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 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS | $643.56万 | 1.03% | 26,485 | 158 | 0.6% | $3.84万 | 加仓 |
| — | EXXON MOBIL CORP | $652.77万 | 1.04% | 47,745 | -434 | -0.9% | -$5.93万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $712.17万 | 1.14% | 17,135 | 49 | 0.3% | $2.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $721.90万 | 1.15% | 19,353 | -90 | -0.5% | -$3.36万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $798.36万 | 1.28% | 194,248 | 10,049 | 5.5% | $41.30万 | 加仓 |
| GVLU | TIDAL TRUST I | $838.78万 | 1.34% | 317,776 | 17,136 | 5.7% | $45.23万 | 加仓 |
| GOOGL | ALPHABET INC | $895.72万 | 1.43% | 25,064 | -426 | -1.7% | -$15.22万 | 减仓 |
| META | META PLATFORMS INC | $1,184.84万 | 1.90% | 21,034 | 35 | 0.2% | $1.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,208.31万 | 1.93% | 36,914 | -320 | -0.9% | -$10.47万 | 减仓 |
| AMZN | AMAZON COM INC | $1,536.32万 | 2.46% | 64,459 | 1,399 | 2.2% | $33.34万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,714.38万 | 2.74% | 50,684 | -3,047 | -5.7% | -$103.06万 | 减仓 |
| BN | BROOKFIELD CORP | $1,897.11万 | 3.03% | 445,436 | 3,669 | 0.8% | $15.63万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,121.79万 | 3.39% | 422,416 | 55,514 | 15.1% | $278.85万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,613.49万 | 4.18% | 346,112 | 518 | 0.1% | $3.91万 | 加仓 |
| AAPL | APPLE INC | $2,653.39万 | 4.24% | 91,699 | 166 | 0.2% | $4.80万 | 加仓 |
| GOOG | ALPHABET INC | $3,937.64万 | 6.30% | 111,444 | 4,950 | 4.6% | $174.90万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4,902.42万 | 7.84% | 921,681 | 29,664 | 3.3% | $157.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,661.42万 | 9.06% | 113,140 | 1,142 | 1.0% | $57.14万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $6,443.68万 | 10.31% | 1,107,162 | 46,122 | 4.3% | $268.43万 | 加仓 |