Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 93
- 較 2025 年第 2 季 +3
- 總值
- $2.12 億
- 較 2025 年第 2 季 +$1,362 萬 (+6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 98,339 | $2,391 萬 | 11.3% | −535−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,227 | $1,669 萬 | 7.9% | −518−1.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 68,631 | $1,281 萬 | 6.1% | +580+0.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 47,538 | $1,210 萬 | 5.7% | +555+1.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,689 | $912.0 萬 | 4.3% | +151+1.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 53,075 | $843.7 萬 | 4.0% | +250+0.5% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $829.6 萬 | 3.9% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 24,025 | $792.6 萬 | 3.7% | +920+4.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,783 | $588.1 萬 | 2.8% | +3,227+13.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 10,141 | $576.8 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,340 | $539.0 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,572 | $509.4 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 53,681 | $479.6 萬 | 2.3% | +5,000+10.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $408.3 萬 | 1.9% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,720 | $388.1 萬 | 1.8% | +200+2.7% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 19,838 | $381.5 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 39,105 | $377.7 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,207 | $368.9 萬 | 1.7% | +820+6.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,715 | $365.6 萬 | 1.7% | +550+2.9% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 12,249 | $256.3 萬 | 1.2% | +500+4.3% | 加碼 | – |
| NKENIKE, Inc. | Stock | 35,805 | $249.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $238.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 16,800 | $227.2 萬 | 1.1% | +750+4.7% | 加碼 | – |
| CCitigroup Inc | Stock | 21,975 | $223.0 萬 | 1.1% | +1,975+9.9% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $200.7 萬 | 0.9% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 10,000 | $192.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 36,600 | $188.8 萬 | 0.9% | +2,000+5.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,062 | $187.5 萬 | 0.9% | +750+32.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 12,500 | $175.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $175.0 萬 | 0.8% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 1,710 | $165.5 萬 | 0.8% | +460+36.8% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 16,000 | $154.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 10,900 | $144.0 萬 | 0.7% | +1,000+10.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,150 | $137.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 12,500 | $134.1 萬 | 0.6% | +2,500+25.0% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 15,000 | $125.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $124.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,625 | $124.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 11,832 | $121.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KBHKB Home | COM | 18,500 | $117.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,800 | $115.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 9,403 | $107.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $106.2 萬 | 0.5% | 00.0% | 不變 | – |
| LENLennar Corp | CL A | 8,400 | $105.9 萬 | 0.5% | +1,000+13.5% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $105.5 萬 | 0.5% | 00.0% | 不變 | – |
| BGBunge Global SA | COM SHS | 12,058 | $98.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 17,999 | $94.1 萬 | 0.4% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $92.8 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $92.3 萬 | 0.4% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 3,500 | $85.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 3,675 | $84.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 32,600 | $83.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $72.5 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 734 | $67.9 萬 | 0.3% | −105−12.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $60.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 15,000 | $58.8 萬 | 0.3% | +11,000+275.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 6,000 | $57.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,804 | $56.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $56.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 8,500 | $55.1 萬 | 0.3% | +1,000+13.3% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,000 | $53.9 萬 | 0.3% | +5,000+100.0% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $53.9 萬 | 0.3% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 7,000 | $52.8 萬 | 0.2% | +2,000+40.0% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 1,750 | $52.4 萬 | 0.2% | +250+16.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,260 | $44.8 萬 | 0.2% | +610+93.8% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,000 | $41.0 萬 | 0.2% | +15,000 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $39.3 萬 | 0.2% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 808 | $38.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 7,000 | $37.1 萬 | 0.2% | +7,000 | 新進 | 歷史 |
| CROXCrocs, Inc. | COM | 4,375 | $36.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 16,621 | $33.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 14,300 | $33.4 萬 | 0.2% | 00.0% | 不變 | – |
| CMGChipotle Mexican Grill Inc | COM | 8,000 | $31.4 萬 | 0.1% | −8,850−52.5% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 5,889 | $30.8 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 500 | $30.0 萬 | 0.1% | 00.0% | 不變 | – |
| INSMINSMED Inc | COM PAR $.01 | 2,000 | $28.8 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,874 | $26.3 萬 | 0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 1,250 | $25.5 萬 | 0.1% | +500+66.7% | 加碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 3,624 | $21.8 萬 | 0.1% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 1,000 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 1,550 | $21.1 萬 | 0.1% | +1,550 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,775 | $20.2 萬 | 0.1% | +3,775 | 新進 | – |
| LRCXLam Research Corp | Stock | 1,500 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 5,000 | $17.6 萬 | 0.1% | 00.0% | 不變 | – |
| HOODRobinhood Markets, Inc. | Stock | 1,160 | $16.6 萬 | 0.1% | −40−3.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 200 | $15.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $14.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 5,100 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| DHIHorton D R Inc | COM | 750 | $12.7 萬 | 0.1% | +750 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 250 | $12.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 4,600 | $12.1 萬 | 0.1% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 1,760 | $11.4 萬 | 0.1% | −7,000−79.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 479 | $11.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。