Chancellor Financial Group WB LP
WILKES-BARRE PA · SEC CIK 0002059742
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $52.62万 | 0.33% | 2,431 | -506 | -17.2% | -$10.95万 | 减仓 |
| IWM | ISHARES TR | $53.88万 | 0.33% | 1,793 | -146 | -7.5% | -$4.39万 | 减仓 |
| DHR | DANAHER CORP DEL | $54.50万 | 0.34% | 2,861 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $55.62万 | 0.34% | 1,410 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $58.35万 | 0.36% | 18,400 | 18,400 | — | $58.35万 | 新建仓 |
| QCOM | QUALCOMM INC | $59.01万 | 0.37% | 3,193 | -785 | -19.7% | -$14.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $61.27万 | 0.38% | 832 | 8 | 1.0% | $5,891 | 加仓 |
| YUM | YUM BRANDS INC | $62.67万 | 0.39% | 3,920 | 1 | 0.0% | $160 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $63.15万 | 0.39% | 3,749 | 355 | 10.5% | $5.98万 | 加仓 |
| DIS | DISNEY WALT CO | $65.43万 | 0.41% | 6,798 | -606 | -8.2% | -$5.83万 | 减仓 |
| TSLA | TESLA INC | $65.61万 | 0.41% | 1,560 | 20 | 1.3% | $8,412 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.39万 | 0.41% | 2,361 | 694 | 41.6% | $19.52万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $66.40万 | 0.41% | 3,671 | 44 | 1.2% | $7,959 | 加仓 |
| HD | HOME DEPOT INC | $66.57万 | 0.41% | 1,887 | 79 | 4.4% | $2.79万 | 加仓 |
| CSCO | CISCO SYS INC | $66.95万 | 0.41% | 5,700 | 927 | 19.4% | $10.89万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $69.24万 | 0.43% | 1,192 | 100 | 9.2% | $5.81万 | 加仓 |
| PWR | QUANTA SVCS INC | $71.14万 | 0.44% | 988 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $74.72万 | 0.46% | 2,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $77.64万 | 0.48% | 4,684 | 74 | 1.6% | $1.23万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $78.49万 | 0.49% | 35,613 | 734 | 2.1% | $1.62万 | 加仓 |
| — | EXXON MOBIL CORP | $80.29万 | 0.50% | 5,873 | -230 | -3.8% | -$3.14万 | 减仓 |
| WM | WASTE MGMT INC DEL | $82.83万 | 0.51% | 3,716 | 348 | 10.3% | $7.76万 | 加仓 |
| MRK | MERCK & CO INC | $83.87万 | 0.52% | 6,526 | 607 | 10.3% | $7.80万 | 加仓 |
| MCD | MCDONALDS CORP | $87.50万 | 0.54% | 3,237 | 374 | 13.1% | $10.11万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $88.43万 | 0.55% | 20,886 | 287 | 1.4% | $1.22万 | 加仓 |
| WMT | WALMART INC | $93.92万 | 0.58% | 8,293 | 3,284 | 65.6% | $37.19万 | 加仓 |
| IVW | ISHARES TR | $97.29万 | 0.60% | 7,074 | -1,111 | -13.6% | -$15.28万 | 减仓 |
| META | META PLATFORMS INC | $99.71万 | 0.62% | 1,770 | 425 | 31.6% | $23.94万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $101.08万 | 0.63% | 1,968 | -6 | -0.3% | -$3,082 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $101.12万 | 0.63% | 4,274 | -159 | -3.6% | -$3.76万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $103.41万 | 0.64% | 13,535 | 15 | 0.1% | $1,146 | 加仓 |
| LLY | ELI LILLY & CO | $110.12万 | 0.68% | 918 | 15 | 1.7% | $1.80万 | 加仓 |
| HEI | HEICO CORP NEW | $116.57万 | 0.72% | 3,273 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $119.37万 | 0.74% | 1,016 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $122.90万 | 0.76% | 3,288 | 25 | 0.8% | $9,345 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $123.64万 | 0.77% | 31,366 | 169 | 0.5% | $6,662 | 加仓 |
| PPL | PPL CORP | $128.59万 | 0.80% | 35,376 | -4,248 | -10.7% | -$15.44万 | 减仓 |
| DE | DEERE & CO | $132.40万 | 0.82% | 2,087 | -2 | -0.1% | -$1,269 | 减仓 |
| ABBV | ABBVIE INC | $137.17万 | 0.85% | 5,451 | 14 | 0.3% | $3,523 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $137.26万 | 0.85% | 2,743 | 115 | 4.4% | $5.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $140.15万 | 0.87% | 1,498 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $142.11万 | 0.88% | 3,840 | 1,612 | 72.4% | $59.66万 | 加仓 |
| CAT | CATERPILLAR INC | $152.57万 | 0.94% | 1,433 | -1,440 | -50.1% | -$153.32万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $157.21万 | 0.97% | 10,721 | 1,715 | 19.0% | $25.15万 | 加仓 |
| PEP | PEPSICO INC | $170.73万 | 1.06% | 12,609 | 1,211 | 10.6% | $16.40万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $179.55万 | 1.11% | 4,320 | 77 | 1.8% | $3.20万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $180.34万 | 1.12% | 67,668 | 13 | 0.0% | $346 | 加仓 |
| BAC | BANK OF AMER CORP | $201.24万 | 1.25% | 35,318 | 281 | 0.8% | $1.60万 | 加仓 |
| AVGO | BROADCOM INC | $243.55万 | 1.51% | 6,447 | -425 | -6.2% | -$16.06万 | 减仓 |
| CMI | CUMMINS INC | $260.89万 | 1.62% | 3,658 | 1 | 0.0% | $713 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $286.55万 | 1.77% | 8,754 | 689 | 8.5% | $22.55万 | 加仓 |
| GOOG | ALPHABET INC | $292.03万 | 1.81% | 8,265 | -159 | -1.9% | -$5.62万 | 减仓 |
| C | CITIGROUP INC | $324.56万 | 2.01% | 23,190 | -133 | -0.6% | -$1.86万 | 减仓 |
| V | VISA INC | $331.85万 | 2.05% | 9,672 | 35 | 0.4% | $1.20万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $355.51万 | 2.20% | 40,505 | 11 | 0.0% | $965 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $415.82万 | 2.57% | 16,373 | 447 | 2.8% | $11.35万 | 加仓 |
| GOOGL | ALPHABET INC | $579.82万 | 3.59% | 16,225 | 841 | 5.5% | $30.05万 | 加仓 |
| AMZN | AMAZON COM INC | $610.67万 | 3.78% | 25,622 | 1,460 | 6.0% | $34.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $678.22万 | 4.20% | 33,896 | -1,293 | -3.7% | -$25.87万 | 减仓 |
| IVV | ISHARES TR | $814.89万 | 5.04% | 10,881 | -750 | -6.4% | -$56.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,148.17万 | 7.11% | 30,780 | 1,910 | 6.6% | $71.25万 | 加仓 |
| AAPL | APPLE INC | $2,286.47万 | 14.15% | 79,018 | 1,915 | 2.5% | $55.41万 | 加仓 |