Jeppson Wealth Management, LLC
- SEC CIK
- 0001831263
- 最新申報
- 2026/8/4
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/3 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 192
- 較 2022 年第 1 季 +21
- 總值
- $2.33 億
- 較 2022 年第 1 季 +$1,822 萬 (+8.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 482,100 | $2,416 萬 | 10.4% | −59,364−11.0% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 176,386 | $1,789 萬 | 7.7% | +106,562+152.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 111,097 | $1,519 萬 | 6.5% | +11,021+11.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 21,792 | $937.0 萬 | 4.0% | +5,961+37.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 102,709 | $879.6 萬 | 3.8% | +79,113+335.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 131,904 | $669.4 萬 | 2.9% | +65,805+99.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,702 | $403.3 萬 | 1.7% | +2,255+16.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 27,667 | $400.6 萬 | 1.7% | +15,598+129.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 40,357 | $381.0 萬 | 1.6% | +6,616+19.6% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 35,419 | $339.8 萬 | 1.5% | +36+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,055 | $319.2 萬 | 1.4% | +1,335+4.6% | 加碼依 20 比 1 拆股換算 | 歷史 |
| PFEPfizer Inc | Stock | 58,382 | $306.1 萬 | 1.3% | +2,074+3.7% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 79,743 | $304.1 萬 | 1.3% | +31,648+65.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,827 | $286.2 萬 | 1.2% | −240−2.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 61,753 | $263.3 萬 | 1.1% | +3,908+6.8% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 44,364 | $261.2 萬 | 1.1% | +302+0.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,166 | $255.1 萬 | 1.1% | +44+3.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,872 | $246.2 萬 | 1.1% | +10,520+313.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,662 | $239.6 萬 | 1.0% | +9,390+129.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 110,349 | $231.3 萬 | 1.0% | +42,987+63.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,847 | $226.5 萬 | 1.0% | +1,764+7.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 16,798 | $199.4 萬 | 0.9% | +16,798 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 17,293 | $194.7 萬 | 0.8% | +1,874+12.2% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 16,841 | $191.8 萬 | 0.8% | −2,019−10.7% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 14,972 | $191.2 萬 | 0.8% | +2,836+23.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 26,610 | $185.9 萬 | 0.8% | +11,602+77.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 58,615 | $182.5 萬 | 0.8% | +7,776+15.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,687 | $177.2 萬 | 0.8% | +1,771+17.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 19,029 | $170.9 萬 | 0.7% | −711−3.6% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 31,622 | $163.2 萬 | 0.7% | +2,797+9.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 16,663 | $160.1 萬 | 0.7% | +683+4.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 41,894 | $156.7 萬 | 0.7% | −1,376−3.2% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 19,220 | $153.4 萬 | 0.7% | +351+1.9% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 20,089 | $151.6 萬 | 0.7% | +201+1.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,943 | $149.0 萬 | 0.6% | +3,965+79.7% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 49,905 | $140.7 萬 | 0.6% | +8,871+21.6% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 10,333 | $139.7 萬 | 0.6% | +6,306+156.6% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 15,911 | $135.8 萬 | 0.6% | +15,911 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 7,963 | $134.1 萬 | 0.6% | +5,463+218.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 17,212 | $132.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 12,322 | $132.1 萬 | 0.6% | +1,805+17.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 11,616 | $126.2 萬 | 0.5% | +4,227+57.2% | 加碼 | 歷史 |
| SRESempra | Stock | 8,287 | $124.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 10,175 | $123.7 萬 | 0.5% | +510+5.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 18,983 | $117.3 萬 | 0.5% | +2,198+13.1% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,435 | $116.5 萬 | 0.5% | +1,120+85.2% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 45,177 | $111.5 萬 | 0.5% | +8,320+22.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 499 | $108.7 萬 | 0.5% | +67+15.5% | 加碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 29,717 | $107.1 萬 | 0.5% | +490+1.7% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 15,088 | $103.0 萬 | 0.4% | +3,941+35.4% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 26,221 | $102.7 萬 | 0.4% | +2,160+9.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,266 | $101.0 萬 | 0.4% | +363+6.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,005 | $99.0 萬 | 0.4% | −4−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,225 | $98.5 萬 | 0.4% | +20+0.4% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 6,411 | $98.2 萬 | 0.4% | +2,463+62.4% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 10,308 | $97.8 萬 | 0.4% | +486+4.9% | 加碼 | 歷史 |
| RIORio Tinto PLC | ADR | 15,503 | $94.6 萬 | 0.4% | +1,210+8.5% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 16,672 | $93.7 萬 | 0.4% | +2,518+17.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,798 | $92.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,739 | $92.3 萬 | 0.4% | +1,585+73.6% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,131 | $92.1 萬 | 0.4% | +5+0.1% | 加碼 | – |
| WPCW. P. Carey Inc. | COM | 11,056 | $91.6 萬 | 0.4% | +11,056 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 10,972 | $90.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,044 | $83.5 萬 | 0.4% | −30−1.0% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 26,164 | $82.8 萬 | 0.4% | +877+3.5% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 9,939 | $81.8 萬 | 0.4% | −19−0.2% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 48,572 | $81.4 萬 | 0.4% | +10,027+26.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,947 | $81.3 萬 | 0.3% | +726+13.9% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 14,050 | $78.4 萬 | 0.3% | −88,807−86.3% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 6,835 | $77.7 萬 | 0.3% | +1,010+17.3% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 8,298 | $75.7 萬 | 0.3% | +502+6.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,872 | $74.5 萬 | 0.3% | +444+10.0% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 5,207 | $73.4 萬 | 0.3% | +2,990+134.9% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,601 | $72.3 萬 | 0.3% | +7,601 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,900 | $71.2 萬 | 0.3% | +904+30.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 7,746 | $69.5 萬 | 0.3% | +3,092+66.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 5,337 | $69.1 萬 | 0.3% | +2,635+97.5% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 21,903 | $68.4 萬 | 0.3% | +10,543+92.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| CAHCardinal Health Inc | Stock | 12,703 | $66.4 萬 | 0.3% | −19−0.1% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 5,181 | $65.7 萬 | 0.3% | −30−0.6% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,595 | $64.9 萬 | 0.3% | −55−1.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,308 | $64.7 萬 | 0.3% | +4+0.2% | 加碼 | – |
| AMGNAmgen Inc | Stock | 2,631 | $64.0 萬 | 0.3% | +546+26.2% | 加碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 13,314 | $64.0 萬 | 0.3% | +210+1.6% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 19,847 | $62.5 萬 | 0.3% | +1,172+6.3% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 5,871 | $61.2 萬 | 0.3% | −333−5.4% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 20,785 | $60.8 萬 | 0.3% | +1,535+8.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,631 | $60.6 萬 | 0.3% | +4,554+89.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,847 | $59.8 萬 | 0.3% | +252+9.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,478 | $57.9 萬 | 0.2% | −50−0.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,557 | $57.7 萬 | 0.2% | +2,147+39.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,574 | $57.6 萬 | 0.2% | +24+1.5% | 加碼 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 66,282 | $55.5 萬 | 0.2% | +5,863+9.7% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 3,233 | $54.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 19,341 | $54.0 萬 | 0.2% | +1,376+7.7% | 加碼 | – |
| ULUnilever PLC | SPON ADR NEW | 11,756 | $53.9 萬 | 0.2% | +3,206+37.5% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 12,089 | $53.4 萬 | 0.2% | +1,540+14.6% | 加碼 | – |
| NEMNEWMONT Corp | Stock | 8,850 | $52.8 萬 | 0.2% | −45−0.5% | 減碼 | 歷史 |
| SBRASabra Health Care REIT, Inc. | REIT | 36,855 | $51.5 萬 | 0.2% | +2,650+7.7% | 加碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 23,972 | $50.1 萬 | 0.2% | +23,972 | 新進 | 歷史 |
2022 年第 1 季之後清倉（14 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ANATAmerican National Group Inc | COM NEW | 21,644 | $409.2 萬 | 1.9% | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 14,509 | $43.9 萬 | 0.2% | – |
| GSKGSK plc | SPONSORED ADR | 9,899 | $43.1 萬 | 0.2% | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 6,171 | $29.8 萬 | 0.1% | 歷史 |
| SLBSLB Limited | Stock | 5,776 | $23.8 萬 | 0.1% | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 6,390 | $23.2 萬 | 0.1% | – |
| ATRSAntares Pharma, Inc. | COM | 55,235 | $22.6 萬 | 0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 8,992 | $22.4 萬 | 0.1% | 歷史 |
| CAKECheesecake Factory Inc | COM | 5,567 | $22.1 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,203 | $21.1 萬 | 0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,810 | $20.9 萬 | 0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,363 | $20.0 萬 | 0.1% | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 11,250 | $16.3 萬 | 0.1% | – |
| TELFYTelefonica S A | SPONSORED ADR | 10,768 | $5.10 萬 | <0.1% | 歷史 |