Jupiter Wealth Management LLC 13F 持仓 · 2026年Q2
Jupiter Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 93 只证券,申报市值合计 2.50 亿美元。前几大持仓:GOOGL(13.48%)、AAPL(6.12%)、NVDA(5.67%)。本季前 25 大持仓中:增持 9 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | $33.7M | 13.48% | 94,305 | 减持 |
| 2 | AAPL | Apple Inc Com | $15.3M | 6.12% | 52,882 | 增持 |
| 3 | NVDA | Nvidia Corporation | $14.2M | 5.67% | 70,880 | 增持 |
| 4 | MSFT | Microsoft | $13.2M | 5.26% | 35,258 | 减持 |
| 5 | MS | Morgan Stanley Com | $12.3M | 4.92% | 58,807 | 增持 |
| 6 | AVGO | Broadcom Inc Com | $11.3M | 4.51% | 29,849 | 减持 |
| 7 | SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | $11.1M | 4.44% | 14,852 | 增持 |
| 8 | AMZN | Amazon.Com Inc | $8.4M | 3.36% | 35,231 | 减持 |
| 9 | BRK/A | Berkshire Hathaway | $8.2M | 3.30% | 11 | 持平 |
| 10 | TSM | Taiwan Semiconductor | $7.4M | 2.95% | 15,422 | 增持 |
| 11 | MA | Mastercard Inc CL A | $5.3M | 2.13% | 10,391 | 增持 |
| 12 | JNJ | Johnson & Johnson | $5.3M | 2.10% | 20,696 | 持平 |
| 13 | XLE | Energy Select Sector SPDR ETF IV | $5.1M | 2.06% | 96,962 | 减持 |
| 14 | HD | Home Depot | $4.7M | 1.86% | 13,197 | 增持 |
| 15 | JMST | JPMorgan Ultra SHRT Muncipl Incm ETF | $4.6M | 1.84% | 90,000 | 持平 |
| 16 | CCK | Crown HLDGS Inc Com | $4.4M | 1.74% | 39,005 | 持平 |
| 17 | BRKB | Berkshire Hathaway | $4.3M | 1.70% | 8,505 | 持平 |
| 18 | META | Facebook Inc-Class A | $4.1M | 1.64% | 7,295 | 减持 |
| 19 | C | Citigroup Inc | $3.4M | 1.36% | 24,300 | 增持 |
| 20 | ASML | Asml Holding NV | $3.2M | 1.27% | 1,595 | 增持 |
| 21 | AMT | American Tower Corp | $3.1M | 1.26% | 19,239 | 减持 |
| 22 | GS | Goldman Sachs Group | $3.0M | 1.21% | 3,000 | 持平 |
| 23 | ITA | iShares US Aerospace Defense ETF | $3.0M | 1.19% | 12,249 | 持平 |
| 24 | XMMO | Invesco S & P Midcap Momentum ETF | $2.9M | 1.18% | 17,300 | 持平 |
| 25 | NEA | Nuveen Amt Free QLTY | $2.8M | 1.13% | 240,237 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR