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 |
|---|---|---|---|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES CORP | $7.24万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $7.40万 | 0.05% | 2,192 | 2,192 | — | $7.40万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $7.49万 | 0.05% | 393 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $7.55万 | 0.05% | 622 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $7.80万 | 0.05% | 878 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $7.81万 | 0.05% | 181 | 83 | 84.7% | $3.58万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $8.03万 | 0.05% | 972 | 350 | 56.3% | $2.89万 | 加仓 |
| SO | SOUTHERN CO | $8.04万 | 0.05% | 840 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $8.48万 | 0.06% | 1,618 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $8.73万 | 0.06% | 2,416 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR ETFS TRUST | $8.74万 | 0.06% | 2,430 | -1,500 | -38.2% | -$5.40万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $9.08万 | 0.06% | 2,100 | -1,000 | -32.3% | -$4.32万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $9.13万 | 0.06% | 1,020 | -75 | -6.8% | -$6,711 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $9.59万 | 0.06% | 1,788 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES TR | $9.84万 | 0.07% | 2,257 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $10.19万 | 0.07% | 364 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $10.35万 | 0.07% | 283 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $10.35万 | 0.07% | 698 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $10.51万 | 0.07% | 334 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $11.22万 | 0.07% | 683 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $11.26万 | 0.07% | 2,800 | -1,466 | -34.4% | -$5.90万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.95万 | 0.08% | 160 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $11.97万 | 0.08% | 4,800 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $12.01万 | 0.08% | 8,640 | -500 | -5.5% | -$6,950 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $12.81万 | 0.09% | 1,622 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $13.00万 | 0.09% | 253 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $13.18万 | 0.09% | 1,834 | -1,644 | -47.3% | -$11.81万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $14.06万 | 0.09% | 1,702 | -2 | -0.1% | -$165 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $14.55万 | 0.10% | 1,508 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $14.57万 | 0.10% | 2,471 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $14.58万 | 0.10% | 1,693 | -391 | -18.8% | -$3.37万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $15.00万 | 0.10% | 2,044 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $15.67万 | 0.10% | 793 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR ETFS TRUST | $15.99万 | 0.11% | 3,003 | -1,000 | -25.0% | -$5.33万 | 减仓 |
| PFE | PFIZER INC | $16.85万 | 0.11% | 6,998 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $17.39万 | 0.12% | 1,380 | -175 | -11.3% | -$2.21万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $17.43万 | 0.12% | 12,602 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $17.55万 | 0.12% | 3,045 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $19.13万 | 0.13% | 1,754 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $19.19万 | 0.13% | 3,513 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $21.13万 | 0.14% | 976 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $21.94万 | 0.15% | 2,320 | -150 | -6.1% | -$1.42万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $22.10万 | 0.15% | 4,400 | -2,425 | -35.5% | -$12.18万 | 减仓 |
| TREX | TREX INC | $22.49万 | 0.15% | 4,495 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $22.56万 | 0.15% | 443 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.70万 | 0.15% | 2,711 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.80万 | 0.15% | 2,369 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $23.04万 | 0.15% | 1,045 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $23.05万 | 0.15% | 4,800 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $23.49万 | 0.16% | 5,775 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $23.96万 | 0.16% | 5,042 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.54万 | 0.16% | 2,089 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $25.10万 | 0.17% | 2,050 | -412 | -16.7% | -$5.04万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $25.55万 | 0.17% | 7,047 | 271 | 4.0% | $9,827 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $25.62万 | 0.17% | 2,383 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $25.78万 | 0.17% | 6,696 | -2,050 | -23.4% | -$7.89万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $25.79万 | 0.17% | 667 | -210 | -23.9% | -$8.12万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $25.92万 | 0.17% | 4,050 | 4,050 | — | $25.92万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.98万 | 0.17% | 11,230 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $26.02万 | 0.17% | 10,550 | 1,200 | 12.8% | $2.96万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.82万 | 0.18% | 1,260 | 100 | 8.6% | $2.13万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $27.56万 | 0.18% | 1,134 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.77万 | 0.18% | 1,989 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $28.55万 | 0.19% | 1,006 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $29.62万 | 0.20% | 1,089 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $29.75万 | 0.20% | 1,250 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $30.11万 | 0.20% | 2,343 | -200 | -7.9% | -$2.57万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $31.21万 | 0.21% | 150 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $31.31万 | 0.21% | 6,785 | -400 | -5.6% | -$1.85万 | 减仓 |
| VGT | VANGUARD WORLD FD | $31.94万 | 0.21% | 2,672 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $32.16万 | 0.21% | 900 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO | $32.20万 | 0.21% | 8,049 | 5,269 | 189.5% | $21.08万 | 加仓 |
| WMT | WALMART INC | $32.28万 | 0.21% | 2,850 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $34.18万 | 0.23% | 2,500 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.56万 | 0.23% | 1,229 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $34.89万 | 0.23% | 3,845 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $35.03万 | 0.23% | 2,735 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $35.14万 | 0.23% | 3,638 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $35.42万 | 0.24% | 9,010 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $36.91万 | 0.25% | 2,355 | -282 | -10.7% | -$4.42万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $38.23万 | 0.25% | 11,243 | -1,070 | -8.7% | -$3.64万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $39.74万 | 0.26% | 10,811 | -200 | -1.8% | -$7,352 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $40.99万 | 0.27% | 3,294 | -194 | -5.6% | -$2.41万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $41.29万 | 0.27% | 11,199 | -774 | -6.5% | -$2.85万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $41.57万 | 0.28% | 16,100 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $42.17万 | 0.28% | 2,235 | 440 | 24.5% | $8.30万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.32万 | 0.28% | 12,156 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $45.25万 | 0.30% | 1,198 | -75 | -5.9% | -$2.83万 | 减仓 |
| LEMB | ISHARES INC | $47.79万 | 0.32% | 11,263 | 1,712 | 17.9% | $7.26万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $48.10万 | 0.32% | 8,857 | -10,035 | -53.1% | -$54.50万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $48.11万 | 0.32% | 2,941 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $50.09万 | 0.33% | 3,499 | -130 | -3.6% | -$1.86万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $52.26万 | 0.35% | 12,383 | -423 | -3.3% | -$1.79万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $54.36万 | 0.36% | 13,675 | -500 | -3.5% | -$1.99万 | 减仓 |
| D | DOMINION ENERGY INC | $54.70万 | 0.36% | 8,010 | -150 | -1.8% | -$1.02万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $54.78万 | 0.36% | 5,425 | 1,000 | 22.6% | $10.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $55.84万 | 0.37% | 1,509 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $56.49万 | 0.38% | 6,558 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $59.98万 | 0.40% | 9,977 | 9,134 | 1,083.5% | $54.91万 | 加仓 |
| FDX | FEDEX CORP | $61.87万 | 0.41% | 1,976 | -51 | -2.5% | -$1.60万 | 减仓 |