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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 89 项增持 72减持 17

方向

标的

Δ市值

现股数(环比)

减持

GOOG ALPHABET INCORPORATED CAP STK

+$3.4M

48,839 -0%

增持

XLI SPDR INDUSTRIAL SELECT SECTOR

+$1.8M

57,005 +3259%

增持

COF CAPITAL ONE FINL CORPORATION

+$1.5M

50,501 +0%

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。

STAG STAG INDL INCORPORATED REIT

增持

CSCO CISCO SYSTEMS INCORPORATED

+$1.1M

125,193 +1%

增持

DHI D R HORTON INCORPORATED

-$840.0K

36,798 +2%

减持

GS GOLDMAN SACHS GROUP INCORPORAT

+$801.0K

12,823 -2%

增持

JNJ JOHNSON & JOHNSON

+$788.0K

34,235 +1%

减持

AAPL APPLE INCORPORATED

+$785.0K

57,706 -1%

减持

ALSN ALLISON TRANSMISSION HLDGS INC

+$757.0K

73,279 -3%

增持

HD HOME DEPOT INCORPORATED

-$712.0K

13,565 +2%

增持

DVA DAVITA INCORPORATED

-$703.0K

42,502 +2%

增持

MRK MERCK & COMPANY INCORPORATED

+$688.0K

30,688 +1%

增持

BAC BANK AMERICA CORPORATION

+$621.0K

173,360 +0%

增持

BNY BANK NEW YORK MELLON CORPORATI

+$601.0K

79,608 +0%

增持

GPC GENUINE PARTS COMPANY

-$591.0K

44,217 +2%

增持

BABA ALIBABA GROUP HLDG LIMITED SPO

-$545.0K

20,070 +3%

增持

MSFT MICROSOFT CORPORATION

-$538.0K

15,937 +0%

增持

XLE SPDR ENERGY SELECT SECTOR FUND

-$526.0K

17,596 +84%

增持

KO COCA COLA COMPANY

+$512.0K

105,064 +2%

增持

NOC NORTHROP GRUMMAN CORPORATION

-$465.0K

14,775 +1%

增持

MS MORGAN STANLEY COM NEW

+$464.0K

24,844 +0%

减持

UPS UNITED PARCEL SERVICE INCORPOR

+$424.0K

29,663 -2%

增持

T AT&T INCORPORATED

-$371.0K

129,034 +2%

增持

AEP AMERICAN ELEC PWR COMPANY INCO

+$328.0K

80,851 +1%

增持

MO ALTRIA GROUP INCORPORATED

-$287.0K

40,931 +2%

增持

USB US BANCORP DEL

+$274.0K

49,501 +1%

增持

— EXXON MOBIL CORPORATION

+$267.0K

25,535 +3%

增持

QCOM QUALCOMM INCORPORATED

+$254.0K

33,684 +2%

增持

OKE ONEOK INCORPORATED NEW

+$249.0K

126,188 +2%

增持

PSX PHILLIPS 66

-$241.0K

46,164 +1%

增持

PLD PROLOGIS INCORPORATED. REIT

+$241.0K

16,755 +1%

减持

IBM INTERNATIONAL BUSINESS MACHINE

+$211.0K

16,072 -0%

增持

— TOTALENERGIES SE SPONSORED ADS

+$206.0K

30,989 +2%

增持

CVS CVS HEALTH CORPORATION

+$176.0K

26,806 +4%

减持

JPM JPMORGAN CHASE & COMPANY.

+$174.0K

55,582 -1%

增持

DLR DIGITAL RLTY TR INCORPORATED R

-$163.0K

13,436 +4%

增持

PDX PIMCO DYNAMIC INCOME STRATEGY

-$138.0K

24,444 +2%

增持

SHEL SHELL PLC SPON ADS

+$136.0K

31,444 +3%

增持

SO SOUTHERN COMPANY

-$119.0K

25,749 +3%

增持

ADX ADAMS DIVERSIFIED EQUITY FD

+$118.0K

100,835 +1%

增持

UNH UNITEDHEALTH GROUP INCORPORATE

-$114.0K

16,303 +2%

减持

IDV ISHARES TR INTL SEL DIV ETF

+$95.0K

36,301 -1%

增持

VZ VERIZON COMMUNICATIONS INCORPO

-$92.0K

54,383 +4%

增持

TXN TEXAS INSTRS INCORPORATED

-$87.0K

12,101 +2%

增持

MCD MCDONALDS CORPORATION

+$82.0K

7,432 +3%

增持

THQ ABRDN HEALTHCARE OPPORTUNITIES

+$79.0K

37,732 +1%

增持

EVRG EVERGY INCORPORATED

-$78.0K

35,820 +2%

减持

DVN DEVON ENERGY CORPORATION NEW

+$78.0K

108,609 -2%

减持

STEW SRH TOTAL RETURN FUND INCORPOR

-$66.0K

1,671 -91%

增持

XLU SPDR UTILITIES SELECT SECTOR F

+$66.0K

19,278 +111%

增持

BCX BLACKROCK RES & COMMODITIES ST

+$66.0K

70,191 +1%

增持

BRK/B BERKSHIRE HATHAWAY INCORPORATE

+$66.0K

37,858 +0%

增持

PG PROCTER AND GAMBLE COMPANY

-$64.0K

13,531 +4%

增持

LMT LOCKHEED MARTIN CORPORATION

-$56.0K

5,465 +1%

增持

UNP UNION PAC CORPORATION

-$51.0K

27,507 +1%

增持

AFL AFLAC INCORPORATED

-$51.0K

77,401 +1%

增持

MEGI NYLI CBRE GBL INFR MEGTRNDS TR

-$49.0K

65,584 +1%

减持

ABBV ABBVIE INCORPORATED

-$47.0K

14,705 -0%

增持

ADM ARCHER DANIELS MIDLAND COMPANY

-$46.0K

36,843 +2%

增持

CVX CHEVRON CORPORATION NEW

+$37.0K

54,380 +2%

增持

PPL PPL CORPORATION

-$35.0K

57,771 +4%

增持

XAODX ABRDN TOTAL DYNAMIC DIVIDEND C

+$35.0K

99,588 +1%

增持

XGDVX GABELLI DIVID & INCOME TR

+$34.0K

41,697 +1%

增持

PFE PFIZER INCORPORATED

+$32.0K

61,298 +5%

增持

XJQCX NUVEEN CR STRATEGIES INCOME FD

-$32.0K

243,632 +2%

增持

BDJ BLACKROCK ENHANCED EQUITY DIVI

+$32.0K

64,696 +2%

增持

TY TRI CONTL CORPORATION

+$30.0K

61,655 +6%

增持

XDIAX NUVEEN DOW 30 DYNMC OVERWRT FD

+$29.0K

36,490 +3%

增持

MET METLIFE INCORPORATED

-$28.0K

29,247 +3%

增持

RVT ROYCE SMALL CAP TRUST INCORPOR

+$26.0K

53,094 +3%

增持

XBOEX BLACKROCK ENHANCED GLOBAL DIVI

+$18.0K

63,805 +1%

减持

TGT TARGET CORPORATION

+$17.0K

14,271 -7%

增持

GAM GENERAL AMERN INVS COMPANY INC

+$12.0K

6,377 +9%

增持

XNIEX VIRTUS EQUITY & CONV INCM FD

+$11.0K

32,642 +2%

增持

ISD PGIM HIGH YIELD BOND FUND INCO

+$11.0K

39,633 +1%

增持

BST BLACKROCK SCIENCE & TECHNOLOGY

-$10.0K

18,527 +1%

增持

PEY INVESCO HIGH YIELD EQUITY DIVI

-$9.0K

30,267 +2%

增持

PM PHILIP MORRIS INTERNATIONAL IN

-$8.0K

16,995 +1%

增持

BGB BLACKSTONE STRATEGIC CRED 2027

-$8.0K

60,417 +2%

增持

GHY PGIM GLOBAL HIGH YIELD FD FORM

-$8.0K

42,898 +3%

增持

CET CENTRAL SECS CORPORATION

+$7.0K

4,477 +4%

增持

AVK ADVENT CONV & INCOME FD

-$5.0K

61,919 +1%

减持

VOO VANGUARD INDEX FUNDS S&P 500 E

+$3.0K

469 -1%

减持

SCHG SCHWAB U.S. LARGE-CAP GROWTH E

+$3.0K

9,170 -1%

增持

XFFCX FLAHERTY & CRUMRINE PREFERRED

+$3.0K

33,250 +3%

增持

BTZ BLACKROCK CR ALLOCATION INCOME

+$2.0K

82,079 +2%

减持

IEFA ISHARES TR CORE MSCI EAFE

+$2.0K

4,580 -2%

减持

ETV EATON VANCE TAX-MANAGED BUY- W

-$1.0K

10,394 -1%