Chesapeake Wealth Management
WILLIAMSBURG VA · SEC CIK 0001730383
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $117.31万 | 0.36% | 3,334 | -85 | -2.5% | -$2.99万 | 减仓 |
| VGT | VANGUARD WORLD FD | $122.59万 | 0.38% | 1,757 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $127.22万 | 0.39% | 6,416 | -69 | -1.1% | -$1.37万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $127.74万 | 0.39% | 17,347 | 197 | 1.1% | $1.45万 | 加仓 |
| TXN | TEXAS INSTRS INC | $129.30万 | 0.40% | 6,660 | -75 | -1.1% | -$1.46万 | 减仓 |
| TMUS | T-MOBILE US INC | $130.85万 | 0.40% | 6,230 | 188 | 3.1% | $3.95万 | 加仓 |
| BAC | BANK OF AMER CORP | $143.24万 | 0.44% | 29,382 | -1,232 | -4.0% | -$6.01万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $145.78万 | 0.45% | 17,783 | -1,101 | -5.8% | -$9.03万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $147.64万 | 0.45% | 4,602 | -350 | -7.1% | -$11.23万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $153.01万 | 0.47% | 24,977 | -475 | -1.9% | -$2.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $154.87万 | 0.48% | 5,120 | -330 | -6.1% | -$9.98万 | 减仓 |
| UNP | UNION PAC CORP | $155.52万 | 0.48% | 6,410 | -916 | -12.5% | -$22.22万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $157.08万 | 0.48% | 4,551 | -41 | -0.9% | -$1.42万 | 减仓 |
| TDTF | FLEXSHARES TR | $162.23万 | 0.50% | 67,287 | 5,545 | 9.0% | $13.37万 | 加仓 |
| KO | COCA COLA CO | $169.39万 | 0.52% | 22,273 | -35 | -0.2% | -$2,662 | 减仓 |
| MRK | MERCK & CO INC | $177.49万 | 0.54% | 14,755 | 15 | 0.1% | $1,804 | 加仓 |
| TJX | TJX COS INC NEW | $179.57万 | 0.55% | 11,244 | -489 | -4.2% | -$7.81万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $182.01万 | 0.56% | 3,703 | -1 | -0.0% | -$492 | 减仓 |
| CSCO | CISCO SYS INC | $189.64万 | 0.58% | 24,441 | 952 | 4.1% | $7.39万 | 加仓 |
| CAT | CATERPILLAR INC | $199.93万 | 0.61% | 2,822 | -221 | -7.3% | -$15.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $202.64万 | 0.62% | 8,290 | 212 | 2.6% | $5.18万 | 加仓 |
| MS | MORGAN STANLEY | $211.16万 | 0.65% | 12,831 | -817 | -6.0% | -$13.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $214.38万 | 0.66% | 14,842 | -342 | -2.3% | -$4.94万 | 减仓 |
| HD | HOME DEPOT INC | $227.56万 | 0.70% | 6,919 | 85 | 1.2% | $2.80万 | 加仓 |
| RTX | RTX CORPORATION | $233.45万 | 0.72% | 12,102 | -807 | -6.3% | -$15.57万 | 减仓 |
| ORCL | ORACLE CORP | $245.48万 | 0.75% | 16,687 | 2,597 | 18.4% | $38.20万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $259.57万 | 0.80% | 78,778 | 1,577 | 2.0% | $5.20万 | 加仓 |
| — | EXXON MOBIL CORP | $261.53万 | 0.80% | 15,415 | 335 | 2.2% | $5.68万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $265.10万 | 0.81% | 28,542 | 553 | 2.0% | $5.14万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $265.38万 | 0.81% | 18,101 | -820 | -4.3% | -$12.02万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $270.29万 | 0.83% | 24,802 | -868 | -3.4% | -$9.46万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $279.60万 | 0.86% | 9,505 | -300 | -3.1% | -$8.82万 | 减仓 |
| IWM | ISHARES TR | $280.56万 | 0.86% | 11,313 | -657 | -5.5% | -$16.29万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $280.78万 | 0.86% | 17,361 | -1,340 | -7.2% | -$21.67万 | 减仓 |
| META | META PLATFORMS INC | $281.03万 | 0.86% | 4,912 | 178 | 3.8% | $10.18万 | 加仓 |
| WMT | WALMART INC | $285.43万 | 0.88% | 22,967 | -2,115 | -8.4% | -$26.29万 | 减仓 |
| LLY | ELI LILLY & CO | $288.99万 | 0.89% | 3,142 | -161 | -4.9% | -$14.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $303.57万 | 0.93% | 6,335 | -44 | -0.7% | -$2.11万 | 减仓 |
| CVX | CHEVRON CORPORATION | $308.96万 | 0.95% | 14,933 | -399 | -2.6% | -$8.26万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $310.26万 | 0.95% | 62,843 | -3,961 | -5.9% | -$19.56万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $313.05万 | 0.96% | 134,817 | -2,460 | -1.8% | -$5.71万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $326.06万 | 1.00% | 29,412 | -776 | -2.6% | -$8.60万 | 减仓 |
| ABBV | ABBVIE INC | $330.82万 | 1.02% | 15,211 | 176 | 1.2% | $3.83万 | 加仓 |
| MCD | MCDONALDS CORP | $331.74万 | 1.02% | 10,674 | 117 | 1.1% | $3.64万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $336.98万 | 1.03% | 109,837 | 7,399 | 7.2% | $22.70万 | 加仓 |
| IWV | ISHARES TR | $382.54万 | 1.17% | 10,320 | -99 | -1.0% | -$3.67万 | 减仓 |
| AVGO | BROADCOM INC | $417.87万 | 1.28% | 13,501 | -344 | -2.5% | -$10.65万 | 减仓 |
| AMZN | AMAZON COM INC | $421.56万 | 1.29% | 20,241 | -502 | -2.4% | -$10.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $479.04万 | 1.47% | 7,366 | 104 | 1.4% | $6.76万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $481.86万 | 1.48% | 191,976 | -2,206 | -1.1% | -$5.54万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $518.16万 | 1.59% | 178,183 | 445 | 0.3% | $1.29万 | 加仓 |
| USHY | ISHARES TR | $532.59万 | 1.64% | 144,568 | 3,835 | 2.7% | $14.13万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $537.66万 | 1.65% | 184,572 | -2,076 | -1.1% | -$6.05万 | 减仓 |
| DBEF | DBX ETF TR | $561.93万 | 1.73% | 113,752 | 8,007 | 7.6% | $39.55万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $624.20万 | 1.92% | 129,907 | -175 | -0.1% | -$8,409 | 减仓 |
| GOOGL | ALPHABET INC | $651.41万 | 2.00% | 22,653 | -1,687 | -6.9% | -$48.51万 | 减仓 |
| IWR | ISHARES TR | $673.24万 | 2.07% | 69,242 | -972 | -1.4% | -$9.45万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $709.29万 | 2.18% | 316,789 | 10,544 | 3.4% | $23.61万 | 加仓 |
| EFA | ISHARES TR | $723.46万 | 2.22% | 74,484 | -1,115 | -1.5% | -$10.83万 | 减仓 |
| LQD | ISHARES TR | $816.80万 | 2.51% | 74,943 | 1,831 | 2.5% | $19.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $910.05万 | 2.79% | 52,182 | -3,040 | -5.5% | -$53.02万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $997.17万 | 3.06% | 402,899 | 3,293 | 0.8% | $8.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,043.99万 | 3.21% | 28,203 | -219 | -0.8% | -$8.11万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,064.54万 | 3.27% | 80,101 | -1,378 | -1.7% | -$18.31万 | 减仓 |
| IVV | ISHARES TR | $1,076.36万 | 3.30% | 16,478 | 816 | 5.2% | $53.30万 | 加仓 |
| AAPL | APPLE INC | $1,131.32万 | 3.47% | 44,577 | -1,298 | -2.8% | -$32.94万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,135.31万 | 3.49% | 143,221 | 1,368 | 1.0% | $10.84万 | 加仓 |
| AGG | ISHARES TR | $1,925.35万 | 5.91% | 193,951 | 8,441 | 4.6% | $83.79万 | 加仓 |