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Altman Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Altman Advisors, Inc.
报告期 2026-03-31 · CIK 0001731671
持仓数
77
前50大市值合计
$198.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q1
22Q4
22Q3
22Q2
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 100 项
建仓 12
增持 46
减持 39
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
ACWI
ISHARES TR
+$10.3M
101,519
建仓
IEUR
ISHARES TR
+$7.5M
137,018
建仓
XSVM
INVESCO EXCHANGE TRADED FD T
+$3.1M
57,667
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
NVDA
NVIDIA CORPORATION
+$1.7M
3,413
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$1.7M
356,716
-18%
建仓
SHW
SHERWIN WILLIAMS CO
+$1.5M
4,709
建仓
EWC
ISHARES INC
+$1.3M
36,119
建仓
MCD
MCDONALDS CORP
+$1.2M
4,135
清仓
ULTA
ULTA BEAUTY INC
-$1.1M
0
-100%
清仓
ENPH
ENPHASE ENERGY INC
-$1.1M
0
-100%
增持
META
META PLATFORMS INC
+$1.0M
6,553
+53%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$930.7K
110,759
+184%
增持
AMZN
AMAZON COM INC
+$893.1K
34,635
+1%
减持
—
WNS HLDGS LTD
-$771.8K
8,617
-55%
减持
—
UNILEVER PLC
-$763.7K
11,221
-58%
减持
PFE
PFIZER INC
-$727.7K
17,376
-53%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$721.5K
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$671.3K
9,936
-46%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$664.8K
9,185
-9%
增持
AAPL
APPLE INC
+$654.5K
28,402
+1%
减持
D
DOMINION ENERGY INC
-$632.0K
11,453
-56%
减持
FE
FIRSTENERGY CORP
-$628.6K
15,122
-56%
减持
AMD
ADVANCED MICRO DEVICES INC
+$622.0K
15,106
-3%
减持
EXPE
EXPEDIA GROUP INC
+$610.7K
12,680
-1%
减持
MSFT
MICROSOFT CORP
+$598.2K
13,567
-5%
减持
HDB
HDFC BANK LTD
-$580.5K
8,729
-56%
减持
AVGO
BROADCOM INC
+$539.0K
3,090
-12%
减持
HPQ
HP INC
-$519.3K
21,402
-53%
减持
MS
MORGAN STANLEY
-$511.8K
9,199
-45%
减持
O
REALTY INCOME CORP
-$491.4K
14,084
-46%
增持
—
EXXON MOBIL CORP
-$478.6K
30,259
+2%
减持
DE
DEERE & CO
-$477.5K
1,825
-43%
增持
DXCM
DEXCOM INC
+$442.6K
13,574
+2%
减持
—
ARISTA NETWORKS INC
+$420.7K
8,969
-2%
增持
—
LAM RESEARCH CORP
+$409.4K
2,528
+1%
增持
COST
COSTCO WHSL CORP NEW
+$387.0K
3,961
+0%
减持
TSLA
TESLA INC
-$375.3K
14,227
-9%
减持
—
UBS GROUP AG
+$374.8K
66,761
-3%
增持
NFLX
NETFLIX INC
+$349.7K
3,055
+1%
增持
C
CITIGROUP INC
+$340.1K
30,268
+2%
减持
GOOGL
ALPHABET INC
+$328.7K
40,749
-1%
建仓
BYLD
ISHARES TR
+$321.4K
14,330
减持
PNC
PNC FINL SVCS GROUP INC
-$319.4K
6,390
-40%
减持
GS
GOLDMAN SACHS GROUP INC
-$299.3K
2,648
-35%
减持
BAC
BANK AMERICA CORP
-$295.3K
30,899
-37%
增持
BHP
BHP GROUP LTD
+$293.6K
23,267
+2%
增持
HUBS
HUBSPOT INC
+$291.9K
3,092
+1%
建仓
TMUS
T-MOBILE US INC
+$272.6K
1,700
建仓
ABT
ABBOTT LABS
+$264.1K
2,399
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$262.8K
26,194
+1%
减持
IAU
ISHARES GOLD TR
+$255.2K
76,322
-2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$250.9K
12,241
+2%
增持
GD
GENERAL DYNAMICS CORP
+$247.0K
6,353
+0%
建仓
QCOM
QUALCOMM INC
+$245.9K
1,700
减持
ISRG
INTUITIVE SURGICAL INC
+$239.3K
5,323
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$238.5K
10,298
-0%
减持
JPM
JPMORGAN CHASE & CO
+$231.3K
14,079
-6%
建仓
PYPL
PAYPAL HLDGS INC
+$227.2K
3,700
增持
HD
HOME DEPOT INC
+$220.6K
4,506
+2%
增持
NVO
NOVO-NORDISK A S
+$211.0K
15,469
+1%
增持
ZTS
ZOETIS INC
+$209.6K
8,284
+1%
增持
—
EATON CORP PLC
+$204.6K
6,981
+1%
减持
ADBE
ADOBE INC
+$204.5K
3,082
-4%
增持
NKE
NIKE INC
+$198.9K
13,552
+2%
减持
AMT
AMERICAN TOWER CORP NEW
+$194.9K
6,275
-11%
增持
WCN
WASTE CONNECTIONS INC
+$170.9K
10,572
+1%
增持
EQIX
EQUINIX INC
+$167.6K
1,787
+2%
增持
PRU
PRUDENTIAL FINL INC
+$155.6K
15,306
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$143.5K
13,614
-7%
增持
DAL
DELTA AIR LINES INC DEL
+$142.0K
38,004
+1%
增持
MA
MASTERCARD INCORPORATED
+$133.8K
3,829
+1%
增持
SPYV
SPDR SER TR
+$133.6K
20,307
+3%
增持
—
CHUBB LIMITED
+$132.6K
7,136
+0%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$120.8K
115,375
+0%
增持
BP
BP PLC
-$112.0K
39,113
+1%
减持
GILD
GILEAD SCIENCES INC
+$106.6K
19,191
-1%
减持
CEG
CONSTELLATION ENERGY CORP
+$105.2K
14,872
-1%
增持
ABBV
ABBVIE INC
+$90.8K
11,508
+1%
增持
EFA
ISHARES TR
+$75.2K
6,706
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$71.6K
2,872
+1%
增持
EOG
EOG RES INC
-$67.7K
13,875
+1%
减持
ORCL
ORACLE CORP
-$64.5K
16,513
-3%
增持
SPYG
SPDR SER TR
+$61.7K
7,208
+5%
增持
TXT
TEXTRON INC
+$61.1K
21,357
+1%
减持
TGT
TARGET CORP
+$57.2K
8,460
-18%
增持
LNG
CHENIERE ENERGY INC
+$54.7K
8,856
+1%
增持
SHEL
SHELL PLC
+$53.2K
22,388
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$52.4K
2,396
-8%
增持
—
INNOVATOR ETFS TR
+$50.1K
27,860
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$49.1K
6,514
+0%
增持
BDX
BECTON DICKINSON & CO
-$45.4K
5,359
+2%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$38.4K
199,628
+1%
减持
V
VISA INC
-$33.1K
8,378
-13%
增持
JNJ
JOHNSON & JOHNSON
+$30.7K
8,950
+2%
减持
NEE
NEXTERA ENERGY INC
-$27.7K
17,734
-8%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$26.5K
429,268
+2%
减持
SMMD
ISHARES TR
+$26.2K
4,564
-2%
增持
WMT
WALMART INC
-$12.6K
9,575
+1%
增持
NVS
NOVARTIS AG
+$8.8K
14,934
+1%
增持
CMCSA
COMCAST CORP NEW
-$337
41,883
+1%