Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 88
- 較 2024 年第 3 季 −1
- 總值
- $3.00 億
- 較 2024 年第 3 季 −$546.3 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 | 39,725 | $1,801 萬 | 6.0% | −477−1.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 61,034 | $1,528 萬 | 5.1% | −438−0.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 58,840 | $1,411 萬 | 4.7% | −1,154−1.9% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 125,635 | $1,261 萬 | 4.2% | −1,107−0.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 58,256 | $970.8 萬 | 3.2% | −241−0.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 50,089 | $953.9 萬 | 3.2% | +300+0.6% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 51,817 | $897.6 萬 | 3.0% | −545−1.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,311 | $825.1 萬 | 2.7% | +36+0.2% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 78,947 | $816.6 萬 | 2.7% | −1,478−1.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,795 | $789.9 萬 | 2.6% | −194−1.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 177,023 | $778.0 萬 | 2.6% | +458+0.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 52,295 | $757.4 萬 | 2.5% | +726+1.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 126,823 | $750.8 萬 | 2.5% | +943+0.7% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 14,798 | $694.5 萬 | 2.3% | +147+1.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,187 | $682.3 萬 | 2.3% | −113−0.7% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 206,119 | $672.6 萬 | 2.2% | +2,838+1.4% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 42,842 | $640.7 萬 | 2.1% | −140.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 102,192 | $636.2 萬 | 2.1% | +1,382+1.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 27,623 | $629.9 萬 | 2.1% | +269+1.0% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 81,535 | $626.4 萬 | 2.1% | +430+0.5% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 46,284 | $527.3 萬 | 1.8% | +695+1.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,472 | $524.0 萬 | 1.7% | +108+0.8% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 44,485 | $519.4 萬 | 1.7% | +44,485 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 33,674 | $517.3 萬 | 1.7% | +488+1.5% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 36,706 | $513.2 萬 | 1.7% | +339+0.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 34,295 | $496.0 萬 | 1.7% | +496+1.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 35,558 | $448.4 萬 | 1.5% | +638+1.8% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 134,255 | $439.4 萬 | 1.5% | +3,029+2.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 16,958 | $372.8 萬 | 1.2% | −18−0.1% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 24,523 | $308.3 萬 | 1.0% | −90.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 126,055 | $287.0 萬 | 1.0% | +646+0.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 26,138 | $260.0 萬 | 0.9% | +271+1.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,506 | $257.8 萬 | 0.9% | +68+0.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 23,923 | $257.3 萬 | 0.9% | +178+0.7% | 加碼 | 歷史 |
| KRKroger Co | Stock | 38,019 | $232.5 萬 | 0.8% | +359+1.0% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 27,621 | $226.2 萬 | 0.8% | +226+0.8% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 12,648 | $224.3 萬 | 0.7% | +64+0.5% | 加碼 | 歷史 |
| MMM3M Co | Stock | 16,700 | $215.6 萬 | 0.7% | +96+0.6% | 加碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 34,461 | $212.1 萬 | 0.7% | +446+1.3% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 39,258 | $205.3 萬 | 0.7% | +145+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,239 | $205.2 萬 | 0.7% | +81+0.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,940 | $203.9 萬 | 0.7% | +50+0.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,988 | $202.6 萬 | 0.7% | +76+1.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 24,510 | $201.8 萬 | 0.7% | +237+1.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 48,995 | $195.9 萬 | 0.7% | +604+1.2% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 94,165 | $190.2 萬 | 0.6% | +3,507+3.9% | 加碼 | 歷史 |
| SHELShell plc | ADR | 28,735 | $180.0 萬 | 0.6% | +373+1.3% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 13,287 | $179.6 萬 | 0.6% | +187+1.4% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 51,957 | $175.7 萬 | 0.6% | +680+1.3% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 53,930 | $175.1 萬 | 0.6% | +720+1.4% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 55,019 | $174.4 萬 | 0.6% | +1,965+3.7% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 33,416 | $168.8 萬 | 0.6% | +483+1.5% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 19,601 | $166.2 萬 | 0.6% | −267−1.3% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 15,316 | $161.9 萬 | 0.5% | +227+1.5% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 28,418 | $154.9 萬 | 0.5% | +300+1.1% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 37,402 | $139.2 萬 | 0.5% | −726−1.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 49,985 | $132.6 萬 | 0.4% | +113+0.2% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 213,107 | $121.3 萬 | 0.4% | −5,360−2.5% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 36,237 | $99.2 萬 | 0.3% | −480−1.3% | 減碼 | – |
| GDVGabelli Dividend & Income Trust | COM | 40,547 | $97.9 萬 | 0.3% | −615−1.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 21,429 | $96.2 萬 | 0.3% | −2,438−10.2% | 減碼 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 93,968 | $79.0 萬 | 0.3% | −1,681−1.8% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,163 | $78.5 萬 | 0.3% | −172−1.8% | 減碼 | – |
| BTZBlackRock Credit Allocation Income Trust | COM | 74,602 | $78.0 萬 | 0.3% | −835−1.1% | 減碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 47,501 | $75.1 萬 | 0.3% | +606+1.3% | 加碼 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 30,406 | $75.0 萬 | 0.2% | −483−1.6% | 減碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 56,125 | $68.6 萬 | 0.2% | −568−1.0% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,894 | $67.3 萬 | 0.2% | −281−3.1% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 8,020 | $65.7 萬 | 0.2% | −80−1.0% | 減碼 | – |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 60,408 | $65.1 萬 | 0.2% | −1,010−1.6% | 減碼 | 歷史 |
| AVKAdvent Convertible & Income Fund | COM | 54,928 | $64.7 萬 | 0.2% | −1,238−2.2% | 減碼 | 歷史 |
| BSTBlackRock Science & Technology Trust | SHS | 17,390 | $63.6 萬 | 0.2% | −173−1.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 28,580 | $60.8 萬 | 0.2% | −297−1.0% | 減碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 65,720 | $56.1 萬 | 0.2% | −1,042−1.6% | 減碼 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 65,889 | $51.8 萬 | 0.2% | −1,330−2.0% | 減碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 61,201 | $50.7 萬 | 0.2% | −896−1.4% | 減碼 | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 36,804 | $50.3 萬 | 0.2% | −1,035−2.7% | 減碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 40,134 | $49.4 萬 | 0.2% | −1,162−2.8% | 減碼 | 歷史 |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 32,541 | $49.0 萬 | 0.2% | −300−0.9% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 15,313 | $48.1 萬 | 0.2% | −233−1.5% | 減碼 | – |
| IGRCbre Global Real Estate Income Fund | COM | 96,598 | $46.5 萬 | 0.2% | −2,700−2.7% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,636 | $32.6 萬 | 0.1% | −87−1.8% | 減碼 | – |
| GAMGeneral American Investors Co Inc | COM | 5,879 | $30.0 萬 | 0.1% | +368+6.7% | 加碼 | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 18,064 | $28.9 萬 | 0.1% | −353−1.9% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,606 | $26.8 萬 | 0.1% | −170−1.7% | 減碼依 4 比 1 拆股換算 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 480 | $25.9 萬 | 0.1% | −9−1.8% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,697 | $22.4 萬 | 0.1% | −25−1.5% | 減碼 | – |
| CETCentral Securities Corp | COM | 4,444 | $20.3 萬 | 0.1% | +4,444 | 新進 | 歷史 |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。