CHAPMAN FINANCIAL GROUP, LLC
KAILUA HI · SEC CIK 0002056577
$1.40亿2026Q1 申报市值
265持仓数
32.2%前十大占比 · 第一大 4.8%
18 / 9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
TIPX 新建仓+$229.68万
LEMB 新建仓+$38.97万
VMBS 加仓+$35.33万
AVALONBAY CMNTYS 新建仓+$29.32万
PICB 加仓+$22.64万
2026Q1 卖出最多 按季末市值估算
TWO HARBORS INVE 清仓-$97.71万
GOOG 减仓-$39.10万
AAPL 减仓-$38.17万
AMT 减仓-$30.34万
VBR 减仓-$27.85万
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 |
|---|---|---|---|---|---|---|---|---|
| YUM | YUM BRANDS INC | $6.19万 | 0.04% | 398 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $6.33万 | 0.05% | 147 | 62 | 72.9% | $2.67万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $6.41万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $6.50万 | 0.05% | 1,391 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $6.65万 | 0.05% | 622 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $6.73万 | 0.05% | 777 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $7.02万 | 0.05% | 1,433 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $7.03万 | 0.05% | 2,416 | -21 | -0.9% | -$611 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $7.28万 | 0.05% | 878 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $7.68万 | 0.05% | 275 | -125 | -31.2% | -$3.49万 | 减仓 |
| SO | SOUTHERN CO | $8.11万 | 0.06% | 840 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $8.50万 | 0.06% | 1,618 | 1,618 | — | $8.50万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $8.55万 | 0.06% | 283 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $8.68万 | 0.06% | 698 | 70 | 11.1% | $8,702 | 加仓 |
| INTC | INTEL CORP | $8.78万 | 0.06% | 1,989 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $8.83万 | 0.06% | 1,788 | 200 | 12.6% | $9,874 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $9.02万 | 0.06% | 1,095 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $9.59万 | 0.07% | 334 | 23 | 7.4% | $6,601 | 加仓 |
| ITOT | ISHARES TR | $9.73万 | 0.07% | 683 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES TR | $9.89万 | 0.07% | 2,257 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $10.11万 | 0.07% | 1,900 | 1,900 | — | $10.11万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $10.41万 | 0.07% | 160 | 108 | 207.7% | $7.02万 | 加仓 |
| F | FORD MTR CO | $10.55万 | 0.08% | 9,140 | -700 | -7.1% | -$8,078 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $11.57万 | 0.08% | 284 | -191 | -40.2% | -$7.78万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $11.77万 | 0.08% | 4,800 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $12.65万 | 0.09% | 253 | 45 | 21.6% | $2.25万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $12.85万 | 0.09% | 1,622 | 500 | 44.6% | $3.96万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $12.97万 | 0.09% | 3,100 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TR | $12.98万 | 0.09% | 2,780 | 2,780 | — | $12.98万 | 新建仓 |
| IJUL | INNOVATOR ETFS TRUST | $13.26万 | 0.09% | 3,930 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $13.38万 | 0.10% | 1,508 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $13.83万 | 0.10% | 364 | 27 | 8.0% | $1.03万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $14.61万 | 0.10% | 793 | -96 | -10.8% | -$1.77万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $14.71万 | 0.11% | 2,471 | -1,300 | -34.5% | -$7.74万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $15.05万 | 0.11% | 2,044 | -1,498 | -42.3% | -$11.03万 | 减仓 |
| CSCO | CISCO SYS INC | $16.21万 | 0.12% | 2,089 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $16.37万 | 0.12% | 4,495 | -300 | -6.3% | -$1.09万 | 减仓 |
| DBEF | DBX ETF TR | $17.35万 | 0.12% | 3,513 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $18.00万 | 0.13% | 12,602 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $18.47万 | 0.13% | 3,045 | -347 | -10.2% | -$2.10万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $18.84万 | 0.13% | 2,084 | -520 | -20.0% | -$4.70万 | 减仓 |
| LQD | ISHARES TR | $19.12万 | 0.14% | 1,754 | -100 | -5.4% | -$1.09万 | 减仓 |
| BA | BOEING CO | $19.43万 | 0.14% | 976 | 143 | 17.2% | $2.85万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $19.61万 | 0.14% | 4,003 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $19.65万 | 0.14% | 6,998 | -3,189 | -31.3% | -$8.95万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $19.79万 | 0.14% | 1,555 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $19.94万 | 0.14% | 2,475 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $20.36万 | 0.15% | 4,266 | 1,466 | 52.4% | $7.00万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.36万 | 0.15% | 2,711 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $20.70万 | 0.15% | 5,042 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $21.13万 | 0.15% | 5,775 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.27万 | 0.16% | 1,160 | 40 | 3.6% | $7,680 | 加仓 |
| FAST | FASTENAL CO | $22.27万 | 0.16% | 4,800 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $22.33万 | 0.16% | 6,776 | 775 | 12.9% | $2.55万 | 加仓 |
| DIS | DISNEY WALT CO | $22.83万 | 0.16% | 2,369 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $23.29万 | 0.17% | 9,350 | 700 | 8.1% | $1.74万 | 加仓 |
| VGT | VANGUARD WORLD FD | $23.30万 | 0.17% | 334 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $23.44万 | 0.17% | 2,383 | -285 | -10.7% | -$2.80万 | 减仓 |
| IEF | ISHARES TR | $23.57万 | 0.17% | 2,470 | -100 | -3.9% | -$9,544 | 减仓 |
| OKE | ONEOK INC NEW | $24.32万 | 0.17% | 2,690 | -800 | -22.9% | -$7.23万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $24.64万 | 0.18% | 1,134 | -1,282 | -53.1% | -$27.85万 | 减仓 |
| LOW | LOWES COS INC | $24.69万 | 0.18% | 1,045 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $25.55万 | 0.18% | 1,006 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $25.67万 | 0.18% | 877 | -40 | -4.4% | -$1.17万 | 减仓 |
| MTB | M & T BK CORP | $25.84万 | 0.18% | 1,250 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $25.88万 | 0.19% | 900 | 80 | 9.8% | $2.30万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $26.08万 | 0.19% | 11,230 | -1,100 | -8.9% | -$2.55万 | 减仓 |
| UNP | UNION PAC CORP | $26.42万 | 0.19% | 1,089 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $28.27万 | 0.20% | 150 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $29.32万 | 0.21% | 1,795 | 1,795 | — | $29.32万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.79万 | 0.21% | 1,229 | 25 | 2.1% | $6,060 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $30.22万 | 0.22% | 443 | -1 | -0.2% | -$682 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $30.41万 | 0.22% | 2,735 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $30.59万 | 0.22% | 2,543 | -200 | -7.3% | -$2.41万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.47万 | 0.23% | 5,553 | -1,975 | -26.2% | -$11.19万 | 减仓 |
| WDAY | WORKDAY INC | $31.99万 | 0.23% | 2,462 | -200 | -7.5% | -$2.60万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $32.35万 | 0.23% | 9,010 | -145 | -1.6% | -$5,207 | 减仓 |
| EWU | ISHARES TR | $32.73万 | 0.23% | 7,185 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $32.93万 | 0.24% | 3,638 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $34.09万 | 0.24% | 6,825 | -1,000 | -12.8% | -$5.00万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $34.56万 | 0.25% | 8,746 | -200 | -2.2% | -$7,904 | 减仓 |
| WMT | WALMART INC | $35.42万 | 0.25% | 2,850 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $37.07万 | 0.27% | 11,973 | -4,764 | -28.5% | -$14.75万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $37.08万 | 0.27% | 12,156 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES INC | $38.97万 | 0.28% | 9,551 | 9,551 | — | $38.97万 | 新建仓 |
| AVGO | BROADCOM INC | $39.40万 | 0.28% | 1,273 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $39.41万 | 0.28% | 12,313 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $39.48万 | 0.28% | 3,845 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $40.28万 | 0.29% | 2,637 | -612 | -18.8% | -$9.35万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $41.02万 | 0.29% | 16,100 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $41.11万 | 0.29% | 3,478 | -451 | -11.5% | -$5.33万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $41.67万 | 0.30% | 11,011 | -568 | -4.9% | -$2.15万 | 减仓 |
| — | EXXON MOBIL CORP | $42.41万 | 0.30% | 2,500 | -182 | -6.8% | -$3.09万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $44.22万 | 0.32% | 4,425 | 1,800 | 68.6% | $17.99万 | 加仓 |
| EMR | EMERSON ELEC CO | $47.55万 | 0.34% | 3,629 | 43 | 1.2% | $5,634 | 加仓 |
| VUG | VANGUARD INDEX FDS | $47.74万 | 0.34% | 1,093 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $48.41万 | 0.35% | 1,509 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $50.45万 | 0.36% | 8,160 | -750 | -8.4% | -$4.64万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $50.76万 | 0.36% | 2,941 | -1,758 | -37.4% | -$30.34万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $50.97万 | 0.36% | 12,806 | -1,930 | -13.1% | -$7.68万 | 减仓 |