Altus Wealth Management, LLC
- SEC CIK
- 0001802107
- 最新申報
- 2026/7/21
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/22 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 41
- 較 2024 年第 3 季 +1
- 總值
- $2.24 億
- 較 2024 年第 3 季 +$1,039 萬 (+4.9%)
| 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 | 152,184 | $4,410 萬 | 19.7% | +1,906+1.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 69,330 | $3,544 萬 | 15.9% | +424+0.6% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 117,029 | $3,380 萬 | 15.1% | +2,213+1.9% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 422,929 | $2,594 萬 | 11.6% | +10,193+2.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 350,230 | $2,182 萬 | 9.8% | +9,355+2.7% | 加碼 | – |
| iShares Tr464288851 | US OIL GS EX ETF | 107,507 | $963.6 萬 | 4.3% | +3,648+3.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 57,033 | $956.2 萬 | 4.3% | +4,109+7.8% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 93,721 | $938.3 萬 | 4.2% | +1,769+1.9% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 172,408 | $640.0 萬 | 2.9% | +4,567+2.7% | 加碼 | – |
| TPLTexas Pacific Land Corp | Stock | 3,319 | $367.1 萬 | 1.6% | +3+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,669 | $217.1 萬 | 1.0% | +133+1.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,561 | $208.7 萬 | 0.9% | +394+12.4% | 加碼 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 41,778 | $185.3 萬 | 0.8% | +2,366+6.0% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 69,229 | $174.8 萬 | 0.8% | +10,613+18.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 37,954 | $173.1 萬 | 0.8% | +2,370+6.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 10,474 | $140.7 萬 | 0.6% | +22+0.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,242 | $139.4 萬 | 0.6% | +120+5.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,473 | $104.3 萬 | 0.5% | +390+18.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 20,618 | $97.7 萬 | 0.4% | +8,829+74.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,640 | $81.4 萬 | 0.4% | +3,755+96.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,367 | $80.7 萬 | 0.4% | +55+1.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,238 | $71.0 萬 | 0.3% | +543+20.1% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 31,038 | $70.5 萬 | 0.3% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| MRKMerck & Co., Inc. | Stock | 6,543 | $65.1 萬 | 0.3% | +165+2.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,543 | $62.0 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,835 | $54.0 萬 | 0.2% | −100−3.4% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 969 | $44.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 704 | $41.2 萬 | 0.2% | +187+36.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,889 | $35.8 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 839 | $33.9 萬 | 0.2% | −224−21.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,875 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 729 | $33.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,761 | $32.6 萬 | 0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 3,808 | $31.3 萬 | 0.1% | −165−4.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,249 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,243 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,730 | $25.0 萬 | 0.1% | +38+2.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,248 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 691 | $21.8 萬 | 0.1% | +691 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 226 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,677 | $20.2 萬 | 0.1% | +2,677 | 新進 | 歷史 |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。