Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/4 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 95
- 較 2025 年第 3 季 +3
- 總值
- $2.65 億
- 較 2025 年第 3 季 +$401.2 萬 (+1.5%)
| 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 | 234,061 | $1,661 萬 | 6.3% | +3,119+1.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 63,994 | $1,193 萬 | 4.5% | −1,994−3.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 34,360 | $1,075 萬 | 4.1% | −911−2.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 34,728 | $944.1 萬 | 3.6% | −322−0.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,921 | $829.1 萬 | 3.1% | +1,098+3.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 137,061 | $783.2 萬 | 3.0% | +13,197+10.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,695 | $759.1 萬 | 2.9% | +390+2.5% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 74,566 | $717.0 萬 | 2.7% | +12,004+19.2% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 80,627 | $540.6 萬 | 2.0% | −5,856−6.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,954 | $483.0 萬 | 1.8% | −4,179−23.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 37,266 | $415.2 萬 | 1.6% | −145−0.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,023 | $395.8 萬 | 1.5% | −137−1.0% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $387.3 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 25,665 | $365.1 萬 | 1.4% | +67+0.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 95,028 | $362.4 萬 | 1.4% | +507+0.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 3,367 | $361.8 萬 | 1.4% | −5−0.1% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 10,096 | $356.7 萬 | 1.3% | +15+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,339 | $352.4 萬 | 1.3% | −1,106−17.2% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 12,401 | $351.3 萬 | 1.3% | −1,110−8.2% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 24,653 | $348.8 萬 | 1.3% | +24,653 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,800 | $341.8 萬 | 1.3% | +29+0.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 28,582 | $333.5 萬 | 1.3% | −1,724−5.7% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 69,964 | $324.0 萬 | 1.2% | −1,808−2.5% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 202,771 | $321.6 萬 | 1.2% | +1,490+0.7% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 425,735 | $311.6 萬 | 1.2% | −17,428−3.9% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 23,574 | $308.9 萬 | 1.2% | −228−1.0% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,477 | $303.6 萬 | 1.1% | −284−4.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 17,158 | $293.7 萬 | 1.1% | −7,349−30.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,846 | $291.7 萬 | 1.1% | −83−0.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,041 | $291.3 萬 | 1.1% | −100−1.1% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 16,408 | $291.3 萬 | 1.1% | −500−3.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 30,899 | $289.7 萬 | 1.1% | +1,529+5.2% | 加碼依 10 比 1 拆股換算 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 22,505 | $276.2 萬 | 1.0% | +186+0.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 49,535 | $272.4 萬 | 1.0% | −471−0.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 7,545 | $264.6 萬 | 1.0% | +8+0.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 16,294 | $260.9 萬 | 1.0% | −256−1.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,879 | $253.0 萬 | 1.0% | −10−0.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,616 | $245.9 萬 | 0.9% | +21+0.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,915 | $241.9 萬 | 0.9% | +142+1.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,536 | $240.7 萬 | 0.9% | −5,338−33.6% | 減碼 | 歷史 |
| TIMBTim S.A. | SPONSORED ADR | 121,583 | $236.5 萬 | 0.9% | +279+0.2% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 17,112 | $235.9 萬 | 0.9% | −24−0.1% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,906 | $232.5 萬 | 0.9% | −23−0.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,071 | $232.4 萬 | 0.9% | +13+0.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,230 | $231.4 萬 | 0.9% | −57−0.3% | 減碼 | 歷史 |
| DYDycom Industries Inc | COM | 6,675 | $225.5 萬 | 0.8% | +6,675 | 新進 | 歷史 |
| UBERUber Technologies, Inc | Stock | 27,589 | $225.4 萬 | 0.8% | +63+0.2% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 6,989 | $222.6 萬 | 0.8% | −117−1.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,673 | $220.9 萬 | 0.8% | −37−0.3% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,772 | $213.6 萬 | 0.8% | +18+0.5% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 13,149 | $213.0 萬 | 0.8% | +103+0.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,771 | $209.3 萬 | 0.8% | −364−3.6% | 減碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 14,150 | $203.0 萬 | 0.8% | −595−4.0% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 58,179 | $200.4 萬 | 0.8% | +393+0.7% | 加碼 | – |
| WCNWaste Connections, Inc. | COM | 11,372 | $199.4 萬 | 0.8% | −167−1.4% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 10,110 | $196.5 萬 | 0.7% | −121−1.2% | 減碼 | 歷史 |
| SHELShell plc | ADR | 26,448 | $194.3 萬 | 0.7% | +164+0.6% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 23,313 | $193.5 萬 | 0.7% | +167+0.7% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 39,945 | $190.7 萬 | 0.7% | +332+0.8% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 29,108 | $190.4 萬 | 0.7% | +29,108 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 12,736 | $186.7 萬 | 0.7% | +22+0.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,163 | $186.6 萬 | 0.7% | +8+0.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 142,176 | $185.0 萬 | 0.7% | +3,512+2.5% | 加碼 | – |
| FEFirstenergy Corp | COM | 41,158 | $184.3 萬 | 0.7% | −124−0.3% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 15,647 | $183.5 萬 | 0.7% | +166+1.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,915 | $182.3 萬 | 0.7% | +22+0.6% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 31,100 | $182.2 萬 | 0.7% | −683−2.1% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 31,638 | $178.3 萬 | 0.7% | +124+0.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,877 | $167.8 萬 | 0.6% | −96−1.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 67,539 | $167.8 萬 | 0.6% | −473−0.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,583 | $161.1 萬 | 0.6% | −2−0.1% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,962 | $159.0 萬 | 0.6% | +610+18.2% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,958 | $150.0 萬 | 0.6% | −117−5.6% | 減碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 122,811 | $145.5 萬 | 0.5% | −8,483−6.5% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 12,703 | $133.4 萬 | 0.5% | −1,418−10.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 10,206 | $128.4 萬 | 0.5% | +909+9.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 92,421 | $127.9 萬 | 0.5% | +1,606+1.8% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 7,164 | $125.8 萬 | 0.5% | −1,186−14.2% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 18,300 | $106.8 萬 | 0.4% | +18,300 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 16,453 | $104.0 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 21,289 | $81.0 萬 | 0.3% | 00.0% | 不變 | – |
| GNRCGenerac Holdings Inc. | Stock | 5,357 | $73.1 萬 | 0.3% | −5,436−50.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,134 | $71.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,258 | $69.7 萬 | 0.3% | +69+1.0% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 13,923 | $69.1 萬 | 0.3% | +21+0.2% | 加碼 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 260,896 | $54.8 萬 | 0.2% | −1,602−0.6% | 減碼 | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 52,075 | $47.6 萬 | 0.2% | −3,755−6.7% | 減碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 24,092 | $34.8 萬 | 0.1% | +342+1.4% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,467 | $32.5 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 4,863 | $28.2 萬 | 0.1% | −593−10.9% | 減碼依 2 比 1 拆股換算 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,075 | $27.8 萬 | 0.1% | +23+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 365 | $24.9 萬 | 0.1% | −44−10.8% | 減碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 3,378 | $23.6 萬 | 0.1% | +3,378 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 7,872 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 41 | $22.0 萬 | 0.1% | +41 | 新進 | 歷史 |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。