Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/7 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 81
- 較 2022 年第 2 季 −1
- 總值
- $2.03 億
- 較 2022 年第 2 季 −$1,020 萬 (−4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 37,715 | $1,007 萬 | 5.0% | +405+1.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 66,425 | $918.0 萬 | 4.5% | +297+0.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,805 | $848.7 萬 | 4.2% | +11+0.1% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 128,715 | $659.5 萬 | 3.2% | +2,449+1.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 45,249 | $650.1 萬 | 3.2% | +1,347+3.1% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 13,595 | $639.4 萬 | 3.2% | +88+0.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 57,785 | $603.9 萬 | 3.0% | +1,580+2.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,138 | $538.9 萬 | 2.7% | −16−0.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 91,698 | $513.7 萬 | 2.5% | +2,656+3.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 41,782 | $496.4 萬 | 2.4% | +1,645+4.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 24,159 | $470.7 萬 | 2.3% | +141+0.6% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 183,631 | $457.6 萬 | 2.3% | +1,543+0.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 27,552 | $450.1 萬 | 2.2% | +334+1.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 27,588 | $445.7 萬 | 2.2% | +152+0.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 106,108 | $424.4 萬 | 2.1% | +1,149+1.1% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 75,071 | $421.9 萬 | 2.1% | +481+0.6% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 45,362 | $412.4 萬 | 2.0% | +520+1.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,747 | $402.9 萬 | 2.0% | +87+0.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 132,902 | $401.4 萬 | 2.0% | +1,061+0.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 63,916 | $390.3 萬 | 1.9% | +731+1.2% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 46,740 | $386.9 萬 | 1.9% | +352+0.8% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 84,133 | $369.6 萬 | 1.8% | +1,057+1.3% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 41,981 | $338.9 萬 | 1.7% | +546+1.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,515 | $317.7 萬 | 1.6% | +133+1.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 33,300 | $286.8 萬 | 1.4% | +1,905+6.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 31,588 | $275.8 萬 | 1.4% | +1,245+4.1% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 38,967 | $262.4 萬 | 1.3% | +520+1.4% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 67,801 | $261.2 萬 | 1.3% | +956+1.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,549 | $248.9 萬 | 1.2% | +927+5.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 25,924 | $247.2 萬 | 1.2% | +1,142+4.6% | 加碼 | 歷史 |
| LZBLa-Z-Boy Inc | COM | 103,363 | $233.3 萬 | 1.1% | +895+0.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 51,336 | $224.6 萬 | 1.1% | +2,475+5.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 27,275 | $215.5 萬 | 1.1% | +2,048+8.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 30,228 | $214.9 萬 | 1.1% | +1,573+5.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 138,130 | $211.9 萬 | 1.0% | +9,976+7.8% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 33,685 | $204.7 萬 | 1.0% | +1,994+6.3% | 加碼 | 歷史 |
| KRKroger Co | Stock | 44,684 | $195.5 萬 | 1.0% | +2,608+6.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 50,296 | $191.0 萬 | 0.9% | +4,121+8.9% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 28,027 | $190.6 萬 | 0.9% | +1,565+5.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,098 | $186.9 萬 | 0.9% | +481+6.3% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 126,972 | $185.0 萬 | 0.9% | +3,534+2.9% | 加碼 | 歷史 |
| SHELShell plc | ADR | 36,582 | $182.0 萬 | 0.9% | +2,469+7.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,176 | $179.0 萬 | 0.9% | +915+6.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,607 | $178.0 萬 | 0.9% | +310+7.2% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 17,190 | $174.7 萬 | 0.9% | +1,033+6.4% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 35,656 | $165.9 萬 | 0.8% | +2,582+7.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,989 | $165.6 萬 | 0.8% | −71−0.3% | 減碼 | – |
| STAGSTAG Industrial, Inc. | COM | 56,452 | $160.5 萬 | 0.8% | +4,161+8.0% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 20,733 | $156.1 萬 | 0.8% | +1,591+8.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 18,790 | $156.0 萬 | 0.8% | +1,384+8.0% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 58,208 | $148.8 萬 | 0.7% | +1,625+2.9% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 36,581 | $147.7 萬 | 0.7% | +3,031+9.0% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 57,506 | $145.8 萬 | 0.7% | +4,480+8.4% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 18,022 | $144.2 萬 | 0.7% | +474+2.7% | 加碼 | 歷史 |
| AMBPArdagh Metal Packaging S.A. | SHS | 280,632 | $135.8 萬 | 0.7% | +3,851+1.4% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 13,598 | $134.9 萬 | 0.7% | +1,080+8.6% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 28,171 | $123.5 萬 | 0.6% | +2,891+11.4% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 238,503 | $121.9 萬 | 0.6% | +126,029+112.1% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 28,835 | $121.2 萬 | 0.6% | +3,063+11.9% | 加碼 | 歷史 |
| IGRCbre Global Real Estate Income Fund | COM | 158,430 | $91.4 萬 | 0.5% | +4,767+3.1% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 39,463 | $88.9 萬 | 0.4% | +1,325+3.5% | 加碼 | – |
| GDVGabelli Dividend & Income Trust | COM | 42,691 | $79.9 萬 | 0.4% | +1,117+2.7% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,568 | $69.2 萬 | 0.3% | +151+1.4% | 加碼 | – |
| BTZBlackRock Credit Allocation Income Trust | COM | 66,999 | $63.9 萬 | 0.3% | +2,691+4.2% | 加碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 58,663 | $62.4 萬 | 0.3% | +1,972+3.5% | 加碼 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 29,886 | $60.7 萬 | 0.3% | +29,886 | 新進 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 47,004 | $59.0 萬 | 0.3% | +2,139+4.8% | 加碼 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 82,269 | $58.7 萬 | 0.3% | +2,865+3.6% | 加碼 | 歷史 |
| BSTBlackRock Science & Technology Trust | SHS | 19,515 | $57.3 萬 | 0.3% | +19,515 | 新進 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 64,718 | $57.0 萬 | 0.3% | +1,809+2.9% | 加碼 | 歷史 |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 59,528 | $54.0 萬 | 0.3% | +2,313+4.0% | 加碼 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 42,657 | $46.1 萬 | 0.2% | +1,901+4.7% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 14,522 | $46.0 萬 | 0.2% | +528+3.8% | 加碼 | – |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 33,895 | $45.7 萬 | 0.2% | +1,087+3.3% | 加碼 | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 35,697 | $41.2 萬 | 0.2% | +1,383+4.0% | 加碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 37,341 | $39.5 萬 | 0.2% | +1,517+4.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,501 | $34.2 萬 | 0.2% | 00.0% | 不變 | – |
| STEWSRH Total Return Fund, Inc. | COM | 26,392 | $28.7 萬 | 0.1% | −86−0.3% | 減碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 29,187 | $27.2 萬 | 0.1% | +1,552+5.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 671 | $22.0 萬 | 0.1% | 00.0% | 不變 | – |
| GAMGeneral American Investors Co Inc | COM | 6,205 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（3 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。