Altus Wealth Management, LLC
- SEC CIK
- 0001802107
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/22 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 30
- 較 2025 年第 3 季 +2
- 總值
- $2.32 億
- 較 2025 年第 3 季 +$610.9 萬 (+2.7%)
| 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 | 150,156 | $5,034 萬 | 21.7% | −1,494−1.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 64,389 | $3,955 萬 | 17.1% | −2,236−3.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 302,828 | $3,578 萬 | 15.4% | +2,927+1.0% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 439,942 | $3,054 萬 | 13.2% | +5,091+1.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 358,366 | $2,365 萬 | 10.2% | +4,885+1.4% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 476,554 | $2,166 萬 | 9.3% | +11,136+2.4% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 89,753 | $948.6 萬 | 4.1% | +533+0.6% | 加碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 66,936 | $305.6 萬 | 1.3% | +22,672+51.2% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 119,388 | $302.3 萬 | 1.3% | +27,172+29.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 52,094 | $241.1 萬 | 1.0% | +11,142+27.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,622 | $178.8 萬 | 0.8% | −102−3.7% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,498 | $112.9 萬 | 0.5% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 3,633 | $98.8 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,837 | $89.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,129 | $87.8 萬 | 0.4% | −133−2.1% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,441 | $83.7 萬 | 0.4% | +10.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,543 | $73.0 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,406 | $68.0 萬 | 0.3% | −19−1.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,598 | $50.0 萬 | 0.2% | −125−7.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,160 | $49.9 萬 | 0.2% | −45−2.0% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 10,379 | $49.8 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,240 | $42.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,756 | $40.2 萬 | 0.2% | +10.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 871 | $39.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 583 | $38.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,030 | $37.9 萬 | 0.2% | −425−17.3% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,761 | $37.0 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 513 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 1,000 | $21.4 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| VVisa Inc. | Stock | 571 | $20.0 萬 | 0.1% | +571 | 新進 | 歷史 |