Altman Advisors, Inc.
- SEC CIK
- 0001731671
- 最新申報
- 2026/8/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 77
- 較 2025 年第 4 季 −18
- 總值
- $2.41 億
- 較 2025 年第 4 季 −$2,412 萬 (−9.1%)
| 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 | 268,835 | $1,889 萬 | 7.8% | +34,774+14.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 63,492 | $1,107 萬 | 4.6% | −502−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 33,779 | $971.4 萬 | 4.0% | −581−1.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,619 | $904.0 萬 | 3.7% | +891+2.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 139,995 | $843.6 萬 | 3.5% | +2,934+2.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 40,251 | $838.3 萬 | 3.5% | +4,330+12.1% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 63,586 | $754.1 萬 | 3.1% | +63,586 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 17,250 | $638.5 萬 | 2.6% | +1,555+9.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,598 | $459.6 萬 | 1.9% | +575+4.4% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $433.7 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,910 | $430.5 萬 | 1.8% | −44−0.3% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 64,000 | $429.8 萬 | 1.8% | −16,627−20.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 34,268 | $425.9 萬 | 1.8% | −2,998−8.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,225 | $413.4 萬 | 1.7% | +1,886+35.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 17,408 | $371.9 萬 | 1.5% | +250+1.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 94,298 | $353.5 萬 | 1.5% | −730−0.8% | 減碼 | – |
| TWLOTwilio Inc | CL A | 26,145 | $329.0 萬 | 1.4% | +480+1.9% | 加碼 | 歷史 |
| TIMBTim S.A. | SPONSORED ADR | 120,636 | $319.6 萬 | 1.3% | −947−0.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,408 | $313.5 萬 | 1.3% | +41+1.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 21,992 | $306.5 萬 | 1.3% | −513−2.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 31,704 | $304.8 萬 | 1.3% | +805+2.6% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 379,398 | $301.2 萬 | 1.2% | −46,337−10.9% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 177,200 | $300.7 萬 | 1.2% | −25,571−12.6% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 12,735 | $294.0 萬 | 1.2% | +334+2.7% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 10,244 | $286.1 萬 | 1.2% | +148+1.5% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 23,252 | $285.5 萬 | 1.2% | −322−1.4% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 24,767 | $280.9 萬 | 1.2% | −3,815−13.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,800 | $268.1 萬 | 1.1% | −3,430−17.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,060 | $258.8 萬 | 1.1% | +181+6.3% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 14,368 | $247.2 萬 | 1.0% | +218+1.5% | 加碼 | 歷史 |
| UBSUBS Group AG | Stock | 63,194 | $246.9 萬 | 1.0% | −6,770−9.7% | 減碼 | 歷史 |
| SHELShell plc | ADR | 25,900 | $240.9 萬 | 1.0% | −548−2.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,713 | $237.4 萬 | 1.0% | −960−9.0% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 8,362 | $237.3 萬 | 1.0% | −1,748−17.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,703 | $235.9 萬 | 1.0% | +2,703 | 新進 | 歷史 |
| DYDycom Industries Inc | COM | 6,766 | $229.2 萬 | 1.0% | +91+1.4% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 14,971 | $228.7 萬 | 0.9% | −2,141−12.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,236 | $223.9 萬 | 0.9% | −610−6.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 6,249 | $223.5 萬 | 0.9% | −740−10.6% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 36,225 | $222.2 萬 | 0.9% | +12,912+55.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,229 | $222.2 萬 | 0.9% | +66+3.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,312 | $221.0 萬 | 0.9% | −233−3.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,605 | $220.7 萬 | 0.9% | −2,195−32.3% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 11,257 | $219.9 萬 | 0.9% | +5,900+110.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,374 | $216.9 萬 | 0.9% | −1,667−18.4% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 13,048 | $214.7 萬 | 0.9% | −3,360−20.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,803 | $214.2 萬 | 0.9% | −112−2.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,809 | $213.3 萬 | 0.9% | −727−6.9% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 13,424 | $211.1 萬 | 0.9% | +275+2.1% | 加碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 101,021 | $209.6 萬 | 0.9% | −21,790−17.7% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 57,897 | $209.5 萬 | 0.9% | −282−0.5% | 減碼 | – |
| BACBank of America Corp | Stock | 42,778 | $208.5 萬 | 0.9% | −6,757−13.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,150 | $207.4 萬 | 0.9% | +79+1.9% | 加碼 | 歷史 |
| MMM3M Co | Stock | 14,273 | $207.3 萬 | 0.9% | −2,021−12.4% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 28,647 | $206.1 萬 | 0.9% | +1,058+3.8% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,920 | $203.2 萬 | 0.8% | −986−14.3% | 減碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 41,010 | $200.0 萬 | 0.8% | +1,065+2.7% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 39,351 | $199.4 萬 | 0.8% | −1,807−4.4% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,033 | $199.3 萬 | 0.8% | +75+3.8% | 加碼 | 歷史 |
| AMCRAmcor plc | COM NEW | 48,596 | $193.2 萬 | 0.8% | +48,596 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 31,548 | $193.0 萬 | 0.8% | −90−0.3% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 16,038 | $188.6 萬 | 0.8% | +391+2.5% | 加碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 97,787 | $184.6 萬 | 0.8% | +97,787 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 11,979 | $176.2 萬 | 0.7% | −637−5.0% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 12,008 | $173.6 萬 | 0.7% | −695−5.5% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 59,620 | $172.8 萬 | 0.7% | −7,919−11.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 144,374 | $165.9 萬 | 0.7% | +2,198+1.5% | 加碼 | – |
| ULUnilever PLC | SPON ADR NEW | 29,095 | $165.8 萬 | 0.7% | −130.0% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 26,358 | $162.9 萬 | 0.7% | −4,742−15.2% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 12,809 | $160.7 萬 | 0.7% | +73+0.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,817 | $134.9 萬 | 0.6% | +653+9.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 84,595 | $106.2 萬 | 0.4% | −7,826−8.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 11,853 | $72.7 萬 | 0.3% | −4,600−28.0% | 減碼 | – |
| iShares Tr46434V787 | YLD OPTIM BD | 263,470 | $55.5 萬 | 0.2% | +2,574+1.0% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 14,029 | $53.9 萬 | 0.2% | +106+0.8% | 加碼 | 歷史 |
| EFREaton Vance Senior Floating-Rate Trust | COM | 50,490 | $44.0 萬 | 0.2% | −1,585−3.0% | 減碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 23,941 | $31.5 萬 | 0.1% | −151−0.6% | 減碼 | – |
2025 年第 4 季之後清倉（22 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287440 | 7-10 YR TRSY BD | 74,566 | $717.0 萬 | 2.7% | – |
| iShares Tr464288257 | MSCI ACWI ETF | 24,653 | $348.8 萬 | 1.3% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,477 | $303.6 萬 | 1.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 7,915 | $241.9 萬 | 0.9% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,772 | $213.6 萬 | 0.8% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,771 | $209.3 萬 | 0.8% | 歷史 |
| WCNWaste Connections, Inc. | COM | 11,372 | $199.4 萬 | 0.8% | 歷史 |
| HDHome Depot, Inc. | Stock | 4,877 | $167.8 萬 | 0.6% | 歷史 |
| TSLATesla, Inc. | Stock | 3,583 | $161.1 萬 | 0.6% | 歷史 |
| HUBSHubSpot Inc | COM | 3,962 | $159.0 萬 | 0.6% | 歷史 |
| ZTSZoetis Inc. | Stock | 10,206 | $128.4 萬 | 0.5% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 18,300 | $106.8 萬 | 0.4% | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 21,289 | $81.0 萬 | 0.3% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,134 | $71.1 萬 | 0.3% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,258 | $69.7 萬 | 0.3% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,467 | $32.5 萬 | 0.1% | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 4,863 | $28.2 萬 | 0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,075 | $27.8 萬 | 0.1% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 365 | $24.9 萬 | 0.1% | 歷史 |
| RKLBRocket Lab Corp | COM | 3,378 | $23.6 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 7,872 | $23.5 萬 | 0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 41 | $22.0 萬 | 0.1% | 歷史 |