Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/17 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 93
- 較 2021 年第 2 季 +5
- 總值
- $2.12 億
- 較 2021 年第 2 季 +$319.0 萬 (+1.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 4,464 | $1,303 萬 | 6.1% | +142+3.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,425 | $1,238 萬 | 5.8% | +335+0.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 71,998 | $1,211 萬 | 5.7% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,672 | $946.2 萬 | 4.5% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 63,329 | $936.8 萬 | 4.4% | +2,000+3.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,431 | $846.5 萬 | 4.0% | +242+11.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 84,092 | $822.2 萬 | 3.9% | −7,247−7.9% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 28,510 | $786.5 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 17,665 | $632.3 萬 | 3.0% | −270−1.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 33,914 | $591.6 萬 | 2.8% | −4,352−11.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 33,130 | $544.2 萬 | 2.6% | −582−1.7% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 107,567 | $541.7 萬 | 2.6% | +8,025+8.1% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 24,557 | $502.5 萬 | 2.4% | −2,470−9.1% | 減碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 44,620 | $476.7 萬 | 2.2% | +940+2.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 95,372 | $450.4 萬 | 2.1% | +7,000+7.9% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 48,273 | $448.7 萬 | 2.1% | −500−1.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 14,292 | $428.3 萬 | 2.0% | +9,613+205.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 81,630 | $400.2 萬 | 1.9% | +20,000+32.5% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,267 | $353.4 萬 | 1.7% | +1,774+50.8% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 226,760 | $348.1 萬 | 1.6% | +23,500+11.6% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 19,000 | $342.6 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 12,452 | $309.5 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 18,000 | $295.3 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,000 | $278.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 73,781 | $276.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 267,702 | $262.3 萬 | 1.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 7,946 | $260.3 萬 | 1.2% | −3,290−29.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,100 | $203.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM | 22,027 | $203.3 萬 | 1.0% | −21,452−49.3% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 10,850 | $198.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,477 | $190.8 萬 | 0.9% | +572+19.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 21,000 | $176.4 萬 | 0.8% | −9,500−31.1% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,500 | $174.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,905 | $168.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 31,955 | $168.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 922 | $167.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,965 | $164.6 萬 | 0.8% | +7,965 | 新進 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 18,500 | $147.9 萬 | 0.7% | +18,500 | 新進 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 22,103 | $147.3 萬 | 0.7% | +5,902+36.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,200 | $145.6 萬 | 0.7% | +5,000+24.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,016 | $142.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 20,000 | $136.4 萬 | 0.6% | +12,500+166.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,755 | $126.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 17,500 | $114.7 萬 | 0.5% | +10,000+133.3% | 加碼 | 歷史 |
| MMM3M Co | Stock | 6,000 | $109.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,844 | $108.2 萬 | 0.5% | +3,844 | 新進 | 歷史 |
| ZSZscaler, Inc. | Stock | 3,059 | $103.1 萬 | 0.5% | +3,059 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,850 | $102.9 萬 | 0.5% | +926+48.1% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 11,500 | $100.7 萬 | 0.5% | −1,000−8.0% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 11,847 | $97.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 1,500 | $97.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 6,750 | $94.1 萬 | 0.4% | −10,100−59.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,173 | $90.4 萬 | 0.4% | +480+13.0% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 15,000 | $88.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 12,000 | $87.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMCCommercial Metals Co | Stock | 25,000 | $83.8 萬 | 0.4% | +5,000+25.0% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 2,000 | $82.6 萬 | 0.4% | +500+33.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,500 | $78.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CROXCrocs, Inc. | COM | 4,400 | $76.6 萬 | 0.4% | −2,600−37.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 14,160 | $71.9 萬 | 0.3% | −940−6.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,000 | $68.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 2,500 | $63.9 萬 | 0.3% | +2,000+400.0% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 2,721 | $62.3 萬 | 0.3% | −13,933−83.7% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 5,000 | $61.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 20,000 | $54.8 萬 | 0.3% | −20,000−50.0% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,550 | $48.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,400 | $46.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Softbank Group Corp.83404D109 | COM | 14,400 | $41.5 萬 | 0.2% | −12,200−45.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 140 | $41.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $40.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 11,000 | $39.7 萬 | 0.2% | −30,000−73.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,301 | $38.3 萬 | 0.2% | −3,903−75.0% | 減碼依 4 比 1 拆股換算 | 歷史 |
| DDominion Energy, Inc | Stock | 5,000 | $37.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEGAPegasystems Inc | COM | 3,000 | $35.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 20,575 | $32.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VISNVistance Networks, Inc. | COM | 33,400 | $31.5 萬 | 0.1% | +33,400 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 472 | $29.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,102 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,500 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 337 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 3,750 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 3,837 | $27.2 萬 | 0.1% | +3,837 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 4,000 | $26.2 萬 | 0.1% | +4,000 | 新進 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 16,450 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 2,250 | $24.5 萬 | 0.1% | +1,781+380.0% | 加碼依 1 比 8 拆股換算 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,000 | $24.0 萬 | 0.1% | −5,000−71.4% | 減碼 | 歷史 |
| AVTAvnet Inc | COM | 5,000 | $19.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 30,000 | $19.5 萬 | 0.1% | +30,000 | 新進 | 歷史 |
| RYNRayonier Inc | COM | 4,500 | $17.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $17.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QSQuantumScape Corp | COM CL A | 4,000 | $13.7 萬 | 0.1% | +4,000 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 888 | $12.4 萬 | 0.1% | −760−46.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 675 | $10.0 萬 | <0.1% | +675 | 新進 | 歷史 |
2021 年第 2 季之後清倉（5 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LNGCheniere Energy, Inc. | COM NEW | 6,753 | $57.1 萬 | 0.3% | 歷史 |
| CVXChevron Corp | Stock | 5,000 | $50.9 萬 | 0.2% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 3,000 | $45.3 萬 | 0.2% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,383 | $27.1 萬 | 0.1% | 歷史 |
| EQIXEquinix Inc | COM | 133 | $10.9 萬 | 0.1% | 歷史 |