Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 64
- 較 2022 年第 2 季 +2
- 總值
- $9,967 萬
- 較 2022 年第 2 季 −$1,007 萬 (−9.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 74,780 | $715.2 萬 | 7.2% | −2,000−2.6% | 減碼依 20 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 50,327 | $695.5 萬 | 7.0% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,620 | $643.2 萬 | 6.5% | −425−1.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 19,245 | $531.0 萬 | 5.3% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 24,115 | $517.7 萬 | 5.2% | −399−1.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 42,198 | $402.4 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 47,970 | $398.7 萬 | 4.0% | −4,285−8.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 47,633 | $376.3 萬 | 3.8% | +1,295+2.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,900 | $326.5 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,976 | $326.3 萬 | 3.3% | −573−2.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 11,074 | $314.8 萬 | 3.2% | −666−5.7% | 減碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 37,682 | $305.3 萬 | 3.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 258,574 | $274.0 萬 | 2.7% | +10,000+4.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 27,219 | $256.7 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 16,000 | $231.2 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,000 | $228.5 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| CROXCrocs, Inc. | COM | 31,043 | $213.1 萬 | 2.1% | −6,957−18.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 48,600 | $212.6 萬 | 2.1% | −41,685−46.2% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 20,000 | $198.6 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 71,782 | $196.1 萬 | 2.0% | −10,000−12.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 47,487 | $190.9 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 35,199 | $170.1 萬 | 1.7% | −10,000−22.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,500 | $150.7 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 219,852 | $144.4 萬 | 1.4% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 16,000 | $139.6 萬 | 1.4% | +4,000+33.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,476 | $109.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM | 12,058 | $99.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 13,000 | $96.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $96.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,734 | $88.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $87.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,148 | $79.0 萬 | 0.8% | +315+37.8% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 7,500 | $78.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 11,847 | $78.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 9,450 | $76.2 萬 | 0.8% | +9,450 | 新進 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 6,305 | $68.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,500 | $66.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 21,000 | $63.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 10,000 | $60.1 萬 | 0.6% | +10,000 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 7,075 | $59.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $49.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $46.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,805 | $44.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,000 | $44.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 10,000 | $43.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $40.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 7,950 | $39.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $25.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CELLBruker Cellular Analysis, Inc. | COM | 88,500 | $25.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 20,575 | $21.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VLTAVolta Inc. | COM CL A | 166,464 | $20.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,000 | $19.2 萬 | 0.2% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| NOWServiceNow, Inc. | Stock | 500 | $18.8 萬 | 0.2% | −250−33.3% | 減碼 | 歷史 |
| AVTAvnet Inc | COM | 5,000 | $18.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 16,450 | $17.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLUGPlug Power Inc | Stock | 8,000 | $16.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,000 | $16.4 萬 | 0.2% | −6,965−87.4% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $15.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 7,915 | $13.5 萬 | 0.1% | +1,746+28.3% | 加碼依 1 比 4 拆股換算 | 歷史 |
| RYNRayonier Inc | COM | 4,500 | $13.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 7,000 | $13.3 萬 | 0.1% | 00.0% | 不變 | – |
| LNGCheniere Energy, Inc. | COM NEW | 800 | $13.2 萬 | 0.1% | +800 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 1,000 | $11.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $11.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（1 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。