Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/15 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 88
- 較 2021 年第 1 季 +2
- 總值
- $2.12 億
- 較 2021 年第 1 季 +$1,794 萬 (+9.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 38,005 | $1,056 萬 | 5.0% | +267+0.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 70,322 | $963.1 萬 | 4.5% | +256+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 55,139 | $857.6 萬 | 4.0% | +354+0.6% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 126,718 | $705.1 萬 | 3.3% | +1,114+0.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 17,067 | $683.4 萬 | 3.2% | −80.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,636 | $667.4 萬 | 3.1% | +60+0.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 28,029 | $582.9 萬 | 2.7% | +139+0.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 106,304 | $563.4 萬 | 2.7% | +1,299+1.2% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 184,594 | $557.3 萬 | 2.6% | +1,330+0.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 134,176 | $553.2 萬 | 2.6% | +697+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 37,435 | $548.8 萬 | 2.6% | +586+1.6% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 45,813 | $541.9 萬 | 2.6% | +370+0.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 24,360 | $535.7 萬 | 2.5% | +131+0.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,853 | $525.8 萬 | 2.5% | +52+0.4% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 80,955 | $512.3 萬 | 2.4% | +657+0.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 63,336 | $493.0 萬 | 2.3% | +610+1.0% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 13,506 | $490.8 萬 | 2.3% | +170+1.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 85,217 | $461.1 萬 | 2.2% | +1,387+1.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 27,047 | $445.6 萬 | 2.1% | +281+1.0% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 18,627 | $422.4 萬 | 2.0% | +18,627 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 39,081 | $409.3 萬 | 1.9% | +557+1.4% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 73,798 | $396.0 萬 | 1.9% | +573+0.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,302 | $360.4 萬 | 1.7% | +149+1.3% | 加碼 | 歷史 |
| BPBP PLC | ADR | 135,560 | $358.1 萬 | 1.7% | +2,299+1.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 40,576 | $348.2 萬 | 1.6% | +613+1.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 14,207 | $343.4 萬 | 1.6% | −3,844−21.3% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 66,262 | $339.5 萬 | 1.6% | +670+1.0% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 36,855 | $333.1 萬 | 1.6% | +324+0.9% | 加碼 | 歷史 |
| HPHelmerich & Payne, Inc. | COM | 78,558 | $256.3 萬 | 1.2% | +1,169+1.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 29,101 | $226.3 萬 | 1.1% | +5,723+24.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,780 | $200.3 萬 | 0.9% | +112+0.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 23,352 | $194.8 萬 | 0.9% | +166+0.7% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 48,178 | $180.3 萬 | 0.9% | +386+0.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 31,522 | $176.6 萬 | 0.8% | +538+1.7% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 17,049 | $175.4 萬 | 0.8% | +126+0.7% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 26,139 | $174.7 萬 | 0.8% | +216+0.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 44,242 | $173.3 萬 | 0.8% | +762+1.8% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 28,861 | $172.7 萬 | 0.8% | +260+0.9% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 32,538 | $171.2 萬 | 0.8% | +1,147+3.7% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 11,227 | $168.9 萬 | 0.8% | +91+0.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,096 | $163.2 萬 | 0.8% | +126+1.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,826 | $157.7 萬 | 0.7% | +76+1.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 15,598 | $154.6 萬 | 0.7% | +299+2.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 53,227 | $153.2 萬 | 0.7% | +1,337+2.6% | 加碼 | 歷史 |
| KRKroger Co | Stock | 38,339 | $146.9 萬 | 0.7% | +38,339 | 新進 | 歷史 |
| SOSouthern Co | Stock | 23,413 | $141.7 萬 | 0.7% | +328+1.4% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 22,268 | $141.1 萬 | 0.7% | +275+1.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,697 | $139.9 萬 | 0.7% | +52+1.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 22,127 | $139.6 萬 | 0.7% | +771+3.6% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 29,131 | $138.9 萬 | 0.7% | +413+1.4% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 66,053 | $130.6 萬 | 0.6% | +149+0.2% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 36,968 | $126.0 萬 | 0.6% | −97−0.3% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 44,757 | $125.2 萬 | 0.6% | +891+2.0% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 27,498 | $124.5 萬 | 0.6% | +371+1.4% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 20,750 | $121.4 萬 | 0.6% | +432+2.1% | 加碼 | 歷史 |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 28,030 | $108.8 萬 | 0.5% | +848+3.1% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 10,205 | $104.5 萬 | 0.5% | −21−0.2% | 減碼 | – |
| GGNGAMCO Global Gold, Natural Resources & Income Trust | COM SH BEN INT | 240,268 | $96.1 萬 | 0.5% | +328+0.1% | 加碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 50,856 | $79.3 萬 | 0.4% | +214+0.4% | 加碼 | 歷史 |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 62,556 | $71.6 萬 | 0.3% | +356+0.6% | 加碼 | 歷史 |
| THQabrdn Healthcare Opportunities Fund | SHS | 30,403 | $70.2 萬 | 0.3% | +24+0.1% | 加碼 | 歷史 |
| AVKAdvent Convertible & Income Fund | COM | 35,309 | $68.0 萬 | 0.3% | +39+0.1% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 35,494 | $67.3 萬 | 0.3% | +45+0.1% | 加碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 53,537 | $67.2 萬 | 0.3% | +146+0.3% | 加碼 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 64,834 | $65.9 萬 | 0.3% | +51+0.1% | 加碼 | 歷史 |
| IGRCbre Global Real Estate Income Fund | COM | 71,113 | $62.7 萬 | 0.3% | +180+0.3% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 87,724 | $59.2 萬 | 0.3% | +423+0.5% | 加碼 | 歷史 |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 45,108 | $59.1 萬 | 0.3% | +205+0.5% | 加碼 | 歷史 |
| BLWBlackRock Ltd Duration Income Trust | COM SHS | 34,414 | $58.6 萬 | 0.3% | +176+0.5% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,763 | $55.4 萬 | 0.3% | +2,238+34.3% | 加碼 | – |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | COM | 19,988 | $55.4 萬 | 0.3% | +87+0.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,527 | $48.9 萬 | 0.2% | −14−0.2% | 減碼 | – |
| TDFTempleton Dragon Fund Inc | COM | 19,447 | $46.1 萬 | 0.2% | +77+0.4% | 加碼 | 歷史 |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 26,482 | $45.1 萬 | 0.2% | +26,482 | 新進 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 27,949 | $44.6 萬 | 0.2% | +150+0.5% | 加碼 | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 26,974 | $43.9 萬 | 0.2% | +136+0.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 13,129 | $43.2 萬 | 0.2% | +70+0.5% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 13,247 | $42.9 萬 | 0.2% | +59+0.4% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 10,879 | $42.8 萬 | 0.2% | +60+0.6% | 加碼 | – |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 24,629 | $40.7 萬 | 0.2% | +174+0.7% | 加碼 | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 14,566 | $38.3 萬 | 0.2% | −136−0.9% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,513 | $37.3 萬 | 0.2% | +37+0.8% | 加碼 | – |
| STEWSRH Total Return Fund, Inc. | COM | 26,659 | $36.1 萬 | 0.2% | −69−0.3% | 減碼 | 歷史 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 26,825 | $27.4 萬 | 0.1% | −183−0.7% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,848 | $25.8 萬 | 0.1% | −26−0.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 569 | $22.4 萬 | 0.1% | −4−0.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 830 | $22.3 萬 | 0.1% | −13−1.5% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,495 | $21.8 萬 | 0.1% | +1,495 | 新進 | – |
2021 年第 1 季之後清倉（2 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。