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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 16
增持 85
减持 44
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.2M
111,818
+0%
增持
META
META PLATFORMS INC
+$3.6M
21,040
+2%
增持
BN
BROOKFIELD CORP
+$3.2M
275,812
+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。
减持
ORCL
ORACLE CORP
+$2.7M
34,117
-0%
减持
AXP
AMERICAN EXPRESS CO
+$2.6M
51,920
-0%
增持
GOOG
ALPHABET INC
+$2.6M
106,898
+2%
增持
MSFT
MICROSOFT CORP
+$2.3M
18,074
+2%
增持
AMZN
AMAZON COM INC
+$2.1M
56,024
+5%
减持
AAPL
APPLE INC
-$2.0M
101,779
-1%
增持
IAU
ISHARES GOLD TR
+$1.9M
341,290
+4%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
18,156
+53%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.6M
974,643
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$1.5M
37,688
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
10,177
+24%
增持
W
WAYFAIR INC
+$950.6K
43,503
+9%
减持
BKNG
BOOKING HOLDINGS INC
+$876.1K
756
-1%
增持
TCAF
T ROWE PRICE ETF INC
+$870.8K
155,089
+9%
增持
CVX
CHEVRON CORP NEW
+$705.6K
9,545
+142%
增持
VTIP
VANGUARD MALVERN FDS
+$705.4K
295,521
+4%
增持
GOOGL
ALPHABET INC
+$705.4K
28,899
+2%
增持
ABNB
AIRBNB INC
+$658.2K
10,522
+71%
减持
RBLX
ROBLOX CORP
+$638.1K
13,675
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$606.5K
14,727
-11%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$579.2K
6,881
增持
FIVE
FIVE BELOW INC
+$554.8K
7,469
+32%
增持
GVLU
TIDAL TRUST I
+$535.4K
275,598
+4%
增持
VTV
VANGUARD INDEX FDS
+$512.7K
19,919
+14%
增持
—
EXXON MOBIL CORP
-$497.2K
47,589
+1%
增持
NKE
NIKE INC
+$486.9K
43,273
+6%
增持
MKL
MARKEL GROUP INC
+$477.0K
2,812
+2%
增持
MGM
MGM RESORTS INTERNATIONAL
+$460.2K
20,536
+147%
建仓
AIG
AMERICAN INTL GROUP INC
+$449.3K
5,249
减持
MU
MICRON TECHNOLOGY INC
+$446.9K
12,816
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$430.9K
3,466
+13%
减持
SCHW
SCHWAB CHARLES CORP
+$417.0K
33,416
-1%
增持
GDX
VANECK ETF TRUST
+$390.9K
13,773
+94%
清仓
FISV
FISERV INC
-$363.0K
0
-100%
增持
DLTR
DOLLAR TREE INC
+$353.0K
11,753
+9%
增持
VUG
VANGUARD INDEX FDS
+$346.7K
2,294
+29%
减持
BABA
ALIBABA GROUP HLDG LTD
-$327.2K
15,206
-2%
增持
AVGO
BROADCOM INC
+$325.3K
2,672
+9%
减持
DIS
DISNEY WALT CO
+$316.0K
12,903
-1%
增持
QQQ
INVESCO QQQ TR
+$303.4K
3,099
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$300.2K
5,220
+5%
建仓
T
AT&T INC
+$296.8K
10,256
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$293.0K
5,288
建仓
NOW
SERVICENOW INC
+$293.0K
285
建仓
CRBG
COREBRIDGE FINL INC
+$279.3K
7,868
建仓
CEG
CONSTELLATION ENERGY CORP
+$264.0K
818
减持
—
LIBERTY GLOBAL LTD
-$258.3K
13,878
-59%
建仓
B
BARRICK MNG CORP
+$246.4K
11,833
减持
ABBV
ABBVIE INC
-$241.9K
9,273
-1%
建仓
CACC
CREDIT ACCEP CORP MICH
+$234.8K
461
清仓
AMT
AMERICAN TOWER CORP NEW
-$228.7K
0
-100%
清仓
—
BARRICK GOLD CORP
-$225.3K
0
-100%
增持
KKR
KKR & CO INC
+$223.6K
12,239
+1%
建仓
GRBK
GREEN BRICK PARTNERS INC
+$223.5K
3,555
清仓
IEF
ISHARES TR
-$217.4K
0
-100%
减持
BAC
BANK AMERICA CORP
+$215.8K
83,980
-7%
减持
PPLI
IAC INC
-$213.3K
23,657
-1%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$210.8K
2,146
清仓
—
AON PLC
-$209.1K
0
-100%
建仓
ADBE
ADOBE INC
+$207.8K
537
建仓
AOA
ISHARES TR
+$206.2K
2,472
建仓
—
ASML HOLDING N V
+$206.0K
257
减持
VBR
VANGUARD INDEX FDS
+$202.3K
26,379
-1%
建仓
PH
PARKER-HANNIFIN CORP
+$201.4K
288
减持
WFC
WELLS FARGO CO NEW
+$198.0K
25,049
-1%
建仓
ANGI
ANGI INC
+$191.5K
12,550
增持
OXY
OCCIDENTAL PETE CORP
-$187.3K
44,601
+7%
增持
RTX
RTX CORPORATION
+$177.0K
10,597
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$174.0K
1,984
+20%
减持
XLV
SELECT SECTOR SPDR TR
-$173.8K
13,676
-1%
增持
SPYM
SPDR SERIES TRUST
+$161.7K
10,370
+15%
增持
CMCSA
COMCAST CORP NEW
+$153.2K
24,129
+26%
增持
JNJ
JOHNSON & JOHNSON
-$153.0K
13,021
+1%
增持
SPGI
S&P GLOBAL INC
+$148.4K
4,874
+2%
增持
VOO
VANGUARD INDEX FDS
+$147.6K
2,679
+0%
减持
KMX
CARMAX INC
-$146.3K
11,090
-3%
增持
ELV
ELEVANCE HEALTH INC
-$140.7K
7,840
+7%
增持
LEN
LENNAR CORP
+$138.6K
4,134
+49%
减持
LBRDK
LIBERTY BROADBAND CORP
+$135.2K
13,586
-4%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$112.3K
17,484
-1%
增持
COF
CAPITAL ONE FINL CORP
+$111.0K
1,829
+18%
减持
AMGN
AMGEN INC
-$110.5K
2,926
-2%
增持
GLD
SPDR GOLD TR
+$109.5K
3,744
+5%
增持
C
CITIGROUP INC
+$108.8K
5,156
+11%
减持
MRK
MERCK & CO INC
-$96.4K
5,149
-8%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$96.3K
7,847
+1%
增持
UHAL/B
U HAUL HOLDING COMPANY
-$88.0K
38,872
+4%
增持
KF
KOREA FD INC
+$85.9K
12,037
+1%
增持
MA
MASTERCARD INCORPORATED
+$84.0K
4,728
+1%
减持
BHF
BRIGHTHOUSE FINL INC
-$82.0K
14,672
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$80.1K
1,453
+42%
增持
PYPL
PAYPAL HLDGS INC
+$78.2K
4,223
+17%
增持
XLU
SELECT SECTOR SPDR TR
+$77.9K
7,109
+12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$71.9K
23,686
-3%
减持
XSORX
SOURCE CAPITAL
-$71.8K
48,855
-7%
增持
DHI
D R HORTON INC
+$70.0K
2,205
+31%
增持
V
VISA INC
+$68.4K
1,544
+13%
减持
IVV
ISHARES TR
+$67.5K
1,201
-0%
增持
HD
HOME DEPOT INC
+$65.9K
4,392
+4%
增持
BX
BLACKSTONE INC
+$65.9K
4,581
+3%
增持
VTI
VANGUARD INDEX FDS
+$65.7K
1,750
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$64.2K
2,435
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$63.7K
3,317
+2%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$62.2K
747
+13%
减持
PEP
PEPSICO INC
-$61.2K
2,004
-8%
增持
—
ARCH CAP GROUP LTD
+$57.4K
9,904
+13%
增持
IYW
ISHARES TR
+$54.8K
1,540
+2%
减持
DE
DEERE & CO
+$54.5K
3,321
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$54.1K
5,385
+8%
增持
VMC
VULCAN MATLS CO
+$46.1K
1,343
+3%
减持
VO
VANGUARD INDEX FDS
+$45.0K
3,233
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$44.0K
27,887
-3%
增持
PG
PROCTER AND GAMBLE CO
-$41.7K
6,321
+3%
增持
WMT
WALMART INC
+$40.6K
3,223
+3%
减持
IWF
ISHARES TR
+$39.7K
961
-6%
增持
HYMB
SPDR SERIES TRUST
+$35.3K
146,223
+3%
减持
RY
ROYAL BK CDA
+$34.3K
2,868
-6%
增持
SBUX
STARBUCKS CORP
-$33.8K
8,697
+3%
增持
CSCO
CISCO SYS INC
+$33.5K
3,764
+2%
减持
HON
HONEYWELL INTL INC
+$33.1K
2,028
-2%
增持
MCD
MCDONALDS CORP
-$32.0K
1,614
+0%
增持
RSG
REPUBLIC SVCS INC
+$30.8K
1,469
+7%
增持
DHR
DANAHER CORPORATION
+$28.3K
6,578
+6%
增持
VOE
VANGUARD INDEX FDS
+$27.8K
7,054
+0%
减持
CRM
SALESFORCE INC
-$27.4K
4,831
-4%
减持
VGT
VANGUARD WORLD FD
+$27.3K
642
-13%
增持
VB
VANGUARD INDEX FDS
+$27.0K
1,743
+0%
减持
TECK
TECK RESOURCES LTD
+$25.6K
14,787
-6%
增持
WBD
WARNER BROS DISCOVERY INC
+$24.7K
30,836
+1%
增持
ED
CONSOLIDATED EDISON INC
-$22.8K
2,311
+0%
增持
—
STELLANTIS N.V
-$22.5K
67,322
+8%
减持
IBB
ISHARES TR
-$21.1K
3,486
-4%
增持
RVTY
REVVITY INC
+$18.8K
3,265
+16%
增持
HDV
ISHARES TR
+$18.8K
2,176
+12%
减持
GNR
SPDR INDEX SHS FDS
+$17.4K
33,375
-1%
增持
SHEL
SHELL PLC
-$17.0K
8,497
+1%
增持
KO
COCA COLA CO
+$16.9K
12,223
+3%
增持
XLB
SELECT SECTOR SPDR TR
+$16.1K
3,327
+4%
增持
LLY
ELI LILLY & CO
-$15.0K
644
+3%
减持
VYM
VANGUARD WHITEHALL FDS
-$14.2K
2,701
-7%
增持
VPU
VANGUARD WORLD FD
+$13.9K
2,419
+0%
减持
COST
COSTCO WHSL CORP NEW
+$12.0K
2,820
-4%
增持
TIP
ISHARES TR
+$10.2K
10,446
+2%
减持
INTC
INTEL CORP
-$8.9K
10,354
-2%
增持
CL
COLGATE PALMOLIVE CO
-$8.1K
2,928
+0%
减持
LMT
LOCKHEED MARTIN CORP
+$7.4K
727
-1%
减持
TJX
TJX COS INC NEW
-$6.8K
1,946
-4%
