Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 89
- 較 2025 年第 3 季 0
- 總值
- $3.39 億
- 較 2025 年第 3 季 +$945.7 萬 (+2.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 37,858 | $1,903 萬 | 5.6% | +139+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 55,582 | $1,791 萬 | 5.3% | −647−1.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 57,706 | $1,569 萬 | 4.6% | −822−1.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 48,839 | $1,533 萬 | 4.5% | −121−0.2% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 50,501 | $1,224 萬 | 3.6% | +250.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 12,823 | $1,127 萬 | 3.3% | −325−2.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 125,193 | $964.4 萬 | 2.8% | +747+0.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 173,360 | $953.5 萬 | 2.8% | +576+0.3% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 80,851 | $932.3 萬 | 2.7% | +899+1.1% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 126,188 | $927.5 萬 | 2.7% | +2,488+2.0% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 79,608 | $924.2 萬 | 2.7% | +301+0.4% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 77,401 | $853.5 萬 | 2.5% | +537+0.7% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 14,775 | $842.5 萬 | 2.5% | +185+1.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 54,380 | $828.8 萬 | 2.4% | +1,245+2.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,937 | $770.7 萬 | 2.3% | +18+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 105,064 | $734.5 萬 | 2.2% | +2,034+2.0% | 加碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 73,279 | $717.4 萬 | 2.1% | −2,327−3.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 34,235 | $708.5 萬 | 2.1% | +275+0.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 27,507 | $636.3 萬 | 1.9% | +370+1.4% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 46,164 | $595.7 萬 | 1.8% | +596+1.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 33,684 | $576.2 萬 | 1.7% | +575+1.7% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 44,217 | $543.7 萬 | 1.6% | +722+1.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,303 | $538.2 萬 | 1.6% | +387+2.4% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 36,798 | $530.0 萬 | 1.6% | +569+1.6% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 42,502 | $482.9 萬 | 1.4% | +864+2.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 16,072 | $476.1 萬 | 1.4% | −53−0.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,565 | $466.8 萬 | 1.4% | +287+2.2% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 24,844 | $441.1 萬 | 1.3% | +120.0% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 108,609 | $397.8 萬 | 1.2% | −2,631−2.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,705 | $336.0 萬 | 1.0% | −8−0.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 30,688 | $323.0 萬 | 1.0% | +406+1.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 129,034 | $320.5 萬 | 0.9% | +2,420+1.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 25,535 | $307.3 萬 | 0.9% | +644+2.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 29,663 | $294.2 萬 | 0.9% | −476−1.6% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 20,070 | $294.2 萬 | 0.9% | +558+2.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,995 | $272.6 萬 | 0.8% | +140+0.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,465 | $264.3 萬 | 0.8% | +58+1.1% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 49,501 | $264.1 萬 | 0.8% | +519+1.1% | 加碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 35,820 | $259.7 萬 | 0.8% | +635+1.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 40,931 | $236.0 萬 | 0.7% | +858+2.1% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 100,835 | $235.1 萬 | 0.7% | +695+0.7% | 加碼 | 歷史 |
| SHELShell plc | ADR | 31,444 | $231.1 萬 | 0.7% | +1,042+3.4% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 29,247 | $230.9 萬 | 0.7% | +873+3.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,432 | $227.1 萬 | 0.7% | +229+3.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 25,749 | $224.5 萬 | 0.7% | +808+3.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 54,383 | $221.5 萬 | 0.7% | +1,890+3.6% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 16,755 | $213.9 萬 | 0.6% | +181+1.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 26,806 | $212.7 萬 | 0.6% | +923+3.6% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 36,843 | $211.8 萬 | 0.6% | +614+1.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 12,101 | $209.9 萬 | 0.6% | +205+1.7% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 57,005 | $209.6 萬 | 0.6% | +55,308+3,259.2% | 加碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 13,436 | $207.9 萬 | 0.6% | +465+3.6% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 30,989 | $202.7 萬 | 0.6% | +487+1.6% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 57,771 | $202.3 萬 | 0.6% | +2,378+4.3% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 61,655 | $201.4 萬 | 0.6% | +3,309+5.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,531 | $193.9 萬 | 0.6% | +496+3.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 61,298 | $152.6 萬 | 0.4% | +2,651+4.5% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 36,301 | $143.2 萬 | 0.4% | −275−0.8% | 減碼 | – |
| TGTTarget Corp | Stock | 14,271 | $139.5 萬 | 0.4% | −1,088−7.1% | 減碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 243,632 | $122.3 萬 | 0.4% | +5,555+2.3% | 加碼 | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 41,697 | $115.8 萬 | 0.3% | +259+0.6% | 加碼 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 99,588 | $97.1 萬 | 0.3% | +598+0.6% | 加碼 | 歷史 |
| MEGINYLI CBRE Global Infrastructure Megatrends Term Fund | COM | 65,584 | $90.2 萬 | 0.3% | +820+1.3% | 加碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 82,079 | $88.9 萬 | 0.3% | +1,783+2.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 19,278 | $86.2 萬 | 0.3% | +1,016+5.6% | 加碼依 2 比 1 拆股換算 | – |
| RVTRoyce Small-Cap Trust, Inc. | COM | 53,094 | $85.5 萬 | 0.3% | +1,715+3.3% | 加碼 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 32,642 | $81.3 萬 | 0.2% | +719+2.3% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 18,250 | $77.9 萬 | 0.2% | −37,383−67.2% | 減碼 | 歷史 |
| AVKAdvent Convertible & Income Fund | COM | 61,919 | $77.6 萬 | 0.2% | +833+1.4% | 加碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 70,191 | $77.1 萬 | 0.2% | +840+1.2% | 加碼 | 歷史 |
| BSTBlackRock Science & Technology Trust | SHS | 18,527 | $75.1 萬 | 0.2% | +126+0.7% | 加碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 63,805 | $74.7 萬 | 0.2% | +759+1.2% | 加碼 | 歷史 |
| THQabrdn Healthcare Opportunities Fund | SHS | 37,732 | $72.2 萬 | 0.2% | +539+1.4% | 加碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 60,417 | $71.2 萬 | 0.2% | +1,284+2.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 30,267 | $61.7 萬 | 0.2% | +548+1.8% | 加碼 | – |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 64,696 | $61.3 萬 | 0.2% | +962+1.5% | 加碼 | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 39,633 | $57.3 萬 | 0.2% | +564+1.4% | 加碼 | 歷史 |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 36,490 | $55.7 萬 | 0.2% | +1,038+2.9% | 加碼 | 歷史 |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 33,250 | $54.9 萬 | 0.2% | +930+2.9% | 加碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 42,898 | $52.9 萬 | 0.2% | +1,174+2.8% | 加碼 | 歷史 |
| PDXPIMCO Dynamic Income Strategy Fund | COM SHS BEN INT | 24,444 | $45.9 萬 | 0.1% | +517+2.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,580 | $41.0 萬 | 0.1% | −97−2.1% | 減碼 | – |
| GAMGeneral American Investors Co Inc | COM | 6,377 | $37.5 萬 | 0.1% | +534+9.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 17,596 | $32.6 萬 | 0.1% | −1,480−7.8% | 減碼依 2 比 1 拆股換算 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,170 | $29.9 萬 | 0.1% | −99−1.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 469 | $29.4 萬 | 0.1% | −7−1.5% | 減碼 | – |
| STEWSRH Total Return Fund, Inc. | COM | 1,671 | $25.9 萬 | 0.1% | −16,241−90.7% | 減碼 | 歷史 |
| CETCentral Securities Corp | COM | 4,477 | $22.7 萬 | 0.1% | +186+4.3% | 加碼 | 歷史 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 10,394 | $14.9 萬 | <0.1% | −158−1.5% | 減碼 | 歷史 |