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 |
|---|---|---|---|---|---|---|---|---|
| STIP | ISHARES TR | $2.59万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2.48万 | 0.02% | 1,650 | 1,200 | 266.7% | $1.81万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2.43万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $2.40万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $2.36万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $1.87万 | 0.01% | 350 | -350 | -50.0% | -$1.87万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.74万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $1.61万 | 0.01% | 98 | 98 | — | $1.61万 | 新建仓 |
| BMAR | INNOVATOR ETFS TRUST | $1.57万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.57万 | 0.01% | 200 | -1,400 | -87.5% | -$10.98万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $1.44万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $1.44万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $1.38万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.38万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.35万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $1.33万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $1.33万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $1.28万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $1.27万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.20万 | 0.01% | 172 | 59 | 52.2% | $4,115 | 加仓 |
| AMGN | AMGEN INC | $1.16万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.15万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.12万 | 0.01% | 70 | 70 | — | $1.12万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $1.06万 | 0.01% | 436 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $9,770 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $9,530 | 0.01% | 65 | 65 | — | $9,530 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,930 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $8,635 | 0.01% | 14 | 14 | — | $8,635 | 新建仓 |
| KR | KROGER CO | $7,236 | 0.01% | 100 | 100 | — | $7,236 | 新建仓 |
| VLO | VALERO ENERGY CORP | $7,166 | 0.01% | 29 | 29 | — | $7,166 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $6,688 | 0.00% | 72 | 72 | — | $6,688 | 新建仓 |
| IVW | ISHARES TR | $6,674 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $6,118 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $6,105 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $6,101 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $5,913 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $5,685 | 0.00% | 80 | -300 | -78.9% | -$2.13万 | 减仓 |
| TXN | TEXAS INSTRS INC | $4,854 | 0.00% | 25 | 25 | — | $4,854 | 新建仓 |
| — | BANK AMERICA CORP | $4,767 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,905 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LAW | CS DISCO INC | $3,820 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BLZE | BACKBLAZE INC | $3,450 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $3,383 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $3,358 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC | $3,346 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $2,998 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $2,724 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,703 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $2,625 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $2,460 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $2,359 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $2,040 | 0.00% | 50 | 50 | — | $2,040 | 新建仓 |
| ALAB | ASTERA LABS INC | $1,644 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $1,316 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $1,124 | 0.00% | 50 | 50 | — | $1,124 | 新建仓 |
| IONQ | IONQ INC | $923 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $743 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $632 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $585 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $443 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $376 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $256 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $254 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $129 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $63 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -950,000 | -100.0% | -$97.71万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -1,405 | -100.0% | -$14.76万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -2,556 | -100.0% | -$7.48万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | -699 | -100.0% | -$3.68万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -615 | -100.0% | -$3.10万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -70 | -100.0% | -$1.80万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -800 | -100.0% | -$1.68万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -42 | -100.0% | -$8,835 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7 | -100.0% | -$147 | 清仓 |