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 |
|---|---|---|---|---|---|---|---|---|
| BXP | BXP INC COM | $0 | 0.00% | 0 | -4,621 | -100.0% | -$31.18万 | 清仓 |
| GPC | GENUINE PARTS CO COM | $0 | 0.00% | 0 | -2,181 | -100.0% | -$26.82万 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -401 | -100.0% | -$26.56万 | 清仓 |
| ORI | OLD REP INTL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -3,456 | -100.0% | -$22.02万 | 清仓 |
| SLVP | ISHARES MSCI GLOBAL SILVER MINERS ETF | $0 | 0.00% | 0 | -6,266 | -100.0% | -$21.47万 | 清仓 |
| BIDU | BAIDU INC SPON ADR REP A | $0 | 0.00% | 0 | -1,561 | -100.0% | -$20.40万 | 清仓 |
| SNAP | SNAP INC CL A | $0 | 0.00% | 0 | -24,144 | -100.0% | -$19.48万 | 清仓 |
| BITO | PROSHARES BITCOIN ETF | $0 | 0.00% | 0 | -14,627 | -100.0% | -$17.79万 | 清仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $0 | 0.00% | 0 | -13,873 | -100.0% | -$10.43万 | 清仓 |
| — | GOLDMINING INC COM | $1.19万 | 0.00% | 10,000 | -4,000 | -28.6% | -$4,760 | 减仓 |
| — | SNDL INC COM | $2.64万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC COM NEW | $3.05万 | 0.01% | 10,001 | 10,001 | — | $3.05万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP COM | $6.33万 | 0.02% | 14,315 | 150 | 1.1% | $663 | 加仓 |
| DNP | DNP SELECT INCOME FD INC COM | $11.59万 | 0.04% | 11,248 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC COM | $12.05万 | 0.04% | 35,140 | 2,000 | 6.0% | $6,860 | 加仓 |
| AES | AES CORP COM | $16.09万 | 0.05% | 11,421 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $16.44万 | 0.05% | 18,227 | 5,933 | 48.3% | $5.35万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $20.53万 | 0.06% | 1,041 | 1,041 | — | $20.53万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP COM | $20.56万 | 0.06% | 3,816 | -30 | -0.8% | -$1,616 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $20.71万 | 0.06% | 976 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC COM NON VTG | $20.81万 | 0.07% | 4,125 | 4,125 | — | $20.81万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $20.86万 | 0.07% | 4,060 | 4,060 | — | $20.86万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $20.96万 | 0.07% | 1,540 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $20.98万 | 0.07% | 3,419 | 3,419 | — | $20.98万 | 新建仓 |
| NTR | NUTRIEN LTD COM | $21.04万 | 0.07% | 2,788 | 2,788 | — | $21.04万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $21.10万 | 0.07% | 4,899 | 4,899 | — | $21.10万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $21.18万 | 0.07% | 442 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $21.39万 | 0.07% | 4,222 | -165 | -3.8% | -$8,359 | 重新持有 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $21.42万 | 0.07% | 4,060 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $21.47万 | 0.07% | 5,402 | -21,727 | -80.1% | -$86.37万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $21.96万 | 0.07% | 7,996 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $22.06万 | 0.07% | 2,725 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $22.15万 | 0.07% | 2,374 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $22.21万 | 0.07% | 1,205 | -5 | -0.4% | -$921 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $22.21万 | 0.07% | 1,500 | -38 | -2.5% | -$5,628 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $22.31万 | 0.07% | 4,434 | 4,434 | — | $22.31万 | 新建仓 |
| MET | METLIFE INC COM | $22.79万 | 0.07% | 3,222 | 3,222 | — | $22.79万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $22.81万 | 0.07% | 750 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $22.99万 | 0.07% | 3,458 | 4 | 0.1% | $266 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $23.46万 | 0.07% | 1,098 | 1,098 | — | $23.46万 | 新建仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $23.69万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $23.83万 | 0.07% | 15,158 | -7,069 | -31.8% | -$11.11万 | 减仓 |
| ABEV | AMBEV SA SPONSORED ADR | $23.99万 | 0.08% | 82,155 | 4,000 | 5.1% | $1.17万 | 加仓 |
| UGI | UGI CORP NEW COM | $24.07万 | 0.08% | 6,610 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $24.17万 | 0.08% | 7,550 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $24.19万 | 0.08% | 4,762 | 4,762 | — | $24.19万 | 新建仓 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $24.88万 | 0.08% | 8,753 | -305 | -3.4% | -$8,671 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $25.32万 | 0.08% | 3,952 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $25.61万 | 0.08% | 1,319 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $25.71万 | 0.08% | 2,228 | 2,228 | — | $25.71万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $25.83万 | 0.08% | 900 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $25.94万 | 0.08% | 13,874 | 3,368 | 32.1% | $6.30万 | 加仓 |
| SLB | SLB LIMITED COM STK | $25.96万 | 0.08% | 5,051 | 5,051 | — | $25.96万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $26.21万 | 0.08% | 3,075 | 24 | 0.8% | $2,046 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $26.29万 | 0.08% | 17,466 | -355 | -2.0% | -$5,343 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $26.84万 | 0.08% | 1,359 | 5 | 0.4% | $988 | 加仓 |
| MO | ALTRIA GROUP INC COM | $26.99万 | 0.08% | 4,090 | 16 | 0.4% | $1,056 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $26.99万 | 0.08% | 11,918 | -17 | -0.1% | -$385 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $27.34万 | 0.09% | 9,522 | -374 | -3.8% | -$1.07万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $27.37万 | 0.09% | 4,627 | 4,627 | — | $27.37万 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $27.42万 | 0.09% | 1,818 | 618 | 51.5% | $9.32万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $27.86万 | 0.09% | 9,675 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $27.96万 | 0.09% | 1,620 | 0 | 0.0% | — | 不变 |
| PINE | ALPINE INCOME PPTY TR INC COM | $28.32万 | 0.09% | 15,731 | 390 | 2.5% | $7,020 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $28.55万 | 0.09% | 1,816 | 590 | 48.1% | $9.28万 | 加仓 |
| CLX | CLOROX CO DEL COM | $28.70万 | 0.09% | 2,769 | -26 | -0.9% | -$2,694 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $29.05万 | 0.09% | 850 | -5 | -0.6% | -$1,709 | 减仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $29.56万 | 0.09% | 5,601 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $29.71万 | 0.09% | 3,370 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $29.83万 | 0.09% | 1,292 | -1 | -0.1% | -$231 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $30.34万 | 0.10% | 8,103 | 8,103 | — | $30.34万 | 新建仓 |
| USB | US BANCORP COM NEW | $30.46万 | 0.10% | 5,857 | -20 | -0.3% | -$1,040 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $30.49万 | 0.10% | 3,604 | 3,604 | — | $30.49万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $30.76万 | 0.10% | 3,127 | -16 | -0.5% | -$1,574 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $31.68万 | 0.10% | 1,458 | 3 | 0.2% | $652 | 加仓 |
| GEV | GE VERNOVA INC COM | $31.69万 | 0.10% | 363 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $31.96万 | 0.10% | 1,947 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $32.48万 | 0.10% | 466 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $33.14万 | 0.10% | 9,019 | 9,019 | — | $33.14万 | 新建仓 |
| CTVA | CORTEVA INC COM | $33.15万 | 0.10% | 3,960 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $33.23万 | 0.10% | 1,367 | -31 | -2.2% | -$7,535 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $33.66万 | 0.11% | 1,244 | 69 | 5.9% | $1.87万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $34.75万 | 0.11% | 890 | 260 | 41.3% | $10.15万 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $35.31万 | 0.11% | 13,587 | -215 | -1.6% | -$5,588 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $35.90万 | 0.11% | 2,056 | 178 | 9.5% | $3.11万 | 加仓 |
| MTN | VAIL RESORTS INC COM | $36.26万 | 0.11% | 2,826 | 2,826 | — | $36.26万 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $36.99万 | 0.12% | 4,968 | 1,339 | 36.9% | $9.97万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $37.07万 | 0.12% | 1,874 | -30 | -1.6% | -$5,934 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $37.08万 | 0.12% | 2,543 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $37.59万 | 0.12% | 16,730 | -75 | -0.4% | -$1,685 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $38.37万 | 0.12% | 385 | -30 | -7.2% | -$2.99万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $38.42万 | 0.12% | 6,765 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $38.44万 | 0.12% | 22,324 | 6,269 | 39.0% | $10.80万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $38.95万 | 0.12% | 1,289 | 2 | 0.2% | $604 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $39.33万 | 0.12% | 3,971 | 4 | 0.1% | $396 | 加仓 |
| SNY | SANOFI SA SPONSORED ADR | $39.87万 | 0.12% | 8,275 | 8,275 | — | $39.87万 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $40.92万 | 0.13% | 1,656 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $41.12万 | 0.13% | 7,608 | 50 | 0.7% | $2,702 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $41.74万 | 0.13% | 1,437 | -5 | -0.3% | -$1,452 | 减仓 |