Jeppson Wealth Management, LLC 13F 持仓 · 2026年Q2
Jeppson Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 242 只证券，申报市值合计 3.39 亿美元。前几大持仓：AAPL（8.10%）、STIP（5.12%）、NVDA（4.62%）。本季前 25 大持仓中：新建仓 1 只、增持 3 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $27.5M | 8.10% | 94,969 | 减持 |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $17.4M | 5.12% | 170,049 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION COM | $15.7M | 4.62% | 78,312 | 减持 |
| 4 | LMT | LOCKHEED MARTIN CORP COM | $9.8M | 2.89% | 19,224 | 减持 |
| 5 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $8.9M | 2.62% | 177,112 | 减持 |
| 6 | AMZN | AMAZON COM INC COM | $6.6M | 1.95% | 27,790 | 减持 |
| 7 | CSCO | CISCO SYS INC COM | $6.6M | 1.94% | 55,919 | 减持 |
| 8 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $6.5M | 1.90% | 47,219 | 新建仓 |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $6.2M | 1.84% | 17,666 | 减持 |
| 10 | MSFT | MICROSOFT CORP COM | $5.2M | 1.53% | 13,958 | 减持 |
| 11 | AVGO | BROADCOM INC COM | $4.8M | 1.43% | 12,825 | 减持 |
| 12 | AEP | AMERICAN ELEC PWR CO INC COM | $4.7M | 1.40% | 34,666 | 减持 |
| 13 | DIS | DISNEY WALT CO COM | $4.6M | 1.36% | 48,121 | 增持 |
| 14 | LLY | ELI LILLY & CO COM | $4.6M | 1.36% | 3,843 | 减持 |
| 15 | PANW | PALO ALTO NETWORKS INC COM | $4.1M | 1.22% | 12,148 | 减持 |
| 16 | JPM | JPMORGAN CHASE & CO COM | $4.1M | 1.21% | 12,527 | 减持 |
| 17 | T | AT&T INC COM | $4.0M | 1.18% | 193,795 | 增持 |
| 18 | VZ | VERIZON COMMUNICATIONS INC COM | $3.8M | 1.12% | 90,019 | 减持 |
| 19 | ORCL | ORACLE CORP COM | $3.7M | 1.08% | 24,958 | 减持 |
| 20 | RTX | RTX CORPORATION COM | $3.4M | 1.02% | 18,165 | 减持 |
| 21 | JNJ | JOHNSON & JOHNSON COM | $3.4M | 1.00% | 13,376 | 减持 |
| 22 | FCX | FREEPORT MCMORAN INC CL B | $3.3M | 0.97% | 52,468 | 增持 |
| 23 | QCOM | QUALCOMM INC COM | $3.2M | 0.93% | 17,101 | 减持 |
| 24 | WMT | WALMART INC COM | $3.2M | 0.93% | 27,814 | 减持 |
| 25 | KMI | KINDER MORGAN INC DEL COM | $3.1M | 0.91% | 96,260 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR