Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 62
- 較 2022 年第 1 季 −18
- 總值
- $1.10 億
- 較 2022 年第 1 季 −$5,006 萬 (−31.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 3,839 | $836.6 萬 | 7.6% | −280−6.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,045 | $720.2 萬 | 6.6% | −7,830−21.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 50,327 | $688.0 萬 | 6.3% | −13,285−20.9% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 24,514 | $626.5 萬 | 5.7% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 52,255 | $534.0 萬 | 4.9% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 19,245 | $527.8 萬 | 4.8% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 90,285 | $473.3 萬 | 4.3% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 42,198 | $391.0 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 11,740 | $370.3 萬 | 3.4% | −604−4.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,549 | $364.7 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 46,338 | $352.4 萬 | 3.2% | −3,016−6.1% | 減碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 37,682 | $347.3 萬 | 3.2% | −1,817−4.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,900 | $306.9 萬 | 2.8% | −3,060−9.6% | 減碼依 20 比 1 拆股換算 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 248,574 | $292.0 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 16,000 | $269.4 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 27,219 | $256.9 萬 | 2.3% | −4,535−14.3% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 81,782 | $239.2 萬 | 2.2% | −17,556−17.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,000 | $233.3 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 45,199 | $213.4 萬 | 1.9% | +34,199+310.9% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 47,487 | $186.0 萬 | 1.7% | −41,000−46.3% | 減碼 | 歷史 |
| CROXCrocs, Inc. | COM | 38,000 | $184.9 萬 | 1.7% | +9,400+32.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 20,000 | $164.4 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 219,852 | $159.6 萬 | 1.5% | +5,000+2.3% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 17,500 | $159.5 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,965 | $142.3 萬 | 1.3% | −3,427−30.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,476 | $120.2 萬 | 1.1% | −164−6.2% | 減碼 | 歷史 |
| BGBunge Global SA | COM | 12,058 | $109.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $107.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,000 | $102.7 萬 | 0.9% | −1,000−7.7% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 11,847 | $101.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 13,000 | $101.2 萬 | 0.9% | +4,000+44.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $89.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,734 | $88.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 7,500 | $78.7 萬 | 0.7% | −4,000−34.8% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 6,305 | $77.2 萬 | 0.7% | −1,490−19.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,500 | $68.2 萬 | 0.6% | −3,500−58.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 21,000 | $65.3 萬 | 0.6% | −64,372−75.4% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 7,075 | $64.5 萬 | 0.6% | +1,800+34.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,805 | $59.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 10,000 | $51.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $49.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 833 | $49.2 萬 | 0.4% | −315−27.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,000 | $47.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $45.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 5,000 | $44.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 7,950 | $43.9 萬 | 0.4% | +3,000+60.6% | 加碼 | 歷史 |
| CELLBruker Cellular Analysis, Inc. | COM | 88,500 | $43.9 萬 | 0.4% | +38,500+77.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $38.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $37.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 750 | $35.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 20,575 | $23.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 100 | $21.8 萬 | 0.2% | −40−28.6% | 減碼 | 歷史 |
| VLTAVolta Inc. | COM CL A | 166,464 | $21.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVTAvnet Inc | COM | 5,000 | $21.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 16,450 | $19.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 7,000 | $17.2 萬 | 0.2% | −50,958−87.9% | 減碼 | – |
| RYNRayonier Inc | COM | 4,500 | $16.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $16.6 萬 | 0.2% | −35,020−92.1% | 減碼 | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 24,678 | $14.5 萬 | 0.1% | +4,798+24.1% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 1,000 | $14.2 萬 | 0.1% | −600−37.5% | 減碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 8,000 | $13.2 萬 | 0.1% | +8,000 | 新進 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $13.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（19 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 4,886 | $133.3 萬 | 0.8% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 22,200 | $123.7 萬 | 0.8% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,611 | $100.2 萬 | 0.6% | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,125 | $87.5 萬 | 0.5% | 歷史 |
| CMCCommercial Metals Co | Stock | 20,000 | $83.2 萬 | 0.5% | 歷史 |
| ENJYLegacy EJY, Inc. | COMMON STOCK | 214,910 | $81.6 萬 | 0.5% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,500 | $75.1 萬 | 0.5% | 歷史 |
| CCitigroup Inc | Stock | 12,500 | $66.7 萬 | 0.4% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 409 | $64.7 萬 | 0.4% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,500 | $62.4 萬 | 0.4% | 歷史 |
| MMM3M Co | Stock | 3,979 | $59.2 萬 | 0.4% | 歷史 |
| NFLXNetflix Inc | Stock | 1,500 | $56.1 萬 | 0.4% | 歷史 |
| FDXFedEx Corp | Stock | 2,000 | $46.2 萬 | 0.3% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 7,000 | $39.7 萬 | 0.2% | 歷史 |
| INCYIncyte Corp | COM | 5,000 | $39.7 萬 | 0.2% | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 8,000 | $36.5 萬 | 0.2% | 歷史 |
| ZIMVZimVie Inc. | Stock | 10,000 | $22.8 萬 | 0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 10,728 | $14.4 萬 | 0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 675 | $10.0 萬 | 0.1% | 歷史 |