Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 85
- 較 2022 年第 4 季 0
- 總值
- $2.33 億
- 較 2022 年第 4 季 +$516.2 萬 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 40,513 | $1,251 萬 | 5.4% | +225+0.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 69,364 | $1,144 萬 | 4.9% | +242+0.4% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 129,025 | $819.8 萬 | 3.5% | +568+0.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,874 | $797.4 萬 | 3.4% | −16−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 60,042 | $782.4 萬 | 3.4% | +382+0.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 43,261 | $705.8 萬 | 3.0% | +197+0.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,246 | $699.0 萬 | 3.0% | +123+0.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 14,058 | $649.1 萬 | 2.8% | +30+0.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 69,391 | $644.8 萬 | 2.8% | +102+0.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 118,126 | $617.5 萬 | 2.6% | +257+0.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 96,787 | $600.4 萬 | 2.6% | +3,558+3.8% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 199,558 | $585.7 萬 | 2.5% | +502+0.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 29,150 | $565.5 萬 | 2.4% | +41+0.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 26,276 | $528.8 萬 | 2.3% | +367+1.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 49,181 | $511.5 萬 | 2.2% | +49,181 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 78,591 | $507.1 萬 | 2.2% | +135+0.2% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 50,059 | $494.8 萬 | 2.1% | +163+0.3% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 90,122 | $494.0 萬 | 2.1% | −3,646−3.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 14,511 | $474.7 萬 | 2.0% | +32+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 29,377 | $455.3 萬 | 2.0% | +60+0.2% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 44,844 | $454.6 萬 | 1.9% | +111+0.2% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 43,775 | $427.6 萬 | 1.8% | +83+0.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 144,545 | $413.4 萬 | 1.8% | +2,344+1.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 32,250 | $411.4 萬 | 1.8% | −1,570−4.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,684 | $374.3 萬 | 1.6% | +39+0.3% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 76,852 | $349.2 萬 | 1.5% | +286+0.4% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 42,446 | $344.3 萬 | 1.5% | +944+2.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 27,702 | $294.7 萬 | 1.3% | +43+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 25,868 | $283.7 萬 | 1.2% | +62+0.2% | 加碼 | 歷史 |
| LZBLa-Z-Boy Inc | COM | 94,531 | $274.9 萬 | 1.2% | +196+0.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,982 | $238.8 萬 | 1.0% | −98−0.6% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,583 | $230.5 萬 | 1.0% | −24,165−57.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 117,700 | $226.6 萬 | 1.0% | +1,875+1.6% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 23,565 | $206.9 萬 | 0.9% | +398+1.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,865 | $192.0 萬 | 0.8% | +82+1.2% | 加碼 | 歷史 |
| KRKroger Co | Stock | 37,797 | $186.6 萬 | 0.8% | +496+1.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,878 | $183.3 萬 | 0.8% | +42+1.1% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 14,685 | $183.2 萬 | 0.8% | +212+1.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 44,719 | $182.5 萬 | 0.8% | +620+1.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,217 | $181.7 萬 | 0.8% | +178+1.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25,890 | $179.4 萬 | 0.8% | +87+0.3% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 30,072 | $177.6 萬 | 0.8% | +370+1.2% | 加碼 | 歷史 |
| SHELShell plc | ADR | 30,148 | $173.5 萬 | 0.7% | +446+1.5% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 16,804 | $171.7 萬 | 0.7% | +165+1.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 43,783 | $170.3 萬 | 0.7% | +1,801+4.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 24,228 | $168.6 萬 | 0.7% | +407+1.7% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 28,999 | $168.0 萬 | 0.7% | +332+1.2% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 49,188 | $166.4 萬 | 0.7% | +816+1.7% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 36,687 | $163.7 萬 | 0.7% | +5,766+18.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 21,796 | $162.0 萬 | 0.7% | +211+1.0% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 32,314 | $158.4 萬 | 0.7% | +9,638+42.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,245 | $158.0 萬 | 0.7% | +282+1.8% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 96,638 | $150.3 萬 | 0.6% | −6,843−6.6% | 減碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 54,328 | $144.2 萬 | 0.6% | −3,054−5.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 13,578 | $142.7 萬 | 0.6% | +13,578 | 新進 | 歷史 |
| PPLPPL Corp | COM | 49,713 | $138.2 萬 | 0.6% | +1,159+2.4% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 24,927 | $129.4 萬 | 0.6% | +643+2.6% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 11,832 | $116.3 萬 | 0.5% | +262+2.3% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 224,019 | $114.5 萬 | 0.5% | −5,436−2.4% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 37,010 | $101.7 萬 | 0.4% | −1,141−3.0% | 減碼 | – |
| GDVGabelli Dividend & Income Trust | COM | 39,894 | $82.9 萬 | 0.4% | −1,713−4.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,515 | $78.8 萬 | 0.3% | −638−6.3% | 減碼 | – |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 71,402 | $65.3 萬 | 0.3% | +13,904+24.2% | 加碼 | 歷史 |
| AVKAdvent Convertible & Income Fund | COM | 56,434 | $65.2 萬 | 0.3% | −1,397−2.4% | 減碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 63,131 | $65.0 萬 | 0.3% | −1,529−2.4% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,394 | $63.6 萬 | 0.3% | −727−7.2% | 減碼 | – |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 76,353 | $61.7 萬 | 0.3% | −2,143−2.7% | 減碼 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 31,276 | $61.5 萬 | 0.3% | +2,468+8.6% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 43,671 | $59.3 萬 | 0.3% | −2,660−5.7% | 減碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 55,268 | $58.9 萬 | 0.3% | −1,273−2.3% | 減碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 61,777 | $58.9 萬 | 0.3% | −6,063−8.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 28,999 | $57.8 萬 | 0.2% | −2,610−8.3% | 減碼 | – |
| BSTBlackRock Science & Technology Trust | SHS | 17,750 | $57.4 萬 | 0.2% | −1,227−6.5% | 減碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 57,760 | $57.4 萬 | 0.2% | −4,844−7.7% | 減碼 | 歷史 |
| IGRCbre Global Real Estate Income Fund | COM | 91,931 | $48.8 萬 | 0.2% | −5,944−6.1% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 15,372 | $48.0 萬 | 0.2% | +1,352+9.6% | 加碼 | – |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 31,434 | $46.1 萬 | 0.2% | −814−2.5% | 減碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 43,531 | $46.1 萬 | 0.2% | +16,612+61.7% | 加碼 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 69,835 | $45.1 萬 | 0.2% | −1,409−2.0% | 減碼 | – |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 33,709 | $41.1 萬 | 0.2% | −762−2.2% | 減碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 35,293 | $38.7 萬 | 0.2% | −893−2.5% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,940 | $33.0 萬 | 0.1% | −1,561−24.0% | 減碼 | – |
| STEWSRH Total Return Fund, Inc. | COM | 19,595 | $24.1 萬 | 0.1% | −6,797−25.8% | 減碼 | 歷史 |
| GAMGeneral American Investors Co Inc | COM | 5,628 | $21.9 萬 | 0.1% | −741−11.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 540 | $20.3 萬 | 0.1% | −131−19.5% | 減碼 | – |
2022 年第 4 季之後清倉（2 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,504 | $20.4 萬 | 0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,075 | $20.4 萬 | 0.1% | – |