Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/10 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 80
- 較 2021 年第 4 季 −7
- 總值
- $1.60 億
- 較 2021 年第 4 季 −$3,295 萬 (−17.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 4,119 | $1,146 萬 | 7.2% | −70−1.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 63,612 | $1,111 萬 | 7.0% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,875 | $1,106 萬 | 6.9% | −300−0.8% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 52,255 | $703.1 萬 | 4.4% | −16,103−23.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 24,514 | $615.8 萬 | 3.9% | −2,431−9.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 19,245 | $576.0 萬 | 3.6% | −5,657−22.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,598 | $520.9 萬 | 3.3% | −658−29.2% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 99,338 | $494.1 萬 | 3.1% | +20,557+26.1% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 39,499 | $494.0 萬 | 3.1% | −5,121−11.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 90,285 | $467.4 萬 | 2.9% | +19,685+27.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 12,344 | $441.1 萬 | 2.8% | −4,381−26.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 31,754 | $435.5 萬 | 2.7% | −3,175−9.1% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 49,354 | $431.3 萬 | 2.7% | −26,968−35.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 88,487 | $428.8 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 42,198 | $427.0 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,549 | $364.1 萬 | 2.3% | −9,461−31.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 85,372 | $351.9 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 248,574 | $326.6 萬 | 2.0% | +12,814+5.4% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 16,000 | $295.3 萬 | 1.8% | −2,000−11.1% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 38,020 | $279.7 萬 | 1.8% | +18,520+95.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 11,392 | $253.8 萬 | 1.6% | +2,427+27.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,000 | $234.3 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 57,958 | $219.1 萬 | 1.4% | +57,958 | 新進 | – |
| CROXCrocs, Inc. | COM | 28,600 | $218.5 萬 | 1.4% | +24,200+550.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,000 | $211.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 214,852 | $180.4 萬 | 1.1% | −350−0.2% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 20,000 | $171.0 萬 | 1.1% | +2,500+14.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,640 | $166.2 萬 | 1.0% | −1,010−27.7% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 11,500 | $147.0 萬 | 0.9% | +8,500+283.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,500 | $143.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM | 12,058 | $133.6 萬 | 0.8% | −3,200−21.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,886 | $133.3 萬 | 0.8% | +3,585+275.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 22,200 | $123.7 萬 | 0.8% | +2,000+9.9% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 7,795 | $119.8 萬 | 0.7% | −2,300−22.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $110.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,000 | $107.3 萬 | 0.7% | +8,000+160.0% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 11,847 | $106.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,611 | $100.2 萬 | 0.6% | −4,905−33.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $99.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,125 | $87.5 萬 | 0.5% | −9,087−68.8% | 減碼 | 歷史 |
| CMCCommercial Metals Co | Stock | 20,000 | $83.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ENJYLegacy EJY, Inc. | COMMON STOCK | 214,910 | $81.6 萬 | 0.5% | +148,410+223.2% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,148 | $80.1 萬 | 0.5% | +676+143.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,734 | $78.2 萬 | 0.5% | +1,632+148.1% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,500 | $75.1 萬 | 0.5% | −15,928−71.0% | 減碼 | 歷史 |
| MOSMosaic Co | COM | 11,000 | $73.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 9,000 | $72.0 萬 | 0.5% | −2,900−24.4% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,275 | $66.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 12,500 | $66.7 萬 | 0.4% | −2,500−16.7% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 409 | $64.7 萬 | 0.4% | −513−55.6% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 10,000 | $63.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,500 | $62.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,805 | $60.1 萬 | 0.4% | −10,000−45.9% | 減碼 | 歷史 |
| MMM3M Co | Stock | 3,979 | $59.2 萬 | 0.4% | −21−0.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,500 | $56.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 5,000 | $55.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,000 | $55.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VLTAVolta Inc. | COM CL A | 166,464 | $50.7 萬 | 0.3% | +166,464 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $49.5 萬 | 0.3% | −4,160−29.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $49.4 萬 | 0.3% | −3,500−63.6% | 減碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $47.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 2,000 | $46.2 萬 | 0.3% | −1,435−41.8% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 750 | $41.7 萬 | 0.3% | −4,216−84.9% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 7,000 | $39.7 萬 | 0.2% | +7,000 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 5,000 | $39.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $39.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 140 | $39.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 4,950 | $38.5 萬 | 0.2% | +1,200+32.0% | 加碼 | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 8,000 | $36.5 萬 | 0.2% | +8,000 | 新進 | 歷史 |
| CELLBruker Cellular Analysis, Inc. | COM | 50,000 | $35.5 萬 | 0.2% | +50,000 | 新進 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 20,575 | $29.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 1,600 | $27.5 萬 | 0.2% | −1,584−49.7% | 減碼 | 歷史 |
| ZIMVZimVie Inc. | Stock | 10,000 | $22.8 萬 | 0.1% | +10,000 | 新進 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 16,450 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVTAvnet Inc | COM | 5,000 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RYNRayonier Inc | COM | 4,500 | $18.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 10,728 | $14.4 萬 | 0.1% | +10,728 | 新進 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $14.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 19,880 | $13.9 萬 | 0.1% | +7,037+54.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 675 | $10.0 萬 | 0.1% | +675 | 新進 | 歷史 |
2021 年第 4 季之後清倉（15 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 7,946 | $267.2 萬 | 1.4% | 歷史 |
| ZTSZoetis Inc. | Stock | 4,173 | $101.8 萬 | 0.5% | 歷史 |
| ZSZscaler, Inc. | Stock | 3,059 | $98.2 萬 | 0.5% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 2,000 | $88.1 萬 | 0.5% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 7,400 | $64.7 萬 | 0.3% | 歷史 |
| BPBP PLC | ADR | 20,000 | $53.2 萬 | 0.3% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,350 | $45.7 萬 | 0.2% | 歷史 |
| DDominion Energy, Inc | Stock | 5,000 | $39.2 萬 | 0.2% | 歷史 |
| ASMLASML Holding NV | ADR | 337 | $26.8 萬 | 0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 8,000 | $25.0 萬 | 0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 2,250 | $21.2 萬 | 0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 500 | $19.0 萬 | 0.1% | 歷史 |
| Softbank Group Corp.83404D109 | COM | 6,750 | $16.2 萬 | 0.1% | – |
| EAElectronic Arts Inc. | COM | 888 | $11.7 萬 | 0.1% | 歷史 |
| QSQuantumScape Corp | COM CL A | 5,000 | $11.0 萬 | 0.1% | 歷史 |