Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 90
- 較 2025 年第 1 季 +21
- 總值
- $1.98 億
- 較 2025 年第 1 季 +$3,294 萬 (+20.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 98,874 | $1,997 萬 | 10.1% | +5,787+6.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,745 | $1,705 萬 | 8.6% | +663+2.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 68,051 | $1,236 萬 | 6.2% | +10,530+18.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 46,983 | $1,096 萬 | 5.5% | −1,307−2.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,538 | $873.1 萬 | 4.4% | −125−0.9% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $787.0 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 52,825 | $780.5 萬 | 3.9% | +3,807+7.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 23,105 | $714.2 萬 | 3.6% | +3,030+15.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 10,141 | $586.0 萬 | 3.0% | −171−1.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,340 | $572.6 萬 | 2.9% | +545+8.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 23,556 | $529.0 萬 | 2.7% | +13+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,572 | $511.9 萬 | 2.6% | −238−1.9% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 48,681 | $416.9 萬 | 2.1% | +1,622+3.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $407.9 萬 | 2.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 19,838 | $405.0 萬 | 2.0% | −673−3.3% | 減碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 39,105 | $402.1 萬 | 2.0% | −300−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,520 | $358.9 萬 | 1.8% | −8−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,165 | $334.3 萬 | 1.7% | −181−0.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,387 | $299.1 萬 | 1.5% | +950+8.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 35,805 | $276.4 萬 | 1.4% | +3,159+9.7% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 11,749 | $231.2 萬 | 1.2% | +200+1.7% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $223.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 16,050 | $212.0 萬 | 1.1% | +16,050 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $205.1 萬 | 1.0% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 20,000 | $189.3 萬 | 1.0% | −7,500−27.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,500 | $186.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $168.0 萬 | 0.8% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 34,600 | $163.5 萬 | 0.8% | +10,600+44.2% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 16,000 | $162.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 10,000 | $161.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 1,150 | $138.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,312 | $137.1 萬 | 0.7% | 00.0% | 不變 | – |
| PHMPultegroup Inc | COM | 9,900 | $128.7 萬 | 0.6% | +9,900 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 11,832 | $119.5 萬 | 0.6% | +1,900+19.1% | 加碼 | 歷史 |
| KBHKB Home | COM | 18,500 | $117.9 萬 | 0.6% | +18,500 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 15,000 | $116.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,800 | $114.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 10,000 | $111.2 萬 | 0.6% | +10,000 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 2,500 | $110.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 9,403 | $109.7 萬 | 0.6% | +780+9.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,625 | $107.3 萬 | 0.5% | +125+8.3% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $105.0 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $104.8 萬 | 0.5% | 00.0% | 不變 | – |
| BGBunge Global SA | COM SHS | 12,058 | $100.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LENLennar Corp | CL A | 7,400 | $96.9 萬 | 0.5% | +7,400 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 1,250 | $94.4 萬 | 0.5% | +1,250 | 新進 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 17,999 | $93.2 萬 | 0.5% | −1,000−5.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $92.1 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $90.5 萬 | 0.5% | 00.0% | 不變 | – |
| RSGRepublic Services, Inc. | COM | 3,675 | $85.5 萬 | 0.4% | −500−12.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 839 | $82.1 萬 | 0.4% | +190+29.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 32,600 | $82.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 16,850 | $73.3 萬 | 0.4% | −4,750−22.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,500 | $71.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $70.5 萬 | 0.4% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 8,760 | $61.2 萬 | 0.3% | +8,760 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $61.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 6,000 | $55.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $53.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,804 | $52.4 萬 | 0.3% | +375+26.2% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $51.3 萬 | 0.3% | 00.0% | 不變 | – |
| CCJCameco Corp | Stock | 6,000 | $45.4 萬 | 0.2% | +6,000 | 新進 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $43.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,750 | $42.7 萬 | 0.2% | +1,750 | 新進 | 歷史 |
| ZSZscaler, Inc. | Stock | 1,500 | $41.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $38.2 萬 | 0.2% | 00.0% | 不變 | – |
| CROXCrocs, Inc. | COM | 4,375 | $36.5 萬 | 0.2% | −4,850−52.6% | 減碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 16,621 | $34.7 萬 | 0.2% | +551+3.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 808 | $33.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 14,300 | $33.4 萬 | 0.2% | +14,300 | 新進 | – |
| CVSCVS Health Corp | Stock | 5,000 | $33.0 萬 | 0.2% | +5,000 | 新進 | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 5,889 | $30.0 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 500 | $29.0 萬 | 0.1% | +500 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,000 | $26.4 萬 | 0.1% | +5,000 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,874 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 1,000 | $21.7 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 3,624 | $21.1 萬 | 0.1% | +1,537+73.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 650 | $20.1 萬 | 0.1% | +650 | 新進 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 4,000 | $17.9 萬 | 0.1% | +4,000 | 新進 | 歷史 |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 5,000 | $16.9 萬 | 0.1% | +5,000 | 新進 | – |
| LRCXLam Research Corp | Stock | 1,500 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 200 | $15.2 萬 | 0.1% | +200 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 750 | $13.3 萬 | 0.1% | +750 | 新進 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 1,200 | $13.0 萬 | 0.1% | +1,200 | 新進 | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 5,100 | $13.0 萬 | 0.1% | +5,100 | 新進 | – |
| NOWServiceNow, Inc. | Stock | 150 | $12.9 萬 | 0.1% | +150 | 新進 | 歷史 |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 4,600 | $12.0 萬 | 0.1% | +4,600 | 新進 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 250 | $10.8 萬 | 0.1% | +250 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 479 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。