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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC COM CL A | $68.82万 | 0.22% | 2,277 | 463 | 25.5% | $13.99万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $68.12万 | 0.21% | 5,199 | -25 | -0.5% | -$3,276 | 减仓 |
| KO | COCA COLA CO COM | $68.02万 | 0.21% | 8,944 | 287 | 3.3% | $2.18万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $67.47万 | 0.21% | 2,452 | -650 | -21.0% | -$17.89万 | 减仓 |
| DOV | DOVER CORP COM | $64.70万 | 0.20% | 3,104 | 1 | 0.0% | $208 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $64.49万 | 0.20% | 33,413 | 732 | 2.2% | $1.41万 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $61.14万 | 0.19% | 27,184 | -7,705 | -22.1% | -$17.33万 | 减仓 |
| TGT | TARGET CORP COM | $60.81万 | 0.19% | 5,017 | -416 | -7.7% | -$5.04万 | 减仓 |
| EVRG | EVERGY INC COM | $60.66万 | 0.19% | 7,405 | -25 | -0.3% | -$2,048 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $60.65万 | 0.19% | 2,330 | -10 | -0.4% | -$2,603 | 减仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $57.90万 | 0.18% | 6,428 | -50 | -0.8% | -$4,504 | 减仓 |
| GIS | GENERAL MILLS INC COM | $57.81万 | 0.18% | 15,531 | -257 | -1.6% | -$9,566 | 减仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $57.31万 | 0.18% | 22,000 | -1,075 | -4.7% | -$2.80万 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $56.23万 | 0.18% | 6,646 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $55.52万 | 0.17% | 6,050 | -50 | -0.8% | -$4,589 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $54.05万 | 0.17% | 2,757 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $52.36万 | 0.16% | 5,684 | 2,065 | 57.1% | $19.02万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $52.36万 | 0.16% | 5,844 | -513 | -8.1% | -$4.60万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $51.40万 | 0.16% | 26,728 | -142 | -0.5% | -$2,731 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $51.02万 | 0.16% | 4,067 | -896 | -18.1% | -$11.24万 | 减仓 |
| VICI | VICI PPTYS INC COM | $50.90万 | 0.16% | 18,631 | 6,793 | 57.4% | $18.56万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $50.74万 | 0.16% | 13,409 | -290 | -2.1% | -$1.10万 | 减仓 |
| CRM | SALESFORCE INC COM | $50.12万 | 0.16% | 2,685 | 658 | 32.5% | $12.28万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $50.00万 | 0.16% | 4,531 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC COM | $49.93万 | 0.16% | 9,119 | 1 | 0.0% | $55 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $49.56万 | 0.16% | 8,599 | 2,679 | 45.3% | $15.44万 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $48.92万 | 0.15% | 2,683 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $48.63万 | 0.15% | 11,923 | -300 | -2.5% | -$1.22万 | 减仓 |
| NEM | NEWMONT CORP COM | $46.75万 | 0.15% | 4,318 | -25 | -0.6% | -$2,707 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $46.40万 | 0.15% | 1,373 | -64 | -4.5% | -$2.16万 | 减仓 |
| NUE | NUCOR CORP COM | $46.30万 | 0.15% | 2,738 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $45.70万 | 0.14% | 3,147 | -198 | -5.9% | -$2.88万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $45.22万 | 0.14% | 6,857 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $45.12万 | 0.14% | 3,008 | 152 | 5.3% | $2.28万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $45.00万 | 0.14% | 6,191 | -20 | -0.3% | -$1,454 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $44.00万 | 0.14% | 3,008 | 477 | 18.8% | $6.98万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $43.69万 | 0.14% | 5,042 | 890 | 21.4% | $7.71万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $43.55万 | 0.14% | 17,352 | -362 | -2.0% | -$9,086 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $43.06万 | 0.13% | 1,874 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $43.03万 | 0.13% | 2,120 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $42.95万 | 0.13% | 1,997 | -110 | -5.2% | -$2.37万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $42.89万 | 0.13% | 14,748 | -44 | -0.3% | -$1,280 | 减仓 |
| — | HONEYWELL INTL INC COM | $42.27万 | 0.13% | 1,870 | -24 | -1.3% | -$5,425 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $42.25万 | 0.13% | 1,231 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $41.77万 | 0.13% | 1,472 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $41.74万 | 0.13% | 1,437 | -5 | -0.3% | -$1,452 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $41.12万 | 0.13% | 7,608 | 50 | 0.7% | $2,702 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $40.92万 | 0.13% | 1,656 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $39.87万 | 0.12% | 8,275 | 8,275 | — | $39.87万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $39.33万 | 0.12% | 3,971 | 4 | 0.1% | $396 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $38.95万 | 0.12% | 1,289 | 2 | 0.2% | $604 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $38.44万 | 0.12% | 22,324 | 6,269 | 39.0% | $10.80万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $38.42万 | 0.12% | 6,765 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $38.37万 | 0.12% | 385 | -30 | -7.2% | -$2.99万 | 减仓 |
| KIM | KIMCO REALTY CORP COM | $37.59万 | 0.12% | 16,730 | -75 | -0.4% | -$1,685 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $37.08万 | 0.12% | 2,543 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $37.07万 | 0.12% | 1,874 | -30 | -1.6% | -$5,934 | 减仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $36.99万 | 0.12% | 4,968 | 1,339 | 36.9% | $9.97万 | 加仓 |
| MTN | VAIL RESORTS INC COM | $36.26万 | 0.11% | 2,826 | 2,826 | — | $36.26万 | 新建仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $35.90万 | 0.11% | 2,056 | 178 | 9.5% | $3.11万 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $35.31万 | 0.11% | 13,587 | -215 | -1.6% | -$5,588 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $34.75万 | 0.11% | 890 | 260 | 41.3% | $10.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $33.66万 | 0.11% | 1,244 | 69 | 5.9% | $1.87万 | 加仓 |
| ADBE | ADOBE INC COM | $33.23万 | 0.10% | 1,367 | -31 | -2.2% | -$7,535 | 减仓 |
| CTVA | CORTEVA INC COM | $33.15万 | 0.10% | 3,960 | 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 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $32.48万 | 0.10% | 466 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $31.96万 | 0.10% | 1,947 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $31.69万 | 0.10% | 363 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $31.68万 | 0.10% | 1,458 | 3 | 0.2% | $652 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $30.76万 | 0.10% | 3,127 | -16 | -0.5% | -$1,574 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $30.49万 | 0.10% | 3,604 | 3,604 | — | $30.49万 | 新建仓 |
| USB | US BANCORP COM NEW | $30.46万 | 0.10% | 5,857 | -20 | -0.3% | -$1,040 | 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 |
| EXPE | EXPEDIA GROUP INC COM NEW | $29.83万 | 0.09% | 1,292 | -1 | -0.1% | -$231 | 减仓 |
| IAU | ISHARES GOLD TRUST | $29.71万 | 0.09% | 3,370 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO COM NEW | $29.56万 | 0.09% | 5,601 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $29.05万 | 0.09% | 850 | -5 | -0.6% | -$1,709 | 减仓 |
| CLX | CLOROX CO DEL COM | $28.70万 | 0.09% | 2,769 | -26 | -0.9% | -$2,694 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $28.55万 | 0.09% | 1,816 | 590 | 48.1% | $9.28万 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $28.32万 | 0.09% | 15,731 | 390 | 2.5% | $7,020 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $27.96万 | 0.09% | 1,620 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC COM | $27.86万 | 0.09% | 9,675 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $27.42万 | 0.09% | 1,818 | 618 | 51.5% | $9.32万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $27.37万 | 0.09% | 4,627 | 4,627 | — | $27.37万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $27.34万 | 0.09% | 9,522 | -374 | -3.8% | -$1.07万 | 减仓 |
| HRL | HORMEL FOODS CORP COM | $26.99万 | 0.08% | 11,918 | -17 | -0.1% | -$385 | 减仓 |
| MO | ALTRIA GROUP INC COM | $26.99万 | 0.08% | 4,090 | 16 | 0.4% | $1,056 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $26.84万 | 0.08% | 1,359 | 5 | 0.4% | $988 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $26.29万 | 0.08% | 17,466 | -355 | -2.0% | -$5,343 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $26.21万 | 0.08% | 3,075 | 24 | 0.8% | $2,046 | 加仓 |
| SLB | SLB LIMITED COM STK | $25.96万 | 0.08% | 5,051 | 5,051 | — | $25.96万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $25.94万 | 0.08% | 13,874 | 3,368 | 32.1% | $6.30万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $25.83万 | 0.08% | 900 | 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 |
| TXN | TEXAS INSTRS INC COM | $25.61万 | 0.08% | 1,319 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $25.32万 | 0.08% | 3,952 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $24.88万 | 0.08% | 8,753 | -305 | -3.4% | -$8,671 | 减仓 |
| MRNA | MODERNA INC COM | $24.19万 | 0.08% | 4,762 | 4,762 | — | $24.19万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $24.17万 | 0.08% | 7,550 | 0 | 0.0% | — | 不变 |