Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 94
- 較 2023 年第 4 季 +8
- 總值
- $1.89 億
- 較 2023 年第 4 季 +$1,890 萬 (+11.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 106,868 | $1,810 萬 | 9.6% | +6,727+6.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,401 | $1,453 萬 | 7.7% | −509−1.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 62,224 | $1,137 萬 | 6.0% | −2,490−3.8% | 減碼 | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 1,100 | $673.3 萬 | 3.6% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 67,243 | $626.0 萬 | 3.3% | −4,353−6.1% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 104,513 | $593.2 萬 | 3.1% | −1,864−1.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,057 | $571.9 萬 | 3.0% | +501+4.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,020 | $564.4 萬 | 3.0% | +3,480+13.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,568 | $526.1 萬 | 2.8% | −150−1.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,185 | $514.5 萬 | 2.7% | −1,080−6.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,616 | $507.8 萬 | 2.7% | +2,178+63.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 49,834 | $466.4 萬 | 2.5% | −700−1.4% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 47,608 | $455.3 萬 | 2.4% | +1,200+2.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 23,350 | $423.4 萬 | 2.2% | −2,473−9.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $405.0 萬 | 2.1% | 00.0% | 不變 | – |
| CCKCrown Holdings, Inc. | COM | 43,082 | $362.0 萬 | 1.9% | −1,100−2.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,894 | $361.4 萬 | 1.9% | +2,650+42.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,665 | $353.2 萬 | 1.9% | +39+1.5% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 67,974 | $339.6 萬 | 1.8% | +6,093+9.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 21,681 | $322.9 萬 | 1.7% | −746−3.3% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 16,000 | $289.5 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,065 | $286.6 萬 | 1.5% | +1,785+41.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,000 | $248.4 萬 | 1.3% | −5,770−29.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 61,946 | $233.6 萬 | 1.2% | +22,946+58.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,500 | $226.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 207,787 | $226.5 萬 | 1.2% | +50,000+31.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 34,922 | $219.1 萬 | 1.2% | +17,922+105.4% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,800 | $198.2 萬 | 1.0% | +3,600+35.3% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $192.0 萬 | 1.0% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 67,750 | $191.5 萬 | 1.0% | +10,150+17.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,039 | $158.0 萬 | 0.8% | −230−10.1% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 16,000 | $155.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 11,500 | $154.2 萬 | 0.8% | +800+7.5% | 加碼 | – |
| PHMPultegroup Inc | COM | 12,200 | $141.3 萬 | 0.7% | +1,000+8.9% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 10,100 | $136.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $134.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 182,794 | $132.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 402 | $128.0 萬 | 0.7% | −10−2.4% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 8,650 | $127.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM SHS | 12,058 | $127.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 13,000 | $126.4 萬 | 0.7% | −3,000−18.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $125.2 萬 | 0.7% | 00.0% | 不變 | – |
| KBHKB Home | COM | 17,800 | $123.5 萬 | 0.7% | +1,800+11.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $116.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 10,915 | $115.1 萬 | 0.6% | +1,720+18.7% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $109.3 萬 | 0.6% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 12,000 | $97.9 萬 | 0.5% | +1,000+9.1% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 5,900 | $93.5 萬 | 0.5% | +400+7.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,020 | $93.0 萬 | 0.5% | +95+10.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 15,000 | $91.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $89.7 萬 | 0.5% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 7,000 | $81.3 萬 | 0.4% | +2,000+40.0% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,548 | $80.5 萬 | 0.4% | 00.0% | 不變 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 16,299 | $80.4 萬 | 0.4% | +16,299 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 10,000 | $76.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,500 | $59.9 萬 | 0.3% | +700+25.0% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $59.8 萬 | 0.3% | 00.0% | 不變 | – |
| STZConstellation Brands, Inc. | Stock | 2,250 | $58.1 萬 | 0.3% | +2,250 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 3,400 | $55.3 萬 | 0.3% | +3,400 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 571 | $54.6 萬 | 0.3% | +434+316.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $53.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $52.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,500 | $51.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,795 | $50.1 萬 | 0.3% | +1,795 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $40.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 475 | $36.3 萬 | 0.2% | +475 | 新進 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,850 | $34.7 萬 | 0.2% | +1,150+164.3% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,155 | $33.8 萬 | 0.2% | −60−1.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $32.6 萬 | 0.2% | 00.0% | 不變 | – |
| ELEstee Lauder Companies Inc | CL A | 2,500 | $32.4 萬 | 0.2% | +2,500 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $30.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 900 | $28.2 萬 | 0.1% | +900 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,705 | $28.1 萬 | 0.1% | −770−31.1% | 減碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 14,087 | $27.7 萬 | 0.1% | +911+6.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,575 | $27.6 萬 | 0.1% | +2,550+125.9% | 加碼依 3 比 1 拆股換算 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,000 | $26.6 萬 | 0.1% | 00.0% | 不變 | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 21,421 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 23,675 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 2,000 | $24.4 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,000 | $24.0 萬 | 0.1% | +5,000 | 新進 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 1,000 | $22.0 萬 | 0.1% | −1,050−51.2% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 390 | $21.6 萬 | 0.1% | +390 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 500 | $15.2 萬 | 0.1% | +500 | 新進 | 歷史 |
| MOSMosaic Co | COM | 5,000 | $14.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPNGCoupang, Inc. | CL A | 6,597 | $14.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 2,987 | $14.1 萬 | 0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 2,500 | $13.7 萬 | 0.1% | −29,248−92.1% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 150 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,000 | $13.3 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $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 |
| JPMJPMorgan Chase & Co | Stock | 574 | $11.2 萬 | 0.1% | −6,613−92.0% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（4 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。