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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP COM | $179.43万 | 0.56% | 19,092 | 274 | 1.5% | $2.58万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $189.59万 | 0.59% | 10,164 | -290 | -2.8% | -$5.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $199.45万 | 0.63% | 12,441 | 831 | 7.2% | $13.32万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $200.59万 | 0.63% | 15,319 | -299 | -1.9% | -$3.92万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $207.29万 | 0.65% | 15,704 | -58 | -0.4% | -$7,656 | 减仓 |
| ABBV | ABBVIE INC COM | $215.71万 | 0.68% | 9,918 | -180 | -1.8% | -$3.91万 | 减仓 |
| QCOM | QUALCOMM INC COM | $220.42万 | 0.69% | 17,116 | 1,243 | 7.8% | $16.01万 | 加仓 |
| SRE | SEMPRA COM | $220.87万 | 0.69% | 22,730 | -40 | -0.2% | -$3,887 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $224.30万 | 0.70% | 51,187 | -334 | -0.6% | -$1.46万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $226.37万 | 0.71% | 34,826 | -208 | -0.6% | -$1.35万 | 减仓 |
| META | META PLATFORMS INC CL A | $230.70万 | 0.72% | 4,032 | -104 | -2.5% | -$5.95万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $239.39万 | 0.75% | 49,106 | -4,724 | -8.8% | -$23.03万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $240.58万 | 0.75% | 8,366 | -887 | -9.6% | -$25.51万 | 减仓 |
| MRK | MERCK & CO INC COM | $242.84万 | 0.76% | 20,188 | 52 | 0.3% | $6,255 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $244.38万 | 0.77% | 16,919 | 2,833 | 20.1% | $40.92万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $254.44万 | 0.80% | 18,256 | -525 | -2.8% | -$7.32万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $256.62万 | 0.80% | 12,144 | -525 | -4.1% | -$11.09万 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $268.87万 | 0.84% | 28,821 | -536 | -1.8% | -$5.00万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $291.15万 | 0.91% | 24,545 | 404 | 1.7% | $4.79万 | 加仓 |
| GLD | SPDR GOLD SHARES | $299.70万 | 0.94% | 6,965 | -791 | -10.2% | -$34.04万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $306.56万 | 0.96% | 52,153 | -650 | -1.2% | -$3.82万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $316.74万 | 0.99% | 15,309 | -543 | -3.4% | -$11.23万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $326.29万 | 1.02% | 97,312 | -327 | -0.3% | -$1.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $339.44万 | 1.06% | 13,886 | -315 | -2.2% | -$7.70万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $344.77万 | 1.08% | 26,316 | -618 | -2.3% | -$8.10万 | 减仓 |
| WMT | WALMART INC COM | $347.72万 | 1.09% | 27,978 | -206 | -0.7% | -$2.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $369.39万 | 1.16% | 12,557 | -19 | -0.2% | -$5,589 | 减仓 |
| RTX | RTX CORPORATION COM | $370.77万 | 1.16% | 19,221 | -349 | -1.8% | -$6.73万 | 减仓 |
| ORCL | ORACLE CORP COM | $375.88万 | 1.18% | 25,551 | 247 | 1.0% | $3.63万 | 加仓 |
| LLY | ELI LILLY & CO COM | $380.23万 | 1.19% | 4,134 | -49 | -1.2% | -$4.51万 | 减仓 |
| AVGO | BROADCOM INC COM | $397.54万 | 1.25% | 12,844 | -328 | -2.5% | -$10.15万 | 减仓 |
| CSCO | CISCO SYS INC COM | $438.91万 | 1.38% | 56,567 | -825 | -1.4% | -$6.40万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $454.16万 | 1.42% | 90,470 | -2,428 | -2.6% | -$12.19万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $456.94万 | 1.43% | 34,860 | -915 | -2.6% | -$11.99万 | 减仓 |
| DIS | DISNEY WALT CO COM | $459.87万 | 1.44% | 47,714 | -123 | -0.3% | -$1.19万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $517.01万 | 1.62% | 13,967 | 402 | 3.0% | $14.88万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $522.52万 | 1.64% | 18,215 | -351 | -1.9% | -$10.07万 | 减仓 |
| T | AT&T INC COM | $557.96万 | 1.75% | 192,467 | -2,601 | -1.3% | -$7.54万 | 减仓 |
| AMZN | AMAZON COM INC COM | $595.03万 | 1.87% | 28,570 | -263 | -0.9% | -$5.48万 | 减仓 |
| — | EXXON MOBIL CORP COM | $844.36万 | 2.65% | 49,768 | -3,621 | -6.8% | -$61.43万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $893.20万 | 2.80% | 178,818 | -869 | -0.5% | -$4.34万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1,187.22万 | 3.72% | 19,643 | -1,216 | -5.8% | -$73.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,392.71万 | 4.37% | 79,857 | -1,712 | -2.1% | -$29.86万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1,773.47万 | 5.56% | 171,466 | 663 | 0.4% | $6.86万 | 加仓 |
| AAPL | APPLE INC COM | $2,444.74万 | 7.66% | 96,329 | -262 | -0.3% | -$6.65万 | 减仓 |