Stolper Co
TULSA OK · SEC CIK 0001808195
$4.64亿2026Q1 申报市值
93持仓数
40.7%前十大占比 · 第一大 8.6%
4 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BRK/B 加仓+$2,193.83万
VOO 加仓+$1,829.70万
UNH 加仓+$1,247.99万
OKE 加仓+$1,102.93万
PM 加仓+$757.26万
2026Q1 卖出最多 按季末市值估算
CSCO 减仓-$4,025.27万
BNY 减仓-$1,998.68万
NORTHROP GRUMMAN 减仓-$1,485.98万
BAC 减仓-$1,113.36万
DVN 减仓-$1,006.60万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XJQCX | MORGAN STANLEY COM NEW | $12.13万 | 0.03% | 24,908 | -218,724 | -89.8% | -$106.52万 | 减仓 |
| ETV | DIGITAL RLTY TR INCORPORATED R | $18.66万 | 0.04% | 13,651 | 3,257 | 31.3% | $4.45万 | 加仓 |
| CET | CENTRAL SECS CORPORATION | $22.20万 | 0.05% | 4,477 | 0 | 0.0% | — | 不变 |
| RVT | PROCTER & GAMBLE COMPANY | $22.98万 | 0.05% | 13,843 | -39,251 | -73.9% | -$65.16万 | 减仓 |
| XLE | SCHWAB U.S. LARGE-CAP GROWTH E | $26.70万 | 0.06% | 9,170 | -8,426 | -47.9% | -$24.53万 | 减仓 |
| TXN | STATE STREET INDUSTRIAL SELECT | $27.00万 | 0.06% | 1,671 | -10,430 | -86.2% | -$168.53万 | 减仓 |
| BGB | CANADIAN NATL RY COMPANY | $28.91万 | 0.06% | 25,931 | -34,486 | -57.1% | -$38.45万 | 减仓 |
| MEGI | NOVO-NORDISK A S | $29.00万 | 0.06% | 7,904 | -57,680 | -87.9% | -$211.63万 | 减仓 |
| PEY | HOME DEPOT INCORPORATED | $29.47万 | 0.06% | 13,761 | -16,506 | -54.5% | -$35.35万 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INCORPOR | $30.10万 | 0.06% | 17,596 | 15,925 | 953.0% | $27.24万 | 加仓 |
| VRSK | VERISK ANALYTICS INCORPORATED | $33.50万 | 0.07% | 1,766 | 1,766 | — | $33.50万 | 新建仓 |
| GPC | GENERAL AMERN INVS COMPANY INC | $37.30万 | 0.08% | 6,377 | -37,840 | -85.6% | -$221.33万 | 减仓 |
| XYL | XYLEM INCORPORATED | $38.10万 | 0.08% | 3,189 | 3,189 | — | $38.10万 | 新建仓 |
| XFFCX | EXXON MOBIL CORPORATION | $39.15万 | 0.08% | 25,275 | -7,975 | -24.0% | -$12.35万 | 减仓 |
| IDV | ISHARES TR CORE MSCI EAFE | $41.50万 | 0.09% | 4,580 | -31,721 | -87.4% | -$287.43万 | 减仓 |
| XGDVX | FLAHERTY & CRUMRIN PREFERRED & | $52.40万 | 0.11% | 33,851 | -7,846 | -18.8% | -$12.15万 | 减仓 |
| CSCO | CHUBB LIMITED SWITZ | $53.10万 | 0.11% | 1,630 | -123,563 | -98.7% | -$4,025.27万 | 减仓 |
| PFE | NUVEEN S&P 500 DYNAMIC OVERWRI | $53.10万 | 0.11% | 33,058 | -28,240 | -46.1% | -$45.36万 | 减仓 |
| PDX | PGIM HIGH YIELD BOND FUND INCO | $53.10万 | 0.11% | 40,357 | 15,913 | 65.1% | $20.94万 | 加仓 |
| MCD | MASTERCARD INCORPORATED CLASS | $54.70万 | 0.12% | 1,095 | -6,337 | -85.3% | -$316.56万 | 减仓 |
| BTZ | BLACKROCK ENHANCED EQUITY DIVI | $56.70万 | 0.12% | 65,772 | -16,307 | -19.9% | -$14.06万 | 减仓 |
| NOC | MOODYS CORPORATION | $58.70万 | 0.13% | 1,345 | -13,430 | -90.9% | -$586.13万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES | $64.30万 | 0.14% | 38,280 | 548 | 1.5% | $9,205 | 加仓 |
| BCX | BLACKROCK SCIENCE & TECHNOLOGY | $68.30万 | 0.15% | 18,786 | -51,405 | -73.2% | -$186.89万 | 减仓 |
| BST | BLACKSTONE STRATEGIC CRED 2027 | $68.60万 | 0.15% | 61,528 | 43,001 | 232.1% | $47.94万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $70.30万 | 0.15% | 63,026 | 1,107 | 1.8% | $1.23万 | 加仓 |
| BDJ | BLACKROCK ENHANCED GLOBAL | $70.90万 | 0.15% | 64,662 | -34 | -0.1% | -$373 | 减仓 |
| V | VISA INCORPORATED COM CLASS A | $84.60万 | 0.18% | 2,799 | 2,799 | — | $84.60万 | 新建仓 |
| TY | STATE STREET UTILITIES SELECT | $84.70万 | 0.18% | 18,450 | -43,205 | -70.1% | -$198.34万 | 减仓 |
| EVRG | EATON VANCE TAX-MANAGED BUY- | $85.15万 | 0.18% | 10,394 | -25,426 | -71.0% | -$208.29万 | 减仓 |
| XBOEX | BLACKROCK RES & COMMODITIES ST | $85.50万 | 0.18% | 70,957 | 7,152 | 11.2% | $8.62万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND C | $93.00万 | 0.20% | 100,968 | 1,380 | 1.4% | $1.27万 | 加仓 |
| GHY | NYLI CBRE GBL INFR MEGTRNDS TR | $97.60万 | 0.21% | 66,438 | 23,540 | 54.9% | $34.58万 | 加仓 |
| GAM | GABELLI DIVID & INCOME TR | $113.50万 | 0.24% | 42,161 | 35,784 | 561.1% | $96.33万 | 加仓 |
| TGT | STATE STREET ENERGY SELECT SEC | $119.00万 | 0.26% | 19,431 | 5,160 | 36.2% | $31.60万 | 加仓 |
| XNIEX | UNIVERSAL DISPLAY CORPORATION | $119.20万 | 0.26% | 37,725 | 5,083 | 15.6% | $16.06万 | 加仓 |
| — | ONEOK INCORPORATED NEW | $168.10万 | 0.36% | 127,738 | 88,105 | 222.3% | $115.95万 | 加仓 |
| UNP | TARGET CORPORATION | $181.50万 | 0.39% | 14,972 | -12,535 | -45.6% | -$151.96万 | 减仓 |
| DHI | CVS HEALTH CORPORATION | $192.90万 | 0.42% | 26,862 | -9,936 | -27.0% | -$71.35万 | 减仓 |
| STAG | STAG INDUSTRIAL INCORPORATED R | $209.60万 | 0.45% | 58,133 | 39,883 | 218.5% | $143.80万 | 加仓 |
| QCOM | PPL CORPORATION | $224.20万 | 0.48% | 58,680 | 24,996 | 74.2% | $95.50万 | 加仓 |
| SCHG | PROLOGIS INCORPORATED. REIT | $224.70万 | 0.48% | 16,999 | 7,829 | 85.4% | $103.49万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $226.90万 | 0.49% | 103,675 | 2,840 | 2.8% | $6.22万 | 加仓 |
| MRK | MCDONALDS CORPORATION | $234.60万 | 0.51% | 7,547 | -23,141 | -75.4% | -$719.34万 | 减仓 |
| UPS | TEXAS INSTRS INCORPORATED | $236.50万 | 0.51% | 12,181 | -17,482 | -58.9% | -$339.42万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LIMITED SPO | $252.20万 | 0.54% | 20,099 | 29 | 0.1% | $3,639 | 加仓 |
| XLU | SOUTHERN COMPANY | $253.20万 | 0.55% | 26,235 | 6,957 | 36.1% | $67.14万 | 加仓 |
| — | US BANCORP COM NEW | $258.40万 | 0.56% | 49,684 | 18,695 | 60.3% | $97.23万 | 加仓 |
| MO | ALTRIA GROUP INCORPORATED | $272.80万 | 0.59% | 41,334 | 403 | 1.0% | $2.66万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $283.40万 | 0.61% | 31,150 | 31,150 | — | $283.40万 | 新建仓 |
| PPL | PHILIP MORRIS INTERNATIONAL IN | $283.60万 | 0.61% | 17,155 | -40,616 | -70.3% | -$671.45万 | 减仓 |
| XLI | SHELL PLC SPON ADS | $294.90万 | 0.64% | 31,715 | -25,290 | -44.4% | -$235.16万 | 减仓 |
| — | EVERGY INCORPORATED | $295.00万 | 0.64% | 36,010 | 10,475 | 41.0% | $85.81万 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $317.70万 | 0.69% | 14,606 | -99 | -0.7% | -$2.15万 | 减仓 |
| PLD | PIMCO DYNAMIC INCOME STRATEGY | $328.39万 | 0.71% | 24,844 | 8,089 | 48.3% | $106.92万 | 加仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $330.80万 | 0.71% | 5,474 | 9 | 0.2% | $5,439 | 加仓 |
| MET | MERCK & COMPANY INCORPORATED | $373.00万 | 0.80% | 31,005 | 1,758 | 6.0% | $21.15万 | 加仓 |
| ADM | AT&T INCORPORATED | $379.40万 | 0.82% | 130,864 | 94,021 | 255.2% | $272.59万 | 加仓 |
| IEFA | INTERNATIONAL BUSINESS MACHINE | $387.60万 | 0.84% | 15,990 | 11,410 | 249.1% | $276.58万 | 加仓 |
| SHEL | QUALCOMM INCORPORATED | $440.00万 | 0.95% | 34,169 | 2,725 | 8.7% | $35.09万 | 加仓 |
| HD | GENUINE PARTS COMPANY | $467.70万 | 1.01% | 44,229 | 30,664 | 226.1% | $324.26万 | 加仓 |
| DVA | D R HORTON INCORPORATED | $510.00万 | 1.10% | 37,166 | -5,336 | -12.6% | -$73.22万 | 减仓 |
| SO | ROYCE SMALL CAP TRUST INCORPOR | $526.02万 | 1.13% | 54,499 | 28,750 | 111.7% | $277.50万 | 加仓 |
| DLR | DEVON ENERGY CORPORATION NEW | $558.10万 | 1.20% | 110,907 | 97,471 | 725.4% | $490.49万 | 加仓 |
| MS | MICROSOFT CORPORATION | $645.70万 | 1.39% | 17,442 | -7,402 | -29.8% | -$274.02万 | 减仓 |
| DVN | DAVITA INCORPORATED | $662.70万 | 1.43% | 43,117 | -65,492 | -60.3% | -$1,006.60万 | 减仓 |
| USB | UNION PAC CORPORATION | $675.80万 | 1.46% | 27,854 | -21,647 | -43.7% | -$525.20万 | 减仓 |
| VZ | UNITEDHEALTH GROUP INCORPORATE | $724.10万 | 1.56% | 71,771 | 17,388 | 32.0% | $175.43万 | 加仓 |
| PSX | PGIM GLOBAL HIGH YIELD FD FORM | $796.14万 | 1.72% | 43,701 | -2,463 | -5.3% | -$44.87万 | 减仓 |
| CVS | COCA COLA COMPANY | $802.90万 | 1.73% | 105,571 | 78,765 | 293.8% | $599.03万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $837.10万 | 1.81% | 34,247 | 12 | 0.0% | $2,933 | 加仓 |
| T | BANK AMERICA CORPORATION | $845.30万 | 1.82% | 173,401 | 44,367 | 34.4% | $216.28万 | 加仓 |
| PG | PHILLIPS 66 | $851.90万 | 1.84% | 46,763 | 33,232 | 245.6% | $605.40万 | 加仓 |
| AFL | AFLAC INCORPORATED | $852.30万 | 1.84% | 77,690 | 289 | 0.4% | $3.17万 | 加仓 |
| COF | CAPITAL ONE FINL CORPORATION | $895.10万 | 1.93% | 49,065 | -1,436 | -2.8% | -$26.20万 | 减仓 |
| BAC | BANK NEW YORK MELLON CORPORATI | $943.20万 | 2.03% | 79,508 | -93,852 | -54.1% | -$1,113.36万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC | $963.10万 | 2.08% | 82,270 | 8,991 | 12.3% | $105.25万 | 加仓 |
| KO | CISCO SYSTEMS INCORPORATED | $971.10万 | 2.09% | 125,159 | 20,095 | 19.1% | $155.92万 | 加仓 |
| — | NORTHROP GRUMMAN CORPORATION | $1,003.50万 | 2.16% | 14,709 | -21,781 | -59.7% | -$1,485.98万 | 减仓 |
| PM | PFIZER INCORPORATED | $1,038.25万 | 2.24% | 62,795 | 45,800 | 269.5% | $757.26万 | 加仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCO | $1,064.00万 | 2.29% | 81,174 | 323 | 0.4% | $4.23万 | 加仓 |
| IBM | GOLDMAN SACHS GROUP INCORPORAT | $1,065.90万 | 2.30% | 12,600 | -3,472 | -21.6% | -$293.71万 | 减仓 |
| MSFT | METLIFE INCORPORATED | $1,105.81万 | 2.38% | 29,873 | 13,936 | 87.4% | $515.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,131.10万 | 2.44% | 54,671 | 291 | 0.5% | $6.02万 | 加仓 |
| GOOG | ALPHABET INCORPORATED CAP STK | $1,395.10万 | 3.01% | 48,632 | -207 | -0.4% | -$5.94万 | 减仓 |
| AAPL | APPLE INCORPORATED | $1,460.10万 | 3.15% | 57,531 | -175 | -0.3% | -$4.44万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $1,617.40万 | 3.49% | 54,984 | -598 | -1.1% | -$17.59万 | 减仓 |
| GS | GENTEX CORPORATION | $1,653.66万 | 3.57% | 19,547 | 6,724 | 52.4% | $568.84万 | 加仓 |
| UNH | TRI CONTL CORPORATION | $1,689.13万 | 3.64% | 62,424 | 46,121 | 282.9% | $1,247.99万 | 加仓 |
| BNY | BERKSHIRE HATHAWAY INCORPORATE | $1,816.20万 | 3.92% | 37,900 | -41,708 | -52.4% | -$1,998.68万 | 减仓 |
| VOO | UNITED PARCEL SVCS INCORPORATE | $1,857.72万 | 4.01% | 31,089 | 30,620 | 6,528.8% | $1,829.70万 | 加仓 |
| OKE | NUVEEN CR STRATEGIES INCOME FD | $2,243.54万 | 4.84% | 248,207 | 122,019 | 96.7% | $1,102.93万 | 加仓 |
| BRK/B | BLACKROCK CR ALLOCATION | $4,007.98万 | 8.64% | 83,639 | 45,781 | 120.9% | $2,193.83万 | 加仓 |