Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/8 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 87
- 較 2024 年第 1 季 0
- 總值
- $2.84 億
- 較 2024 年第 1 季 +$689.9 萬 (+2.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 40,889 | $1,663 萬 | 5.9% | +746+1.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 63,172 | $1,331 萬 | 4.7% | +44+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 60,412 | $1,222 萬 | 4.3% | +255+0.4% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 129,792 | $1,059 萬 | 3.7% | +1,154+0.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 49,756 | $912.6 萬 | 3.2% | +902+1.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,563 | $843.5 萬 | 3.0% | +248+1.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 58,789 | $830.1 萬 | 2.9% | +1,394+2.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 51,412 | $804.2 萬 | 2.8% | +1,188+2.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,344 | $730.5 萬 | 2.6% | +47+0.3% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 207,878 | $728.0 萬 | 2.6% | +6,575+3.3% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 80,892 | $722.4 萬 | 2.5% | +1,659+2.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 177,518 | $706.0 萬 | 2.5% | +2,353+1.3% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 52,431 | $685.8 萬 | 2.4% | +1,689+3.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 33,145 | $660.2 萬 | 2.3% | +514+1.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 14,234 | $643.8 萬 | 2.3% | +296+2.1% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 45,584 | $643.5 萬 | 2.3% | +761+1.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 100,455 | $639.4 萬 | 2.3% | +3,120+3.2% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 14,641 | $638.3 萬 | 2.2% | +555+3.9% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 131,242 | $622.1 萬 | 2.2% | +2,117+1.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 27,335 | $618.5 萬 | 2.2% | +673+2.5% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 43,012 | $596.0 萬 | 2.1% | +550+1.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 125,433 | $595.9 萬 | 2.1% | +5,582+4.7% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 36,669 | $516.8 萬 | 1.8% | +973+2.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 33,730 | $493.0 萬 | 1.7% | +1,279+3.9% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 81,051 | $485.4 萬 | 1.7% | +2,510+3.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 34,780 | $476.0 萬 | 1.7% | +1,378+4.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,320 | $458.5 萬 | 1.6% | +469+3.6% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 81,335 | $431.5 萬 | 1.5% | +4,312+5.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 26,266 | $325.2 萬 | 1.1% | −257−1.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 16,951 | $293.2 萬 | 1.0% | −181−1.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 23,675 | $272.5 萬 | 1.0% | −134−0.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,502 | $248.7 萬 | 0.9% | −32−0.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 24,788 | $240.9 萬 | 0.8% | +210+0.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 125,518 | $239.9 萬 | 0.8% | +673+0.5% | 加碼 | 歷史 |
| SHELShell plc | ADR | 28,620 | $206.6 萬 | 0.7% | −28−0.1% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 29,282 | $205.5 萬 | 0.7% | +194+0.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,305 | $202.9 萬 | 0.7% | −39−0.3% | 減碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 93,143 | $200.2 萬 | 0.7% | −2,214−2.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 48,512 | $200.1 萬 | 0.7% | +2,570+5.6% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 32,785 | $198.2 萬 | 0.7% | −253−0.8% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 13,246 | $196.1 萬 | 0.7% | +28+0.2% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 12,727 | $193.5 萬 | 0.7% | −28−0.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 24,717 | $191.7 萬 | 0.7% | +148+0.6% | 加碼 | 歷史 |
| KRKroger Co | Stock | 38,079 | $190.1 萬 | 0.7% | −128−0.3% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 28,211 | $188.1 萬 | 0.7% | +326+1.2% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 52,057 | $187.7 萬 | 0.7% | +778+1.5% | 加碼 | 歷史 |
| UGIUgi Corp | Stock | 79,916 | $183.0 萬 | 0.6% | +1,152+1.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,996 | $178.3 萬 | 0.6% | +216+3.2% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 38,937 | $177.4 萬 | 0.6% | −102−0.3% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 17,073 | $173.0 萬 | 0.6% | +165+1.0% | 加碼 | 歷史 |
| MMM3M Co | Stock | 16,835 | $172.0 萬 | 0.6% | +2,649+18.7% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 15,223 | $171.0 萬 | 0.6% | +505+3.4% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 52,890 | $163.8 萬 | 0.6% | −262−0.5% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 38,038 | $159.3 萬 | 0.6% | −154−0.4% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 52,924 | $146.3 萬 | 0.5% | +1,161+2.2% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 19,816 | $142.7 萬 | 0.5% | +2,159+12.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 50,190 | $140.4 萬 | 0.5% | +1,841+3.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 23,716 | $140.1 萬 | 0.5% | +516+2.2% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 223,329 | $123.9 萬 | 0.4% | +592+0.3% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 36,986 | $102.3 萬 | 0.4% | +634+1.7% | 加碼 | – |
| GDVGabelli Dividend & Income Trust | COM | 41,190 | $93.5 萬 | 0.3% | −64−0.2% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,540 | $87.0 萬 | 0.3% | −107−1.1% | 減碼 | – |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 96,096 | $80.8 萬 | 0.3% | +575+0.6% | 加碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 75,246 | $80.6 萬 | 0.3% | +1,281+1.7% | 加碼 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 30,452 | $70.8 萬 | 0.2% | +50+0.2% | 加碼 | 歷史 |
| AVKAdvent Convertible & Income Fund | COM | 56,996 | $67.9 萬 | 0.2% | +338+0.6% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 46,475 | $67.2 萬 | 0.2% | +707+1.5% | 加碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 56,205 | $66.8 萬 | 0.2% | +745+1.3% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 8,008 | $65.4 萬 | 0.2% | +171+2.2% | 加碼 | – |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 61,213 | $64.9 萬 | 0.2% | +212+0.3% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,431 | $64.3 萬 | 0.2% | −106−1.1% | 減碼 | – |
| BSTBlackRock Science & Technology Trust | SHS | 17,050 | $64.2 萬 | 0.2% | −131−0.8% | 減碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 66,338 | $61.0 萬 | 0.2% | +359+0.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 29,077 | $57.1 萬 | 0.2% | +610+2.1% | 加碼 | – |
| IGRCbre Global Real Estate Income Fund | COM | 102,654 | $51.7 萬 | 0.2% | +350.0% | 加碼 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 68,398 | $51.1 萬 | 0.2% | −378−0.5% | 減碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 62,260 | $50.9 萬 | 0.2% | +1,398+2.3% | 加碼 | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 38,595 | $49.7 萬 | 0.2% | +699+1.8% | 加碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 41,658 | $49.5 萬 | 0.2% | +472+1.1% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 15,413 | $48.6 萬 | 0.2% | +371+2.5% | 加碼 | – |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 32,707 | $45.8 萬 | 0.2% | +1,246+4.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,746 | $34.5 萬 | 0.1% | −127−2.6% | 減碼 | – |
| GAMGeneral American Investors Co Inc | COM | 5,623 | $28.0 萬 | 0.1% | −156−2.7% | 減碼 | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 18,516 | $26.9 萬 | 0.1% | −589−3.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 502 | $25.1 萬 | 0.1% | −18−3.5% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,444 | $24.6 萬 | 0.1% | −68−2.7% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,722 | $21.0 萬 | 0.1% | −49−2.8% | 減碼 | – |