Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/10 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 85
- 較 2023 年第 1 季 0
- 總值
- $2.38 億
- 較 2023 年第 1 季 +$425.2 萬 (+1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 40,111 | $1,368 萬 | 5.8% | −402−1.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 68,121 | $1,321 萬 | 5.6% | −1,243−1.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 60,019 | $872.9 萬 | 3.7% | −230.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,627 | $799.2 萬 | 3.4% | −247−1.5% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 127,546 | $787.2 萬 | 3.3% | −1,479−1.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 47,637 | $749.6 萬 | 3.2% | +4,376+10.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 56,840 | $676.9 萬 | 2.8% | −12,551−18.1% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 13,952 | $635.9 萬 | 2.7% | −106−0.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 118,018 | $610.6 萬 | 2.6% | −108−0.1% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 197,928 | $607.8 萬 | 2.6% | −1,630−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,776 | $605.3 萬 | 2.5% | −6,470−26.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 48,748 | $589.7 萬 | 2.5% | −433−0.9% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 49,898 | $583.1 萬 | 2.5% | −161−0.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 96,057 | $578.5 萬 | 2.4% | −730−0.8% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 78,021 | $544.6 萬 | 2.3% | −570−0.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 26,109 | $534.2 萬 | 2.2% | −167−0.6% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 28,789 | $516.0 萬 | 2.2% | −361−1.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 173,952 | $499.1 萬 | 2.1% | +29,407+20.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 29,288 | $484.8 萬 | 2.0% | −89−0.3% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 89,848 | $478.5 萬 | 2.0% | −274−0.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,798 | $445.0 萬 | 1.9% | −713−4.9% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 35,258 | $429.1 萬 | 1.8% | −8,517−19.5% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 44,665 | $426.0 萬 | 1.8% | −179−0.4% | 減碼 | 歷史 |
| DVADavita Inc. | COM | 42,091 | $422.9 萬 | 1.8% | −355−0.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,655 | $393.1 萬 | 1.7% | −29−0.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 32,137 | $382.6 萬 | 1.6% | −113−0.4% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 76,934 | $342.5 萬 | 1.4% | +82+0.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 27,305 | $315.1 萬 | 1.3% | −397−1.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 25,459 | $273.0 萬 | 1.1% | −409−1.6% | 減碼 | 歷史 |
| LZBLa-Z-Boy Inc | COM | 93,252 | $267.1 萬 | 1.1% | −1,279−1.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,648 | $236.1 萬 | 1.0% | +65+0.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 23,943 | $204.5 萬 | 0.9% | +378+1.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,825 | $203.7 萬 | 0.9% | −40−0.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,854 | $200.1 萬 | 0.8% | −128−0.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 119,380 | $190.4 萬 | 0.8% | +1,680+1.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,260 | $186.0 萬 | 0.8% | +43+0.4% | 加碼 | 歷史 |
| SHELShell plc | ADR | 30,014 | $181.2 萬 | 0.8% | −134−0.4% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 14,750 | $180.9 萬 | 0.8% | +65+0.4% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 50,064 | $179.6 萬 | 0.8% | +876+1.8% | 加碼 | 歷史 |
| KRKroger Co | Stock | 37,932 | $178.3 萬 | 0.8% | +135+0.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,860 | $177.7 萬 | 0.7% | −18−0.5% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 29,839 | $172.0 萬 | 0.7% | −233−0.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 24,329 | $170.9 萬 | 0.7% | +101+0.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 45,267 | $168.3 萬 | 0.7% | +1,484+3.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 26,050 | $166.6 萬 | 0.7% | +160+0.6% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 36,517 | $165.4 萬 | 0.7% | −170−0.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 44,953 | $164.9 萬 | 0.7% | +234+0.5% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 29,060 | $164.3 萬 | 0.7% | +61+0.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,497 | $161.0 萬 | 0.7% | +252+1.6% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 94,186 | $158.3 萬 | 0.7% | −2,452−2.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 22,186 | $153.4 萬 | 0.6% | +390+1.8% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 52,926 | $145.1 萬 | 0.6% | −1,402−2.6% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 17,104 | $142.6 萬 | 0.6% | +300+1.8% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 12,408 | $141.3 萬 | 0.6% | +576+4.9% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 32,146 | $137.1 萬 | 0.6% | −168−0.5% | 減碼 | 歷史 |
| MMM3M Co | Stock | 13,693 | $137.1 萬 | 0.6% | +115+0.8% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 50,668 | $134.1 萬 | 0.6% | +955+1.9% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 25,409 | $132.5 萬 | 0.6% | +482+1.9% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 219,356 | $110.8 萬 | 0.5% | −4,663−2.1% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 36,142 | $95.2 萬 | 0.4% | −868−2.3% | 減碼 | – |
| GDVGabelli Dividend & Income Trust | COM | 38,947 | $82.3 萬 | 0.3% | −947−2.4% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,305 | $75.5 萬 | 0.3% | −210−2.2% | 減碼 | – |
| AVKAdvent Convertible & Income Fund | COM | 55,197 | $64.7 萬 | 0.3% | −1,237−2.2% | 減碼 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 30,540 | $64.6 萬 | 0.3% | −736−2.4% | 減碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 61,652 | $62.6 萬 | 0.3% | −1,479−2.3% | 減碼 | 歷史 |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 69,898 | $61.9 萬 | 0.3% | −1,504−2.1% | 減碼 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 74,368 | $61.4 萬 | 0.3% | −1,985−2.6% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,132 | $59.8 萬 | 0.3% | −262−2.8% | 減碼 | – |
| BSTBlackRock Science & Technology Trust | SHS | 17,342 | $59.7 萬 | 0.3% | −408−2.3% | 減碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 54,386 | $59.4 萬 | 0.3% | −882−1.6% | 減碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 42,642 | $58.8 萬 | 0.2% | −1,029−2.4% | 減碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 56,326 | $56.7 萬 | 0.2% | −1,434−2.5% | 減碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 60,388 | $54.8 萬 | 0.2% | −1,389−2.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 28,342 | $54.5 萬 | 0.2% | −657−2.3% | 減碼 | – |
| IGRCbre Global Real Estate Income Fund | COM | 89,576 | $46.8 萬 | 0.2% | −2,355−2.6% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 15,036 | $46.5 萬 | 0.2% | −336−2.2% | 減碼 | – |
| Nuveen PFD & Incm Securties67072C105 | COM | 68,198 | $43.5 萬 | 0.2% | −1,637−2.3% | 減碼 | – |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 30,723 | $43.4 萬 | 0.2% | −711−2.3% | 減碼 | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 32,900 | $40.9 萬 | 0.2% | −809−2.4% | 減碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 42,574 | $38.8 萬 | 0.2% | −957−2.2% | 減碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 34,473 | $37.8 萬 | 0.2% | −820−2.3% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,820 | $32.5 萬 | 0.1% | −120−2.4% | 減碼 | – |
| STEWSRH Total Return Fund, Inc. | COM | 19,105 | $25.4 萬 | 0.1% | −490−2.5% | 減碼 | 歷史 |
| GAMGeneral American Investors Co Inc | COM | 5,504 | $23.0 萬 | 0.1% | −124−2.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 526 | $21.4 萬 | 0.1% | −14−2.6% | 減碼 | – |