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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -2,273 | -100.0% | -$79.55万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -995 | -100.0% | -$24.11万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,555 | -100.0% | -$23.97万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,553 | -100.0% | -$23.87万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -917 | -100.0% | -$23.01万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -450 | -100.0% | -$22.99万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UDR | UDR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $24.41万 | 0.07% | 423 | 0 | 0.0% | — | 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 | 175 | 9.7% | $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 | 182 | 3.0% | $8,032 | 加仓 |
| GE | GE AEROSPACE | $27.67万 | 0.08% | 975 | 5 | 0.5% | $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 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $31.47万 | 0.10% | 3,955 | 701 | 21.5% | $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 | 117 | 3.5% | $1.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $33.63万 | 0.10% | 770 | 3 | 0.4% | $1,310 | 加仓 |
| WFC | WELLS FARGO & CO | $33.87万 | 0.10% | 4,254 | 14 | 0.3% | $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 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $36.77万 | 0.11% | 1,767 | 306 | 20.9% | $6.37万 | 加仓 |
| WM | WASTE MGMT INC DEL | $37.78万 | 0.12% | 1,644 | 365 | 28.5% | $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 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $40.73万 | 0.13% | 1,531 | 97 | 6.8% | $2.58万 | 加仓 |
| MMM | 3M CO | $42.12万 | 0.13% | 2,900 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 90 | 6.6% | $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 | 0 | 0.0% | — | 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 | 360 | 7.6% | $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 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $59.24万 | 0.18% | 2,065 | 180 | 9.5% | $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 | 778 | 14.8% | $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 | 69 | 11.5% | $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 | 72 | 0.3% | $2,087 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.71万 | 0.21% | 2,876 | 5 | 0.2% | $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 | 8 | 0.2% | $1,323 | 加仓 |
| PEP | PEPSICO INC | $77.21万 | 0.24% | 4,972 | 120 | 2.5% | $1.86万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $79.42万 | 0.24% | 30,975 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $81.45万 | 0.25% | 1,643 | 6 | 0.4% | $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 | 71 | 4.6% | $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 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $103.76万 | 0.32% | 2,791 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $107.06万 | 0.33% | 35,100 | 1,215 | 3.6% | $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 | 50 | 2.1% | $2.30万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $115.67万 | 0.36% | 2,315 | -132 | -5.4% | -$6.60万 | 减仓 |