Altus Wealth Management, LLC
- SEC CIK
- 0001802107
- 最新申報
- 2026/7/21
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/16 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 36
- 較 2023 年第 2 季 +6
- 總值
- $1.44 億
- 較 2023 年第 2 季 +$1,729 萬 (+13.6%)
| 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 | 151,798 | $3,224 萬 | 22.4% | +3,359+2.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 69,524 | $2,491 萬 | 17.3% | +116+0.2% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 96,230 | $1,931 萬 | 13.4% | +2,917+3.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 66,097 | $1,648 萬 | 11.4% | +2,779+4.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 76,449 | $1,054 萬 | 7.3% | +2,422+3.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 178,918 | $886.2 萬 | 6.2% | +178,918 | 新進 | – |
| iShares Tr464287515 | EXPANDED TECH | 18,178 | $620.3 萬 | 4.3% | +598+3.4% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 161,063 | $541.3 萬 | 3.8% | +161,063 | 新進 | – |
| PGProcter & Gamble Co | Stock | 30,579 | $446.0 萬 | 3.1% | +144+0.5% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,100 | $200.6 萬 | 1.4% | +2+0.2% | 加碼 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 32,248 | $136.8 萬 | 0.9% | +32,248 | 新進 | – |
| AAPLApple Inc. | Stock | 7,243 | $124.0 萬 | 0.9% | +1,080+17.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 41,570 | $101.7 萬 | 0.7% | +41,570 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,288 | $97.8 萬 | 0.7% | −30−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,461 | $77.7 萬 | 0.5% | +995+67.9% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,797 | $74.5 萬 | 0.5% | +1+0.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 15,461 | $68.6 萬 | 0.5% | +15,461 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 6,265 | $64.5 萬 | 0.4% | +40+0.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,989 | $55.4 萬 | 0.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 3,894 | $49.5 萬 | 0.3% | +1,437+58.5% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,697 | $48.3 萬 | 0.3% | +519+5.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,796 | $44.9 萬 | 0.3% | +213+13.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,339 | $43.7 萬 | 0.3% | +959+40.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,756 | $40.0 萬 | 0.3% | +52+1.9% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,885 | $39.8 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,480 | $32.7 萬 | 0.2% | −20−0.8% | 減碼 | 歷史 |
| CTBICommunity Trust Bancorp Inc | COM | 9,440 | $32.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,874 | $29.2 萬 | 0.2% | +37+2.0% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,243 | $28.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 605 | $26.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,973 | $25.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,523 | $23.7 萬 | 0.2% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,209 | $23.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,495 | $22.3 萬 | 0.2% | −27−1.8% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 13,683 | $21.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 969 | $20.4 萬 | 0.1% | +969 | 新進 | 歷史 |