Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/4 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 93
- 較 2024 年第 2 季 −2
- 總值
- $1.95 億
- 較 2024 年第 2 季 +$679.1 萬 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 98,487 | $1,633 萬 | 8.4% | −130−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,218 | $1,515 萬 | 7.8% | +615+1.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 59,192 | $1,379 萬 | 7.1% | +404+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 63,987 | $777.1 萬 | 4.0% | +3,360+5.5% | 加碼 | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 1,100 | $760.3 萬 | 3.9% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,623 | $724.3 萬 | 3.7% | +3,057+32.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,623 | $592.5 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,666 | $552.8 萬 | 2.8% | +1,117+3.9% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 61,224 | $537.5 萬 | 2.8% | −1,317−2.1% | 減碼 | – |
| MAMastercard Inc | Stock | 10,462 | $516.6 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 22,078 | $513.4 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 45,928 | $478.8 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $407.5 萬 | 2.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 23,311 | $402.1 萬 | 2.1% | −222,899−90.5% | 減碼依 10 比 1 拆股換算 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,558 | $393.9 萬 | 2.0% | +226+2.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,726 | $385.0 萬 | 2.0% | +600+9.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 23,597 | $382.4 萬 | 2.0% | +1,001+4.4% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 39,432 | $378.1 萬 | 1.9% | −1,000−2.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 41,030 | $362.7 萬 | 1.9% | −275−0.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 52,682 | $313.5 萬 | 1.6% | +7,700+17.1% | 加碼 | – |
| FCXFreeport-McMoran Inc | Stock | 59,274 | $295.9 萬 | 1.5% | +4,193+7.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,085 | $262.0 萬 | 1.3% | +1,350+9.8% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 16,000 | $260.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 39,838 | $249.4 萬 | 1.3% | +5,250+15.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,500 | $212.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $207.9 萬 | 1.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 17,300 | $196.5 萬 | 1.0% | −200−1.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 67,750 | $196.1 萬 | 1.0% | −3,390−4.8% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 13,602 | $195.2 萬 | 1.0% | +780+6.1% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 12,840 | $192.1 萬 | 1.0% | +1,200+10.3% | 加碼 | – |
| CCICrown Castle Inc. | REIT | 16,000 | $189.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,559 | $187.8 萬 | 1.0% | +3,559 | 新進 | – |
| BACBank of America Corp | Stock | 43,747 | $173.6 萬 | 0.9% | −19,900−31.3% | 減碼 | 歷史 |
| KBHKB Home | COM | 18,891 | $161.9 萬 | 0.8% | +225+1.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $148.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $146.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LENLennar Corp | CL A | 7,667 | $143.7 萬 | 0.7% | +75+1.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $140.2 萬 | 0.7% | 00.0% | 不變 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 13,000 | $136.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 23,579 | $135.9 萬 | 0.7% | +5,979+34.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,500 | $132.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM SHS | 12,058 | $116.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $111.9 萬 | 0.6% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 12,000 | $108.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 8,154 | $107.2 萬 | 0.5% | +695+9.3% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,500 | $99.4 萬 | 0.5% | −9,250−67.3% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $97.0 萬 | 0.5% | 00.0% | 不變 | – |
| CROXCrocs, Inc. | COM | 6,300 | $91.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 3,408 | $87.8 萬 | 0.4% | +1,158+51.5% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $87.7 萬 | 0.4% | −52−0.8% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 15,000 | $84.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 16,299 | $83.5 萬 | 0.4% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 10,082 | $81.4 萬 | 0.4% | +2,742+37.4% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,167 | $75.8 萬 | 0.4% | +4,167 | 新進 | – |
| RSGRepublic Services, Inc. | COM | 3,775 | $75.8 萬 | 0.4% | +2,000+112.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,648 | $63.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $63.9 萬 | 0.3% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 17,000 | $61.4 萬 | 0.3% | +17,000 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $60.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 725 | $60.4 萬 | 0.3% | −120−14.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $58.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,500 | $58.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 533 | $56.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 578 | $51.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,258 | $49.2 萬 | 0.3% | −242−16.1% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,468 | $48.2 萬 | 0.2% | +763+44.8% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $47.8 萬 | 0.2% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 2,250 | $46.7 萬 | 0.2% | −250−10.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,000 | $42.3 萬 | 0.2% | +3,000+150.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $36.1 萬 | 0.2% | 00.0% | 不變 | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,000 | $32.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 14,543 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,874 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,000 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,500 | $26.3 萬 | 0.1% | +1,500+75.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 500 | $25.9 萬 | 0.1% | +100+25.0% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 2,000 | $25.4 萬 | 0.1% | +2,000 | 新進 | – |
| CVXChevron Corp | Stock | 1,700 | $25.0 萬 | 0.1% | +1,000+142.9% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,433 | $21.6 萬 | 0.1% | +3,433 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 572 | $16.2 萬 | 0.1% | +572 | 新進 | – |
| CPNGCoupang, Inc. | CL A | 6,597 | $16.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 2,987 | $15.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 2,035 | $14.5 萬 | 0.1% | +2,035 | 新進 | – |
| CVSCVS Health Corp | Stock | 2,000 | $12.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 150 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 574 | $12.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 190 | $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 |
| CRBGCorebridge Financial, Inc. | COM | 4,000 | $11.7 萬 | 0.1% | +4,000 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 150 | $10.6 萬 | 0.1% | +150 | 新進 | 歷史 |
2024 年第 2 季之後清倉（11 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 205,787 | $237.3 萬 | 1.3% | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 182,794 | $140.4 萬 | 0.7% | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 6,000 | $42.6 萬 | 0.2% | – |
| CSCOCisco Systems, Inc. | Stock | 7,500 | $36.3 萬 | 0.2% | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $30.7 萬 | 0.2% | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 21,421 | $27.2 萬 | 0.1% | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 23,675 | $26.7 萬 | 0.1% | 歷史 |
| MRNAModerna, Inc. | Stock | 2,000 | $23.8 萬 | 0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,500 | $14.9 萬 | 0.1% | 歷史 |
| ORCLOracle Corp | Stock | 1,000 | $13.9 萬 | 0.1% | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $12.6 萬 | 0.1% | 歷史 |