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 |
|---|---|---|---|---|---|---|---|---|
| ICE | INTERCONTINENTAL EXCHANGE IN | $57.49万 | 0.18% | 3,655 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $57.01万 | 0.18% | 5,164 | 5,164 | — | $57.01万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $55.83万 | 0.17% | 7,240 | -235 | -3.1% | -$1.81万 | 减仓 |
| MUB | ISHARES TR | $54.24万 | 0.17% | 5,110 | 360 | 7.6% | $3.82万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $52.96万 | 0.16% | 1,955 | -6 | -0.3% | -$1,625 | 减仓 |
| KLAC | KLA CORP | $49.91万 | 0.15% | 339 | 339 | — | $49.91万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $49.85万 | 0.15% | 4,855 | -45 | -0.9% | -$4,620 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $48.70万 | 0.15% | 1,871 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $47.55万 | 0.15% | 4,334 | -229 | -5.0% | -$2.51万 | 减仓 |
| SYK | STRYKER CORPORATION | $47.55万 | 0.15% | 1,447 | 90 | 6.6% | $2.96万 | 加仓 |
| MPC | MARATHON PETE CORP | $47.35万 | 0.15% | 1,939 | -36 | -1.8% | -$8,790 | 减仓 |
| LOW | LOWES COS INC | $47.11万 | 0.14% | 1,994 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $46.80万 | 0.14% | 3,541 | -344 | -8.9% | -$4.55万 | 减仓 |
| SNPS | SYNOPSYS INC | $45.87万 | 0.14% | 1,157 | -95 | -7.6% | -$3.77万 | 减仓 |
| V | VISA INC | $42.22万 | 0.13% | 1,397 | -23 | -1.6% | -$6,952 | 减仓 |
| MMM | 3M CO | $42.12万 | 0.13% | 2,900 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $40.73万 | 0.13% | 1,531 | 97 | 6.8% | $2.58万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $40.49万 | 0.12% | 2,905 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $40.20万 | 0.12% | 119 | -3 | -2.5% | -$1.01万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.62万 | 0.12% | 6,368 | -100 | -1.5% | -$6,065 | 减仓 |
| WM | WASTE MGMT INC DEL | $37.78万 | 0.12% | 1,644 | 365 | 28.5% | $8.39万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $36.77万 | 0.11% | 1,767 | 306 | 20.9% | $6.37万 | 加仓 |
| IWB | ISHARES TR | $35.66万 | 0.11% | 1,000 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $34.76万 | 0.11% | 4,078 | -79 | -1.9% | -$6,733 | 减仓 |
| WFC | WELLS FARGO & CO | $33.87万 | 0.10% | 4,254 | 14 | 0.3% | $1,115 | 加仓 |
| VUG | VANGUARD INDEX FDS | $33.63万 | 0.10% | 770 | 3 | 0.4% | $1,310 | 加仓 |
| DIS | DISNEY WALT CO | $32.99万 | 0.10% | 3,423 | 117 | 3.5% | $1.13万 | 加仓 |
| D | DOMINION ENERGY INC | $32.63万 | 0.10% | 5,278 | -23 | -0.4% | -$1,422 | 减仓 |
| CRM | SALESFORCE INC | $32.18万 | 0.10% | 1,724 | 1,724 | — | $32.18万 | 新建仓 |
| HYG | ISHARES TR | $31.47万 | 0.10% | 3,955 | 701 | 21.5% | $5.58万 | 加仓 |
| AOR | ISHARES TR | $29.92万 | 0.09% | 4,650 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $28.99万 | 0.09% | 2,991 | -244 | -7.5% | -$2.36万 | 减仓 |
| IYJ | ISHARES TR | $28.55万 | 0.09% | 1,935 | -115 | -5.6% | -$1.70万 | 减仓 |
| IVE | ISHARES TR | $27.72万 | 0.09% | 1,313 | -52 | -3.8% | -$1.10万 | 减仓 |
| GE | GE AEROSPACE | $27.67万 | 0.08% | 975 | 5 | 0.5% | $1,419 | 加仓 |
| INTC | INTEL CORP | $27.28万 | 0.08% | 6,182 | 182 | 3.0% | $8,032 | 加仓 |
| AMAT | APPLIED MATLS INC | $26.56万 | 0.08% | 777 | -50 | -6.0% | -$1.71万 | 减仓 |
| IVW | ISHARES TR | $26.48万 | 0.08% | 2,341 | -239 | -9.3% | -$2.70万 | 减仓 |
| ALL | ALLSTATE CORP | $26.42万 | 0.08% | 1,274 | -29 | -2.2% | -$6,013 | 减仓 |
| ESGU | ISHARES TR | $26.37万 | 0.08% | 1,865 | -700 | -27.3% | -$9.90万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.89万 | 0.08% | 1,977 | 175 | 9.7% | $2.29万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $25.78万 | 0.08% | 580 | -35 | -5.7% | -$1.56万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.79万 | 0.08% | 293 | -21 | -6.7% | -$1.78万 | 减仓 |
| QQQ | INVESCO QQQ TR | $24.41万 | 0.07% | 423 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $23.62万 | 0.07% | 2,385 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $23.59万 | 0.07% | 3,575 | 3,575 | — | $23.59万 | 新建仓 |
| — | HONEYWELL INTL INC | $23.55万 | 0.07% | 1,042 | -16 | -1.5% | -$3,616 | 减仓 |
| IWF | ISHARES TR | $23.20万 | 0.07% | 544 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $23.11万 | 0.07% | 3,220 | -50 | -1.5% | -$3,588 | 减仓 |
| IEFA | ISHARES TR | $22.80万 | 0.07% | 2,518 | 2,518 | — | $22.80万 | 新建仓 |
| — | TIDAL TRUST III | $21.92万 | 0.07% | 4,532 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.76万 | 0.07% | 2,688 | -175 | -6.1% | -$1.42万 | 减仓 |
| IAU | ISHARES GOLD TR | $21.54万 | 0.07% | 2,443 | 2,443 | — | $21.54万 | 新建仓 |
| CTAS | CINTAS CORP | $21.01万 | 0.06% | 1,242 | -145 | -10.5% | -$2.45万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $20.97万 | 0.06% | 347 | 347 | — | $20.97万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.75万 | 0.06% | 965 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $20.74万 | 0.06% | 1,046 | -39 | -3.6% | -$7,731 | 减仓 |
| GEV | GE VERNOVA INC | $20.69万 | 0.06% | 237 | 237 | — | $20.69万 | 新建仓 |
| GLW | CORNING INC | $20.06万 | 0.06% | 1,475 | 1,475 | — | $20.06万 | 新建仓 |
| 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 |