Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- 最新申報
- 2026/8/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 93
- 較 2026 年第 1 季 +3
- 總值
- $2.50 億
- 較 2026 年第 1 季 −$303.3 萬 (−1.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 94,305 | $3,370 萬 | 13.5% | −893−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 52,882 | $1,530 萬 | 6.1% | +318+0.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 70,880 | $1,418 萬 | 5.7% | +575+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,258 | $1,315 萬 | 5.3% | −25−0.1% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 58,807 | $1,229 萬 | 4.9% | +1,550+2.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 29,849 | $1,128 萬 | 4.5% | −375−1.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,852 | $1,109 萬 | 4.4% | +150+1.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,231 | $839.7 萬 | 3.4% | −1,047−2.9% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $823.7 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,422 | $736.5 萬 | 2.9% | +905+6.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 10,391 | $533.7 萬 | 2.1% | +399+4.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,696 | $525.6 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 96,962 | $515.0 萬 | 2.1% | −6,846−6.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 13,197 | $465.4 萬 | 1.9% | +315+2.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 90,000 | $459.0 萬 | 1.8% | 00.0% | 不變 | – |
| CCKCrown Holdings, Inc. | COM | 39,005 | $436.2 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,505 | $425.6 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,295 | $410.9 萬 | 1.6% | −175−2.3% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 24,300 | $340.1 萬 | 1.4% | +2,300+10.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,595 | $317.3 萬 | 1.3% | +150+10.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 19,239 | $314.7 萬 | 1.3% | −599−3.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $303.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 12,249 | $296.9 萬 | 1.2% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 17,300 | $294.3 萬 | 1.2% | 00.0% | 不變 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 240,237 | $282.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 10,000 | $255.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,084 | $250.0 萬 | 1.0% | +348+20.0% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 38,890 | $218.4 萬 | 0.9% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| BACBank of America Corp | Stock | 36,600 | $208.5 萬 | 0.8% | +2,000+5.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,940 | $185.5 萬 | 0.7% | −44,820−75.0% | 減碼依 4 比 1 拆股換算 | – |
| MRKMerck & Co., Inc. | Stock | 13,800 | $177.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,500 | $169.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,241 | $153.9 萬 | 0.6% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 45,000 | $142.7 萬 | 0.6% | 00.0% | 不變 | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 168,733 | $133.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 1,150 | $132.7 萬 | 0.5% | +150+15.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,632 | $131.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM SHS | 12,058 | $128.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,500 | $127.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 15,000 | $124.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,500 | $123.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $121.4 萬 | 0.5% | 00.0% | 不變 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 21,749 | $115.5 萬 | 0.5% | −930−4.1% | 減碼 | – |
| Roundhill ETF Trust77926X320 | MEMORY ETF | 15,500 | $114.5 萬 | 0.5% | +15,500 | 新進 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $114.3 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,450 | $106.8 萬 | 0.4% | +200+16.0% | 加碼 | – |
| NKENIKE, Inc. | Stock | 25,003 | $102.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,645 | $97.4 萬 | 0.4% | −1,500−36.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,500 | $94.6 萬 | 0.4% | +500+16.7% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 4,425 | $94.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 38,850 | $93.6 萬 | 0.4% | −11,200−22.4% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 5,900 | $92.2 萬 | 0.4% | −596−9.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $91.8 萬 | 0.4% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 6,500 | $88.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 808 | $86.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 879 | $82.2 萬 | 0.3% | −105−10.7% | 減碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 7,500 | $78.4 萬 | 0.3% | 00.0% | 不變 | – |
| CCICrown Castle Inc. | REIT | 10,000 | $75.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 4,200 | $71.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $66.3 萬 | 0.3% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 9,200 | $65.7 萬 | 0.3% | −1,200−11.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,500 | $65.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 3,500 | $61.7 萬 | 0.2% | +3,500 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,804 | $59.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,865 | $58.7 萬 | 0.2% | −3,000−30.4% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 565 | $55.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,500 | $54.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 6,000 | $46.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 8,500 | $46.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 20,000 | $45.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $43.1 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 4,373 | $42.1 萬 | 0.2% | −2,045−31.9% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 350 | $41.1 萬 | 0.2% | +350 | 新進 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 18,237 | $40.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 500 | $37.4 萬 | 0.1% | +500 | 新進 | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 5,889 | $32.7 萬 | 0.1% | 00.0% | 不變 | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 21,421 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 27,175 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $28.1 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,700 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,500 | $24.9 萬 | 0.1% | −4,300−74.1% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 7,000 | $23.8 萬 | 0.1% | +4,000+133.3% | 加碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 3,324 | $22.9 萬 | 0.1% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 1,000 | $20.1 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| TOSTToast, Inc. | Stock | 7,000 | $19.5 萬 | 0.1% | +2,000+40.0% | 加碼 | 歷史 |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 5,000 | $19.1 萬 | 0.1% | 00.0% | 不變 | – |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $14.3 萬 | 0.1% | −450−42.9% | 減碼 | 歷史 |
| PMMFranklin Managed Municipal Income Trust | COM | 20,000 | $13.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 479 | $13.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 5,100 | $12.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 4,600 | $11.8 萬 | <0.1% | 00.0% | 不變 | – |
| CASSCass Information Systems Inc | COM | 2,000 | $10.3 萬 | <0.1% | +2,000 | 新進 | 歷史 |
| CCJCameco Corp | Stock | 1,000 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。