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
AAPL APPLE INC $1,956.80万13.85%77,103 1990.3% $5.05万 加仓
MSFT MICROSOFT CORP $1,068.68万7.56%28,870 -1,191-4.0% -$44.09万 减仓
IVV ISHARES TR $759.74万5.38%11,631 4734.2% $30.90万 加仓
NVDA NVIDIA CORPORATION $613.69万4.34%35,189 2,6588.2% $46.36万 加仓
AMZN AMAZON COM INC $503.22万3.56%24,162 -1,644-6.4% -$34.24万 减仓
GOOGL ALPHABET INC $442.38万3.13%15,384 -85-0.5% -$2.44万 减仓
JNJ JOHNSON & JOHNSON $389.30万2.76%15,926 550.3% $1.34万 加仓
NEE NEXTERA ENERGY INC $376.11万2.66%40,494 240.1% $2,229 加仓
V VISA INC $291.27万2.06%9,637 -68-0.7% -$2.06万 减仓
C CITIGROUP INC $264.50万1.87%23,323 4151.8% $4.71万 加仓
GOOG ALPHABET INC $241.65万1.71%8,424 1341.6% $3.84万 加仓
JPM JPMORGAN CHASE & CO $237.25万1.68%8,065 -118-1.4% -$3.47万 减仓
AVGO BROADCOM INC $212.70万1.51%6,872 76812.6% $23.77万 加仓
CAT CATERPILLAR INC $203.56万1.44%2,873 20.1% $1,417 加仓
CMI CUMMINS INC $196.75万1.39%3,657 00.0% — 不变
BF/B BROWN FORMAN CORP $178.88万1.27%67,655 50.0% $132 加仓
PEP PEPSICO INC $176.99万1.25%11,398 -2,835-19.9% -$44.02万 减仓
BAC BANK AMERICA CORP $170.80万1.21%35,037 -86-0.2% -$4,192 减仓
PPL PPL CORP $151.36万1.07%39,624 1510.4% $5,768 加仓
COST COSTCO WHOLESALE CORPORATION $149.28万1.06%1,498 755.3% $7.47万 加仓
— CITIGROUP INC 看涨期权 $134.89万0.95%246 -4-1.6% -$2.19万 减仓
PG PROCTER & GAMBLE CO $130.09万0.92%9,006 170.2% $2,456 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $125.93万0.89%2,628 00.0% — 不变
ABBV ABBVIE INC $118.24万0.84%5,437 531.0% $1.15万 加仓
DE DEERE & CO $117.70万0.83%2,089 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $114.81万0.81%4,243 -1-0.0% -$271 减仓
BTO HANCOCK JOHN FINL OPPTYS $111.90万0.79%31,197 2090.7% $7,497 加仓
— EXXON MOBIL CORP $103.54万0.73%6,103 430.7% $7,295 加仓
VZ VERIZON COMMUNICATIONS INC $103.41万0.73%20,599 -7-0.0% -$351 减仓
MA MASTERCARD INCORPORATED $98.64万0.70%1,974 -3-0.2% -$1,499 减仓
ADM ARCHER DANIELS MIDLAND CO $98.27万0.70%13,520 180.1% $1,308 加仓
CVX CHEVRON CORPORATION $95.38万0.68%4,610 -77-1.6% -$1.59万 减仓
VIG VANGUARD SPECIALIZED FUNDS $95.34万0.67%4,433 00.0% — 不变
GE GE AEROSPACE $92.61万0.66%3,263 00.0% — 不变
IVW ISHARES TR $92.59万0.66%8,185 -250-3.0% -$2.83万 减仓
HEI HEICO CORP NEW $89.74万0.64%3,273 10.0% $274 加仓
MCD MCDONALDS CORP $88.98万0.63%2,863 110.4% $3,419 加仓
GEV GE VERNOVA INC $88.69万0.63%1,016 00.0% — 不变
LLY ELI LILLY & CO $83.07万0.59%903 -25-2.7% -$2.30万 减仓
WM WASTE MGMT INC DEL $77.39万0.55%3,368 170.5% $3,906 加仓
META META PLATFORMS INC $76.96万0.54%1,345 -106-7.3% -$6.07万 减仓
VTI VANGUARD INDEX FDS $71.49万0.51%2,228 30.1% $963 加仓
EOS EATON VANCE ENHANCED EQUITY $71.36万0.51%34,879 4341.3% $8,880 加仓
DIS DISNEY WALT CO $71.36万0.51%7,404 10.0% $96 加仓
MRK MERCK & CO INC $71.20万0.50%5,919 -363-5.8% -$4.37万 减仓
WMT WALMART INC $62.25万0.44%5,009 10.0% $124 加仓
YUM YUM BRANDS INC $60.93万0.43%3,919 10.0% $155 加仓
RS RELIANCE INC $60.78万0.43%2,000 00.0% — 不变
PM PHILIP MORRIS INTL INC $59.97万0.42%3,627 110.3% $1,819 加仓
HD HOME DEPOT INC $59.47万0.42%1,808 32622.0% $10.72万 加仓
BA BOEING CO $58.46万0.41%2,937 1,16465.7% $23.17万 加仓
TSLA TESLA INC $57.25万0.41%1,540 00.0% — 不变
DHR DANAHER CORP DEL $54.24万0.38%2,861 00.0% — 不变
PWR QUANTA SVCS INC $54.24万0.38%988 00.0% — 不变
QCOM QUALCOMM INC $51.22万0.36%3,978 10.0% $129 加仓
IJH ISHARES TR $48.60万0.34%7,197 00.0% — 不变
IWM ISHARES TR $48.08万0.34%1,939 -36-1.8% -$8,927 减仓
RTX RTX CORPORATION $47.90万0.34%2,483 70.3% $1,350 加仓
QQQ INVESCO QQQ TR $47.56万0.34%824 -75-8.3% -$4.33万 减仓
ABT ABBOTT LABORATORIES $46.25万0.33%4,505 882.0% $9,035 加仓
TFC TRUIST FINL CORP $45.49万0.32%9,896 1501.5% $6,895 加仓
T AT&T INC $45.35万0.32%15,642 2191.4% $6,349 加仓
ET ENERGY TRANSFER L P $44.96万0.32%23,297 -300-1.3% -$5,790 减仓
MDLZ MONDELEZ INTL INC $44.87万0.32%7,784 710.9% $4,093 加仓
IBB ISHARES TR $43.88万0.31%2,599 10.0% $169 加仓
MO ALTRIA GROUP INC $43.82万0.31%6,640 1322.0% $8,710 加仓
CI THE CIGNA GROUP $43.29万0.31%1,623 1,623— $43.29万 新建仓
AME AMETEK INC $42.87万0.30%2,000 00.0% — 不变
PWB INVESCO EXCHANGE TRADED FD T $42.74万0.30%3,394 310.9% $3,904 加仓
XAR SPDR SERIES TRUST $42.16万0.30%1,660 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $40.41万0.29%1,667 40031.6% $9.70万 加仓
XCHYX CALAMOS CONV & HIGH INCOME F $39.72万0.28%36,476 8712.4% $9,485 加仓
KO COCA COLA CO $39.03万0.28%5,132 -45-0.9% -$3,422 减仓
TMO THERMO FISHER SCIENTIFIC INC $38.39万0.27%781 00.0% — 不变
CSCO CISCO SYS INC $37.04万0.26%4,773 -51-1.1% -$3,957 减仓
CNI CANADIAN NATL RY CO $35.58万0.25%3,462 70.2% $719 加仓
AMT AMERICAN TOWER CORP $35.29万0.25%2,045 -75-3.5% -$1.29万 减仓
PAA PLAINS ALL AMERN PIPELINE L $34.52万0.24%15,457 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $34.48万0.24%5,685 -5,299-48.2% -$32.14万 减仓
UBER UBER TECHNOLOGIES INC $33.66万0.24%4,679 84021.9% $6.04万 加仓
USMV ISHARES TR $33.60万0.24%3,623 -120-3.2% -$1.11万 减仓
COHR COHERENT CORP $33.59万0.24%1,410 -300-17.5% -$7.15万 减仓
IJR ISHARES TR $33.35万0.24%2,682 00.0% — 不变
BUI BLACKROCK UTILS INFRASTRUCTU $33.26万0.24%12,607 1,1009.6% $2.90万 加仓
TJX TJX COS INC NEW $33.03万0.23%2,068 00.0% — 不变
UNP UNION PAC CORP $32.63万0.23%1,345 -11-0.8% -$2,669 减仓
VOO VANGUARD INDEX FDS $32.31万0.23%541 132.5% $7,765 加仓
COWZ PACER FDS TR $32.12万0.23%5,135 3757.9% $2.35万 加仓
EPD ENTERPRISE PRODS PARTNERS L $31.95万0.23%8,445 -435-4.9% -$1.65万 减仓
KMB KIMBERLY-CLARK CORP $31.30万0.22%3,244 46716.8% $4.51万 加仓
AGG ISHARES TR $31.14万0.22%3,137 -1,266-28.8% -$12.57万 减仓
LDOS LEIDOS HOLDINGS INC $31.10万0.22%2,000 -200-9.1% -$3.11万 减仓
GRC GORMAN RUPP CO $31.07万0.22%5,000 00.0% — 不变
BLK BLACKROCK INC $30.49万0.22%317 00.0% — 不变
HEDJ WISDOMTREE TR $29.79万0.21%5,696 -420-6.9% -$2.20万 减仓
VOOG VANGUARD ADMIRAL FDS INC $29.56万0.21%725 00.0% — 不变
QUAL ISHARES TR $29.05万0.21%1,515 10.1% $192 加仓
PPA INVESCO EXCHANGE TRADED FD T $28.79万0.20%1,737 1,737— $28.79万 新建仓
CCNE CNB FINL CORP PA $28.68万0.20%9,903 20.0% $58 加仓
BR BROADRIDGE FINL SOLUTIONS IN $28.26万0.20%1,739 00.0% — 不变