Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 57
- 較 2022 年第 3 季 −7
- 總值
- $1.03 億
- 較 2022 年第 3 季 +$369.5 萬 (+3.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 53,327 | $692.8 萬 | 6.7% | +3,000+6.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,620 | $686.3 萬 | 6.6% | +1,000+3.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 52,255 | $611.4 萬 | 5.9% | +4,285+8.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 19,245 | $607.8 萬 | 5.9% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 68,700 | $606.1 萬 | 5.9% | −6,080−8.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 24,115 | $510.9 萬 | 4.9% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 12,344 | $429.2 萬 | 4.2% | +1,270+11.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 48,862 | $415.4 萬 | 4.0% | +1,229+2.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 42,198 | $393.2 萬 | 3.8% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,549 | $362.9 萬 | 3.5% | +573+2.9% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 42,982 | $353.3 萬 | 3.4% | +5,300+14.1% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 74,781 | $284.1 萬 | 2.7% | +2,999+4.2% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 25,843 | $280.2 萬 | 2.7% | −5,200−16.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,000 | $252.9 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 48,600 | $249.0 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 208,574 | $237.1 萬 | 2.3% | −50,000−19.3% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 20,000 | $232.7 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 16,000 | $217.0 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,500 | $194.1 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 40,302 | $176.8 萬 | 1.7% | +5,103+14.5% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 42,487 | $175.4 萬 | 1.7% | −5,000−10.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,900 | $158.7 萬 | 1.5% | −10,000−34.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,000 | $154.4 萬 | 1.5% | −2,000−12.5% | 減碼 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 219,852 | $149.4 萬 | 1.4% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 16,704 | $145.1 萬 | 1.4% | −10,515−38.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,476 | $138.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 17,000 | $130.1 萬 | 1.3% | +4,000+30.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $121.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM | 12,058 | $120.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 10,550 | $109.8 萬 | 1.1% | +1,100+11.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $103.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,734 | $100.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 13,847 | $86.1 萬 | 0.8% | +2,000+16.9% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,148 | $82.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,500 | $77.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 20,000 | $66.2 萬 | 0.6% | −1,000−4.8% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 36,927 | $54.3 萬 | 0.5% | +36,927 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $52.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 7,050 | $52.3 萬 | 0.5% | −25−0.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,000 | $47.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,952 | $46.7 萬 | 0.5% | +952+95.2% | 加碼 | 歷史 |
| DEAEasterly Government Properties, Inc. | COM | 32,000 | $45.6 萬 | 0.4% | +32,000 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $39.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 2,000 | $35.9 萬 | 0.3% | +1,000+100.0% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $30.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $26.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 20,575 | $23.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVTAvnet Inc | COM | 5,000 | $20.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $20.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 9,704 | $20.4 萬 | 0.2% | +1,789+22.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 500 | $19.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLOBGlobant S.A. | COM | 1,100 | $18.4 萬 | 0.2% | +1,100 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,000 | $17.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 16,450 | $17.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $12.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 2,450 | $12.2 萬 | 0.1% | −5,500−69.2% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 800 | $11.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（10 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZBHZimmer Biomet Holdings, Inc. | Stock | 7,500 | $78.4 萬 | 0.8% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 6,305 | $68.7 萬 | 0.7% | 歷史 |
| DVNDevon Energy Corp | Stock | 10,000 | $60.1 萬 | 0.6% | 歷史 |
| VZVerizon Communications Inc | Stock | 11,805 | $44.8 萬 | 0.4% | 歷史 |
| DOWDow Inc. | Stock | 10,000 | $43.9 萬 | 0.4% | 歷史 |
| CELLBruker Cellular Analysis, Inc. | COM | 88,500 | $25.3 萬 | 0.3% | 歷史 |
| VLTAVolta Inc. | COM CL A | 166,464 | $20.1 萬 | 0.2% | 歷史 |
| PLUGPlug Power Inc | Stock | 8,000 | $16.8 萬 | 0.2% | 歷史 |
| RYNRayonier Inc | COM | 4,500 | $13.4 萬 | 0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 7,000 | $13.3 萬 | 0.1% | – |