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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $111.78万 | 0.47% | 15,310 | -1,400 | -8.4% | -$10.22万 | 减仓 |
| BAC | BANK OF AMER CORP | $113.96万 | 0.48% | 20,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $120.45万 | 0.51% | 6,518 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $124.98万 | 0.53% | 12,022 | 342 | 2.9% | $3.56万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $125.33万 | 0.53% | 19,928 | 12,678 | 174.9% | $79.73万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $133.35万 | 0.56% | 11,839 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $139.03万 | 0.59% | 37,950 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $140.82万 | 0.60% | 25,000 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $141.15万 | 0.60% | 12,710 | -100 | -0.8% | -$1.11万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $142.56万 | 0.60% | 15,711 | -600 | -3.7% | -$5.44万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $144.64万 | 0.61% | 39,150 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $157.74万 | 0.67% | 42,290 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $165.70万 | 0.70% | 449,060 | -13,280 | -2.9% | -$4.90万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $179.29万 | 0.76% | 4,135 | 135 | 3.4% | $5.85万 | 加仓 |
| ET | ENERGY TRANSFER L P | $179.73万 | 0.76% | 94,000 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $182.96万 | 0.77% | 13,905 | -700 | -4.8% | -$9.21万 | 减仓 |
| EMR | EMERSON ELEC CO | $218.05万 | 0.92% | 15,232 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $238.24万 | 1.01% | 9,996 | -605 | -5.7% | -$14.42万 | 减仓 |
| FLNG | FLEX LNG LTD | $248.61万 | 1.05% | 88,600 | -700 | -0.8% | -$1.96万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $250.89万 | 1.06% | 5,000 | -255 | -4.9% | -$12.80万 | 减仓 |
| HXL | HEXCEL CORP NEW | $271.56万 | 1.15% | 27,140 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $288.71万 | 1.22% | 43,150 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $288.92万 | 1.22% | 19,703 | -180 | -0.9% | -$2.64万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $303.17万 | 1.28% | 13,713 | 13,713 | — | $303.17万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $303.88万 | 1.29% | 15,187 | -1,575 | -9.4% | -$31.51万 | 减仓 |
| HON | HONEYWELL INTL INC | $307.16万 | 1.30% | 13,719 | -14,706 | -51.7% | -$329.26万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $315.99万 | 1.34% | 10,874 | -300 | -2.7% | -$8.72万 | 减仓 |
| AMGN | AMGEN INC | $324.24万 | 1.37% | 8,954 | -420 | -4.5% | -$15.21万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $335.22万 | 1.42% | 95,180 | -100 | -0.1% | -$3,522 | 减仓 |
| MMM | 3M CO | $337.61万 | 1.43% | 20,852 | -3,040 | -12.7% | -$49.22万 | 重新持有 |
| GDXJ | VANECK ETF TRUST | $346.43万 | 1.47% | 35,260 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $352.80万 | 1.49% | 9,440 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $369.90万 | 1.57% | 19,496 | -1,275 | -6.1% | -$24.19万 | 减仓 |
| SLV | ISHARES SILVER TR | $449.15万 | 1.90% | 84,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $454.71万 | 1.93% | 17,904 | -337 | -1.8% | -$8.56万 | 减仓 |
| CVX | CHEVRON CORPORATION | $554.87万 | 2.35% | 33,474 | -100 | -0.3% | -$1.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $639.56万 | 2.71% | 17,146 | -342 | -2.0% | -$12.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $738.09万 | 3.13% | 7,890 | -250 | -3.1% | -$23.39万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $818.37万 | 3.47% | 52,754 | -245 | -0.5% | -$3.80万 | 减仓 |
| — | EXXON MOBIL CORP | $898.50万 | 3.81% | 65,718 | -525 | -0.8% | -$7.18万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $974.25万 | 4.13% | 61,650 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1,103.34万 | 4.67% | 15,323 | -240 | -1.5% | -$17.28万 | 减仓 |
| GOOGL | ALPHABET INC | $1,198.85万 | 5.08% | 33,546 | -693 | -2.0% | -$24.77万 | 减仓 |
| GOOG | ALPHABET INC | $1,364.67万 | 5.78% | 38,623 | -1,130 | -2.8% | -$39.93万 | 减仓 |
| GLW | CORNING INC | $1,557.00万 | 6.59% | 60,956 | -985 | -1.6% | -$25.16万 | 减仓 |
| AAPL | APPLE INC | $2,296.91万 | 9.73% | 79,379 | -1,859 | -2.3% | -$53.79万 | 减仓 |