Altus Wealth Management, LLC
- SEC CIK
- 0001802107
- 最新申報
- 2026/7/21
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/24 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 41
- 較 2024 年第 4 季 0
- 總值
- $2.14 億
- 較 2024 年第 4 季 −$999.3 萬 (−4.5%)
| 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 | 151,227 | $4,156 萬 | 19.5% | −957−0.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 68,248 | $3,200 萬 | 15.0% | −1,082−1.6% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 115,299 | $3,123 萬 | 14.6% | −1,730−1.5% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 424,255 | $2,621 萬 | 12.3% | +1,326+0.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 349,318 | $2,038 萬 | 9.5% | −912−0.3% | 減碼 | – |
| iShares Tr464288851 | US OIL GS EX ETF | 113,581 | $1,074 萬 | 5.0% | +6,074+5.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 58,254 | $992.8 萬 | 4.6% | +1,221+2.1% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 90,128 | $802.0 萬 | 3.8% | −3,593−3.8% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 173,424 | $688.3 萬 | 3.2% | +1,016+0.6% | 加碼 | – |
| TPLTexas Pacific Land Corp | Stock | 3,322 | $440.2 萬 | 2.1% | +3+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 81,351 | $204.7 萬 | 1.0% | +12,122+17.5% | 加碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 43,898 | $197.6 萬 | 0.9% | +2,120+5.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,406 | $190.5 萬 | 0.9% | −155−4.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,420 | $187.0 萬 | 0.9% | −249−2.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 39,782 | $183.3 萬 | 0.9% | +1,828+4.8% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,206 | $119.6 萬 | 0.6% | −36−1.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 10,495 | $113.7 萬 | 0.5% | +21+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,591 | $97.3 萬 | 0.5% | +118+4.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,373 | $82.7 萬 | 0.4% | +6+0.2% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 33,324 | $71.7 萬 | 0.3% | +2,286+7.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,298 | $62.7 萬 | 0.3% | +60+1.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,557 | $58.9 萬 | 0.3% | +14+0.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,543 | $55.7 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,539 | $54.9 萬 | 0.3% | −9,079−44.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 2,715 | $42.4 萬 | 0.2% | −120−4.2% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,955 | $41.7 萬 | 0.2% | −3,685−48.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 706 | $40.7 萬 | 0.2% | +2+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 739 | $39.4 萬 | 0.2% | +10+1.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,875 | $39.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 969 | $35.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,808 | $35.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,761 | $33.1 萬 | 0.2% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,243 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 326 | $30.8 萬 | 0.1% | +100+44.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,735 | $28.8 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,734 | $26.8 萬 | 0.1% | −155−8.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,260 | $24.4 萬 | 0.1% | +12+1.0% | 加碼 | – |
| VVisa Inc. | Stock | 691 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 925 | $24.0 萬 | 0.1% | +86+10.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,638 | $22.3 萬 | 0.1% | −39−1.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,250 | $20.9 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |