13F 机构持仓

Chancellor Financial Group WB LP

WILKES-BARRE PA · SEC CIK 0002059742

2026Q22026Q1 更早 9 个季度 🔒
$1.41亿2026Q1 申报市值
140持仓数
47.2%前十大占比 · 第一大 13.8%
11 / 7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 13.8%
MSFT 7.6%
IVV 5.4%
NVDA 4.3%
AMZN 3.6%
GOOGL 3.1%
JNJ 2.8%
NEE 2.7%
V 2.1%
C 1.9%

2026Q1 买入最多 按季末市值估算

NVDA 加仓+$46.36万
CI 新建仓+$43.29万
IVV 加仓+$30.90万
PPA 新建仓+$28.79万
AVGO 加仓+$23.77万

2026Q1 卖出最多 按季末市值估算

MSFT 减仓-$44.09万
PEP 减仓-$44.02万
PFE 清仓-$37.82万
AMZN 减仓-$34.24万
CRM 清仓-$34.07万

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
BA BOEING CO $58.46万0.41%2,937 1,16465.7% $23.17万 加仓
HD HOME DEPOT INC $59.47万0.42%1,808 32622.0% $10.72万 加仓
PM PHILIP MORRIS INTL INC $59.97万0.42%3,627 110.3% $1,819 加仓
RS RELIANCE INC $60.78万0.43%2,000 00.0% — 不变
YUM YUM BRANDS INC $60.93万0.43%3,919 10.0% $155 加仓
WMT WALMART INC $62.25万0.44%5,009 10.0% $124 加仓
MRK MERCK & CO INC $71.20万0.50%5,919 -363-5.8% -$4.37万 减仓
DIS DISNEY WALT CO $71.36万0.51%7,404 10.0% $96 加仓
EOS EATON VANCE ENHANCED EQUITY $71.36万0.51%34,879 4341.3% $8,880 加仓
VTI VANGUARD INDEX FDS $71.49万0.51%2,228 30.1% $963 加仓
META META PLATFORMS INC $76.96万0.54%1,345 -106-7.3% -$6.07万 减仓
WM WASTE MGMT INC DEL $77.39万0.55%3,368 170.5% $3,906 加仓
LLY ELI LILLY & CO $83.07万0.59%903 -25-2.7% -$2.30万 减仓
GEV GE VERNOVA INC $88.69万0.63%1,016 00.0% — 不变
MCD MCDONALDS CORP $88.98万0.63%2,863 110.4% $3,419 加仓
HEI HEICO CORP NEW $89.74万0.64%3,273 10.0% $274 加仓
IVW ISHARES TR $92.59万0.66%8,185 -250-3.0% -$2.83万 减仓
GE GE AEROSPACE $92.61万0.66%3,263 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $95.34万0.67%4,433 00.0% — 不变
CVX CHEVRON CORPORATION $95.38万0.68%4,610 -77-1.6% -$1.59万 减仓
ADM ARCHER DANIELS MIDLAND CO $98.27万0.70%13,520 180.1% $1,308 加仓
MA MASTERCARD INCORPORATED $98.64万0.70%1,974 -3-0.2% -$1,499 减仓
VZ VERIZON COMMUNICATIONS INC $103.41万0.73%20,599 -7-0.0% -$351 减仓
— EXXON MOBIL CORP $103.54万0.73%6,103 430.7% $7,295 加仓
BTO HANCOCK JOHN FINL OPPTYS $111.90万0.79%31,197 2090.7% $7,497 加仓
UNH UNITEDHEALTH GROUP INC $114.81万0.81%4,243 -1-0.0% -$271 减仓
DE DEERE & CO $117.70万0.83%2,089 00.0% — 不变
ABBV ABBVIE INC $118.24万0.84%5,437 531.0% $1.15万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $125.93万0.89%2,628 00.0% — 不变
PG PROCTER & GAMBLE CO $130.09万0.92%9,006 170.2% $2,456 加仓
— CITIGROUP INC 看涨期权 $134.89万0.95%246 -4-1.6% -$2.19万 减仓
COST COSTCO WHOLESALE CORPORATION $149.28万1.06%1,498 755.3% $7.47万 加仓
PPL PPL CORP $151.36万1.07%39,624 1510.4% $5,768 加仓
BAC BANK AMERICA CORP $170.80万1.21%35,037 -86-0.2% -$4,192 减仓
PEP PEPSICO INC $176.99万1.25%11,398 -2,835-19.9% -$44.02万 减仓
BF/B BROWN FORMAN CORP $178.88万1.27%67,655 50.0% $132 加仓
CMI CUMMINS INC $196.75万1.39%3,657 00.0% — 不变
CAT CATERPILLAR INC $203.56万1.44%2,873 20.1% $1,417 加仓
AVGO BROADCOM INC $212.70万1.51%6,872 76812.6% $23.77万 加仓
JPM JPMORGAN CHASE & CO $237.25万1.68%8,065 -118-1.4% -$3.47万 减仓
GOOG ALPHABET INC $241.65万1.71%8,424 1341.6% $3.84万 加仓
C CITIGROUP INC $264.50万1.87%23,323 4151.8% $4.71万 加仓
V VISA INC $291.27万2.06%9,637 -68-0.7% -$2.06万 减仓
NEE NEXTERA ENERGY INC $376.11万2.66%40,494 240.1% $2,229 加仓
JNJ JOHNSON & JOHNSON $389.30万2.76%15,926 550.3% $1.34万 加仓
GOOGL ALPHABET INC $442.38万3.13%15,384 -85-0.5% -$2.44万 减仓
AMZN AMAZON COM INC $503.22万3.56%24,162 -1,644-6.4% -$34.24万 减仓
NVDA NVIDIA CORPORATION $613.69万4.34%35,189 2,6588.2% $46.36万 加仓
IVV ISHARES TR $759.74万5.38%11,631 4734.2% $30.90万 加仓
MSFT MICROSOFT CORP $1,068.68万7.56%28,870 -1,191-4.0% -$44.09万 减仓
AAPL APPLE INC $1,956.80万13.85%77,103 1990.3% $5.05万 加仓