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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,296.91万 | 9.73% | 79,379 | -1,859 | -2.3% | -$53.79万 | 减仓 |
| GLW | CORNING INC | $1,557.00万 | 6.59% | 60,956 | -985 | -1.6% | -$25.16万 | 减仓 |
| GOOG | ALPHABET INC | $1,364.67万 | 5.78% | 38,623 | -1,130 | -2.8% | -$39.93万 | 减仓 |
| GOOGL | ALPHABET INC | $1,198.85万 | 5.08% | 33,546 | -693 | -2.0% | -$24.77万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,103.34万 | 4.67% | 15,323 | -240 | -1.5% | -$17.28万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $974.25万 | 4.13% | 61,650 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $898.50万 | 3.81% | 65,718 | -525 | -0.8% | -$7.18万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $818.37万 | 3.47% | 52,754 | -245 | -0.5% | -$3.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $738.09万 | 3.13% | 7,890 | -250 | -3.1% | -$23.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $639.56万 | 2.71% | 17,146 | -342 | -2.0% | -$12.76万 | 减仓 |
| CVX | CHEVRON CORPORATION | $554.87万 | 2.35% | 33,474 | -100 | -0.3% | -$1.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $454.71万 | 1.93% | 17,904 | -337 | -1.8% | -$8.56万 | 减仓 |
| SLV | ISHARES SILVER TR | $449.15万 | 1.90% | 84,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $369.90万 | 1.57% | 19,496 | -1,275 | -6.1% | -$24.19万 | 减仓 |
| GE | GE AEROSPACE | $352.80万 | 1.49% | 9,440 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $346.43万 | 1.47% | 35,260 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $337.61万 | 1.43% | 20,852 | -3,040 | -12.7% | -$49.22万 | 重新持有 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $335.22万 | 1.42% | 95,180 | -100 | -0.1% | -$3,522 | 减仓 |
| AMGN | AMGEN INC | $324.24万 | 1.37% | 8,954 | -420 | -4.5% | -$15.21万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $315.99万 | 1.34% | 10,874 | -300 | -2.7% | -$8.72万 | 减仓 |
| HON | HONEYWELL INTL INC | $307.16万 | 1.30% | 13,719 | -14,706 | -51.7% | -$329.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $303.88万 | 1.29% | 15,187 | -1,575 | -9.4% | -$31.51万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $303.17万 | 1.28% | 13,713 | 13,713 | — | $303.17万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $288.92万 | 1.22% | 19,703 | -180 | -0.9% | -$2.64万 | 减仓 |
| TRP | TC ENERGY CORP | $288.71万 | 1.22% | 43,150 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $271.56万 | 1.15% | 27,140 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $250.89万 | 1.06% | 5,000 | -255 | -4.9% | -$12.80万 | 减仓 |
| FLNG | FLEX LNG LTD | $248.61万 | 1.05% | 88,600 | -700 | -0.8% | -$1.96万 | 减仓 |
| AMZN | AMAZON COM INC | $238.24万 | 1.01% | 9,996 | -605 | -5.7% | -$14.42万 | 减仓 |
| EMR | EMERSON ELEC CO | $218.05万 | 0.92% | 15,232 | 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 |
| ET | ENERGY TRANSFER L P | $179.73万 | 0.76% | 94,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $179.29万 | 0.76% | 4,135 | 135 | 3.4% | $5.85万 | 加仓 |
| PRME | PRIME MEDICINE INC | $165.70万 | 0.70% | 449,060 | -13,280 | -2.9% | -$4.90万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $157.74万 | 0.67% | 42,290 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $144.64万 | 0.61% | 39,150 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $142.56万 | 0.60% | 15,711 | -600 | -3.7% | -$5.44万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $141.15万 | 0.60% | 12,710 | -100 | -0.8% | -$1.11万 | 减仓 |
| MPLX | MPLX LP | $140.82万 | 0.60% | 25,000 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $139.03万 | 0.59% | 37,950 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $133.35万 | 0.56% | 11,839 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $125.33万 | 0.53% | 19,928 | 12,678 | 174.9% | $79.73万 | 加仓 |
| COP | CONOCOPHILLIPS | $124.98万 | 0.53% | 12,022 | 342 | 2.9% | $3.56万 | 加仓 |
| QCOM | QUALCOMM INC | $120.45万 | 0.51% | 6,518 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $113.96万 | 0.48% | 20,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $111.78万 | 0.47% | 15,310 | -1,400 | -8.4% | -$10.22万 | 减仓 |
| NEM | NEWMONT CORP | $106.20万 | 0.45% | 11,370 | -315 | -2.7% | -$2.94万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $103.84万 | 0.44% | 25,131 | 24,631 | 4,926.2% | $101.78万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $101.26万 | 0.43% | 8,672 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $96.04万 | 0.41% | 10,100 | 0 | 0.0% | — | 不变 |
| SQQQ | PROSHARES TR | $85.28万 | 0.36% | 23,487 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $80.59万 | 0.34% | 2,275 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $80.14万 | 0.34% | 15,300 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $77.97万 | 0.33% | 18,058 | -1,325 | -6.8% | -$5.72万 | 减仓 |
| — | PROSHARES TR II | $76.09万 | 0.32% | 24,850 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $66.97万 | 0.28% | 1,315 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $66.57万 | 0.28% | 3,500 | -300 | -7.9% | -$5.71万 | 减仓 |
| OII | OCEANEERING INTL INC | $66.25万 | 0.28% | 16,350 | 350 | 2.2% | $1.42万 | 加仓 |
| ABNB | AIRBNB INC | $60.40万 | 0.26% | 4,221 | -165 | -3.8% | -$2.36万 | 减仓 |
| AES | AES CORP | $60.11万 | 0.25% | 41,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.84万 | 0.24% | 2,057 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $57.17万 | 0.24% | 6,750 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $55.84万 | 0.24% | 7,512 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $54.18万 | 0.23% | 5,064 | -125 | -2.4% | -$1.34万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $52.48万 | 0.22% | 1,790 | -7 | -0.4% | -$2,052 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $50.42万 | 0.21% | 5,500 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $49.48万 | 0.21% | 9,360 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $48.53万 | 0.21% | 21,000 | 21,000 | — | $48.53万 | 新建仓 |
| PFE | PFIZER INC | $48.16万 | 0.20% | 20,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $48.11万 | 0.20% | 3,801 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $47.96万 | 0.20% | 8,434 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $45.65万 | 0.19% | 922 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $45.56万 | 0.19% | 1,392 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.48万 | 0.18% | 849 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $42.10万 | 0.18% | 351 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $39.21万 | 0.17% | 8,755 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $38.63万 | 0.16% | 2,285 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $37.94万 | 0.16% | 3,395 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $36.84万 | 0.16% | 1,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.74万 | 0.16% | 2,840 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $36.25万 | 0.15% | 8,561 | -500 | -5.5% | -$2.12万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $36.17万 | 0.15% | 710 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $36.04万 | 0.15% | 3,500 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $35.93万 | 0.15% | 1,660 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $35.87万 | 0.15% | 11,219 | -125 | -1.1% | -$3,996 | 减仓 |
| KVUE | KENVUE INC | $32.23万 | 0.14% | 16,868 | -931 | -5.2% | -$1.78万 | 减仓 |
| CACI | CACI INTL INC | $32.20万 | 0.14% | 695 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $30.78万 | 0.13% | 8,630 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $28.44万 | 0.12% | 3,240 | -1,680 | -34.1% | -$14.75万 | 减仓 |
| KO | COCA COLA CO | $28.28万 | 0.12% | 3,457 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $27.13万 | 0.11% | 235 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $27.10万 | 0.11% | 1,300 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $25.93万 | 0.11% | 1,895 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $25.70万 | 0.11% | 2,188 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $25.11万 | 0.11% | 22,200 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.02万 | 0.11% | 2,614 | -150 | -5.4% | -$1.44万 | 减仓 |
| XYL | XYLEM INC | $23.17万 | 0.10% | 1,960 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $23.15万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $22.91万 | 0.10% | 5,600 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.09万 | 0.09% | 295 | -10 | -3.3% | -$7,487 | 减仓 |