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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 COM | $164.50万 | 0.48% | 9,731 | -43 | -0.4% | -$7,269 | 减仓 |
| SO | SOUTHERN CO COM | $165.31万 | 0.49% | 17,272 | 45 | 0.3% | $4,307 | 加仓 |
| TSLA | TESLA INC COM | $166.52万 | 0.49% | 3,959 | -41 | -1.0% | -$1.72万 | 减仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $166.65万 | 0.49% | 19,346 | -190 | -1.0% | -$1.64万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $168.10万 | 0.50% | 20,341 | -149 | -0.7% | -$1.23万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $176.53万 | 0.52% | 19,132 | 40 | 0.2% | $3,691 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $179.17万 | 0.53% | 2,433 | -169 | -6.5% | -$12.45万 | 减仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $190.00万 | 0.56% | 6,268 | -75 | -1.2% | -$2.27万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $190.52万 | 0.56% | 6,775 | 12 | 0.2% | $3,375 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $193.31万 | 0.57% | 15,272 | -47 | -0.3% | -$5,949 | 减仓 |
| WELL | WELLTOWER INC COM | $199.70万 | 0.59% | 8,799 | -100 | -1.1% | -$2.27万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $208.46万 | 0.61% | 1,806 | -272 | -13.1% | -$31.40万 | 减仓 |
| SRE | SEMPRA COM | $208.69万 | 0.61% | 22,510 | -220 | -1.0% | -$2.04万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $227.07万 | 0.67% | 10,153 | -11 | -0.1% | -$2,460 | 减仓 |
| META | META PLATFORMS INC CL A | $227.59万 | 0.67% | 4,040 | 8 | 0.2% | $4,507 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $229.89万 | 0.68% | 18,196 | -60 | -0.3% | -$7,581 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $239.98万 | 0.71% | 16,365 | -554 | -3.3% | -$8.12万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $243.91万 | 0.72% | 51,155 | -32 | -0.1% | -$1,526 | 减仓 |
| ABBV | ABBVIE INC COM | $249.17万 | 0.73% | 9,902 | -16 | -0.2% | -$4,026 | 减仓 |
| GLD | SPDR GOLD SHARES | $251.27万 | 0.74% | 6,821 | -144 | -2.1% | -$5.30万 | 减仓 |
| MRK | MERCK & CO INC COM | $257.29万 | 0.76% | 20,022 | -166 | -0.8% | -$2.13万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $261.10万 | 0.77% | 15,752 | 443 | 2.9% | $7.34万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $267.89万 | 0.79% | 47,015 | -2,091 | -4.3% | -$11.91万 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $272.41万 | 0.80% | 28,696 | -125 | -0.4% | -$1.19万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $273.66万 | 0.81% | 11,519 | -625 | -5.1% | -$14.85万 | 减仓 |
| INTC | INTEL CORP COM | $280.08万 | 0.83% | 20,059 | -677 | -3.3% | -$9.45万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $280.72万 | 0.83% | 24,586 | 41 | 0.2% | $4,681 | 加仓 |
| GLW | CORNING INC COM | $284.09万 | 0.84% | 11,122 | -1,458 | -11.6% | -$37.24万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $289.83万 | 0.85% | 8,110 | -256 | -3.1% | -$9.15万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $291.94万 | 0.86% | 25,992 | -324 | -1.2% | -$3.64万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $307.74万 | 0.91% | 96,260 | -1,052 | -1.1% | -$3.36万 | 减仓 |
| WMT | WALMART INC COM | $315.03万 | 0.93% | 27,814 | -164 | -0.6% | -$1.86万 | 减仓 |
| QCOM | QUALCOMM INC COM | $316.01万 | 0.93% | 17,101 | -15 | -0.1% | -$2,772 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $329.97万 | 0.97% | 52,468 | 315 | 0.6% | $1.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $339.72万 | 1.00% | 13,376 | -510 | -3.7% | -$12.95万 | 减仓 |
| RTX | RTX CORPORATION COM | $344.65万 | 1.02% | 18,165 | -1,056 | -5.5% | -$20.04万 | 减仓 |
| ORCL | ORACLE CORP COM | $365.76万 | 1.08% | 24,958 | -593 | -2.3% | -$8.69万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $381.14万 | 1.12% | 90,019 | -451 | -0.5% | -$1.91万 | 减仓 |
| T | AT&T INC COM | $401.16万 | 1.18% | 193,795 | 1,328 | 0.7% | $2.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $410.06万 | 1.21% | 12,527 | -30 | -0.2% | -$9,820 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $414.27万 | 1.22% | 12,148 | -293 | -2.4% | -$9.99万 | 减仓 |
| LLY | ELI LILLY & CO COM | $460.94万 | 1.36% | 3,843 | -291 | -7.0% | -$34.90万 | 减仓 |
| DIS | DISNEY WALT CO COM | $463.17万 | 1.36% | 48,121 | 407 | 0.9% | $3.92万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $474.27万 | 1.40% | 34,666 | -194 | -0.6% | -$2.65万 | 减仓 |
| AVGO | BROADCOM INC COM | $484.48万 | 1.43% | 12,825 | -19 | -0.1% | -$7,177 | 减仓 |
| MSFT | MICROSOFT CORP COM | $520.66万 | 1.53% | 13,958 | -9 | -0.1% | -$3,357 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $624.19万 | 1.84% | 17,666 | -549 | -3.0% | -$19.40万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $645.58万 | 1.90% | 47,219 | 47,219 | — | $645.58万 | 新建仓 |
| CSCO | CISCO SYS INC COM | $656.82万 | 1.94% | 55,919 | -648 | -1.1% | -$7.61万 | 减仓 |
| AMZN | AMAZON COM INC COM | $662.35万 | 1.95% | 27,790 | -780 | -2.7% | -$18.59万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $889.64万 | 2.62% | 177,112 | -1,706 | -1.0% | -$8.57万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $979.40万 | 2.89% | 19,224 | -419 | -2.1% | -$21.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,566.94万 | 4.62% | 78,312 | -1,545 | -1.9% | -$30.91万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1,737.22万 | 5.12% | 170,049 | -1,417 | -0.8% | -$14.48万 | 减仓 |
| AAPL | APPLE INC COM | $2,748.02万 | 8.10% | 94,969 | -1,360 | -1.4% | -$39.35万 | 减仓 |