13F 机构持仓

Stolper Co

TULSA OK · SEC CIK 0001808195

2026Q22026Q1 更早 9 个季度 🔒
$3.87亿2026Q2 申报市值
91持仓数
35.9%前十大占比 · 第一大 5.1%
7 / 9新建仓 / 清仓
申报市值走势$3.87亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BRK/B 5.1%
JPM 4.7%
AAPL 4.3%
GOOG 4.1%
GS 3.2%
BNY 3.0%
OKE 3.0%
AEP 3.0%
CSCO 2.8%
COF 2.6%

2026Q2 买入最多 按季末市值估算

CSCO 加仓+$1,083.15万
NFG 新建仓+$834.10万
NOC 加仓+$741.70万
BNY 加仓+$609.31万
BAC 加仓+$554.16万

2026Q2 卖出最多 按季末市值估算

BRK/B 减仓-$2,191.50万
VOO 减仓-$2,102.27万
UNH 减仓-$1,824.32万
DLR 减仓-$1,740.28万
OKE 减仓-$1,007.89万

2026Q2 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
— NORTHROP GRUMMAN CORPORATION $00.00%0 -14,709-100.0% -$1,003.50万 清仓
ADM AT&T INCORPORATED $00.00%0 -130,864-100.0% -$379.40万 清仓
— EVERGY INCORPORATED $00.00%0 -36,010-100.0% -$295.00万 清仓
— US BANCORP COM NEW $00.00%0 -49,684-100.0% -$258.40万 清仓
QCOM PPL CORPORATION $00.00%0 -58,680-100.0% -$224.20万 清仓
V VISA INCORPORATED COM CLASS A $00.00%0 -2,799-100.0% -$84.60万 清仓
XYL XYLEM INCORPORATED $00.00%0 -3,189-100.0% -$38.10万 清仓
VRSK VERISK ANALYTICS INCORPORATED $00.00%0 -1,766-100.0% -$33.50万 清仓
XLE SCHWAB U.S. LARGE-CAP GROWTH E $00.00%0 -9,170-100.0% -$26.70万 清仓
ETV EATON VANCE TAX-MANAGED BUY- $15.50万0.04%10,394 -3,257-23.9% -$4.86万 减仓
IJH ISHARES TR CORE S&P MCP ETF $21.60万0.06%2,802 2,802— $21.60万 新建仓
IEMG ISHARES INCORPORATED CORE MSCI $23.20万0.06%2,798 2,798— $23.20万 新建仓
CET CENTRAL SECS CORPORATION $23.50万0.06%4,477 00.0% — 不变
XLI STATE STREET INDUSTRIAL SELECT $30.40万0.08%1,643 -30,072-94.8% -$556.41万 减仓
SCHG SCHWAB U.S. LARGE-CAP GROWTH E $31.00万0.08%9,170 -7,829-46.1% -$26.47万 减仓
STEW SRH TOTAL RETURN FUND INCORPOR $31.50万0.08%17,596 00.0% — 不变
VOO VANGUARD INDEX FUNDS S&P 500 E $32.20万0.08%469 -30,620-98.5% -$2,102.27万 减仓
GAM GENERAL AMERN INVS COMPANY INC $40.20万0.10%6,307 -35,854-85.0% -$228.53万 减仓
IEFA ISHARES TR CORE MSCI EAFE $44.20万0.11%4,580 -11,410-71.4% -$110.11万 减仓
PDX PIMCO DYNAMIC INCOME STRATEGY $54.20万0.14%26,047 -14,310-35.5% -$29.78万 减仓
— PGIM HIGH YIELD BOND FUND INCO $55.20万0.14%42,229 -85,509-66.9% -$111.77万 减仓
GHY PGIM GLOBAL HIGH YIELD FD FORM $55.40万0.14%45,789 -20,649-31.1% -$24.98万 减仓
XFFCX FLAHERTY & CRUMRIN PREFERRED & $57.60万0.15%35,383 10,10840.0% $16.45万 加仓
BDJ BLACKROCK ENHANCED EQUITY DIVI $65.60万0.17%68,503 3,8415.9% $3.68万 加仓
XBGYX BLACKROCK ENHANCED INTL DIV TR $70.50万0.18%122,752 122,752— $70.50万 新建仓
BGB BLACKSTONE STRATEGIC CRED 2027 $72.90万0.19%64,513 38,582148.8% $43.60万 加仓
PEY INVESCO HIGH YIELD EQUITY DIVI $73.90万0.19%31,869 18,108131.6% $41.99万 加仓
THQ ABRDN HEALTHCARE OPPORTUNITIES $74.20万0.19%39,612 1,3323.5% $2.50万 加仓
XBOEX BLACKROCK ENHANCED GLOBAL $80.80万0.21%66,870 -4,087-5.8% -$4.94万 减仓
BCX BLACKROCK RES & COMMODITIES ST $82.40万0.21%72,889 54,103288.0% $61.16万 加仓
XLU STATE STREET UTILITIES SELECT $86.00万0.22%18,962 -7,273-27.7% -$32.99万 减仓
AVK ADVENT CONV & INCOME FD $86.10万0.22%65,745 2,7194.3% $3.56万 加仓
— BLACKROCK ENERGY & RES TR $86.10万0.22%58,102 58,102— $86.10万 新建仓
BTZ BLACKROCK CR ALLOCATION $89.70万0.23%87,774 22,00233.5% $22.48万 加仓
XNIEX VIRTUS EQUITY & CONV INCM FD $92.50万0.24%34,455 -3,270-8.7% -$8.78万 减仓
BST BLACKROCK SCIENCE & TECHNOLOGY $98.30万0.25%19,378 -42,150-68.5% -$213.82万 减仓
MEGI NYLI CBRE GBL INFR MEGTRNDS TR $104.20万0.27%68,556 60,652767.4% $92.19万 加仓
RVT ROYCE SMALL CAP TRUST INCORPOR $104.90万0.27%56,794 42,951310.3% $79.33万 加仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND C $107.40万0.28%104,186 3,2183.2% $3.32万 加仓
XJQCX NUVEEN CR STRATEGIES INCOME FD $126.50万0.33%260,346 235,438945.2% $114.40万 加仓
XGDVX GABELLI DIVID & INCOME TR $127.30万0.33%43,288 9,43727.9% $27.75万 加仓
PFE PFIZER INCORPORATED $153.20万0.40%63,611 30,55392.4% $73.58万 加仓
IDV ISHARES TR INTL SEL DIV ETF $156.00万0.40%37,656 33,076722.2% $137.03万 加仓
TGT TARGET CORPORATION $189.70万0.49%14,527 -4,904-25.2% -$64.04万 减仓
PG PROCTER & GAMBLE COMPANY $207.60万0.54%14,159 -32,604-69.7% -$478.04万 减仓
MCD MCDONALDS CORPORATION $213.60万0.55%7,903 6,808621.7% $184.00万 加仓
TY TRI CONTL CORPORATION $224.80万0.58%65,324 46,874254.1% $161.31万 加仓
PPL PPL CORPORATION $225.70万0.58%62,080 44,925261.9% $163.33万 加仓
STAG STAG INDUSTRIAL INCORPORATED R $234.70万0.61%61,659 3,5266.1% $13.42万 加仓
PLD PROLOGIS INCORPORATED. REIT $237.70万0.61%17,543 -7,301-29.4% -$98.93万 减仓
BABA ALIBABA GROUP HLDG LIMITED SPO $239.10万0.62%24,913 4,81424.0% $46.20万 加仓
VZ VERIZON COMMUNICATIONS INCORPO $239.90万0.62%56,657 -15,114-21.1% -$64.00万 减仓
TTE TOTALENERGIES SE ACT $243.30万0.63%31,294 1440.5% $1.12万 加仓
SHEL SHELL PLC SPON ADS $247.80万0.64%31,962 -2,207-6.5% -$17.11万 减仓
DLR DIGITAL RLTY TR INCORPORATED R $251.60万0.65%14,009 -96,898-87.4% -$1,740.28万 减仓
MET METLIFE INCORPORATED $263.70万0.68%31,169 1640.5% $1.39万 加仓
SO SOUTHERN COMPANY $264.30万0.68%27,617 -26,882-49.3% -$257.27万 减仓
LMT LOCKHEED MARTIN CORPORATION $274.70万0.71%5,392 -82-1.5% -$4.18万 减仓
ADX ADAMS DIVERSIFIED EQUITY FD $274.90万0.71%107,587 3,9123.8% $10.00万 加仓
T AT&T INCORPORATED $276.00万0.71%133,346 -40,055-23.1% -$82.91万 减仓
CVS CVS HEALTH CORPORATION $285.60万0.74%27,604 -77,967-73.9% -$806.67万 减仓
CNI CANADIAN NATL RY COMPANY $301.50万0.78%25,286 25,286— $301.50万 新建仓
MO ALTRIA GROUP INCORPORATED $301.90万0.78%41,966 6321.5% $4.55万 加仓
USB US BANCORP COM NEW $306.00万0.79%50,668 22,81481.9% $137.78万 加仓
PM PHILIP MORRIS INTERNATIONAL IN $310.90万0.80%17,188 -45,607-72.6% -$824.95万 减仓
EVRG EVERGY INCORPORATED $315.40万0.81%36,490 26,096251.1% $225.56万 加仓
XOM EXXONMOBIL HOLDINGS CORPORATIO $345.00万0.89%25,234 25,234— $345.00万 新建仓
TXN TEXAS INSTRS INCORPORATED $361.30万0.93%12,122 10,451625.4% $311.50万 加仓
ABBV ABBVIE INCORPORATED $377.90万0.98%15,019 4132.8% $10.39万 加仓
MRK MERCK & COMPANY INCORPORATED $407.00万1.05%31,675 24,128319.7% $310.03万 加仓
UPS UNITED PARCEL SVCS INCORPORATE $420.70万1.09%39,135 26,954221.3% $289.75万 加仓
IBM INTERNATIONAL BUSINESS MACHINE $456.90万1.18%16,248 3,64829.0% $102.58万 加仓
MS MORGAN STANLEY COM NEW $494.10万1.28%23,635 6,19335.5% $129.47万 加仓
HD HOME DEPOT INCORPORATED $560.20万1.45%15,883 -28,346-64.1% -$999.78万 减仓
GPC GENUINE PARTS COMPANY $580.20万1.50%49,179 42,802671.2% $504.97万 加仓
MSFT MICROSOFT CORPORATION $637.60万1.65%17,093 -12,780-42.8% -$476.72万 减仓
DVN DEVON ENERGY CORPORATION NEW $667.10万1.72%161,439 118,322274.4% $488.93万 加仓
DHI D R HORTON INCORPORATED $677.10万1.75%41,568 14,70654.7% $239.55万 加仓
UNH UNITEDHEALTH GROUP INCORPORATE $770.20万1.99%18,531 -43,893-70.3% -$1,824.32万 减仓
DVA DAVITA INCORPORATED $774.70万2.00%34,820 -2,346-6.3% -$52.20万 减仓
NOC NORTHROP GRUMMAN CORPORATION $810.20万2.09%15,908 14,5631,082.8% $741.70万 加仓
UNP UNION PAC CORPORATION $821.50万2.12%30,202 15,230101.7% $414.26万 加仓
PSX PHILLIPS 66 $821.70万2.12%48,609 4,90811.2% $82.97万 加仓
NFG NATIONAL FUEL GAS COMPANY $834.10万2.15%108,024 108,024— $834.10万 新建仓
KO COCA COLA COMPANY $882.50万2.28%108,584 -16,575-13.2% -$134.71万 减仓
JNJ JOHNSON & JOHNSON $904.30万2.33%35,608 1,3614.0% $34.56万 加仓
AFL AFLAC INCORPORATED $927.50万2.39%79,106 1,4161.8% $16.60万 加仓
CVX CHEVRON CORPORATION $941.20万2.43%56,778 2,1073.9% $34.93万 加仓
ALSN ALLISON TRANSMISSION HLDGS INC $962.70万2.49%85,388 3,1183.8% $35.15万 加仓
BAC BANK OF AMER CORPORATION $1,007.20万2.60%176,763 97,255122.3% $554.16万 加仓
COF CAPITAL ONE FINL CORPORATION $1,022.60万2.64%50,972 1,9073.9% $38.26万 加仓
CSCO CISCO SYSTEMS INCORPORATED $1,102.30万2.85%93,845 92,2155,657.4% $1,083.15万 加仓
AEP AMERICAN ELEC PWR COMPANY INCO $1,147.80万2.96%83,895 2,7213.4% $37.23万 加仓
OKE ONEOK INCORPORATED NEW $1,150.10万2.97%132,282 -115,925-46.7% -$1,007.89万 减仓
BNY BANK OF NY MELLON CORPORATION $1,157.40万2.99%80,034 42,134111.2% $609.31万 加仓
GS GOLDMAN SACHS GROUP INCORPORAT $1,256.10万3.24%12,420 -7,127-36.5% -$720.79万 减仓
GOOG ALPHABET INCORPORATED CAP STK $1,584.10万4.09%44,833 -3,799-7.8% -$134.23万 减仓
AAPL APPLE INCORPORATED $1,683.70万4.35%58,187 6561.1% $18.98万 加仓
JPM JPMORGAN CHASE & COMPANY $1,806.70万4.66%55,195 2110.4% $6.91万 加仓
BRK/B BERKSHIRE HATHAWAY INCORPORATE $1,993.70万5.15%39,843 -43,796-52.4% -$2,191.50万 减仓