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 |
|---|---|---|---|---|---|---|---|---|
| UGI | UGI CORP NEW COM | $24.07万 | 0.08% | 6,610 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA SPONSORED ADR | $23.99万 | 0.08% | 82,155 | 4,000 | 5.1% | $1.17万 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $23.83万 | 0.07% | 15,158 | -7,069 | -31.8% | -$11.11万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $23.69万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $23.46万 | 0.07% | 1,098 | 1,098 | — | $23.46万 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $22.99万 | 0.07% | 3,458 | 4 | 0.1% | $266 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $22.81万 | 0.07% | 750 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $22.79万 | 0.07% | 3,222 | 3,222 | — | $22.79万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW COM | $22.31万 | 0.07% | 4,434 | 4,434 | — | $22.31万 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $22.21万 | 0.07% | 1,500 | -38 | -2.5% | -$5,628 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $22.21万 | 0.07% | 1,205 | -5 | -0.4% | -$921 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $22.15万 | 0.07% | 2,374 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $22.06万 | 0.07% | 2,725 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $21.96万 | 0.07% | 7,996 | 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 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $21.42万 | 0.07% | 4,060 | 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 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $21.18万 | 0.07% | 442 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $21.10万 | 0.07% | 4,899 | 4,899 | — | $21.10万 | 新建仓 |
| NTR | NUTRIEN LTD COM | $21.04万 | 0.07% | 2,788 | 2,788 | — | $21.04万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $20.98万 | 0.07% | 3,419 | 3,419 | — | $20.98万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $20.96万 | 0.07% | 1,540 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $20.86万 | 0.07% | 4,060 | 4,060 | — | $20.86万 | 新建仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $20.81万 | 0.07% | 4,125 | 4,125 | — | $20.81万 | 新建仓 |
| PKG | PACKAGING CORP AMER COM | $20.71万 | 0.06% | 976 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP COM | $20.56万 | 0.06% | 3,816 | -30 | -0.8% | -$1,616 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $20.53万 | 0.06% | 1,041 | 1,041 | — | $20.53万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $16.44万 | 0.05% | 18,227 | 5,933 | 48.3% | $5.35万 | 加仓 |
| AES | AES CORP COM | $16.09万 | 0.05% | 11,421 | 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 |
| DNP | DNP SELECT INCOME FD INC COM | $11.59万 | 0.04% | 11,248 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $6.33万 | 0.02% | 14,315 | 150 | 1.1% | $663 | 加仓 |
| RZLT | REZOLUTE INC COM NEW | $3.05万 | 0.01% | 10,001 | 10,001 | — | $3.05万 | 新建仓 |
| — | SNDL INC COM | $2.64万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC COM | $1.19万 | 0.00% | 10,000 | -4,000 | -28.6% | -$4,760 | 减仓 |
| 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 |