CHELSEA COUNSEL CO
Woodland Hills CA · SEC CIK 0001276755
$2.25亿2026Q1 申报市值
234持仓数
46.7%前十大占比 · 第一大 9.2%
7 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PRME 加仓+$81.90万
AES 新建仓+$57.77万
OII 新建仓+$56.75万
PFE 新建仓+$56.16万
KD 加仓+$28.86万
2026Q1 卖出最多 按季末市值估算
AEM 减仓-$264.62万
AAPL 减仓-$237.60万
BRK/A 清仓-$150.96万
GLW 减仓-$144.54万
GOOG 减仓-$137.89万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | $97.50万 | 0.43% | 20,000 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $100.40万 | 0.45% | 8,672 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $100.40万 | 0.45% | 42,290 | -6,285 | -12.9% | -$14.92万 | 减仓 |
| MO | ALTRIA GROUP INC | $112.04万 | 0.50% | 16,710 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $125.22万 | 0.56% | 12,810 | -50 | -0.4% | -$4,888 | 减仓 |
| — | COTERRA ENERGY INC | $126.16万 | 0.56% | 35,902 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $126.49万 | 0.56% | 11,685 | -6,456 | -35.6% | -$69.89万 | 减仓 |
| MPLX | MPLX LP | $142.68万 | 0.63% | 25,000 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $143.19万 | 0.64% | 39,150 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $146.05万 | 0.65% | 37,950 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $154.18万 | 0.69% | 11,680 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $155.62万 | 0.69% | 11,839 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $160.89万 | 0.72% | 462,340 | 235,340 | 103.7% | $81.90万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $167.46万 | 0.74% | 16,311 | -5,000 | -23.5% | -$51.33万 | 减仓 |
| ET | ENERGY TRANSFER L P | $181.42万 | 0.81% | 94,000 | 0 | 0.0% | — | 不变 |
| SQQQ | PROSHARES TR | $189.05万 | 0.84% | 23,487 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $198.76万 | 0.88% | 14,605 | -245 | -1.6% | -$3.33万 | 减仓 |
| EMR | EMERSON ELEC CO | $199.57万 | 0.89% | 15,232 | -400 | -2.6% | -$5.24万 | 减仓 |
| HXL | HEXCEL CORP NEW | $219.64万 | 0.98% | 27,140 | -6,070 | -18.3% | -$49.12万 | 减仓 |
| AMZN | AMAZON COM INC | $220.79万 | 0.98% | 10,601 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $258.51万 | 1.15% | 5,255 | -135 | -2.5% | -$6.64万 | 减仓 |
| FLNG | FLEX LNG LTD | $265.31万 | 1.18% | 89,300 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $268.32万 | 1.19% | 9,440 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $272.48万 | 1.21% | 43,150 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $287.19万 | 1.28% | 19,883 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $292.35万 | 1.30% | 16,762 | -1,152 | -6.4% | -$20.09万 | 减仓 |
| AMGN | AMGEN INC | $329.82万 | 1.47% | 9,374 | -1,500 | -13.8% | -$52.78万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $356.73万 | 1.59% | 95,280 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $385.68万 | 1.72% | 11,174 | -1,390 | -11.1% | -$47.98万 | 减仓 |
| RTX | RTX CORPORATION | $400.68万 | 1.78% | 20,771 | -2,345 | -10.1% | -$45.24万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $423.26万 | 1.88% | 35,260 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $445.88万 | 1.98% | 18,241 | -3,303 | -15.3% | -$80.74万 | 减仓 |
| SLV | ISHARES SILVER TR | $572.38万 | 2.55% | 84,000 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $642.50万 | 2.86% | 28,425 | -3,200 | -10.1% | -$72.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $647.34万 | 2.88% | 17,488 | -3,560 | -16.9% | -$131.78万 | 减仓 |
| CVX | CHEVRON CORPORATION | $694.65万 | 3.09% | 33,574 | -2,110 | -5.9% | -$43.66万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $811.09万 | 3.61% | 8,140 | -170 | -2.0% | -$16.94万 | 减仓 |
| GLW | CORNING INC | $842.21万 | 3.75% | 61,941 | -10,630 | -14.6% | -$144.54万 | 减仓 |
| PWR | QUANTA SVCS INC | $854.46万 | 3.80% | 15,563 | -2,270 | -12.7% | -$124.63万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $913.04万 | 4.06% | 61,650 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $984.59万 | 4.38% | 34,239 | -4,510 | -11.6% | -$129.69万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,075.77万 | 4.79% | 52,999 | -13,037 | -19.7% | -$264.62万 | 减仓 |
| — | EXXON MOBIL CORP | $1,123.88万 | 5.00% | 66,243 | -100 | -0.2% | -$1.70万 | 减仓 |
| GOOG | ALPHABET INC | $1,140.35万 | 5.07% | 39,753 | -4,807 | -10.8% | -$137.89万 | 减仓 |
| AAPL | APPLE INC | $2,061.74万 | 9.17% | 81,238 | -9,362 | -10.3% | -$237.60万 | 减仓 |