Stolper Co
- SEC CIK
- 0001808195
- 最新申報
- 2026/7/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 91
- 較 2026 年第 1 季 −2
- 總值
- $3.87 億
- 較 2026 年第 1 季 +$8,460 萬 (+27.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 39,843 | $1,994 萬 | 5.1% | −43,796−52.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 55,195 | $1,807 萬 | 4.7% | +211+0.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 58,187 | $1,684 萬 | 4.3% | +656+1.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 44,833 | $1,584 萬 | 4.1% | −3,799−7.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 12,420 | $1,256 萬 | 3.2% | −7,127−36.5% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 80,034 | $1,157 萬 | 3.0% | +42,134+111.2% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 132,282 | $1,150 萬 | 3.0% | −115,925−46.7% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 83,895 | $1,148 萬 | 3.0% | +2,721+3.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 93,845 | $1,102 萬 | 2.8% | +92,215+5,657.4% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 50,972 | $1,023 萬 | 2.6% | +1,907+3.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 176,763 | $1,007 萬 | 2.6% | +97,255+122.3% | 加碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 85,388 | $962.7 萬 | 2.5% | +3,118+3.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 56,778 | $941.2 萬 | 2.4% | +2,107+3.9% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 79,106 | $927.5 萬 | 2.4% | +1,416+1.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 35,608 | $904.3 萬 | 2.3% | +1,361+4.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 108,584 | $882.5 萬 | 2.3% | −16,575−13.2% | 減碼 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 108,024 | $834.1 萬 | 2.2% | +108,024 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 48,609 | $821.7 萬 | 2.1% | +4,908+11.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 30,202 | $821.5 萬 | 2.1% | +15,230+101.7% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 15,908 | $810.2 萬 | 2.1% | +14,563+1,082.8% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 34,820 | $774.7 萬 | 2.0% | −2,346−6.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 18,531 | $770.2 萬 | 2.0% | −43,893−70.3% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 41,568 | $677.1 萬 | 1.7% | +14,706+54.7% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 161,439 | $667.1 萬 | 1.7% | +118,322+274.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,093 | $637.6 萬 | 1.6% | −12,780−42.8% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 49,179 | $580.2 萬 | 1.5% | +42,802+671.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,883 | $560.2 萬 | 1.4% | −28,346−64.1% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 23,635 | $494.1 萬 | 1.3% | +6,193+35.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 16,248 | $456.9 萬 | 1.2% | +3,648+29.0% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 39,135 | $420.7 萬 | 1.1% | +26,954+221.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 31,675 | $407.0 萬 | 1.1% | +24,128+319.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,019 | $377.9 萬 | 1.0% | +413+2.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 12,122 | $361.3 萬 | 0.9% | +10,451+625.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 25,234 | $345.0 萬 | 0.9% | +25,234 | 新進 | 歷史 |
| EVRGEvergy, Inc. | Stock | 36,490 | $315.4 萬 | 0.8% | +26,096+251.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 17,188 | $310.9 萬 | 0.8% | −45,607−72.6% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 50,668 | $306.0 萬 | 0.8% | +22,814+81.9% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 41,966 | $301.9 萬 | 0.8% | +632+1.5% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 25,286 | $301.5 萬 | 0.8% | +25,286 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 27,604 | $285.6 萬 | 0.7% | −77,967−73.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 133,346 | $276.0 萬 | 0.7% | −40,055−23.1% | 減碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 107,587 | $274.9 萬 | 0.7% | +3,912+3.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,392 | $274.7 萬 | 0.7% | −82−1.5% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 27,617 | $264.3 萬 | 0.7% | −26,882−49.3% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 31,169 | $263.7 萬 | 0.7% | +164+0.5% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 14,009 | $251.6 萬 | 0.6% | −96,898−87.4% | 減碼 | 歷史 |
| SHELShell plc | ADR | 31,962 | $247.8 萬 | 0.6% | −2,207−6.5% | 減碼 | 歷史 |
| TTETotalEnergies SE | ACT | 31,294 | $243.3 萬 | 0.6% | +144+0.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 56,657 | $239.9 萬 | 0.6% | −15,114−21.1% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 24,913 | $239.1 萬 | 0.6% | +4,814+24.0% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 17,543 | $237.7 萬 | 0.6% | −7,301−29.4% | 減碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 61,659 | $234.7 萬 | 0.6% | +3,526+6.1% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 62,080 | $225.7 萬 | 0.6% | +44,925+261.9% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 65,324 | $224.8 萬 | 0.6% | +46,874+254.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,903 | $213.6 萬 | 0.6% | +6,808+621.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,159 | $207.6 萬 | 0.5% | −32,604−69.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 14,527 | $189.7 萬 | 0.5% | −4,904−25.2% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 37,656 | $156.0 萬 | 0.4% | +33,076+722.2% | 加碼 | – |
| PFEPfizer Inc | Stock | 63,611 | $153.2 萬 | 0.4% | +30,553+92.4% | 加碼 | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 43,288 | $127.3 萬 | 0.3% | +9,437+27.9% | 加碼 | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 260,346 | $126.5 萬 | 0.3% | +235,438+945.2% | 加碼 | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 104,186 | $107.4 萬 | 0.3% | +3,218+3.2% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 56,794 | $104.9 萬 | 0.3% | +42,951+310.3% | 加碼 | 歷史 |
| MEGINYLI CBRE Global Infrastructure Megatrends Term Fund | COM | 68,556 | $104.2 萬 | 0.3% | +60,652+767.4% | 加碼 | 歷史 |
| BSTBlackRock Science & Technology Trust | SHS | 19,378 | $98.3 萬 | 0.3% | −42,150−68.5% | 減碼 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 34,455 | $92.5 萬 | 0.2% | −3,270−8.7% | 減碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 87,774 | $89.7 萬 | 0.2% | +22,002+33.5% | 加碼 | 歷史 |
| BGRBlackRock Energy & Resources Trust | COM | 58,102 | $86.1 萬 | 0.2% | +58,102 | 新進 | 歷史 |
| AVKAdvent Convertible & Income Fund | COM | 65,745 | $86.1 萬 | 0.2% | +2,719+4.3% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 18,962 | $86.0 萬 | 0.2% | −7,273−27.7% | 減碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 72,889 | $82.4 萬 | 0.2% | +54,103+288.0% | 加碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 66,870 | $80.8 萬 | 0.2% | −4,087−5.8% | 減碼 | 歷史 |
| THQabrdn Healthcare Opportunities Fund | SHS | 39,612 | $74.2 萬 | 0.2% | +1,332+3.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 31,869 | $73.9 萬 | 0.2% | +18,108+131.6% | 加碼 | – |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 64,513 | $72.9 萬 | 0.2% | +38,582+148.8% | 加碼 | 歷史 |
| BGYBlackRock Enhanced International Dividend Trust | COM BENE INTER | 122,752 | $70.5 萬 | 0.2% | +122,752 | 新進 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 68,503 | $65.6 萬 | 0.2% | +3,841+5.9% | 加碼 | 歷史 |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 35,383 | $57.6 萬 | 0.1% | +10,108+40.0% | 加碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 45,789 | $55.4 萬 | 0.1% | −20,649−31.1% | 減碼 | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 42,229 | $55.2 萬 | 0.1% | −85,509−66.9% | 減碼 | 歷史 |
| PDXPIMCO Dynamic Income Strategy Fund | COM SHS BEN INT | 26,047 | $54.2 萬 | 0.1% | −14,310−35.5% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,580 | $44.2 萬 | 0.1% | −11,410−71.4% | 減碼 | – |
| GAMGeneral American Investors Co Inc | COM | 6,307 | $40.2 萬 | 0.1% | −35,854−85.0% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 469 | $32.2 萬 | 0.1% | −30,620−98.5% | 減碼 | – |
| STEWSRH Total Return Fund, Inc. | COM | 17,596 | $31.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,170 | $31.0 萬 | 0.1% | −7,829−46.1% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,643 | $30.4 萬 | 0.1% | −30,072−94.8% | 減碼 | – |
| CETCentral Securities Corp | COM | 4,477 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,798 | $23.2 萬 | 0.1% | +2,798 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,802 | $21.6 萬 | 0.1% | +2,802 | 新進 | – |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 10,394 | $15.5 萬 | <0.1% | −3,257−23.9% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（9 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 14,709 | $1,004 萬 | 3.3% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 130,864 | $379.4 萬 | 1.3% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 36,010 | $295.0 萬 | 1.0% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 49,684 | $258.4 萬 | 0.9% | 歷史 |
| QCOMQualcomm Inc | Stock | 58,680 | $224.2 萬 | 0.7% | 歷史 |
| VVisa Inc. | Stock | 2,799 | $84.6 萬 | 0.3% | 歷史 |
| XYLXylem Inc. | COM | 3,189 | $38.1 萬 | 0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,766 | $33.5 萬 | 0.1% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,170 | $26.7 萬 | 0.1% | – |