Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 95
- 較 2024 年第 1 季 +1
- 總值
- $1.89 億
- 較 2024 年第 1 季 −$26.9 萬 (−0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 98,617 | $1,692 萬 | 9.0% | −8,251−7.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 34,603 | $1,448 萬 | 7.7% | −798−2.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 58,788 | $1,306 萬 | 6.9% | −3,436−5.5% | 減碼 | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 1,100 | $725.1 萬 | 3.8% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 60,627 | $709.5 萬 | 3.8% | +4,467+8.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 62,541 | $582.9 萬 | 3.1% | −4,702−7.0% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 14,623 | $538.4 萬 | 2.9% | −562−3.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,549 | $533.8 萬 | 2.8% | −1,471−4.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,566 | $526.9 萬 | 2.8% | −1,491−13.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 22,078 | $486.6 萬 | 2.6% | −1,272−5.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 10,462 | $485.1 萬 | 2.6% | −1,106−9.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 45,928 | $474.0 萬 | 2.5% | −1,680−3.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $407.1 萬 | 2.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 24,621 | $395.6 萬 | 2.1% | +21,956+823.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,332 | $365.4 萬 | 1.9% | −562−6.3% | 減碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 40,432 | $358.6 萬 | 1.9% | −2,650−6.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,596 | $356.7 萬 | 1.9% | +915+4.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 41,305 | $309.2 萬 | 1.6% | −8,529−17.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 13,750 | $307.8 萬 | 1.6% | +13,750 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 6,126 | $290.9 萬 | 1.5% | +61+1.0% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 16,000 | $283.2 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 44,982 | $258.6 萬 | 1.4% | −59,531−57.0% | 減碼 | – |
| BACBank of America Corp | Stock | 63,647 | $256.6 萬 | 1.4% | +1,701+2.7% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 55,081 | $250.1 萬 | 1.3% | −12,893−19.0% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 205,787 | $237.3 萬 | 1.3% | −2,000−1.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,735 | $227.7 萬 | 1.2% | −65−0.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 34,588 | $224.4 萬 | 1.2% | −334−1.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 71,140 | $217.3 萬 | 1.2% | +3,390+5.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,500 | $215.8 萬 | 1.1% | −1,500−10.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,500 | $198.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $196.9 萬 | 1.0% | 00.0% | 不變 | – |
| CCICrown Castle Inc. | REIT | 16,000 | $176.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 12,822 | $169.3 萬 | 0.9% | +622+5.1% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 11,640 | $166.7 萬 | 0.9% | +140+1.2% | 加碼 | – |
| KBHKB Home | COM | 18,666 | $160.7 萬 | 0.9% | +866+4.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $152.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 182,794 | $140.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $135.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LENLennar Corp | CL A | 7,592 | $134.3 萬 | 0.7% | +1,692+28.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $133.8 萬 | 0.7% | 00.0% | 不變 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 13,000 | $129.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM SHS | 12,058 | $126.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,500 | $120.6 萬 | 0.6% | −539−26.4% | 減碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $109.0 萬 | 0.6% | 00.0% | 不變 | – |
| PSXPhillips 66 | Stock | 7,459 | $108.5 萬 | 0.6% | −1,191−13.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 12,000 | $96.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 17,600 | $95.6 萬 | 0.5% | −2,500−12.4% | 減碼依 50 比 1 拆股換算 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $93.4 萬 | 0.5% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 15,000 | $89.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,548 | $85.2 萬 | 0.5% | 00.0% | 不變 | – |
| CROXCrocs, Inc. | COM | 6,300 | $84.7 萬 | 0.4% | −3,800−37.6% | 減碼 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 16,299 | $81.9 萬 | 0.4% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 845 | $79.2 萬 | 0.4% | −175−17.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,648 | $62.3 萬 | 0.3% | −4,267−39.1% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $61.0 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 3,500 | $60.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $59.3 萬 | 0.3% | −2,000−28.6% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 533 | $57.5 萬 | 0.3% | −38−6.7% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,250 | $55.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $53.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,500 | $51.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $50.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 7,340 | $50.4 萬 | 0.3% | +2,765+60.4% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $47.8 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 578 | $47.5 萬 | 0.3% | +103+21.7% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $43.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 6,000 | $42.6 萬 | 0.2% | +6,000 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 7,500 | $36.3 萬 | 0.2% | +2,500+50.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $34.6 萬 | 0.2% | 00.0% | 不變 | – |
| RSGRepublic Services, Inc. | COM | 1,775 | $34.5 萬 | 0.2% | −75−4.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,000 | $33.2 萬 | 0.2% | +1,000 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $30.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,705 | $30.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 14,543 | $29.0 萬 | 0.2% | +456+3.2% | 加碼 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 21,421 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,000 | $26.9 萬 | 0.1% | 00.0% | 不變 | – |
| AFBAlliancebernstein National Municipal Income Fund | COM | 23,675 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,874 | $26.0 萬 | 0.1% | −1,281−30.8% | 減碼 | – |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 2,000 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 400 | $22.1 萬 | 0.1% | +400 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,000 | $16.5 萬 | 0.1% | +2,000 | 新進 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 2,987 | $15.1 萬 | 0.1% | 00.0% | 不變 | – |
| ELEstee Lauder Companies Inc | CL A | 1,500 | $14.9 萬 | 0.1% | −1,000−40.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,000 | $13.9 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 150 | $13.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPNGCoupang, Inc. | CL A | 6,597 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,000 | $12.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $12.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 574 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 2,000 | $12.1 萬 | 0.1% | −500−20.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 479 | $11.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 700 | $11.2 萬 | 0.1% | −2,700−79.4% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $11.0 萬 | 0.1% | +600 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 190 | $10.7 萬 | 0.1% | −200−51.3% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（6 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SCHWSchwab Charles Corp | Stock | 10,000 | $76.4 萬 | 0.4% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,795 | $50.1 萬 | 0.3% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 900 | $28.2 萬 | 0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 1,000 | $22.0 萬 | 0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 500 | $15.2 萬 | 0.1% | 歷史 |
| MOSMosaic Co | COM | 5,000 | $14.8 萬 | 0.1% | 歷史 |