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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 112 项
建仓 7
增持 64
减持 28
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$6.7M
97,713
+3%
增持
AAPL
APPLE INC COM
-$5.6M
152,059
+0%
增持
VGSH
VANGUARD SHORT-TERM GOVERNMENT BOND ETF
+$3.1M
633,587
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。
+10%
增持
GOOG
ALPHABET INC CAP STK CL C
-$2.6M
4,750
+2%
减持
—
SOURCE CAP INC COM
-$1.6M
311,465
-1%
增持
—
BROOKFIELD ASSET MGMT INC CL A LTD VT SH
-$1.6M
155,039
+4%
减持
AXP
AMERICAN EXPRESS CO COM
-$1.2M
22,558
-2%
增持
BAC
BK OF AMERICA CORP COM
-$1.1M
116,213
+1%
增持
SPY
SPDR S&P 500 ETF
+$1.1M
4,753
+191%
减持
JPM
JPMORGAN CHASE & CO COM
-$905.0K
36,942
-1%
减持
DIS
DISNEY WALT CO COM
-$887.0K
19,789
-1%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$867.0K
1,379
-1%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$729.0K
205,234
+10%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$655.0K
11,129
建仓
—
ACTIVISION BLIZZARD INC COM
+$654.0K
8,395
增持
MSFT
MICROSOFT CORP COM
-$651.0K
13,956
+2%
增持
AMZN
AMAZON COM INC COM
-$651.0K
27,757
+2414%
增持
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
-$651.0K
26,670
+1%
减持
BKNG
BOOKING HOLDINGS INC COM
-$645.0K
861
-6%
增持
PFE
PFIZER INC COM
+$609.0K
39,757
+40%
增持
LBRDK
LIBERTY BROADBAND CORP COM SER C
+$603.0K
8,159
+224%
增持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$573.0K
18,362
+174%
建仓
KMX
CARMAX INC COM
+$548.0K
6,056
增持
META
META PLATFORMS INC CL A
-$491.0K
17,768
+18%
减持
ABBV
ABBVIE INC COM
-$469.0K
23,714
-6%
清仓
FOXA
FOX CORP CL A COM
-$450.0K
0
-100%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$413.0K
23,935
-21%
减持
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
-$403.0K
42,461
-2%
增持
ORCL
ORACLE CORP COM
-$401.0K
33,563
+1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$397.0K
55,304
-6%
建仓
W
WAYFAIR INC CL A
+$392.0K
8,990
减持
WFC
WELLS FARGO CO NEW COM
-$377.0K
39,434
-1%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$359.0K
0
-100%
建仓
RBLX
ROBLOX CORP CL A
+$320.0K
9,724
增持
SPGI
S&P GLOBAL INC COM
-$311.0K
4,990
+3%
增持
—
EXXON MOBIL CORP COM
+$285.0K
46,789
+4%
增持
IAU
ISHARES GOLD TRUST
-$270.0K
270,384
+4%
增持
COST
COSTCO WHSL CORP NEW COM
-$268.0K
2,821
+0%
清仓
—
DISCOVERY INC COM SER C
-$263.0K
0
-100%
减持
BA
BOEING CO COM
-$262.0K
1,800
-32%
减持
INTC
INTEL CORP COM
-$256.0K
20,349
-1%
清仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
-$238.0K
0
-100%
清仓
GDX
VANECK GOLD MINERS ETF
-$238.0K
0
-100%
清仓
VMC
VULCAN MATLS CO COM
-$234.0K
0
-100%
减持
AIG
AMERICAN INTL GROUP INC COM NEW
-$233.0K
19,204
-1%
清仓
IJH
ISHARES S&P MIDCAP FUND
-$228.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$224.0K
9,104
-12%
清仓
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$223.0K
0
-100%
增持
MU
MICRON TECHNOLOGY INC COM
+$221.0K
18,902
+79%
清仓
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
-$210.0K
0
-100%
清仓
NYT
NEW YORK TIMES CO CL A
-$209.0K
0
-100%
清仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$208.0K
0
-100%
清仓
UNP
UNION PAC CORP COM
-$205.0K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC COM SER A
+$205.0K
15,264
清仓
BNY
BANK NEW YORK MELLON CORP COM
-$200.0K
0
-100%
增持
PPLI
IAC INTERACTIVECORP NEW COM NEW
+$193.0K
5,314
+152%
增持
MA
MASTERCARD INCORPORATED CL A
-$182.0K
4,665
+1%
增持
MKL
MARKEL CORP COM
-$178.0K
1,646
+5%
增持
SCHW
SCHWAB CHARLES CORP COM
-$174.0K
9,989
+5%
增持
BHF
BRIGHTHOUSE FINL INC COM
-$169.0K
16,872
+1%
增持
MHK
MOHAWK INDS INC COM
+$168.0K
7,462
+22%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$161.0K
17,789
增持
VTV
VANGUARD VALUE INDEX FUND
-$160.0K
11,094
+1%
减持
BXMT
BLACKSTONE MTG TR INC COM CL A
-$160.0K
13,475
-20%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$159.0K
14,944
-17%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$153.0K
4,817
+0%
减持
MYN
BLACKROCK MUNIYIELD N Y QUALIT COM
-$147.0K
73,400
-4%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$143.0K
22,892
+1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$142.0K
6,590
+4%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$138.0K
9,607
-10%
减持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
-$130.0K
5,625
-2%
增持
—
BLACKROCK CALIF MUN INCOME TR SH BEN INT
+$128.0K
39,180
+52%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$127.0K
6,553
+26%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$127.0K
7,096
-11%
减持
RY
ROYAL BK CDA COM
-$111.0K
5,110
-7%
增持
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
-$104.0K
42,860
+15%
减持
TIP
ISHARES TIPS BOND ETF
-$103.0K
8,138
-2%
增持
OEF
ISHARES S&P 100 ETF
-$92.0K
2,565
+0%
增持
QQQ
INVESCO QQQ TRUST
-$91.0K
1,799
+10%
增持
—
BARRICK GOLD CORP COM
-$90.0K
16,618
+6%
增持
ELV
ELEVANCE HEALTH INC COM
+$89.0K
5,120
+6%
减持
PG
PROCTER AND GAMBLE CO COM
-$87.0K
6,927
-2%
增持
IVV
ISHARES CORE S&P 500 ETF
-$81.0K
1,183
+1%
增持
VOO
VANGUARD S&P 500 ETF
+$74.0K
1,963
+34%
增持
EBAY
EBAY INC. COM
-$70.0K
9,888
+18%
增持
KKR
KKR & CO INC COM
-$68.0K
14,112
+14%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
-$67.0K
30,869
-0%
增持
PM
PHILIP MORRIS INTL INC COM
+$60.0K
7,678
+3%
增持
VEU
VANGUARD FTSE ALL-WORLD EX US INDEX FUND
-$59.0K
14,076
+6%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$59.0K
3,945
+1%
增持
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$57.0K
3,987
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$57.0K
1,825
+4%
减持
VHT
VANGUARD HEALTH CARE INDEX FUND
-$54.0K
1,418
-7%
增持
—
LIBERTY GLOBAL PLC SHS CL C
-$51.0K
18,987
+5%
增持
—
UNILEVER PLC SPON ADR NEW
+$49.0K
16,387
+6%
增持
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
+$34.0K
10,328
+8%
增持
DLTR
DOLLAR TREE INC COM
+$32.0K
4,052
+8%
增持
PEP
PEPSICO INC COM
+$29.0K
1,656
+12%
增持
PFF
ISHARES PREFERRED AND INCOME SECURITIES ETF
-$27.0K
13,592
+4%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$26.0K
24,363
-1%
增持
HON
HONEYWELL INTL INC COM
-$23.0K
2,244
+6%
增持
GLD
SPDR GOLD SHARES
-$20.0K
3,062
+3%
增持
SBUX
STARBUCKS CORP COM
-$18.0K
7,633
+16%
增持
BX
BLACKSTONE INC COM
-$18.0K
2,263
+28%
增持
AMGN
AMGEN INC COM
+$15.0K
3,200
+1%
增持
TECK
TECK RESOURCES LTD CL B
-$12.0K
15,046
+29%
增持
IBB
ISHARES BIOTECHNOLOGY FUND
-$12.0K
3,021
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$8.0K
559
+6%
减持
ED
CONSOLIDATED EDISON INC COM
-$4.0K
2,955
-2%
增持
VO
VANGUARD MID-CAP INDEX FUND
-$4.0K
2,517
+20%
增持
—
ANGI INC COM CL A NEW
-$3.0K
19,825
+19%
增持
UHAL
AMERCO COM
-$2.0K
1,235
+24%
