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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $31.94万 | 0.21% | 2,672 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $31.31万 | 0.21% | 6,785 | -400 | -5.6% | -$1.85万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $31.21万 | 0.21% | 150 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $30.11万 | 0.20% | 2,343 | -200 | -7.9% | -$2.57万 | 减仓 |
| MTB | M & T BK CORP | $29.75万 | 0.20% | 1,250 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $29.62万 | 0.20% | 1,089 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $28.55万 | 0.19% | 1,006 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.77万 | 0.18% | 1,989 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $27.56万 | 0.18% | 1,134 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.82万 | 0.18% | 1,260 | 100 | 8.6% | $2.13万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $26.02万 | 0.17% | 10,550 | 1,200 | 12.8% | $2.96万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.98万 | 0.17% | 11,230 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $25.92万 | 0.17% | 4,050 | 4,050 | — | $25.92万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $25.79万 | 0.17% | 667 | -210 | -23.9% | -$8.12万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $25.78万 | 0.17% | 6,696 | -2,050 | -23.4% | -$7.89万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $25.62万 | 0.17% | 2,383 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $25.55万 | 0.17% | 7,047 | 271 | 4.0% | $9,827 | 加仓 |
| WDAY | WORKDAY INC | $25.10万 | 0.17% | 2,050 | -412 | -16.7% | -$5.04万 | 减仓 |
| CSCO | CISCO SYS INC | $24.54万 | 0.16% | 2,089 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $23.96万 | 0.16% | 5,042 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $23.49万 | 0.16% | 5,775 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $23.05万 | 0.15% | 4,800 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $23.04万 | 0.15% | 1,045 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.80万 | 0.15% | 2,369 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.70万 | 0.15% | 2,711 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $22.56万 | 0.15% | 443 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $22.49万 | 0.15% | 4,495 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $22.10万 | 0.15% | 4,400 | -2,425 | -35.5% | -$12.18万 | 减仓 |
| IEF | ISHARES TR | $21.94万 | 0.15% | 2,320 | -150 | -6.1% | -$1.42万 | 减仓 |
| BA | BOEING CO | $21.13万 | 0.14% | 976 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $19.19万 | 0.13% | 3,513 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $19.13万 | 0.13% | 1,754 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $17.55万 | 0.12% | 3,045 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $17.43万 | 0.12% | 12,602 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $17.39万 | 0.12% | 1,380 | -175 | -11.3% | -$2.21万 | 减仓 |
| PFE | PFIZER INC | $16.85万 | 0.11% | 6,998 | 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 |
| VOE | VANGUARD INDEX FDS | $15.67万 | 0.10% | 793 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $15.00万 | 0.10% | 2,044 | 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 |
| VGIT | VANGUARD SCOTTSDALE FDS | $14.57万 | 0.10% | 2,471 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $14.55万 | 0.10% | 1,508 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $14.06万 | 0.09% | 1,702 | -2 | -0.1% | -$165 | 减仓 |
| ZTS | ZOETIS INC | $13.18万 | 0.09% | 1,834 | -1,644 | -47.3% | -$11.81万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $13.00万 | 0.09% | 253 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $12.81万 | 0.09% | 1,622 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $12.01万 | 0.08% | 8,640 | -500 | -5.5% | -$6,950 | 减仓 |
| — | INNOVATOR ETFS TRUST | $11.97万 | 0.08% | 4,800 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.95万 | 0.08% | 160 | 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 |
| ITOT | ISHARES TR | $11.22万 | 0.07% | 683 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $10.51万 | 0.07% | 334 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $10.35万 | 0.07% | 698 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $10.35万 | 0.07% | 283 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $10.19万 | 0.07% | 364 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES TR | $9.84万 | 0.07% | 2,257 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $9.59万 | 0.06% | 1,788 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $9.13万 | 0.06% | 1,020 | -75 | -6.8% | -$6,711 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $9.08万 | 0.06% | 2,100 | -1,000 | -32.3% | -$4.32万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $8.74万 | 0.06% | 2,430 | -1,500 | -38.2% | -$5.40万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $8.73万 | 0.06% | 2,416 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $8.48万 | 0.06% | 1,618 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $8.04万 | 0.05% | 840 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $8.03万 | 0.05% | 972 | 350 | 56.3% | $2.89万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $7.81万 | 0.05% | 181 | 83 | 84.7% | $3.58万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $7.80万 | 0.05% | 878 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $7.55万 | 0.05% | 622 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $7.49万 | 0.05% | 393 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $7.40万 | 0.05% | 2,192 | 2,192 | — | $7.40万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7.24万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $7.09万 | 0.05% | 735 | 150 | 25.6% | $1.45万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $6.83万 | 0.05% | 275 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $6.78万 | 0.05% | 2,233 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $6.69万 | 0.04% | 1,391 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $6.68万 | 0.04% | 1,433 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $6.36万 | 0.04% | 398 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $6.23万 | 0.04% | 176 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6.16万 | 0.04% | 275 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $6.09万 | 0.04% | 703 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $6.08万 | 0.04% | 777 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $5.96万 | 0.04% | 946 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $5.92万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $5.91万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $5.86万 | 0.04% | 1,200 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $5.66万 | 0.04% | 786 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $5.41万 | 0.04% | 2,309 | 8 | 0.3% | $187 | 加仓 |
| SPSM | SPDR SERIES TRUST | $5.19万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $5.04万 | 0.03% | 496 | 496 | — | $5.04万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $4.97万 | 0.03% | 398 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4.77万 | 0.03% | 957 | 95 | 11.0% | $4,737 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $4.55万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $4.51万 | 0.03% | 299 | 299 | — | $4.51万 | 新建仓 |
| CAT | CATERPILLAR INC | $4.47万 | 0.03% | 42 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR ETFS TRUST | $3.79万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $3.41万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $3.35万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $3.24万 | 0.02% | 256 | -43 | -14.4% | -$5,443 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $3.08万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2.86万 | 0.02% | 1,650 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $2.73万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |