13F 机构持仓

CHELSEA COUNSEL CO

Woodland Hills CA · SEC CIK 0001276755

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.36亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 9.2%
GOOG 5.1%
EXXON MOBIL CO 5.0%
AEM 4.8%
GOOGL 4.4%
VYM 4.1%
PWR 3.8%
GLW 3.7%
COST 3.6%
CVX 3.1%

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
MMM 3M CO $00.00%0 —— — 申报中断
BRK/A BERKSHIRE HATHAWAY INC DEL $00.00%0 -2-100.0% -$150.96万 清仓
XLSR SSGA ACTIVE TR $00.00%0 -164-100.0% -$1.02万 清仓
NWL NEWELL BRANDS INC $00.00%0 -2,600-100.0% -$9,672 清仓
EFG ISHARES TR $00.00%0 -13-100.0% -$1,481 清仓
MBB ISHARES TR $00.00%0 -15-100.0% -$1,429 清仓
TLH ISHARES TR $00.00%0 -14-100.0% -$1,424 清仓
BINC BLACKROCK ETF TRUST II $00.00%0 -26-100.0% -$1,373 清仓
BAI BLACKROCK ETF TRUST $00.00%0 -38-100.0% -$1,266 清仓
THRO BLACKROCK ETF TRUST $00.00%0 -29-100.0% -$1,119 清仓
TXT TEXTRON INC $00.00%0 0— -$3 清仓
VLO VALERO ENERGY CORP $2480.00%1 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $2710.00%1 00.0% — 不变
PANW PALO ALTO NETWORKS INC $3210.00%2 00.0% — 不变
CRM SALESFORCE INC $3740.00%2 00.0% — 不变
SDIV GLOBAL X FDS $3790.00%15 15— $379 新建仓
— VIRTUS TOTAL RETURN FD INC $4310.00%65 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $4610.00%1 00.0% — 不变
SRE SEMPRA $4900.00%5 00.0% — 不变
WMT WALMART INC $4990.00%4 00.0% — 不变
FVRR FIVERR INTL LTD $5010.00%50 -400-88.9% -$4,008 减仓
GILD GILEAD SCIENCES INC $5580.00%4 00.0% — 不变
LNG CHENIERE ENERGY INC $5680.00%2 2— $568 新建仓
META META PLATFORMS INC $5730.00%1 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $5770.00%15 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $6280.00%5 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $6480.00%8 00.0% — 不变
IVV ISHARES TR $6540.00%1 00.0% — 不变
OXY OCCIDENTAL PETE CORP $7840.00%12 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $8040.00%10 00.0% — 不变
IAGG ISHARES TR $9510.00%19 00.0% — 不变
OEF ISHARES TR $9550.00%3 00.0% — 不变
MTUM ISHARES TR $9600.00%4 00.0% — 不变
ICF ISHARES TR $9910.00%16 00.0% — 不变
VRT VERTIV HOLDINGS CO $1,0030.00%4 00.0% — 不变
— ELECTRONIC ARTS INC $1,0200.00%5 00.0% — 不变
ASML ASML HLDG NV $1,3210.00%1 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $1,5340.00%50 50— $1,534 新建仓
IYW ISHARES TR $1,6330.00%9 00.0% — 不变
MS MORGAN STANLEY $1,6460.00%10 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1,8410.00%30 00.0% — 不变
— TASEKO MINES LTD $2,1930.00%340 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $2,4650.00%150 00.0% — 不变
NMFC NEW MTN FIN CORP $2,6390.00%340 00.0% — 不变
CIEN CIENA CORP $2,7180.00%7 00.0% — 不变
IEMG ISHARES INC $2,7900.00%40 00.0% — 不变
HD HOME DEPOT INC $3,2890.00%10 00.0% — 不变
PR PERMIAN RESOURCES CORP $3,6250.00%170 00.0% — 不变
DYNF BLACKROCK ETF TRUST $3,6660.00%63 00.0% — 不变
EFV ISHARES TR $3,7920.00%51 00.0% — 不变
CGBD CARLYLE SECURED LENDING INC $3,8560.00%340 00.0% — 不变
NAT NORDIC AMERICAN TANKERS LIMI $3,9850.00%680 00.0% — 不变
QUAL ISHARES TR $4,0290.00%21 00.0% — 不变
— CITIUS PHARMACEUTICALS INC $4,1640.00%4,626 00.0% — 不变
IVE ISHARES TR $4,2230.00%20 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $4,4860.00%170 00.0% — 不变
XFFCX FLAHERTY & CRUMRIN PFD & INM $4,8020.00%310 00.0% — 不变
IUSB ISHARES TR $5,0350.00%109 00.0% — 不变
MRNA MODERNA INC $5,0800.00%100 00.0% — 不变
IVW ISHARES TR $5,2040.00%46 00.0% — 不变
GEV GE VERNOVA INC $5,2410.00%6 -3-33.3% -$2,620 减仓
IWS ISHARES TR $6,1220.00%42 00.0% — 不变
BLK BLACKROCK INC $6,7320.00%7 00.0% — 不变
GLOB GLOBANT S A $7,0090.00%152 00.0% — 不变
UEC URANIUM ENERGY CORP $7,0200.00%520 00.0% — 不变
IWM ISHARES TR $7,1920.00%29 00.0% — 不变
AX AXOS FINANCIAL INC $8,5090.00%100 00.0% — 不变
EWJ ISHARES INC $8,6980.00%103 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $1.08万0.00%147 00.0% — 不变
VTI VANGUARD INDEX FDS $1.16万0.01%36 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $1.18万0.01%20 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $1.22万0.01%90 -25-21.7% -$3,400 减仓
SJM SMUCKER J M CO $1.25万0.01%130 00.0% — 不变
BG BUNGE GLOBAL SA $1.27万0.01%100 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $1.46万0.01%333 00.0% — 不变
COIN COINBASE GLOBAL INC $1.48万0.01%85 -85-50.0% -$1.48万 减仓
AMD ADVANCED MICRO DEVICES INC $1.53万0.01%75 00.0% — 不变
— BANK AMERICA CORP $1.79万0.01%15 00.0% — 不变
NKE NIKE INC $1.86万0.01%350 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $1.89万0.01%88 00.0% — 不变
NVO NOVO-NORDISK A S $1.90万0.01%500 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $1.94万0.01%40 00.0% — 不变
ENB ENBRIDGE INC $1.97万0.01%363 00.0% — 不变
UL UNILEVER PLC $2.04万0.01%354 00.0% — 不变
COR CENCORA INC $2.04万0.01%65 00.0% — 不变
BAX BAXTER INTL INC $2.15万0.01%1,280 00.0% — 不变
QYLD GLOBAL X FDS $2.40万0.01%1,400 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $2.45万0.01%485 00.0% — 不变
ABBV ABBVIE INC $2.48万0.01%114 00.0% — 不变
SBUX STARBUCKS CORP $2.51万0.01%280 00.0% — 不变
DVN DEVON ENERGY CORP NEW $2.52万0.01%500 00.0% — 不变
MOS MOSAIC CO $2.55万0.01%1,000 00.0% — 不变
DNP DNP SELECT INCOME FD INC $2.59万0.01%2,500 35016.3% $3,628 加仓
ISPY PROSHARES TR $2.60万0.01%600 25071.4% $1.08万 加仓
UNP UNION PAC CORP $2.67万0.01%110 00.0% — 不变
IAU ISHARES GOLD TR $2.72万0.01%309 00.0% — 不变
GIS GENERAL MILLS INC $3.35万0.01%900 00.0% — 不变
WTRG ESSENTIAL UTILS INC $3.62万0.02%900 00.0% — 不变
T AT&T INC $3.79万0.02%1,308 00.0% — 不变
MCD MCDONALDS CORP $3.88万0.02%125 00.0% — 不变