Jeppson Wealth Management, LLC
- SEC CIK
- 0001831263
- 最新申報
- 2026/8/4
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 211
- 較 2025 年第 1 季 +5
- 總值
- $2.89 億
- 較 2025 年第 1 季 +$1,595 萬 (+5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98,158 | $2,014 萬 | 7.0% | −650−0.7% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 182,440 | $1,877 萬 | 6.5% | −1,500−0.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 83,291 | $1,316 萬 | 4.6% | −3,104−3.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 21,791 | $1,009 萬 | 3.5% | −323−1.5% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 175,637 | $882.9 萬 | 3.1% | +3,360+2.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 13,604 | $676.7 萬 | 2.3% | −545−3.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,339 | $643.7 萬 | 2.2% | −108−0.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 57,044 | $614.9 萬 | 2.1% | +1,496+2.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 47,973 | $594.9 萬 | 2.1% | −427−0.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 26,404 | $577.3 萬 | 2.0% | −1,016−3.7% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 193,820 | $560.9 萬 | 1.9% | −1,093−0.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 58,620 | $406.7 萬 | 1.4% | −275−0.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 87,169 | $377.2 萬 | 1.3% | −677−0.8% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 36,255 | $376.2 萬 | 1.3% | −164−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,656 | $366.9 萬 | 1.3% | −715−5.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,289 | $366.3 萬 | 1.3% | +48+0.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,539 | $353.8 萬 | 1.2% | −379−7.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 19,092 | $338.7 萬 | 1.2% | −148−0.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 20,158 | $294.4 萬 | 1.0% | +119+0.6% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 25,110 | $289.6 萬 | 1.0% | +31+0.1% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 97,871 | $287.7 萬 | 1.0% | +930+1.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,875 | $286.0 萬 | 1.0% | −64−1.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 28,547 | $279.1 萬 | 1.0% | −634−2.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 55,465 | $262.5 萬 | 0.9% | +2,273+4.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 16,040 | $255.5 萬 | 0.9% | +95+0.6% | 加碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 27,564 | $247.5 萬 | 0.9% | −101−0.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 11,614 | $237.7 萬 | 0.8% | −145−1.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,625 | $233.0 萬 | 0.8% | +155+1.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,479 | $228.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,908 | $227.7 萬 | 0.8% | −46−0.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 15,866 | $227.2 萬 | 0.8% | +877+5.9% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 52,298 | $226.7 萬 | 0.8% | +2,458+4.9% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 19,497 | $216.2 萬 | 0.7% | −114−0.6% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 12,774 | $214.6 萬 | 0.7% | −161−1.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,870 | $202.5 萬 | 0.7% | −127−1.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 24,910 | $199.6 萬 | 0.7% | −70−0.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,279 | $190.8 萬 | 0.7% | +334+3.4% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 51,856 | $190.1 萬 | 0.7% | −145−0.3% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 15,972 | $188.5 萬 | 0.7% | −194−1.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 13,658 | $185.8 萬 | 0.6% | −50.0% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 19,183 | $175.0 萬 | 0.6% | −122−0.6% | 減碼 | 歷史 |
| SRESempra | Stock | 23,070 | $174.8 萬 | 0.6% | +12+0.1% | 加碼 | 歷史 |
| RIORio Tinto PLC | ADR | 29,902 | $174.4 萬 | 0.6% | −552−1.8% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 10,784 | $173.4 萬 | 0.6% | +1,483+15.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,936 | $165.7 萬 | 0.6% | −2,177−9.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,287 | $163.7 萬 | 0.6% | +106+1.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 17,469 | $160.4 萬 | 0.6% | −34−0.2% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 16,097 | $150.2 萬 | 0.5% | −225−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,315 | $149.7 萬 | 0.5% | +482+8.3% | 加碼 | – |
| COPConocoPhillips | Stock | 16,473 | $147.8 萬 | 0.5% | −28−0.2% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 9,363 | $143.9 萬 | 0.5% | −160−1.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 10,595 | $143.8 萬 | 0.5% | −55−0.5% | 減碼 | – |
| MELIMercadolibre Inc | COM | 533 | $139.3 萬 | 0.5% | −1−0.2% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 22,040 | $137.5 萬 | 0.5% | +327+1.5% | 加碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 26,709 | $137.3 萬 | 0.5% | −413−1.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,112 | $136.4 萬 | 0.5% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 1,010 | $135.3 萬 | 0.5% | −22−2.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,403 | $132.5 萬 | 0.5% | −194−7.5% | 減碼 | – |
| OXYOccidental Petroleum Corp | Stock | 31,402 | $131.9 萬 | 0.5% | −12,270−28.1% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,543 | $127.1 萬 | 0.4% | +156+6.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,144 | $125.9 萬 | 0.4% | 00.0% | 不變 | – |
| PSXPhillips 66 | Stock | 10,269 | $122.5 萬 | 0.4% | −25−0.2% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 19,953 | $122.1 萬 | 0.4% | −180−0.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,796 | $120.6 萬 | 0.4% | −170−4.3% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 5,499 | $117.0 萬 | 0.4% | −148−2.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 5,490 | $115.0 萬 | 0.4% | +110+2.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,072 | $112.6 萬 | 0.4% | −5−0.2% | 減碼 | 歷史 |
| NNNNNN REIT, Inc. | REIT | 24,982 | $107.9 萬 | 0.4% | −620−2.4% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 8,041 | $103.7 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,707 | $103.5 萬 | 0.4% | +12+0.3% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,050 | $101.2 萬 | 0.4% | −100−1.0% | 減碼 | – |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 78,747 | $100.2 萬 | 0.3% | +3,678+4.9% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 3,197 | $100.1 萬 | 0.3% | −25−0.8% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,549 | $98.0 萬 | 0.3% | +66+1.0% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 37,739 | $97.4 萬 | 0.3% | −11,312−23.1% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 17,818 | $92.3 萬 | 0.3% | +1,115+6.7% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 4,578 | $92.1 萬 | 0.3% | −34−0.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 37,526 | $91.0 萬 | 0.3% | +4,411+13.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,850 | $90.4 萬 | 0.3% | +80+1.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,089 | $90.3 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 15,414 | $87.1 萬 | 0.3% | +700+4.8% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 23,104 | $83.8 萬 | 0.3% | −1,485−6.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,644 | $81.5 萬 | 0.3% | −5−0.2% | 減碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 16,532 | $79.5 萬 | 0.3% | −6,625−28.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 17,167 | $79.5 萬 | 0.3% | +2,376+16.1% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 8,609 | $78.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 13,455 | $77.5 萬 | 0.3% | +1,875+16.2% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 6,048 | $73.2 萬 | 0.3% | −30−0.5% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,190 | $72.2 萬 | 0.2% | −326−4.3% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 13,500 | $71.0 萬 | 0.2% | −184−1.3% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 5,290 | $70.5 萬 | 0.2% | +57+1.1% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 14,386 | $70.3 萬 | 0.2% | +11+0.1% | 加碼 | – |
| TRVTravelers Companies, Inc. | Stock | 2,490 | $66.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 3,050 | $66.5 萬 | 0.2% | +11+0.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,848 | $65.5 萬 | 0.2% | +20+0.7% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 11,642 | $65.1 萬 | 0.2% | +5,165+79.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 7,599 | $64.7 萬 | 0.2% | +1,362+21.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,816 | $64.5 萬 | 0.2% | −2−0.1% | 減碼 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 6,734 | $64.0 萬 | 0.2% | −335−4.7% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（11 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SLBSLB Limited | Stock | 8,985 | $37.6 萬 | 0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 24,640 | $29.5 萬 | 0.1% | – |
| BERYBerry Global Group, Inc. | COM | 3,880 | $27.1 萬 | 0.1% | 歷史 |
| CPBCAMPBELL'S Co | COM | 6,086 | $24.3 萬 | 0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 5,820 | $21.8 萬 | 0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,175 | $21.6 萬 | 0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 10,773 | $20.9 萬 | 0.1% | – |
| LVSLas Vegas Sands Corp | COM | 5,420 | $20.9 萬 | 0.1% | 歷史 |
| RZLTRezolute, Inc. | COM NEW | 12,001 | $3.48 萬 | <0.1% | 歷史 |
| BLNKBlink Charging Co. | COM | 16,690 | $1.53 萬 | <0.1% | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 11,402 | $1.35 萬 | <0.1% | 歷史 |