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Chemistry Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Chemistry Wealth Management LLC
报告期 2026-03-31 · CIK 0001910183
持仓数
204
前50大市值合计
$473.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 88
增持 14
减持 9
清仓 39
方向
标的
Δ市值
现股数(环比)
建仓
VGSH
VANGUARD SHORT-TERM GOVERNMENT BOND ETF
+$34.2M
576,721
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$32.8M
94,599
+4477%
增持
AAPL
APPLE INC COM
+$21.0M
151,349
+395%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
—
SOURCE CAP INC COM
+$13.2M
314,368
清仓
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$12.7M
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
+$11.4M
4,652
+740%
建仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$9.6M
186,617
建仓
IAU
ISHARES GOLD TRUST
+$9.5M
259,217
建仓
—
BROOKFIELD ASSET MGMT INC CL A LTD VT SH
+$8.5M
149,734
清仓
CSL
CARLISLE COS INC COM
-$8.4M
0
-100%
清仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$6.0M
0
-100%
减持
SPY
SPDR S&P 500 ETF
-$5.7M
1,633
-88%
清仓
GE
GENERAL ELECTRIC CO COM NEW
-$5.1M
0
-100%
增持
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
+$4.4M
26,413
+1623%
建仓
ABBV
ABBVIE INC COM
+$4.1M
25,297
增持
AXP
AMERICAN EXPRESS CO COM
+$4.0M
23,069
+972%
增持
BAC
BK OF AMERICA CORP COM
+$3.6M
114,823
+364%
建仓
META
META PLATFORMS INC CL A
+$3.4M
15,093
建仓
CLF
CLEVELAND-CLIFFS INC NEW COM
+$3.3M
103,461
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.3M
1,392
+614%
清仓
T
AT&T INC COM
-$3.3M
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC COM
+$3.2M
6,360
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$3.2M
0
-100%
增持
AMZN
AMAZON COM INC COM
+$3.0M
1,104
+497%
减持
BX
BLACKSTONE INC COM
-$2.9M
1,763
-93%
建仓
DIS
DISNEY WALT CO COM
+$2.8M
20,086
建仓
ORCL
ORACLE CORP COM
+$2.7M
33,187
建仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$2.7M
58,523
清仓
MS
MORGAN STANLEY COM NEW
-$2.6M
0
-100%
清仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$2.6M
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$2.5M
22,603
建仓
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
+$2.4M
31,004
建仓
ELV
ANTHEM INC COM
+$2.4M
4,850
建仓
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
+$2.3M
37,227
建仓
MKL
MARKEL CORP COM
+$2.3M
1,564
建仓
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
+$2.3M
43,116
清仓
DFNL
DAVIS SELECT FINANCIAL ETF
-$2.2M
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$2.2M
916
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$2.1M
4
建仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$2.0M
24,516
清仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$2.0M
0
-100%
建仓
SPGI
S&P GLOBAL INC COM
+$2.0M
4,859
增持
MSFT
MICROSOFT CORP COM
+$1.9M
13,735
+100%
建仓
WFC
WELLS FARGO CO NEW COM
+$1.9M
39,662
建仓
JNJ
JOHNSON & JOHNSON COM
+$1.8M
10,384
清仓
IBM
INTERNATIONAL BUSINESS MACHS COM
-$1.7M
0
-100%
建仓
MA
MASTERCARD INCORPORATED CL A
+$1.7M
4,629
建仓
COST
COSTCO WHSL CORP NEW COM
+$1.6M
2,813
减持
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
-$1.4M
9,543
-71%
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$1.4M
30,403
减持
PFE
PFIZER INC COM
-$1.3M
28,486
-40%
减持
MRK
MERCK & CO INC COM
-$1.3M
5,936
-75%
建仓
IJR
ISHARES S&P SMALL-CAP FUND
+$1.3M
11,795
建仓
NSC
NORFOLK SOUTHN CORP COM
+$1.3M
4,443
减持
HD
HOME DEPOT INC COM
-$1.2M
3,905
-32%
建仓
AIG
AMERICAN INTL GROUP INC COM NEW
+$1.2M
19,364
减持
VO
VANGUARD MID-CAP INDEX FUND
-$1.2M
2,103
-69%
建仓
—
BLACKROCK INC COM
+$1.2M
1,567
建仓
AMP
AMERIPRISE FINL INC COM
+$1.1M
3,818
建仓
PG
PROCTER AND GAMBLE CO COM
+$1.1M
7,087
清仓
MMD
MAINSTAY MACKAY DEFINEDTERM MU COM
-$1.1M
0
-100%
清仓
MO
ALTRIA GROUP INC COM
-$1.1M
0
-100%
清仓
VUG
VANGUARD GROWTH INDEX FUND
-$1.1M
0
-100%
建仓
TIP
ISHARES TIPS BOND ETF
+$1.0M
8,268
增持
—
EXXON MOBIL CORP COM
+$987.0K
45,064
+1%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$933.0K
9,417
建仓
MYN
BLACKROCK MUNIYIELD N Y QUALIT COM
+$930.0K
76,840
减持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$872.0K
1,760
-67%
建仓
BHF
BRIGHTHOUSE FINL INC COM
+$861.0K
16,667
建仓
VOE
VANGUARD MID-CAP VALUE INDEX FUND
+$859.0K
5,739
建仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$853.0K
7,937
建仓
MU
MICRON TECHNOLOGY INC COM
+$824.0K
10,584
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$805.0K
5,102
建仓
SCHW
SCHWAB CHARLES CORP COM
+$805.0K
9,544
清仓
F
FORD MTR CO DEL COM
-$775.0K
0
-100%
清仓
DBJP
X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF
-$769.0K
0
-100%
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$765.0K
4,816
建仓
AMGN
AMGEN INC COM
+$764.0K
3,158
建仓
VEU
VANGUARD FTSE ALL-WORLD EX US INDEX FUND
+$762.0K
13,226
建仓
MHK
MOHAWK INDS INC COM
+$758.0K
6,100
清仓
DUSA
DAVIS SELECT U.S. EQUITY ETF
-$730.0K
0
-100%
建仓
KKR
KKR & CO INC COM
+$721.0K
12,331
建仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$713.0K
5,202
建仓
—
UNILEVER PLC SPON ADR NEW
+$702.0K
15,406
清仓
IWR
ISHARES RUSSELL MID-CAP ETF
-$702.0K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC COM
+$698.0K
7,433
建仓
KMB
KIMBERLY-CLARK CORP COM
+$694.0K
5,632
清仓
FMC
FMC CORP COM NEW
-$676.0K
0
-100%
清仓
CII
BLACKROCK ENHANCD CAP & INM FD COM
-$664.0K
0
-100%
增持
KO
COCA COLA CO COM
+$651.0K
15,340
+203%
清仓
SAR
SARATOGA INVT CORP COM NEW
-$645.0K
0
-100%
清仓
CSCO
CISCO SYS INC COM
-$634.0K
0
-100%
建仓
NPV
NUVEEN VIRGINIA QLTY MUNCPL FD COM
+$633.0K
44,540
清仓
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
-$630.0K
0
-100%
清仓
—
ROYAL DUTCH SHELL PLC SPON ADR B
-$611.0K
0
-100%
建仓
RY
ROYAL BK CDA COM
+$606.0K
5,495
建仓
SBUX
STARBUCKS CORP COM
+$601.0K
6,608
建仓
DLTR
DOLLAR TREE INC COM
+$600.0K
3,747
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$596.0K
0
-100%
建仓
QQQ
INVESCO QQQ TRUST
+$595.0K
1,640
建仓
UHAL
AMERCO COM
+$593.0K
994
清仓
ARE
ALEXANDRIA REAL ESTATE EQ INC COM
-$565.0K
0
-100%
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$564.0K
10,623
建仓
GLD
SPDR GOLD SHARES
+$536.0K
2,969
建仓
IIM
INVESCO VALUE MUN INCOME TR COM
+$535.0K
38,350
建仓
OEF
ISHARES S&P 100 ETF
+$534.0K
2,563
建仓
BXMT
BLACKSTONE MTG TR INC COM CL A
+$533.0K
16,760
清仓
C
CITIGROUP INC COM NEW
-$525.0K
0
-100%
减持
IJH
ISHARES S&P MIDCAP FUND
-$524.0K
850
-68%
清仓
LAND
GLADSTONE LD CORP COM
-$523.0K
0
-100%
清仓
—
COWEN INC CL A NEW
-$505.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO COM
-$503.0K
37,156
+6%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$495.0K
18,007
+121%
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$492.0K
4,034
建仓
EBAY
EBAY INC. COM
+$482.0K
8,411
建仓
PFF
ISHARES PREFERRED AND INCOME SECURITIES ETF
+$474.0K
13,016
建仓
TECK
TECK RESOURCES LTD CL B
+$472.0K
11,681
建仓
—
LIBERTY GLOBAL PLC SHS CL C
+$470.0K
18,127
建仓
MMM
3M CO COM
+$467.0K
3,140
清仓
BRO
BROWN & BROWN INC COM
-$454.0K
0
-100%
建仓
FOXA
FOX CORP CL A COM
+$450.0K
11,411
建仓
IYE
ISHARES U.S. ENERGY ETF
+$436.0K
10,658
建仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$433.0K
2,339
建仓
ADP
AUTOMATIC DATA PROCESSING INC COM
+$432.0K
1,900
清仓
CMCSA
COMCAST CORP NEW CL A
-$426.0K
0
-100%
建仓
HON
HONEYWELL INTL INC COM
+$413.0K
2,124
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$410.0K
0
-100%
清仓
RQI
COHEN & STEERS QUALITY INCOME COM
-$409.0K
0
-100%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$405.0K
7,285
建仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$404.0K
3,924
建仓
VHT
VANGUARD HEALTH CARE INDEX FUND
+$388.0K
1,527
建仓
—
BARRICK GOLD CORP COM
+$384.0K
15,648
清仓
VXF
VANGUARD EXTENDED MARKET INDEX FUND
-$383.0K
0
-100%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$382.0K
3,480
清仓
HPQ
HP INC COM
-$379.0K
0
-100%
建仓
VPU
VANGUARD UTILITIES INDEX FUND
+$378.0K
2,337
建仓
HYD
VANECK HIGH YIELD MUNI ETF
+$370.0K
6,445
建仓
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$370.0K
6,710
建仓
IBB
ISHARES BIOTECHNOLOGY FUND
+$367.0K
2,818
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$363.0K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC COM
+$359.0K
3,042
建仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$359.0K
2,717
清仓
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
-$355.0K
0
-100%
建仓
XLB
MATERIALS SELECT SECTOR SPDR FUND
+$350.0K
3,975
清仓
THQ
TEKLA HEALTHCARE OPPORTUNITIES SHS
-$346.0K
0
-100%
建仓
LBRDK
LIBERTY BROADBAND CORP COM SER C
+$341.0K
2,517
增持
VOO
VANGUARD S&P 500 ETF
+$327.0K
1,461
+128%
建仓
—
BLACKROCK CALIF MUN INCOME TR SH BEN INT
+$316.0K
25,725
建仓
TMO
THERMO FISHER SCIENTIFIC INC COM
+$312.0K
529
清仓
KRE
SPDR S&P REGIONAL BANKING ETF
-$311.0K
0
-100%
