Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/20 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 89
- 較 2024 年第 3 季 −4
- 總值
- $2.00 億
- 較 2024 年第 3 季 +$410.7 萬 (+2.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 99,574 | $1,885 萬 | 9.4% | +1,087+1.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 60,429 | $1,513 萬 | 7.6% | +1,237+2.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,618 | $1,501 萬 | 7.5% | +400+1.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 67,757 | $909.9 萬 | 4.6% | +3,770+5.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,109 | $885.5 萬 | 4.4% | +2,486+19.7% | 加碼 | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 1,100 | $749.0 萬 | 3.8% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 30,652 | $672.5 萬 | 3.4% | +986+3.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,281 | $609.3 萬 | 3.1% | +2,970+12.7% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 48,226 | $606.3 萬 | 3.0% | +2,298+5.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 10,861 | $571.9 萬 | 2.9% | +399+3.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,623 | $568.8 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 60,059 | $514.5 萬 | 2.6% | −1,165−1.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 7,251 | $424.6 萬 | 2.1% | +525+7.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $405.7 萬 | 2.0% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 21,605 | $396.3 萬 | 2.0% | −473−2.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,558 | $387.9 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 39,405 | $325.8 萬 | 1.6% | −27−0.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 43,088 | $303.3 萬 | 1.5% | +3,250+8.2% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 56,750 | $301.1 萬 | 1.5% | +39,750+233.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 39,530 | $299.1 萬 | 1.5% | −1,500−3.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,085 | $297.9 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,346 | $279.8 萬 | 1.4% | −4,251−18.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 18,980 | $234.5 萬 | 1.2% | +18,980 | 新進 | – |
| MPCMarathon Petroleum Corp | Stock | 16,000 | $223.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 46,247 | $203.3 萬 | 1.0% | +2,500+5.7% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $193.9 萬 | 1.0% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 71,750 | $190.4 萬 | 1.0% | +4,000+5.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,500 | $190.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 12,840 | $186.6 萬 | 0.9% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 17,300 | $172.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $171.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $150.0 萬 | 0.8% | 00.0% | 不變 | – |
| CCICrown Castle Inc. | REIT | 16,000 | $145.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 23,579 | $142.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 12,902 | $140.5 萬 | 0.7% | −700−5.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,312 | $124.6 萬 | 0.6% | −1,247−35.0% | 減碼 | – |
| KBHKB Home | COM | 18,891 | $124.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $121.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,500 | $115.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $113.0 萬 | 0.6% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 12,482 | $112.8 萬 | 0.6% | +2,400+23.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,623 | $107.2 萬 | 0.5% | +2,975+44.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 15,000 | $105.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 1,100 | $98.0 萬 | 0.5% | +950+633.3% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $97.2 萬 | 0.5% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 12,000 | $95.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM SHS | 12,058 | $93.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $93.5 萬 | 0.5% | −36,432−69.2% | 減碼 | – |
| CROXCrocs, Inc. | COM | 8,100 | $88.7 萬 | 0.4% | +1,800+28.6% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 6,367 | $86.8 萬 | 0.4% | −1,300−17.0% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $85.3 萬 | 0.4% | 00.0% | 不變 | – |
| PSXPhillips 66 | Stock | 7,359 | $83.8 萬 | 0.4% | −795−9.7% | 減碼 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 16,299 | $82.8 萬 | 0.4% | 00.0% | 不變 | – |
| RSGRepublic Services, Inc. | COM | 3,775 | $75.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,000 | $67.7 萬 | 0.3% | +7,000+140.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 3,500 | $66.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 10,000 | $60.4 萬 | 0.3% | +10,000 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $58.1 萬 | 0.3% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 2,000 | $58.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,907 | $55.2 萬 | 0.3% | −1,260−30.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $53.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 578 | $53.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CCJCameco Corp | Stock | 10,000 | $51.4 萬 | 0.3% | +10,000 | 新進 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 6,000 | $50.7 萬 | 0.3% | −7,000−53.8% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $48.4 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,000 | $48.3 萬 | 0.2% | +10,000 | 新進 | – |
| CATCaterpillar Inc | Stock | 1,258 | $45.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,250 | $45.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,000 | $44.5 萬 | 0.2% | +500+100.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 600 | $41.6 萬 | 0.2% | −125−17.2% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 7,974 | $39.4 萬 | 0.2% | +7,974 | 新進 | – |
| AIC3.ai, Inc. | Stock | 11,250 | $38.7 萬 | 0.2% | +11,250 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $35.7 萬 | 0.2% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 1,000 | $32.9 萬 | 0.2% | +1,000 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,905 | $31.0 萬 | 0.2% | −563−22.8% | 減碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 15,035 | $27.5 萬 | 0.1% | +492+3.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,000 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,874 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,042 | $25.0 萬 | 0.1% | +468+81.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,700 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 2,987 | $15.9 萬 | 0.1% | 00.0% | 不變 | – |
| CPNGCoupang, Inc. | CL A | 6,597 | $14.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $12.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 190 | $12.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 350 | $12.0 萬 | 0.1% | +350 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 479 | $10.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 1,500 | $10.8 萬 | 0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
2024 年第 3 季之後清倉（12 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FCXFreeport-McMoran Inc | Stock | 59,274 | $295.9 萬 | 1.5% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,500 | $99.4 萬 | 0.5% | – |
| STZConstellation Brands, Inc. | Stock | 3,408 | $87.8 萬 | 0.4% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 533 | $56.0 萬 | 0.3% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,000 | $42.3 萬 | 0.2% | – |
| UBERUber Technologies, Inc | Stock | 3,500 | $26.3 萬 | 0.1% | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 2,000 | $25.4 萬 | 0.1% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,433 | $21.6 萬 | 0.1% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 572 | $16.2 萬 | 0.1% | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 2,035 | $14.5 萬 | 0.1% | – |
| CVSCVS Health Corp | Stock | 2,000 | $12.6 萬 | 0.1% | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 4,000 | $11.7 萬 | 0.1% | 歷史 |