Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/7 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 86
- 較 2023 年第 3 季 0
- 總值
- $1.70 億
- 較 2023 年第 3 季 +$1,575 萬 (+10.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 100,141 | $1,399 萬 | 8.2% | +1,548+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,910 | $1,350 萬 | 7.9% | +887+2.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 64,714 | $1,246 萬 | 7.3% | +1,053+1.7% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 71,596 | $600.3 萬 | 3.5% | 00.0% | 不變 | – |
| Berkshire Hat A 100th084990175 | COM | 1,100 | $596.9 萬 | 3.5% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 106,377 | $584.9 萬 | 3.4% | +1,945+1.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 16,265 | $563.7 萬 | 3.3% | +290+1.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 25,823 | $557.5 萬 | 3.3% | +830+3.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 50,534 | $548.6 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,556 | $501.7 萬 | 3.0% | +396+3.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,718 | $499.8 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 46,408 | $432.8 萬 | 2.5% | +5,331+13.0% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 44,182 | $406.9 萬 | 2.4% | +2,400+5.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $405.9 萬 | 2.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 26,540 | $403.2 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,427 | $351.5 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,770 | $335.8 萬 | 2.0% | +633+3.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,626 | $293.1 萬 | 1.7% | +100+4.0% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 61,881 | $263.4 萬 | 1.5% | +2,500+4.2% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 31,748 | $250.7 萬 | 1.5% | +4,347+15.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 16,000 | $237.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,244 | $222.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,500 | $190.8 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $185.4 萬 | 1.1% | 00.0% | 不變 | – |
| CCICrown Castle Inc. | REIT | 16,000 | $184.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 157,787 | $173.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,438 | $170.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 57,600 | $165.8 萬 | 1.0% | +9,000+18.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,280 | $151.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 10,700 | $135.5 萬 | 0.8% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 2,269 | $132.3 萬 | 0.8% | −171−7.0% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 39,000 | $131.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 16,000 | $129.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 182,794 | $123.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,187 | $122.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM SHS | 12,058 | $121.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $115.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 11,200 | $115.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 8,650 | $115.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $113.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $113.2 萬 | 0.7% | 00.0% | 不變 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $107.6 萬 | 0.6% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,200 | $106.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KBHKB Home | COM | 16,000 | $99.9 萬 | 0.6% | +1,900+13.5% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 10,100 | $94.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 412 | $94.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 11,000 | $90.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 17,000 | $87.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,654 | $87.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $85.5 萬 | 0.5% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 9,195 | $83.0 萬 | 0.5% | +1,125+13.9% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 5,500 | $82.0 萬 | 0.5% | +3,100+129.2% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,548 | $76.8 萬 | 0.5% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 15,000 | $73.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 925 | $70.0 萬 | 0.4% | +450+94.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 10,000 | $68.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $59.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $57.2 萬 | 0.3% | 00.0% | 不變 | – |
| BIIBBiogen Inc. | COM | 2,050 | $53.0 萬 | 0.3% | −400−16.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $50.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $50.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,475 | $48.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,920 | $47.7 萬 | 0.3% | +1,320+220.0% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $47.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $44.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,500 | $44.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $42.4 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,800 | $39.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,215 | $37.2 萬 | 0.2% | 00.0% | 不變 | – |
| LNGCheniere Energy, Inc. | COM NEW | 2,000 | $34.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $31.0 萬 | 0.2% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 700 | $28.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 21,421 | $27.0 萬 | 0.2% | +412+2.0% | 加碼 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 23,675 | $25.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 13,176 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,000 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 5,000 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 2,987 | $13.0 萬 | 0.1% | 00.0% | 不變 | – |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 137 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 479 | $11.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 150 | $11.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 700 | $11.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPNGCoupang, Inc. | CL A | 6,597 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 675 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |