Chesapeake Wealth Management
WILLIAMSBURG VA · SEC CIK 0001730383
$3.57亿2026Q2 申报市值
168持仓数
33.6%前十大占比 · 第一大 5.6%
12 / 5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
KLAC 加仓+$91.33万
VCSH 加仓+$81.24万
AGG 加仓+$80.41万
LQD 加仓+$56.81万
PH 新建仓+$43.13万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$70.67万
GOOGL 减仓-$46.64万
XLK 减仓-$40.77万
IVV 减仓-$40.37万
UNH 减仓-$36.37万
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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | $111.51万 | 0.31% | 3,148 | -107 | -3.3% | -$3.79万 | 减仓 |
| AMGN | AMGEN INC | $115.44万 | 0.32% | 3,188 | -146 | -4.4% | -$5.29万 | 减仓 |
| TSLA | TESLA INC | $120.12万 | 0.34% | 2,856 | 65 | 2.3% | $2.73万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $123.73万 | 0.35% | 2,409 | 94 | 4.1% | $4.83万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $125.62万 | 0.35% | 23,653 | -1,324 | -5.3% | -$7.03万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $125.96万 | 0.35% | 34,164 | -464 | -1.3% | -$1.71万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $126.41万 | 0.35% | 4,350 | -201 | -4.4% | -$5.84万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $127.34万 | 0.36% | 17,347 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $130.73万 | 0.37% | 37,555 | 2,455 | 7.0% | $8.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $135.44万 | 0.38% | 1,972 | 370 | 23.1% | $25.41万 | 加仓 |
| VGT | VANGUARD WORLD FD | $141.39万 | 0.40% | 11,830 | -2,226 | -15.8% | -$26.61万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $149.34万 | 0.42% | 17,978 | 195 | 1.1% | $1.62万 | 加仓 |
| UNP | UNION PAC CORP | $163.44万 | 0.46% | 6,009 | -401 | -6.3% | -$10.91万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $165.11万 | 0.46% | 4,462 | -140 | -3.0% | -$5.18万 | 减仓 |
| TJX | TJX COS INC NEW | $167.54万 | 0.47% | 11,059 | -185 | -1.6% | -$2.80万 | 减仓 |
| BAC | BANK OF AMER CORP | $169.68万 | 0.48% | 29,778 | 396 | 1.3% | $2.26万 | 加仓 |
| KO | COCA COLA CO | $172.03万 | 0.48% | 21,168 | -1,105 | -5.0% | -$8.98万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $172.37万 | 0.48% | 5,096 | -24 | -0.5% | -$8,118 | 减仓 |
| — | EXXON MOBIL CORP | $185.26万 | 0.52% | 13,550 | -1,865 | -12.1% | -$25.50万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $186.76万 | 0.52% | 3,725 | 22 | 0.6% | $1.10万 | 加仓 |
| TXN | TEXAS INSTRS INC | $188.68万 | 0.53% | 6,330 | -330 | -5.0% | -$9.84万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $192.38万 | 0.54% | 7,575 | -715 | -8.6% | -$18.16万 | 减仓 |
| MRK | MERCK & CO INC | $193.06万 | 0.54% | 15,024 | 269 | 1.8% | $3.46万 | 加仓 |
| KLAC | KLA CORP | $193.61万 | 0.54% | 6,417 | 3,027 | 89.3% | $91.33万 | 加仓 |
| TDTF | FLEXSHARES TR | $198.00万 | 0.56% | 83,297 | 16,010 | 23.8% | $38.06万 | 加仓 |
| RTX | RTX CORPORATION | $202.99万 | 0.57% | 10,699 | -1,403 | -11.6% | -$26.62万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $216.09万 | 0.61% | 14,736 | -106 | -0.7% | -$1.55万 | 减仓 |
| ORCL | ORACLE CORP | $229.76万 | 0.64% | 15,678 | -1,009 | -6.0% | -$14.79万 | 减仓 |
| HD | HOME DEPOT INC | $229.77万 | 0.64% | 6,515 | -404 | -5.8% | -$14.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $246.47万 | 0.69% | 14,869 | -64 | -0.4% | -$1.06万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $249.00万 | 0.70% | 28,370 | -172 | -0.6% | -$1.51万 | 减仓 |
| WMT | WALMART INC | $260.01万 | 0.73% | 22,957 | -10 | -0.0% | -$1,133 | 减仓 |
| MS | MORGAN STANLEY | $263.64万 | 0.74% | 12,612 | -219 | -1.7% | -$4.58万 | 减仓 |
| META | META PLATFORMS INC | $265.82万 | 0.75% | 4,719 | -193 | -3.9% | -$10.87万 | 减仓 |
| MCD | MCDONALDS CORP | $277.88万 | 0.78% | 10,280 | -394 | -3.7% | -$10.65万 | 减仓 |
| CAT | CATERPILLAR INC | $282.84万 | 0.79% | 2,656 | -166 | -5.9% | -$17.68万 | 减仓 |
| CSCO | CISCO SYS INC | $291.01万 | 0.82% | 24,775 | 334 | 1.4% | $3.92万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $293.27万 | 0.82% | 80,879 | 2,101 | 2.7% | $7.62万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $295.93万 | 0.83% | 25,233 | 431 | 1.7% | $5.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $300.00万 | 0.84% | 9,165 | -340 | -3.6% | -$11.13万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $302.42万 | 0.85% | 19,061 | 960 | 5.3% | $15.23万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $308.92万 | 0.87% | 133,559 | -1,258 | -0.9% | -$2.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $315.30万 | 0.88% | 6,301 | -34 | -0.5% | -$1.70万 | 减仓 |
| IWM | ISHARES TR | $322.95万 | 0.91% | 10,749 | -564 | -5.0% | -$16.95万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $323.33万 | 0.91% | 30,181 | 769 | 2.6% | $8.24万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $328.60万 | 0.92% | 17,740 | 379 | 2.2% | $7.02万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $349.52万 | 0.98% | 65,197 | 2,354 | 3.7% | $12.62万 | 加仓 |
| ABBV | ABBVIE INC | $361.28万 | 1.01% | 14,357 | -854 | -5.6% | -$21.49万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $363.33万 | 1.02% | 114,578 | 4,741 | 4.3% | $15.03万 | 加仓 |
| LLY | ELI LILLY & CO | $363.55万 | 1.02% | 3,031 | -111 | -3.5% | -$13.31万 | 减仓 |
| IWV | ISHARES TR | $414.20万 | 1.16% | 9,714 | -606 | -5.9% | -$25.84万 | 减仓 |
| AMZN | AMAZON COM INC | $476.82万 | 1.34% | 20,006 | -235 | -1.2% | -$5.60万 | 减仓 |
| AVGO | BROADCOM INC | $486.58万 | 1.36% | 12,881 | -620 | -4.6% | -$23.42万 | 减仓 |
| USHY | ISHARES TR | $548.25万 | 1.54% | 148,097 | 3,529 | 2.4% | $13.06万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $554.55万 | 1.56% | 7,426 | 60 | 0.8% | $4.48万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $557.10万 | 1.56% | 192,369 | 393 | 0.2% | $1.14万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $628.41万 | 1.76% | 185,701 | 1,129 | 0.6% | $3.82万 | 加仓 |
| DBEF | DBX ETF TR | $630.59万 | 1.77% | 115,430 | 1,678 | 1.5% | $9.17万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $645.92万 | 1.81% | 133,371 | 3,464 | 2.7% | $16.78万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $655.29万 | 1.84% | 181,371 | 3,188 | 1.8% | $11.52万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $710.35万 | 1.99% | 318,400 | 1,611 | 0.5% | $3.59万 | 加仓 |
| GOOGL | ALPHABET INC | $762.91万 | 2.14% | 21,348 | -1,305 | -5.8% | -$46.64万 | 减仓 |
| EFA | ISHARES TR | $770.60万 | 2.16% | 74,182 | -302 | -0.4% | -$3.14万 | 减仓 |
| IWR | ISHARES TR | $773.46万 | 2.17% | 70,111 | 869 | 1.3% | $9.59万 | 加仓 |
| LQD | ISHARES TR | $874.22万 | 2.45% | 80,152 | 5,209 | 7.0% | $56.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $973.44万 | 2.73% | 48,650 | -3,532 | -6.8% | -$70.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,062.70万 | 2.98% | 28,489 | 286 | 1.0% | $10.67万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,130.36万 | 3.17% | 408,074 | 5,175 | 1.3% | $14.33万 | 加仓 |
| IVV | ISHARES TR | $1,193.66万 | 3.35% | 15,939 | -539 | -3.3% | -$40.37万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,213.12万 | 3.40% | 153,501 | 10,280 | 7.2% | $81.24万 | 加仓 |
| AAPL | APPLE INC | $1,278.60万 | 3.59% | 44,187 | -390 | -0.9% | -$11.29万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,485.31万 | 4.17% | 77,961 | -2,140 | -2.7% | -$40.77万 | 减仓 |
| AGG | ISHARES TR | $2,000.14万 | 5.61% | 202,075 | 8,124 | 4.2% | $80.41万 | 加仓 |