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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.53万 | 0.09% | 450 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $21.30万 | 0.09% | 200 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.99万 | 0.09% | 1,550 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $19.89万 | 0.08% | 2,050 | -550 | -21.2% | -$5.34万 | 减仓 |
| CSX | CSX CORP | $19.49万 | 0.08% | 4,100 | 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 |
| AMAT | APPLIED MATLS INC | $17.35万 | 0.07% | 240 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $16.75万 | 0.07% | 4,350 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $16.39万 | 0.07% | 1,885 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $15.66万 | 0.07% | 228 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $12.45万 | 0.05% | 150 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $11.72万 | 0.05% | 1,512 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $11.62万 | 0.05% | 200 | 125 | 166.7% | $7.26万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.04万 | 0.05% | 946 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $10.88万 | 0.05% | 365 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD | $10.20万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $9.96万 | 0.04% | 1,124 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $9.96万 | 0.04% | 330 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $9.54万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $9.53万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $9.37万 | 0.04% | 220 | 0 | 0.0% | — | 不变 |
| ENIC | ENEL CHILE SA | $9.00万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $8.46万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $7.87万 | 0.03% | 1,845 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $7.75万 | 0.03% | 2,110 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $7.59万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $7.56万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $7.45万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| FSM | FORTUNA MNG CORP | $7.33万 | 0.03% | 8,680 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $6.87万 | 0.03% | 891 | -250 | -21.9% | -$1.93万 | 减仓 |
| QQQ | INVESCO QQQ TR | $6.71万 | 0.03% | 91 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $6.67万 | 0.03% | 4,320 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6.42万 | 0.03% | 230 | -550 | -70.5% | -$15.36万 | 减仓 |
| ORCL | ORACLE CORP | $5.95万 | 0.03% | 406 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $5.53万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $5.47万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $5.29万 | 0.02% | 140 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $5.07万 | 0.02% | 150 | -50 | -25.0% | -$1.69万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.00万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $4.50万 | 0.02% | 107 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4.41万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $3.95万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $3.69万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $3.47万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $3.45万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $3.38万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $3.13万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2.99万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $2.87万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.86万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $2.73万 | 0.01% | 1,280 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2.45万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.40万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $2.33万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $2.13万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $2.12万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.08万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.97万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1.84万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.84万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $1.59万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.53万 | 0.01% | 370 | 20 | 5.7% | $829 | 加仓 |
| T | AT&T INC | $1.47万 | 0.01% | 708 | -600 | -45.9% | -$1.24万 | 减仓 |
| SJM | SMUCKER J M CO | $1.46万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1.33万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1.24万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $1.20万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.15万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1.10万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $1.07万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $9,739 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $9,607 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $8,714 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $8,529 | 0.00% | 151 | -655 | -81.3% | -$3.70万 | 减仓 |
| GEV | GE VERNOVA INC | $7,053 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $7,026 | 0.00% | 11 | 11 | — | $7,026 | 新建仓 |
| MRNA | MODERNA INC | $7,003 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $6,914 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $6,822 | 0.00% | 3 | 3 | — | $6,822 | 新建仓 |
| BLK | BLACKROCK INC | $6,731 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $6,327 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $5,544 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $5,180 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $5,031 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $4,609 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $4,542 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A | $4,399 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $4,285 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $3,905 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $3,768 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| CGBD | CARLYLE SECURED LENDING INC | $3,700 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $3,527 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $3,434 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $3,314 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $3,130 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | CITIUS PHARMACEUTICALS INC | $2,797 | 0.00% | 4,626 | 0 | 0.0% | — | 不变 |
| NMFC | NEW MTN FIN CORP | $2,438 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| TGB | TREKOR METALS LTD | $2,340 | 0.00% | 340 | 340 | — | $2,340 | 新建仓 |
| IYW | ISHARES TR | $2,271 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $2,091 | 0.00% | 10 | 0 | 0.0% | — | 不变 |