Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/10 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 89
- 較 2025 年第 1 季 +2
- 總值
- $3.04 億
- 較 2025 年第 1 季 −$49.3 萬 (−0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 38,252 | $1,858 萬 | 6.1% | −803−2.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 57,092 | $1,655 萬 | 5.4% | −721−1.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 58,794 | $1,206 萬 | 4.0% | −872−1.5% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 50,741 | $1,080 萬 | 3.5% | +50,741 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 122,417 | $999.3 萬 | 3.3% | −2,232−1.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,244 | $937.3 萬 | 3.1% | −150−1.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 49,442 | $877.1 萬 | 2.9% | −283−0.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 124,659 | $864.9 萬 | 2.8% | −1,602−1.3% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 80,006 | $830.1 萬 | 2.7% | +80,006 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 173,290 | $820.0 萬 | 2.7% | −1,972−1.1% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 77,114 | $813.2 萬 | 2.7% | −937−1.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,972 | $794.5 萬 | 2.6% | −194−1.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 52,614 | $753.4 萬 | 2.5% | +274+0.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 14,640 | $732.0 萬 | 2.4% | −156−1.1% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 79,758 | $726.7 萬 | 2.4% | −1,330−1.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 101,701 | $719.5 萬 | 2.4% | −886−0.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 27,173 | $625.2 萬 | 2.1% | −178−0.7% | 減碼 | 歷史 |
| DVADavita Inc. | COM | 41,700 | $594.0 萬 | 2.0% | −680−1.6% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 45,635 | $544.4 萬 | 1.8% | −512−1.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 33,165 | $528.2 萬 | 1.7% | −406−1.2% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 43,531 | $528.1 萬 | 1.7% | −681−1.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 34,016 | $519.6 萬 | 1.7% | −199−0.6% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 205,576 | $502.8 萬 | 1.7% | −576−0.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 15,915 | $496.5 萬 | 1.6% | −181−1.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,301 | $487.7 萬 | 1.6% | −149−1.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 16,007 | $471.9 萬 | 1.6% | −871−5.2% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 36,303 | $468.0 萬 | 1.5% | −318−0.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 125,616 | $363.5 萬 | 1.2% | −901−0.7% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 111,450 | $354.5 萬 | 1.2% | −23,221−17.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 24,780 | $349.1 萬 | 1.1% | +172+0.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,736 | $304.8 萬 | 1.0% | −61−0.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 30,133 | $304.2 萬 | 1.0% | −5,539−15.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,264 | $264.8 萬 | 0.9% | −46−0.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,363 | $262.6 萬 | 0.9% | +329+1.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 16,667 | $253.7 萬 | 0.8% | −44−0.3% | 減碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 34,571 | $238.3 萬 | 0.8% | −59−0.2% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 39,410 | $231.1 萬 | 0.8% | +27+0.1% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 38,752 | $225.8 萬 | 0.7% | −63−0.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 28,472 | $225.4 萬 | 0.7% | +2,109+8.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 24,471 | $224.7 萬 | 0.7% | −165−0.7% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 27,698 | $222.7 萬 | 0.7% | +24+0.1% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 12,730 | $221.9 萬 | 0.7% | +21+0.2% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 19,504 | $221.2 萬 | 0.7% | +19+0.1% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 48,055 | $217.4 萬 | 0.7% | +170.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 49,695 | $215.0 萬 | 0.7% | +177+0.4% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 98,831 | $214.6 萬 | 0.7% | +2,737+2.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,016 | $205.0 萬 | 0.7% | −16−0.2% | 減碼 | 歷史 |
| SHELShell plc | ADR | 28,966 | $203.9 萬 | 0.7% | −140.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,319 | $196.3 萬 | 0.6% | −13−0.1% | 減碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 52,603 | $190.8 萬 | 0.6% | +160+0.3% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 58,389 | $184.9 萬 | 0.6% | +3,021+5.5% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 54,189 | $183.6 萬 | 0.6% | +51+0.1% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 34,443 | $181.8 萬 | 0.6% | +752+2.2% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 28,744 | $176.5 萬 | 0.6% | +44+0.2% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 24,822 | $171.2 萬 | 0.6% | +24+0.1% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 16,016 | $168.4 萬 | 0.6% | +593+3.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 14,651 | $144.5 萬 | 0.5% | +1,261+9.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 55,477 | $134.5 萬 | 0.4% | +3,888+7.5% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 238,694 | $128.7 萬 | 0.4% | +23,091+10.7% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 36,691 | $126.6 萬 | 0.4% | +38+0.1% | 加碼 | – |
| GDVGabelli Dividend & Income Trust | COM | 41,561 | $108.1 萬 | 0.4% | +688+1.7% | 加碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 80,493 | $87.9 萬 | 0.3% | +4,944+6.5% | 加碼 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 98,507 | $87.3 萬 | 0.3% | +3,611+3.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,531 | $80.8 萬 | 0.3% | +303+3.3% | 加碼 | – |
| NIEVirtus Equity & Convertible Income Fund | COM | 31,905 | $76.3 萬 | 0.3% | +1,174+3.8% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 50,531 | $76.0 萬 | 0.2% | +1,699+3.5% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,137 | $74.6 萬 | 0.2% | +165+1.8% | 加碼 | – |
| AVKAdvent Convertible & Income Fund | COM | 60,997 | $73.9 萬 | 0.2% | +5,405+9.7% | 加碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 59,317 | $71.9 萬 | 0.2% | +2,543+4.5% | 加碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 63,010 | $71.5 萬 | 0.2% | +2,060+3.4% | 加碼 | 歷史 |
| BSTBlackRock Science & Technology Trust | SHS | 18,390 | $70.2 萬 | 0.2% | +839+4.8% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 8,250 | $68.4 萬 | 0.2% | +132+1.6% | 加碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 69,269 | $65.5 萬 | 0.2% | +2,897+4.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 29,786 | $60.8 萬 | 0.2% | +927+3.2% | 加碼 | – |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 63,671 | $56.6 萬 | 0.2% | +1,776+2.9% | 加碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 41,892 | $56.2 萬 | 0.2% | +1,286+3.2% | 加碼 | 歷史 |
| IGRCbre Global Real Estate Income Fund | COM | 105,933 | $56.0 萬 | 0.2% | +8,142+8.3% | 加碼 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 69,231 | $55.5 萬 | 0.2% | +2,584+3.9% | 加碼 | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 39,041 | $55.3 萬 | 0.2% | +1,802+4.8% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 16,606 | $50.9 萬 | 0.2% | +1,104+7.1% | 加碼 | – |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 35,524 | $50.9 萬 | 0.2% | +2,588+7.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,177 | $43.2 萬 | 0.1% | +541+11.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,150 | $34.0 萬 | 0.1% | +2,150 | 新進 | 歷史 |
| GAMGeneral American Investors Co Inc | COM | 5,843 | $32.7 萬 | 0.1% | −36−0.6% | 減碼 | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 17,912 | $31.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,545 | $27.9 萬 | 0.1% | −61−0.6% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 476 | $27.0 萬 | 0.1% | −4−0.8% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,697 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| CETCentral Securities Corp | COM | 4,341 | $20.8 萬 | 0.1% | +4,341 | 新進 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。