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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC COM CL A | $74.76万 | 0.22% | 2,179 | -98 | -4.3% | -$3.36万 | 减仓 |
| AMLP | ALERIAN MLP ETF | $74.46万 | 0.22% | 14,360 | -19 | -0.1% | -$985 | 减仓 |
| VICI | VICI PPTYS INC COM | $73.69万 | 0.22% | 27,754 | 9,123 | 49.0% | $24.22万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $72.96万 | 0.21% | 5,097 | -102 | -2.0% | -$1.46万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $72.55万 | 0.21% | 9,121 | 2 | 0.0% | $159 | 加仓 |
| KO | COCA COLA CO COM | $72.08万 | 0.21% | 8,869 | -75 | -0.8% | -$6,095 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $71.15万 | 0.21% | 6,431 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $71.08万 | 0.21% | 8,099 | 8 | 0.1% | $702 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $70.35万 | 0.21% | 29,785 | 2,601 | 9.6% | $6.14万 | 加仓 |
| DOV | DOVER CORP COM | $68.27万 | 0.20% | 3,044 | -60 | -1.9% | -$1.35万 | 减仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $68.02万 | 0.20% | 21,675 | -325 | -1.5% | -$1.02万 | 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 |
| TGT | TARGET CORP COM | $64.25万 | 0.19% | 4,919 | -98 | -2.0% | -$1.28万 | 减仓 |
| EVRG | EVERGY INC COM | $63.48万 | 0.19% | 7,345 | -60 | -0.8% | -$5,186 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $62.34万 | 0.18% | 2,305 | -25 | -1.1% | -$6,762 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $61.40万 | 0.18% | 2,634 | -49 | -1.8% | -$1.14万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $61.27万 | 0.18% | 1,283 | -90 | -6.6% | -$4.30万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $59.29万 | 0.17% | 820 | -30 | -3.5% | -$2.17万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $59.10万 | 0.17% | 5,783 | -61 | -1.0% | -$6,234 | 减仓 |
| CLX | CLOROX CO DEL COM | $58.60万 | 0.17% | 6,140 | 3,371 | 121.7% | $32.17万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $56.45万 | 0.17% | 2,740 | -17 | -0.6% | -$3,502 | 减仓 |
| MTN | VAIL RESORTS INC COM | $55.93万 | 0.16% | 4,108 | 1,282 | 45.4% | $17.45万 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $55.08万 | 0.16% | 6,646 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $54.31万 | 0.16% | 2,438 | -300 | -11.0% | -$6.68万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $54.27万 | 0.16% | 1,452 | -20 | -1.4% | -$7,475 | 减仓 |
| MMM | 3M CO COM | $54.14万 | 0.16% | 3,344 | 197 | 6.3% | $3.19万 | 加仓 |
| DOW | DOW HLDGS INC COM | $53.68万 | 0.16% | 19,621 | -79 | -0.4% | -$2,161 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $53.43万 | 0.16% | 3,606 | 2 | 0.1% | $296 | 加仓 |
| GIS | GENERAL MILLS INC COM | $53.14万 | 0.16% | 15,271 | -260 | -1.7% | -$9,048 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $52.87万 | 0.16% | 2,372 | 498 | 26.6% | $11.10万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $52.56万 | 0.15% | 14,548 | -200 | -1.4% | -$7,226 | 减仓 |
| PAYX | PAYCHEX INC COM | $52.32万 | 0.15% | 5,321 | -363 | -6.4% | -$3.57万 | 减仓 |
| NEM | NEWMONT CORP COM | $51.69万 | 0.15% | 5,534 | 1,216 | 28.2% | $11.36万 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $51.43万 | 0.15% | 13,087 | -500 | -3.7% | -$1.96万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $50.68万 | 0.15% | 25,978 | -750 | -2.8% | -$1.46万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $50.36万 | 0.15% | 4,602 | 71 | 1.6% | $7,769 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $50.33万 | 0.15% | 6,433 | 1,391 | 27.6% | $10.88万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $50.27万 | 0.15% | 17,360 | 8 | 0.0% | $232 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $49.84万 | 0.15% | 3,788 | 2,248 | 146.0% | $29.58万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $49.74万 | 0.15% | 8,599 | 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 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $49.11万 | 0.14% | 6,857 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $48.89万 | 0.14% | 13,300 | -109 | -0.8% | -$4,007 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $47.49万 | 0.14% | 1,096 | -2 | -0.2% | -$867 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $47.30万 | 0.14% | 6,191 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC COM | $46.19万 | 0.14% | 75,220 | 40,080 | 114.1% | $24.61万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $45.95万 | 0.14% | 4,274 | 1,147 | 36.7% | $12.33万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $45.87万 | 0.14% | 6,705 | -60 | -0.9% | -$4,105 | 减仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $45.34万 | 0.13% | 1,240 | -49 | -3.8% | -$1.79万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $45.33万 | 0.13% | 7,595 | -13 | -0.2% | -$776 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $44.68万 | 0.13% | 1,075 | -169 | -13.6% | -$7.02万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $44.55万 | 0.13% | 3,728 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $44.05万 | 0.13% | 11,992 | 69 | 0.6% | $2,534 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $43.94万 | 0.13% | 1,857 | -140 | -7.0% | -$3.31万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $43.86万 | 0.13% | 4,570 | 503 | 12.4% | $4.83万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $43.19万 | 0.13% | 5,724 | -326 | -5.4% | -$2.46万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $43.13万 | 0.13% | 1,656 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $42.53万 | 0.13% | 362 | -1 | -0.3% | -$1,175 | 减仓 |
| KIM | KIMCO REALTY CORP COM | $42.26万 | 0.12% | 16,670 | -60 | -0.4% | -$1,521 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $41.89万 | 0.12% | 4,451 | 4,451 | — | $41.89万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $41.78万 | 0.12% | 3,581 | 573 | 19.0% | $6.69万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $41.39万 | 0.12% | 8,634 | -385 | -4.3% | -$1.85万 | 减仓 |
| CRM | SALESFORCE INC COM | $40.95万 | 0.12% | 2,614 | -71 | -2.6% | -$1.11万 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $40.47万 | 0.12% | 1,590 | -228 | -12.5% | -$5.80万 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $39.77万 | 0.12% | 9,174 | 3,772 | 69.8% | $16.35万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $39.35万 | 0.12% | 2,550 | 7 | 0.3% | $1,080 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $39.29万 | 0.12% | 1,318 | -1 | -0.1% | -$298 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $38.57万 | 0.11% | 2,773 | -235 | -7.8% | -$3.27万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $37.79万 | 0.11% | 1,289 | -148 | -10.3% | -$4.34万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $37.60万 | 0.11% | 2,424 | 304 | 14.3% | $4.72万 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $36.81万 | 0.11% | 4,579 | -389 | -7.8% | -$3.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $36.54万 | 0.11% | 629 | 629 | — | $36.54万 | 新建仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $36.39万 | 0.11% | 2,228 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $35.38万 | 0.10% | 5,857 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $34.34万 | 0.10% | 2,349 | 293 | 14.3% | $4.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $34.15万 | 0.10% | 365 | -20 | -5.2% | -$1.87万 | 减仓 |
| CTVA | CORTEVA INC COM | $33.45万 | 0.10% | 3,950 | -10 | -0.3% | -$847 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $33.32万 | 0.10% | 1,333 | -26 | -1.9% | -$6,499 | 减仓 |
| MRNA | MODERNA INC COM | $33.32万 | 0.10% | 4,758 | -4 | -0.1% | -$280 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $33.17万 | 0.10% | 7,776 | -499 | -6.0% | -$2.13万 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $33.06万 | 0.10% | 1,292 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $32.88万 | 0.10% | 1,353 | -105 | -7.2% | -$2.55万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $32.76万 | 0.10% | 2,165 | 349 | 19.2% | $5.28万 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $32.66万 | 0.10% | 15,731 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $32.63万 | 0.10% | 921 | -310 | -25.2% | -$10.98万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $32.55万 | 0.10% | 1,852 | -22 | -1.2% | -$3,867 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $31.97万 | 0.09% | 3,413 | -45 | -1.3% | -$4,215 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $31.68万 | 0.09% | 18,261 | 795 | 4.6% | $1.38万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $31.43万 | 0.09% | 4,627 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC COM | $30.51万 | 0.09% | 9,675 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $30.12万 | 0.09% | 8,553 | 450 | 5.6% | $1.58万 | 加仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $28.90万 | 0.09% | 5,576 | -25 | -0.4% | -$1,296 | 减仓 |
| TWLO | TWILIO INC CL A | $28.87万 | 0.09% | 1,399 | 1,399 | — | $28.87万 | 新建仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $28.58万 | 0.08% | 806 | 806 | — | $28.58万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $28.52万 | 0.08% | 2,349 | -25 | -1.1% | -$3,036 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $28.31万 | 0.08% | 900 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY COM | $28.21万 | 0.08% | 12,668 | 12,668 | — | $28.21万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC COM | $27.75万 | 0.08% | 16,944 | -5,380 | -24.1% | -$8.81万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $27.68万 | 0.08% | 3,019 | -56 | -1.8% | -$5,134 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $27.62万 | 0.08% | 3,877 | -75 | -1.9% | -$5,344 | 减仓 |