13F 机构持仓

Chesapeake Wealth Management

WILLIAMSBURG VA · SEC CIK 0001730383

2026Q22026Q1 更早 9 个季度 🔒
$3.26亿2026Q1 申报市值
159持仓数
33.2%前十大占比 · 第一大 5.9%
9 / 7新建仓 / 清仓
申报市值走势$3.57亿2026Q2
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

AGG 5.9%
VCSH 3.5%
AAPL 3.5%
IVV 3.3%
XLK 3.3%
MSFT 3.2%
SCHF 3.1%
NVDA 2.8%
LQD 2.5%
EFA 2.2%

2026Q1 买入最多 按季末市值估算

AGG 加仓+$83.79万
SHV 新建仓+$57.01万
IVV 加仓+$53.30万
KLAC 新建仓+$49.91万
DBEF 加仓+$39.55万

2026Q1 卖出最多 按季末市值估算

ADBE 清仓-$79.55万
NVDA 减仓-$53.02万
GOOGL 减仓-$48.51万
UNH 减仓-$35.58万
AAPL 减仓-$32.94万

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
ADBE ADOBE INC $00.00%0 -2,273-100.0% -$79.55万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -995-100.0% -$24.11万 清仓
BX BLACKSTONE INC $00.00%0 -1,555-100.0% -$23.97万 清仓
FISV FISERV INC $00.00%0 -3,553-100.0% -$23.87万 清仓
LH LABCORP HOLDINGS INC $00.00%0 -917-100.0% -$23.01万 清仓
MCO MOODYS CORP $00.00%0 -450-100.0% -$22.99万 清仓
BA BOEING CO $00.00%0 —— — 申报中断
UDR UDR INC $00.00%0 —— — 申报中断
NOW SERVICENOW INC $00.00%0 -1,370-100.0% -$20.99万 清仓
GLW CORNING INC $20.06万0.06%1,475 1,475— $20.06万 新建仓
GEV GE VERNOVA INC $20.69万0.06%237 237— $20.69万 新建仓
PGR PROGRESSIVE CORP $20.74万0.06%1,046 -39-3.6% -$7,731 减仓
VIG VANGUARD SPECIALIZED FUNDS $20.75万0.06%965 00.0% — 不变
LMT LOCKHEED MARTIN CORP $20.97万0.06%347 347— $20.97万 新建仓
CTAS CINTAS CORP $21.01万0.06%1,242 -145-10.5% -$2.45万 减仓
IAU ISHARES GOLD TR $21.54万0.07%2,443 2,443— $21.54万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $21.76万0.07%2,688 -175-6.1% -$1.42万 减仓
— TIDAL TRUST III $21.92万0.07%4,532 00.0% — 不变
IEFA ISHARES TR $22.80万0.07%2,518 2,518— $22.80万 新建仓
LNT ALLIANT ENERGY CORP $23.11万0.07%3,220 -50-1.5% -$3,588 减仓
IWF ISHARES TR $23.20万0.07%544 00.0% — 不变
— HONEYWELL INTL INC $23.55万0.07%1,042 -16-1.5% -$3,616 减仓
MO ALTRIA GROUP INC $23.59万0.07%3,575 3,575— $23.59万 新建仓
MRVL MARVELL TECHNOLOGY INC $23.62万0.07%2,385 00.0% — 不变
QQQ INVESCO QQQ TR $24.41万0.07%423 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $24.79万0.08%293 -21-6.7% -$1.78万 减仓
AMP AMERIPRISE FINL INC $25.78万0.08%580 -35-5.7% -$1.56万 减仓
DUK DUKE ENERGY CORP NEW $25.89万0.08%1,977 1759.7% $2.29万 重新持有
ESGU ISHARES TR $26.37万0.08%1,865 -700-27.3% -$9.90万 减仓
ALL ALLSTATE CORP $26.42万0.08%1,274 -29-2.2% -$6,013 减仓
IVW ISHARES TR $26.48万0.08%2,341 -239-9.3% -$2.70万 减仓
AMAT APPLIED MATLS INC $26.56万0.08%777 -50-6.0% -$1.71万 减仓
INTC INTEL CORP $27.28万0.08%6,182 1823.0% $8,032 加仓
GE GE AEROSPACE $27.67万0.08%975 50.5% $1,419 加仓
IVE ISHARES TR $27.72万0.09%1,313 -52-3.8% -$1.10万 减仓
IYJ ISHARES TR $28.55万0.09%1,935 -115-5.6% -$1.70万 减仓
IYC ISHARES TR $28.99万0.09%2,991 -244-7.5% -$2.36万 减仓
AOR ISHARES TR $29.92万0.09%4,650 00.0% — 不变
HYG ISHARES TR $31.47万0.10%3,955 70121.5% $5.58万 加仓
CRM SALESFORCE INC $32.18万0.10%1,724 1,724— $32.18万 新建仓
D DOMINION ENERGY INC $32.63万0.10%5,278 -23-0.4% -$1,422 减仓
DIS DISNEY WALT CO $32.99万0.10%3,423 1173.5% $1.13万 加仓
VUG VANGUARD INDEX FDS $33.63万0.10%770 30.4% $1,310 加仓
WFC WELLS FARGO & CO $33.87万0.10%4,254 140.3% $1,115 加仓
CL COLGATE PALMOLIVE CO $34.76万0.11%4,078 -79-1.9% -$6,733 减仓
IWB ISHARES TR $35.66万0.11%1,000 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $36.77万0.11%1,767 30620.9% $6.37万 加仓
WM WASTE MGMT INC DEL $37.78万0.12%1,644 36528.5% $8.39万 加仓
BMY BRISTOL-MYERS SQUIBB CO $38.62万0.12%6,368 -100-1.5% -$6,065 减仓
AZO AUTOZONE INC $40.20万0.12%119 -3-2.5% -$1.01万 减仓
GILD GILEAD SCIENCES INC $40.49万0.12%2,905 00.0% — 不变
ECL ECOLAB INC $40.73万0.13%1,531 976.8% $2.58万 加仓
MMM 3M CO $42.12万0.13%2,900 00.0% — 不变
V VISA INC $42.22万0.13%1,397 -23-1.6% -$6,952 减仓
SNPS SYNOPSYS INC $45.87万0.14%1,157 -95-7.6% -$3.77万 减仓
PLD PROLOGIS INC. $46.80万0.14%3,541 -344-8.9% -$4.55万 减仓
LOW LOWES COS INC $47.11万0.14%1,994 00.0% — 不变
MPC MARATHON PETE CORP $47.35万0.15%1,939 -36-1.8% -$8,790 减仓
SYK STRYKER CORPORATION $47.55万0.15%1,447 906.6% $2.96万 加仓
AFL AFLAC INC $47.55万0.15%4,334 -229-5.0% -$2.51万 减仓
ITW ILLINOIS TOOL WKS INC $48.70万0.15%1,871 00.0% — 不变
ABT ABBOTT LABORATORIES $49.85万0.15%4,855 -45-0.9% -$4,620 减仓
KLAC KLA CORP $49.91万0.15%339 339— $49.91万 新建仓
PSA PUBLIC STORAGE OPER CO $52.96万0.16%1,955 -6-0.3% -$1,625 减仓
MUB ISHARES TR $54.24万0.17%5,110 3607.6% $3.82万 加仓
VXUS VANGUARD STAR FDS $55.83万0.17%7,240 -235-3.1% -$1.81万 减仓
SHV ISHARES TR $57.01万0.18%5,164 5,164— $57.01万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $57.49万0.18%3,655 00.0% — 不变
GOOG ALPHABET INC $59.24万0.18%2,065 1809.5% $5.16万 加仓
IYW ISHARES TR $61.25万0.19%3,376 -28-0.8% -$5,080 减仓
SUB ISHARES TR $64.20万0.20%6,028 77814.8% $8.29万 加仓
XLRE SELECT SECTOR SPDR TR $64.76万0.20%15,862 -2,923-15.6% -$11.93万 减仓
COST COSTCO WHOLESALE CORPORATION $66.76万0.20%670 6911.5% $6.88万 加仓
UNH UNITEDHEALTH GROUP INC $68.38万0.21%2,527 -1,315-34.2% -$35.58万 减仓
T AT&T INC $69.64万0.21%24,022 720.3% $2,087 加仓
IBM INTERNATIONAL BUSINESS MACHS $69.71万0.21%2,876 50.2% $1,212 加仓
VZ VERIZON COMMUNICATIONS INC $69.90万0.21%13,925 -400-2.8% -$2.01万 减仓
NSC NORFOLK SOUTHN CORP $73.33万0.23%2,555 -15-0.6% -$4,305 减仓
PM PHILIP MORRIS INTL INC $73.54万0.23%4,448 80.2% $1,323 加仓
PEP PEPSICO INC $77.21万0.24%4,972 1202.5% $1.86万 加仓
SCHX SCHWAB STRATEGIC TR $79.42万0.24%30,975 00.0% — 不变
LIN LINDE PLC $81.45万0.25%1,643 60.4% $2,975 加仓
VNQ VANGUARD INDEX FDS $86.58万0.27%9,761 -17-0.2% -$1,508 减仓
SO SOUTHERN CO $86.97万0.27%9,011 -17-0.2% -$1,641 减仓
BLK BLACKROCK INC $87.52万0.27%910 -44-4.6% -$4.23万 减仓
EEM ISHARES TR $87.72万0.27%15,447 -98-0.6% -$5,565 减仓
COP CONOCOPHILLIPS $91.58万0.28%6,938 -222-3.1% -$2.93万 减仓
IYF ISHARES TR $95.56万0.29%8,122 -692-7.9% -$8.14万 减仓
VLO VALERO ENERGY CORP $95.62万0.29%3,870 -197-4.8% -$4.87万 减仓
VOO VANGUARD INDEX FDS $95.73万0.29%1,602 714.6% $4.24万 加仓
XLB SELECT SECTOR SPDR TR $96.13万0.30%19,238 -1,101-5.4% -$5.50万 减仓
SHW SHERWIN WILLIAMS CO $98.31万0.30%3,067 -29-0.9% -$9,296 减仓
XLU SELECT SECTOR SPDR TR $103.28万0.32%22,506 -764-3.3% -$3.51万 减仓
GLD SPDR GOLD TR $103.40万0.32%2,403 00.0% — 不变
TSLA TESLA INC $103.76万0.32%2,791 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $107.06万0.33%35,100 1,2153.6% $3.71万 加仓
SCHM SCHWAB STRATEGIC TR $107.21万0.33%34,628 -273-0.8% -$8,452 减仓
GD GENERAL DYNAMICS CORP $111.72万0.34%3,255 -80-2.4% -$2.75万 减仓
ISRG INTUITIVE SURGICAL INC $114.37万0.35%2,481 502.1% $2.30万 加仓
MA MASTERCARD INCORPORATED $115.67万0.36%2,315 -132-5.4% -$6.60万 减仓