Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/14 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 86
- 較 2021 年第 4 季 0
- 總值
- $2.36 億
- 較 2021 年第 4 季 +$1,168 萬 (+5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 37,367 | $1,319 萬 | 5.6% | −400−1.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 66,246 | $1,157 萬 | 4.9% | −3,058−4.4% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 125,257 | $884.7 萬 | 3.7% | −827−0.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,843 | $858.9 萬 | 3.6% | −19−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 55,392 | $755.1 萬 | 3.2% | +576+1.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,253 | $716.9 萬 | 3.0% | −61−0.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 43,302 | $705.1 萬 | 3.0% | +4,093+10.4% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 182,124 | $661.1 萬 | 2.8% | +341+0.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 24,086 | $658.1 萬 | 2.8% | −29−0.1% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 13,506 | $604.0 萬 | 2.6% | +30+0.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 27,509 | $590.0 萬 | 2.5% | −54−0.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 104,788 | $584.3 萬 | 2.5% | +270.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 87,733 | $543.9 萬 | 2.3% | +1,411+1.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 131,802 | $543.3 萬 | 2.3% | +72+0.1% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 82,997 | $528.9 萬 | 2.2% | +10,270+14.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 63,013 | $521.3 萬 | 2.2% | +394+0.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 39,258 | $510.4 萬 | 2.2% | +1,666+4.4% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 44,777 | $493.4 萬 | 2.1% | +305+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 27,191 | $481.9 萬 | 2.0% | +282+1.0% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 74,548 | $480.0 萬 | 2.0% | +1,327+1.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,668 | $451.2 萬 | 1.9% | +133+1.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 41,314 | $356.9 萬 | 1.5% | +4,993+13.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,338 | $339.4 萬 | 1.4% | +72+0.6% | 加碼 | 歷史 |
| HPHelmerich & Payne, Inc. | COM | 79,267 | $339.1 萬 | 1.4% | +13,466+20.5% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 66,618 | $330.6 萬 | 1.4% | +485+0.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,332 | $297.2 萬 | 1.3% | +350+1.9% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 38,252 | $285.0 萬 | 1.2% | +1,919+5.3% | 加碼 | 歷史 |
| LZBLa-Z-Boy Inc | COM | 102,533 | $270.4 萬 | 1.1% | +102,533 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 30,748 | $252.3 萬 | 1.1% | +4,721+18.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,642 | $244.8 萬 | 1.0% | +786+2.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 47,193 | $244.3 萬 | 1.0% | +1,562+3.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 23,990 | $242.8 萬 | 1.0% | +538+2.3% | 加碼 | 歷史 |
| KRKroger Co | Stock | 40,715 | $233.6 萬 | 1.0% | +1,240+3.1% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 123,188 | $227.2 萬 | 1.0% | +6,330+5.4% | 加碼 | 歷史 |
| AMBPArdagh Metal Packaging S.A. | SHS | 276,902 | $225.1 萬 | 1.0% | +139,450+101.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 44,002 | $224.1 萬 | 0.9% | +6,736+18.1% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 30,499 | $214.3 萬 | 0.9% | +932+3.2% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 23,840 | $208.4 萬 | 0.9% | +23,840 | 新進 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 49,860 | $206.2 萬 | 0.9% | +1,489+3.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 28,062 | $204.9 萬 | 0.9% | +936+3.5% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 24,662 | $195.9 萬 | 0.8% | +963+4.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,732 | $194.5 萬 | 0.8% | +374+3.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 81,324 | $192.2 萬 | 0.8% | +48,175+145.3% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 17,560 | $191.1 萬 | 0.8% | +9,852+127.8% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 18,436 | $189.6 萬 | 0.8% | +646+3.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 25,410 | $184.2 萬 | 0.8% | +991+4.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,120 | $181.9 萬 | 0.8% | +161+4.1% | 加碼 | 歷史 |
| SHELShell plc | ADR | 32,834 | $180.4 萬 | 0.8% | +32,834 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,286 | $180.2 萬 | 0.8% | +249+3.5% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,161 | $177.0 萬 | 0.7% | +774+3.5% | 加碼 | – |
| TYTRI-CONTINENTAL Corp | COM | 55,478 | $171.1 萬 | 0.7% | +3,092+5.9% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 11,922 | $169.1 萬 | 0.7% | +440+3.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 32,031 | $167.4 萬 | 0.7% | +2,229+7.5% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 31,608 | $159.7 萬 | 0.7% | +3,467+12.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,633 | $156.3 萬 | 0.7% | +631+3.9% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 50,154 | $143.2 萬 | 0.6% | +6,976+16.2% | 加碼 | 歷史 |
| IGRCbre Global Real Estate Income Fund | COM | 153,496 | $138.8 萬 | 0.6% | +9,187+6.4% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 38,128 | $121.1 萬 | 0.5% | −8,688−18.6% | 減碼 | – |
| ULUnilever PLC | SPON ADR NEW | 23,347 | $106.4 萬 | 0.5% | +6,966+42.5% | 加碼 | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 41,256 | $101.7 萬 | 0.4% | +5,389+15.0% | 加碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 63,928 | $80.3 萬 | 0.3% | +5,581+9.6% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,433 | $77.7 萬 | 0.3% | +650+6.6% | 加碼 | – |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 79,195 | $76.1 萬 | 0.3% | +5,610+7.6% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 43,648 | $74.2 萬 | 0.3% | +3,113+7.7% | 加碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 56,614 | $73.9 萬 | 0.3% | +56,614 | 新進 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 62,789 | $71.0 萬 | 0.3% | +3,811+6.5% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 112,249 | $69.4 萬 | 0.3% | +9,847+9.6% | 加碼 | 歷史 |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 57,021 | $68.5 萬 | 0.3% | +5,446+10.6% | 加碼 | 歷史 |
| AVKAdvent Convertible & Income Fund | COM | 43,146 | $67.6 萬 | 0.3% | +3,417+8.6% | 加碼 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 40,539 | $58.9 萬 | 0.2% | +3,850+10.5% | 加碼 | 歷史 |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 32,770 | $54.4 萬 | 0.2% | +2,416+8.0% | 加碼 | 歷史 |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | COM | 24,690 | $54.0 萬 | 0.2% | +2,231+9.9% | 加碼 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 16,729 | $50.9 萬 | 0.2% | +1,460+9.6% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 13,953 | $50.8 萬 | 0.2% | +1,248+9.8% | 加碼 | – |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 34,219 | $49.1 萬 | 0.2% | +3,010+9.6% | 加碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 35,719 | $47.8 萬 | 0.2% | +3,295+10.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,501 | $45.2 萬 | 0.2% | +40+0.6% | 加碼 | – |
| STEWSRH Total Return Fund, Inc. | COM | 26,478 | $39.3 萬 | 0.2% | +111+0.4% | 加碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 27,265 | $36.5 萬 | 0.2% | +3,423+14.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 671 | $27.9 萬 | 0.1% | +111+19.8% | 加碼 | – |
| GAMGeneral American Investors Co Inc | COM | 6,205 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,938 | $22.0 萬 | 0.1% | −18−0.6% | 減碼依 2 比 1 拆股換算 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 821 | $22.0 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,075 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,835 | $21.3 萬 | 0.1% | +25+0.7% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,515 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |
2021 年第 4 季之後清倉（4 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。