Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/20 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 69
- 較 2024 年第 4 季 −20
- 總值
- $1.65 億
- 較 2024 年第 4 季 −$3,447 萬 (−17.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 93,087 | $1,550 萬 | 9.4% | −6,487−6.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,082 | $1,472 萬 | 8.9% | −3,536−9.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 48,290 | $1,008 萬 | 6.1% | −12,139−20.1% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $843.9 萬 | 5.1% | +11 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,663 | $812.7 萬 | 4.9% | −1,446−9.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 57,521 | $779.8 萬 | 4.7% | −10,236−15.1% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 49,018 | $641.4 萬 | 3.9% | +792+1.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 10,312 | $604.7 萬 | 3.7% | −549−5.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,810 | $486.0 萬 | 2.9% | −1,813−12.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 23,543 | $485.4 萬 | 2.9% | −7,109−23.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 20,075 | $463.0 萬 | 2.8% | −6,206−23.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 20,511 | $441.3 萬 | 2.7% | −1,094−5.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,795 | $435.2 萬 | 2.6% | −456−6.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $406.2 萬 | 2.5% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 47,059 | $397.0 萬 | 2.4% | −13,000−21.6% | 減碼 | – |
| CCKCrown Holdings, Inc. | COM | 39,405 | $394.6 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,528 | $385.7 萬 | 2.3% | −1,030−12.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,346 | $295.0 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,437 | $221.3 萬 | 1.3% | −3,648−24.2% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 27,500 | $209.4 萬 | 1.3% | −15,588−36.2% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 32,646 | $202.7 萬 | 1.2% | −6,884−17.4% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 11,549 | $200.1 萬 | 1.2% | −1,291−10.1% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $198.5 萬 | 1.2% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $183.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 16,000 | $164.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,500 | $164.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 10,000 | $162.3 萬 | 1.0% | −6,000−37.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $150.0 萬 | 0.9% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 1,150 | $137.0 萬 | 0.8% | +50+4.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,312 | $126.4 萬 | 0.8% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 2,500 | $118.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 15,000 | $114.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,500 | $113.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 21,600 | $112.9 萬 | 0.7% | −1,979−8.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 24,000 | $107.4 萬 | 0.7% | −22,247−48.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,800 | $106.6 萬 | 0.6% | −3,500−20.2% | 減碼 | 歷史 |
| CROXCrocs, Inc. | COM | 9,225 | $105.8 萬 | 0.6% | +1,125+13.9% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 4,175 | $104.5 萬 | 0.6% | +400+10.6% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $101.2 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $99.6 萬 | 0.6% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 9,932 | $97.5 萬 | 0.6% | −2,550−20.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,623 | $97.1 萬 | 0.6% | −1,000−10.4% | 減碼 | 歷史 |
| BGBunge Global SA | COM SHS | 12,058 | $96.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 18,999 | $94.3 萬 | 0.6% | +2,700+16.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $91.5 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $87.0 萬 | 0.5% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 32,600 | $75.0 萬 | 0.5% | −39,150−54.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 649 | $67.1 萬 | 0.4% | +71+12.3% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $65.8 萬 | 0.4% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 2,000 | $64.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,500 | $58.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $53.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 6,000 | $52.2 萬 | 0.3% | −6,000−50.0% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $46.1 萬 | 0.3% | 00.0% | 不變 | – |
| ZSZscaler, Inc. | Stock | 1,500 | $37.9 萬 | 0.2% | +1,500 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,429 | $37.9 萬 | 0.2% | +387+37.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $36.3 萬 | 0.2% | 00.0% | 不變 | – |
| NLYAnnaly Capital Management Inc | REIT | 16,070 | $31.8 萬 | 0.2% | +1,035+6.9% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $29.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 5,889 | $28.5 萬 | 0.2% | −2,085−26.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 808 | $28.5 萬 | 0.2% | −450−35.8% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,874 | $26.0 萬 | 0.2% | 00.0% | 不變 | – |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPNGCoupang, Inc. | CL A | 6,597 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $14.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 1,500 | $12.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AIC3.ai, Inc. | Stock | 5,000 | $11.6 萬 | 0.1% | −6,250−55.6% | 減碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 2,087 | $11.1 萬 | 0.1% | −900−30.1% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 479 | $11.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（22 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Berkshire Hat A 100th084990175 | COM | 1,100 | $749.0 萬 | 3.8% | – |
| IBITiShares Bitcoin Trust ETF | ETF | 56,750 | $301.1 萬 | 1.5% | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 18,980 | $234.5 萬 | 1.2% | – |
| PHMPultegroup Inc | COM | 12,902 | $140.5 萬 | 0.7% | 歷史 |
| KBHKB Home | COM | 18,891 | $124.2 萬 | 0.6% | 歷史 |
| LENLennar Corp | CL A | 6,367 | $86.8 萬 | 0.4% | 歷史 |
| PSXPhillips 66 | Stock | 7,359 | $83.8 萬 | 0.4% | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,000 | $67.7 萬 | 0.3% | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 10,000 | $60.4 萬 | 0.3% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,907 | $55.2 萬 | 0.3% | – |
| CCJCameco Corp | Stock | 10,000 | $51.4 萬 | 0.3% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 6,000 | $50.7 萬 | 0.3% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,000 | $48.3 萬 | 0.2% | – |
| WMWaste Management Inc | Stock | 2,250 | $45.4 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,000 | $44.5 萬 | 0.2% | 歷史 |
| ASMLASML Holding NV | ADR | 600 | $41.6 萬 | 0.2% | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,000 | $32.9 萬 | 0.2% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,905 | $31.0 萬 | 0.2% | 歷史 |
| AMGNAmgen Inc | Stock | 1,000 | $26.1 萬 | 0.1% | 歷史 |
| CVXChevron Corp | Stock | 1,700 | $24.6 萬 | 0.1% | 歷史 |
| PHParker-Hannifin Corp | Stock | 190 | $12.1 萬 | 0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 350 | $12.0 萬 | 0.1% | 歷史 |