Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 92
- 較 2025 年第 2 季 −4
- 總值
- $2.61 億
- 較 2025 年第 2 季 +$1,657 萬 (+6.8%)
| 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 | 230,942 | $1,573 萬 | 6.0% | +2,168+0.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 65,988 | $1,231 萬 | 4.7% | −339−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,050 | $892.5 萬 | 3.4% | −78−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 35,271 | $857.4 萬 | 3.3% | −569−1.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,305 | $792.7 萬 | 3.0% | −48−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,823 | $764.6 萬 | 2.9% | +71+0.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 123,864 | $699.3 萬 | 2.7% | +36,417+41.6% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 62,562 | $603.5 萬 | 2.3% | +3,462+5.9% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 18,133 | $598.2 萬 | 2.3% | −456−2.5% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 86,483 | $538.0 萬 | 2.1% | +1,029+1.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,445 | $473.3 萬 | 1.8% | +2,142+49.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 37,411 | $385.6 萬 | 1.5% | −213−0.6% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $378.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,160 | $367.6 萬 | 1.4% | −56−0.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,874 | $367.5 萬 | 1.4% | +84+0.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,595 | $354.2 萬 | 1.4% | −2,622−17.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 94,521 | $352.5 萬 | 1.3% | −20,010−17.5% | 減碼 | – |
| NFLXNetflix Inc | Stock | 2,937 | $352.1 萬 | 1.3% | +2+0.1% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 23,802 | $346.8 萬 | 1.3% | −20−0.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,771 | $340.4 萬 | 1.3% | +62+0.9% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 10,081 | $331.8 萬 | 1.3% | +113+1.1% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,761 | $331.5 萬 | 1.3% | −15−0.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 24,507 | $328.2 萬 | 1.3% | −269−1.1% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 201,281 | $320.8 萬 | 1.2% | +398+0.2% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 30,306 | $307.6 萬 | 1.2% | −673−2.2% | 減碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 443,163 | $296.9 萬 | 1.1% | −6,729−1.5% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 71,772 | $294.3 萬 | 1.1% | −53−0.1% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 13,511 | $288.8 萬 | 1.1% | −43−0.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,141 | $288.3 萬 | 1.1% | −24−0.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,929 | $280.2 萬 | 1.1% | +34+0.3% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 72,790 | $271.4 萬 | 1.0% | +500+0.7% | 加碼 | – |
| TIMBTim S.A. | SPONSORED ADR | 121,304 | $270.8 萬 | 1.0% | +874+0.7% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 27,526 | $269.7 萬 | 1.0% | +99+0.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 16,908 | $268.8 萬 | 1.0% | −115−0.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,106 | $266.0 萬 | 1.0% | −10.0% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 50,006 | $258.0 萬 | 1.0% | +59+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,537 | $257.3 萬 | 1.0% | +51+0.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,372 | $257.3 萬 | 1.0% | +1,581+88.3% | 加碼 | 歷史 |
| MMM3M Co | Stock | 16,550 | $256.8 萬 | 1.0% | −319−1.9% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 25,598 | $256.2 萬 | 1.0% | +4,937+23.9% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 22,319 | $247.7 萬 | 0.9% | +333+1.5% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 10,231 | $240.4 萬 | 0.9% | +25+0.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,929 | $236.3 萬 | 0.9% | +22+0.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,773 | $236.2 萬 | 0.9% | +162+2.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,058 | $230.8 萬 | 0.9% | −20.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,889 | $230.0 萬 | 0.9% | +13+0.5% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 12,714 | $227.2 萬 | 0.9% | +148+1.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 11,007 | $221.2 萬 | 0.8% | +14+0.1% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 13,046 | $219.8 萬 | 0.8% | +93+0.7% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 17,136 | $219.8 萬 | 0.8% | +136+0.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,287 | $217.5 萬 | 0.8% | +121+0.6% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 15,481 | $204.6 萬 | 0.8% | +15,481 | 新進 | 歷史 |
| WCNWaste Connections, Inc. | COM | 11,539 | $202.9 萬 | 0.8% | +127+1.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,973 | $201.5 萬 | 0.8% | +26+0.5% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 57,786 | $199.7 萬 | 0.8% | +354+0.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,155 | $199.5 萬 | 0.8% | +14+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,710 | $198.6 萬 | 0.8% | +91+0.9% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 31,783 | $194.4 萬 | 0.7% | +290+0.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 68,012 | $192.1 萬 | 0.7% | +644+1.0% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 31,514 | $191.6 萬 | 0.7% | +439+1.4% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 41,282 | $189.2 萬 | 0.7% | +75+0.2% | 加碼 | 歷史 |
| SHELShell plc | ADR | 26,284 | $188.0 萬 | 0.7% | +287+1.1% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 31,413 | $186.2 萬 | 0.7% | +337+1.1% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 10,793 | $180.7 萬 | 0.7% | +10,793 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 138,664 | $179.5 萬 | 0.7% | +5,808+4.4% | 加碼 | – |
| SCCOSouthern Copper Corp | Stock | 14,745 | $178.9 萬 | 0.7% | −115−0.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,893 | $178.0 萬 | 0.7% | +34+0.9% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 39,613 | $170.0 萬 | 0.7% | +726+1.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,754 | $167.9 萬 | 0.6% | +43+1.2% | 加碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 131,294 | $166.2 萬 | 0.6% | +366+0.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 10,135 | $164.0 萬 | 0.6% | −10−0.1% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,075 | $162.5 萬 | 0.6% | +19+0.9% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,350 | $160.6 萬 | 0.6% | +70+0.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,585 | $159.4 萬 | 0.6% | −5,573−60.9% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 14,121 | $158.3 萬 | 0.6% | +86+0.6% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,352 | $156.8 萬 | 0.6% | +45+1.4% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 23,146 | $155.2 萬 | 0.6% | −693−2.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 9,297 | $136.0 萬 | 0.5% | +94+1.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 90,815 | $125.9 萬 | 0.5% | +6,700+8.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 16,453 | $103.5 萬 | 0.4% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 13,902 | $90.4 萬 | 0.3% | +81+0.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 21,289 | $80.4 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,134 | $69.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,189 | $67.1 萬 | 0.3% | −51−0.7% | 減碼 | – |
| iShares Tr46434V787 | YLD OPTIM BD | 262,498 | $55.2 萬 | 0.2% | +3,736+1.4% | 加碼 | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 55,830 | $52.9 萬 | 0.2% | −94−0.2% | 減碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 23,750 | $34.1 萬 | 0.1% | +1,471+6.6% | 加碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,728 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,467 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 409 | $27.2 萬 | 0.1% | −11−2.6% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,052 | $27.0 萬 | 0.1% | −60−1.2% | 減碼 | – |
| CMCSAComcast Corp | Stock | 7,872 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（6 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVONovo Nordisk A S | ADR | 36,420 | $254.3 萬 | 1.0% | 歷史 |
| CBChubb Ltd | Stock | 7,548 | $218.6 萬 | 0.9% | 歷史 |
| SHWSherwin Williams Co | COM | 5,284 | $187.7 萬 | 0.8% | 歷史 |
| NEENextera Energy Inc | Stock | 23,448 | $171.3 萬 | 0.7% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 45 | $25.8 萬 | 0.1% | 歷史 |
| SOSouthern Co | Stock | 2,200 | $20.3 萬 | 0.1% | 歷史 |