JEPPSON WEALTH MANAGEMENT, LLC
MANHATTAN BEACH CA · SEC CIK 0001831263
$3.19亿2026Q1 申报市值
235持仓数
33.6%前十大占比 · 第一大 7.7%
19 / 9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
PG 加仓+$40.92万
SNY 新建仓+$39.87万
MTN 新建仓+$36.26万
NVO 新建仓+$33.14万
AAOI 新建仓+$30.49万
2026Q1 卖出最多 按季末市值估算
AMCR 减仓-$86.37万
LMT 减仓-$73.49万
EXXON MOBIL CORP 减仓-$61.43万
GLD 减仓-$34.04万
BXP 清仓-$31.18万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE COM NEW | $41.77万 | 0.13% | 1,472 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $42.25万 | 0.13% | 1,231 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $42.27万 | 0.13% | 1,870 | -24 | -1.3% | -$5,425 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $42.89万 | 0.13% | 14,748 | -44 | -0.3% | -$1,280 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $42.95万 | 0.13% | 1,997 | -110 | -5.2% | -$2.37万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $43.03万 | 0.13% | 2,120 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $43.06万 | 0.13% | 1,874 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $43.55万 | 0.14% | 17,352 | -362 | -2.0% | -$9,086 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $43.69万 | 0.14% | 5,042 | 890 | 21.4% | $7.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $44.00万 | 0.14% | 3,008 | 477 | 18.8% | $6.98万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $45.00万 | 0.14% | 6,191 | -20 | -0.3% | -$1,454 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $45.12万 | 0.14% | 3,008 | 152 | 5.3% | $2.28万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $45.22万 | 0.14% | 6,857 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $45.70万 | 0.14% | 3,147 | -198 | -5.9% | -$2.88万 | 减仓 |
| NUE | NUCOR CORP COM | $46.30万 | 0.15% | 2,738 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $46.40万 | 0.15% | 1,373 | -64 | -4.5% | -$2.16万 | 减仓 |
| NEM | NEWMONT CORP COM | $46.75万 | 0.15% | 4,318 | -25 | -0.6% | -$2,707 | 减仓 |
| B | BARRICK MNG CORP COM SHS | $48.63万 | 0.15% | 11,923 | -300 | -2.5% | -$1.22万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $48.92万 | 0.15% | 2,683 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $49.56万 | 0.16% | 8,599 | 2,679 | 45.3% | $15.44万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $49.93万 | 0.16% | 9,119 | 1 | 0.0% | $55 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $50.00万 | 0.16% | 4,531 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $50.12万 | 0.16% | 2,685 | 658 | 32.5% | $12.28万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $50.74万 | 0.16% | 13,409 | -290 | -2.1% | -$1.10万 | 减仓 |
| VICI | VICI PPTYS INC COM | $50.90万 | 0.16% | 18,631 | 6,793 | 57.4% | $18.56万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $51.02万 | 0.16% | 4,067 | -896 | -18.1% | -$11.24万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $51.40万 | 0.16% | 26,728 | -142 | -0.5% | -$2,731 | 减仓 |
| SBUX | STARBUCKS CORP COM | $52.36万 | 0.16% | 5,844 | -513 | -8.1% | -$4.60万 | 减仓 |
| PAYX | PAYCHEX INC COM | $52.36万 | 0.16% | 5,684 | 2,065 | 57.1% | $19.02万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $54.05万 | 0.17% | 2,757 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $55.52万 | 0.17% | 6,050 | -50 | -0.8% | -$4,589 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $56.23万 | 0.18% | 6,646 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $57.31万 | 0.18% | 22,000 | -1,075 | -4.7% | -$2.80万 | 减仓 |
| GIS | GENERAL MILLS INC COM | $57.81万 | 0.18% | 15,531 | -257 | -1.6% | -$9,566 | 减仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $57.90万 | 0.18% | 6,428 | -50 | -0.8% | -$4,504 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $60.65万 | 0.19% | 2,330 | -10 | -0.4% | -$2,603 | 减仓 |
| EVRG | EVERGY INC COM | $60.66万 | 0.19% | 7,405 | -25 | -0.3% | -$2,048 | 减仓 |
| TGT | TARGET CORP COM | $60.81万 | 0.19% | 5,017 | -416 | -7.7% | -$5.04万 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $61.14万 | 0.19% | 27,184 | -7,705 | -22.1% | -$17.33万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $64.49万 | 0.20% | 33,413 | 732 | 2.2% | $1.41万 | 加仓 |
| DOV | DOVER CORP COM | $64.70万 | 0.20% | 3,104 | 1 | 0.0% | $208 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $67.47万 | 0.21% | 2,452 | -650 | -21.0% | -$17.89万 | 减仓 |
| KO | COCA COLA CO COM | $68.02万 | 0.21% | 8,944 | 287 | 3.3% | $2.18万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $68.12万 | 0.21% | 5,199 | -25 | -0.5% | -$3,276 | 减仓 |
| V | VISA INC COM CL A | $68.82万 | 0.22% | 2,277 | 463 | 25.5% | $13.99万 | 加仓 |
| UNP | UNION PAC CORP COM | $69.10万 | 0.22% | 2,848 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $69.13万 | 0.22% | 2,370 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $70.20万 | 0.22% | 2,078 | -11 | -0.5% | -$3,716 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $71.25万 | 0.22% | 6,708 | -26 | -0.4% | -$2,761 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.23% | 1 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $71.95万 | 0.23% | 3,541 | 940 | 36.1% | $19.10万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $72.79万 | 0.23% | 6,431 | -349 | -5.1% | -$3.95万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $75.15万 | 0.24% | 8,091 | 5 | 0.1% | $464 | 加仓 |
| AMLP | ALERIAN MLP ETF | $75.69万 | 0.24% | 14,379 | -9 | -0.1% | -$474 | 减仓 |
| TSN | TYSON FOODS INC CL A | $77.66万 | 0.24% | 12,121 | -832 | -6.4% | -$5.33万 | 减仓 |
| STAG | STAG INDUSTRIAL INC COM | $79.82万 | 0.25% | 22,134 | -235 | -1.1% | -$8,474 | 减仓 |
| O | REALTY INCOME CORP COM | $79.83万 | 0.25% | 13,048 | -107 | -0.8% | -$6,546 | 减仓 |
| DOW | DOW HLDGS INC COM | $82.05万 | 0.26% | 19,700 | -95 | -0.5% | -$3,957 | 减仓 |
| BX | BLACKSTONE INC COM | $82.45万 | 0.26% | 7,170 | 676 | 10.4% | $7.77万 | 加仓 |
| C | CITIGROUP INC COM NEW | $85.53万 | 0.27% | 7,542 | -56 | -0.7% | -$6,351 | 减仓 |
| ALL | ALLSTATE CORP COM | $90.87万 | 0.28% | 4,383 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $91.47万 | 0.29% | 529 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $91.51万 | 0.29% | 20,736 | -500 | -2.4% | -$2.21万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $92.23万 | 0.29% | 6,038 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $92.90万 | 0.29% | 2,989 | -100 | -3.2% | -$3.11万 | 减仓 |
| D | DOMINION ENERGY INC COM | $93.37万 | 0.29% | 15,104 | -10 | -0.1% | -$618 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $95.50万 | 0.30% | 5,235 | -163 | -3.0% | -$2.97万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $96.98万 | 0.30% | 8,175 | -274 | -3.2% | -$3.25万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $97.07万 | 0.30% | 17,038 | -264 | -1.5% | -$1.50万 | 减仓 |
| HD | HOME DEPOT INC COM | $97.09万 | 0.30% | 2,952 | -70 | -2.3% | -$2.30万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $101.22万 | 0.32% | 9,548 | -377 | -3.8% | -$4.00万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP COM | $101.36万 | 0.32% | 5,891 | 32 | 0.5% | $5,506 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $104.95万 | 0.33% | 10,879 | 683 | 6.7% | $6.59万 | 加仓 |
| NNN | NNN REIT INC COM | $105.10万 | 0.33% | 25,007 | -69 | -0.3% | -$2,900 | 减仓 |
| NFLX | NETFLIX INC. COM | $105.66万 | 0.33% | 10,989 | 908 | 9.0% | $8.73万 | 加仓 |
| CAT | CATERPILLAR INC COM | $106.34万 | 0.33% | 1,501 | -50 | -3.2% | -$3.54万 | 减仓 |
| BA | BOEING CO COM | $107.89万 | 0.34% | 5,421 | -5 | -0.1% | -$995 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $108.50万 | 0.34% | 75,981 | -111 | -0.1% | -$1,585 | 减仓 |
| PEP | PEPSICO INC COM | $110.99万 | 0.35% | 7,147 | 85 | 1.2% | $1.32万 | 加仓 |
| PFE | PFIZER INC COM | $114.24万 | 0.36% | 40,683 | -208 | -0.5% | -$5,841 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $117.58万 | 0.37% | 16,346 | 313 | 2.0% | $2.25万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $117.76万 | 0.37% | 19,416 | -151 | -0.8% | -$9,158 | 减仓 |
| AMGN | AMGEN INC COM | $120.90万 | 0.38% | 3,436 | -254 | -6.9% | -$8.94万 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $129.05万 | 0.40% | 17,741 | 1,355 | 8.3% | $9.86万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $130.75万 | 0.41% | 27,020 | 725 | 2.8% | $3.51万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $138.25万 | 0.43% | 4,310 | -45 | -1.0% | -$1.44万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $140.24万 | 0.44% | 13,659 | 371 | 2.8% | $3.81万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $140.25万 | 0.44% | 9,610 | -435 | -4.3% | -$6.35万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $142.23万 | 0.45% | 3,256 | 1 | 0.0% | $437 | 加仓 |
| WPC | WP CAREY INC COM | $146.05万 | 0.46% | 21,490 | -166 | -0.8% | -$1.13万 | 减仓 |
| TSLA | TESLA INC COM | $148.70万 | 0.47% | 4,000 | 99 | 2.5% | $3.68万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $150.19万 | 0.47% | 2,602 | 148 | 6.0% | $8.54万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $151.12万 | 0.47% | 2,215 | -227 | -9.3% | -$15.49万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $163.12万 | 0.51% | 20,490 | -3,810 | -15.7% | -$30.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $163.93万 | 0.51% | 6,763 | -37 | -0.5% | -$8,968 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $166.14万 | 0.52% | 6,343 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $166.28万 | 0.52% | 17,227 | -115 | -0.7% | -$1.11万 | 减仓 |
| GLW | CORNING INC COM | $171.05万 | 0.54% | 12,580 | -245 | -1.9% | -$3.33万 | 减仓 |
| WELL | WELLTOWER INC COM | $175.93万 | 0.55% | 8,899 | -39 | -0.4% | -$7,710 | 减仓 |
| PSX | PHILLIPS 66 COM | $178.06万 | 0.56% | 9,774 | -25 | -0.3% | -$4,554 | 减仓 |