Jupiter Wealth Management LLC
CIK 1774207 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $250.0M
- Posisi
- 93
- Per tanggal
- 30 Juni 2026
#5.735 dari 9.443 berdasarkan nilai 13F · top 60.7%
Nilai portofolio QoQ: -1.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 54,00%
- Bobot 25 kepemilikan teratas
- 77,69%
- Posisi di atas 1%
- 27
- Jumlah posisi efektif
- 23,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,72% Perkiraan pembelian $7.413.960 · penjualan $4.320.376
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 72,7% masih dipegang
- Posisi baru
- 7
- Meningkat
- 17
- Menurun
- 17
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
26,7%
Communication Services
16,1%
Financial Services
8,5%
Retail
6,1%
Healthcare
4,8%
Financials
2,9%
Energy
2,0%
Industrials
1,9%
Packaging
1,7%
Real Estate
1,7%
Consumer Staples
1,2%
Consumer Discretionary
0,8%
Lainnya/Tidak terpetakan
25,7%
Portofolio lengkap 93 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $33.701.778 | 13,48% | 94.305 | $-4.626.841 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $15.301.936 | 6,12% | 52.882 | $-407.867 | Naik ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $14.182.379 | 5,67% | 70.880 | $-1.694.599 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $13.151.939 | 5,26% | 35.258 | $-1.145.085 | Turun ×2 | ||
| MS Morgan Stanley Common Stock | $12.293.015 | 4,92% | 58.807 | $1.194.891 | Naik ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $11.275.460 | 4,51% | 29.849 | $-1.321.601 | Turun ×1 | ||
| SPY SPY | $11.090.725 | 4,44% | 14.852 | $177.585 | Naik ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8.396.957 | 3,36% | 35.231 | $-1.402.819 | Turun ×1 | ||
| BRKA | $8.237.350 | 3,30% | 11 | $234.849 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $7.365.085 | 2,95% | 15.422 | $1.561.188 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $5.336.818 | 2,13% | 10.391 | $434.343 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $5.256.163 | 2,10% | 20.696 | $487.391 | |||
| XLE XLE | $5.149.652 | 2,06% | 96.962 | $-832.803 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $4.654.318 | 1,86% | 13.197 | $756.869 | Naik ×1 | ||
| JMST | $4.590.000 | 1,84% | 90.000 | $10.800 | |||
| CCK Crown Holdings, Inc. | $4.361.539 | 1,74% | 39.005 | $452.848 | |||
| BRKB | $4.255.817 | 1,70% | 8.505 | $126.469 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $4.109.201 | 1,64% | 7.295 | $-497.025 | Turun ×2 | ||
| C Citigroup, Inc. Common Stock | $3.401.028 | 1,36% | 24.300 | $670.828 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $3.173.157 | 1,27% | 1.595 | $887.774 | Naik ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $3.146.923 | 1,26% | 19.239 | $-302.310 | Turun ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3.034.110 | 1,21% | 3.000 | $167.850 | |||
| ITA ITA | $2.969.403 | 1,19% | 12.249 | $204.681 | |||
| XMMO | $2.943.422 | 1,18% | 17.300 | $36.849 | |||
| NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 | $2.820.385 | 1,13% | 240.237 | $43.243 | |||
| MPC Marathon Petroleum Corporation Common Stock | $2.556.700 | 1,02% | 10.000 | $65.800 | |||
| LLY Eli Lilly and Company Common Stock | $2.499.612 | 1,00% | 2.084 | $736.270 | Naik ×1 | ||
| NOBL | $2.184.062 | 0,87% | 38.890 | $121.531 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $2.085.468 | 0,83% | 36.600 | $361.004 | Naik ×1 | ||
| IWF | $1.855.100 | 0,74% | 14.940 | $-2.091 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1.773.300 | 0,71% | 13.800 | $207.690 | |||
| PEP PepsiCo, Inc. - Common Stock | $1.692.500 | 0,68% | 12.500 | $-173.375 | |||
| VOO | $1.539.141 | 0,62% | 2.241 | $9.860 | |||
| SCHD | $1.426.950 | 0,57% | 45.000 | $-1.800 | |||
| JPC Nuveen Preferred & Income Opportunities Fund | $1.329.616 | 0,53% | 168.733 | $-16.873 | |||
| MU Micron Technology, Inc. - Common Stock | $1.327.434 | 0,53% | 1.150 | $523.804 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $1.317.440 | 0,53% | 11.632 | $-211.819 | |||
| BG Bunge Limited Common Shares | $1.286.950 | 0,51% | 12.058 | $-232.599 | |||
| LMT Lockheed Martin Corporation Common Stock | $1.273.650 | 0,51% | 2.500 | $-26.200 | |||
| WFC Wells Fargo & Company Common Stock | $1.239.600 | 0,50% | 15.000 | $136.650 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.236.655 | 0,49% | 3.500 | $-159.985 | |||
| IWR | $1.213.520 | 0,49% | 11.000 | $61.380 | |||
| SPYI | $1.154.654 | 0,46% | 21.749 | $-61.961 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 77926X320) | $1.144.675 | 0,46% | 15.500 | Naik ×1 | |||
| QYLD Global X NASDAQ 100 Covered Call ETF | $1.143.287 | 0,46% | 62.034 | $18.611 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1.067.780 | 0,43% | 1.450 | $174.392 | Naik ×2 | ||
| NKE Nike, Inc. Common Stock | $1.026.373 | 0,41% | 25.003 | $-32.254 | |||
| GLD | $974.365 | 0,39% | 2.645 | $-810.058 | Turun ×2 | ||
| MCD McDonald's Corporation Common Stock | $946.085 | 0,38% | 3.500 | $118.985 | Naik ×2 | ||
| RSG Republic Services, Inc. Common Stock | $942.879 | 0,38% | 4.425 | $41.639 | |||
| PFE Pfizer, Inc. Common Stock | $935.508 | 0,37% | 38.850 | $-363.790 | Turun ×1 | ||
| DVY iShares Select Dividend ETF | $922.170 | 0,37% | 5.900 | $-65.482 | Turun ×1 | ||
| JEPI | $917.800 | 0,37% | 16.250 | $8.937 | |||
| XOM Exxon Mobil Corporation Common Stock | $888.680 | 0,36% | 6.500 | $-96.525 | |||
| CAT Caterpillar, Inc. Common Stock | $860.439 | 0,34% | 808 | $131.381 | |||
| COST Costco Wholesale Corporation - Common Stock | $822.278 | 0,33% | 879 | $-194.273 | Turun ×1 | ||
| ITB | $783.600 | 0,31% | 7.500 | $116.325 | |||
| CCI Crown Castle Inc. Common Stock | $757.300 | 0,30% | 10.000 | $-138.900 | |||
| PSX Phillips 66 Common Stock | $710.010 | 0,28% | 4.200 | $-11.634 | |||
| IWO | $663.035 | 0,27% | 1.683 | $41.537 | |||
| NFLX Netflix, Inc. - Common Stock | $656.880 | 0,26% | 9.200 | $-253.744 | Turun ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $649.995 | 0,26% | 1.500 | $206.835 | |||
| APH Amphenol Corporation Common Stock | $617.120 | 0,25% | 3.500 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $590.503 | 0,24% | 1.804 | $48.852 | |||
| VXUS Vanguard Total International Stock ETF | $586.889 | 0,23% | 6.865 | $-252.425 | Turun ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $552.638 | 0,22% | 565 | $54.099 | |||
| AMGN Amgen Inc. - Common Stock | $543.180 | 0,22% | 1.500 | $38.505 | |||
| MDT Medtronic plc. Ordinary Shares | $469.380 | 0,19% | 6.000 | $12.120 | |||
| CRSP CRISPR Therapeutics AG - Common Shares | $463.590 | 0,19% | 8.500 | $15.215 | |||
| SCHI | $452.800 | 0,18% | 20.000 | $400 | |||
| VIG | $430.885 | 0,17% | 1.821 | $14.459 | |||
| DIS Walt Disney Company (The) Common Stock | $420.901 | 0,17% | 4.373 | $-252.347 | Turun ×1 | ||
| GEV GE Vernova Inc. Common Stock | $411.201 | 0,16% | 350 | ||||
| NLY Annaly Capital Management Inc. Common Stock | $407.789 | 0,16% | 18.237 | $3.647 | |||
| IVV | $374.445 | 0,15% | 500 | Naik ×1 | |||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $327.252 | 0,13% | 5.889 | $2.238 | |||
| NFJ Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest | $325.393 | 0,13% | 21.421 | $13.496 | |||
| AFB AllianceBernstein National Municipal Income Fund Inc | $310.068 | 0,12% | 27.175 | $7.609 | |||
| IBM International Business Machines Corporation Common Stock | $281.210 | 0,11% | 1.000 | Naik ×1 | |||
| EEM | $253.117 | 0,10% | 3.700 | $4.440 | |||
| CVX Chevron Corporation Common Stock | $248.640 | 0,10% | 1.500 | $-830.160 | Turun ×1 | ||
| HAL Halliburton Company Common Stock | $237.650 | 0,10% | 7.000 | $114.590 | Naik ×1 | ||
| SNPE | $228.891 | 0,09% | 3.324 | $2.892 | |||
| COF Capital One Financial Corporation Common Stock | $200.620 | 0,08% | 1.000 | ||||
| TOST Toast, Inc. Class A Common Stock | $194.740 | 0,08% | 7.000 | $83.090 | Naik ×1 | ||
| BUG Global X Cybersecurity ETF | $190.950 | 0,08% | 5.000 | $38.450 | |||
| LNG Cheniere Energy, Inc. Common Stock | $143.406 | 0,06% | 600 | $-107.943 | Turun ×1 | ||
| PMM Putnam Managed Municipal Income Trust Common Stock | $130.800 | 0,05% | 20.000 | $5.200 | |||
| UNP Union Pacific Corporation Common Stock | $130.288 | 0,05% | 479 | $3.521 | |||
| IBDX | $128.469 | 0,05% | 5.100 | $51 | |||
| IBDY | $118.427 | 0,05% | 4.600 | $-23 | |||
| CASS Cass Information Systems, Inc - Common Stock | $102.640 | 0,04% | 2.000 | Naik ×1 | |||
| CCJ Cameco Corporation Common Stock | $101.860 | 0,04% | 1.000 | $-13.530 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| GOOGL | Dipangkas | -893 | -$4.6M |
| NVDA | Beli lebih banyak | +575 | -$1.7M |
| TSM | Beli lebih banyak | +905 | +$1.6M |
| AMZN | Dipangkas | -1K | -$1.4M |
| AVGO | Dipangkas | -375 | -$1.3M |
| MS | Beli lebih banyak | +2K | +$1.2M |
| MSFT | Dipangkas | -25 | -$1.1M |
| ASML | Beli lebih banyak | +150 | +$888K |
| XLE | Dipangkas | -7K | -$833K |
| CVX | Dipangkas | -4K | -$830K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IBIT | 31 Maret 2025 | 56.750 | $3.010.588 | |
| XMMO | 31 Maret 2025 | 18.980 | $2.344.599 | Tidak lagi dilacak |
| PHM | 31 Des. 2025 | 10.900 | $1.440.217 | 12,7% |
| PHM | 31 Maret 2025 | 12.902 | $1.405.028 | 28,5% |
| KBH | 31 Maret 2025 | 18.891 | $1.241.517 | -2,0% |
| KBH | 31 Des. 2025 | 18.500 | $1.177.340 | 1,0% |
| LEN | 31 Des. 2025 | 8.400 | $1.058.736 | -13,6% |
| LEN | 31 Maret 2025 | 6.367 | $868.268 | -22,6% |
| PSX | 31 Maret 2025 | 7.359 | $838.411 | 96,6% |
| JEPQ | 31 Maret 2025 | 12.000 | $676.560 | |
| KRE | 31 Maret 2025 | 10.000 | $603.500 | Tidak lagi dilacak |
| ETH | 31 Des. 2025 | 15.000 | $587.700 | Tidak lagi dilacak |
| VXF | 31 Maret 2025 | 2.907 | $552.272 | Tidak lagi dilacak |
| XLF | 31 Des. 2025 | 10.000 | $538.700 | Tidak lagi dilacak |
| CVS | 31 Des. 2025 | 7.000 | $527.730 | 20,5% |
| CCJ | 31 Maret 2025 | 10.000 | $513.900 | 136,5% |
| IFF | 31 Maret 2025 | 6.000 | $507.300 | 7,5% |
| XLF | 31 Maret 2025 | 10.000 | $483.300 | Tidak lagi dilacak |
| WM | 31 Maret 2025 | 2.250 | $454.028 | -2,0% |
| CCJ | 30 Sep. 2025 | 6.000 | $453.600 | 16,1% |
| ADBE | 31 Maret 2025 | 1.000 | $444.680 | -29,4% |
| ORCL | 30 Sep. 2025 | 1.750 | $427.315 | -50,5% |
| ASML | 31 Maret 2025 | 600 | $415.848 | 167,2% |
| BILL | 31 Des. 2025 | 7.000 | $370.790 | -9,6% |
| CROX | 31 Des. 2025 | 4.375 | $365.531 | 50,7% |
| IBTF | 31 Des. 2025 | 14.300 | $334.120 | Tidak lagi dilacak |
| GEV | 31 Maret 2025 | 1.000 | $328.930 | 220,0% |
| CMG | 31 Des. 2025 | 8.000 | $313.520 | -5,3% |
| ZTS | 31 Maret 2025 | 1.905 | $310.382 | -53,2% |
| COF | 31 Maret 2026 | 1.500 | $310.335 | 22,9% |
| ZS | 31 Maret 2026 | 1.750 | $299.075 | 31,0% |
| INSM | 31 Des. 2025 | 2.000 | $288.020 | -26,0% |
| RKT | 30 Juni 2026 | 20.000 | $276.800 | -5,7% |
| AMGN | 31 Maret 2025 | 1.000 | $260.640 | 40,9% |
| CVX | 31 Maret 2025 | 1.700 | $246.228 | 23,8% |
| PANW | 31 Maret 2026 | 1.500 | $244.215 | 124,0% |
| DD | 30 Juni 2025 | 3.000 | $206.760 | 385,7% |
| CPNG | 30 Juni 2025 | 6.597 | $179.175 | -46,1% |
| HOOD | 31 Des. 2025 | 1.160 | $166.089 | -17,5% |
| V | 31 Maret 2026 | 500 | $162.090 | 21,8% |
| VNQ | 30 Juni 2026 | 1.374 | $131.753 | Tidak lagi dilacak |
| NOW | 30 Sep. 2025 | 150 | $129.495 | -32,9% |
| DHI | 31 Des. 2025 | 750 | $127.103 | 6,1% |
| PH | 31 Maret 2025 | 190 | $120.846 | 70,9% |
| CRWD | 31 Maret 2025 | 350 | $119.756 | -43,1% |
| AI | 30 Juni 2025 | 5.000 | $115.900 | -60,1% |
| IBIT | 31 Des. 2025 | 1.760 | $114.400 | |
| COP | 30 Juni 2026 | 900 | $105.660 | 26,2% |
| PLTR | 30 Juni 2026 | 800 | $104.040 | 46,6% |
| CRWD | 31 Maret 2026 | 250 | $102.885 | -48,6% |