CHAPMAN FINANCIAL GROUP, LLC
KAILUA HI · SEC CIK 0002056577
$1.50亿2026Q2 申报市值
260持仓数
33.5%前十大占比 · 第一大 5.1%
5 / 10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
UL 加仓+$54.91万
GEHC 新建仓+$25.92万
IAUM 加仓+$21.08万
NLY 加仓+$12.54万
CRM 加仓+$11.86万
2026Q2 卖出最多 按季末市值估算
BJUL 减仓-$54.50万
JEPI 清仓-$31.47万
OKE 清仓-$24.32万
LYB 清仓-$19.94万
GOOG 减仓-$12.37万
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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,553 | -100.0% | -$31.47万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,690 | -100.0% | -$24.32万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -2,475 | -100.0% | -$19.94万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -1,900 | -100.0% | -$10.11万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -147 | -100.0% | -$6.33万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -97 | -100.0% | -$9,770 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -122 | -100.0% | -$6,105 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -29 | -100.0% | -$2,724 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -10 | -100.0% | -$2,625 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -32 | -100.0% | -$923 | 清仓 |
| LMND | LEMONADE INC | $66 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $178 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $303 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $351 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $445 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $515 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $618 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $716 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $726 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $1,268 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $1,314 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $1,837 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $2,462 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $2,568 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2,905 | 0.00% | 17 | 17 | — | $2,905 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,985 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $3,279 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $3,433 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| LAW | CS DISCO INC | $3,780 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $4,648 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $5,018 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $5,553 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC | $5,577 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $6,196 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $6,320 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $6,358 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $6,689 | 0.00% | 51 | 1 | 2.0% | $131 | 加仓 |
| ALAB | ASTERA LABS INC | $7,246 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $7,452 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $7,530 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $7,553 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $7,632 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $8,115 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9,847 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.03万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $1.05万 | 0.01% | 436 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.06万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.16万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.17万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $1.20万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $1.27万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.36万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.37万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $1.38万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.42万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $1.43万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $1.46万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $1.48万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.56万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BSEP | INNOVATOR ETFS TRUST | $1.58万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BLZE | BACKBLAZE INC | $1.59万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $1.62万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $1.73万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $1.78万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $2.06万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2.43万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2.55万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $2.55万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $2.65万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $2.71万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $2.73万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2.86万 | 0.02% | 1,650 | 0 | 0.0% | — | 不变 |
| UJUN | INNOVATOR ETFS TRUST | $3.08万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $3.24万 | 0.02% | 256 | -43 | -14.4% | -$5,443 | 减仓 |
| DGRW | WISDOMTREE TR | $3.35万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $3.41万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR ETFS TRUST | $3.79万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $4.47万 | 0.03% | 42 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $4.51万 | 0.03% | 299 | 299 | — | $4.51万 | 新建仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $4.55万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4.77万 | 0.03% | 957 | 95 | 11.0% | $4,737 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $4.97万 | 0.03% | 398 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $5.04万 | 0.03% | 496 | 496 | — | $5.04万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $5.19万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $5.41万 | 0.04% | 2,309 | 8 | 0.3% | $187 | 加仓 |
| MO | ALTRIA GROUP INC | $5.66万 | 0.04% | 786 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $5.86万 | 0.04% | 1,200 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $5.91万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $5.92万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $5.96万 | 0.04% | 946 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $6.08万 | 0.04% | 777 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $6.09万 | 0.04% | 703 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6.16万 | 0.04% | 275 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $6.23万 | 0.04% | 176 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $6.36万 | 0.04% | 398 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $6.68万 | 0.04% | 1,433 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $6.69万 | 0.04% | 1,391 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $6.78万 | 0.05% | 2,233 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $6.83万 | 0.05% | 275 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $7.09万 | 0.05% | 735 | 150 | 25.6% | $1.45万 | 加仓 |