Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/9 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 87
- 較 2021 年第 3 季 −6
- 總值
- $1.93 億
- 較 2021 年第 3 季 −$1,931 萬 (−9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 36,175 | $1,217 萬 | 6.3% | −1,250−3.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,189 | $1,214 萬 | 6.3% | −275−6.2% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 68,358 | $1,139 萬 | 5.9% | −3,640−5.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 63,612 | $1,130 萬 | 5.9% | +283+0.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 24,902 | $1,033 萬 | 5.4% | −770−3.0% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 26,945 | $788.1 萬 | 4.1% | −1,565−5.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,256 | $752.2 萬 | 3.9% | −175−7.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 76,322 | $749.1 萬 | 3.9% | −7,770−9.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 16,725 | $600.9 萬 | 3.1% | −940−5.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 34,929 | $541.0 萬 | 2.8% | +1,015+3.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 30,010 | $513.3 萬 | 2.7% | −3,120−9.4% | 減碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 44,620 | $493.5 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 42,198 | $435.3 萬 | 2.3% | −6,075−12.6% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 88,487 | $424.5 萬 | 2.2% | −19,080−17.7% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 22,428 | $422.9 萬 | 2.2% | −2,129−8.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 70,600 | $416.8 萬 | 2.2% | −11,030−13.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 85,372 | $379.8 萬 | 2.0% | −10,000−10.5% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 18,000 | $375.7 萬 | 1.9% | −1,000−5.3% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 235,760 | $367.7 萬 | 1.9% | +9,000+4.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 13,212 | $335.7 萬 | 1.7% | −1,080−7.6% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 78,781 | $328.7 萬 | 1.7% | +5,000+6.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,966 | $322.3 萬 | 1.7% | −301−5.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,946 | $267.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,000 | $243.1 萬 | 1.3% | −4,000−22.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,650 | $242.8 萬 | 1.3% | +173+5.0% | 加碼 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 215,202 | $209.1 萬 | 1.1% | −52,500−19.6% | 減碼 | – |
| CATCaterpillar Inc | Stock | 8,965 | $185.3 萬 | 1.0% | +1,000+12.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,000 | $179.4 萬 | 0.9% | +95+1.6% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 10,095 | $179.4 萬 | 0.9% | −755−7.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,516 | $174.6 萬 | 0.9% | +2,500+20.8% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 922 | $161.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 19,500 | $157.5 萬 | 0.8% | +1,000+5.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,500 | $147.4 萬 | 0.8% | −5,500−50.0% | 減碼 | 歷史 |
| BGBunge Global SA | COM | 15,258 | $142.4 萬 | 0.7% | −6,769−30.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,500 | $134.1 萬 | 0.7% | −3,500−16.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 20,200 | $128.0 萬 | 0.7% | −5,000−19.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $114.7 萬 | 0.6% | −2,100−41.2% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,805 | $113.2 萬 | 0.6% | −10,150−31.8% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 17,500 | $111.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 11,847 | $103.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,173 | $101.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ZSZscaler, Inc. | Stock | 3,059 | $98.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 15,000 | $90.5 萬 | 0.5% | −5,000−25.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,500 | $90.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 3,435 | $88.8 萬 | 0.5% | −9,017−72.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $88.8 萬 | 0.5% | −1,255−33.4% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 2,000 | $88.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 3,184 | $80.8 萬 | 0.4% | +463+17.0% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 11,900 | $79.1 萬 | 0.4% | −10,203−46.2% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,500 | $76.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 14,160 | $72.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMCCommercial Metals Co | Stock | 20,000 | $72.5 萬 | 0.4% | −5,000−20.0% | 減碼 | 歷史 |
| MMM3M Co | Stock | 4,000 | $71.0 萬 | 0.4% | −2,000−33.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,275 | $68.2 萬 | 0.4% | −1,475−21.9% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 7,400 | $64.7 萬 | 0.3% | +3,563+92.9% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,000 | $60.1 萬 | 0.3% | −5,500−64.7% | 減碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $56.8 萬 | 0.3% | −4,000−34.8% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 10,000 | $56.7 萬 | 0.3% | −5,000−33.3% | 減碼 | 歷史 |
| CROXCrocs, Inc. | COM | 4,400 | $56.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 20,000 | $53.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 5,000 | $51.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,350 | $45.7 萬 | 0.2% | −1,500−52.6% | 減碼 | 歷史 |
| MOSMosaic Co | COM | 11,000 | $43.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $41.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 140 | $40.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 5,000 | $39.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,301 | $38.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,000 | $38.1 萬 | 0.2% | +3,000 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 5,000 | $36.7 萬 | 0.2% | +1,000+25.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,750 | $34.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 20,575 | $33.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ENJYLegacy EJY, Inc. | COMMON STOCK | 66,500 | $30.7 萬 | 0.2% | +66,500 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $30.5 萬 | 0.2% | +5,000 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,102 | $30.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 472 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 337 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AIC3.ai, Inc. | Stock | 8,000 | $25.0 萬 | 0.1% | +8,000 | 新進 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 16,450 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 2,250 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVTAvnet Inc | COM | 5,000 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 500 | $19.0 萬 | 0.1% | +500 | 新進 | 歷史 |
| RYNRayonier Inc | COM | 4,500 | $18.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $17.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Softbank Group Corp.83404D109 | COM | 6,750 | $16.2 萬 | 0.1% | −7,650−53.1% | 減碼 | – |
| EAElectronic Arts Inc. | COM | 888 | $11.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QSQuantumScape Corp | COM CL A | 5,000 | $11.0 萬 | 0.1% | +1,000+25.0% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 12,843 | $10.0 萬 | 0.1% | +12,843 | 新進 | 歷史 |
2021 年第 3 季之後清倉（12 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,844 | $108.2 萬 | 0.5% | 歷史 |
| COPConocoPhillips | Stock | 12,000 | $87.6 萬 | 0.4% | 歷史 |
| ETNEaton Corp plc | Stock | 4,000 | $68.7 萬 | 0.3% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 2,500 | $63.9 萬 | 0.3% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,550 | $48.6 萬 | 0.2% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,400 | $46.7 萬 | 0.2% | 歷史 |
| PEGAPegasystems Inc | COM | 3,000 | $35.1 萬 | 0.2% | 歷史 |
| VISNVistance Networks, Inc. | COM | 33,400 | $31.5 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,500 | $29.2 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,000 | $24.0 萬 | 0.1% | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 30,000 | $19.5 萬 | 0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 675 | $10.0 萬 | <0.1% | 歷史 |