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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $62.77万 | 0.18% | 7,342 | 102 | 1.4% | $8,720 | 加仓 |
| T | AT&T INC | $62.26万 | 0.17% | 30,078 | 6,056 | 25.2% | $12.54万 | 加仓 |
| PSA | PUBLIC STORAGE | $61.34万 | 0.17% | 1,927 | -28 | -1.4% | -$8,913 | 减仓 |
| MUB | ISHARES TR | $58.49万 | 0.16% | 5,435 | 325 | 6.4% | $3.50万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $57.60万 | 0.16% | 13,604 | -321 | -2.3% | -$1.36万 | 减仓 |
| AMAT | APPLIED MATLS INC | $56.18万 | 0.16% | 777 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $55.38万 | 0.16% | 592 | -78 | -11.6% | -$7.30万 | 减仓 |
| SHV | ISHARES TR | $52.58万 | 0.15% | 4,765 | -399 | -7.7% | -$4.40万 | 减仓 |
| SYK | STRYKER CORPORATION | $52.42万 | 0.15% | 1,665 | 218 | 15.1% | $6.86万 | 加仓 |
| SNPS | SYNOPSYS INC | $50.54万 | 0.14% | 1,133 | -24 | -2.1% | -$1.07万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $50.33万 | 0.14% | 1,861 | -10 | -0.5% | -$2,705 | 减仓 |
| MPC | MARATHON PETE CORP | $49.57万 | 0.14% | 1,939 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $49.42万 | 0.14% | 5,737 | 1,117 | 24.2% | $9.62万 | 加仓 |
| AFL | AFLAC INC | $48.80万 | 0.14% | 4,162 | -172 | -4.0% | -$2.02万 | 减仓 |
| V | VISA INC | $48.20万 | 0.14% | 1,405 | 8 | 0.6% | $2,745 | 加仓 |
| MMM | 3M CO | $46.95万 | 0.13% | 2,900 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $45.90万 | 0.13% | 3,388 | -153 | -4.3% | -$2.07万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $45.00万 | 0.13% | 3,655 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $44.69万 | 0.13% | 2,027 | 33 | 1.7% | $7,276 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $44.23万 | 0.12% | 3,554 | -2,862 | -44.6% | -$35.61万 | 减仓 |
| ECL | ECOLAB INC | $43.57万 | 0.12% | 1,564 | 33 | 2.2% | $9,194 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $43.51万 | 0.12% | 1,767 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $43.13万 | 0.12% | 441 | 441 | — | $43.13万 | 新建仓 |
| GEV | GE VERNOVA INC | $41.00万 | 0.12% | 349 | 112 | 47.3% | $13.16万 | 加仓 |
| IWB | ISHARES TR | $40.95万 | 0.11% | 1,000 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $40.27万 | 0.11% | 2,284 | 2,284 | — | $40.27万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $39.68万 | 0.11% | 4,373 | -482 | -9.9% | -$4.37万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $38.19万 | 0.11% | 3,017 | 1,040 | 52.6% | $13.16万 | 加仓 |
| GE | GE AEROSPACE | $37.82万 | 0.11% | 1,012 | 37 | 3.8% | $1.38万 | 加仓 |
| GLW | CORNING INC | $37.65万 | 0.11% | 1,474 | -1 | -0.1% | -$255 | 减仓 |
| WFC | WELLS FARGO & CO | $36.86万 | 0.10% | 4,460 | 206 | 4.8% | $1.70万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $36.10万 | 0.10% | 6,265 | -103 | -1.6% | -$5,935 | 减仓 |
| AZO | AUTOZONE INC | $35.79万 | 0.10% | 112 | -7 | -5.9% | -$2.24万 | 减仓 |
| CRM | SALESFORCE INC | $35.37万 | 0.10% | 2,258 | 534 | 31.0% | $8.37万 | 加仓 |
| AOR | ISHARES TR | $34.40万 | 0.10% | 4,950 | 300 | 6.5% | $2.08万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $32.08万 | 0.09% | 3,499 | -579 | -14.2% | -$5.31万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $31.29万 | 0.09% | 2,477 | -428 | -14.7% | -$5.41万 | 减仓 |
| QQQ | INVESCO QQQ TR | $31.15万 | 0.09% | 423 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $31.08万 | 0.09% | 2,260 | -81 | -3.5% | -$1.11万 | 减仓 |
| ESGU | ISHARES TR | $30.52万 | 0.09% | 1,865 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $29.75万 | 0.08% | 2,396 | 220 | 10.1% | $2.73万 | 加仓 |
| IVE | ISHARES TR | $28.84万 | 0.08% | 1,270 | -43 | -3.3% | -$9,764 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.72万 | 0.08% | 284 | -9 | -3.1% | -$9,102 | 减仓 |
| VTV | VANGUARD INDEX FDS | $28.59万 | 0.08% | 1,312 | 1,312 | — | $28.59万 | 新建仓 |
| DIS | DISNEY WALT CO | $28.53万 | 0.08% | 2,964 | -459 | -13.4% | -$4.42万 | 减仓 |
| ALL | ALLSTATE CORP | $28.17万 | 0.08% | 1,184 | -90 | -7.1% | -$2.14万 | 减仓 |
| — | TIDAL TRUST III | $27.56万 | 0.08% | 4,532 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $27.44万 | 0.08% | 3,431 | -524 | -13.2% | -$4.19万 | 减仓 |
| WM | WASTE MGMT INC DEL | $26.61万 | 0.07% | 1,194 | -450 | -27.4% | -$10.03万 | 减仓 |
| IEFA | ISHARES TR | $25.62万 | 0.07% | 2,653 | 135 | 5.4% | $1.30万 | 加仓 |
| AEE | AMEREN CORP | $24.99万 | 0.07% | 2,211 | 2,211 | — | $24.99万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $24.57万 | 0.07% | 3,220 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.55万 | 0.07% | 2,931 | 2,931 | — | $24.55万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $24.38万 | 0.07% | 1,469 | 1,469 | — | $24.38万 | 新建仓 |
| IYC | ISHARES TR | $23.72万 | 0.07% | 2,346 | -645 | -21.6% | -$6.52万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $23.40万 | 0.07% | 510 | -70 | -12.1% | -$3.21万 | 减仓 |
| UDR | UDR INC | $23.37万 | 0.07% | 5,855 | -2 | -0.0% | -$80 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $22.71万 | 0.06% | 391 | 391 | — | $22.71万 | 新建仓 |
| BA | BOEING CO | $22.04万 | 0.06% | 1,018 | 18 | 1.8% | $3,896 | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $21.81万 | 0.06% | 2,640 | 2,640 | — | $21.81万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $21.60万 | 0.06% | 989 | -57 | -5.4% | -$1.25万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.40万 | 0.06% | 2,637 | -51 | -1.9% | -$4,139 | 减仓 |
| IYJ | ISHARES TR | $21.01万 | 0.06% | 1,261 | -674 | -34.8% | -$11.23万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $20.90万 | 0.06% | 1,635 | 1,635 | — | $20.90万 | 新建仓 |
| CTAS | CINTAS CORP | $20.83万 | 0.06% | 1,225 | -17 | -1.4% | -$2,891 | 减仓 |
| MGK | VANGUARD WORLD FD | $20.44万 | 0.06% | 2,325 | 2,325 | — | $20.44万 | 新建仓 |
| DOV | DOVER CORP | $20.39万 | 0.06% | 909 | 909 | — | $20.39万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.05万 | 0.06% | 285 | 285 | — | $20.05万 | 新建仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,575 | -100.0% | -$23.59万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,042 | -100.0% | -$23.55万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,443 | -100.0% | -$21.54万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -347 | -100.0% | -$20.97万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -965 | -100.0% | -$20.75万 | 清仓 |