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 |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $27.34万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $27.26万 | 0.08% | 3,222 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $26.91万 | 0.08% | 7,064 | 7,064 | — | $26.91万 | 新建仓 |
| CAG | CONAGRA BRANDS INC COM | $26.77万 | 0.08% | 19,886 | 4,728 | 31.2% | $6.36万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $26.41万 | 0.08% | 3,670 | -420 | -10.3% | -$3.02万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $25.94万 | 0.08% | 1,586 | -34 | -2.1% | -$5,561 | 减仓 |
| ABEV | AMBEV SA SPONSORED ADR | $25.80万 | 0.08% | 82,155 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $25.70万 | 0.08% | 3,404 | 34 | 1.0% | $2,567 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $25.67万 | 0.08% | 7,550 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $24.78万 | 0.07% | 750 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $24.59万 | 0.07% | 385 | 385 | — | $24.59万 | 新建仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $23.71万 | 0.07% | 1,200 | -5 | -0.4% | -$988 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $23.70万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $23.66万 | 0.07% | 5,089 | 38 | 0.8% | $1,767 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $23.62万 | 0.07% | 8,266 | 8,266 | — | $23.62万 | 新建仓 |
| PKG | PACKAGING CORP AMER COM | $23.26万 | 0.07% | 976 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $22.83万 | 0.07% | 6,610 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $22.18万 | 0.07% | 2,144 | 2,144 | — | $22.18万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $22.12万 | 0.07% | 2,725 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $22.10万 | 0.07% | 1,078 | -289 | -21.1% | -$5.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $21.92万 | 0.06% | 438 | -4 | -0.9% | -$2,002 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $21.89万 | 0.06% | 4,579 | 4,579 | — | $21.89万 | 新建仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $21.82万 | 0.06% | 2,708 | 2,708 | — | $21.82万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $21.32万 | 0.06% | 7,996 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $21.26万 | 0.06% | 414 | 414 | — | $21.26万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $21.09万 | 0.06% | 4,060 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $21.04万 | 0.06% | 8,598 | -155 | -1.8% | -$3,793 | 减仓 |
| TMUS | T-MOBILE US INC COM | $21.00万 | 0.06% | 1,252 | 1,252 | — | $21.00万 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $20.90万 | 0.06% | 945 | 945 | — | $20.90万 | 新建仓 |
| HRL | HORMEL FOODS CORP COM | $20.49万 | 0.06% | 8,254 | -3,664 | -30.7% | -$9.09万 | 减仓 |
| ORI | OLD REP INTL CORP COM | $20.46万 | 0.06% | 5,000 | 0 | 0.0% | — | 重新持有 |
| EXE | EXPAND ENERGY CORPORATION COM | $20.29万 | 0.06% | 2,225 | 2,225 | — | $20.29万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $20.26万 | 0.06% | 524 | 524 | — | $20.26万 | 新建仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $20.12万 | 0.06% | 2,353 | 2,353 | — | $20.12万 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $20.07万 | 0.06% | 2,500 | 2,500 | — | $20.07万 | 新建仓 |
| FE | FIRSTENERGY CORP COM | $20.07万 | 0.06% | 4,222 | 0 | 0.0% | — | 不变 |
| AES | AES CORP COM | $16.74万 | 0.05% | 11,421 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $16.02万 | 0.05% | 16,248 | -1,979 | -10.9% | -$1.95万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC COM | $12.14万 | 0.04% | 11,248 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $8.20万 | 0.02% | 14,315 | 0 | 0.0% | — | 不变 |
| — | SNDL INC COM | $2.70万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC COM | $9,070 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -49,768 | -100.0% | -$844.36万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,870 | -100.0% | -$42.27万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -9,522 | -100.0% | -$27.34万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $0 | 0.00% | 0 | -13,874 | -100.0% | -$25.94万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW COM | $0 | 0.00% | 0 | -4,434 | -100.0% | -$22.31万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,060 | -100.0% | -$21.42万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $0 | 0.00% | 0 | -4,899 | -100.0% | -$21.10万 | 清仓 |
| NTR | NUTRIEN LTD COM | $0 | 0.00% | 0 | -2,788 | -100.0% | -$21.04万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -3,419 | -100.0% | -$20.98万 | 清仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $0 | 0.00% | 0 | -4,125 | -100.0% | -$20.81万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP COM | $0 | 0.00% | 0 | -3,816 | -100.0% | -$20.56万 | 清仓 |
| AZN | ASTRAZENECA PLC ORD | $0 | 0.00% | 0 | -1,041 | -100.0% | -$20.53万 | 清仓 |
| RZLT | REZOLUTE INC COM NEW | $0 | 0.00% | 0 | -10,001 | -100.0% | -$3.05万 | 清仓 |