Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/13 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 86
- 較 2023 年第 2 季 +18
- 總值
- $1.54 億
- 較 2023 年第 2 季 +$3,781 萬 (+32.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 98,593 | $1,307 萬 | 8.5% | −247−0.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,023 | $1,295 萬 | 8.4% | +1,769+5.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 63,661 | $1,187 萬 | 7.7% | +2,512+4.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 71,596 | $597.2 萬 | 3.9% | +71,596 | 新進 | – |
| Berkshire Hat A 100th084990175 | COM | 1,100 | $585.1 萬 | 3.8% | +1,100 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 104,432 | $561.8 萬 | 3.6% | +104,432 | 新進 | – |
| NKENIKE, Inc. | Stock | 50,534 | $536.2 萬 | 3.5% | +5,929+13.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,975 | $465.8 萬 | 3.0% | +1,103+7.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,718 | $462.1 萬 | 3.0% | +800+7.3% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 24,993 | $459.3 萬 | 3.0% | +4,192+20.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,160 | $447.7 萬 | 2.9% | +10,160 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $403.8 萬 | 2.6% | +80,000 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 26,540 | $381.0 萬 | 2.5% | +460+1.8% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 41,782 | $336.0 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,427 | $330.2 萬 | 2.1% | +2,900+14.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,137 | $319.4 萬 | 2.1% | +3,100+19.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 41,077 | $309.4 萬 | 2.0% | −2,524−5.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,526 | $241.9 萬 | 1.6% | +529+26.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 16,000 | $232.2 萬 | 1.5% | −4,000−20.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,244 | $218.9 萬 | 1.4% | +1,300+26.3% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 59,381 | $200.0 萬 | 1.3% | +9,600+19.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 27,401 | $185.4 萬 | 1.2% | −9,324−25.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,500 | $177.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $170.1 萬 | 1.1% | +19,475 | 新進 | – |
| NVDANVIDIA Corp | Stock | 3,438 | $166.2 萬 | 1.1% | +2,638+329.8% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 157,787 | $160.0 萬 | 1.0% | +770.0% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 16,000 | $153.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,440 | $145.8 萬 | 0.9% | +171+7.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 48,600 | $143.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,280 | $140.7 萬 | 0.9% | +4,280 | 新進 | 歷史 |
| BGBunge Global SA | COM SHS | 12,058 | $126.0 萬 | 0.8% | +12,058 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 10,700 | $121.9 萬 | 0.8% | +10,700 | 新進 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 16,000 | $114.8 萬 | 0.7% | +3,000+23.1% | 加碼 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 182,794 | $113.1 萬 | 0.7% | +182,794 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $111.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 39,000 | $108.0 萬 | 0.7% | +15,000+62.5% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $105.6 萬 | 0.7% | +62,034 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $105.3 萬 | 0.7% | +3,735 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 7,187 | $105.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,200 | $99.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 8,650 | $98.1 萬 | 0.6% | +1,000+13.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $97.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 11,200 | $92.3 萬 | 0.6% | −2,000−15.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,654 | $89.5 萬 | 0.6% | +600+56.9% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 412 | $87.4 萬 | 0.6% | +100+32.1% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 10,100 | $80.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 11,000 | $77.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $75.3 萬 | 0.5% | +11,000 | 新進 | – |
| KBHKB Home | COM | 14,100 | $72.1 萬 | 0.5% | −4,500−24.2% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 17,000 | $71.5 萬 | 0.5% | +17,000 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 8,070 | $71.2 萬 | 0.5% | −1,125−12.2% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,548 | $69.8 萬 | 0.5% | +6,548 | 新進 | – |
| WFCWells Fargo & Company | Stock | 15,000 | $61.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 2,450 | $55.1 萬 | 0.4% | −450−15.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 10,000 | $54.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $53.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $52.9 萬 | 0.3% | +9,865 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $51.9 萬 | 0.3% | −9,000−64.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $42.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,475 | $41.9 萬 | 0.3% | +1,000+67.8% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $39.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $38.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,800 | $37.5 萬 | 0.2% | +800+40.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,500 | $36.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $35.8 萬 | 0.2% | +1,683 | 新進 | – |
| LNGCheniere Energy, Inc. | COM NEW | 2,000 | $34.3 萬 | 0.2% | +1,200+150.0% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,215 | $31.9 萬 | 0.2% | +4,215 | 新進 | – |
| ASMLASML Holding NV | ADR | 475 | $31.4 萬 | 0.2% | −150−24.0% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 2,400 | $29.3 萬 | 0.2% | −2,800−53.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $29.0 萬 | 0.2% | +1,821 | 新進 | – |
| DEDeere & Co | Stock | 700 | $26.2 萬 | 0.2% | −1,200−63.2% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,000 | $24.3 萬 | 0.2% | +5,000 | 新進 | – |
| AFBAlliancebernstein National Municipal Income Fund | COM | 23,675 | $23.3 萬 | 0.2% | +75+0.3% | 加碼 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 21,009 | $23.1 萬 | 0.1% | +434+2.1% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 13,176 | $22.4 萬 | 0.1% | +926+7.6% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 5,000 | $16.8 萬 | 0.1% | −6,000−54.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 600 | $12.9 萬 | 0.1% | +600 | 新進 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 2,987 | $12.1 萬 | 0.1% | +2,987 | 新進 | – |
| WMTWalmart Inc. | Stock | 675 | $11.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $11.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 700 | $11.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 137 | $10.9 萬 | 0.1% | +137 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 150 | $10.3 萬 | 0.1% | +150 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 479 | $10.1 萬 | 0.1% | +479 | 新進 | 歷史 |
| CPNGCoupang, Inc. | CL A | 6,597 | $10.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（7 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ATVIActivision Blizzard, Inc. | COM | 17,000 | $143.3 萬 | 1.2% | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 184,852 | $117.9 萬 | 1.0% | – |
| BGBunge Global SA | COM | 12,058 | $113.8 萬 | 1.0% | 歷史 |
| DEAEasterly Government Properties, Inc. | COM | 35,000 | $50.8 萬 | 0.4% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 15,000 | $25.1 萬 | 0.2% | 歷史 |
| MRNAModerna, Inc. | Stock | 2,000 | $24.3 萬 | 0.2% | 歷史 |
| BXBlackstone Inc. | COM | 1,250 | $11.6 萬 | 0.1% | 歷史 |