Altus Wealth Group LLC
- SEC CIK
- 0001842572
- 最新申報
- 2026/7/17
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/21 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 143
- 較 2025 年第 2 季 +5
- 總值
- $2.44 億
- 較 2025 年第 2 季 +$1,752 萬 (+7.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 44,588 | $2,984 萬 | 12.3% | +1,025+2.4% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 178,609 | $1,770 萬 | 7.3% | +2,225+1.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 137,743 | $1,668 萬 | 6.8% | +6,229+4.7% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 286,393 | $1,646 萬 | 6.8% | −24,351−7.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 86,493 | $907.8 萬 | 3.7% | −3,403−3.8% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,573 | $823.1 萬 | 3.4% | −93−0.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 31,669 | $806.4 萬 | 3.3% | +1,009+3.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,381 | $744.9 萬 | 3.1% | −219−1.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 66,103 | $556.0 萬 | 2.3% | +703+1.1% | 加碼 | – |
| BLDRBuilders FirstSource, Inc. | Stock | 44,982 | $545.4 萬 | 2.2% | −25−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 14,531 | $479.4 萬 | 2.0% | −20−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,715 | $442.5 萬 | 1.8% | −35−0.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 124,324 | $361.9 萬 | 1.5% | −2,933−2.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,698 | $333.0 萬 | 1.4% | −90−0.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 12,575 | $297.2 萬 | 1.2% | −114−0.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 34,930 | $281.7 萬 | 1.2% | −427−1.2% | 減碼 | – |
| BXBlackstone Inc. | COM | 15,638 | $267.2 萬 | 1.1% | +196+1.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,968 | $262.8 萬 | 1.1% | +439+3.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,303 | $249.3 萬 | 1.0% | +30.0% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 18,221 | $242.8 萬 | 1.0% | +198+1.1% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 54,090 | $241.1 萬 | 1.0% | +14,261+35.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E461 | PURBTA MSCI US | 35,809 | $240.1 萬 | 1.0% | +694+2.0% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 2,448 | $225.3 萬 | 0.9% | −4−0.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,035 | $221.9 萬 | 0.9% | −74−1.0% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 8,911 | $220.2 萬 | 0.9% | +260+3.0% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 18,278 | $205.6 萬 | 0.8% | −71−0.4% | 減碼 | 歷史 |
| American Centy ETF Tr025072174 | AVANTIS ALL INT | 28,589 | $201.8 萬 | 0.8% | +984+3.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,790 | $190.5 萬 | 0.8% | −500−11.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,589 | $185.7 萬 | 0.8% | +34+0.5% | 加碼 | – |
| CVXChevron Corp | Stock | 10,882 | $169.0 萬 | 0.7% | +113+1.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 44,786 | $160.8 萬 | 0.7% | +2,282+5.4% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 22,512 | $151.4 萬 | 0.6% | +906+4.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,562 | $144.3 萬 | 0.6% | −16−0.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,172 | $140.5 萬 | 0.6% | −27−2.3% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 51,029 | $139.3 萬 | 0.6% | −2,799−5.2% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 36,275 | $137.9 萬 | 0.6% | +772+2.2% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,671 | $135.4 萬 | 0.6% | +111+1.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,073 | $133.7 萬 | 0.5% | +10.0% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 51,515 | $133.2 萬 | 0.5% | −3,043−5.6% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 11,868 | $119.5 萬 | 0.5% | +20.0% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 26,893 | $116.7 萬 | 0.5% | +76+0.3% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 10,143 | $113.7 萬 | 0.5% | −72−0.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,699 | $113.2 萬 | 0.5% | −10−0.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,667 | $109.0 萬 | 0.4% | −145−1.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,422 | $107.3 萬 | 0.4% | −550−3.9% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 40,845 | $105.0 萬 | 0.4% | +40,845 | 新進 | – |
| TYTRI-CONTINENTAL Corp | COM | 30,851 | $104.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,035 | $97.9 萬 | 0.4% | −5−0.1% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 6,966 | $97.8 萬 | 0.4% | −112−1.6% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 1,495 | $97.1 萬 | 0.4% | +20+1.4% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 5,480 | $93.6 萬 | 0.4% | −103−1.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,349 | $91.6 萬 | 0.4% | −75−1.7% | 減碼 | 歷史 |
| VENUVenu Holding Corp | COM | 70,000 | $89.7 萬 | 0.4% | +50,000+250.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,781 | $88.9 萬 | 0.4% | −33−1.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 953 | $88.2 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,701 | $85.7 萬 | 0.4% | −133−3.5% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 8,756 | $84.7 萬 | 0.3% | +444+5.3% | 加碼 | – |
| FIBKFirst Interstate Bancsystem Inc | COM | 26,495 | $84.4 萬 | 0.3% | −577−2.1% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 28,480 | $80.6 萬 | 0.3% | −1,819−6.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 22,885 | $77.6 萬 | 0.3% | −408−1.8% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 41,953 | $76.5 萬 | 0.3% | +450+1.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 3,022 | $73.6 萬 | 0.3% | +143+5.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 9,682 | $73.6 萬 | 0.3% | +333+3.6% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 3,970 | $72.9 萬 | 0.3% | −48−1.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,015 | $72.3 萬 | 0.3% | +17+0.2% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 8,312 | $69.5 萬 | 0.3% | +678+8.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 15,589 | $69.2 萬 | 0.3% | +2,007+14.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 921 | $67.6 萬 | 0.3% | +21+2.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,605 | $65.5 萬 | 0.3% | −5−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,449 | $64.4 萬 | 0.3% | −65−4.3% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 5,024 | $64.4 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,736 | $64.1 萬 | 0.3% | −91−1.3% | 減碼 | – |
| BACBank of America Corp | Stock | 12,332 | $63.6 萬 | 0.3% | −13−0.1% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,895 | $61.7 萬 | 0.3% | 00.0% | 不變 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 53,685 | $61.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 14,070 | $59.1 萬 | 0.2% | +14,070 | 新進 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 13,817 | $59.1 萬 | 0.2% | −300−2.1% | 減碼 | – |
| CMCSAComcast Corp | Stock | 18,659 | $58.6 萬 | 0.2% | −5,147−21.6% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,589 | $57.5 萬 | 0.2% | −168−6.1% | 減碼 | – |
| KRKroger Co | Stock | 8,402 | $56.6 萬 | 0.2% | +45+0.5% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 5,516 | $56.6 萬 | 0.2% | −712−11.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,681 | $53.6 萬 | 0.2% | −308−6.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,346 | $53.2 萬 | 0.2% | −58−1.7% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 1,624 | $52.3 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,292 | $51.1 萬 | 0.2% | −969−15.5% | 減碼 | – |
| KVUEKenvue Inc. | Stock | 30,855 | $50.1 萬 | 0.2% | −543−1.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 877 | $49.9 萬 | 0.2% | −8−0.9% | 減碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 5,355 | $48.9 萬 | 0.2% | +5,355 | 新進 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 7,326 | $47.6 萬 | 0.2% | +980+15.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,672 | $47.2 萬 | 0.2% | −5−0.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 9,133 | $45.9 萬 | 0.2% | +916+11.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,802 | $45.2 萬 | 0.2% | −307−7.5% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 6,186 | $42.3 萬 | 0.2% | +13+0.2% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 2,800 | $42.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,386 | $39.1 萬 | 0.2% | −7−0.5% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 13,128 | $38.9 萬 | 0.2% | −1,520−10.4% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 2,473 | $38.0 萬 | 0.2% | −148−5.6% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 988 | $36.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 7,650 | $36.4 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 7,164 | $34.0 萬 | 0.1% | +458+6.8% | 加碼 | – |
2025 年第 2 季之後清倉（6 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KOCoca Cola Co | Stock | 3,255 | $23.0 萬 | 0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 5,271 | $22.8 萬 | 0.1% | 歷史 |
| DEDeere & Co | Stock | 435 | $22.1 萬 | 0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,166 | $21.9 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 736 | $20.1 萬 | 0.1% | 歷史 |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 13,080 | $13.6 萬 | 0.1% | 歷史 |