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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $85.64万 | 0.14% | 714 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $82.19万 | 0.13% | 4,097 | 1,676 | 69.2% | $33.62万 | 加仓 |
| EFA | ISHARES TR | $80.43万 | 0.13% | 7,743 | -97 | -1.2% | -$1.01万 | 减仓 |
| ASML | ASML HLDG NV | $78.38万 | 0.13% | 394 | 5 | 1.3% | $9,947 | 加仓 |
| TECK | TECK RESOURCES LTD | $77.53万 | 0.12% | 13,039 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $75.30万 | 0.12% | 2,058 | -147 | -6.7% | -$5.38万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.12% | 1 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $71.77万 | 0.11% | 7,900 | 1,332 | 20.3% | $12.10万 | 加仓 |
| VGT | VANGUARD WORLD FD | $71.73万 | 0.11% | 6,002 | 2 | 0.0% | $239 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $70.81万 | 0.11% | 15,789 | -464 | -2.9% | -$2.08万 | 减仓 |
| PPLI | PEOPLE INC | $70.44万 | 0.11% | 15,260 | 91 | 0.6% | $4,201 | 加仓 |
| CMCSA | COMCAST CORP NEW | $69.92万 | 0.11% | 28,480 | 1,903 | 7.2% | $4.67万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $66.36万 | 0.11% | 24,891 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $65.36万 | 0.10% | 3,436 | 0 | 0.0% | — | 不变 |
| — | SOURCE CAPITAL | $65.24万 | 0.10% | 14,191 | -1,505 | -9.6% | -$6.92万 | 减仓 |
| LEN | LENNAR CORP | $64.50万 | 0.10% | 7,128 | 1,345 | 23.3% | $12.17万 | 加仓 |
| DIS | DISNEY WALT CO | $64.37万 | 0.10% | 6,688 | -3,610 | -35.1% | -$34.75万 | 减仓 |
| C | CITIGROUP INC | $64.10万 | 0.10% | 4,580 | -2 | -0.0% | -$280 | 减仓 |
| MS | MORGAN STANLEY | $63.86万 | 0.10% | 3,055 | 3,055 | — | $63.86万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $61.89万 | 0.10% | 7,516 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $61.03万 | 0.10% | 1,633 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $60.76万 | 0.10% | 1,046 | 67 | 6.8% | $3.89万 | 重新持有 |
| SHEL | SHELL PLC | $58.69万 | 0.09% | 7,568 | -988 | -11.5% | -$7.66万 | 减仓 |
| BX | BLACKSTONE INC | $58.47万 | 0.09% | 4,969 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $57.99万 | 0.09% | 12,789 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $54.75万 | 0.09% | 2,797 | 55 | 2.0% | $1.08万 | 加仓 |
| VB | VANGUARD INDEX FDS | $53.20万 | 0.09% | 1,755 | 186 | 11.9% | $5.64万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $52.57万 | 0.08% | 2,838 | -23 | -0.8% | -$4,260 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $52.27万 | 0.08% | 2,334 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $50.46万 | 0.08% | 3,098 | 91 | 3.0% | $1.48万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $50.45万 | 0.08% | 4,302 | 0 | 0.0% | — | 不变 |
| QLTY | GMO ETF TRUST | $50.02万 | 0.08% | 12,018 | 2,239 | 22.9% | $9.32万 | 加仓 |
| MRK | MERCK & CO INC | $49.38万 | 0.08% | 3,843 | -480 | -11.1% | -$6.17万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.96万 | 0.08% | 2,069 | 38 | 1.9% | $8,992 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $48.10万 | 0.08% | 6,009 | 1,938 | 47.6% | $15.51万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $47.39万 | 0.08% | 2,999 | 298 | 11.0% | $4.71万 | 加仓 |
| IWF | ISHARES TR | $45.82万 | 0.07% | 3,690 | 122 | 3.4% | $1.51万 | 加仓 |
| WAT | WATERS CORP | $44.67万 | 0.07% | 1,191 | -181 | -13.2% | -$6.79万 | 减仓 |
| RY | ROYAL BK CDA | $44.42万 | 0.07% | 2,146 | -285 | -11.7% | -$5.90万 | 减仓 |
| MCD | MCDONALDS CORP | $44.37万 | 0.07% | 1,641 | 1 | 0.1% | $270 | 加仓 |
| KF | KOREA FD INC | $42.52万 | 0.07% | 5,654 | -6,070 | -51.8% | -$45.65万 | 减仓 |
| B | BARRICK MNG CORP | $41.41万 | 0.07% | 11,273 | -100 | -0.9% | -$3,673 | 减仓 |
| FISV | FISERV INC | $40.68万 | 0.07% | 8,294 | 1,628 | 24.4% | $7.99万 | 加仓 |
| VDE | VANGUARD WORLD FD | $40.52万 | 0.06% | 2,699 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $40.05万 | 0.06% | 4,601 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $40.03万 | 0.06% | 3,535 | 41 | 1.2% | $4,643 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $39.94万 | 0.06% | 2,762 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $39.62万 | 0.06% | 1,343 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $39.48万 | 0.06% | 6,976 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.93万 | 0.06% | 3,337 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $37.71万 | 0.06% | 1,261 | -119 | -8.6% | -$3.56万 | 减仓 |
| MUB | ISHARES TR | $37.56万 | 0.06% | 3,490 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $37.22万 | 0.06% | 731 | 2 | 0.3% | $1,018 | 加仓 |
| RSG | REPUBLIC SVCS INC | $37.10万 | 0.06% | 1,741 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $36.97万 | 0.06% | 1,803 | 973 | 117.2% | $19.95万 | 加仓 |
| TXN | TEXAS INSTRS INC | $36.75万 | 0.06% | 1,233 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $36.14万 | 0.06% | 5,710 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $36.09万 | 0.06% | 3,161 | 3,161 | — | $36.09万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $35.42万 | 0.06% | 678 | -20 | -2.9% | -$1.04万 | 减仓 |
| ORCL | ORACLE CORP | $34.90万 | 0.06% | 2,381 | -1,005 | -29.7% | -$14.73万 | 减仓 |
| CCJ | CAMECO CORP | $34.65万 | 0.06% | 3,402 | 402 | 13.4% | $4.09万 | 加仓 |
| IVW | ISHARES TR | $34.40万 | 0.06% | 2,501 | -333 | -11.8% | -$4.58万 | 减仓 |
| CSCO | CISCO SYS INC | $34.11万 | 0.05% | 2,904 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $33.63万 | 0.05% | 2,788 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $33.53万 | 0.05% | 4,304 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $33.37万 | 0.05% | 284 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $32.83万 | 0.05% | 4,799 | -1,192 | -19.9% | -$8.15万 | 减仓 |
| IYJ | ISHARES TR | $32.60万 | 0.05% | 1,956 | -95 | -4.6% | -$1.58万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $30.90万 | 0.05% | 2,370 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $30.53万 | 0.05% | 4,363 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $30.13万 | 0.05% | 1,879 | 275 | 17.1% | $4.41万 | 加仓 |
| HDV | ISHARES TR | $29.82万 | 0.05% | 10,880 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $29.76万 | 0.05% | 2,711 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $29.66万 | 0.05% | 1,241 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $29.43万 | 0.05% | 407 | 407 | — | $29.43万 | 新建仓 |
| CACC | CREDIT ACCEP CORP MICH | $29.42万 | 0.05% | 462 | 462 | — | $29.42万 | 新建仓 |
| IDV | ISHARES TR | $29.08万 | 0.05% | 7,018 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.23万 | 0.05% | 563 | -86 | -13.3% | -$4.31万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $28.09万 | 0.04% | 1,975 | -31 | -1.5% | -$4,409 | 减仓 |
| HCA | HCA HEALTHCARE INC | $27.82万 | 0.04% | 714 | 714 | — | $27.82万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $27.29万 | 0.04% | 5,369 | -193 | -3.5% | -$9,810 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $27.21万 | 0.04% | 1,548 | -134 | -8.0% | -$2.36万 | 减仓 |
| IJH | ISHARES TR | $27.14万 | 0.04% | 3,520 | 0 | 0.0% | — | 不变 |
| BNO | UNITED STS BRENT OIL FD LP | $25.66万 | 0.04% | 6,305 | 6,305 | — | $25.66万 | 新建仓 |
| DVY | ISHARES TR | $25.63万 | 0.04% | 1,640 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $25.63万 | 0.04% | 2,182 | -141 | -6.1% | -$1.66万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $25.58万 | 0.04% | 2,914 | -214 | -6.8% | -$1.88万 | 减仓 |
| AOA | ISHARES TR | $25.17万 | 0.04% | 2,579 | 60 | 2.4% | $5,856 | 加仓 |
| UNP | UNION PAC CORP | $25.00万 | 0.04% | 919 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $24.60万 | 0.04% | 1,624 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $24.45万 | 0.04% | 2,210 | 7 | 0.3% | $775 | 加仓 |
| ADI | ANALOG DEVICES INC | $23.95万 | 0.04% | 603 | 603 | — | $23.95万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $23.30万 | 0.04% | 2,347 | 2,347 | — | $23.30万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.00万 | 0.04% | 6,257 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.81万 | 0.04% | 2,810 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $22.53万 | 0.04% | 3,261 | 1 | 0.0% | $69 | 加仓 |
| PEP | PEPSICO INC | $22.37万 | 0.04% | 1,652 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $22.26万 | 0.04% | 554 | 554 | — | $22.26万 | 新建仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $22.18万 | 0.04% | 5,075 | 5,075 | — | $22.18万 | 新建仓 |
| IYW | ISHARES TR | $22.07万 | 0.04% | 875 | 875 | — | $22.07万 | 新建仓 |