Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 84
- 較 2025 年第 3 季 −9
- 總值
- $2.25 億
- 較 2025 年第 3 季 +$1,294 萬 (+6.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 93,474 | $2,888 萬 | 12.9% | −4,865−4.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,241 | $1,496 萬 | 6.7% | +5,014+15.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 49,730 | $1,302 萬 | 5.8% | +2,192+4.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 67,996 | $1,271 萬 | 5.7% | −635−0.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,292 | $973.7 萬 | 4.3% | +603+4.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 55,688 | $935.9 萬 | 4.2% | +2,613+4.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 27,728 | $918.3 萬 | 4.1% | +3,703+15.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $824.5 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,078 | $640.3 萬 | 2.9% | +5,295+19.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 10,991 | $579.7 萬 | 2.6% | +850+8.4% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,517 | $534.4 萬 | 2.4% | +1,310+9.9% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 96,962 | $523.4 萬 | 2.3% | −10,400−9.7% | 減碼依 2 比 1 拆股換算 | – |
| JNJJohnson & Johnson | Stock | 20,696 | $506.1 萬 | 2.3% | +981+5.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,960 | $505.7 萬 | 2.3% | +388+3.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,670 | $498.4 萬 | 2.2% | +330+4.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 90,000 | $459.8 萬 | 2.0% | +10,000+12.5% | 加碼 | – |
| CCKCrown Holdings, Inc. | COM | 39,005 | $430.6 萬 | 1.9% | −100−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,403 | $420.2 萬 | 1.9% | +683+8.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 19,838 | $373.3 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 12,249 | $284.8 萬 | 1.3% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $271.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 22,000 | $244.5 萬 | 1.1% | +25+0.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 16,800 | $243.5 萬 | 1.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 5,145 | $232.2 萬 | 1.0% | +3,885+308.3% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $220.6 萬 | 1.0% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,491 | $218.7 萬 | 1.0% | +429+14.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 12,500 | $209.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 32,646 | $199.5 萬 | 0.9% | −3,159−8.8% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 10,000 | $198.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 36,600 | $192.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,834 | $190.4 萬 | 0.8% | +209+12.9% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,210 | $170.2 萬 | 0.8% | −500−29.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $167.7 萬 | 0.7% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 13,800 | $164.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $159.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 11,632 | $155.4 萬 | 0.7% | −200−1.7% | 減碼 | 歷史 |
| BGBunge Global SA | COM SHS | 12,058 | $146.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 45,000 | $141.0 萬 | 0.6% | +30,000+200.0% | 加碼 | – |
| CCICrown Castle Inc. | REIT | 16,000 | $140.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 50,050 | $137.5 萬 | 0.6% | +17,450+53.5% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 15,000 | $129.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 22,679 | $118.3 萬 | 0.5% | +4,680+26.0% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $110.6 萬 | 0.5% | 00.0% | 不變 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $108.6 萬 | 0.5% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 3,500 | $108.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $101.6 萬 | 0.5% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 984 | $98.3 萬 | 0.4% | +250+34.1% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 4,425 | $97.7 萬 | 0.4% | +750+20.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $95.9 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288752 | US HOME CONS ETF | 7,500 | $84.3 萬 | 0.4% | −5,000−40.0% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $81.0 萬 | 0.4% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $75.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 9,200 | $69.8 萬 | 0.3% | −2,300−20.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $66.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 6,418 | $65.7 萬 | 0.3% | −2,985−31.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 808 | $61.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 6,000 | $60.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $55.7 萬 | 0.2% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 565 | $55.5 萬 | 0.2% | +365+182.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,500 | $54.9 萬 | 0.2% | +1,500 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,804 | $54.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 8,500 | $41.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $41.2 萬 | 0.2% | 00.0% | 不變 | – |
| NLYAnnaly Capital Management Inc | REIT | 17,696 | $40.6 萬 | 0.2% | +1,075+6.5% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,250 | $35.2 萬 | 0.2% | +700+45.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,500 | $34.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,750 | $31.9 萬 | 0.1% | +1,750 | 新進 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,500 | $31.0 萬 | 0.1% | +500+50.0% | 加碼 | 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 | – |
| ZSZscaler, Inc. | Stock | 1,750 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,500 | $24.4 萬 | 0.1% | +250+20.0% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,775 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 500 | $16.2 萬 | 0.1% | +500 | 新進 | 歷史 |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 5,000 | $13.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 5,100 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| TOSTToast, Inc. | Stock | 5,000 | $13.1 萬 | 0.1% | +5,000 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $13.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,000 | $12.9 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,374 | $12.8 萬 | 0.1% | −1,500−52.2% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 479 | $12.5 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 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 1,737 | $10.9 萬 | <0.1% | −1,887−52.1% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 250 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（14 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PHMPultegroup Inc | COM | 10,900 | $144.0 萬 | 0.7% | 歷史 |
| KBHKB Home | COM | 18,500 | $117.7 萬 | 0.6% | 歷史 |
| LENLennar Corp | CL A | 8,400 | $105.9 萬 | 0.5% | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 15,000 | $58.8 萬 | 0.3% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,000 | $53.9 萬 | 0.3% | – |
| CVSCVS Health Corp | Stock | 7,000 | $52.8 萬 | 0.2% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 7,000 | $37.1 萬 | 0.2% | 歷史 |
| CROXCrocs, Inc. | COM | 4,375 | $36.6 萬 | 0.2% | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 14,300 | $33.4 萬 | 0.2% | – |
| CMGChipotle Mexican Grill Inc | COM | 8,000 | $31.4 萬 | 0.1% | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 2,000 | $28.8 萬 | 0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 1,160 | $16.6 萬 | 0.1% | 歷史 |
| DHIHorton D R Inc | COM | 750 | $12.7 萬 | 0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 1,760 | $11.4 萬 | 0.1% | 歷史 |