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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 98 项
建仓 4
增持 30
减持 42
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
IEI
ISHARES TR
+$7.5M
63,586
清仓
IEF
ISHARES TR
-$7.2M
0
-100%
清仓
ACWI
ISHARES TR
-$3.5M
0
-100%
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
CRWD
CROWDSTRIKE HLDGS INC
-$3.0M
0
-100%
清仓
MCD
MCDONALDS CORP
-$2.4M
0
-100%
建仓
GEV
GE VERNOVA INC
+$2.4M
2,703
增持
IEUR
ISHARES TR
+$2.3M
268,835
+15%
清仓
ISRG
INTUITIVE SURGICAL INC
-$2.1M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$2.1M
0
-100%
清仓
WCN
WASTE CONNECTIONS INC
-$2.0M
0
-100%
建仓
—
AMCOR PLC
+$1.9M
48,596
建仓
CPNG
COUPANG INC
+$1.8M
97,787
清仓
HD
HOME DEPOT INC
-$1.7M
0
-100%
清仓
TSLA
TESLA INC
-$1.6M
0
-100%
清仓
HUBS
HUBSPOT INC
-$1.6M
0
-100%
增持
GNRC
GENERAC HLDGS INC
+$1.5M
11,257
+110%
清仓
ZTS
ZOETIS INC
-$1.3M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
4,605
-32%
增持
MSFT
MICROSOFT CORP
-$1.2M
17,250
+10%
减持
IAU
ISHARES GOLD TR
-$1.1M
64,000
-21%
清仓
PYPL
PAYPAL HLDGS INC
-$1.1M
0
-100%
减持
GOOGL
ALPHABET INC
-$1.0M
33,779
-2%
减持
NVDA
NVIDIA CORPORATION
-$861.9K
63,492
-1%
减持
TIMB
TIM S A
+$830.9K
120,636
-1%
清仓
DUHP
DIMENSIONAL ETF TRUST
-$809.6K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$782.3K
17,408
+1%
减持
—
UBS GROUP AG
-$771.0K
63,194
-10%
减持
MS
MORGAN STANLEY
-$765.6K
13,048
-20%
减持
JPM
JPMORGAN CHASE & CO
-$744.4K
7,374
-18%
清仓
VOO
VANGUARD INDEX FDS
-$711.2K
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
-$706.0K
10,244
+1%
清仓
EFA
ISHARES TR
-$697.0K
0
-100%
减持
ORCL
ORACLE CORP
-$696.7K
11,979
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$677.8K
9,236
-6%
减持
PBR
PETROLEO BRASILEIRO S A
+$640.9K
101,021
-18%
减持
BAC
BANK AMERICA CORP
-$639.0K
42,778
-14%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$637.9K
13,598
+4%
增持
META
META PLATFORMS INC
+$609.4K
7,225
+35%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$604.4K
139,995
+2%
增持
EXPE
EXPEDIA GROUP INC
-$572.9K
12,735
+3%
减持
MMM
3M CO
-$535.8K
14,273
-12%
减持
C
CITIGROUP INC
-$526.5K
24,767
-13%
减持
AVGO
BROADCOM INC
-$524.4K
13,910
-0%
增持
EQIX
EQUINIX INC
+$492.7K
2,033
+4%
增持
LLY
ELI LILLY & CO
-$483.9K
3,408
+1%
减持
SHEL
SHELL PLC
+$465.3K
25,900
-2%
增持
SCCO
SOUTHERN COPPER CORP
+$442.1K
14,368
+2%
减持
V
VISA INC
-$436.1K
7,312
-3%
减持
LNG
CHENIERE ENERGY INC
+$407.5K
8,362
-17%
减持
EOG
EOG RES INC
+$402.1K
12,008
-5%
增持
AAPL
APPLE INC
-$401.4K
35,619
+3%
减持
—
EXXON MOBIL CORP
+$366.5K
15,800
-18%
增持
TWLO
TWILIO INC
-$361.0K
26,145
+2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$355.9K
2,229
+3%
清仓
EMXC
ISHARES INC
-$324.7K
0
-100%
减持
DE
DEERE & CO
+$319.5K
3,803
-3%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$312.7K
11,853
-28%
减持
GILD
GILEAD SCIENCES INC
+$302.8K
21,992
-2%
减持
GD
GENERAL DYNAMICS CORP
-$293.4K
5,920
-14%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$287.4K
36,225
+55%
清仓
SSO
PROSHARES TR
-$281.7K
0
-100%
清仓
EEM
ISHARES TR
-$277.7K
0
-100%
减持
ABBV
ABBVIE INC
-$274.0K
9,809
-7%
增持
BABA
ALIBABA GROUP HLDG LTD
-$259.8K
12,809
+1%
增持
MA
MASTERCARD INCORPORATED
-$250.5K
4,150
+2%
清仓
SPY
SPDR S&P 500 ETF TR
-$248.9K
0
-100%
减持
UL
UNILEVER PLC
-$246.1K
29,095
-0%
清仓
RKLB
ROCKET LAB CORP
-$235.6K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$235.3K
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$234.0K
23,252
-1%
清仓
BKNG
BOOKING HOLDINGS INC
-$219.6K
0
-100%
减持
SPYG
SPDR SERIES TRUST
-$216.7K
84,595
-8%
减持
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-$208.9K
177,200
-13%
增持
UBER
UBER TECHNOLOGIES INC
-$193.7K
28,647
+4%
减持
D
DOMINION ENERGY INC
-$192.7K
26,358
-15%
增持
SPYV
SPDR SERIES TRUST
-$190.9K
144,374
+2%
减持
JNJ
JOHNSON & JOHNSON
+$165.5K
9,713
-9%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$152.3K
14,029
+1%
增持
NFLX
NETFLIX INC.
+$151.3K
31,704
+3%
减持
FE
FIRSTENERGY CORP
+$150.9K
39,351
-4%
减持
O
REALTY INCOME CORP
+$146.6K
31,548
-0%
减持
WMT
WALMART INC
+$107.0K
34,268
-8%
减持
MFG
MIZUHO FINANCIAL GROUP INC
-$104.0K
379,398
-11%
增持
YUMC
YUM CHINA HLDGS INC
+$93.5K
41,010
+3%
增持
AMZN
AMAZON COM INC
+$91.8K
40,251
+12%
增持
AMT
AMERICAN TOWER CORP
+$91.3K
7,817
+9%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
+$90.4K
57,897
-0%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$88.7K
94,298
-1%
减持
NVS
NOVARTIS AG
-$72.4K
14,971
-13%
增持
GS
GOLDMAN SACHS GROUP INC
+$58.1K
3,060
+6%
增持
PHM
PULTE GROUP INC
+$51.5K
16,038
+2%
减持
T
AT&T INC
+$50.7K
59,620
-12%
增持
DY
DYCOM INDS INC
+$37.0K
6,766
+1%
减持
XEFRX
EATON VANCE SR FLTNG RTE TR
-$36.5K
50,490
-3%
减持
SMMD
ISHARES TR
-$33.3K
23,941
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$18.3K
13,424
+2%
减持
—
EATON CORP PLC
+$9.0K
6,249
-11%
增持
BYLD
ISHARES TR
+$6.9K
263,470
+1%