13F 机构持仓

Chesapeake Wealth Management

WILLIAMSBURG VA · SEC CIK 0001730383

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.6%
XLK 4.2%
AAPL 3.6%
VCSH 3.4%
IVV 3.3%
SCHF 3.2%
MSFT 3.0%
NVDA 2.7%
LQD 2.5%
IWR 2.2%

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
MO ALTRIA GROUP INC $00.00%0 -3,575-100.0% -$23.59万 清仓
— HONEYWELL INTL INC $00.00%0 -1,042-100.0% -$23.55万 清仓
IAU ISHARES GOLD TR $00.00%0 -2,443-100.0% -$21.54万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -347-100.0% -$20.97万 清仓
VIG VANGUARD SPECIALIZED FUNDS $00.00%0 -965-100.0% -$20.75万 清仓
MDY STATE STR SPDR S&P MIDCAP 40 $20.05万0.06%285 285— $20.05万 新建仓
DOV DOVER CORP $20.39万0.06%909 909— $20.39万 新建仓
MGK VANGUARD WORLD FD $20.44万0.06%2,325 2,325— $20.44万 新建仓
CTAS CINTAS CORP $20.83万0.06%1,225 -17-1.4% -$2,891 减仓
VONG VANGUARD SCOTTSDALE FDS $20.90万0.06%1,635 1,635— $20.90万 新建仓
IYJ ISHARES TR $21.01万0.06%1,261 -674-34.8% -$11.23万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $21.40万0.06%2,637 -51-1.9% -$4,139 减仓
PGR PROGRESSIVE CORP $21.60万0.06%989 -57-5.4% -$1.25万 减仓
VOOG VANGUARD ADMIRAL FDS INC $21.81万0.06%2,640 2,640— $21.81万 新建仓
BA BOEING CO $22.04万0.06%1,018 181.8% $3,896 重新持有
AMD ADVANCED MICRO DEVICES INC $22.71万0.06%391 391— $22.71万 新建仓
UDR UDR INC $23.37万0.07%5,855 -2-0.0% -$80 重新持有
AMP AMERIPRISE FINL INC $23.40万0.07%510 -70-12.1% -$3.21万 减仓
IYC ISHARES TR $23.72万0.07%2,346 -645-21.6% -$6.52万 减仓
ECG EVERUS CONSTR GROUP $24.38万0.07%1,469 1,469— $24.38万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $24.55万0.07%2,931 2,931— $24.55万 新建仓
LNT ALLIANT ENERGY CORP $24.57万0.07%3,220 00.0% — 不变
AEE AMEREN CORP $24.99万0.07%2,211 2,211— $24.99万 新建仓
IEFA ISHARES TR $25.62万0.07%2,653 1355.4% $1.30万 加仓
WM WASTE MGMT INC DEL $26.61万0.07%1,194 -450-27.4% -$10.03万 减仓
HYG ISHARES TR $27.44万0.08%3,431 -524-13.2% -$4.19万 减仓
— TIDAL TRUST III $27.56万0.08%4,532 00.0% — 不变
ALL ALLSTATE CORP $28.17万0.08%1,184 -90-7.1% -$2.14万 减仓
DIS DISNEY WALT CO $28.53万0.08%2,964 -459-13.4% -$4.42万 减仓
VTV VANGUARD INDEX FDS $28.59万0.08%1,312 1,312— $28.59万 新建仓
GS GOLDMAN SACHS GROUP INC $28.72万0.08%284 -9-3.1% -$9,102 减仓
IVE ISHARES TR $28.84万0.08%1,270 -43-3.3% -$9,764 减仓
IWF ISHARES TR $29.75万0.08%2,396 22010.1% $2.73万 加仓
ESGU ISHARES TR $30.52万0.09%1,865 00.0% — 不变
IVW ISHARES TR $31.08万0.09%2,260 -81-3.5% -$1.11万 减仓
QQQ INVESCO QQQ TR $31.15万0.09%423 00.0% — 不变
GILD GILEAD SCIENCES INC $31.29万0.09%2,477 -428-14.7% -$5.41万 减仓
CL COLGATE PALMOLIVE CO $32.08万0.09%3,499 -579-14.2% -$5.31万 减仓
AOR ISHARES TR $34.40万0.10%4,950 3006.5% $2.08万 加仓
CRM SALESFORCE INC $35.37万0.10%2,258 53431.0% $8.37万 加仓
AZO AUTOZONE INC $35.79万0.10%112 -7-5.9% -$2.24万 减仓
BMY BRISTOL-MYERS SQUIBB CO $36.10万0.10%6,265 -103-1.6% -$5,935 减仓
WFC WELLS FARGO & CO $36.86万0.10%4,460 2064.8% $1.70万 加仓
GLW CORNING INC $37.65万0.11%1,474 -1-0.1% -$255 减仓
GE GE AEROSPACE $37.82万0.11%1,012 373.8% $1.38万 加仓
DUK DUKE ENERGY CORP NEW $38.19万0.11%3,017 1,04052.6% $13.16万 加仓
ABT ABBOTT LABORATORIES $39.68万0.11%4,373 -482-9.9% -$4.37万 减仓
APH AMPHENOL CORP $40.27万0.11%2,284 2,284— $40.27万 新建仓
IWB ISHARES TR $40.95万0.11%1,000 00.0% — 不变
GEV GE VERNOVA INC $41.00万0.12%349 11247.3% $13.16万 加仓
PH PARKER-HANNIFIN CORP $43.13万0.12%441 441— $43.13万 新建仓
PNC PNC FINL SVCS GROUP INC $43.51万0.12%1,767 00.0% — 不变
ECL ECOLAB INC $43.57万0.12%1,564 332.2% $9,194 加仓
ACN ACCENTURE PLC IRELAND $44.23万0.12%3,554 -2,862-44.6% -$35.61万 减仓
LOW LOWES COS INC $44.69万0.13%2,027 331.7% $7,276 加仓
ICE INTERCONTINENTAL EXCHANGE IN $45.00万0.13%3,655 00.0% — 不变
PLD PROLOGIS INC. $45.90万0.13%3,388 -153-4.3% -$2.07万 减仓
MMM 3M CO $46.95万0.13%2,900 00.0% — 不变
V VISA INC $48.20万0.14%1,405 80.6% $2,745 加仓
AFL AFLAC INC $48.80万0.14%4,162 -172-4.0% -$2.02万 减仓
VUG VANGUARD INDEX FDS $49.42万0.14%5,737 1,11724.2% $9.62万 加仓
MPC MARATHON PETE CORP $49.57万0.14%1,939 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $50.33万0.14%1,861 -10-0.5% -$2,705 减仓
SNPS SYNOPSYS INC $50.54万0.14%1,133 -24-2.1% -$1.07万 减仓
SYK STRYKER CORPORATION $52.42万0.15%1,665 21815.1% $6.86万 加仓
SHV ISHARES TR $52.58万0.15%4,765 -399-7.7% -$4.40万 减仓
COST COSTCO WHOLESALE CORPORATION $55.38万0.16%592 -78-11.6% -$7.30万 减仓
AMAT APPLIED MATLS INC $56.18万0.16%777 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $57.60万0.16%13,604 -321-2.3% -$1.36万 减仓
MUB ISHARES TR $58.49万0.16%5,435 3256.4% $3.50万 加仓
PSA PUBLIC STORAGE $61.34万0.17%1,927 -28-1.4% -$8,913 减仓
T AT&T INC $62.26万0.17%30,078 6,05625.2% $12.54万 加仓
VXUS VANGUARD STAR FDS $62.77万0.18%7,342 1021.4% $8,720 加仓
D DOMINION ENERGY INC $62.90万0.18%9,211 3,93374.5% $26.86万 加仓
XLRE SELECT SECTOR SPDR TR $63.02万0.18%14,312 -1,550-9.8% -$6.82万 减仓
SUB ISHARES TR $64.18万0.18%6,028 00.0% — 不变
PEP PEPSICO INC $66.71万0.19%4,927 -45-0.9% -$6,093 减仓
MRVL MARVELL TECHNOLOGY INC $68.46万0.19%2,298 -87-3.6% -$2.59万 减仓
UNH UNITEDHEALTH GROUP INC $68.66万0.19%1,652 -875-34.6% -$36.37万 减仓
IYF ISHARES TR $70.19万0.20%5,505 -2,617-32.2% -$33.37万 减仓
GOOG ALPHABET INC $70.49万0.20%1,995 -70-3.4% -$2.47万 减仓
COP CONOCOPHILLIPS $70.73万0.20%6,804 -134-1.9% -$1.39万 减仓
IYW ISHARES TR $72.94万0.20%2,892 -484-14.3% -$12.21万 减仓
PM PHILIP MORRIS INTL INC $74.14万0.21%4,098 -350-7.9% -$6.33万 减仓
IBM INTERNATIONAL BUSINESS MACHS $74.83万0.21%2,661 -215-7.5% -$6.05万 减仓
NSC NORFOLK SOUTHN CORP $80.38万0.23%2,555 00.0% — 不变
INTC INTEL CORP $83.78万0.23%6,000 -182-2.9% -$2.54万 减仓
BLK BLACKROCK INC $84.91万0.24%883 -27-3.0% -$2.60万 减仓
LIN LINDE PLC $86.35万0.24%1,664 211.3% $1.09万 加仓
SO SOUTHERN CO $87.05万0.24%9,095 840.9% $8,040 加仓
GLD SPDR GOLD TR $88.52万0.25%2,403 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $89.45万0.25%30,395 -580-1.9% -$1.71万 减仓
VNQ VANGUARD INDEX FDS $93.94万0.26%9,742 -19-0.2% -$1,832 减仓
XLB SELECT SECTOR SPDR TR $96.38万0.27%18,962 -276-1.4% -$1.40万 减仓
VLO VALERO ENERGY CORP $97.95万0.27%3,761 -109-2.8% -$2.84万 减仓
EEM ISHARES TR $98.74万0.28%14,434 -1,013-6.6% -$6.93万 减仓
XLU SELECT SECTOR SPDR TR $101.70万0.29%22,431 -75-0.3% -$3,400 减仓
ISRG INTUITIVE SURGICAL INC $104.19万0.29%2,620 1395.6% $5.53万 加仓
SHW SHERWIN WILLIAMS CO $105.57万0.30%3,066 -1-0.0% -$344 减仓
TMUS T-MOBILE US INC $110.89万0.31%6,611 3816.1% $6.39万 加仓