Altus Wealth Management, LLC
- SEC CIK
- 0001802107
- 最新申報
- 2026/7/21
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/19 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 42
- 較 2024 年第 1 季 +1
- 總值
- $2.08 億
- 較 2024 年第 1 季 +$1,800 萬 (+9.5%)
| 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 | 154,718 | $4,139 萬 | 19.9% | −485−0.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 71,198 | $3,411 萬 | 16.4% | +135+0.2% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 117,113 | $3,095 萬 | 14.9% | +834+0.7% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 415,334 | $2,393 萬 | 11.5% | +4,476+1.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 343,266 | $2,009 萬 | 9.7% | +433+0.1% | 加碼 | – |
| iShares Tr464288851 | US OIL GS EX ETF | 102,826 | $1,023 萬 | 4.9% | +102,826 | 新進 | – |
| PGProcter & Gamble Co | Stock | 53,047 | $874.9 萬 | 4.2% | +1,064+2.0% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 92,638 | $805.0 萬 | 3.9% | +100+0.1% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 168,676 | $658.7 萬 | 3.2% | +2,305+1.4% | 加碼 | – |
| TPLTexas Pacific Land Corp | Stock | 3,312 | $243.2 萬 | 1.2% | +4+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 9,508 | $200.2 萬 | 1.0% | +55+0.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,171 | $172.6 萬 | 0.8% | +29+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,843 | $171.0 萬 | 0.8% | +483+3.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 32,603 | $144.6 萬 | 0.7% | +412+1.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 29,364 | $133.5 萬 | 0.6% | −343−1.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,142 | $123.5 萬 | 0.6% | +345+19.2% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 47,447 | $118.5 萬 | 0.6% | −104−0.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,454 | $109.7 萬 | 0.5% | +127+5.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,342 | $78.5 萬 | 0.4% | −103−1.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,499 | $67.6 萬 | 0.3% | +85+2.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,313 | $67.0 萬 | 0.3% | +30+0.9% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,988 | $62.8 萬 | 0.3% | +158+1.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,221 | $58.7 萬 | 0.3% | −10−0.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,543 | $56.2 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,889 | $56.1 萬 | 0.3% | −100−0.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 2,935 | $53.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,885 | $41.4 萬 | 0.2% | 00.0% | 不變 | – |
| CTBICommunity Trust Bancorp Inc | COM | 9,440 | $41.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 742 | $37.4 萬 | 0.2% | +44+6.3% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 969 | $35.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,243 | $33.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,875 | $32.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,973 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,761 | $30.7 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 729 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 10,879 | $27.6 萬 | 0.1% | −53−0.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,333 | $26.4 萬 | 0.1% | +30+2.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 8,175 | $25.3 萬 | 0.1% | +2,594+46.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,690 | $24.7 萬 | 0.1% | +138+8.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,248 | $22.8 萬 | 0.1% | −275−18.1% | 減碼 | – |
| BABoeing Co | Stock | 1,133 | $20.6 萬 | 0.1% | +45+4.1% | 加碼 | 歷史 |
| TMToyota Motor Corp | ADS | 1,000 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |