Altus Wealth Group LLC
- SEC CIK
- 0001842572
- 最新申報
- 2026/7/17
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/27 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 143
- 較 2025 年第 4 季 +1
- 總值
- $2.44 億
- 較 2025 年第 4 季 −$619.3 萬 (−2.5%)
| 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 | 45,781 | $2,990 萬 | 12.3% | −882−1.9% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 196,074 | $1,896 萬 | 7.8% | +8,225+4.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 142,258 | $1,595 萬 | 6.5% | −2,781−1.9% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 293,519 | $1,316 萬 | 5.4% | +122,915+72.0% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 160,777 | $1,006 萬 | 4.1% | −85,579−34.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 96,877 | $1,001 萬 | 4.1% | +8,610+9.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 32,625 | $828.0 萬 | 3.4% | +1,314+4.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,641 | $752.2 萬 | 3.1% | +17+0.1% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 71,069 | $588.1 萬 | 2.4% | +2,942+4.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,580 | $539.7 萬 | 2.2% | +59+0.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,575 | $428.6 萬 | 1.8% | +276+1.1% | 加碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 48,066 | $395.7 萬 | 1.6% | +2,718+6.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,757 | $395.6 萬 | 1.6% | +96+0.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 12,774 | $395.4 萬 | 1.6% | −576−4.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 104,296 | $318.1 萬 | 1.3% | −6,503−5.9% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 12,799 | $310.5 萬 | 1.3% | +22+0.2% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 64,112 | $272.7 萬 | 1.1% | +20,892+48.3% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 32,541 | $257.3 萬 | 1.1% | −1,291−3.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 12,115 | $252.3 萬 | 1.0% | +50+0.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E461 | PURBTA MSCI US | 37,267 | $242.9 萬 | 1.0% | +1,339+3.7% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 17,851 | $234.0 萬 | 1.0% | −296−1.6% | 減碼 | 歷史 |
| American Centy ETF Tr025072174 | AVANTIS ALL INT | 30,545 | $232.7 萬 | 1.0% | +1,698+5.9% | 加碼 | – |
| CVXChevron Corp | Stock | 10,287 | $212.8 萬 | 0.9% | −156−1.5% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 8,932 | $212.2 萬 | 0.9% | −17−0.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,201 | $211.8 萬 | 0.9% | +606+9.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,843 | $206.8 萬 | 0.8% | −238−3.4% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 17,279 | $198.7 萬 | 0.8% | −1,679−8.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,000 | $191.7 萬 | 0.8% | +218+5.8% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 18,165 | $182.8 萬 | 0.7% | +4,414+32.1% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 11,680 | $168.9 萬 | 0.7% | +148+1.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,693 | $164.5 萬 | 0.7% | +25+0.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,377 | $154.6 萬 | 0.6% | +1,034+77.0% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 22,251 | $151.9 萬 | 0.6% | −469−2.1% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 13,996 | $146.3 萬 | 0.6% | −68−0.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 39,524 | $134.6 萬 | 0.6% | −4,861−11.0% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 25,951 | $131.8 萬 | 0.5% | −452−1.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,091 | $131.2 萬 | 0.5% | +14+0.3% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 32,489 | $128.1 萬 | 0.5% | −3,803−10.5% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 47,800 | $122.5 萬 | 0.5% | +2,244+4.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,694 | $121.5 萬 | 0.5% | +269+7.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 12,234 | $117.6 萬 | 0.5% | +35+0.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,875 | $113.3 萬 | 0.5% | +61+3.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,331 | $110.7 萬 | 0.5% | −3,959−32.2% | 減碼 | – |
| EMEEMCOR Group, Inc. | Stock | 1,467 | $108.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,271 | $105.2 萬 | 0.4% | +730+5.8% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 41,066 | $103.1 萬 | 0.4% | +105+0.3% | 加碼 | – |
| HONHoneywell International Inc | COM | 4,512 | $102.0 萬 | 0.4% | +20+0.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,189 | $101.8 萬 | 0.4% | +905+12.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 992 | $98.8 萬 | 0.4% | +9+0.9% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 8,884 | $98.4 萬 | 0.4% | +86+1.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 31,896 | $97.9 萬 | 0.4% | −7,367−18.8% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 6,270 | $97.4 萬 | 0.4% | +22+0.4% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 5,267 | $97.3 萬 | 0.4% | −44−0.8% | 減碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 29,614 | $93.5 萬 | 0.4% | −568−1.9% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 27,772 | $93.1 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,196 | $91.7 萬 | 0.4% | +178+5.9% | 加碼 | 歷史 |
| FIBKFirst Interstate Bancsystem Inc | COM | 26,952 | $90.0 萬 | 0.4% | −288−1.1% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,526 | $86.8 萬 | 0.4% | −108−2.3% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,938 | $86.7 萬 | 0.4% | −2,863−32.5% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,878 | $84.3 萬 | 0.3% | +115+3.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,825 | $84.1 萬 | 0.3% | +108+1.9% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 5,458 | $83.4 萬 | 0.3% | −40−0.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,839 | $77.1 萬 | 0.3% | +104+1.3% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 9,359 | $74.3 萬 | 0.3% | +909+10.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 16,719 | $72.9 萬 | 0.3% | +1,495+9.8% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 3,591 | $69.7 萬 | 0.3% | +86+2.5% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 38,827 | $68.9 萬 | 0.3% | −2,282−5.6% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 20,331 | $68.2 萬 | 0.3% | +681+3.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 10,875 | $68.2 萬 | 0.3% | +1,108+11.3% | 加碼 | – |
| MUMicron Technology Inc | Stock | 2,008 | $67.8 萬 | 0.3% | +970+93.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,618 | $61.9 萬 | 0.3% | +13+0.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,623 | $60.3 萬 | 0.2% | +197+13.8% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 53,685 | $60.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 12,282 | $59.9 萬 | 0.2% | −30−0.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 12,952 | $59.1 萬 | 0.2% | −81−0.6% | 減碼 | – |
| KRKroger Co | Stock | 8,150 | $59.0 萬 | 0.2% | +383+4.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,669 | $58.7 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,015 | $58.1 萬 | 0.2% | +73+7.7% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,685 | $56.8 萬 | 0.2% | −210−4.3% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,077 | $56.2 萬 | 0.2% | +8+0.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 10,247 | $51.3 萬 | 0.2% | +535+5.5% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,171 | $50.3 萬 | 0.2% | −74−1.4% | 減碼 | – |
| GLWCorning Inc | COM | 3,629 | $49.3 萬 | 0.2% | −365−9.1% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,983 | $49.1 萬 | 0.2% | −242−7.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,215 | $48.2 萬 | 0.2% | +290+4.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,749 | $46.6 萬 | 0.2% | −2−0.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 649 | $46.0 萬 | 0.2% | +86+15.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,737 | $45.7 萬 | 0.2% | −17−0.4% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,184 | $45.4 萬 | 0.2% | −31−1.4% | 減碼 | – |
| MAMastercard Inc | Stock | 870 | $43.5 萬 | 0.2% | +18+2.1% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 11,255 | $43.2 萬 | 0.2% | +3,052+37.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,729 | $42.3 萬 | 0.2% | −46−2.6% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 7,850 | $39.9 萬 | 0.2% | +200+2.6% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 584 | $39.8 萬 | 0.2% | +2+0.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,163 | $39.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 7,590 | $36.1 萬 | 0.1% | +106+1.4% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,487 | $36.0 萬 | 0.1% | +91+6.5% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 2,800 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,688 | $34.3 萬 | 0.1% | +133+8.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,089 | $33.8 萬 | 0.1% | +69+6.8% | 加碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $6.50 萬 | – |
2025 年第 4 季之後清倉（8 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PANWPalo Alto Networks Inc | Stock | 1,279 | $23.6 萬 | 0.1% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 1,438 | $22.9 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,297 | $22.2 萬 | 0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 245 | $21.5 萬 | 0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 198 | $21.2 萬 | 0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 683 | $21.0 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 10,711 | $20.5 萬 | 0.1% | – |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 10,092 | $13.0 萬 | 0.1% | 歷史 |