Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/13 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 66
- 較 2022 年第 4 季 +9
- 總值
- $1.09 億
- 較 2022 年第 4 季 +$526.8 萬 (+5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 95,400 | $989.6 萬 | 9.1% | +26,700+38.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 56,375 | $929.6 萬 | 8.6% | +3,048+5.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 31,310 | $902.7 萬 | 8.3% | +2,690+9.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 45,664 | $560.0 萬 | 5.2% | −6,591−12.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,502 | $428.0 萬 | 3.9% | −4,743−24.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 20,788 | $424.8 萬 | 3.9% | −3,327−13.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 10,918 | $396.8 萬 | 3.7% | −1,426−11.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 43,500 | $381.9 萬 | 3.5% | −5,362−11.0% | 減碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 41,782 | $345.6 萬 | 3.2% | −1,200−2.8% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 39,448 | $293.1 萬 | 2.7% | −2,750−6.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,857 | $292.3 萬 | 2.7% | −1,692−8.2% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 69,781 | $285.5 萬 | 2.6% | −5,000−6.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 15,200 | $277.1 萬 | 2.6% | +1,200+8.6% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 20,000 | $269.7 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| CROXCrocs, Inc. | COM | 18,800 | $237.7 萬 | 2.2% | −7,043−27.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 22,700 | $234.5 萬 | 2.2% | +3,800+20.1% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 208,574 | $231.9 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 16,000 | $214.1 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 51,200 | $208.9 萬 | 1.9% | +2,600+5.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,500 | $186.2 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 38,402 | $176.2 萬 | 1.6% | −1,900−4.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,000 | $153.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 17,000 | $145.5 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 219,852 | $142.0 萬 | 1.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,299 | $132.7 萬 | 1.2% | +1,799+72.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $118.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 19,847 | $117.7 萬 | 1.1% | +6,000+43.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,826 | $117.1 萬 | 1.1% | −650−26.3% | 減碼 | 歷史 |
| BGBunge Global SA | COM | 12,058 | $115.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 10,924 | $109.4 萬 | 1.0% | −5,780−34.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 36,600 | $104.7 萬 | 1.0% | +16,600+83.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $98.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,200 | $94.9 萬 | 0.9% | +10,200 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 8,650 | $87.7 萬 | 0.8% | −1,900−18.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 9,575 | $84.1 萬 | 0.8% | +2,525+35.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,900 | $78.4 萬 | 0.7% | +1,900 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 15,000 | $56.1 萬 | 0.5% | −27,487−64.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $55.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 10,000 | $52.4 萬 | 0.5% | +10,000 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,489 | $51.1 萬 | 0.5% | −1,245−45.5% | 減碼 | 歷史 |
| DEAEasterly Government Properties, Inc. | COM | 35,000 | $48.1 萬 | 0.4% | +3,000+9.4% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 5,000 | $46.0 萬 | 0.4% | +5,000 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 625 | $42.5 萬 | 0.4% | +625 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $40.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 5,000 | $40.3 萬 | 0.4% | +5,000 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 1,500 | $34.3 萬 | 0.3% | −452−23.2% | 減碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $33.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 5,700 | $33.2 萬 | 0.3% | +5,700 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 700 | $33.1 萬 | 0.3% | +700 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $32.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 2,000 | $30.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 5,000 | $29.1 萬 | 0.3% | +5,000 | 新進 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 15,000 | $27.5 萬 | 0.3% | +15,000 | 新進 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 20,575 | $24.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $21.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KBHKB Home | COM | 5,200 | $20.9 萬 | 0.2% | +5,200 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,000 | $20.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 10,067 | $19.2 萬 | 0.2% | +363+3.7% | 加碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,100 | $18.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 16,450 | $18.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 800 | $12.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $12.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 137 | $11.3 萬 | 0.1% | −1,011−88.1% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 6,597 | $10.6 萬 | 0.1% | −30,330−82.1% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 1,000 | $10.5 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 60 | $10.2 萬 | 0.1% | +60 | 新進 | 歷史 |
2022 年第 4 季之後清倉（4 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。