Altus Wealth Group LLC
- SEC CIK
- 0001842572
- 最新申報
- 2026/7/17
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/17 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 154
- 較 2026 年第 1 季 +11
- 總值
- $2.77 億
- 較 2026 年第 1 季 +$3,273 萬 (+13.4%)
| 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 | 46,761 | $3,502 萬 | 12.7% | +980+2.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 143,826 | $2,323 萬 | 8.4% | +1,568+1.1% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 197,070 | $2,049 萬 | 7.4% | +996+0.5% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 300,980 | $1,375 萬 | 5.0% | +7,461+2.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 99,819 | $1,127 萬 | 4.1% | +2,942+3.0% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 156,643 | $974.3 萬 | 3.5% | −4,134−2.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 33,599 | $972.2 萬 | 3.5% | +974+3.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 70,538 | $875.9 萬 | 3.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| NVDANVIDIA Corp | Stock | 35,577 | $711.9 萬 | 2.6% | +11,002+44.8% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 73,364 | $606.4 萬 | 2.2% | +2,295+3.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,321 | $571.5 萬 | 2.1% | +741+5.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,569 | $520.6 萬 | 1.9% | +812+5.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 12,759 | $482.0 萬 | 1.7% | −15−0.1% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 48,075 | $430.2 萬 | 1.6% | +90.0% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 75,132 | $370.3 萬 | 1.3% | +11,020+17.2% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 105,415 | $366.9 萬 | 1.3% | +1,119+1.1% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 12,689 | $345.1 萬 | 1.2% | −110−0.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,267 | $292.4 萬 | 1.1% | +152+1.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 32,133 | $291.7 萬 | 1.1% | −408−1.3% | 減碼 | – |
| MUMicron Technology Inc | Stock | 2,136 | $246.6 萬 | 0.9% | +128+6.4% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 17,949 | $245.6 萬 | 0.9% | +98+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,445 | $243.7 萬 | 0.9% | +244+3.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,035 | $241.4 萬 | 0.9% | +192+2.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,848 | $192.6 萬 | 0.7% | −152−3.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E461 | PURBTA MSCI US | 24,277 | $181.7 萬 | 0.7% | −12,990−34.9% | 減碼 | – |
| BXBlackstone Inc. | COM | 15,377 | $180.9 萬 | 0.7% | −1,902−11.0% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 5,841 | $177.0 萬 | 0.6% | −3,091−34.6% | 減碼 | – |
| CVXChevron Corp | Stock | 10,180 | $168.7 萬 | 0.6% | −107−1.0% | 減碼 | 歷史 |
| American Centy ETF Tr025072174 | AVANTIS ALL INT | 20,041 | $165.1 萬 | 0.6% | −10,504−34.4% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,330 | $158.7 萬 | 0.6% | −10.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,101 | $151.8 萬 | 0.5% | +10+0.2% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 14,617 | $147.1 萬 | 0.5% | −3,548−19.5% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 11,103 | $144.0 萬 | 0.5% | −577−4.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,872 | $136.6 萬 | 0.5% | +178+4.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 13,679 | $135.8 萬 | 0.5% | −317−2.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,488 | $129.7 萬 | 0.5% | −205−2.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,593 | $127.0 萬 | 0.5% | +397+12.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 25,302 | $123.1 萬 | 0.4% | −649−2.5% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 15,100 | $122.4 萬 | 0.4% | −7,151−32.1% | 減碼 | – |
| EMEEMCOR Group, Inc. | Stock | 1,470 | $122.0 萬 | 0.4% | +3+0.2% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 41,163 | $119.2 萬 | 0.4% | +97+0.2% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 46,564 | $118.8 萬 | 0.4% | −1,236−2.6% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 3,731 | $111.2 萬 | 0.4% | +140+3.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,420 | $106.1 萬 | 0.4% | −957−40.3% | 減碼 | 歷史 |
| FIBKFirst Interstate Bancsystem Inc | COM | 26,964 | $104.0 萬 | 0.4% | +120.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,990 | $102.7 萬 | 0.4% | −281−2.1% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,756 | $102.0 萬 | 0.4% | +68+4.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,051 | $101.9 萬 | 0.4% | +173+4.5% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 29,314 | $100.9 萬 | 0.4% | −300−1.0% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,531 | $99.4 萬 | 0.4% | +5+0.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 8,641 | $97.9 萬 | 0.4% | +452+5.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,033 | $96.6 萬 | 0.3% | +41+4.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,882 | $95.9 萬 | 0.3% | +7+0.4% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 3,667 | $93.7 萬 | 0.3% | +38+1.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 29,470 | $93.5 萬 | 0.3% | −2,426−7.6% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,225 | $92.5 萬 | 0.3% | +148+7.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 12,695 | $90.6 萬 | 0.3% | +461+3.8% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 5,261 | $90.6 萬 | 0.3% | −6−0.1% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 28,233 | $90.3 萬 | 0.3% | +461+1.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,901 | $89.8 萬 | 0.3% | −37−0.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 5,927 | $86.9 萬 | 0.3% | +102+1.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 6,178 | $86.3 萬 | 0.3% | −404−6.1% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 5,463 | $85.6 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,302 | $85.3 萬 | 0.3% | +32+0.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,866 | $84.6 萬 | 0.3% | +27+0.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,153 | $83.4 萬 | 0.3% | −10−0.9% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 6,056 | $80.7 萬 | 0.3% | −2,828−31.8% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 18,309 | $79.0 萬 | 0.3% | −14,180−43.6% | 減碼 | – |
| CATCaterpillar Inc | Stock | 735 | $78.3 萬 | 0.3% | +86+13.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 15,237 | $77.5 萬 | 0.3% | +4,990+48.7% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 6,510 | $76.5 萬 | 0.3% | +295+4.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 20,609 | $76.3 萬 | 0.3% | −18,915−47.9% | 減碼 | – |
| BACBank of America Corp | Stock | 12,207 | $69.6 萬 | 0.3% | −75−0.6% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,824 | $68.7 萬 | 0.2% | +139+3.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,209 | $68.1 萬 | 0.2% | +194+19.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 20,007 | $66.9 萬 | 0.2% | −324−1.6% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 12,976 | $65.4 萬 | 0.2% | +24+0.2% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,206 | $64.7 萬 | 0.2% | −3,669−33.7% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 2,860 | $63.1 萬 | 0.2% | +242+9.2% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 53,685 | $63.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,666 | $60.3 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,751 | $60.0 萬 | 0.2% | −2,968−17.8% | 減碼 | – |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 5,884 | $59.6 萬 | 0.2% | −3,475−37.1% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,078 | $59.3 萬 | 0.2% | −106−4.9% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 33,127 | $59.2 萬 | 0.2% | −5,700−14.7% | 減碼 | – |
| MSMorgan Stanley | Stock | 2,803 | $58.6 萬 | 0.2% | −180−6.0% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,041 | $55.6 萬 | 0.2% | −130−2.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,749 | $55.6 萬 | 0.2% | 00.0% | 不變 | – |
| MRVLMarvell Technology, Inc. | COM | 1,823 | $54.3 萬 | 0.2% | +1,823 | 新進 | 歷史 |
| HONHoneywell International Inc | Stock | 2,247 | $50.3 萬 | 0.2% | +2,247 | 新進 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 2,226 | $49.2 萬 | 0.2% | +2,226 | 新進 | 歷史 |
| BEBloom Energy Corp | COM CL A | 1,576 | $47.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,665 | $46.8 萬 | 0.2% | +178+12.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,824 | $46.3 萬 | 0.2% | +95+5.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 908 | $46.2 萬 | 0.2% | +324+55.5% | 加碼 | 歷史 |
| OCOwens Corning | Stock | 2,871 | $45.6 萬 | 0.2% | +65+2.3% | 加碼 | 歷史 |
| KRKroger Co | Stock | 8,218 | $45.6 萬 | 0.2% | +68+0.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 375 | $45.0 萬 | 0.2% | +64+20.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,645 | $44.7 萬 | 0.2% | −92−1.9% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 7,350 | $43.3 萬 | 0.2% | −500−6.4% | 減碼 | – |
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 | $7.47 萬 | – |
2026 年第 1 季之後清倉（7 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 4,512 | $102.0 萬 | 0.4% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 11,255 | $43.2 萬 | 0.2% | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 3,802 | $26.8 萬 | 0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 9,705 | $22.5 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33739Q309 | HIGH INCM STRGC | 4,590 | $20.4 萬 | 0.1% | – |
| PLTRPalantir Technologies Inc. | Stock | 1,391 | $20.3 萬 | 0.1% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 10,000 | $8.45 萬 | <0.1% | 歷史 |