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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,061.74万 | 9.17% | 81,238 | -9,362 | -10.3% | -$237.60万 | 减仓 |
| GOOG | ALPHABET INC | $1,140.35万 | 5.07% | 39,753 | -4,807 | -10.8% | -$137.89万 | 减仓 |
| — | EXXON MOBIL CORP | $1,123.88万 | 5.00% | 66,243 | -100 | -0.2% | -$1.70万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,075.77万 | 4.79% | 52,999 | -13,037 | -19.7% | -$264.62万 | 减仓 |
| GOOGL | ALPHABET INC | $984.59万 | 4.38% | 34,239 | -4,510 | -11.6% | -$129.69万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $913.04万 | 4.06% | 61,650 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $854.46万 | 3.80% | 15,563 | -2,270 | -12.7% | -$124.63万 | 减仓 |
| GLW | CORNING INC | $842.21万 | 3.75% | 61,941 | -10,630 | -14.6% | -$144.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $811.09万 | 3.61% | 8,140 | -170 | -2.0% | -$16.94万 | 减仓 |
| CVX | CHEVRON CORPORATION | $694.65万 | 3.09% | 33,574 | -2,110 | -5.9% | -$43.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $647.34万 | 2.88% | 17,488 | -3,560 | -16.9% | -$131.78万 | 减仓 |
| — | HONEYWELL INTL INC | $642.50万 | 2.86% | 28,425 | -3,200 | -10.1% | -$72.33万 | 减仓 |
| SLV | ISHARES SILVER TR | $572.38万 | 2.55% | 84,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $445.88万 | 1.98% | 18,241 | -3,303 | -15.3% | -$80.74万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $423.26万 | 1.88% | 35,260 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $400.68万 | 1.78% | 20,771 | -2,345 | -10.1% | -$45.24万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $385.68万 | 1.72% | 11,174 | -1,390 | -11.1% | -$47.98万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $356.73万 | 1.59% | 95,280 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $329.82万 | 1.47% | 9,374 | -1,500 | -13.8% | -$52.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $292.35万 | 1.30% | 16,762 | -1,152 | -6.4% | -$20.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $287.19万 | 1.28% | 19,883 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $272.48万 | 1.21% | 43,150 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $268.32万 | 1.19% | 9,440 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD | $265.31万 | 1.18% | 89,300 | 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 |
| AMZN | AMAZON COM INC | $220.79万 | 0.98% | 10,601 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $219.64万 | 0.98% | 27,140 | -6,070 | -18.3% | -$49.12万 | 减仓 |
| EMR | EMERSON ELEC CO | $199.57万 | 0.89% | 15,232 | -400 | -2.6% | -$5.24万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $198.76万 | 0.88% | 14,605 | -245 | -1.6% | -$3.33万 | 减仓 |
| SQQQ | PROSHARES TR | $189.05万 | 0.84% | 23,487 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $181.42万 | 0.81% | 94,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $167.46万 | 0.74% | 16,311 | -5,000 | -23.5% | -$51.33万 | 减仓 |
| PRME | PRIME MEDICINE INC | $160.89万 | 0.72% | 462,340 | 235,340 | 103.7% | $81.90万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $155.62万 | 0.69% | 11,839 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $154.18万 | 0.69% | 11,680 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $146.05万 | 0.65% | 37,950 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $143.19万 | 0.64% | 39,150 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $142.68万 | 0.63% | 25,000 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $126.49万 | 0.56% | 11,685 | -6,456 | -35.6% | -$69.89万 | 减仓 |
| — | COTERRA ENERGY INC | $126.16万 | 0.56% | 35,902 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $125.22万 | 0.56% | 12,810 | -50 | -0.4% | -$4,888 | 减仓 |
| MO | ALTRIA GROUP INC | $112.04万 | 0.50% | 16,710 | 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 |
| WEC | WEC ENERGY GROUP INC | $100.40万 | 0.45% | 8,672 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $97.50万 | 0.43% | 20,000 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $89.71万 | 0.40% | 1,315 | -15 | -1.1% | -$1.02万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $87.67万 | 0.39% | 19,383 | -3,620 | -15.7% | -$16.37万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $85.58万 | 0.38% | 10,100 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $85.57万 | 0.38% | 4,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $83.94万 | 0.37% | 6,518 | 700 | 12.0% | $9.01万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $81.54万 | 0.36% | 15,300 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $78.08万 | 0.35% | 2,275 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $73.56万 | 0.33% | 24,850 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $64.48万 | 0.29% | 97,250 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $64.16万 | 0.29% | 3,800 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $63.47万 | 0.28% | 8,434 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $57.77万 | 0.26% | 41,000 | 41,000 | — | $57.77万 | 新建仓 |
| OII | OCEANEERING INTL INC | $56.75万 | 0.25% | 16,000 | 16,000 | — | $56.75万 | 新建仓 |
| CTVA | CORTEVA INC | $56.50万 | 0.25% | 6,750 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $56.16万 | 0.25% | 20,000 | 20,000 | — | $56.16万 | 新建仓 |
| ABNB | AIRBNB INC | $55.39万 | 0.25% | 4,386 | -1,040 | -19.2% | -$13.13万 | 减仓 |
| WMB | WILLIAMS COS INC | $54.67万 | 0.24% | 7,512 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $54.43万 | 0.24% | 3,500 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $53.71万 | 0.24% | 3,715 | -565 | -13.2% | -$8.17万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $52.28万 | 0.23% | 5,189 | 430 | 9.0% | $4.33万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $52.20万 | 0.23% | 1,797 | -50 | -2.7% | -$1.45万 | 减仓 |
| GSK | GSK PLC | $52.10万 | 0.23% | 9,360 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $49.86万 | 0.22% | 2,057 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $49.77万 | 0.22% | 3,801 | 1,000 | 35.7% | $13.09万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $47.83万 | 0.21% | 8,755 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $46.88万 | 0.21% | 5,500 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $45.70万 | 0.20% | 4,920 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $45.49万 | 0.20% | 9,061 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $43.03万 | 0.19% | 1,000 | -600 | -37.5% | -$25.82万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $42.91万 | 0.19% | 710 | -20 | -2.7% | -$1.21万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $42.62万 | 0.19% | 7,250 | -1,700 | -19.0% | -$9.99万 | 减仓 |
| PSX | PHILLIPS 66 | $41.63万 | 0.19% | 2,285 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $40.95万 | 0.18% | 1,392 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.68万 | 0.18% | 849 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $38.04万 | 0.17% | 11,344 | -5,451 | -32.5% | -$18.28万 | 减仓 |
| CACI | CACI INTL INC | $37.80万 | 0.17% | 695 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $34.40万 | 0.15% | 2,840 | -420 | -12.9% | -$5.09万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.09万 | 0.15% | 922 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $33.04万 | 0.15% | 1,660 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $32.28万 | 0.14% | 351 | -30 | -7.9% | -$2.76万 | 减仓 |
| FNV | FRANCO NEV CORP | $32.12万 | 0.14% | 1,300 | -578 | -30.8% | -$14.28万 | 减仓 |
| EBAY | EBAY INC. | $30.90万 | 0.14% | 3,395 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $30.69万 | 0.14% | 17,799 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $29.13万 | 0.13% | 22,200 | 22,000 | 11,000.0% | $28.86万 | 加仓 |
| SOBO | SOUTH BOW CORP | $29.12万 | 0.13% | 8,630 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $26.68万 | 0.12% | 2,764 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $26.47万 | 0.12% | 3,457 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $25.06万 | 0.11% | 2,600 | -95 | -3.5% | -$9,157 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $24.84万 | 0.11% | 1,895 | 690 | 57.3% | $9.04万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $24.53万 | 0.11% | 3,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $24.07万 | 0.11% | 1,550 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $23.42万 | 0.10% | 1,960 | -135 | -6.4% | -$1.61万 | 减仓 |
| AVA | AVISTA CORP | $22.48万 | 0.10% | 5,600 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $20.77万 | 0.09% | 780 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $19.89万 | 0.09% | 305 | 0 | 0.0% | — | 不变 |