Jupiter Wealth Management LLC
GLENDALE CO · SEC CIK 0001774207
$2.53亿2026Q1 申报市值
90持仓数
56.4%前十大占比 · 第一大 15.1%
11 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
XNEAX 新建仓+$277.71万
IWF 加仓+$139.29万
JPC 新建仓+$134.65万
AMZN 加仓+$113.45万
AVGO 加仓+$104.03万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$85.30万
MSFT 减仓-$79.34万
CCI 减仓-$53.77万
MA 减仓-$49.01万
GLD 减仓-$43.05万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc | $3,832.86万 | 15.15% | 95,198 | 1,724 | 1.8% | $69.41万 | 加仓 |
| NVDA | Nvidia Corporation | $1,587.70万 | 6.28% | 70,305 | 2,309 | 3.4% | $52.14万 | 加仓 |
| AAPL | Apple Inc Com | $1,570.98万 | 6.21% | 52,564 | 2,834 | 5.7% | $84.70万 | 加仓 |
| MSFT | Microsoft | $1,429.70万 | 5.65% | 35,283 | -1,958 | -5.3% | -$79.34万 | 减仓 |
| AVGO | Broadcom Inc Com | $1,259.71万 | 4.98% | 30,224 | 2,496 | 9.0% | $104.03万 | 加仓 |
| MS | Morgan Stanley Com | $1,109.81万 | 4.39% | 57,257 | 1,569 | 2.8% | $30.41万 | 加仓 |
| SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | $1,091.31万 | 4.31% | 14,702 | 410 | 2.9% | $30.43万 | 加仓 |
| AMZN | Amazon.Com Inc | $979.98万 | 3.87% | 36,278 | 4,200 | 13.1% | $113.45万 | 加仓 |
| BRK/A | Berkshire Hathaway | $800.25万 | 3.16% | 11 | 0 | 0.0% | — | 不变 |
| XLE | Energy Select Sector SPDR ETF IV | $598.25万 | 2.36% | 103,808 | 6,846 | 7.1% | $39.45万 | 加仓 |
| TSM | Taiwan Semiconductor | $580.39万 | 2.29% | 14,517 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc CL A | $490.25万 | 1.94% | 9,992 | -999 | -9.1% | -$49.01万 | 减仓 |
| JNJ | Johnson & Johnson | $476.88万 | 1.88% | 20,696 | 0 | 0.0% | — | 不变 |
| META | Facebook Inc-Class A | $460.62万 | 1.82% | 7,470 | -200 | -2.6% | -$12.33万 | 减仓 |
| JMST | JPMorgan Ultra SHRT Muncipl Incm ETF | $457.92万 | 1.81% | 90,000 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway | $412.93万 | 1.63% | 8,505 | 102 | 1.2% | $4.95万 | 加仓 |
| CCK | Crown HLDGS Inc Com | $390.87万 | 1.54% | 39,005 | 0 | 0.0% | — | 不变 |
| HD | Home Depot | $389.74万 | 1.54% | 12,882 | -78 | -0.6% | -$2.36万 | 减仓 |
| AMT | American Tower Corp | $344.92万 | 1.36% | 19,838 | 0 | 0.0% | — | 不变 |
| XMMO | Invesco S & P Midcap Momentum ETF | $290.66万 | 1.15% | 17,300 | 500 | 3.0% | $8.40万 | 加仓 |
| GS | Goldman Sachs Group | $286.63万 | 1.13% | 3,000 | 0 | 0.0% | — | 不变 |
| XNEAX | Nuveen Amt Free QLTY | $277.71万 | 1.10% | 240,237 | 240,237 | — | $277.71万 | 新建仓 |
| ITA | iShares US Aerospace Defense ETF | $276.47万 | 1.09% | 12,249 | 0 | 0.0% | — | 不变 |
| C | Citigroup Inc | $273.02万 | 1.08% | 22,000 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum | $249.09万 | 0.98% | 10,000 | 0 | 0.0% | — | 不变 |
| ASML | Asml Holding NV | $228.54万 | 0.90% | 1,445 | 235 | 19.4% | $37.17万 | 加仓 |
| NOBL | ProShares Trust S&P (500 Divid Aristocrats Etf) | $206.25万 | 0.82% | 19,445 | -30 | -0.2% | -$3,182 | 减仓 |
| PEP | Pepsico Inc | $186.59万 | 0.74% | 12,500 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell 1000 Growth ETF | $185.72万 | 0.73% | 14,940 | 11,205 | 300.0% | $139.29万 | 加仓 |
| GLD | SPDR Gold Trust | $178.44万 | 0.71% | 4,145 | -1,000 | -19.4% | -$43.05万 | 减仓 |
| LLY | Eli Lilly And Co | $176.33万 | 0.70% | 1,736 | -98 | -5.3% | -$9.95万 | 减仓 |
| BAC | BK Of America Corp | $172.45万 | 0.68% | 34,600 | -2,000 | -5.5% | -$9.97万 | 减仓 |
| MRK | Merck & Co Inc New | $156.56万 | 0.62% | 13,800 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard S&P 500 ETF | $152.93万 | 0.60% | 2,241 | -1,250 | -35.8% | -$85.30万 | 减仓 |
| WMT | Wal-Mart | $152.93万 | 0.60% | 11,632 | 0 | 0.0% | — | 不变 |
| BG | Bunge Global SA F | $151.95万 | 0.60% | 12,058 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab US Dividend Equity ETF | $142.88万 | 0.56% | 45,000 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Inc | $139.66万 | 0.55% | 3,500 | 0 | 0.0% | — | 不变 |
| JPC | Nuveen Preferred Income | $134.65万 | 0.53% | 168,733 | 168,733 | — | $134.65万 | 新建仓 |
| LMT | Lockheed Martin Corp | $129.99万 | 0.51% | 2,500 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer | $129.93万 | 0.51% | 50,050 | 0 | 0.0% | — | 不变 |
| SPYI | Neos S And P 500 High Income ETF | $121.66万 | 0.48% | 22,679 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Mid Cap ETF | $115.21万 | 0.46% | 11,000 | 0 | 0.0% | — | 不变 |
| QYLD | Global X Nasdaq 100 Covered Call ETF | $112.47万 | 0.44% | 62,034 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo Co New | $110.30万 | 0.44% | 15,000 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp. | $107.88万 | 0.43% | 5,800 | 4,050 | 231.4% | $75.33万 | 加仓 |
| NKE | Nike Inc Class B Com | $105.86万 | 0.42% | 25,003 | -7,643 | -23.4% | -$32.36万 | 减仓 |
| COST | Costco Wholesale | $101.66万 | 0.40% | 984 | 0 | 0.0% | — | 不变 |
| DVY | iShares Select Dividend ETF | $98.77万 | 0.39% | 6,496 | 0 | 0.0% | — | 不变 |
| — | ExxonMobil | $98.52万 | 0.39% | 6,500 | 1,500 | 30.0% | $22.74万 | 加仓 |
| NFLX | Netflix Com Inc Com | $91.06万 | 0.36% | 10,400 | 1,200 | 13.0% | $10.51万 | 加仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $90.89万 | 0.36% | 16,250 | 0 | 0.0% | — | 不变 |
| RSG | Republic Services | $90.12万 | 0.36% | 4,425 | 0 | 0.0% | — | 不变 |
| CCI | Crown Castle Intl | $89.62万 | 0.35% | 10,000 | -6,000 | -37.5% | -$53.77万 | 减仓 |
| QQQ | Invsc QQQ Trust SRS 1 ETF IV | $89.34万 | 0.35% | 1,250 | 750 | 150.0% | $53.60万 | 加仓 |
| VXUS | Vanguard Total Interntl Stock ETF IV | $83.93万 | 0.33% | 9,865 | 0 | 0.0% | — | 不变 |
| MCD | Mcdonald S Corp | $82.71万 | 0.33% | 3,000 | 1,000 | 50.0% | $27.57万 | 加仓 |
| MU | Micron Technology | $80.36万 | 0.32% | 1,000 | 1,000 | — | $80.36万 | 新建仓 |
| CAT | Caterpillar | $72.91万 | 0.29% | 808 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 Com | $72.16万 | 0.29% | 4,200 | 1,950 | 86.7% | $33.50万 | 加仓 |
| DIS | Walt Disney | $67.32万 | 0.27% | 6,418 | 0 | 0.0% | — | 不变 |
| ITB | iShares TR US Home (cons Etf) | $66.73万 | 0.26% | 7,500 | 0 | 0.0% | — | 不变 |
| IWO | iShares Russell (2000 Growth Etf) | $62.15万 | 0.25% | 1,683 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase | $54.17万 | 0.21% | 1,804 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $50.47万 | 0.20% | 1,500 | 0 | 0.0% | — | 不变 |
| PH | Parker-Hannifin Corp | $49.85万 | 0.20% | 565 | 0 | 0.0% | — | 不变 |
| MDT | Medtronic PLC | $45.73万 | 0.18% | 6,000 | 0 | 0.0% | — | 不变 |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | $45.24万 | 0.18% | 20,000 | 20,000 | — | $45.24万 | 新建仓 |
| CRSP | Crispr Therapeutics | $44.84万 | 0.18% | 8,500 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp | $44.32万 | 0.18% | 1,500 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation ETF | $41.64万 | 0.16% | 1,821 | 0 | 0.0% | — | 不变 |
| NLY | Annaly Capital MGMT REIT | $40.41万 | 0.16% | 18,237 | 541 | 3.1% | $1.20万 | 加仓 |
| GPIX | Goldman Sachs S P 500 Cre PRM ETF IV | $32.50万 | 0.13% | 5,889 | 0 | 0.0% | — | 不变 |
| NFJ | Virtus Divid Int & P | $31.19万 | 0.12% | 21,421 | 21,421 | — | $31.19万 | 新建仓 |
| AFB | Alliancebernstein NTNL M | $30.25万 | 0.12% | 27,175 | 27,175 | — | $30.25万 | 新建仓 |
| RKT | Rocket Companies Cla A Class A | $27.68万 | 0.11% | 20,000 | 20,000 | — | $27.68万 | 新建仓 |
| LNG | Cheniere Energy Inc | $25.13万 | 0.10% | 1,050 | 450 | 75.0% | $10.77万 | 加仓 |
| EEM | iShares MSCI Emerging Markets ETF | $24.87万 | 0.10% | 3,700 | -75 | -2.0% | -$5,041 | 减仓 |
| SNPE | DBX ETF TR Xtrackers (S&P) | $22.60万 | 0.09% | 3,324 | 1,587 | 91.4% | $10.79万 | 加仓 |
| BUG | Global X Cybersecurity ETF | $15.25万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard Real Estate ETF | $13.18万 | 0.05% | 1,374 | 0 | 0.0% | — | 不变 |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | $12.84万 | 0.05% | 5,100 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $12.68万 | 0.05% | 479 | 0 | 0.0% | — | 不变 |
| — | Putnam Managed Mun | $12.56万 | 0.05% | 20,000 | 20,000 | — | $12.56万 | 新建仓 |
| HAL | Halliburton Co | $12.31万 | 0.05% | 3,000 | 3,000 | — | $12.31万 | 新建仓 |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF | $11.85万 | 0.05% | 4,600 | 0 | 0.0% | — | 不变 |
| CCJ | Cameco Corp F | $11.54万 | 0.05% | 1,000 | 1,000 | — | $11.54万 | 新建仓 |
| TOST | Toast Inc Class Class A | $11.16万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| COP | Conocophillips Com | $10.57万 | 0.04% | 900 | 900 | — | $10.57万 | 新建仓 |
| PLTR | Palantir Technologies In Class A | $10.40万 | 0.04% | 800 | -200 | -20.0% | -$2.60万 | 减仓 |
| COF | Capital One FC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZS | Zscaler Inc | $0 | 0.00% | 0 | -1,750 | -100.0% | -$29.91万 | 清仓 |
| PANW | Palo Alto Networks | $0 | 0.00% | 0 | -1,500 | -100.0% | -$24.42万 | 清仓 |
| V | Visa Inc Com CL A | $0 | 0.00% | 0 | -500 | -100.0% | -$16.21万 | 清仓 |
| CRWD | Crowdstrike HLDGS | $0 | 0.00% | 0 | -250 | -100.0% | -$10.29万 | 清仓 |