Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 90
- 較 2025 年第 4 季 +6
- 總值
- $2.53 億
- 較 2025 年第 4 季 +$2,843 萬 (+12.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 95,198 | $3,833 萬 | 15.1% | +1,724+1.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 70,305 | $1,588 萬 | 6.3% | +2,309+3.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 52,564 | $1,571 萬 | 6.2% | +2,834+5.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,283 | $1,430 萬 | 5.7% | −1,958−5.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 30,224 | $1,260 萬 | 5.0% | +2,496+9.0% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 57,257 | $1,110 萬 | 4.4% | +1,569+2.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,702 | $1,091 萬 | 4.3% | +410+2.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,278 | $980.0 萬 | 3.9% | +4,200+13.1% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $800.3 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 103,808 | $598.2 萬 | 2.4% | +6,846+7.1% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,517 | $580.4 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 9,992 | $490.2 萬 | 1.9% | −999−9.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,696 | $476.9 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,470 | $460.6 萬 | 1.8% | −200−2.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 90,000 | $457.9 萬 | 1.8% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,505 | $412.9 萬 | 1.6% | +102+1.2% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 39,005 | $390.9 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,882 | $389.7 萬 | 1.5% | −78−0.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 19,838 | $344.9 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 17,300 | $290.7 萬 | 1.1% | +500+3.0% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $286.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 240,237 | $277.7 萬 | 1.1% | +240,237 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 12,249 | $276.5 萬 | 1.1% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 22,000 | $273.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 10,000 | $249.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 1,445 | $228.5 萬 | 0.9% | +235+19.4% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,445 | $206.3 萬 | 0.8% | −30−0.2% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 12,500 | $186.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,940 | $185.7 萬 | 0.7% | +11,205+300.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 4,145 | $178.4 萬 | 0.7% | −1,000−19.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,736 | $176.3 萬 | 0.7% | −98−5.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 34,600 | $172.4 萬 | 0.7% | −2,000−5.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,800 | $156.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,241 | $152.9 萬 | 0.6% | −1,250−35.8% | 減碼 | – |
| WMTWalmart Inc. | Stock | 11,632 | $152.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM SHS | 12,058 | $152.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 45,000 | $142.9 萬 | 0.6% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 3,500 | $139.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 168,733 | $134.6 萬 | 0.5% | +168,733 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $130.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 50,050 | $129.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 22,679 | $121.7 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $115.2 萬 | 0.5% | 00.0% | 不變 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $112.5 萬 | 0.4% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 15,000 | $110.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 5,800 | $107.9 萬 | 0.4% | +4,050+231.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 25,003 | $105.9 萬 | 0.4% | −7,643−23.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 984 | $101.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $98.8 萬 | 0.4% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 6,500 | $98.5 萬 | 0.4% | +1,500+30.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 10,400 | $91.1 萬 | 0.4% | +1,200+13.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $90.9 萬 | 0.4% | 00.0% | 不變 | – |
| RSGRepublic Services, Inc. | COM | 4,425 | $90.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 10,000 | $89.6 萬 | 0.4% | −6,000−37.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,250 | $89.3 萬 | 0.4% | +750+150.0% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $83.9 萬 | 0.3% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 3,000 | $82.7 萬 | 0.3% | +1,000+50.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,000 | $80.4 萬 | 0.3% | +1,000 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 808 | $72.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 4,200 | $72.2 萬 | 0.3% | +1,950+86.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,418 | $67.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 7,500 | $66.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $62.1 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,804 | $54.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,500 | $50.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 565 | $49.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 6,000 | $45.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 20,000 | $45.2 萬 | 0.2% | +20,000 | 新進 | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 8,500 | $44.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 1,500 | $44.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $41.6 萬 | 0.2% | 00.0% | 不變 | – |
| NLYAnnaly Capital Management Inc | REIT | 18,237 | $40.4 萬 | 0.2% | +541+3.1% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 5,889 | $32.5 萬 | 0.1% | 00.0% | 不變 | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 21,421 | $31.2 萬 | 0.1% | +21,421 | 新進 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 27,175 | $30.2 萬 | 0.1% | +27,175 | 新進 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 20,000 | $27.7 萬 | 0.1% | +20,000 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,050 | $25.1 萬 | 0.1% | +450+75.0% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,700 | $24.9 萬 | 0.1% | −75−2.0% | 減碼 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 3,324 | $22.6 萬 | 0.1% | +1,587+91.4% | 加碼 | – |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 5,000 | $15.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,374 | $13.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 5,100 | $12.8 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 479 | $12.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $12.6 萬 | <0.1% | +20,000 | 新進 | 歷史 |
| HALHalliburton Co | Stock | 3,000 | $12.3 萬 | <0.1% | +3,000 | 新進 | 歷史 |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 4,600 | $11.8 萬 | <0.1% | 00.0% | 不變 | – |
| CCJCameco Corp | Stock | 1,000 | $11.5 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| TOSTToast, Inc. | Stock | 5,000 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 900 | $10.6 萬 | <0.1% | +900 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 800 | $10.4 萬 | <0.1% | −200−20.0% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（5 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| COFCapital One Financial Corp | Stock | 1,500 | $31.0 萬 | 0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 1,750 | $29.9 萬 | 0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,500 | $24.4 萬 | 0.1% | 歷史 |
| VVisa Inc. | Stock | 500 | $16.2 萬 | 0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 250 | $10.3 萬 | <0.1% | 歷史 |