Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/8 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 82
- 較 2022 年第 1 季 −4
- 總值
- $2.13 億
- 較 2022 年第 1 季 −$2,286 萬 (−9.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 37,310 | $1,019 萬 | 4.8% | −57−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 66,128 | $904.1 萬 | 4.2% | −118−0.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,794 | $862.6 萬 | 4.0% | −49−0.3% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 126,266 | $700.8 萬 | 3.3% | +1,009+0.8% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 13,507 | $646.4 萬 | 3.0% | +10.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 43,902 | $635.6 萬 | 3.0% | +600+1.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 56,205 | $632.9 萬 | 3.0% | +813+1.5% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 182,088 | $596.9 萬 | 2.8% | −360.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,154 | $594.7 萬 | 2.8% | −99−0.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 40,137 | $566.7 萬 | 2.7% | +879+2.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 89,042 | $560.2 萬 | 2.6% | +1,309+1.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 24,018 | $512.3 萬 | 2.4% | −68−0.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 27,436 | $500.8 萬 | 2.3% | −73−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 27,218 | $483.1 萬 | 2.3% | +27+0.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 104,959 | $447.5 萬 | 2.1% | +171+0.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 63,185 | $441.5 萬 | 2.1% | +172+0.3% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 83,076 | $428.8 萬 | 2.0% | +79+0.1% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 44,842 | $424.1 萬 | 2.0% | +65+0.1% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 74,590 | $412.7 萬 | 1.9% | +42+0.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 131,841 | $410.4 萬 | 1.9% | +390.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,660 | $405.7 萬 | 1.9% | −8−0.1% | 減碼 | 歷史 |
| DVADavita Inc. | COM | 46,388 | $370.9 萬 | 1.7% | +46,388 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 41,435 | $339.7 萬 | 1.6% | +121+0.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,382 | $312.2 萬 | 1.5% | +44+0.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 31,395 | $286.2 萬 | 1.3% | +647+2.1% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 66,845 | $278.8 萬 | 1.3% | +227+0.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,622 | $269.9 萬 | 1.3% | −710−3.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 128,154 | $268.6 萬 | 1.3% | +46,830+57.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,343 | $259.9 萬 | 1.2% | +701+2.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 48,861 | $256.2 萬 | 1.2% | +1,668+3.5% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 38,447 | $254.5 萬 | 1.2% | +195+0.5% | 加碼 | 歷史 |
| LZBLa-Z-Boy Inc | COM | 102,468 | $243.0 萬 | 1.1% | −65−0.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 46,175 | $234.3 萬 | 1.1% | +2,173+4.9% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 24,782 | $229.6 萬 | 1.1% | +792+3.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 28,655 | $220.6 萬 | 1.0% | +593+2.1% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 17,548 | $199.5 萬 | 0.9% | −12−0.1% | 減碼 | 歷史 |
| KRKroger Co | Stock | 42,076 | $199.1 萬 | 0.9% | +1,361+3.3% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 31,691 | $199.0 萬 | 0.9% | +1,192+3.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 25,227 | $191.9 萬 | 0.9% | +1,387+5.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,261 | $190.7 萬 | 0.9% | +529+4.2% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 16,157 | $190.1 萬 | 0.9% | +16,157 | 新進 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 123,438 | $189.4 萬 | 0.9% | +250+0.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 26,462 | $188.7 萬 | 0.9% | +1,052+4.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,617 | $188.0 萬 | 0.9% | +331+4.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,297 | $184.8 萬 | 0.9% | +177+4.3% | 加碼 | 歷史 |
| SHELShell plc | ADR | 34,113 | $178.4 萬 | 0.8% | +1,279+3.9% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 33,074 | $174.1 萬 | 0.8% | +1,466+4.6% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 17,406 | $171.9 萬 | 0.8% | +773+4.6% | 加碼 | 歷史 |
| AMBPArdagh Metal Packaging S.A. | SHS | 276,781 | $168.8 萬 | 0.8% | −1210.0% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 19,142 | $167.4 萬 | 0.8% | +706+3.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,060 | $164.9 萬 | 0.8% | −101−0.4% | 減碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 12,518 | $162.5 萬 | 0.8% | +596+5.0% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 52,291 | $161.5 萬 | 0.8% | +2,431+4.9% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 25,772 | $153.8 萬 | 0.7% | +1,110+4.5% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 56,583 | $148.1 萬 | 0.7% | +1,105+2.0% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 53,026 | $143.9 萬 | 0.7% | +2,872+5.7% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 33,550 | $140.1 萬 | 0.7% | +1,519+4.7% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 25,280 | $115.9 萬 | 0.5% | +1,933+8.3% | 加碼 | 歷史 |
| IGRCbre Global Real Estate Income Fund | COM | 153,663 | $111.6 萬 | 0.5% | +167+0.1% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 38,138 | $103.6 萬 | 0.5% | +100.0% | 加碼 | – |
| GDVGabelli Dividend & Income Trust | COM | 41,574 | $85.0 萬 | 0.4% | +318+0.8% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,417 | $73.1 萬 | 0.3% | −16−0.2% | 減碼 | – |
| BTZBlackRock Credit Allocation Income Trust | COM | 64,308 | $70.0 萬 | 0.3% | +380+0.6% | 加碼 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 79,404 | $64.2 萬 | 0.3% | +209+0.3% | 加碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 56,691 | $63.3 萬 | 0.3% | +77+0.1% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 44,865 | $62.7 萬 | 0.3% | +1,217+2.8% | 加碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 62,909 | $61.5 萬 | 0.3% | +120+0.2% | 加碼 | 歷史 |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 57,215 | $60.2 萬 | 0.3% | +194+0.3% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 112,474 | $58.5 萬 | 0.3% | +225+0.2% | 加碼 | 歷史 |
| AVKAdvent Convertible & Income Fund | COM | 43,415 | $52.3 萬 | 0.2% | +269+0.6% | 加碼 | 歷史 |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 32,808 | $50.1 萬 | 0.2% | +38+0.1% | 加碼 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 40,756 | $49.4 萬 | 0.2% | +217+0.5% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 13,994 | $46.0 萬 | 0.2% | +41+0.3% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 16,770 | $45.3 萬 | 0.2% | +41+0.2% | 加碼 | – |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 34,314 | $42.2 萬 | 0.2% | +95+0.3% | 加碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 35,824 | $41.1 萬 | 0.2% | +105+0.3% | 加碼 | 歷史 |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | COM | 24,864 | $40.3 萬 | 0.2% | +174+0.7% | 加碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 27,635 | $39.4 萬 | 0.2% | +370+1.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,501 | $38.3 萬 | 0.2% | 00.0% | 不變 | – |
| STEWSRH Total Return Fund, Inc. | COM | 26,478 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 671 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| GAMGeneral American Investors Co Inc | COM | 6,205 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（6 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HPHelmerich & Payne, Inc. | COM | 79,267 | $339.1 萬 | 1.4% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,938 | $22.0 萬 | 0.1% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 821 | $22.0 萬 | 0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,075 | $21.4 萬 | 0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,835 | $21.3 萬 | 0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,515 | $20.8 萬 | 0.1% | – |