Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/11 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 85
- 較 2022 年第 3 季 +4
- 總值
- $2.28 億
- 較 2022 年第 3 季 +$2,516 萬 (+12.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 40,288 | $1,245 萬 | 5.5% | +2,573+6.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 69,122 | $898.1 萬 | 3.9% | +2,697+4.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,890 | $895.5 萬 | 3.9% | +85+0.5% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 128,457 | $844.0 萬 | 3.7% | −258−0.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 59,660 | $800.0 萬 | 3.5% | +1,875+3.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 43,064 | $773.0 萬 | 3.4% | −2,185−4.8% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 14,028 | $765.4 萬 | 3.4% | +433+3.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 93,229 | $593.0 萬 | 2.6% | +1,531+1.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 41,748 | $588.2 萬 | 2.6% | −34−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,123 | $578.5 萬 | 2.5% | +985+4.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 69,289 | $566.4 萬 | 2.5% | +5,373+8.4% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 78,456 | $564.4 萬 | 2.5% | +3,385+4.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 117,869 | $561.5 萬 | 2.5% | +11,761+11.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 25,909 | $536.5 萬 | 2.4% | +1,750+7.2% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 199,056 | $534.9 萬 | 2.3% | +15,425+8.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 29,317 | $517.9 萬 | 2.3% | +1,765+6.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 29,109 | $506.0 萬 | 2.2% | +1,521+5.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 14,479 | $497.2 萬 | 2.2% | +732+5.3% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 49,896 | $488.1 萬 | 2.1% | +4,534+10.0% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 93,768 | $472.5 萬 | 2.1% | +9,635+11.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 142,201 | $471.0 萬 | 2.1% | +9,299+7.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 44,733 | $465.6 萬 | 2.0% | +2,752+6.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,645 | $399.4 萬 | 1.8% | +1,130+9.8% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 43,692 | $389.5 萬 | 1.7% | +4,725+12.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 33,820 | $371.8 萬 | 1.6% | +33,820 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 76,566 | $348.5 萬 | 1.5% | +8,765+12.9% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 41,502 | $309.9 萬 | 1.4% | −5,238−11.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 27,659 | $306.9 萬 | 1.3% | −5,641−16.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 25,806 | $284.6 萬 | 1.2% | −5,782−18.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,080 | $243.7 萬 | 1.1% | −3,469−18.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 44,099 | $226.0 萬 | 1.0% | −7,237−14.1% | 減碼 | 歷史 |
| LZBLa-Z-Boy Inc | COM | 94,335 | $215.3 萬 | 0.9% | −9,028−8.7% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 115,825 | $213.2 萬 | 0.9% | −22,305−16.1% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 28,667 | $207.5 萬 | 0.9% | −5,018−14.9% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 21,585 | $201.2 萬 | 0.9% | −4,339−16.7% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 23,167 | $197.0 萬 | 0.9% | −4,108−15.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,836 | $186.6 萬 | 0.8% | −771−16.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25,803 | $185.7 萬 | 0.8% | −4,425−14.6% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 29,702 | $184.4 萬 | 0.8% | −5,954−16.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,039 | $182.5 萬 | 0.8% | −2,137−15.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,783 | $178.8 萬 | 0.8% | −1,315−16.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 23,821 | $170.1 萬 | 0.7% | −4,206−15.0% | 減碼 | 歷史 |
| SHELShell plc | ADR | 29,702 | $169.2 萬 | 0.7% | −6,880−18.8% | 減碼 | 歷史 |
| KRKroger Co | Stock | 37,301 | $166.3 萬 | 0.7% | −7,383−16.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 41,982 | $165.4 萬 | 0.7% | −8,314−16.5% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 14,473 | $163.2 萬 | 0.7% | −2,717−15.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 15,963 | $161.6 萬 | 0.7% | −2,827−15.0% | 減碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 48,372 | $156.3 萬 | 0.7% | −8,080−14.3% | 減碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 103,481 | $150.5 萬 | 0.7% | −23,491−18.5% | 減碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 57,382 | $147.1 萬 | 0.6% | −826−1.4% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 16,639 | $146.6 萬 | 0.6% | −1,383−7.7% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 48,554 | $141.9 萬 | 0.6% | −8,952−15.6% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 30,921 | $141.3 萬 | 0.6% | −5,660−15.5% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 24,284 | $122.3 萬 | 0.5% | −3,887−13.8% | 減碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 229,455 | $116.8 萬 | 0.5% | −9,048−3.8% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 11,570 | $116.0 萬 | 0.5% | −2,028−14.9% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 22,676 | $107.0 萬 | 0.5% | −6,159−21.4% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 38,151 | $103.6 萬 | 0.5% | −1,312−3.3% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,153 | $88.8 萬 | 0.4% | −12,836−55.8% | 減碼 | – |
| GDVGabelli Dividend & Income Trust | COM | 41,607 | $85.8 萬 | 0.4% | −1,084−2.5% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,121 | $71.4 萬 | 0.3% | −447−4.2% | 減碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 67,840 | $67.6 萬 | 0.3% | +67,840 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 31,609 | $65.4 萬 | 0.3% | +31,609 | 新進 | – |
| BTZBlackRock Credit Allocation Income Trust | COM | 64,660 | $65.3 萬 | 0.3% | −2,339−3.5% | 減碼 | 歷史 |
| AVKAdvent Convertible & Income Fund | COM | 57,831 | $63.0 萬 | 0.3% | +57,831 | 新進 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 46,331 | $61.4 萬 | 0.3% | −673−1.4% | 減碼 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 78,496 | $61.2 萬 | 0.3% | −3,773−4.6% | 減碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 56,541 | $59.8 萬 | 0.3% | −2,122−3.6% | 減碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 62,604 | $59.8 萬 | 0.3% | −2,114−3.3% | 減碼 | 歷史 |
| IGRCbre Global Real Estate Income Fund | COM | 97,875 | $56.1 萬 | 0.2% | −60,555−38.2% | 減碼 | 歷史 |
| BSTBlackRock Science & Technology Trust | SHS | 18,977 | $53.8 萬 | 0.2% | −538−2.8% | 減碼 | 歷史 |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 57,498 | $52.5 萬 | 0.2% | −2,030−3.4% | 減碼 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 28,808 | $52.5 萬 | 0.2% | −1,078−3.6% | 減碼 | 歷史 |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 32,248 | $50.0 萬 | 0.2% | −1,647−4.9% | 減碼 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 71,244 | $48.4 萬 | 0.2% | +71,244 | 新進 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 14,020 | $42.8 萬 | 0.2% | −502−3.5% | 減碼 | – |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 34,471 | $40.9 萬 | 0.2% | −1,226−3.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,501 | $40.1 萬 | 0.2% | 00.0% | 不變 | – |
| GHYPGIM Global High Yield Fund, Inc. | COM | 36,186 | $39.2 萬 | 0.2% | −1,155−3.1% | 減碼 | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 26,392 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 26,919 | $27.5 萬 | 0.1% | −2,268−7.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 671 | $23.6 萬 | 0.1% | 00.0% | 不變 | – |
| GAMGeneral American Investors Co Inc | COM | 6,369 | $23.0 萬 | 0.1% | +164+2.6% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,504 | $20.4 萬 | 0.1% | +1,504 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,075 | $20.4 萬 | 0.1% | +2,075 | 新進 | – |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。