Altus Wealth Group LLC
- SEC CIK
- 0001842572
- 最新申報
- 2026/7/17
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/29 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 138
- 較 2025 年第 1 季 +5
- 總值
- $2.26 億
- 較 2025 年第 1 季 +$1,246 萬 (+5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 35,503 | $125.3 萬 | 0.6% | +211+0.6% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,560 | $129.8 萬 | 0.6% | +64+0.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,578 | $131.2 萬 | 0.6% | −10.0% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 21,606 | $135.6 萬 | 0.6% | +337+1.6% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 54,558 | $139.7 萬 | 0.6% | −23,050−29.7% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 53,828 | $142.6 萬 | 0.6% | +4,730+9.6% | 加碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 42,504 | $145.3 萬 | 0.6% | −777−1.8% | 減碼 | – |
| CVXChevron Corp | Stock | 10,769 | $154.2 萬 | 0.7% | −13−0.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,199 | $160.6 萬 | 0.7% | −20−1.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,555 | $166.0 萬 | 0.7% | +299+4.8% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 39,829 | $169.5 萬 | 0.7% | +610+1.6% | 加碼 | – |
| American Centy ETF Tr025072174 | AVANTIS ALL INT | 27,605 | $180.3 萬 | 0.8% | −73−0.3% | 減碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 18,349 | $190.4 萬 | 0.8% | −41−0.2% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 8,651 | $196.5 萬 | 0.9% | +70+0.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,109 | $206.1 萬 | 0.9% | +327+4.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,290 | $208.4 萬 | 0.9% | +8+0.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E461 | PURBTA MSCI US | 35,115 | $218.3 萬 | 1.0% | +396+1.1% | 加碼 | – |
| BXBlackstone Inc. | COM | 15,442 | $231.0 萬 | 1.0% | −615−3.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,788 | $243.0 萬 | 1.1% | −624−4.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,452 | $252.1 萬 | 1.1% | +2+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,529 | $252.9 萬 | 1.1% | +21+0.2% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 18,023 | $255.7 萬 | 1.1% | +20+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,300 | $259.2 萬 | 1.1% | +46+0.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 35,357 | $264.8 萬 | 1.2% | −1,076−3.0% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 12,689 | $291.9 萬 | 1.3% | −10−0.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 127,257 | $352.1 萬 | 1.6% | −8,315−6.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 23,750 | $375.2 萬 | 1.7% | +2,654+12.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 14,551 | $401.1 萬 | 1.8% | −1,271−8.0% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 45,007 | $525.2 萬 | 2.3% | −140.0% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 65,400 | $542.3 萬 | 2.4% | −21,780−25.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 30,660 | $629.1 萬 | 2.8% | +145+0.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,600 | $726.2 萬 | 3.2% | −683−4.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,666 | $750.0 萬 | 3.3% | −32−0.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 89,896 | $883.1 萬 | 3.9% | +648+0.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 131,514 | $1,479 萬 | 6.5% | +4,381+3.4% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 176,384 | $1,654 萬 | 7.3% | −8,641−4.7% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 310,744 | $1,712 萬 | 7.6% | −11,957−3.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 43,563 | $2,705 萬 | 12.0% | −3,206−6.9% | 減碼 | – |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SOSouthern Co | Stock | 5,032 | $46.3 萬 | 0.2% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 855 | $44.8 萬 | 0.2% | 歷史 |
| GSLGlobal Ship Lease, Inc. | COM CL A | 19,464 | $44.5 萬 | 0.2% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,347 | $25.3 萬 | 0.1% | – |
| PFEPfizer Inc | Stock | 7,995 | $20.3 萬 | 0.1% | 歷史 |