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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $21.95万 | 0.04% | 224 | -58 | -20.6% | -$5.68万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $21.41万 | 0.03% | 2,325 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $21.24万 | 0.03% | 2,162 | 232 | 12.0% | $2.28万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $20.88万 | 0.03% | 2,301 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $20.35万 | 0.03% | 819 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $20.24万 | 0.03% | 1,712 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $20.16万 | 0.03% | 1,408 | 1,408 | — | $20.16万 | 新建仓 |
| ABEV | AMBEV SA | $10.99万 | 0.02% | 35,000 | 0 | 0.0% | — | 不变 |
| EVTL | VERTICAL AEROSPACE LTD | $2.88万 | 0.00% | 16,556 | 0 | 0.0% | — | 不变 |
| — | AMERICAN RES CORP | $2.15万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -6,302 | -100.0% | -$69.01万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,032 | -100.0% | -$45.92万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -7,054 | -100.0% | -$35.48万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -3,164 | -100.0% | -$31.41万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,935 | -100.0% | -$30.49万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -3,427 | -100.0% | -$25.79万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -6,178 | -100.0% | -$25.69万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -5,706 | -100.0% | -$20.48万 | 清仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$1.87万 | 清仓 |