Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 89
- 較 2025 年第 2 季 0
- 總值
- $3.30 億
- 較 2025 年第 2 季 +$2,561 萬 (+8.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 37,719 | $1,896 萬 | 5.7% | −533−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 56,229 | $1,774 萬 | 5.4% | −863−1.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 58,528 | $1,490 萬 | 4.5% | −266−0.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 48,960 | $1,192 萬 | 3.6% | −482−1.0% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 50,476 | $1,073 萬 | 3.3% | −265−0.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,148 | $1,047 萬 | 3.2% | −96−0.7% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 123,700 | $902.6 萬 | 2.7% | +1,283+1.0% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 79,952 | $899.5 萬 | 2.7% | −54−0.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 172,784 | $891.4 萬 | 2.7% | −506−0.3% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 14,590 | $889.0 萬 | 2.7% | −50−0.3% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 79,307 | $864.1 萬 | 2.6% | −451−0.6% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 76,864 | $858.6 萬 | 2.6% | −250−0.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 124,446 | $851.5 萬 | 2.6% | −213−0.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 53,135 | $825.1 萬 | 2.5% | +521+1.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,919 | $824.5 萬 | 2.5% | −53−0.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 103,030 | $683.3 萬 | 2.1% | +1,329+1.3% | 加碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 75,606 | $641.7 萬 | 1.9% | +75,606 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 27,137 | $641.4 萬 | 1.9% | −36−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 33,960 | $629.7 萬 | 1.9% | −56−0.2% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 45,568 | $619.8 萬 | 1.9% | −67−0.1% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 36,229 | $614.0 萬 | 1.9% | −74−0.2% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 43,495 | $602.8 萬 | 1.8% | −36−0.1% | 減碼 | 歷史 |
| DVADavita Inc. | COM | 41,638 | $553.2 萬 | 1.7% | −62−0.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 33,109 | $550.8 萬 | 1.7% | −56−0.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 15,916 | $549.6 萬 | 1.7% | +10.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,278 | $538.0 萬 | 1.6% | −23−0.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 16,125 | $455.0 萬 | 1.4% | +118+0.7% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 24,832 | $394.7 萬 | 1.2% | +52+0.2% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 111,240 | $390.0 萬 | 1.2% | −210−0.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 126,614 | $357.6 萬 | 1.1% | +998+0.8% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 19,512 | $348.7 萬 | 1.1% | +80.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,713 | $340.7 萬 | 1.0% | +449+3.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,891 | $280.6 萬 | 0.9% | +528+2.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,855 | $273.4 萬 | 0.8% | +119+0.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,407 | $269.9 萬 | 0.8% | +5,407 | 新進 | 歷史 |
| EVRGEvergy, Inc. | Stock | 35,185 | $267.5 萬 | 0.8% | +614+1.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 40,073 | $264.7 萬 | 0.8% | +663+1.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 30,282 | $254.2 萬 | 0.8% | +1,810+6.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 30,139 | $251.8 萬 | 0.8% | +60.0% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 48,982 | $236.7 萬 | 0.7% | +927+1.9% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 24,941 | $236.4 萬 | 0.7% | +470+1.9% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 28,374 | $233.7 萬 | 0.7% | +676+2.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 52,493 | $230.7 萬 | 0.7% | +2,798+5.6% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 12,971 | $224.2 萬 | 0.7% | +241+1.9% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 100,140 | $223.3 萬 | 0.7% | +1,309+1.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,203 | $218.9 萬 | 0.7% | +187+2.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,896 | $218.6 萬 | 0.7% | +11,896 | 新進 | 歷史 |
| SHELShell plc | ADR | 30,402 | $217.5 萬 | 0.7% | +1,436+5.0% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 36,229 | $216.4 萬 | 0.7% | +1,786+5.2% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 55,393 | $205.8 萬 | 0.6% | +1,204+2.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,035 | $200.3 萬 | 0.6% | +716+5.8% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 58,346 | $198.4 萬 | 0.6% | −43−0.1% | 減碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 55,633 | $196.3 萬 | 0.6% | +3,030+5.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 25,883 | $195.1 萬 | 0.6% | +1,061+4.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 16,574 | $189.8 萬 | 0.6% | +558+3.5% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 30,502 | $182.1 萬 | 0.6% | +1,758+6.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 58,647 | $149.4 萬 | 0.5% | +3,170+5.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 15,359 | $137.8 萬 | 0.4% | +708+4.8% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 36,576 | $133.7 萬 | 0.4% | −115−0.3% | 減碼 | – |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 238,077 | $125.5 萬 | 0.4% | −617−0.3% | 減碼 | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 41,438 | $112.4 萬 | 0.3% | −123−0.3% | 減碼 | 歷史 |
| MEGINYLI CBRE Global Infrastructure Megatrends Term Fund | COM | 64,764 | $95.1 萬 | 0.3% | +64,764 | 新進 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 98,990 | $93.6 萬 | 0.3% | +483+0.5% | 加碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 80,296 | $88.7 萬 | 0.3% | −197−0.2% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,538 | $85.2 萬 | 0.3% | +7+0.1% | 加碼 | – |
| RVTRoyce Small-Cap Trust, Inc. | COM | 51,379 | $82.9 萬 | 0.3% | +848+1.7% | 加碼 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 31,923 | $80.2 萬 | 0.2% | +18+0.1% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,131 | $79.6 萬 | 0.2% | −6−0.1% | 減碼 | – |
| AVKAdvent Convertible & Income Fund | COM | 61,086 | $78.1 萬 | 0.2% | +89+0.1% | 加碼 | 歷史 |
| BSTBlackRock Science & Technology Trust | SHS | 18,401 | $76.1 萬 | 0.2% | +11+0.1% | 加碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 63,046 | $72.9 萬 | 0.2% | +36+0.1% | 加碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 59,133 | $72.0 萬 | 0.2% | −184−0.3% | 減碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 69,351 | $70.5 萬 | 0.2% | +82+0.1% | 加碼 | 歷史 |
| THQabrdn Healthcare Opportunities Fund | SHS | 37,193 | $64.3 萬 | 0.2% | +37,193 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 29,719 | $62.6 萬 | 0.2% | −67−0.2% | 減碼 | – |
| PDXPIMCO Dynamic Income Strategy Fund | COM SHS BEN INT | 23,927 | $59.7 萬 | 0.2% | +23,927 | 新進 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 63,734 | $58.1 萬 | 0.2% | +63+0.1% | 加碼 | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 39,069 | $56.2 萬 | 0.2% | +28+0.1% | 加碼 | 歷史 |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 32,320 | $54.6 萬 | 0.2% | +32,320 | 新進 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 41,724 | $53.7 萬 | 0.2% | −168−0.4% | 減碼 | 歷史 |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 35,452 | $52.8 萬 | 0.2% | −72−0.2% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,677 | $40.8 萬 | 0.1% | −500−9.7% | 減碼 | – |
| GAMGeneral American Investors Co Inc | COM | 5,843 | $36.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 17,912 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,269 | $29.6 萬 | 0.1% | −276−2.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 476 | $29.1 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,697 | $26.2 萬 | 0.1% | 00.0% | 不變 | – |
| CETCentral Securities Corp | COM | 4,291 | $22.0 萬 | 0.1% | −50−1.2% | 減碼 | 歷史 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 10,552 | $15.0 萬 | <0.1% | +10,552 | 新進 | 歷史 |
2025 年第 2 季之後清倉（8 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HPQHP Inc | Stock | 205,576 | $502.8 萬 | 1.7% | 歷史 |
| MMM3M Co | Stock | 16,667 | $253.7 萬 | 0.8% | 歷史 |
| NEMNEWMONT Corp | Stock | 38,752 | $225.8 萬 | 0.7% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 8,250 | $68.4 萬 | 0.2% | – |
| IGRCbre Global Real Estate Income Fund | COM | 105,933 | $56.0 萬 | 0.2% | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 69,231 | $55.5 萬 | 0.2% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 16,606 | $50.9 萬 | 0.2% | – |
| NVDANVIDIA Corp | Stock | 2,150 | $34.0 萬 | 0.1% | 歷史 |