Stolper Co
- SEC CIK
- 0001808195
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/14。SEC
- 持股檔數
- 91
- 較 2026 年第 1 季 −2
- 總值
- $3.87 億
- 較 2026 年第 1 季 +$3,482.2 萬 (+9.9%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 39,843 | $1,993.7 萬 | 5.15% | −43,796−52.4% | 減碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 55,195 | $1,806.7 萬 | 4.66% | +211+0.4% | 加碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 58,187 | $1,683.7 萬 | 4.35% | +656+1.1% | 加碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 44,833 | $1,584.1 萬 | 4.09% | −3,799−7.8% | 減碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 12,420 | $1,256.1 萬 | 3.24% | −7,127−36.5% | 減碼 | 查看 |
| BNYBANK OF NY MELLON CORP COM | Stock | 80,034 | $1,157.4 萬 | 2.99% | +42,134+111.2% | 加碼 | 查看 |
| OKEONEOK INC NEW | COM | 132,282 | $1,150.1 萬 | 2.97% | −115,925−46.7% | 減碼 | 查看 |
| AEPAMERICAN ELEC PWR CO INC COM | Stock | 83,895 | $1,147.8 萬 | 2.96% | +2,721+3.4% | 加碼 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 93,845 | $1,102.3 萬 | 2.85% | +92,215+5,657.4% | 加碼 | 查看 |
| COFCAPITAL ONE FINL CORP COM | Stock | 50,972 | $1,022.6 萬 | 2.64% | +1,907+3.9% | 加碼 | 查看 |
| BACBANK OF AMER CORP COM | Stock | 176,763 | $1,007.2 萬 | 2.60% | +97,255+122.3% | 加碼 | 查看 |
| ALSNALLISON TRANSMISSION HLDGS INC COM | Stock | 85,388 | $962.7 萬 | 2.49% | +3,118+3.8% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 56,778 | $941.2 萬 | 2.43% | +2,107+3.9% | 加碼 | 查看 |
| AFLAFLAC INC COM | Stock | 79,106 | $927.5 萬 | 2.39% | +1,416+1.8% | 加碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 35,608 | $904.3 萬 | 2.33% | +1,361+4.0% | 加碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 108,584 | $882.5 萬 | 2.28% | −16,575−13.2% | 減碼 | 查看 |
| NFGNATIONAL FUEL GAS CO COM | Stock | 108,024 | $834.1 萬 | 2.15% | +108,024 | 新進 | 查看 |
| PSXPHILLIPS 66 COM | Stock | 48,609 | $821.7 萬 | 2.12% | +4,908+11.2% | 加碼 | 查看 |
| UNPUNION PAC CORP COM | Stock | 30,202 | $821.5 萬 | 2.12% | +15,230+101.7% | 加碼 | 查看 |
| NOCNORTHROP GRUMMAN CORP COM | Stock | 15,908 | $810.2 萬 | 2.09% | +14,563+1,082.8% | 加碼 | 查看 |
| DVADAVITA INC | COM | 34,820 | $774.7 萬 | 2.00% | −2,346−6.3% | 減碼 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 18,531 | $770.2 萬 | 1.99% | −43,893−70.3% | 減碼 | 查看 |
| DHID R HORTON INC | COM | 41,568 | $677.1 萬 | 1.75% | +14,706+54.7% | 加碼 | 查看 |
| DVNDEVON ENERGY CORP NEW COM | Stock | 161,439 | $667.1 萬 | 1.72% | +118,322+274.4% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 17,093 | $637.6 萬 | 1.65% | −12,780−42.8% | 減碼 | 查看 |
| GPCGENUINE PARTS CO COM | Stock | 49,179 | $580.2 萬 | 1.50% | +42,802+671.2% | 加碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 15,883 | $560.2 萬 | 1.45% | −28,346−64.1% | 減碼 | 查看 |
| MSMORGAN STANLEY COM NEW | Stock | 23,635 | $494.1 萬 | 1.28% | +6,193+35.5% | 加碼 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 16,248 | $456.9 萬 | 1.18% | +3,648+29.0% | 加碼 | 查看 |
| UPSUNITED PARCEL SVCS INC CL B | Stock | 39,135 | $420.7 萬 | 1.09% | +26,954+221.3% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 31,675 | $407 萬 | 1.05% | +24,128+319.7% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 15,019 | $377.9 萬 | 0.98% | +413+2.8% | 加碼 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 12,122 | $361.3 萬 | 0.93% | +10,451+625.4% | 加碼 | 查看 |
| XOMEXXONMOBIL HOLDINGS CORP COM SHS | Stock | 25,234 | $345 萬 | 0.89% | +25,234 | 新進 | 查看 |
| EVRGEVERGY INC COM | Stock | 36,490 | $315.4 萬 | 0.81% | +26,096+251.1% | 加碼 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 17,188 | $310.9 萬 | 0.80% | −45,607−72.6% | 減碼 | 查看 |
| USBUS BANCORP | COM NEW | 50,668 | $306 萬 | 0.79% | +22,814+81.9% | 加碼 | 查看 |
| MOALTRIA GROUP INC COM | Stock | 41,966 | $301.9 萬 | 0.78% | +632+1.5% | 加碼 | 查看 |
| CNICANADIAN NATL RY CO COM | Stock | 25,286 | $301.5 萬 | 0.78% | +25,286 | 新進 | 查看 |
| CVSCVS HEALTH CORP COM | Stock | 27,604 | $285.6 萬 | 0.74% | −77,967−73.9% | 減碼 | 查看 |
| TAT&T INC COM | Stock | 133,346 | $276 萬 | 0.71% | −40,055−23.1% | 減碼 | 查看 |
| ADXADAMS DIVERSIFIED EQUITY FD | COM | 107,587 | $274.9 萬 | 0.71% | +3,912+3.8% | 加碼 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 5,392 | $274.7 萬 | 0.71% | −82−1.5% | 減碼 | 查看 |
| SOSOUTHERN CO COM | Stock | 27,617 | $264.3 萬 | 0.68% | −26,882−49.3% | 減碼 | 查看 |
| METMETLIFE INC COM | Stock | 31,169 | $263.7 萬 | 0.68% | +164+0.5% | 加碼 | 查看 |
| DLRDIGITAL RLTY TR INC | COM | 14,009 | $251.6 萬 | 0.65% | −96,898−87.4% | 減碼 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 31,962 | $247.8 萬 | 0.64% | −2,207−6.5% | 減碼 | 查看 |
| TTETOTALENERGIES SE | ACT | 31,294 | $243.3 萬 | 0.63% | +144+0.5% | 加碼 | 查看 |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 56,657 | $239.9 萬 | 0.62% | −15,114−21.1% | 減碼 | 查看 |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 24,913 | $239.1 萬 | 0.62% | +4,814+24.0% | 加碼 | 查看 |
| PLDPROLOGIS INC. COM | REIT | 17,543 | $237.7 萬 | 0.61% | −7,301−29.4% | 減碼 | 查看 |
| STAGSTAG INDUSTRIAL INC | COM | 61,659 | $234.7 萬 | 0.61% | +3,526+6.1% | 加碼 | 查看 |
| PPLPPL CORP | COM | 62,080 | $225.7 萬 | 0.58% | +44,925+261.9% | 加碼 | 查看 |
| TYTRI CONTL CORP | COM | 65,324 | $224.8 萬 | 0.58% | +46,874+254.1% | 加碼 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 7,903 | $213.6 萬 | 0.55% | +6,808+621.7% | 加碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 14,159 | $207.6 萬 | 0.54% | −32,604−69.7% | 減碼 | 查看 |
| TGTTARGET CORP COM | Stock | 14,527 | $189.7 萬 | 0.49% | −4,904−25.2% | 減碼 | 查看 |
| ISHARES TR464288448 | INTL SEL DIV ETF | 37,656 | $156 萬 | 0.40% | +33,076+722.2% | 加碼 | – |
| PFEPFIZER INC COM | Stock | 63,611 | $153.2 萬 | 0.40% | +30,553+92.4% | 加碼 | 查看 |
| GDVGABELLI DIVID & INCOME TR | COM | 43,288 | $127.3 萬 | 0.33% | +9,437+27.9% | 加碼 | 查看 |
| JQCNUVEEN CR STRATEGIES INCOME | COM SHS | 260,346 | $126.5 萬 | 0.33% | +235,438+945.2% | 加碼 | 查看 |
| AODABRDN TOTAL DYNAMIC DIVIDEND | COM SH BEN INT | 104,186 | $107.4 萬 | 0.28% | +3,218+3.2% | 加碼 | 查看 |
| RVTROYCE SMALL CAP TRUST INC | COM | 56,794 | $104.9 萬 | 0.27% | +42,951+310.3% | 加碼 | 查看 |
| MEGIMAINSTAY CBRE GBL INFRSTR ME | COM | 68,556 | $104.2 萬 | 0.27% | +60,652+767.4% | 加碼 | 查看 |
| BSTBLACKROCK SCIENCE & TECHNOLO | SHS | 19,378 | $98.3 萬 | 0.25% | −42,150−68.5% | 減碼 | 查看 |
| NIEVIRTUS EQUITY & CONV INCM FD | COM | 34,455 | $92.5 萬 | 0.24% | −3,270−8.7% | 減碼 | 查看 |
| BTZBLACKROCK CR ALLOCATION | COM | 87,774 | $89.7 萬 | 0.23% | +22,002+33.5% | 加碼 | 查看 |
| BGRBLACKROCK ENERGY & RES TR | COM | 58,102 | $86.1 萬 | 0.22% | +58,102 | 新進 | 查看 |
| AVKADVENT CONV & INCOME FD | COM | 65,745 | $86.1 萬 | 0.22% | +2,719+4.3% | 加碼 | 查看 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886 | ETF | 18,962 | $86 萬 | 0.22% | −7,273−27.7% | 減碼 | – |
| BCXBLACKROCK RES & COMMODITIES | SHS | 72,889 | $82.4 萬 | 0.21% | +54,103+288.0% | 加碼 | 查看 |
| BOEBLACKROCK ENHANCED GLOBAL | COM | 66,870 | $80.8 萬 | 0.21% | −4,087−5.8% | 減碼 | 查看 |
| THQTEKLA HEALTHCARE OPPORTUNITI | SHS | 39,612 | $74.2 萬 | 0.19% | +1,332+3.5% | 加碼 | 查看 |
| INVESCO EXCHANGE TRADED FD T46137V563 | HIG YLD EQ DIV | 31,869 | $73.9 萬 | 0.19% | +18,108+131.6% | 加碼 | – |
| BGBBLACKSTONE STRATEGIC CRED 20 | COM SHS BEN IN | 64,513 | $72.9 萬 | 0.19% | +38,582+148.8% | 加碼 | 查看 |
| BGYBLACKROCK ENHANCED INTL DIV | COM BENE INTER | 122,752 | $70.5 萬 | 0.18% | +122,752 | 新進 | 查看 |
| BDJBLACKROCK ENHANCED EQUITY DI | COM | 68,503 | $65.6 萬 | 0.17% | +3,841+5.9% | 加碼 | 查看 |
| FFCFLAHERTY & CRUMRIN PFD & INM | COM | 35,383 | $57.6 萬 | 0.15% | +10,108+40.0% | 加碼 | 查看 |
| GHYPGIM GLOBAL HIGH YIELD FD FO | COM | 45,789 | $55.4 萬 | 0.14% | −20,649−31.1% | 減碼 | 查看 |
| ISDPGIM HIGH YIELD BOND FUND IN | COM | 42,229 | $55.2 萬 | 0.14% | −85,509−66.9% | 減碼 | 查看 |
| PDXPIMCO DYNAMIC INCOME STRATEG | COM SHS BEN INT | 26,047 | $54.2 萬 | 0.14% | −14,310−35.5% | 減碼 | 查看 |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 4,580 | $44.2 萬 | 0.11% | −11,410−71.4% | 減碼 | – |
| GAMGENERAL AMERN INVS CO INC | COM | 6,307 | $40.2 萬 | 0.10% | −35,854−85.0% | 減碼 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 469 | $32.2 萬 | 0.08% | −30,620−98.5% | 減碼 | – |
| STEWSRH TOTAL RETURN FUND INC | COM | 17,596 | $31.5 萬 | 0.08% | 00.0% | 不變 | 查看 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF808524300 | ETF | 9,170 | $31 萬 | 0.08% | −7,829−46.1% | 減碼 | – |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704 | ETF | 1,643 | $30.4 萬 | 0.08% | −30,072−94.8% | 減碼 | – |
| CETCENTRAL SECS CORP | COM | 4,477 | $23.5 萬 | 0.06% | 00.0% | 不變 | 查看 |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 2,798 | $23.2 萬 | 0.06% | +2,798 | 新進 | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 2,802 | $21.6 萬 | 0.06% | +2,802 | 新進 | – |
| ETVEATON VANCE TAX-MANAGED BUY- | COM | 10,394 | $15.5 萬 | 0.04% | −3,257−23.9% | 減碼 | 查看 |
2026 年第 1 季 之後清倉（9 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| NUVEEN DOW 30 DYNAMIC OVERWR67075F105 | SHS | 14,709 | $1,003.5 萬 | 2.85% |
| ADMARCHER DANIELS MIDLAND CO COM | Stock | 130,864 | $379.4 萬 | 1.08% |
| XOMEXXON MOBIL CORP | COM | 36,010 | $295 萬 | 0.84% |
| TTETOTAL SE | SPONSORED ADS | 49,684 | $258.4 萬 | 0.73% |
| QCOMQUALCOMM INC COM | Stock | 58,680 | $224.2 萬 | 0.64% |
| VVISA INC COM CL A | Stock | 2,799 | $84.6 萬 | 0.24% |
| XYLXYLEM INC | COM | 3,189 | $38.1 萬 | 0.11% |
| VRSKVERISK ANALYTICS INC | COM | 1,766 | $33.5 萬 | 0.10% |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506 | ETF | 9,170 | $26.7 萬 | 0.08% |