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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 112 项
建仓 6
增持 42
减持 60
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$2.5M
155,149
+3%
减持
—
SOURCE CAP INC
-$1.2M
162,030
-17%
增持
GVLU
TIDAL ETF TR
+$1.2M
80,279
+252%
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。
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
109,822
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$858.5K
801,181
+2%
减持
GOOG
ALPHABET INC
+$713.1K
101,141
-3%
增持
MKL
MARKEL GROUP INC
+$591.2K
2,175
+15%
减持
AXP
AMERICAN EXPRESS CO
-$573.2K
22,251
-0%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$562.7K
75,161
-27%
增持
GOOGL
ALPHABET INC
+$507.1K
30,072
+5%
减持
ORCL
ORACLE CORP
-$458.1K
33,307
-0%
减持
—
ACTIVISION BLIZZARD INC
-$394.0K
3,686
-58%
增持
IAU
ISHARES GOLD TR
-$384.6K
282,591
+0%
减持
SPGI
S&P GLOBAL INC
-$372.1K
4,489
-11%
增持
AMZN
AMAZON COM INC
+$345.5K
41,536
+10%
建仓
—
STELLANTIS N.V
+$338.4K
17,687
减持
JNJ
JOHNSON & JOHNSON
-$329.5K
14,864
-7%
建仓
BX
BLACKSTONE INC
+$304.8K
2,845
减持
KMX
CARMAX INC
-$296.4K
10,786
-15%
增持
OXY
OCCIDENTAL PETE CORP
+$295.0K
20,044
+17%
建仓
LLY
ELI LILLY & CO
+$282.5K
526
减持
WFC
WELLS FARGO CO NEW
-$275.2K
28,109
-16%
减持
DIS
DISNEY WALT CO
-$250.9K
18,710
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$248.3K
37,700
-11%
清仓
ED
CONSOLIDATED EDISON INC
-$246.5K
0
-100%
减持
DLTR
DOLLAR TREE INC
-$233.6K
3,389
-18%
增持
RTX
RTX CORPORATION
-$222.5K
8,569
+0%
清仓
SLB
SCHLUMBERGER LTD
-$220.2K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$215.5K
0
-100%
清仓
XYL
XYLEM INC
-$213.1K
0
-100%
减持
BAC
BANK AMERICA CORP
-$204.6K
110,264
-2%
建仓
V
VISA INC
+$203.3K
884
减持
—
EXXON MOBIL CORP
+$200.3K
45,078
-5%
增持
SHEL
SHELL PLC
+$181.4K
6,527
+65%
减持
BKNG
BOOKING HOLDINGS INC
+$181.1K
796
-5%
增持
VBR
VANGUARD INDEX FDS
-$162.4K
29,736
+0%
减持
PFE
PFIZER INC
-$159.5K
38,870
-2%
增持
MSFT
MICROSOFT CORP
-$156.3K
14,630
+4%
减持
ABBV
ABBVIE INC
+$139.7K
21,346
-5%
减持
VTIP
VANGUARD MALVERN FDS
-$120.1K
226,381
-1%
增持
NVDA
NVIDIA CORPORATION
+$119.1K
941
+37%
减持
GLD
SPDR GOLD TR
-$118.1K
3,302
-14%
增持
GNR
SPDR INDEX SHS FDS
+$115.9K
47,580
+1%
增持
BN
BROOKFIELD CORP
-$115.5K
191,962
+6%
减持
SBUX
STARBUCKS CORP
-$114.7K
8,330
-6%
增持
QQQ
INVESCO QQQ TR
+$113.6K
2,106
+21%
减持
KKR
KKR & CO INC
-$111.6K
10,804
-22%
增持
RBLX
ROBLOX CORP
-$110.7K
13,669
+9%
减持
W
WAYFAIR INC
-$110.4K
23,118
-1%
减持
DGS
WISDOMTREE TR
-$97.4K
14,364
-12%
减持
KO
COCA COLA CO
-$96.6K
13,384
-5%
增持
COST
COSTCO WHSL CORP NEW
+$91.7K
2,963
+1%
增持
IVV
ISHARES TR
+$86.1K
1,448
+20%
减持
BABA
ALIBABA GROUP HLDG LTD
-$85.5K
17,247
-9%
减持
MA
MASTERCARD INCORPORATED
-$84.0K
4,568
-5%
增持
VOO
VANGUARD INDEX FDS
+$81.1K
2,207
+14%
增持
ELV
ELEVANCE HEALTH INC
+$71.2K
5,702
+5%
增持
—
BLACKROCK INC
-$67.2K
1,582
+0%
减持
VOE
VANGUARD INDEX FDS
-$66.5K
6,033
-3%
减持
PM
PHILIP MORRIS INTL INC
-$65.8K
7,442
-4%
减持
—
UNILEVER PLC
-$65.7K
11,661
-5%
减持
MU
MICRON TECHNOLOGY INC
-$65.5K
17,544
-12%
减持
ADBE
ADOBE INC
-$65.0K
446
-25%
减持
RY
ROYAL BK CDA
-$62.5K
4,703
-5%
增持
AIG
AMERICAN INTL GROUP INC
+$58.9K
19,109
+0%
减持
PG
PROCTER AND GAMBLE CO
-$56.9K
5,772
-3%
减持
XLK
SELECT SECTOR SPDR TR
-$56.7K
4,719
-1%
减持
AMP
AMERIPRISE FINL INC
-$56.1K
3,588
-4%
减持
MYN
BLACKROCK MUNIYIELD N Y QUAL
-$55.9K
37,273
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$55.1K
29,878
-0%
增持
IJR
ISHARES TR
-$52.5K
11,612
+1%
减持
LBRDK
LIBERTY BROADBAND CORP
+$51.3K
11,499
-8%
增持
HYMB
SPDR SER TR
-$49.1K
48,755
+1%
减持
HON
HONEYWELL INTL INC
-$47.7K
2,051
-0%
增持
WBD
WARNER BROS DISCOVERY INC
-$47.7K
30,724
+1%
增持
MCD
MCDONALDS CORP
-$46.2K
1,337
+0%
增持
—
LIBERTY GLOBAL PLC
+$45.1K
24,912
+6%
增持
VO
VANGUARD INDEX FDS
-$43.3K
3,661
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$41.8K
2,449
-0%
减持
IEI
ISHARES TR
-$40.7K
3,185
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$38.2K
443
-12%
增持
PEP
PEPSICO INC
+$37.9K
2,164
+22%
减持
HD
HOME DEPOT INC
-$35.5K
4,007
-0%
减持
UHAL/B
U HAUL HOLDING COMPANY
+$33.6K
23,913
-1%
减持
TIP
ISHARES TR
-$31.3K
5,823
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$29.4K
717
+14%
减持
SHY
ISHARES TR
-$29.4K
19,977
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$26.7K
9,804
+5%
增持
—
BARRICK GOLD CORP
-$26.3K
11,763
+1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$26.1K
921
-5%
减持
JPM
JPMORGAN CHASE & CO
-$21.7K
37,324
-0%
增持
VB
VANGUARD INDEX FDS
-$18.5K
1,906
+0%
增持
—
ANGI INC
-$17.9K
20,974
+16%
增持
XLB
SELECT SECTOR SPDR TR
-$17.2K
3,992
+0%
减持
VUG
VANGUARD INDEX FDS
-$16.8K
1,417
-0%
减持
IWF
ISHARES TR
-$16.7K
1,012
-3%
建仓
AREC
AMERICAN RES CORP
+$16.7K
10,000
增持
EEM
ISHARES TR
-$16.6K
10,564
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$14.5K
29,483
+0%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$14.2K
37,410
-3%
建仓
LXRX
LEXICON PHARMACEUTICALS INC
+$13.1K
12,000
减持
META
META PLATFORMS INC
+$11.4K
19,192
-4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$11.1K
17,261
-0%
增持
PFF
ISHARES TR
-$9.2K
13,406
+0%
减持
CVX
CHEVRON CORP NEW
+$9.1K
3,390
-5%
减持
EBAY
EBAY INC.
-$7.2K
10,098
-0%
减持
INTC
INTEL CORP
-$5.3K
11,199
-7%
减持
TECK
TECK RESOURCES LTD
+$3.1K
15,338
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.1K
6,278
-5%
增持
IJH
ISHARES TR
+$1.6K
816
+6%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.5K
5,272
+3%
增持
PPLI
IAC INC
-$500
12,747
+25%
