Stolper Co

报告期 2026-03-31 · CIK 0001808195

持仓数

前50大市值合计

$316.2M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

24Q2 调仓2024-03-31 → 2024-06-30 · 共 87 项增持 63减持 24

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INCORPORATED

+$2.5M

63,172 +0%

增持

GOOG ALPHABET INCORPORATED CAP STK

+$1.7M

49,756 +2%

增持

HPQ HP INCORPORATED

+$1.2M

207,878 +3%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

ORCL ORACLE CORPORATION

增持

QCOM QUALCOMM INCORPORATED

+$1.1M

33,145 +2%

增持

PSX PHILLIPS 66

-$886.0K

45,584 +2%

增持

DHI D R HORTON INCORPORATED

-$706.0K

36,669 +3%

增持

GS GOLDMAN SACHS GROUP INCORPORAT

+$616.0K

14,234 +2%

增持

CVS CVS HEALTH CORPORATION

-$449.0K

23,716 +2%

增持

MSFT MICROSOFT CORPORATION

+$449.0K

16,344 +0%

增持

KO COCA COLA COMPANY

+$439.0K

100,455 +3%

增持

AFL AFLAC INCORPORATED

+$421.0K

80,892 +2%

增持

BAC BANK AMERICA CORPORATION

+$418.0K

177,518 +1%

增持

TGT TARGET CORPORATION

-$381.0K

13,246 +0%

增持

UNP UNION PAC CORPORATION

-$372.0K

27,335 +3%

增持

UNH UNITEDHEALTH GROUP INCORPORATE

+$364.0K

16,563 +2%

增持

NOC NORTHROP GRUMMAN CORPORATION

-$359.0K

14,641 +4%

增持

HD HOME DEPOT INCORPORATED

-$345.0K

13,320 +4%

减持

IBM INTERNATIONAL BUSINESS MACHINE

-$340.0K

16,951 -1%

增持

BNY BANK NEW YORK MELLON CORPORATI

+$328.0K

81,051 +3%

减持

KR KROGER COMPANY

-$282.0K

38,079 -0%

增持

OKE ONEOK INCORPORATED NEW

+$272.0K

129,792 +1%

增持

DVN DEVON ENERGY CORPORATION NEW

-$258.0K

131,242 +2%

减持

MRK MERCK & COMPANY INCORPORATED

-$248.0K

26,266 -1%

增持

BRK/B BERKSHIRE HATHAWAY INCORPORATE

-$247.0K

40,889 +2%

减持

NEM NEWMONT CORPORATION

+$224.0K

38,038 -0%

增持

MMM 3M COMPANY

+$215.0K

16,835 +19%

增持

PLD PROLOGIS INCORPORATED. REIT

-$207.0K

15,223 +3%

增持

— DISCOVER FINL SVCS

+$206.0K

52,431 +3%

增持

UPS UNITED PARCEL SERVICE INCORPOR

-$205.0K

34,780 +4%

增持

JNJ JOHNSON & JOHNSON

-$203.0K

33,730 +4%

增持

T AT&T INCORPORATED

+$202.0K

125,518 +1%

增持

PM PHILIP MORRIS INTERNATIONAL IN

+$181.0K

17,073 +1%

增持

JPM JPMORGAN CHASE & COMPANY

+$170.0K

60,412 +0%

减持

ABBV ABBVIE INCORPORATED

-$160.0K

14,502 -0%

增持

SO SOUTHERN COMPANY

+$154.0K

24,717 +1%

增持

BABA ALIBABA GROUP HLDG LIMITED SPO

+$149.0K

19,816 +12%

增持

DOW DOW INCORPORATED

-$147.0K

81,335 +6%

减持

SHEL SHELL PLC SPON ADS

+$145.0K

28,620 -0%

减持

ADX ADAMS DIVERSIFIED EQUITY FD

+$141.0K

93,143 -2%

增持

MCD MCDONALDS CORPORATION

-$129.0K

6,996 +3%

增持

CVX CHEVRON CORPORATION NEW

+$120.0K

51,412 +2%

增持

UGI UGI CORPORATION NEW

-$103.0K

79,916 +1%

增持

MET METLIFE INCORPORATED

-$101.0K

29,282 +1%

减持

DLR DIGITAL RLTY TR INCORPORATED R

+$98.0K

12,727 -0%

增持

DVA DAVITA INCORPORATED

+$98.0K

43,012 +1%

增持

MS MORGAN STANLEY COM NEW

+$95.0K

24,788 +1%

增持

STAG STAG INDL INCORPORATED REIT

-$94.0K

52,057 +2%

减持

ADM ARCHER DANIELS MIDLAND COMPANY

-$93.0K

32,785 -1%

增持

VZ VERIZON COMMUNICATIONS INCORPO

+$73.0K

48,512 +6%

减持

MO ALTRIA GROUP INCORPORATED

+$71.0K

38,937 -0%

增持

PFE PFIZER INCORPORATED

+$62.0K

50,190 +4%

减持

— EXXON MOBIL CORPORATION

-$43.0K

23,675 -1%

减持

XLE SPDR ENERGY SELECT SECTOR FUND

-$41.0K

9,540 -1%

增持

— TOTALENERGIES SE SPONSORED ADS

-$38.0K

28,211 +1%

增持

PPL PPL CORPORATION

+$38.0K

52,924 +2%

增持

IGR CBRE GBL REAL ESTATE INCORPORA

-$35.0K

102,654 +0%

增持

XNIEX VIRTUS EQUITY & CONV INCM FD

+$27.0K

30,452 +0%

减持

PG PROCTER AND GAMBLE COMPANY

+$26.0K

12,305 -0%

增持

CSCO CISCO SYSTEMS INCORPORATED

-$23.0K

125,433 +5%

增持

RVT ROYCE VALUE TR INCORPORATED

-$22.0K

46,475 +2%

减持

STEW SRH TOTAL RETURN FUND INCORPOR

-$19.0K

18,516 -3%

减持

JPC NUVEEN PREFERRED & INCOME OPPO

+$17.0K

68,398 -1%

减持

IEFA ISHARES TR CORE MSCI EAFE

-$17.0K

4,746 -3%

减持

XLU SPDR UTILITIES SELECT SECTOR F

+$17.0K

9,431 -1%

增持

PEY INVESCO HIGH YIELD EQUITY DIVI

-$17.0K

29,077 +2%

增持

XAODX ABRDN TOTAL DYNAMIC DIVIDEND C

+$16.0K

96,096 +1%

增持

BTZ BLACKROCK CR ALLOCATION INCOME

+$15.0K

75,246 +2%

增持

SHY ISHARES TR 1 3 YR TREAS BD

+$13.0K

8,008 +2%

减持

XLI SPDR INDUSTRIAL SELECT SECTOR

-$13.0K

1,722 -3%

减持

XGDVX GABELLI DIVID & INCOME TR

-$13.0K

41,190 -0%

减持

SCHG SCHWAB U.S. LARGE-CAP GROWTH E

+$13.0K

2,444 -3%

增持

BCX BLACKROCK RES & COMMODITIES ST

+$11.0K

66,338 +1%

减持

GAM GENERAL AMERN INVS COMPANY INC

+$11.0K

5,623 -3%

增持

XBOEX BLACKROCK ENHANCED GLOBAL DIVI

+$11.0K

61,213 +0%

减持

BST BLACKROCK SCIENCE & TECHNOLOGY

+$8.0K

17,050 -1%

增持

BGB BLACKSTONE STRATEGIC CRED 2027

+$8.0K

56,205 +1%

增持

BDJ BLACKROCK ENHANCED EQUITY DIVI

+$7.0K

62,260 +2%

增持

ISD PGIM HIGH YIELD BOND FUND INCO

+$5.0K

38,595 +2%

增持

IDV ISHARES TR INTL SEL DIV ETF

+$4.0K

36,986 +2%

增持

AVK ADVENT CONV & INCOME FD

+$3.0K

56,996 +1%

增持

XDIAX NUVEEN DOW 30 DYNMC OVERWRT FD

-$3.0K

32,707 +4%

增持

XJQCX NUVEEN CR STRATEGIES INCOME FD

-$2.0K

223,329 +0%

增持

GHY PGIM GLOBAL HIGH YIELD FD FORM

+$2.0K

41,658 +1%

减持

TY TRI CONTL CORPORATION

+$1.0K

52,890 -0%

减持

VOO VANGUARD INDEX FUNDS S&P 500 E

+$1.0K

502 -3%

增持

PFF ISHARES TR PFD AND INCM SEC

+$1.0K

15,413 +2%