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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $677.11万 | 4.85% | 14,130 | -365 | -2.5% | -$17.49万 | 减仓 |
| AAPL | APPLE INC | $646.02万 | 4.62% | 25,455 | -1,504 | -5.6% | -$38.17万 | 减仓 |
| GOOG | ALPHABET INC | $627.39万 | 4.49% | 21,871 | -1,363 | -5.9% | -$39.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $505.28万 | 3.62% | 13,650 | 34 | 0.2% | $1.26万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $414.69万 | 2.97% | 161,736 | -3,145 | -1.9% | -$8.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $399.62万 | 2.86% | 13,585 | -838 | -5.8% | -$24.65万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $380.91万 | 2.73% | 151,758 | -1,250 | -0.8% | -$3.14万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $302.76万 | 2.17% | 122,327 | -230 | -0.2% | -$5,692 | 减仓 |
| AMZN | AMAZON COM INC | $281.46万 | 2.01% | 13,514 | -23 | -0.2% | -$4,790 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $265.72万 | 1.90% | 5,406 | -23 | -0.4% | -$1.13万 | 减仓 |
| PEP | PEPSICO INC | $264.17万 | 1.89% | 17,012 | -487 | -2.8% | -$7.56万 | 减仓 |
| KO | COCA COLA CO | $230.84万 | 1.65% | 30,354 | -485 | -1.6% | -$3.69万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $229.68万 | 1.64% | 119,686 | 119,686 | — | $229.68万 | 新建仓 |
| BAC | BANK AMERICA CORP | $220.30万 | 1.58% | 45,190 | -1,295 | -2.8% | -$6.31万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $206.66万 | 1.48% | 6,115 | -164 | -2.6% | -$5.54万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $196.42万 | 1.41% | 64,024 | -217 | -0.3% | -$6,658 | 减仓 |
| C | CITIGROUP INC | $190.62万 | 1.36% | 16,808 | -417 | -2.4% | -$4.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $164.21万 | 1.18% | 6,718 | 42 | 0.6% | $1.03万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $156.64万 | 1.12% | 10,072 | -251 | -2.4% | -$3.90万 | 减仓 |
| USB | US BANCORP | $155.11万 | 1.11% | 29,823 | -1,434 | -4.6% | -$7.46万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $146.37万 | 1.05% | 9,130 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $145.10万 | 1.04% | 4,204 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $143.69万 | 1.03% | 30,605 | 7,524 | 32.6% | $35.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $141.89万 | 1.02% | 1,424 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $141.02万 | 1.01% | 28,869 | -5,123 | -15.1% | -$25.02万 | 减仓 |
| IQV | IQVIA HLDGS INC | $138.65万 | 0.99% | 8,130 | 9 | 0.1% | $1,535 | 加仓 |
| MBB | ISHARES TR | $134.26万 | 0.96% | 14,140 | -22 | -0.2% | -$2,089 | 减仓 |
| VOO | VANGUARD INDEX FDS | $132.46万 | 0.95% | 2,217 | -43 | -1.9% | -$2.57万 | 减仓 |
| GNMA | ISHARES TR | $131.04万 | 0.94% | 29,561 | 1,456 | 5.2% | $6.45万 | 加仓 |
| CVX | CHEVRON CORPORATION | $127.45万 | 0.91% | 6,160 | 12 | 0.2% | $2,483 | 加仓 |
| TOST | TOAST INC | $127.13万 | 0.91% | 47,954 | 159 | 0.3% | $4,215 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $119.10万 | 0.85% | 44,175 | 3,300 | 8.1% | $8.90万 | 加仓 |
| IDEV | ISHARES TR | $116.91万 | 0.84% | 13,989 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $116.42万 | 0.83% | 3,746 | -32 | -0.8% | -$9,945 | 减仓 |
| CBRE | CBRE GROUP INC | $115.66万 | 0.83% | 8,538 | -981 | -10.3% | -$13.29万 | 减仓 |
| EPI | WISDOMTREE TR | $109.85万 | 0.79% | 26,923 | 200 | 0.7% | $8,160 | 加仓 |
| PG | PROCTER & GAMBLE CO | $102.75万 | 0.74% | 7,114 | -59 | -0.8% | -$8,522 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $98.99万 | 0.71% | 27,407 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $97.25万 | 0.70% | 5,576 | -269 | -4.6% | -$4.69万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $93.87万 | 0.67% | 18,892 | -962 | -4.8% | -$4.78万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $93.63万 | 0.67% | 44,268 | 1,500 | 3.5% | $3.17万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $92.87万 | 0.66% | 12,911 | -100 | -0.8% | -$7,193 | 减仓 |
| V | VISA INC | $92.81万 | 0.66% | 3,071 | 10 | 0.3% | $3,022 | 加仓 |
| WM | WASTE MGMT INC DEL | $91.07万 | 0.65% | 3,963 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $90.22万 | 0.65% | 3,466 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $89.92万 | 0.64% | 33,793 | 1,467 | 4.5% | $3.90万 | 加仓 |
| CRM | SALESFORCE INC | $88.56万 | 0.63% | 4,744 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $87.79万 | 0.63% | 4,438 | -75 | -1.7% | -$1.48万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $86.36万 | 0.62% | 4,401 | -151 | -3.3% | -$2.96万 | 减仓 |
| ABBV | ABBVIE INC | $84.43万 | 0.60% | 3,882 | -134 | -3.3% | -$2.91万 | 减仓 |
| QQQ | INVESCO QQQ TR | $84.19万 | 0.60% | 1,459 | 1 | 0.1% | $577 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $83.72万 | 0.60% | 31,795 | 376 | 1.2% | $9,900 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $78.88万 | 0.56% | 16,596 | 6 | 0.0% | $285 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $78.19万 | 0.56% | 2,585 | -318 | -11.0% | -$9.62万 | 减仓 |
| SBUX | STARBUCKS CORP | $77.01万 | 0.55% | 8,596 | -668 | -7.2% | -$5.98万 | 减仓 |
| IGOV | ISHARES TR | $76.48万 | 0.55% | 18,626 | 492 | 2.7% | $2.02万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $75.57万 | 0.54% | 10,285 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $72.20万 | 0.52% | 2,027 | -69 | -3.3% | -$2.46万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $69.16万 | 0.49% | 3,488 | -166 | -4.5% | -$3.29万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $68.84万 | 0.49% | 17,166 | 138 | 0.8% | $5,534 | 加仓 |
| ASML | ASML HLDG NV | $67.10万 | 0.48% | 508 | 7 | 1.4% | $9,246 | 加仓 |
| HD | HOME DEPOT INC | $67.06万 | 0.48% | 2,039 | 20 | 1.0% | $6,578 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $66.04万 | 0.47% | 15,337 | -1,060 | -6.5% | -$4.56万 | 减仓 |
| SMBS | SCHWAB STRATEGIC TR | $65.10万 | 0.47% | 25,481 | 200 | 0.8% | $5,110 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $64.90万 | 0.46% | 28,096 | 9,799 | 53.6% | $22.64万 | 加仓 |
| LLY | ELI LILLY & CO | $64.38万 | 0.46% | 700 | 10 | 1.4% | $9,198 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.83万 | 0.45% | 16,169 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $61.17万 | 0.44% | 7,933 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $59.89万 | 0.43% | 12,121 | 600 | 5.2% | $2.96万 | 加仓 |
| DE | DEERE & CO | $58.70万 | 0.42% | 1,042 | -35 | -3.2% | -$1.97万 | 减仓 |
| IVV | ISHARES TR | $58.53万 | 0.42% | 896 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $54.93万 | 0.39% | 18,856 | -6 | -0.0% | -$175 | 减仓 |
| GWW | WW GRAINGER INC | $54.54万 | 0.39% | 500 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $51.29万 | 0.37% | 14,175 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $50.97万 | 0.36% | 12,806 | -1,930 | -13.1% | -$7.68万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $50.76万 | 0.36% | 2,941 | -1,758 | -37.4% | -$30.34万 | 减仓 |
| D | DOMINION ENERGY INC | $50.45万 | 0.36% | 8,160 | -750 | -8.4% | -$4.64万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $48.41万 | 0.35% | 1,509 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $47.74万 | 0.34% | 1,093 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $47.55万 | 0.34% | 3,629 | 43 | 1.2% | $5,634 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $44.22万 | 0.32% | 4,425 | 1,800 | 68.6% | $17.99万 | 加仓 |
| — | EXXON MOBIL CORP | $42.41万 | 0.30% | 2,500 | -182 | -6.8% | -$3.09万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $41.67万 | 0.30% | 11,011 | -568 | -4.9% | -$2.15万 | 减仓 |
| ZTS | ZOETIS INC | $41.11万 | 0.29% | 3,478 | -451 | -11.5% | -$5.33万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $41.02万 | 0.29% | 16,100 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $40.28万 | 0.29% | 2,637 | -612 | -18.8% | -$9.35万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $39.48万 | 0.28% | 3,845 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $39.41万 | 0.28% | 12,313 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $39.40万 | 0.28% | 1,273 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES INC | $38.97万 | 0.28% | 9,551 | 9,551 | — | $38.97万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $37.08万 | 0.27% | 12,156 | 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 |
| WMT | WALMART INC | $35.42万 | 0.25% | 2,850 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $34.56万 | 0.25% | 8,746 | -200 | -2.2% | -$7,904 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $34.09万 | 0.24% | 6,825 | -1,000 | -12.8% | -$5.00万 | 减仓 |
| IEFA | ISHARES TR | $32.93万 | 0.24% | 3,638 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $32.73万 | 0.23% | 7,185 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $32.35万 | 0.23% | 9,010 | -145 | -1.6% | -$5,207 | 减仓 |
| WDAY | WORKDAY INC | $31.99万 | 0.23% | 2,462 | -200 | -7.5% | -$2.60万 | 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 |