | 0.7% | +857+2.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,619 | $165.6 萬 | 0.7% | +268+2.6% | 加碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 130,928 | $164.8 萬 | 0.7% | +4,032+3.2% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,056 | $163.5 萬 | 0.7% | +34+1.7% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 14,860 | $151.7 萬 | 0.6% | +392+2.7% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 9,203 | $146.5 萬 | 0.6% | +53+0.6% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 12,566 | $143.2 萬 | 0.6% | +438+3.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,791 | $139.0 萬 | 0.6% | +70+4.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 10,145 | $138.1 萬 | 0.6% | +188+1.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 84,115 | $116.5 萬 | 0.5% | +10,933+14.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 16,453 | $99.0 萬 | 0.4% | +16,453 | 新進 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 13,821 | $82.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 21,289 | $76.2 萬 | 0.3% | +21,289 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,240 | $64.6 萬 | 0.3% | −238−3.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,134 | $64.4 萬 | 0.3% | +1,134 | 新進 | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 55,924 | $55.4 萬 | 0.2% | +2,780+5.2% | 加碼 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 258,762 | $53.6 萬 | 0.2% | +2,171+0.8% | 加碼 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 22,279 | $32.2 萬 | 0.1% | +1,119+5.3% | 加碼 | – |
| CMCSAComcast Corp | Stock | 7,872 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,467 | $28.3 萬 | 0.1% | +4,467 | 新進 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,728 | $26.6 萬 | 0.1% | −64−2.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 420 | $25.9 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 45 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,112 | $24.7 萬 | 0.1% | +5,112 | 新進 | – |
| SOSouthern Co | Stock | 2,200 | $20.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DALDelta Air Lines, Inc. | COM NEW | 39,231 | $163.3 萬 | 0.8% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,232 | $133.0 萬 | 0.6% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,002 | $128.8 萬 | 0.6% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,191 | $128.2 萬 | 0.6% | 歷史 |
| TGTTarget Corp | Stock | 12,318 | $119.1 萬 | 0.5% | 歷史 |