Chemistry Wealth Management LLC
NEW YORK NY · SEC CIK 0001910183
$6.25亿2026Q2 申报市值
210持仓数
53.6%前十大占比 · 第一大 10.3%
14 / 9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
VTIP 加仓+$278.85万
VGSH 加仓+$268.43万
GOOG 加仓+$174.90万
AKRE 加仓+$157.78万
MELI 新建仓+$135.45万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$900.69万
AXP 减仓-$103.06万
DLTR 清仓-$69.01万
WFC 减仓-$49.15万
HONEYWELL INTL I 清仓-$45.92万
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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $63.86万 | 0.10% | 3,055 | 3,055 | — | $63.86万 | 新建仓 |
| C | CITIGROUP INC | $64.10万 | 0.10% | 4,580 | -2 | -0.0% | -$280 | 减仓 |
| DIS | DISNEY WALT CO | $64.37万 | 0.10% | 6,688 | -3,610 | -35.1% | -$34.75万 | 减仓 |
| LEN | LENNAR CORP | $64.50万 | 0.10% | 7,128 | 1,345 | 23.3% | $12.17万 | 加仓 |
| — | SOURCE CAPITAL | $65.24万 | 0.10% | 14,191 | -1,505 | -9.6% | -$6.92万 | 减仓 |
| IBB | ISHARES TR | $65.36万 | 0.10% | 3,436 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $66.36万 | 0.11% | 24,891 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $69.92万 | 0.11% | 28,480 | 1,903 | 7.2% | $4.67万 | 加仓 |
| PPLI | PEOPLE INC | $70.44万 | 0.11% | 15,260 | 91 | 0.6% | $4,201 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $70.81万 | 0.11% | 15,789 | -464 | -2.9% | -$2.08万 | 减仓 |
| VGT | VANGUARD WORLD FD | $71.73万 | 0.11% | 6,002 | 2 | 0.0% | $239 | 加仓 |
| NICE | NICE LTD | $71.77万 | 0.11% | 7,900 | 1,332 | 20.3% | $12.10万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.12% | 1 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $75.30万 | 0.12% | 2,058 | -147 | -6.7% | -$5.38万 | 减仓 |
| TECK | TECK RESOURCES LTD | $77.53万 | 0.12% | 13,039 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $78.38万 | 0.13% | 394 | 5 | 1.3% | $9,947 | 加仓 |
| EFA | ISHARES TR | $80.43万 | 0.13% | 7,743 | -97 | -1.2% | -$1.01万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $82.19万 | 0.13% | 4,097 | 1,676 | 69.2% | $33.62万 | 加仓 |
| LLY | ELI LILLY & CO | $85.64万 | 0.14% | 714 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $86.85万 | 0.14% | 5,923 | -35 | -0.6% | -$5,132 | 减仓 |
| VO | VANGUARD INDEX FDS | $88.42万 | 0.14% | 10,974 | -1,590 | -12.7% | -$12.81万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $89.03万 | 0.14% | 12,338 | 5,125 | 71.1% | $36.98万 | 加仓 |
| SBUX | STARBUCKS CORP | $91.14万 | 0.15% | 8,919 | 5 | 0.1% | $511 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $91.69万 | 0.15% | 1,920 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $93.21万 | 0.15% | 10,607 | -489 | -4.4% | -$4.30万 | 减仓 |
| RBLX | ROBLOX CORP | $93.89万 | 0.15% | 17,265 | 3,679 | 27.1% | $20.01万 | 加仓 |
| CAT | CATERPILLAR INC | $94.56万 | 0.15% | 888 | -6 | -0.7% | -$6,389 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $94.85万 | 0.15% | 7,705 | 2 | 0.0% | $246 | 加仓 |
| AVGO | BROADCOM INC | $96.48万 | 0.15% | 2,554 | -7 | -0.3% | -$2,644 | 减仓 |
| KO | COCA COLA CO | $97.24万 | 0.16% | 11,965 | -63 | -0.5% | -$5,120 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $98.88万 | 0.16% | 10,187 | 218 | 2.2% | $2.12万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $100.81万 | 0.16% | 23,347 | 12,852 | 122.5% | $55.49万 | 加仓 |
| AMGN | AMGEN INC | $100.89万 | 0.16% | 2,786 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $103.01万 | 0.16% | 6,215 | 682 | 12.3% | $11.30万 | 加仓 |
| GDX | VANECK ETF TRUST | $103.09万 | 0.16% | 13,663 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $103.21万 | 0.17% | 1,378 | -2 | -0.1% | -$1,498 | 减仓 |
| KKR | KKR & CO INC | $103.22万 | 0.17% | 11,246 | 4 | 0.0% | $367 | 加仓 |
| INTC | INTEL CORP | $103.87万 | 0.17% | 7,439 | -1,977 | -21.0% | -$27.61万 | 减仓 |
| EBAY | EBAY INC. | $104.04万 | 0.17% | 9,310 | -1 | -0.0% | -$112 | 减仓 |
| DHR | DANAHER CORP DEL | $104.42万 | 0.17% | 5,482 | -333 | -5.7% | -$6.34万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $115.98万 | 0.19% | 13,848 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $124.07万 | 0.20% | 3,518 | -1,000 | -22.1% | -$35.27万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $124.64万 | 0.20% | 5,858 | 6 | 0.1% | $1,277 | 加仓 |
| BLK | BLACKROCK INC | $125.68万 | 0.20% | 1,307 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $126.77万 | 0.20% | 7,051 | -110 | -1.5% | -$1.98万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $131.48万 | 0.21% | 1,300 | 251 | 23.9% | $25.39万 | 加仓 |
| FEOE | RBB FUND TRUST | $133.78万 | 0.21% | 25,052 | 3,301 | 15.2% | $17.63万 | 加仓 |
| MELI | MERCADOLIBRE INC | $135.45万 | 0.22% | 798 | 798 | — | $135.45万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $137.11万 | 0.22% | 6,939 | -129 | -1.8% | -$2.55万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $138.71万 | 0.22% | 4,409 | -539 | -10.9% | -$16.96万 | 减仓 |
| GLD | SPDR GOLD TR | $140.46万 | 0.22% | 3,813 | 69 | 1.8% | $2.54万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $140.58万 | 0.22% | 14,647 | 300 | 2.1% | $2.88万 | 加仓 |
| ZTS | ZOETIS INC | $141.54万 | 0.23% | 19,696 | 16,437 | 504.4% | $118.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $142.29万 | 0.23% | 23,839 | 40 | 0.2% | $2,388 | 加仓 |
| SHY | ISHARES TR | $142.83万 | 0.23% | 17,395 | 712 | 4.3% | $5.85万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $143.18万 | 0.23% | 10,827 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $145.59万 | 0.23% | 16,901 | 2,921 | 20.9% | $25.16万 | 加仓 |
| WFC | WELLS FARGO & CO | $151.96万 | 0.24% | 18,388 | -5,948 | -24.4% | -$49.15万 | 减仓 |
| IJR | ISHARES TR | $159.20万 | 0.25% | 10,734 | 5 | 0.0% | $742 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $163.42万 | 0.26% | 34,181 | 6,435 | 23.2% | $30.77万 | 加仓 |
| DXJ | WISDOMTREE TR | $164.44万 | 0.26% | 9,477 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $170.70万 | 0.27% | 3,721 | -26 | -0.7% | -$1.19万 | 减仓 |
| NKE | NIKE INC | $173.19万 | 0.28% | 42,191 | -1,275 | -2.9% | -$5.23万 | 减仓 |
| V | VISA INC | $180.88万 | 0.29% | 5,272 | 608 | 13.0% | $20.86万 | 加仓 |
| ABBV | ABBVIE INC | $188.53万 | 0.30% | 7,492 | 760 | 11.3% | $19.12万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $189.10万 | 0.30% | 47,264 | 9,463 | 25.0% | $37.86万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $195.77万 | 0.31% | 10,275 | -156 | -1.5% | -$2.97万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $199.59万 | 0.32% | 25,255 | 263 | 1.1% | $2.08万 | 加仓 |
| CRM | SALESFORCE INC | $206.08万 | 0.33% | 13,155 | 5,063 | 62.6% | $79.32万 | 加仓 |
| RTX | RTX CORPORATION | $206.29万 | 0.33% | 10,873 | 1 | 0.0% | $190 | 加仓 |
| SPGI | S&P GLOBAL INC | $210.81万 | 0.34% | 5,176 | 283 | 5.8% | $11.53万 | 加仓 |
| DE | DEERE & CO | $211.06万 | 0.34% | 3,327 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $227.83万 | 0.36% | 46,908 | 180 | 0.4% | $8,743 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $229.90万 | 0.37% | 14,490 | -66 | -0.5% | -$1.05万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $232.24万 | 0.37% | 3,381 | 409 | 13.8% | $28.09万 | 加仓 |
| TIP | ISHARES TR | $243.66万 | 0.39% | 22,266 | 11,405 | 105.0% | $124.81万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $245.24万 | 0.39% | 4,775 | 28 | 0.6% | $1.44万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $245.79万 | 0.39% | 42,597 | 1,277 | 3.1% | $7.37万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $248.38万 | 0.40% | 36,901 | 484 | 1.3% | $3.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $252.42万 | 0.40% | 3,428 | 360 | 11.7% | $26.51万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $259.87万 | 0.42% | 7,023 | -95 | -1.3% | -$3.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $266.75万 | 0.43% | 3,572 | -109 | -3.0% | -$8.14万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $288.82万 | 0.46% | 3,087 | 8 | 0.3% | $7,485 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $307.50万 | 0.49% | 33,326 | -183 | -0.5% | -$1.69万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $315.42万 | 0.50% | 20,843 | 7,935 | 61.5% | $120.08万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $321.11万 | 0.51% | 4,300 | 4,300 | — | $321.11万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $335.79万 | 0.54% | 18,839 | -11 | -0.1% | -$1,961 | 减仓 |
| NVDA | NVIDIA CORPORATION | $348.17万 | 0.56% | 17,401 | 297 | 1.7% | $5.94万 | 加仓 |
| FEGE | RBB FUND TRUST | $350.44万 | 0.56% | 71,635 | 25,004 | 53.6% | $122.32万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $354.87万 | 0.57% | 15,517 | 5,339 | 52.5% | $122.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $360.25万 | 0.58% | 14,185 | 759 | 5.7% | $19.28万 | 加仓 |
| BAC | BANK OF AMER CORP | $418.62万 | 0.67% | 73,467 | -2,988 | -3.9% | -$17.03万 | 减仓 |
| W | WAYFAIR INC | $419.29万 | 0.67% | 45,368 | 2,534 | 5.9% | $23.42万 | 加仓 |
| ABNB | AIRBNB INC | $421.47万 | 0.67% | 29,453 | 1,065 | 3.8% | $15.24万 | 加仓 |
| NYM | AB ACTIVE ETFS INC | $437.65万 | 0.70% | 174,159 | 6,057 | 3.6% | $15.22万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $459.94万 | 0.74% | 21,105 | 381 | 1.8% | $8.30万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $481.57万 | 0.77% | 4,172 | -7,803 | -65.2% | -$900.69万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $488.96万 | 0.78% | 192,201 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $592.06万 | 0.95% | 15,309 | 3 | 0.0% | $1,160 | 加仓 |
| MKL | MARKEL GROUP INC | $619.89万 | 0.99% | 3,174 | 170 | 5.7% | $33.20万 | 加仓 |