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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 125 项
建仓 13
增持 66
减持 40
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.9M
152,984
-1%
增持
HYMB
SPDR SER TR
+$2.2M
132,249
+171%
增持
BN
BROOKFIELD CORP
+$2.0M
199,653
+4%
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。
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.9M
823,010
+3%
增持
IAU
ISHARES GOLD TR
+$1.2M
284,536
+1%
增持
META
META PLATFORMS INC
+$1.2M
19,670
+2%
增持
AMZN
AMAZON COM INC
+$1.2M
42,453
+2%
建仓
DHR
DANAHER CORPORATION
+$1.1M
4,740
增持
GOOG
ALPHABET INC
+$1.1M
102,215
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
110,816
+1%
增持
MSFT
MICROSOFT CORP
+$997.5K
14,937
+2%
减持
—
SOURCE CAP INC
-$960.4K
131,080
-19%
减持
JPM
JPMORGAN CHASE & CO
+$910.6K
37,174
-0%
减持
AXP
AMERICAN EXPRESS CO
+$848.5K
22,249
-0%
减持
—
EXXON MOBIL CORP
-$815.9K
44,852
-1%
增持
—
STELLANTIS N.V
+$758.4K
47,032
+166%
增持
GVLU
TIDAL ETF TR
+$694.2K
105,566
+31%
清仓
PM
PHILIP MORRIS INTL INC
-$689.0K
0
-100%
减持
BAC
BANK AMERICA CORP
+$658.8K
109,231
-1%
建仓
TCAF
T ROWE PRICE ETF INC
+$611.5K
22,132
减持
VBR
VANGUARD INDEX FDS
+$578.9K
29,569
-1%
增持
UHAL/B
U HAUL HOLDING COMPANY
+$553.3K
25,641
+7%
减持
PFE
PFIZER INC
-$474.6K
28,298
-27%
清仓
—
LIBERTY GLOBAL PLC
-$462.4K
0
-100%
清仓
NPV
NUVEEN VIRGINIA QLTY MUNCPL
-$423.1K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$384.9K
7,513
+43%
减持
BABA
ALIBABA GROUP HLDG LTD
-$376.2K
14,447
-16%
建仓
—
LIBERTY GLOBAL LTD
+$360.0K
19,312
增持
SPGI
S&P GLOBAL INC
+$350.8K
4,520
+1%
清仓
—
ACTIVISION BLIZZARD INC
-$345.1K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$336.8K
787
-1%
增持
TIP
ISHARES TR
+$321.7K
8,612
+48%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$311.0K
42,302
-44%
增持
GOOGL
ALPHABET INC
+$292.5K
30,265
+1%
增持
ELV
ELEVANCE HEALTH INC
+$288.6K
5,877
+3%
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$285.7K
3,040
增持
COST
COSTCO WHSL CORP NEW
+$284.5K
2,967
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$264.1K
27,681
-7%
增持
CRM
SALESFORCE INC
+$260.9K
4,256
+0%
减持
DGS
WISDOMTREE TR
-$249.5K
8,312
-42%
建仓
AVGO
BROADCOM INC
+$228.8K
205
减持
RBLX
ROBLOX CORP
+$224.5K
13,569
-1%
建仓
NYT
NEW YORK TIMES CO
+$223.7K
4,567
减持
WFC
WELLS FARGO CO NEW
+$221.0K
27,824
-1%
建仓
XYL
XYLEM INC
+$216.4K
1,892
增持
DLTR
DOLLAR TREE INC
+$211.8K
4,031
+19%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$207.5K
30,917
-18%
建仓
ED
CONSOLIDATED EDISON INC
+$206.0K
2,264
建仓
TXN
TEXAS INSTRS INC
+$203.2K
1,192
建仓
UNP
UNION PAC CORP
+$202.4K
824
建仓
LNG
CHENIERE ENERGY INC
+$201.4K
1,180
增持
UNH
UNITEDHEALTH GROUP INC
+$201.0K
6,394
+2%
建仓
FISV
FISERV INC
+$200.7K
1,511
清仓
DEO
DIAGEO PLC
-$200.5K
0
-100%
建仓
DVY
ISHARES TR
+$200.4K
1,710
减持
MYN
BLACKROCK MUNIYIELD N Y QUAL
-$198.1K
12,795
-66%
增持
QQQ
INVESCO QQQ TR
+$196.4K
2,322
+10%
增持
DIS
DISNEY WALT CO
+$195.0K
18,955
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$189.0K
229,360
+1%
减持
VTV
VANGUARD INDEX FDS
+$185.6K
17,225
-1%
增持
INTC
INTEL CORP
+$184.7K
11,599
+4%
清仓
IIM
INVESCO VALUE MUN INCOME TR
-$167.0K
0
-100%
增持
RTX
RTX CORPORATION
+$160.8K
9,241
+8%
减持
IJR
ISHARES TR
+$158.0K
11,578
-0%
增持
MA
MASTERCARD INCORPORATED
+$154.3K
4,602
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$149.2K
4,794
+2%
增持
BA
BOEING CO
+$148.4K
1,551
+16%
增持
AIG
AMERICAN INTL GROUP INC
+$137.6K
19,123
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$134.7K
2,486
+2%
增持
VOO
VANGUARD INDEX FDS
+$131.4K
2,285
+4%
减持
SHY
ISHARES TR
-$130.8K
18,122
-9%
增持
PPLI
IAC INC
+$122.0K
14,592
+14%
增持
XLV
SELECT SECTOR SPDR TR
+$116.4K
10,108
+3%
增持
VOE
VANGUARD INDEX FDS
+$114.5K
6,238
+3%
增持
MKL
MARKEL GROUP INC
+$108.5K
2,332
+7%
减持
EBAY
EBAY INC.
-$104.4K
7,813
-23%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$101.7K
33,582
-10%
增持
LBRDK
LIBERTY BROADBAND CORP
-$93.3K
11,872
+3%
增持
VO
VANGUARD INDEX FDS
+$89.8K
3,663
+0%
增持
IEF
ISHARES TR
+$89.4K
5,654
+14%
增持
GNR
SPDR INDEX SHS FDS
+$79.8K
48,207
+1%
增持
NVDA
NVIDIA CORPORATION
+$70.0K
968
+3%
减持
PFF
ISHARES TR
-$67.4K
10,800
-19%
增持
KMX
CARMAX INC
+$67.3K
10,818
+0%
减持
CVX
CHEVRON CORP NEW
-$66.3K
3,388
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$63.8K
29,462
-0%
增持
VUG
VANGUARD INDEX FDS
+$62.5K
1,442
+2%
减持
IVV
ISHARES TR
+$62.1K
1,432
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$59.7K
535
+21%
增持
W
WAYFAIR INC
+$59.4K
23,658
+2%
减持
—
UNILEVER PLC
-$59.2K
10,661
-9%
增持
XLY
SELECT SECTOR SPDR TR
+$56.4K
2,340
+4%
增持
HON
HONEYWELL INTL INC
+$51.4K
2,052
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$49.9K
3,949
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$48.5K
727
+1%
增持
KO
COCA COLA CO
+$48.3K
13,534
+1%
增持
VGT
VANGUARD WORLD FDS
+$46.8K
676
+0%
增持
VB
VANGUARD INDEX FDS
+$46.6K
1,908
+0%
增持
EEM
ISHARES TR
+$46.2K
11,119
+5%
减持
OEF
ISHARES TR
+$45.4K
2,391
-2%
增持
ADBE
ADOBE INC
+$45.2K
457
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$44.9K
3,244
+6%
增持
MCD
MCDONALDS CORP
+$44.8K
1,339
+0%
增持
SHEL
SHELL PLC
+$42.5K
7,032
+8%
增持
IBB
ISHARES TR
+$40.0K
2,951
+0%
减持
SPYM
SPDR SER TR
+$36.7K
8,407
-2%
增持
V
VISA INC
+$32.8K
907
+3%
减持
VPU
VANGUARD WORLD FDS
-$29.4K
2,337
-15%
增持
XLB
SELECT SECTOR SPDR TR
+$28.0K
3,993
+0%
减持
MRK
MERCK & CO INC
+$27.0K
6,111
-2%
减持
ABBV
ABBVIE INC
+$26.1K
20,700
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$25.3K
17,561
+2%
减持
RY
ROYAL BK CDA
+$23.9K
4,303
-9%
增持
OXY
OCCIDENTAL PETE CORP
+$20.7K
22,127
+10%
减持
JNJ
JOHNSON & JOHNSON
-$19.1K
14,648
-1%
减持
WBD
WARNER BROS DISCOVERY INC
-$19.0K
27,649
-10%
增持
IEI
ISHARES TR
+$16.4K
3,217
+1%
减持
VHT
VANGUARD WORLD FDS
+$15.9K
1,383
-2%
减持
IJH
ISHARES TR
+$14.6K
787
-4%
增持
PG
PROCTER AND GAMBLE CO
+$13.7K
5,839
+1%
减持
DXJ
WISDOMTREE TR
-$12.8K
9,778
-1%
增持
TECK
TECK RESOURCES LTD
+$10.5K
15,883
+4%
减持
—
ANGI INC
+$5.4K
18,849
-10%
增持
ORCL
ORACLE CORP
-$2.8K
33,436
+0%
减持
IYW
ISHARES TR
-$2.0K
1,968
-15%
