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
TSM TAIWAN SEMICONDUCTOR MANUFAC $27.65万0.20%818 -454-35.7% -$15.35万 减仓
— TTEC HLDGS INC $27.40万0.19%109,590 77,200238.3% $19.30万 加仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $27.00万0.19%10,123 -85-0.8% -$2,267 减仓
GLW CORNING INC $26.92万0.19%1,980 -448-18.5% -$6.09万 减仓
IWR ISHARES TR $26.59万0.19%2,735 -120-4.2% -$1.17万 减仓
— NUVEEN PA INVT QUALITY MUN F $26.51万0.19%22,218 00.0% — 不变
LOW LOWES COS INC $26.24万0.19%1,111 282.6% $6,613 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $26.11万0.18%6,700 00.0% — 不变
— AMAZON COM INC 看涨期权 $25.67万0.18%30 30— $25.67万 新建仓
MSCI MSCI INC $25.17万0.18%467 00.0% — 不变
MTUM ISHARES TR $25.13万0.18%1,047 -21-2.0% -$5,040 减仓
SCHR SCHWAB STRATEGIC TR $25.11万0.18%10,079 20.0% $50 加仓
ADP AUTOMATIC DATA PROCESSING IN $24.95万0.18%1,228 -10-0.8% -$2,032 减仓
SDY SPDR SERIES TRUST $24.18万0.17%1,657 503.1% $7,297 加仓
AMGN AMGEN INC $23.79万0.17%676 00.0% — 不变
SJM SMUCKER J M CO $23.43万0.17%2,430 2,430— $23.43万 新建仓
PCAR PACCAR INC $23.31万0.17%2,018 00.0% — 不变
CB CHUBB LTD SWITZ $23.30万0.16%715 101.4% $3,259 加仓
SMH VANECK ETF TRUST $23.23万0.16%606 606— $23.23万 新建仓
B BARRICK MNG CORP $22.74万0.16%5,575 00.0% — 不变
— HONEYWELL INTL INC $22.56万0.16%998 -127-11.3% -$2.87万 重新持有
DVN DEVON ENERGY CORP NEW $22.37万0.16%4,445 4,445— $22.37万 新建仓
SPG SIMON PPTY GROUP INC NEW $22.35万0.16%1,198 -12-1.0% -$2,238 减仓
APD AIR PRODUCTS AND CHEMICALS I $22.31万0.16%768 91.2% $2,614 重新持有
AMD ADVANCED MICRO DEVICES INC $22.21万0.16%1,092 12012.3% $2.44万 加仓
TMUS T-MOBILE US INC $22.12万0.16%1,053 00.0% — 不变
WFC WELLS FARGO & CO $22.06万0.16%2,771 00.0% — 不变
EPAC ENERPAC TOOL GROUP CORP $21.97万0.16%6,025 00.0% — 不变
SPYD SPDR SERIES TRUST $21.84万0.15%4,798 -94-1.9% -$4,279 减仓
DUK DUKE ENERGY CORP NEW $21.32万0.15%1,628 1,628— $21.32万 新建仓
OKE ONEOK INC NEW $21.05万0.15%2,328 2,328— $21.05万 新建仓
CME CME GROUP INC $20.76万0.15%703 703— $20.76万 新建仓
AON AON PLC $20.72万0.15%642 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $20.46万0.14%2,527 863.5% $6,962 重新持有
LMT LOCKHEED MARTIN CORP $20.28万0.14%336 336— $20.28万 新建仓
PNC PNC FINL SVCS GROUP INC $20.23万0.14%972 -50-4.9% -$1.04万 减仓
GAB GABELLI EQUITY TR INC $11.18万0.08%19,965 3451.8% $1,932 加仓
— EVOLUTION PETE CORP $6.69万0.05%14,602 2,75223.2% $1.26万 加仓
— BITFARMS LTD $3.36万0.02%17,231 00.0% — 不变
— GABELLI EQUITY TR INC $1370.00%19,640 19,640— $137 新建仓
DVY ISHARES TR $00.00%0 —— — 申报中断
PFE PFIZER INC $00.00%0 -15,189-100.0% -$37.82万 清仓
CRM SALESFORCE INC $00.00%0 -1,286-100.0% -$34.07万 清仓
ORCL ORACLE CORP $00.00%0 -1,642-100.0% -$32.00万 清仓
SPY SPDR S&P 500 ETF TR $00.00%0 —— — 申报中断
ACN ACCENTURE PLC IRELAND $00.00%0 -1,068-100.0% -$28.65万 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -1,643-100.0% -$26.61万 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 -2,020-100.0% -$25.43万 清仓
NVO NOVO-NORDISK A S $00.00%0 —— — 申报中断
INTU INTUIT $00.00%0 -337-100.0% -$22.32万 清仓
VUG VANGUARD INDEX FDS $00.00%0 —— — 申报中断