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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 132 项
建仓 8
增持 81
减持 38
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$5.5M
149,439
-1%
增持
GOOG
ALPHABET INC
+$3.5M
104,213
+2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.2M
875,107
+3%
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
TCAF
T ROWE PRICE ETF INC
+$1.2M
93,978
+61%
减持
ABBV
ABBVIE INC
-$1.1M
15,159
-26%
增持
AMZN
AMAZON COM INC
+$978.9K
46,192
+5%
增持
GVLU
TIDAL ETF TR
+$954.4K
194,928
+33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$943.6K
112,929
+1%
减持
GOOGL
ALPHABET INC
+$863.9K
29,057
-1%
减持
—
SOURCE CAP INC
-$830.8K
78,886
-22%
增持
IAU
ISHARES GOLD TR
+$829.7K
297,829
+2%
增持
MSFT
MICROSOFT CORP
+$767.2K
16,132
+5%
减持
AIG
AMERICAN INTL GROUP INC
-$614.9K
4,090
-65%
增持
AXP
AMERICAN EXPRESS CO
+$549.1K
52,075
+3%
增持
NVDA
NVIDIA CORPORATION
+$535.5K
11,498
+1074%
减持
ORCL
ORACLE CORP
+$505.8K
32,711
-0%
增持
BN
BROOKFIELD CORP
+$477.2K
223,540
+6%
增持
META
META PLATFORMS INC
+$417.0K
19,997
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$415.7K
7,300
+9%
减持
JNJ
JOHNSON & JOHNSON
-$413.7K
14,368
-10%
增持
ELV
ELEVANCE HEALTH INC
+$397.1K
6,532
+8%
增持
—
STELLANTIS N.V
-$337.3K
49,304
+6%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$333.9K
28,381
-16%
增持
DIS
DISNEY WALT CO
-$329.5K
20,010
+6%
减持
PFE
PFIZER INC
-$327.0K
26,638
-31%
增持
OXY
OCCIDENTAL PETE CORP
+$320.7K
35,661
+20%
清仓
CSCO
CISCO SYS INC
-$308.2K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$275.5K
1,990
增持
VOO
VANGUARD INDEX FDS
+$274.5K
2,747
+20%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$273.5K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$268.1K
781
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$266.2K
235,691
+1%
建仓
C
CITIGROUP INC
+$265.6K
4,185
增持
MKL
MARKEL GROUP INC
+$242.0K
2,529
+3%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$236.6K
4,787
清仓
LCUT
LIFETIME BRANDS INC
-$235.2K
0
-100%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$228.9K
23,787
-12%
建仓
NYT
NEW YORK TIMES CO
+$223.4K
4,363
清仓
BA
BOEING CO
-$220.4K
0
-100%
增持
BAC
BANK AMERICA CORP
+$215.4K
109,861
+0%
建仓
CAT
CATERPILLAR INC
+$211.5K
635
增持
CRM
SALESFORCE INC
-$210.9K
4,950
+0%
建仓
TJX
TJX COS INC NEW
+$210.1K
1,908
建仓
LNG
CHENIERE ENERGY INC
+$206.3K
1,180
建仓
CL
COLGATE PALMOLIVE CO
+$204.9K
2,111
清仓
UNP
UNION PAC CORP
-$202.6K
0
-100%
增持
LLY
ELI LILLY & CO
+$197.7K
691
+26%
增持
VBR
VANGUARD INDEX FDS
-$189.6K
29,500
+2%
增持
MA
MASTERCARD INCORPORATED
-$174.1K
4,679
+1%
增持
QQQ
INVESCO QQQ TR
+$173.5K
2,932
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$165.3K
11,341
+13%
减持
BHF
BRIGHTHOUSE FINL INC
-$152.9K
15,907
-3%
增持
INTC
INTEL CORP
-$148.6K
11,603
+1%
增持
HD
HOME DEPOT INC
-$146.3K
4,059
+1%
增持
—
ARCH CAP GROUP LTD
+$127.2K
5,319
+20%
减持
KO
COCA COLA CO
-$115.4K
13,134
-16%
增持
—
LIBERTY GLOBAL LTD
+$114.1K
36,456
+20%
增持
RTX
RTX CORPORATION
+$107.2K
10,303
+8%
增持
SPGI
S&P GLOBAL INC
+$103.2K
4,543
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$96.8K
33,036
+2%
减持
IJR
ISHARES TR
-$94.6K
10,945
-4%
增持
XLK
SELECT SECTOR SPDR TR
+$86.7K
4,826
+0%
增持
W
WAYFAIR INC
-$86.2K
32,680
+23%
增持
SBUX
STARBUCKS CORP
-$83.8K
8,703
+4%
增持
XLU
SELECT SECTOR SPDR TR
+$81.0K
6,197
+19%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$78.3K
2,370
-22%
增持
WFC
WELLS FARGO CO NEW
+$75.9K
27,989
+2%
增持
KKR
KKR & CO INC
+$73.2K
11,172
+2%
增持
AVGO
BROADCOM INC
+$69.1K
209
+4%
增持
DLTR
DOLLAR TREE INC
-$68.9K
5,205
+11%
增持
VOE
VANGUARD INDEX FDS
+$68.8K
6,955
+11%
增持
GLD
SPDR GOLD TR
+$68.6K
3,553
+5%
增持
SHEL
SHELL PLC
+$66.8K
7,935
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$62.2K
2,692
+0%
增持
GNR
SPDR INDEX SHS FDS
-$61.4K
49,040
+1%
增持
—
BLACKROCK INC
-$60.9K
1,493
+1%
增持
DHR
DANAHER CORPORATION
+$56.7K
4,965
+5%
减持
MU
MICRON TECHNOLOGY INC
+$56.0K
16,152
-8%
增持
LBRDK
LIBERTY BROADBAND CORP
+$55.5K
17,035
+11%
增持
KMX
CARMAX INC
-$55.4K
12,054
+12%
增持
VUG
VANGUARD INDEX FDS
+$54.2K
1,484
+2%
减持
AMGN
AMGEN INC
-$53.6K
2,961
-14%
增持
KMB
KIMBERLY-CLARK CORP
+$48.0K
4,651
+1%
增持
—
UNILEVER PLC
+$46.1K
9,546
+0%
减持
VTV
VANGUARD INDEX FDS
-$44.3K
17,163
-0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$43.5K
798
-11%
增持
TECK
TECK RESOURCES LTD
+$43.1K
16,080
+1%
减持
DXJ
WISDOMTREE TR
+$42.1K
9,777
-0%
增持
AMP
AMERIPRISE FINL INC
+$41.7K
3,696
+5%
减持
WBD
WARNER BROS DISCOVERY INC
-$41.0K
29,939
-1%
减持
DGS
WISDOMTREE TR
-$40.2K
6,422
-12%
增持
UHAL/B
U HAUL HOLDING COMPANY
+$39.6K
33,590
+13%
减持
IJH
ISHARES TR
-$33.0K
3,520
-11%
减持
IEI
ISHARES TR
-$32.6K
2,877
-9%
增持
IVV
ISHARES TR
+$32.0K
1,416
+0%
减持
RY
ROYAL BK CDA
-$31.3K
3,490
-13%
增持
ADBE
ADOBE INC
+$31.1K
471
+3%
增持
BX
BLACKSTONE INC
-$28.5K
4,286
+1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$27.9K
14,698
-2%
减持
NEE
NEXTERA ENERGY INC
+$27.9K
4,061
-0%
减持
VYM
VANGUARD WHITEHALL FDS
-$27.3K
2,902
-5%
增持
MCD
MCDONALDS CORP
-$27.1K
1,468
+3%
增持
HON
HONEYWELL INTL INC
+$25.5K
2,083
+2%
增持
PPLI
IAC INC
-$25.2K
20,572
+11%
增持
VTI
VANGUARD INDEX FDS
+$25.2K
1,668
+3%
增持
—
EXXON MOBIL CORP
+$25.1K
46,901
+1%
减持
EFA
ISHARES TR
-$23.2K
6,301
-3%
增持
PG
PROCTER AND GAMBLE CO
+$22.9K
5,837
+1%
减持
SHY
ISHARES TR
-$22.4K
17,863
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$21.7K
7,979
+2%
增持
DE
DEERE & CO
+$20.4K
672
+20%
增持
XLB
SELECT SECTOR SPDR TR
-$18.2K
3,995
+0%
增持
MRK
MERCK & CO INC
+$17.5K
6,251
+9%
减持
MYN
BLACKROCK MUNIYIELD N Y QUAL
-$15.0K
11,425
-11%
减持
IEF
ISHARES TR
-$14.6K
5,426
-2%
增持
EEM
ISHARES TR
+$13.6K
8,960
+0%
减持
VGT
VANGUARD WORLD FD
+$12.8K
637
-6%
增持
RBLX
ROBLOX CORP
+$10.8K
15,593
+5%
减持
TIP
ISHARES TR
-$8.1K
8,892
-0%
增持
—
BARRICK GOLD CORP
+$8.1K
11,908
+4%
增持
VO
VANGUARD INDEX FDS
-$8.0K
3,636
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$7.0K
38,739
-1%
减持
CVX
CHEVRON CORP NEW
-$6.7K
3,522
-0%
减持
IWF
ISHARES TR
+$5.9K
952
-6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.7K
15,301
-8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.8K
5,471
+3%
增持
ED
CONSOLIDATED EDISON INC
-$2.5K
2,281
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.4K
26,432
-4%
增持
HYMB
SPDR SER TR
-$887
134,382
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$295
29,451
+0%
增持
PEP
PEPSICO INC
-$147
2,289
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$94
539
+5%
