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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $760.40万 | 5.05% | 21,521 | -350 | -1.6% | -$12.37万 | 减仓 |
| AAPL | APPLE INC | $730.37万 | 4.85% | 25,241 | -214 | -0.8% | -$6.19万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $706.35万 | 4.69% | 14,116 | -14 | -0.1% | -$7,005 | 减仓 |
| MSFT | MICROSOFT CORP | $515.30万 | 3.42% | 13,814 | 164 | 1.2% | $6.12万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $480.41万 | 3.19% | 163,239 | 1,503 | 0.9% | $4.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $442.55万 | 2.94% | 13,520 | -65 | -0.5% | -$2.13万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $434.96万 | 2.89% | 150,192 | -1,566 | -1.0% | -$4.54万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $342.26万 | 2.27% | 123,559 | 1,232 | 1.0% | $3.41万 | 加仓 |
| AMZN | AMAZON COM INC | $319.47万 | 2.12% | 13,404 | -110 | -0.8% | -$2.62万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $312.37万 | 2.08% | 9,160 | 30 | 0.3% | $1.02万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $288.21万 | 1.92% | 6,035 | -80 | -1.3% | -$3.82万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $271.04万 | 1.80% | 5,406 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $255.76万 | 1.70% | 44,886 | -304 | -0.7% | -$1.73万 | 减仓 |
| KO | COCA COLA CO | $246.69万 | 1.64% | 30,354 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $234.54万 | 1.56% | 16,758 | -50 | -0.3% | -$6,998 | 减仓 |
| TIPX | SPDR SERIES TRUST | $229.88万 | 1.53% | 121,436 | 1,750 | 1.5% | $3.31万 | 加仓 |
| PEP | PEPSICO INC | $229.66万 | 1.53% | 16,962 | -50 | -0.3% | -$6,770 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $201.75万 | 1.34% | 63,624 | -400 | -0.6% | -$1.27万 | 减仓 |
| USB | US BANCORP | $179.23万 | 1.19% | 29,674 | -149 | -0.5% | -$9,000 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $170.29万 | 1.13% | 6,705 | -13 | -0.2% | -$3,302 | 减仓 |
| VOO | VANGUARD INDEX FDS | $157.13万 | 1.04% | 2,288 | 71 | 3.2% | $4.88万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $150.17万 | 1.00% | 28,009 | -860 | -3.0% | -$4.61万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $148.88万 | 0.99% | 31,805 | 1,200 | 3.9% | $5.62万 | 加仓 |
| IQV | IQVIA HLDGS INC | $147.43万 | 0.98% | 7,630 | -500 | -6.2% | -$9.66万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $133.21万 | 0.89% | 1,424 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $132.52万 | 0.88% | 14,020 | -120 | -0.8% | -$1.13万 | 减仓 |
| TOST | TOAST INC | $132.30万 | 0.88% | 47,554 | -400 | -0.8% | -$1.11万 | 减仓 |
| GNMA | ISHARES TR | $128.54万 | 0.85% | 29,061 | -500 | -1.7% | -$2.21万 | 减仓 |
| IDEV | ISHARES TR | $124.52万 | 0.83% | 13,989 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $122.16万 | 0.81% | 4,204 | 0 | 0.0% | — | 不变 |
| BAB | INVESCO EXCH TRADED FD TR II | $121.79万 | 0.81% | 45,375 | 1,200 | 2.7% | $3.22万 | 加仓 |
| CBRE | CBRE GROUP INC | $115.00万 | 0.76% | 8,538 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $113.89万 | 0.76% | 26,623 | -300 | -1.1% | -$1.28万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $111.57万 | 0.74% | 5,576 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $111.52万 | 0.74% | 49,875 | 5,607 | 12.7% | $12.54万 | 加仓 |
| QQQ | INVESCO QQQ TR | $107.41万 | 0.71% | 1,459 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $107.13万 | 0.71% | 10,235 | -50 | -0.5% | -$5,234 | 减仓 |
| V | VISA INC | $105.36万 | 0.70% | 3,071 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $103.88万 | 0.69% | 7,084 | -30 | -0.4% | -$4,399 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $103.71万 | 0.69% | 10,072 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $101.78万 | 0.68% | 31,096 | -699 | -2.2% | -$2.29万 | 减仓 |
| MCD | MCDONALDS CORP | $101.26万 | 0.67% | 3,746 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $100.07万 | 0.66% | 503 | -5 | -1.0% | -$9,947 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $100.01万 | 0.66% | 27,407 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $99.62万 | 0.66% | 6,010 | -150 | -2.4% | -$2.49万 | 减仓 |
| ABBV | ABBVIE INC | $97.69万 | 0.65% | 3,882 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $95.92万 | 0.64% | 4,401 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $93.75万 | 0.62% | 3,466 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $92.44万 | 0.61% | 12,811 | -100 | -0.8% | -$7,216 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $89.67万 | 0.60% | 16,596 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $88.33万 | 0.59% | 3,963 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $87.44万 | 0.58% | 2,585 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $86.18万 | 0.57% | 5,501 | 757 | 16.0% | $11.86万 | 加仓 |
| LLY | ELI LILLY & CO | $83.96万 | 0.56% | 700 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $78.04万 | 0.52% | 29,450 | -4,343 | -12.9% | -$11.51万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $76.70万 | 0.51% | 4,363 | -75 | -1.7% | -$1.32万 | 减仓 |
| SBUX | STARBUCKS CORP | $76.60万 | 0.51% | 7,496 | -1,100 | -12.8% | -$11.24万 | 减仓 |
| IGOV | ISHARES TR | $76.39万 | 0.51% | 18,619 | -7 | -0.0% | -$287 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $71.73万 | 0.48% | 16,169 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $70.63万 | 0.47% | 15,337 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $69.87万 | 0.46% | 16,226 | -940 | -5.5% | -$4.05万 | 减仓 |
| HD | HOME DEPOT INC | $69.87万 | 0.46% | 1,981 | -58 | -2.8% | -$2.05万 | 减仓 |
| GWW | WW GRAINGER INC | $68.02万 | 0.45% | 500 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $67.82万 | 0.45% | 7,933 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $67.10万 | 0.45% | 896 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $66.75万 | 0.44% | 12,671 | 550 | 4.5% | $2.90万 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $66.55万 | 0.44% | 26,181 | 700 | 2.7% | $1.78万 | 加仓 |
| DE | DEERE & CO | $66.10万 | 0.44% | 1,042 | 0 | 0.0% | — | 不变 |
| PICB | INVESCO EXCH TRADED FD TR II | $65.07万 | 0.43% | 28,096 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $63.81万 | 0.42% | 18,856 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $61.87万 | 0.41% | 1,976 | -51 | -2.5% | -$1.60万 | 减仓 |
| UL | UNILEVER PLC | $59.98万 | 0.40% | 9,977 | 9,134 | 1,083.5% | $54.91万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $56.49万 | 0.38% | 6,558 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $55.84万 | 0.37% | 1,509 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $54.78万 | 0.36% | 5,425 | 1,000 | 22.6% | $10.10万 | 加仓 |
| D | DOMINION ENERGY INC | $54.70万 | 0.36% | 8,010 | -150 | -1.8% | -$1.02万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $54.36万 | 0.36% | 13,675 | -500 | -3.5% | -$1.99万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $52.26万 | 0.35% | 12,383 | -423 | -3.3% | -$1.79万 | 减仓 |
| EMR | EMERSON ELEC CO | $50.09万 | 0.33% | 3,499 | -130 | -3.6% | -$1.86万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $48.11万 | 0.32% | 2,941 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $48.10万 | 0.32% | 8,857 | -10,035 | -53.1% | -$54.50万 | 减仓 |
| LEMB | ISHARES INC | $47.79万 | 0.32% | 11,263 | 1,712 | 17.9% | $7.26万 | 加仓 |
| AVGO | BROADCOM INC | $45.25万 | 0.30% | 1,198 | -75 | -5.9% | -$2.83万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.32万 | 0.28% | 12,156 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $42.17万 | 0.28% | 2,235 | 440 | 24.5% | $8.30万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $41.57万 | 0.28% | 16,100 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $41.29万 | 0.27% | 11,199 | -774 | -6.5% | -$2.85万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $40.99万 | 0.27% | 3,294 | -194 | -5.6% | -$2.41万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $39.74万 | 0.26% | 10,811 | -200 | -1.8% | -$7,352 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $38.23万 | 0.25% | 11,243 | -1,070 | -8.7% | -$3.64万 | 减仓 |
| NVS | NOVARTIS AG | $36.91万 | 0.25% | 2,355 | -282 | -10.7% | -$4.42万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $35.42万 | 0.24% | 9,010 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $35.14万 | 0.23% | 3,638 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $35.03万 | 0.23% | 2,735 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $34.89万 | 0.23% | 3,845 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.56万 | 0.23% | 1,229 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $34.18万 | 0.23% | 2,500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $32.28万 | 0.21% | 2,850 | 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 |
| GOOGL | ALPHABET INC | $32.16万 | 0.21% | 900 | 0 | 0.0% | — | 不变 |