CHELSEA COUNSEL CO
Woodland Hills CA · SEC CIK 0001276755
$2.36亿2026Q2 申报市值
232持仓数
49.1%前十大占比 · 第一大 9.7%
11 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$303.17万
DVN 加仓+$101.78万
FCX 加仓+$79.73万
NLY 新建仓+$48.53万
AMD 加仓+$7.26万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$329.26万
COTERRA ENERGY I 清仓-$126.16万
GT 减仓-$64.02万
AAPL 减仓-$53.79万
MMM 重新持有-$49.22万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $3.38万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $3.45万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $3.47万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $3.69万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $3.95万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4.41万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $4.50万 | 0.02% | 107 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $5.00万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $5.07万 | 0.02% | 150 | -50 | -25.0% | -$1.69万 | 减仓 |
| AVGO | BROADCOM INC | $5.29万 | 0.02% | 140 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $5.47万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $5.53万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $5.95万 | 0.03% | 406 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6.42万 | 0.03% | 230 | -550 | -70.5% | -$15.36万 | 减仓 |
| HL | HECLA MINING COMPANY | $6.67万 | 0.03% | 4,320 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $6.71万 | 0.03% | 91 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $6.87万 | 0.03% | 891 | -250 | -21.9% | -$1.93万 | 减仓 |
| FSM | FORTUNA MNG CORP | $7.33万 | 0.03% | 8,680 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $7.45万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $7.56万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $7.59万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $7.75万 | 0.03% | 2,110 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $7.87万 | 0.03% | 1,845 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $8.46万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| ENIC | ENEL CHILE SA | $9.00万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $9.37万 | 0.04% | 220 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $9.53万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $9.54万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $9.96万 | 0.04% | 330 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $9.96万 | 0.04% | 1,124 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD | $10.20万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $10.88万 | 0.05% | 365 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.04万 | 0.05% | 946 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $11.62万 | 0.05% | 200 | 125 | 166.7% | $7.26万 | 加仓 |
| SHEL | SHELL PLC | $11.72万 | 0.05% | 1,512 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $12.45万 | 0.05% | 150 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $15.66万 | 0.07% | 228 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $16.39万 | 0.07% | 1,885 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $16.75万 | 0.07% | 4,350 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $17.35万 | 0.07% | 240 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $19.01万 | 0.08% | 1,465 | -2,250 | -60.6% | -$29.19万 | 减仓 |
| CSX | CSX CORP | $19.49万 | 0.08% | 4,100 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $19.89万 | 0.08% | 2,050 | -550 | -21.2% | -$5.34万 | 减仓 |
| PEP | PEPSICO INC | $20.99万 | 0.09% | 1,550 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $21.30万 | 0.09% | 200 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.53万 | 0.09% | 450 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.09万 | 0.09% | 295 | -10 | -3.3% | -$7,487 | 减仓 |
| AVA | AVISTA CORP | $22.91万 | 0.10% | 5,600 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $23.15万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $23.17万 | 0.10% | 1,960 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.02万 | 0.11% | 2,614 | -150 | -5.4% | -$1.44万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $25.11万 | 0.11% | 22,200 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $25.70万 | 0.11% | 2,188 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $25.93万 | 0.11% | 1,895 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $27.10万 | 0.11% | 1,300 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $27.13万 | 0.11% | 235 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $28.28万 | 0.12% | 3,457 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $28.44万 | 0.12% | 3,240 | -1,680 | -34.1% | -$14.75万 | 减仓 |
| SOBO | SOUTH BOW CORP | $30.78万 | 0.13% | 8,630 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $32.20万 | 0.14% | 695 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $32.23万 | 0.14% | 16,868 | -931 | -5.2% | -$1.78万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $35.87万 | 0.15% | 11,219 | -125 | -1.1% | -$3,996 | 减仓 |
| BA | BOEING CO | $35.93万 | 0.15% | 1,660 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $36.04万 | 0.15% | 3,500 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $36.17万 | 0.15% | 710 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $36.25万 | 0.15% | 8,561 | -500 | -5.5% | -$2.12万 | 减仓 |
| MRK | MERCK & CO INC | $36.74万 | 0.16% | 2,840 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $36.84万 | 0.16% | 1,000 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $37.94万 | 0.16% | 3,395 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $38.63万 | 0.16% | 2,285 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $39.21万 | 0.17% | 8,755 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $42.10万 | 0.18% | 351 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.48万 | 0.18% | 849 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $45.56万 | 0.19% | 1,392 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $45.65万 | 0.19% | 922 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $47.96万 | 0.20% | 8,434 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $48.11万 | 0.20% | 3,801 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $48.16万 | 0.20% | 20,000 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $48.53万 | 0.21% | 21,000 | 21,000 | — | $48.53万 | 新建仓 |
| GSK | GSK PLC | $49.48万 | 0.21% | 9,360 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $50.42万 | 0.21% | 5,500 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $52.48万 | 0.22% | 1,790 | -7 | -0.4% | -$2,052 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $54.18万 | 0.23% | 5,064 | -125 | -2.4% | -$1.34万 | 减仓 |
| WMB | WILLIAMS COS INC | $55.84万 | 0.24% | 7,512 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $57.17万 | 0.24% | 6,750 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.84万 | 0.24% | 2,057 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $60.11万 | 0.25% | 41,000 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $60.40万 | 0.26% | 4,221 | -165 | -3.8% | -$2.36万 | 减仓 |
| OII | OCEANEERING INTL INC | $66.25万 | 0.28% | 16,350 | 350 | 2.2% | $1.42万 | 加仓 |
| IBB | ISHARES TR | $66.57万 | 0.28% | 3,500 | -300 | -7.9% | -$5.71万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $66.97万 | 0.28% | 1,315 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $76.09万 | 0.32% | 24,850 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $77.97万 | 0.33% | 18,058 | -1,325 | -6.8% | -$5.72万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $80.14万 | 0.34% | 15,300 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $80.59万 | 0.34% | 2,275 | 0 | 0.0% | — | 不变 |
| SQQQ | PROSHARES TR | $85.28万 | 0.36% | 23,487 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $96.04万 | 0.41% | 10,100 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $101.26万 | 0.43% | 8,672 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $103.84万 | 0.44% | 25,131 | 24,631 | 4,926.2% | $101.78万 | 加仓 |
| NEM | NEWMONT CORP | $106.20万 | 0.45% | 11,370 | -315 | -2.7% | -$2.94万 | 减仓 |