Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/9 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 88
- 較 2021 年第 1 季 +3
- 總值
- $2.09 億
- 較 2021 年第 1 季 +$1,091 萬 (+5.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 71,998 | $1,244 萬 | 6.0% | +2,045+2.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,322 | $1,173 萬 | 5.6% | −603−12.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,090 | $1,074 萬 | 5.1% | +90+0.2% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 91,339 | $910.9 萬 | 4.4% | −6,291−6.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 61,329 | $896.2 萬 | 4.3% | −1,461−2.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,672 | $846.7 萬 | 4.1% | −1,130−4.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 28,510 | $804.3 萬 | 3.9% | −1,392−4.7% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 27,027 | $755.5 萬 | 3.6% | −3,770−12.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,189 | $732.2 萬 | 3.5% | −46−2.1% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 16,654 | $689.0 萬 | 3.3% | −661−3.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 38,266 | $677.8 萬 | 3.2% | +776+2.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,935 | $671.7 萬 | 3.2% | −847−4.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 33,712 | $583.5 萬 | 2.8% | −5,060−13.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 99,542 | $485.4 萬 | 2.3% | +7,415+8.0% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 43,680 | $442.1 萬 | 2.1% | −9,050−17.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,236 | $408.4 萬 | 2.0% | +1,044+10.2% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 48,773 | $396.2 萬 | 1.9% | +2,933+6.4% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 19,000 | $370.1 萬 | 1.8% | −1,100−5.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 88,372 | $354.8 萬 | 1.7% | −5,766−6.1% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 12,452 | $344.0 萬 | 1.6% | −933−7.0% | 減碼 | 歷史 |
| BGBunge Global SA | COM | 43,479 | $332.8 萬 | 1.6% | −4,432−9.3% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 203,260 | $323.9 萬 | 1.6% | +37,600+22.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 18,000 | $277.7 萬 | 1.3% | −6,250−25.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 61,630 | $277.7 萬 | 1.3% | −21,500−25.9% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 73,781 | $271.9 萬 | 1.3% | +16,272+28.3% | 加碼 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 267,702 | $269.0 萬 | 1.3% | +27,231+11.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 11,000 | $259.8 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 30,500 | $230.0 萬 | 1.1% | +15,400+102.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,493 | $206.3 萬 | 1.0% | +2,743+365.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,100 | $202.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 16,850 | $192.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 31,955 | $176.4 萬 | 0.8% | −12,000−27.3% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 922 | $173.9 萬 | 0.8% | +22+2.4% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 10,850 | $171.7 萬 | 0.8% | +1,135+11.7% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 12,500 | $170.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,905 | $168.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,500 | $161.7 萬 | 0.8% | −10,575−55.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,016 | $142.0 萬 | 0.7% | −912−7.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,905 | $141.0 萬 | 0.7% | −2,255−43.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,755 | $135.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 16,201 | $133.5 萬 | 0.6% | +2,272+16.3% | 加碼 | 歷史 |
| MOSMosaic Co | COM | 41,000 | $129.1 萬 | 0.6% | +11,000+36.7% | 加碼 | 歷史 |
| MMM3M Co | Stock | 6,000 | $118.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,679 | $117.2 萬 | 0.6% | +1,179+33.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 20,200 | $112.2 萬 | 0.5% | +10,000+98.0% | 加碼 | 歷史 |
| BPBP PLC | ADR | 40,000 | $102.2 萬 | 0.5% | +40,000 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,000 | $100.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CROXCrocs, Inc. | COM | 7,000 | $98.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 15,000 | $93.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 11,847 | $84.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Softbank Group Corp.83404D109 | COM | 26,600 | $81.7 萬 | 0.4% | +9,000+51.1% | 加碼 | – |
| INTCIntel Corp | Stock | 15,100 | $81.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 1,500 | $78.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,693 | $74.5 萬 | 0.4% | +3,693 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,500 | $72.7 萬 | 0.3% | +500+25.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 12,000 | $67.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 4,000 | $65.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CMCCommercial Metals Co | Stock | 20,000 | $64.4 萬 | 0.3% | +20,000 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 5,000 | $64.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 6,753 | $57.1 萬 | 0.3% | +6,753 | 新進 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,500 | $54.9 萬 | 0.3% | +1,500 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,924 | $53.3 萬 | 0.3% | −450−19.0% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 7,500 | $53.3 萬 | 0.3% | +2,500+50.0% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,550 | $52.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 5,000 | $50.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 3,000 | $45.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,400 | $44.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 7,500 | $43.0 萬 | 0.2% | +2,500+50.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,750 | $39.1 萬 | 0.2% | +3,750 | 新進 | 歷史 |
| PEGAPegasystems Inc | COM | 3,000 | $38.5 萬 | 0.2% | +3,000 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 140 | $38.3 萬 | 0.2% | +40+40.0% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 5,000 | $38.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $36.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 20,575 | $31.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 3,750 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,102 | $29.0 萬 | 0.1% | +1,102 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 472 | $28.8 萬 | 0.1% | +472 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,500 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,383 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,301 | $26.4 萬 | 0.1% | +1,301 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 337 | $26.3 萬 | 0.1% | +141+71.9% | 加碼 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 16,450 | $24.5 萬 | 0.1% | +450+2.8% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 1,648 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVTAvnet Inc | COM | 5,000 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $17.1 萬 | 0.1% | +5,000+33.3% | 加碼 | 歷史 |
| RYNRayonier Inc | COM | 4,500 | $16.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 500 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 133 | $10.9 萬 | 0.1% | +133 | 新進 | 歷史 |
2021 年第 1 季之後清倉（8 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 19,489 | $107.0 萬 | 0.5% | 歷史 |
| EOGEOG Resources Inc | Stock | 9,000 | $68.3 萬 | 0.3% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,000 | $60.2 萬 | 0.3% | 歷史 |
| GEGeneral Electric Co | COM | 30,000 | $39.6 萬 | 0.2% | 歷史 |
| HSYHershey Co | COM | 2,000 | $32.8 萬 | 0.2% | 歷史 |
| LVSLas Vegas Sands Corp | COM | 5,000 | $30.5 萬 | 0.2% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 3,000 | $27.3 萬 | 0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 400 | $11.7 萬 | 0.1% | 歷史 |