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 |
|---|---|---|---|---|---|---|---|
| RITMRithm Capital Corp. | REIT | 10,915 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QUBTQuantum Computing Inc. | COM | 11,750 | $11.4 萬 | <0.1% | −1,500−11.3% | 減碼 | 歷史 |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 11,371 | $11.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USALiberty All Star Equity Fund | SH BEN INT | 31,769 | $18.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 10,010 | $19.1 萬 | 0.1% | −300−2.9% | 減碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 15,832 | $19.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 208 | $20.0 萬 | 0.1% | +208 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,141 | $20.6 萬 | 0.1% | +1,141 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 852 | $20.7 萬 | 0.1% | +852 | 新進 | – |
| TAT&T Inc. | Stock | 10,064 | $20.8 萬 | 0.1% | +626+6.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,759 | $20.9 萬 | 0.1% | +1,759 | 新進 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 4,351 | $21.1 萬 | 0.1% | −3,239−42.7% | 減碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 1,130 | $21.7 萬 | 0.1% | +1,130 | 新進 | – |
| APOApollo Global Management, Inc. | COM | 1,869 | $22.1 萬 | 0.1% | +16+0.9% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,910 | $22.4 萬 | 0.1% | +2,910 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,438 | $22.7 萬 | 0.1% | +1+0.1% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,379 | $22.9 萬 | 0.1% | −40−1.7% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 196 | $23.0 萬 | 0.1% | +196 | 新進 | 歷史 |
| DEDeere & Co | Stock | 366 | $23.2 萬 | 0.1% | +366 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,133 | $23.2 萬 | 0.1% | +17+1.5% | 加碼 | 歷史 |
| EOSEaton Vance Enhanced Equity Income Fund II | COM | 10,667 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VENUVenu Holding Corp | COM | 105,060 | $23.8 萬 | 0.1% | +15,060+16.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 12,393 | $24.2 萬 | 0.1% | +23+0.2% | 加碼 | – |
| EMREmerson Electric Co | Stock | 1,692 | $24.2 萬 | 0.1% | +31+1.9% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 4,835 | $24.4 萬 | 0.1% | +4,835 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 12,033 | $24.5 萬 | 0.1% | +25+0.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 2,969 | $24.9 萬 | 0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 1,371 | $25.3 萬 | 0.1% | +1,371 | 新進 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 5,155 | $25.4 萬 | 0.1% | +5,155 | 新進 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 5,047 | $25.4 萬 | 0.1% | −660−11.6% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 257 | $26.0 萬 | 0.1% | +257 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,699 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,211 | $26.2 萬 | 0.1% | +11+0.9% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,762 | $27.1 萬 | 0.1% | +66+1.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,123 | $27.4 萬 | 0.1% | −401−11.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 587 | $28.0 萬 | 0.1% | +587 | 新進 | 歷史 |
| SXCSunCoke Energy, Inc. | COM | 35,981 | $29.0 萬 | 0.1% | −1,101−3.0% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,864 | $29.1 萬 | 0.1% | +57+3.2% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 1,140 | $29.1 萬 | 0.1% | +68+6.3% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 784 | $29.3 萬 | 0.1% | +784 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 430 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 1,563 | $29.7 萬 | 0.1% | +95+6.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 715 | $30.5 萬 | 0.1% | +50+7.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,763 | $30.6 萬 | 0.1% | +158+4.4% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,526 | $30.6 萬 | 0.1% | +172+12.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 991 | $31.2 萬 | 0.1% | +28+2.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,166 | $31.5 萬 | 0.1% | +77+7.1% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 2,816 | $35.5 萬 | 0.1% | +16+0.6% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 365 | $35.7 萬 | 0.1% | +28+8.3% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,232 | $38.6 萬 | 0.1% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,591 | $39.0 萬 | 0.1% | +30.0% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 1,165 | $39.7 萬 | 0.1% | +1,165 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,010 | $42.5 萬 | 0.2% | −613−37.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 835 | $42.9 萬 | 0.2% | −35−4.0% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 7,350 | $43.3 萬 | 0.2% | −500−6.4% | 減碼 | – |
| DISWalt Disney Co | Stock | 4,645 | $44.7 萬 | 0.2% | −92−1.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 375 | $45.0 萬 | 0.2% | +64+20.6% | 加碼 | 歷史 |
| KRKroger Co | Stock | 8,218 | $45.6 萬 | 0.2% | +68+0.8% | 加碼 | 歷史 |
| OCOwens Corning | Stock | 2,871 | $45.6 萬 | 0.2% | +65+2.3% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 908 | $46.2 萬 | 0.2% | +324+55.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,824 | $46.3 萬 | 0.2% | +95+5.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,665 | $46.8 萬 | 0.2% | +178+12.0% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 1,576 | $47.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 2,226 | $49.2 萬 | 0.2% | +2,226 | 新進 | 歷史 |
| HONHoneywell International Inc | Stock | 2,247 | $50.3 萬 | 0.2% | +2,247 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 1,823 | $54.3 萬 | 0.2% | +1,823 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,749 | $55.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,041 | $55.6 萬 | 0.2% | −130−2.5% | 減碼 | – |
| MSMorgan Stanley | Stock | 2,803 | $58.6 萬 | 0.2% | −180−6.0% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 33,127 | $59.2 萬 | 0.2% | −5,700−14.7% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,078 | $59.3 萬 | 0.2% | −106−4.9% | 減碼 | – |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 5,884 | $59.6 萬 | 0.2% | −3,475−37.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,751 | $60.0 萬 | 0.2% | −2,968−17.8% | 減碼 | – |
| AMGNAmgen Inc | Stock | 1,666 | $60.3 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 53,685 | $63.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,860 | $63.1 萬 | 0.2% | +242+9.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,206 | $64.7 萬 | 0.2% | −3,669−33.7% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 12,976 | $65.4 萬 | 0.2% | +24+0.2% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 20,007 | $66.9 萬 | 0.2% | −324−1.6% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,209 | $68.1 萬 | 0.2% | +194+19.1% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,824 | $68.7 萬 | 0.2% | +139+3.0% | 加碼 | – |
| BACBank of America Corp | Stock | 12,207 | $69.6 萬 | 0.3% | −75−0.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 20,609 | $76.3 萬 | 0.3% | −18,915−47.9% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 6,510 | $76.5 萬 | 0.3% | +295+4.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 15,237 | $77.5 萬 | 0.3% | +4,990+48.7% | 加碼 | – |
| CATCaterpillar Inc | Stock | 735 | $78.3 萬 | 0.3% | +86+13.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 18,309 | $79.0 萬 | 0.3% | −14,180−43.6% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 6,056 | $80.7 萬 | 0.3% | −2,828−31.8% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 1,153 | $83.4 萬 | 0.3% | −10−0.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,866 | $84.6 萬 | 0.3% | +27+0.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,302 | $85.3 萬 | 0.3% | +32+0.5% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 5,463 | $85.6 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 6,178 | $86.3 萬 | 0.3% | −404−6.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,927 | $86.9 萬 | 0.3% | +102+1.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,901 | $89.8 萬 | 0.3% | −37−0.6% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 28,233 | $90.3 萬 | 0.3% | +461+1.7% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 5,261 | $90.6 萬 | 0.3% | −6−0.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 12,695 | $90.6 萬 | 0.3% | +461+3.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,225 | $92.5 萬 | 0.3% | +148+7.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 29,470 | $93.5 萬 | 0.3% | −2,426−7.6% | 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 |