13F 机构持仓

Chancellor Financial Group WB LP

WILKES-BARRE PA · SEC CIK 0002059742

2026Q22026Q1 更早 9 个季度 🔒
$1.62亿2026Q2 申报市值
149持仓数
46.7%前十大占比 · 第一大 14.2%
18 / 13新建仓 / 清仓
申报市值走势$1.62亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 14.2%
MSFT 7.1%
IVV 5.0%
NVDA 4.2%
AMZN 3.8%
GOOGL 3.6%
JNJ 2.6%
NEE 2.2%
V 2.1%
C 2.0%

2026Q2 买入最多 按季末市值估算

MSFT 加仓+$71.25万
VTI 加仓+$59.66万
SCHD 新建仓+$58.35万
AAPL 加仓+$55.41万
XLK 新建仓+$43.84万

2026Q2 卖出最多 按季末市值估算

CAT 减仓-$153.32万
IVV 减仓-$56.17万
CI 清仓-$43.29万
DVY 重新持有-$32.41万
NUVEEN PA INVT Q 清仓-$26.51万

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
— CITIGROUP INC 看涨期权 $00.00%0 -246-100.0% -$134.89万 清仓
CI THE CIGNA GROUP $00.00%0 -1,623-100.0% -$43.29万 清仓
— NUVEEN PA INVT QUALITY MUN F $00.00%0 -22,218-100.0% -$26.51万 清仓
— AMAZON COM INC 看涨期权 $00.00%0 -30-100.0% -$25.67万 清仓
B BARRICK MNG CORP $00.00%0 -5,575-100.0% -$22.74万 清仓
— HONEYWELL INTL INC $00.00%0 -998-100.0% -$22.56万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -4,445-100.0% -$22.37万 清仓
TMUS T-MOBILE US INC $00.00%0 -1,053-100.0% -$22.12万 清仓
OKE ONEOK INC NEW $00.00%0 -2,328-100.0% -$21.05万 清仓
CME CME GROUP INC $00.00%0 -703-100.0% -$20.76万 清仓
PEG PUBLIC SVC ENTERPRISE GROUP $00.00%0 -2,527-100.0% -$20.46万 清仓
— BITFARMS LTD $00.00%0 -17,231-100.0% -$3.36万 清仓
— GABELLI EQUITY TR INC $00.00%0 -19,640-100.0% -$137 清仓
— EVOLUTION PETE CORP $5.37万0.03%14,602 00.0% — 不变
KEEL KEEL INFRASTRUCTURE CORP $9.89万0.06%17,231 17,231— $9.89万 新建仓
GAB GABELLI EQUITY TR INC $11.50万0.07%20,323 3581.8% $2,026 加仓
AON AON PLC $20.03万0.12%604 -38-5.9% -$1.26万 减仓
USB US BANCORP $20.17万0.12%3,340 3,340— $20.17万 新建仓
DVY ISHARES TR $20.46万0.13%1,309 -2,074-61.3% -$32.41万 重新持有
LMT LOCKHEED MARTIN CORP $20.52万0.13%403 6719.9% $3.41万 加仓
LDOS LEIDOS HOLDINGS INC $20.60万0.13%2,001 10.1% $103 加仓
DUK DUKE ENERGY CORP NEW $20.67万0.13%1,633 50.3% $633 加仓
SJM SMUCKER J M CO $20.93万0.13%1,860 -570-23.5% -$6.41万 减仓
SPY STATE STR SPDR S&P 500 ETF T $21.14万0.13%283 -168-37.3% -$12.55万 重新持有
RSP INVESCO EXCHANGE TRADED FD T $21.27万0.13%1,000 1,000— $21.27万 新建仓
VXUS VANGUARD STAR FDS $21.40万0.13%2,503 2,503— $21.40万 新建仓
NVO NOVO-NORDISK A S $21.57万0.13%4,500 861.9% $4,123 重新持有
EPAC ENERPAC TOOL GROUP CORP $21.61万0.13%6,025 00.0% — 不变
UPS UNITED PARCEL SVCS INC $21.69万0.13%2,018 2,018— $21.69万 新建仓
SPYD SPDR SERIES TRUST $22.41万0.14%4,698 -100-2.1% -$4,771 减仓
SCHR SCHWAB STRATEGIC TR $22.61万0.14%9,168 -911-9.0% -$2.25万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $22.75万0.14%1,661 -78-4.5% -$1.07万 减仓
WFC WELLS FARGO & CO $22.90万0.14%2,771 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $23.01万0.14%785 172.2% $4,984 加仓
XLV SELECT SECTOR SPDR TR $23.50万0.15%1,481 1,481— $23.50万 新建仓
CB CHUBB LIMITED $23.68万0.15%695 -20-2.8% -$6,815 减仓
PPA INVESCO EXCHANGE TRADED FD T $24.07万0.15%1,363 -374-21.5% -$6.60万 减仓
PCAR PACCAR INC $24.25万0.15%2,018 00.0% — 不变
VUG VANGUARD INDEX FDS $24.78万0.15%2,877 2,435550.9% $20.97万 重新持有
ADI ANALOG DEVICES INC $25.14万0.16%633 633— $25.14万 新建仓
LOW LOWES COS INC $25.33万0.16%1,149 383.4% $8,377 加仓
SDY SPDR SERIES TRUST $25.98万0.16%1,707 503.0% $7,609 加仓
ADP AUTOMATIC DATA PROCESSING IN $26.02万0.16%1,162 -66-5.4% -$1.48万 减仓
MSCI MSCI INC $26.15万0.16%467 00.0% — 不变
AMGN AMGEN INC $26.36万0.16%728 527.7% $1.88万 加仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $27.62万0.17%26,126 26,126— $27.62万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $27.63万0.17%3,075 3,075— $27.63万 新建仓
HEDJ WISDOMTREE TR $27.81万0.17%4,879 -817-14.3% -$4.66万 减仓
XLC SELECT SECTOR SPDR TR $28.72万0.18%2,681 2,681— $28.72万 新建仓
SPG SIMON PPTY GROUP INC NEW $29.07万0.18%1,300 1028.5% $2.28万 加仓
XLE SELECT SECTOR SPDR TR $29.15万0.18%5,488 5,488— $29.15万 新建仓
LRCX LAM RESEARCH CORP $29.47万0.18%680 680— $29.47万 新建仓
AGG ISHARES TR $29.56万0.18%2,986 -151-4.8% -$1.49万 减仓
IWR ISHARES TR $30.18万0.19%2,736 10.0% $110 加仓
EPD ENTERPRISE PRODS PARTNERS L $31.04万0.19%8,445 00.0% — 不变
AXON AXON ENTERPRISE INC $31.11万0.19%555 555— $31.11万 新建仓
TJX TJX COS INC NEW $31.33万0.19%2,068 00.0% — 不变
BLK BLACKROCK INC $31.35万0.19%326 92.8% $8,654 加仓
COF CAPITAL ONE FINL CORP $31.83万0.20%1,587 1,587— $31.83万 新建仓
T AT&T INC $32.18万0.20%15,548 -94-0.6% -$1,946 减仓
AMAT APPLIED MATLS INC $32.75万0.20%453 453— $32.75万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $33.37万0.21%5,792 1071.9% $6,166 加仓
CCNE CNB FINL CORP PA $33.39万0.21%9,904 10.0% $34 加仓
AMT AMERICAN TOWER CORP $33.45万0.21%2,045 00.0% — 不变
QUAL ISHARES TR $33.66万0.21%1,534 191.3% $4,169 加仓
XAR SPDR SERIES TRUST $33.77万0.21%1,190 -470-28.3% -$13.34万 减仓
MU MICRON TECHNOLOGY INC $34.17万0.21%296 296— $34.17万 新建仓
PAA PLAINS ALL AMERN PIPELINE L $34.41万0.21%15,457 00.0% — 不变
ABT ABBOTT LABORATORIES $34.54万0.21%3,806 -699-15.5% -$6.34万 减仓
COWZ PACER FDS TR $34.80万0.22%5,595 4609.0% $2.86万 加仓
USMV ISHARES TR $34.95万0.22%3,623 00.0% — 不变
MTUM ISHARES TR $35.89万0.22%1,047 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $35.94万0.22%4,350 00.0% — 不变
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $36.55万0.23%12,128 2,00519.8% $6.04万 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $36.78万0.23%6,700 00.0% — 不变
UNP UNION PAC CORP $37.26万0.23%1,370 251.9% $6,800 加仓
IJR ISHARES TR $37.59万0.23%2,535 -147-5.5% -$2.18万 减仓
UBER UBER TECHNOLOGIES INC $38.45万0.24%5,328 64913.9% $4.68万 加仓
PNC PNC FINL SVCS GROUP INC $38.93万0.24%1,581 60962.7% $14.99万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $39.15万0.24%820 20.2% $955 加仓
TMO THERMO FISHER SCIENTIFIC INC $39.16万0.24%781 00.0% — 不变
BUI BLACKROCK UTILS INFRASTRUCTU $39.28万0.24%13,539 9327.4% $2.70万 加仓
— TTEC HLDGS INC $39.69万0.25%204,590 95,00086.7% $18.43万 加仓
CNI CANADIAN NATL RY CO $41.36万0.26%3,469 70.2% $835 加仓
KO COCA COLA CO $42.61万0.26%5,243 1112.2% $9,021 加仓
KMB KIMBERLY-CLARK CORP $42.65万0.26%3,885 64119.8% $7.04万 加仓
VOO VANGUARD INDEX FDS $43.21万0.27%629 8816.3% $6.05万 加仓
XLK SELECT SECTOR SPDR TR $43.84万0.27%2,301 2,301— $43.84万 新建仓
MDLZ MONDELEZ INTL INC $44.00万0.27%7,607 -177-2.3% -$1.02万 减仓
GRC GORMAN RUPP CO $45.87万0.28%5,000 00.0% — 不变
ET ENERGY TRANSFER L P $47.22万0.29%24,697 1,4006.0% $2.68万 加仓
RTX RTX CORPORATION $48.28万0.30%2,545 622.5% $1.18万 加仓
AME AMETEK INC $48.39万0.30%2,000 00.0% — 不变
TFC TRUIST FINL CORP $49.22万0.30%9,880 -16-0.2% -$797 减仓
IBB ISHARES TR $49.43万0.31%2,599 00.0% — 不变
MO ALTRIA GROUP INC $50.36万0.31%6,999 3595.4% $2.58万 加仓
SMH VANECK ETF TRUST $50.56万0.31%771 16527.2% $10.82万 加仓
GLW CORNING INC $50.60万0.31%1,981 10.1% $255 加仓
XCHYX CALAMOS CONV & HIGH INCOME F $50.75万0.31%37,261 7852.2% $1.07万 加仓
IJH ISHARES TR $51.07万0.32%6,623 -574-8.0% -$4.43万 减仓