Chemistry Wealth Management LLC
NEW YORK NY · SEC CIK 0001910183
$5.69亿2026Q1 申报市值
204持仓数
55.0%前十大占比 · 第一大 10.9%
12 / 8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
AKRE 新建仓+$4,714.31万
NYM 新建仓+$419.41万
VGSH 加仓+$171.26万
MOH 新建仓+$135.67万
HYMB 加仓+$134.50万
2026Q1 卖出最多 按季末市值估算
ORCL 减仓-$401.61万
VTEB 清仓-$138.45万
PLTR 减仓-$128.21万
GOOGL 减仓-$54.46万
STLA 清仓-$52.47万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $817.41万 | 1.44% | 48,179 | 231 | 0.5% | $3.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,095.26万 | 1.93% | 37,234 | -153 | -0.4% | -$4.50万 | 减仓 |
| META | META PLATFORMS INC | $1,201.43万 | 2.11% | 20,999 | 184 | 0.9% | $10.53万 | 加仓 |
| AMZN | AMAZON COM INC | $1,313.35万 | 2.31% | 63,060 | 3,645 | 6.1% | $75.91万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,625.26万 | 2.86% | 53,731 | 2,198 | 4.3% | $66.49万 | 加仓 |
| BN | BROOKFIELD CORP | $1,787.83万 | 3.14% | 441,767 | 4,147 | 0.9% | $16.78万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,832.68万 | 3.22% | 366,902 | 23,039 | 6.7% | $115.08万 | 加仓 |
| AAPL | APPLE INC | $2,323.01万 | 4.09% | 91,533 | -613 | -0.7% | -$15.56万 | 减仓 |
| IAU | ISHARES GOLD TR | $3,046.76万 | 5.36% | 345,594 | -3,645 | -1.0% | -$32.13万 | 减仓 |
| GOOG | ALPHABET INC | $3,054.90万 | 5.37% | 106,494 | -479 | -0.4% | -$13.74万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4,714.31万 | 8.29% | 892,017 | 892,017 | — | $4,714.31万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,366.94万 | 9.44% | 111,998 | -327 | -0.3% | -$15.67万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $6,211.33万 | 10.92% | 1,061,040 | 29,256 | 2.8% | $171.26万 | 加仓 |