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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 147 项
建仓 14
增持 66
减持 56
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$9.8M
103,185
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.5M
111,709
-1%
增持
IAU
ISHARES GOLD TR
+$4.5M
329,307
+9%
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
GOOG
ALPHABET INC
-$3.7M
105,035
-0%
清仓
—
SOURCE CAP INC
-$2.5M
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.5M
949,291
+4%
建仓
XSORX
SOURCE CAPITAL
+$2.2M
52,768
减持
AXP
AMERICAN EXPRESS CO
-$1.4M
51,930
-0%
增持
VTIP
VANGUARD MALVERN FDS
+$1.3M
283,576
+7%
增持
ELV
ELEVANCE HEALTH INC
+$1.1M
7,334
+27%
减持
GOOGL
ALPHABET INC
-$1.0M
28,372
-1%
减持
ORCL
ORACLE CORP
-$944.5K
34,257
-0%
增持
AMZN
AMAZON COM INC
-$931.2K
53,536
+6%
增持
BABA
ALIBABA GROUP HLDG LTD
+$847.0K
15,516
+9%
增持
MSFT
MICROSOFT CORP
-$814.3K
17,760
+0%
增持
OXY
OCCIDENTAL PETE CORP
+$811.1K
41,754
+65%
增持
BN
BROOKFIELD CORP
-$625.8K
264,948
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$548.8K
13,815
+29%
减持
—
EXXON MOBIL CORP
+$536.0K
47,317
-0%
增持
PPLI
IAC INC
+$508.1K
23,871
+75%
增持
UNH
UNITEDHEALTH GROUP INC
+$449.5K
8,207
+8%
减持
BAC
BANK AMERICA CORP
-$417.9K
90,059
-5%
增持
NKE
NIKE INC
-$416.3K
40,756
+3%
增持
KKR
KKR & CO INC
-$392.0K
12,149
+0%
减持
VTV
VANGUARD INDEX FDS
-$387.2K
17,412
-13%
增持
ABBV
ABBVIE INC
+$378.8K
9,370
+5%
增持
TCAF
T ROWE PRICE ETF INC
+$355.2K
142,527
+12%
减持
BKNG
BOOKING HOLDINGS INC
-$354.0K
760
-2%
减持
MKL
MARKEL GROUP INC
+$352.7K
2,749
-1%
减持
NVDA
NVIDIA CORPORATION
-$347.2K
11,830
-2%
减持
CRM
SALESFORCE INC
-$345.4K
5,011
-1%
增持
GVLU
TIDAL ETF TR
+$345.2K
264,651
+8%
建仓
LMT
LOCKHEED MARTIN CORP
+$329.1K
737
建仓
LEN
LENNAR CORP
+$318.6K
2,776
增持
CMCSA
COMCAST CORP NEW
+$311.2K
19,186
+81%
建仓
RVTY
REVVITY INC
+$297.0K
2,807
增持
VBR
VANGUARD INDEX FDS
-$275.2K
26,528
+1%
减持
JNJ
JOHNSON & JOHNSON
+$273.8K
12,915
-0%
增持
DLTR
DOLLAR TREE INC
+$259.0K
10,804
+47%
清仓
DGS
WISDOMTREE TR
-$259.0K
0
-100%
增持
GNR
SPDR INDEX SHS FDS
+$252.3K
33,669
+9%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$246.0K
8,300
增持
W
WAYFAIR INC
-$244.0K
39,781
+16%
建仓
INTC
INTEL CORP
+$240.8K
10,604
建仓
KF
KOREA FD INC
+$238.3K
11,937
清仓
NOW
SERVICENOW INC
-$237.5K
0
-100%
增持
ABNB
AIRBNB INC
+$234.0K
6,147
+61%
清仓
AIG
AMERICAN INTL GROUP INC
-$231.5K
0
-100%
建仓
AMT
AMERICAN TOWER CORP NEW
+$228.7K
1,051
建仓
IDV
ISHARES TR
+$217.7K
7,018
清仓
ADBE
ADOBE INC
-$216.6K
0
-100%
建仓
DHI
D R HORTON INC
+$214.3K
1,686
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$211.3K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$210.6K
147
建仓
—
AON PLC
+$209.1K
524
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$208.9K
1,023
+77%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$207.9K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$205.8K
38,264
-0%
建仓
XYL
XYLEM INC
+$204.5K
1,712
建仓
FXI
ISHARES TR
+$204.5K
5,706
清仓
PH
PARKER-HANNIFIN CORP
-$202.0K
0
-100%
减持
IEF
ISHARES TR
-$201.6K
2,280
-50%
增持
GLD
SPDR GOLD TR
+$171.5K
3,581
+1%
增持
DE
DEERE & CO
+$170.9K
3,482
+1%
减持
RTX
RTX CORPORATION
+$169.7K
10,345
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$169.0K
7,787
-1%
增持
—
ARCH CAP GROUP LTD
+$158.8K
8,779
+18%
减持
IVV
ISHARES TR
-$156.5K
1,207
-15%
增持
AMGN
AMGEN INC
+$155.7K
2,977
+1%
增持
AVGO
BROADCOM INC
-$153.3K
2,456
+1%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$153.1K
17,630
-5%
增持
DIS
DISNEY WALT CO
-$148.8K
13,010
+1%
增持
BX
BLACKSTONE INC
-$143.8K
4,431
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$140.2K
4,948
-1%
增持
V
VISA INC
+$139.1K
1,369
+27%
增持
DHR
DANAHER CORPORATION
+$137.3K
6,201
+26%
减持
BHF
BRIGHTHOUSE FINL INC
+$133.2K
15,019
-2%
减持
QQQ
INVESCO QQQ TR
-$130.9K
2,998
-0%
减持
SCHW
SCHWAB CHARLES CORP
+$116.0K
33,622
-1%
清仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
-$115.2K
0
-100%
增持
UHAL/B
U HAUL HOLDING COMPANY
-$110.0K
37,199
+3%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$108.0K
0
-100%
增持
BLK
BLACKROCK INC
-$107.9K
1,503
+1%
减持
KMX
CARMAX INC
-$107.3K
11,443
-6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$104.6K
16,601
-3%
增持
META
META PLATFORMS INC
-$102.7K
20,628
+1%
增持
GDX
VANECK ETF TRUST
+$98.4K
7,095
+6%
增持
—
STELLANTIS N.V
+$92.3K
62,239
+34%
增持
SHEL
SHELL PLC
+$90.5K
8,396
+0%
减持
OEF
ISHARES TR
-$79.3K
2,191
-6%
减持
COF
CAPITAL ONE FINL CORP
-$77.6K
1,551
-22%
减持
CVX
CHEVRON CORP NEW
+$76.0K
3,952
-2%
减持
TECK
TECK RESOURCES LTD
-$73.9K
15,687
-1%
减持
LBRDK
LIBERTY BROADBAND CORP
+$72.8K
14,126
-6%
增持
PYPL
PAYPAL HLDGS INC
-$71.7K
3,612
+0%
增持
EFA
ISHARES TR
+$67.8K
8,196
+3%
减持
COST
COSTCO WHSL CORP NEW
+$66.6K
2,939
-1%
增持
VOO
VANGUARD INDEX FDS
-$65.6K
2,674
+0%
增持
SBUX
STARBUCKS CORP
+$60.9K
8,469
+0%
减持
MRK
MERCK & CO INC
-$58.2K
5,615
-1%
增持
VGT
VANGUARD WORLD FD
-$55.9K
735
+1%
减持
VB
VANGUARD INDEX FDS
-$51.7K
1,741
-4%
增持
ED
CONSOLIDATED EDISON INC
+$49.9K
2,303
+0%
减持
LLY
ELI LILLY & CO
-$49.6K
626
-15%
增持
VUG
VANGUARD INDEX FDS
-$48.6K
1,777
+3%
增持
FIVE
FIVE BELOW INC
-$47.1K
5,672
+26%
减持
IYW
ISHARES TR
-$45.4K
1,510
-6%
减持
—
BARRICK GOLD CORP
+$40.7K
11,588
-3%
减持
KO
COCA COLA CO
+$34.4K
11,839
-9%
减持
VO
VANGUARD INDEX FDS
-$34.2K
3,324
-2%
减持
WFC
WELLS FARGO CO NEW
+$30.0K
25,197
-1%
增持
HON
HONEYWELL INTL INC
-$29.1K
2,074
+0%
增持
HYMB
SPDR SER TR
-$27.4K
142,273
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$27.1K
28,642
+0%
增持
BNY
BANK NEW YORK MELLON CORP
+$26.9K
2,762
+4%
清仓
—
ANGI INC
-$26.9K
0
-100%
减持
RBLX
ROBLOX CORP
-$26.6K
13,733
-4%
减持
WMT
WALMART INC
-$26.0K
3,128
-6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$24.6K
5,755
+4%
减持
PEP
PEPSICO INC
-$24.1K
2,173
-6%
增持
PG
PROCTER AND GAMBLE CO
+$23.6K
6,154
+1%
减持
MCD
MCDONALDS CORP
+$23.2K
1,612
-3%
减持
PFF
ISHARES TR
-$21.0K
10,365
-4%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$19.1K
10,186
-3%
减持
EBAY
EBAY INC.
+$18.7K
9,543
-6%
增持
CSCO
CISCO SYS INC
+$18.1K
3,689
+4%
减持
NEE
NEXTERA ENERGY INC
-$17.9K
3,359
-6%
增持
VTI
VANGUARD INDEX FDS
-$17.3K
1,696
+2%
增持
SPYM
SPDR SER TR
+$14.7K
9,004
+7%
减持
XLI
SELECT SECTOR SPDR TR
-$12.3K
3,247
-2%
增持
VOE
VANGUARD INDEX FDS
+$11.2K
7,053
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$9.7K
4,975
-2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$9.4K
769
-2%
增持
GS
GOLDMAN SACHS GROUP INC
-$8.3K
773
+3%
增持
CL
COLGATE PALMOLIVE CO
+$8.3K
2,927
+0%
减持
WBD
WARNER BROS DISCOVERY INC
-$8.2K
30,634
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$8.2K
1,659
+23%
减持
DXJ
WISDOMTREE TR
-$8.1K
9,586
-1%
增持
—
LIBERTY GLOBAL LTD
-$7.4K
33,533
+8%
增持
TXN
TEXAS INSTRS INC
-$6.2K
1,274
+2%
增持
XLB
SELECT SECTOR SPDR TR
+$6.0K
3,211
+0%
减持
XLU
SELECT SECTOR SPDR TR
+$5.7K
6,375
-3%
减持
GE
GE AEROSPACE
+$5.4K
1,287
-15%
增持
SPY
SPDR S&P 500 ETF TR
-$4.3K
3,058
+5%
增持
C
CITIGROUP INC
+$3.2K
4,651
+0%
增持
QLTY
2023 ETF SERIES TRUST II
-$1.3K
10,022
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$924
24,295
-3%
