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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 96 项
建仓 7
增持 75
减持 9
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$4.4M
66,327
+25%
建仓
TWLO
TWILIO INC
+$2.4M
20,661
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$1.9M
23,839
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。
清仓
DAL
DELTA AIR LINES INC DEL
-$1.6M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.5M
15,353
+1%
增持
IEUR
ISHARES TR
+$1.5M
228,774
+5%
增持
AMZN
AMAZON COM INC
+$1.4M
34,752
+2%
减持
AVGO
BROADCOM INC
+$1.3M
18,589
-0%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.3M
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$1.3M
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$1.3M
0
-100%
清仓
TGT
TARGET CORP
-$1.2M
0
-100%
减持
ORCL
ORACLE CORP
+$1.2M
15,217
-1%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$990.5K
16,453
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$877.7K
114,531
+14%
增持
CEG
CONSTELLATION ENERGY CORP
+$863.4K
9,968
+1%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$761.5K
21,289
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$758.1K
13,216
-0%
增持
META
META PLATFORMS INC
+$752.2K
4,303
+1%
增持
GOOGL
ALPHABET INC
+$703.8K
35,840
+2%
建仓
VOO
VANGUARD INDEX FDS
+$643.9K
1,134
增持
LRCX
LAM RESEARCH CORP
+$641.1K
24,776
+1%
增持
C
CITIGROUP INC
+$562.9K
30,979
+0%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$538.2K
87,447
+3%
增持
NFLX
NETFLIX INC
+$501.1K
2,935
+1%
增持
MS
MORGAN STANLEY
+$457.3K
17,023
+1%
增持
TIMB
TIM S A
+$457.0K
120,430
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$457.0K
6,776
+1%
增持
—
EATON CORP PLC
+$452.1K
7,107
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$448.0K
9,895
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$436.1K
9,165
+1%
增持
ANET
ARISTA NETWORKS INC
+$424.5K
23,822
+1%
增持
BAC
BANK AMERICA CORP
+$419.1K
49,947
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$411.5K
10,145
+2%
增持
PNC
PNC FINL SVCS GROUP INC
+$379.3K
10,993
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$336.3K
27,427
+1%
增持
—
UBS GROUP AG
+$316.0K
71,825
+3%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$299.7K
449,892
+2%
建仓
EMXC
ISHARES INC
+$282.7K
4,467
增持
MMM
3M CO
+$276.2K
16,869
+1%
增持
EXPE
EXPEDIA GROUP INC
+$265.8K
13,554
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$261.3K
6,709
+1%
建仓
EEM
ISHARES TR
+$247.1K
5,112
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$245.8K
200,883
+1%
增持
SHEL
SHELL PLC
+$238.5K
25,997
+4%
减持
GS
GOLDMAN SACHS GROUP INC
-$228.0K
2,876
-30%
增持
NVS
NOVARTIS AG
+$225.4K
17,000
+3%
增持
SCCO
SOUTHERN COPPER CORP
+$222.0K
14,860
+3%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$215.7K
130,928
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$207.3K
12,953
+1%
增持
NVO
NOVO-NORDISK A S
+$199.8K
36,420
+3%
增持
DE
DEERE & CO
+$197.0K
3,859
+1%
增持
GILD
GILEAD SCIENCES INC
+$190.4K
21,986
+3%
增持
GD
GENERAL DYNAMICS CORP
+$187.0K
6,907
+2%
增持
EOG
EOG RES INC
+$187.0K
14,035
+2%
增持
NEE
NEXTERA ENERGY INC
+$183.4K
23,448
+3%
增持
FLIN
FRANKLIN TEMPLETON ETF TR
+$183.1K
72,290
+2%
增持
TSLA
TESLA INC
+$182.3K
9,158
+0%
增持
IEF
ISHARES TR
+$171.3K
59,100
+4%
增持
LLY
ELI LILLY & CO
-$157.5K
1,791
+4%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$145.6K
57,432
+4%
增持
HUBS
HUBSPOT INC
-$141.9K
3,307
+2%
增持
D
DOMINION ENERGY INC
+$133.7K
31,493
+2%
增持
YUMC
YUM CHINA HLDGS INC
+$131.5K
38,887
+2%
增持
SPYG
SPDR SERIES TRUST
+$117.7K
84,115
+15%
增持
SPYV
SPDR SERIES TRUST
+$116.9K
132,856
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$113.8K
3,711
+2%
增持
T
AT&T INC
+$113.6K
67,368
+2%
增持
MCD
MCDONALDS CORP
-$107.6K
7,611
+3%
增持
EQIX
EQUINIX INC
-$105.1K
2,056
+2%
增持
HD
HOME DEPOT INC
+$99.1K
4,947
+2%
增持
—
EXXON MOBIL CORP
+$94.0K
19,166
+1%
增持
MA
MASTERCARD INCORPORATED
+$75.4K
4,060
+0%
增持
FE
FIRSTENERGY CORP
-$66.3K
41,207
+2%
增持
WCN
WASTE CONNECTIONS INC
-$63.9K
11,412
+3%
增持
LNG
CHENIERE ENERGY INC
+$60.5K
10,206
+0%
增持
AAPL
APPLE INC
+$60.0K
35,128
+3%
增持
WMT
WALMART INC
+$56.3K
37,624
+1%
减持
SSO
PROSHARES TR
+$44.6K
2,728
-2%
增持
O
REALTY INCOME CORP
+$43.8K
31,075
+3%
增持
SHW
SHERWIN WILLIAMS CO
+$43.6K
5,284
+2%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$43.0K
55,924
+5%
增持
—
CHUBB LIMITED
+$40.8K
7,548
+1%
增持
IAU
ISHARES GOLD TR
+$39.3K
85,454
+0%
增持
JNJ
JOHNSON & JOHNSON
+$37.8K
10,619
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$34.1K
8,280
+2%
增持
ZTS
ZOETIS INC
+$34.0K
9,203
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$25.9K
420
-0%
增持
SMMD
ISHARES TR
+$17.0K
22,279
+5%
增持
BABA
ALIBABA GROUP HLDG LTD
-$16.3K
12,566
+4%
增持
ABBV
ABBVIE INC
-$14.1K
15,790
+2%
增持
COST
COSTCO WHSL CORP NEW
+$12.5K
2,141
+1%
减持
EFA
ISHARES TR
+$12.3K
7,240
-3%
增持
BYLD
ISHARES TR
+$9.4K
258,762
+1%
减持
V
VISA INC
-$2.4K
7,486
-3%
增持
—
UNILEVER PLC
+$190
31,076
+3%
