Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 93
- 較 2025 年第 4 季 +4
- 總值
- $3.03 億
- 較 2025 年第 4 季 −$3,677 萬 (−10.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BNYBank of New York Mellon Corp | Stock | 37,900 | $1,816 萬 | 6.0% | −41,708−52.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 54,984 | $1,617 萬 | 5.3% | −598−1.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 57,531 | $1,460 萬 | 4.8% | −175−0.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 48,632 | $1,395 萬 | 4.6% | −207−0.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 54,671 | $1,131 萬 | 3.7% | +291+0.5% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 81,174 | $1,064 萬 | 3.5% | +323+0.4% | 加碼 | 歷史 |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 14,709 | $1,004 萬 | 3.3% | −21,781−59.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 125,159 | $971.1 萬 | 3.2% | +20,095+19.1% | 加碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 82,270 | $963.1 萬 | 3.2% | +8,991+12.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 79,508 | $943.2 萬 | 3.1% | −93,852−54.1% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 49,065 | $895.1 萬 | 3.0% | −1,436−2.8% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 77,690 | $852.3 萬 | 2.8% | +289+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 46,763 | $851.9 萬 | 2.8% | +33,232+245.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 173,401 | $845.3 萬 | 2.8% | +44,367+34.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 34,247 | $837.1 萬 | 2.8% | +120.0% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 105,571 | $802.9 萬 | 2.7% | +78,765+293.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 71,771 | $724.1 萬 | 2.4% | +17,388+32.0% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 43,117 | $662.7 萬 | 2.2% | −65,492−60.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 17,442 | $645.7 萬 | 2.1% | −7,402−29.8% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 110,907 | $558.1 萬 | 1.8% | +97,471+725.4% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 37,166 | $510.0 萬 | 1.7% | −5,336−12.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 44,229 | $467.7 萬 | 1.5% | +30,664+226.1% | 加碼 | 歷史 |
| SHELShell plc | ADR | 34,169 | $440.0 萬 | 1.5% | +2,725+8.7% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,990 | $387.6 萬 | 1.3% | +11,410+249.1% | 加碼 | – |
| ADMArcher-Daniels-Midland Co | Stock | 130,864 | $379.4 萬 | 1.3% | +94,021+255.2% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 31,005 | $373.0 萬 | 1.2% | +1,758+6.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,474 | $330.8 萬 | 1.1% | +9+0.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 31,089 | $329.2 萬 | 1.1% | +30,620+6,528.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 14,606 | $317.7 萬 | 1.0% | −99−0.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 36,010 | $295.0 萬 | 1.0% | +10,475+41.0% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 31,715 | $294.9 萬 | 1.0% | −25,290−44.4% | 減碼 | – |
| PPLPPL Corp | COM | 17,155 | $283.6 萬 | 0.9% | −40,616−70.3% | 減碼 | 歷史 |
| TTETotalEnergies SE | ACT | 31,150 | $283.4 萬 | 0.9% | +31,150 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 41,334 | $272.8 萬 | 0.9% | +403+1.0% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 49,684 | $258.4 萬 | 0.9% | +18,695+60.3% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 26,235 | $253.2 萬 | 0.8% | +6,957+36.1% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 20,099 | $252.2 萬 | 0.8% | +29+0.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,181 | $236.5 萬 | 0.8% | −17,482−58.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,547 | $234.6 萬 | 0.8% | −23,141−75.4% | 減碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 103,675 | $226.9 萬 | 0.7% | +2,840+2.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 58,680 | $224.2 萬 | 0.7% | +24,996+74.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,873 | $211.3 萬 | 0.7% | +13,936+87.4% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 58,133 | $209.6 萬 | 0.7% | +39,883+218.5% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 13,843 | $199.9 萬 | 0.7% | −39,251−73.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 62,424 | $197.2 萬 | 0.7% | +46,121+282.9% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 26,862 | $192.9 萬 | 0.6% | −9,936−27.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 14,972 | $181.5 萬 | 0.6% | −12,535−45.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 62,795 | $176.3 萬 | 0.6% | +45,800+269.5% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 248,207 | $120.9 萬 | 0.4% | +122,019+96.7% | 加碼 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 37,725 | $119.2 萬 | 0.4% | +5,083+15.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 19,431 | $119.0 萬 | 0.4% | +5,160+36.2% | 加碼 | 歷史 |
| GAMGeneral American Investors Co Inc | COM | 42,161 | $113.5 萬 | 0.4% | +35,784+561.1% | 加碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 66,438 | $97.6 萬 | 0.3% | +23,540+54.9% | 加碼 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 100,968 | $93.0 萬 | 0.3% | +1,380+1.4% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 54,499 | $90.5 萬 | 0.3% | +28,750+111.7% | 加碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 70,957 | $85.5 萬 | 0.3% | +7,152+11.2% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 18,450 | $84.7 萬 | 0.3% | −43,205−70.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,799 | $84.6 萬 | 0.3% | +2,799 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 83,639 | $84.5 萬 | 0.3% | +45,781+120.9% | 加碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 64,662 | $70.9 萬 | 0.2% | −34−0.1% | 減碼 | 歷史 |
| AVKAdvent Convertible & Income Fund | COM | 63,026 | $70.3 萬 | 0.2% | +1,107+1.8% | 加碼 | 歷史 |
| BSTBlackRock Science & Technology Trust | SHS | 61,528 | $68.6 萬 | 0.2% | +43,001+232.1% | 加碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 18,786 | $68.3 萬 | 0.2% | −51,405−73.2% | 減碼 | 歷史 |
| THQabrdn Healthcare Opportunities Fund | SHS | 38,280 | $64.3 萬 | 0.2% | +548+1.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,345 | $58.7 萬 | 0.2% | −13,430−90.9% | 減碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 65,772 | $56.7 萬 | 0.2% | −16,307−19.9% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 24,844 | $54.8 萬 | 0.2% | +8,089+48.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,095 | $54.7 萬 | 0.2% | −6,337−85.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 33,058 | $53.1 萬 | 0.2% | −28,240−46.1% | 減碼 | 歷史 |
| PDXPIMCO Dynamic Income Strategy Fund | COM SHS BEN INT | 40,357 | $53.1 萬 | 0.2% | +15,913+65.1% | 加碼 | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 33,851 | $52.4 萬 | 0.2% | −7,846−18.8% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 43,701 | $50.9 萬 | 0.2% | −2,463−5.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 19,547 | $42.7 萬 | 0.1% | +6,724+52.4% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 4,580 | $41.5 萬 | 0.1% | −31,721−87.4% | 減碼 | – |
| XYLXylem Inc. | COM | 3,189 | $38.1 萬 | 0.1% | +3,189 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 6,377 | $37.3 萬 | 0.1% | −37,840−85.6% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,766 | $33.5 萬 | 0.1% | +1,766 | 新進 | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 17,596 | $30.1 萬 | 0.1% | +15,925+953.0% | 加碼 | 歷史 |
| MEGINYLI CBRE Global Infrastructure Megatrends Term Fund | COM | 7,904 | $29.0 萬 | 0.1% | −57,680−87.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,671 | $27.0 萬 | 0.1% | −10,430−86.2% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,170 | $26.7 萬 | 0.1% | −8,426−47.9% | 減碼 | – |
| CETCentral Securities Corp | COM | 4,477 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EVRGEvergy, Inc. | Stock | 10,394 | $14.2 萬 | <0.1% | −25,426−71.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 16,999 | – | – | +7,829+85.4% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 1,630 | – | – | −123,563−98.7% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 12,600 | – | – | −3,472−21.6% | 減碼 | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 25,931 | – | – | −34,486−57.1% | 減碼 | 歷史 |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 25,275 | – | – | −7,975−24.0% | 減碼 | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 127,738 | – | – | +88,105+222.3% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 24,908 | – | – | −218,724−89.8% | 減碼 | 歷史 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 13,651 | – | – | +3,257+31.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 13,761 | – | – | −16,506−54.5% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 27,854 | – | – | −21,647−43.7% | 減碼 | 歷史 |