JEPPSON WEALTH MANAGEMENT, LLC
MANHATTAN BEACH CA · SEC CIK 0001831263
$3.39亿2026Q2 申报市值
242持仓数
32.5%前十大占比 · 第一大 8.1%
19 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$645.58万
SWK 新建仓+$41.89万
AMD 新建仓+$36.54万
CLX 加仓+$32.17万
AWK 加仓+$29.58万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$844.36万
HONEYWELL INTL I 清仓-$42.27万
AAPL 减仓-$39.35万
GLW 减仓-$37.24万
LLY 减仓-$34.90万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $43.86万 | 0.13% | 4,570 | 503 | 12.4% | $4.83万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $43.94万 | 0.13% | 1,857 | -140 | -7.0% | -$3.31万 | 减仓 |
| B | BARRICK MNG CORP COM SHS | $44.05万 | 0.13% | 11,992 | 69 | 0.6% | $2,534 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $44.55万 | 0.13% | 3,728 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $44.68万 | 0.13% | 1,075 | -169 | -13.6% | -$7.02万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $45.33万 | 0.13% | 7,595 | -13 | -0.2% | -$776 | 减仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $45.34万 | 0.13% | 1,240 | -49 | -3.8% | -$1.79万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $45.87万 | 0.14% | 6,705 | -60 | -0.9% | -$4,105 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $45.95万 | 0.14% | 4,274 | 1,147 | 36.7% | $12.33万 | 加仓 |
| NWL | NEWELL BRANDS INC COM | $46.19万 | 0.14% | 75,220 | 40,080 | 114.1% | $24.61万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $47.30万 | 0.14% | 6,191 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $47.49万 | 0.14% | 1,096 | -2 | -0.2% | -$867 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $48.89万 | 0.14% | 13,300 | -109 | -0.8% | -$4,007 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $49.11万 | 0.14% | 6,857 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $49.25万 | 0.15% | 6,358 | -70 | -1.1% | -$5,422 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $49.74万 | 0.15% | 8,599 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $49.84万 | 0.15% | 3,788 | 2,248 | 146.0% | $29.58万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $50.27万 | 0.15% | 17,360 | 8 | 0.0% | $232 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $50.33万 | 0.15% | 6,433 | 1,391 | 27.6% | $10.88万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $50.36万 | 0.15% | 4,602 | 71 | 1.6% | $7,769 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $50.68万 | 0.15% | 25,978 | -750 | -2.8% | -$1.46万 | 减仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $51.43万 | 0.15% | 13,087 | -500 | -3.7% | -$1.96万 | 减仓 |
| NEM | NEWMONT CORP COM | $51.69万 | 0.15% | 5,534 | 1,216 | 28.2% | $11.36万 | 加仓 |
| PAYX | PAYCHEX INC COM | $52.32万 | 0.15% | 5,321 | -363 | -6.4% | -$3.57万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $52.56万 | 0.15% | 14,548 | -200 | -1.4% | -$7,226 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $52.87万 | 0.16% | 2,372 | 498 | 26.6% | $11.10万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $53.14万 | 0.16% | 15,271 | -260 | -1.7% | -$9,048 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $53.43万 | 0.16% | 3,606 | 2 | 0.1% | $296 | 加仓 |
| DOW | DOW HLDGS INC COM | $53.68万 | 0.16% | 19,621 | -79 | -0.4% | -$2,161 | 减仓 |
| MMM | 3M CO COM | $54.14万 | 0.16% | 3,344 | 197 | 6.3% | $3.19万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $54.27万 | 0.16% | 1,452 | -20 | -1.4% | -$7,475 | 减仓 |
| NUE | NUCOR CORP COM | $54.31万 | 0.16% | 2,438 | -300 | -11.0% | -$6.68万 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $55.08万 | 0.16% | 6,646 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC COM | $55.93万 | 0.16% | 4,108 | 1,282 | 45.4% | $17.45万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $56.45万 | 0.17% | 2,740 | -17 | -0.6% | -$3,502 | 减仓 |
| CLX | CLOROX CO DEL COM | $58.60万 | 0.17% | 6,140 | 3,371 | 121.7% | $32.17万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $59.10万 | 0.17% | 5,783 | -61 | -1.0% | -$6,234 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $59.29万 | 0.17% | 820 | -30 | -3.5% | -$2.17万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $61.27万 | 0.18% | 1,283 | -90 | -6.6% | -$4.30万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $61.40万 | 0.18% | 2,634 | -49 | -1.8% | -$1.14万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $62.34万 | 0.18% | 2,305 | -25 | -1.1% | -$6,762 | 减仓 |
| EVRG | EVERGY INC COM | $63.48万 | 0.19% | 7,345 | -60 | -0.8% | -$5,186 | 减仓 |
| TGT | TARGET CORP COM | $64.25万 | 0.19% | 4,919 | -98 | -2.0% | -$1.28万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $67.90万 | 0.20% | 35,513 | 2,100 | 6.3% | $4.02万 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $68.02万 | 0.20% | 21,675 | -325 | -1.5% | -$1.02万 | 减仓 |
| DOV | DOVER CORP COM | $68.27万 | 0.20% | 3,044 | -60 | -1.9% | -$1.35万 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $70.35万 | 0.21% | 29,785 | 2,601 | 9.6% | $6.14万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $71.08万 | 0.21% | 8,099 | 8 | 0.1% | $702 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $71.15万 | 0.21% | 6,431 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $72.08万 | 0.21% | 8,869 | -75 | -0.8% | -$6,095 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $72.55万 | 0.21% | 9,121 | 2 | 0.0% | $159 | 加仓 |
| EMR | EMERSON ELEC CO COM | $72.96万 | 0.21% | 5,097 | -102 | -2.0% | -$1.46万 | 减仓 |
| VICI | VICI PPTYS INC COM | $73.69万 | 0.22% | 27,754 | 9,123 | 49.0% | $24.22万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $74.46万 | 0.22% | 14,360 | -19 | -0.1% | -$985 | 减仓 |
| V | VISA INC COM CL A | $74.76万 | 0.22% | 2,179 | -98 | -4.3% | -$3.36万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.22% | 1 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $77.47万 | 0.23% | 2,848 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $77.54万 | 0.23% | 2,442 | -10 | -0.4% | -$3,175 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $78.24万 | 0.23% | 2,370 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $78.83万 | 0.23% | 3,520 | -21 | -0.6% | -$4,703 | 减仓 |
| TSN | TYSON FOODS INC CL A | $79.38万 | 0.23% | 13,866 | 1,745 | 14.4% | $9.99万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $80.21万 | 0.24% | 1,051 | 161 | 18.1% | $12.29万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $80.34万 | 0.24% | 1,862 | -85 | -4.4% | -$3.67万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $82.80万 | 0.24% | 6,708 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $83.64万 | 0.25% | 5,976 | -1,566 | -20.8% | -$21.92万 | 减仓 |
| STAG | STAG INDUSTRIAL INC COM | $84.24万 | 0.25% | 22,134 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $85.94万 | 0.25% | 14,294 | -2,744 | -16.1% | -$16.50万 | 减仓 |
| NFLX | NETFLIX INC. COM | $86.70万 | 0.26% | 12,143 | 1,154 | 10.5% | $8.24万 | 加仓 |
| BX | BLACKSTONE INC COM | $87.53万 | 0.26% | 7,439 | 269 | 3.8% | $3.17万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $92.04万 | 0.27% | 5,873 | -165 | -2.7% | -$2.59万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $95.39万 | 0.28% | 562 | 33 | 6.2% | $5.60万 | 加仓 |
| O | REALTY INCOME CORP COM | $96.11万 | 0.28% | 15,512 | 2,464 | 18.9% | $15.27万 | 加仓 |
| PFE | PFIZER INC COM | $97.99万 | 0.29% | 40,696 | 13 | 0.0% | $313 | 加仓 |
| PEP | PEPSICO INC COM | $98.26万 | 0.29% | 7,257 | 110 | 1.5% | $1.49万 | 加仓 |
| MCD | MCDONALDS CORP COM | $100.23万 | 0.30% | 3,708 | 719 | 24.1% | $19.44万 | 加仓 |
| D | DOMINION ENERGY INC COM | $102.67万 | 0.30% | 15,034 | -70 | -0.5% | -$4,780 | 减仓 |
| SCCO | SOUTHERN COPPER CORP COM | $103.06万 | 0.30% | 5,914 | 23 | 0.4% | $4,008 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $103.20万 | 0.30% | 5,144 | -91 | -1.7% | -$1.83万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $104.33万 | 0.31% | 75,434 | -547 | -0.7% | -$7,565 | 减仓 |
| ALL | ALLSTATE CORP COM | $104.33万 | 0.31% | 4,385 | 2 | 0.0% | $476 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $104.89万 | 0.31% | 9,555 | -1,324 | -12.2% | -$14.53万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $105.67万 | 0.31% | 18,816 | -280 | -1.5% | -$1.57万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $106.45万 | 0.31% | 14,752 | -1,594 | -9.8% | -$11.50万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $108.84万 | 0.32% | 25,846 | -1,174 | -4.3% | -$4.94万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $110.69万 | 0.33% | 19,211 | -205 | -1.1% | -$1.18万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $112.81万 | 0.33% | 2,215 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC COM | $115.87万 | 0.34% | 24,902 | -105 | -0.4% | -$4,886 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $116.86万 | 0.34% | 3,923 | -48 | -1.2% | -$1.43万 | 减仓 |
| BA | BOEING CO COM | $117.23万 | 0.35% | 5,416 | -5 | -0.1% | -$1,082 | 减仓 |
| HD | HOME DEPOT INC COM | $117.55万 | 0.35% | 3,333 | 381 | 12.9% | $13.44万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $117.93万 | 0.35% | 8,155 | -20 | -0.2% | -$2,892 | 减仓 |
| AMGN | AMGEN INC COM | $124.28万 | 0.37% | 3,432 | -4 | -0.1% | -$1,449 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $128.97万 | 0.38% | 8,475 | -1,135 | -11.8% | -$17.27万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $134.23万 | 0.40% | 14,793 | 1,134 | 8.3% | $10.29万 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $139.23万 | 0.41% | 16,712 | -1,029 | -5.8% | -$8.57万 | 减仓 |
| CAT | CATERPILLAR INC COM | $144.93万 | 0.43% | 1,361 | -140 | -9.3% | -$14.91万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $147.20万 | 0.43% | 14,159 | -1,545 | -9.8% | -$16.06万 | 减仓 |
| WPC | WP CAREY INC COM | $151.42万 | 0.45% | 21,177 | -313 | -1.5% | -$2.24万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $157.69万 | 0.46% | 4,262 | -48 | -1.1% | -$1.78万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $158.11万 | 0.47% | 32,552 | -2,274 | -6.5% | -$11.04万 | 减仓 |