Jupiter Wealth Management LLC
GLENDALE CO · SEC CIK 0001774207
$2.50亿2026Q2 申报市值
93持仓数
54.0%前十大占比 · 第一大 13.5%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DRAM 新建仓+$114.47万
APH 新建仓+$61.71万
TSM 加仓+$43.22万
LLY 加仓+$41.74万
GEV 新建仓+$41.12万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$556.53万
CVX 减仓-$71.28万
GLD 减仓-$55.26万
XLE 减仓-$36.36万
GOOGL 减仓-$31.91万
2026Q2 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 | $3,370.18万 | 13.48% | 94,305 | -893 | -0.9% | -$31.91万 | 减仓 |
| AAPL | Apple Inc Com | $1,530.19万 | 6.12% | 52,882 | 318 | 0.6% | $9.20万 | 加仓 |
| NVDA | Nvidia Corporation | $1,418.24万 | 5.67% | 70,880 | 575 | 0.8% | $11.51万 | 加仓 |
| MSFT | Microsoft | $1,315.19万 | 5.26% | 35,258 | -25 | -0.1% | -$9,325 | 减仓 |
| MS | Morgan Stanley Com | $1,229.30万 | 4.92% | 58,807 | 1,550 | 2.7% | $32.40万 | 加仓 |
| AVGO | Broadcom Inc Com | $1,127.55万 | 4.51% | 29,849 | -375 | -1.2% | -$14.17万 | 减仓 |
| SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | $1,109.07万 | 4.44% | 14,852 | 150 | 1.0% | $11.20万 | 加仓 |
| AMZN | Amazon.Com Inc | $839.70万 | 3.36% | 35,231 | -1,047 | -2.9% | -$24.95万 | 减仓 |
| BRK/A | Berkshire Hathaway | $823.74万 | 3.30% | 11 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor | $736.51万 | 2.95% | 15,422 | 905 | 6.2% | $43.22万 | 加仓 |
| MA | Mastercard Inc CL A | $533.68万 | 2.13% | 10,391 | 399 | 4.0% | $20.49万 | 加仓 |
| JNJ | Johnson & Johnson | $525.62万 | 2.10% | 20,696 | 0 | 0.0% | — | 不变 |
| XLE | Energy Select Sector SPDR ETF IV | $514.97万 | 2.06% | 96,962 | -6,846 | -6.6% | -$36.36万 | 减仓 |
| HD | Home Depot | $465.43万 | 1.86% | 13,197 | 315 | 2.4% | $11.11万 | 加仓 |
| JMST | JPMorgan Ultra SHRT Muncipl Incm ETF | $459.00万 | 1.84% | 90,000 | 0 | 0.0% | — | 不变 |
| CCK | Crown HLDGS Inc Com | $436.15万 | 1.74% | 39,005 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway | $425.58万 | 1.70% | 8,505 | 0 | 0.0% | — | 不变 |
| META | Facebook Inc-Class A | $410.92万 | 1.64% | 7,295 | -175 | -2.3% | -$9.86万 | 减仓 |
| C | Citigroup Inc | $340.10万 | 1.36% | 24,300 | 2,300 | 10.5% | $32.19万 | 加仓 |
| ASML | Asml Holding NV | $317.32万 | 1.27% | 1,595 | 150 | 10.4% | $29.84万 | 加仓 |
| AMT | American Tower Corp | $314.69万 | 1.26% | 19,239 | -599 | -3.0% | -$9.80万 | 减仓 |
| GS | Goldman Sachs Group | $303.41万 | 1.21% | 3,000 | 0 | 0.0% | — | 不变 |
| ITA | iShares US Aerospace Defense ETF | $296.94万 | 1.19% | 12,249 | 0 | 0.0% | — | 不变 |
| XMMO | Invesco S & P Midcap Momentum ETF | $294.34万 | 1.18% | 17,300 | 0 | 0.0% | — | 不变 |
| XNEAX | Nuveen Amt Free QLTY | $282.04万 | 1.13% | 240,237 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum | $255.67万 | 1.02% | 10,000 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly And Co | $249.96万 | 1.00% | 2,084 | 348 | 20.0% | $41.74万 | 加仓 |
| NOBL | ProShares Trust S&P (500 Divid Aristocrats Etf) | $218.41万 | 0.87% | 38,890 | 0 | 0.0% | — | 不变 |
| BAC | BK Of America Corp | $208.55万 | 0.83% | 36,600 | 2,000 | 5.8% | $11.40万 | 加仓 |
| IWF | iShares Russell 1000 Growth ETF | $185.51万 | 0.74% | 14,940 | -44,820 | -75.0% | -$556.53万 | 减仓 |
| MRK | Merck & Co Inc New | $177.33万 | 0.71% | 13,800 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Inc | $169.25万 | 0.68% | 12,500 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard S&P 500 ETF | $153.91万 | 0.62% | 2,241 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab US Dividend Equity ETF | $142.69万 | 0.57% | 45,000 | 0 | 0.0% | — | 不变 |
| JPC | Nuveen Preferred Income | $132.96万 | 0.53% | 168,733 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology | $132.74万 | 0.53% | 1,150 | 150 | 15.0% | $17.31万 | 加仓 |
| WMT | Wal-Mart | $131.74万 | 0.53% | 11,632 | 0 | 0.0% | — | 不变 |
| BG | Bunge Global SA F | $128.69万 | 0.51% | 12,058 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp | $127.36万 | 0.51% | 2,500 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo Co New | $123.96万 | 0.50% | 15,000 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Inc | $123.67万 | 0.49% | 3,500 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Mid Cap ETF | $121.35万 | 0.49% | 11,000 | 0 | 0.0% | — | 不变 |
| SPYI | Neos S And P 500 High Income ETF | $115.47万 | 0.46% | 21,749 | -930 | -4.1% | -$4.94万 | 减仓 |
| DRAM | Roundhill Memory ETF | $114.47万 | 0.46% | 15,500 | 15,500 | — | $114.47万 | 新建仓 |
| QYLD | Global X Nasdaq 100 Covered Call ETF | $114.33万 | 0.46% | 62,034 | 0 | 0.0% | — | 不变 |
| QQQ | Invsc QQQ Trust SRS 1 ETF IV | $106.78万 | 0.43% | 1,450 | 200 | 16.0% | $14.73万 | 加仓 |
| NKE | Nike Inc Class B Com | $102.64万 | 0.41% | 25,003 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Trust | $97.44万 | 0.39% | 2,645 | -1,500 | -36.2% | -$55.26万 | 减仓 |
| MCD | Mcdonald S Corp | $94.61万 | 0.38% | 3,500 | 500 | 16.7% | $13.52万 | 加仓 |
| RSG | Republic Services | $94.29万 | 0.38% | 4,425 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer | $93.55万 | 0.37% | 38,850 | -11,200 | -22.4% | -$26.97万 | 减仓 |
| DVY | iShares Select Dividend ETF | $92.22万 | 0.37% | 5,900 | -596 | -9.2% | -$9.32万 | 减仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $91.78万 | 0.37% | 16,250 | 0 | 0.0% | — | 不变 |
| — | ExxonMobil | $88.87万 | 0.36% | 6,500 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar | $86.04万 | 0.34% | 808 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale | $82.23万 | 0.33% | 879 | -105 | -10.7% | -$9.82万 | 减仓 |
| ITB | iShares TR US Home (cons Etf) | $78.36万 | 0.31% | 7,500 | 0 | 0.0% | — | 不变 |
| CCI | Crown Castle Intl | $75.73万 | 0.30% | 10,000 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 Com | $71.00万 | 0.28% | 4,200 | 0 | 0.0% | — | 不变 |
| IWO | iShares Russell (2000 Growth Etf) | $66.30万 | 0.27% | 1,683 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Com Inc Com | $65.69万 | 0.26% | 9,200 | -1,200 | -11.5% | -$8.57万 | 减仓 |
| LRCX | Lam Research Corp | $65.00万 | 0.26% | 1,500 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corp New Class A | $61.71万 | 0.25% | 3,500 | 3,500 | — | $61.71万 | 新建仓 |
| JPM | JPMorgan Chase | $59.05万 | 0.24% | 1,804 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total Interntl Stock ETF IV | $58.69万 | 0.23% | 6,865 | -3,000 | -30.4% | -$25.65万 | 减仓 |
| PH | Parker-Hannifin Corp | $55.26万 | 0.22% | 565 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $54.32万 | 0.22% | 1,500 | 0 | 0.0% | — | 不变 |
| MDT | Medtronic PLC | $46.94万 | 0.19% | 6,000 | 0 | 0.0% | — | 不变 |
| CRSP | Crispr Therapeutics | $46.36万 | 0.19% | 8,500 | 0 | 0.0% | — | 不变 |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | $45.28万 | 0.18% | 20,000 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation ETF | $43.09万 | 0.17% | 1,821 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney | $42.09万 | 0.17% | 4,373 | -2,045 | -31.9% | -$19.68万 | 减仓 |
| GEV | GE Vernova Inc | $41.12万 | 0.16% | 350 | 350 | — | $41.12万 | 新建仓 |
| NLY | Annaly Capital MGMT REIT | $40.78万 | 0.16% | 18,237 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P (500 Etf) | $37.44万 | 0.15% | 500 | 500 | — | $37.44万 | 新建仓 |
| GPIX | Goldman Sachs S P 500 Cre PRM ETF IV | $32.73万 | 0.13% | 5,889 | 0 | 0.0% | — | 不变 |
| NFJ | Virtus Divid Int & P | $32.54万 | 0.13% | 21,421 | 0 | 0.0% | — | 不变 |
| AFB | Alliancebernstein NTNL M | $31.01万 | 0.12% | 27,175 | 0 | 0.0% | — | 不变 |
| IBM | IBM Corp | $28.12万 | 0.11% | 1,000 | 1,000 | — | $28.12万 | 新建仓 |
| EEM | iShares MSCI Emerging Markets ETF | $25.31万 | 0.10% | 3,700 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp. | $24.86万 | 0.10% | 1,500 | -4,300 | -74.1% | -$71.28万 | 减仓 |
| HAL | Halliburton Co | $23.77万 | 0.10% | 7,000 | 4,000 | 133.3% | $13.58万 | 加仓 |
| SNPE | DBX ETF TR Xtrackers (S&P) | $22.89万 | 0.09% | 3,324 | 0 | 0.0% | — | 不变 |
| COF | Capital One FC | $20.06万 | 0.08% | 1,000 | -500 | -33.3% | -$10.03万 | 重新持有 |
| TOST | Toast Inc Class Class A | $19.47万 | 0.08% | 7,000 | 2,000 | 40.0% | $5.56万 | 加仓 |
| BUG | Global X Cybersecurity ETF | $19.09万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| LNG | Cheniere Energy Inc | $14.34万 | 0.06% | 600 | -450 | -42.9% | -$10.76万 | 减仓 |
| — | Putnam Managed Mun | $13.08万 | 0.05% | 20,000 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $13.03万 | 0.05% | 479 | 0 | 0.0% | — | 不变 |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | $12.85万 | 0.05% | 5,100 | 0 | 0.0% | — | 不变 |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF | $11.84万 | 0.05% | 4,600 | 0 | 0.0% | — | 不变 |
| CASS | Cass Information SYS Inc | $10.26万 | 0.04% | 2,000 | 2,000 | — | $10.26万 | 新建仓 |
| CCJ | Cameco Corp F | $10.19万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| RKT | Rocket Companies Cla A Class A | $0 | 0.00% | 0 | -20,000 | -100.0% | -$27.68万 | 清仓 |
| VNQ | Vanguard Real Estate ETF | $0 | 0.00% | 0 | -1,374 | -100.0% | -$13.18万 | 清仓 |
| COP | Conocophillips Com | $0 | 0.00% | 0 | -900 | -100.0% | -$10.57万 | 清仓 |
| PLTR | Palantir Technologies In Class A | $0 | 0.00% | 0 | -800 | -100.0% | -$10.40万 | 清仓 |