Altus Wealth Management, LLC
- SEC CIK
- 0001802107
- 最新申報
- 2026/7/21
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/20 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 30
- 較 2023 年第 1 季 0
- 總值
- $1.27 億
- 較 2023 年第 1 季 +$578.2 萬 (+4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 148,439 | $3,270 萬 | 25.8% | −1,539−1.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 69,408 | $2,564 萬 | 20.2% | −5,977−7.9% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 93,313 | $1,932 萬 | 15.3% | −7,063−7.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 63,318 | $1,656 萬 | 13.1% | −324−0.5% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 74,027 | $1,052 萬 | 8.3% | +189+0.3% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 17,580 | $608.1 萬 | 4.8% | −194−1.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 30,435 | $461.8 萬 | 3.6% | +90+0.3% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,098 | $144.6 萬 | 1.1% | +2+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,163 | $119.5 萬 | 0.9% | −395−6.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,318 | $102.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,796 | $79.4 萬 | 0.6% | −235−11.6% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,225 | $71.8 萬 | 0.6% | +38+0.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,989 | $56.4 萬 | 0.4% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,466 | $49.9 萬 | 0.4% | −274−15.7% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,178 | $47.4 萬 | 0.4% | −274−2.9% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,885 | $41.5 萬 | 0.3% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,583 | $41.4 萬 | 0.3% | −540−25.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,704 | $39.3 萬 | 0.3% | +44+1.7% | 加碼 | 歷史 |
| CTBICommunity Trust Bancorp Inc | COM | 9,440 | $33.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,457 | $32.0 萬 | 0.3% | +10+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,837 | $30.4 萬 | 0.2% | +30+1.7% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,243 | $30.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,500 | $30.2 萬 | 0.2% | −700−21.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,380 | $28.5 萬 | 0.2% | +100+4.4% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,973 | $27.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 605 | $25.6 萬 | 0.2% | −550−47.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,209 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,523 | $24.7 萬 | 0.2% | −34−2.2% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 13,683 | $21.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,522 | $20.5 萬 | 0.2% | −6−0.4% | 減碼 | 歷史 |