Chatterton & Associates Inc.
ANAHEIM CA · SEC CIK 0002102688
$1.43亿2026Q1 申报市值
97持仓数
36.4%前十大占比 · 第一大 5.2%
18 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOVT 加仓+$327.19万
CORO 新建仓+$321.41万
ACWX 新建仓+$289.90万
SPYM 加仓+$286.33万
BLCR 新建仓+$171.92万
2026Q1 卖出最多 按季末市值估算
XLG 清仓-$349.59万
GLDM 减仓-$348.26万
SPYG 减仓-$316.19万
IEMG 清仓-$224.50万
EFV 减仓-$81.20万
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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -58,972 | -100.0% | -$349.59万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -33,398 | -100.0% | -$224.50万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -7,384 | -100.0% | -$71.09万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -2,545 | -100.0% | -$25.07万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SO | SOUTHERN CO | $20.18万 | 0.14% | 2,068 | 2,068 | — | $20.18万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.11万 | 0.15% | 3,125 | 3,125 | — | $21.11万 | 新建仓 |
| ASML | ASML HOLDING N V | $21.15万 | 0.15% | 146 | 146 | — | $21.15万 | 新建仓 |
| SHY | ISHARES TR | $21.60万 | 0.15% | 2,620 | 2,620 | — | $21.60万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $21.95万 | 0.15% | 9,115 | 0 | 0.0% | — | 不变 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $22.07万 | 0.15% | 6,915 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SER TR | $22.10万 | 0.15% | 821 | 821 | — | $22.10万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $22.47万 | 0.16% | 931 | 931 | — | $22.47万 | 新建仓 |
| SLV | ISHARES SILVER TR | $23.73万 | 0.17% | 3,470 | 3,470 | — | $23.73万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $24.36万 | 0.17% | 785 | 122 | 18.4% | $3.79万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $24.81万 | 0.17% | 2,973 | 2,973 | — | $24.81万 | 新建仓 |
| DIS | DISNEY WALT CO | $24.85万 | 0.17% | 2,490 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.85万 | 0.17% | 4,299 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $24.98万 | 0.18% | 242 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $25.42万 | 0.18% | 569 | 74 | 14.9% | $3.31万 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.90万 | 0.18% | 651 | 651 | — | $25.90万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.43万 | 0.19% | 1,186 | 1,186 | — | $26.43万 | 新建仓 |
| AMGN | AMGEN INC | $26.46万 | 0.19% | 744 | -30 | -3.9% | -$1.07万 | 减仓 |
| ETN | EATON CORP PLC | $26.67万 | 0.19% | 666 | 666 | — | $26.67万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $26.90万 | 0.19% | 1,562 | 1,562 | — | $26.90万 | 新建仓 |
| GOOG | ALPHABET INC | $27.11万 | 0.19% | 857 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ETF TRUST II | $28.17万 | 0.20% | 8,042 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $29.07万 | 0.20% | 1,501 | 399 | 36.2% | $7.73万 | 加仓 |
| OEF | ISHARES TR | $29.22万 | 0.20% | 878 | 250 | 39.8% | $8.32万 | 加仓 |
| DVY | ISHARES TR | $30.51万 | 0.21% | 1,988 | 269 | 15.6% | $4.13万 | 加仓 |
| IJR | ISHARES TR | $31.56万 | 0.22% | 2,414 | 2,414 | — | $31.56万 | 新建仓 |
| ORCL | ORACLE CORP | $31.68万 | 0.22% | 2,298 | 2,298 | — | $31.68万 | 新建仓 |
| GEV | GE VERNOVA LLC | $32.53万 | 0.23% | 336 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $33.42万 | 0.23% | 967 | -187 | -16.2% | -$6.46万 | 减仓 |
| DGRO | ISHARES TR | $33.47万 | 0.23% | 4,630 | -20 | -0.4% | -$1,446 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $33.63万 | 0.24% | 6,670 | 2,439 | 57.6% | $12.30万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $33.82万 | 0.24% | 736 | 736 | — | $33.82万 | 新建仓 |
| EMXC | ISHARES INC | $34.58万 | 0.24% | 4,085 | 967 | 31.0% | $8.19万 | 加仓 |
| META | META PLATFORMS INC | $35.13万 | 0.25% | 559 | 39 | 7.5% | $2.45万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $38.05万 | 0.27% | 2,678 | 948 | 54.8% | $13.47万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.11万 | 0.27% | 1,649 | -300 | -15.4% | -$7.12万 | 减仓 |
| SUB | ISHARES TR | $44.29万 | 0.31% | 4,156 | 1,863 | 81.2% | $19.86万 | 加仓 |
| WMT | WALMART INC | $46.25万 | 0.32% | 3,582 | 945 | 35.8% | $12.20万 | 加仓 |
| SHV | ISHARES TR | $46.90万 | 0.33% | 4,257 | -252 | -5.6% | -$2.78万 | 减仓 |
| EFG | ISHARES TR | $48.11万 | 0.34% | 4,073 | 1,103 | 37.1% | $13.03万 | 加仓 |
| QQQ | INVESCO QQQ TR | $51.07万 | 0.36% | 837 | -98 | -10.5% | -$5.98万 | 减仓 |
| LLY | ELI LILLY & CO | $53.20万 | 0.37% | 557 | 69 | 14.1% | $6.59万 | 加仓 |
| SYSB | ISHARES TR | $53.81万 | 0.38% | 6,033 | 1,740 | 40.5% | $15.52万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $54.38万 | 0.38% | 1,377 | 750 | 119.6% | $29.62万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $54.54万 | 0.38% | 10,851 | 5,366 | 97.8% | $26.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $60.38万 | 0.42% | 966 | 396 | 69.5% | $24.75万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $60.56万 | 0.42% | 4,129 | 565 | 15.9% | $8.29万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $61.78万 | 0.43% | 10,777 | 4,590 | 74.2% | $26.31万 | 加仓 |
| HDV | ISHARES TR | $63.36万 | 0.44% | 4,679 | 188 | 4.2% | $2.55万 | 加仓 |
| AVGO | BROADCOM INC | $64.27万 | 0.45% | 1,811 | 202 | 12.6% | $7.17万 | 加仓 |
| CVX | CHEVRON CORP NEW | $65.24万 | 0.46% | 3,427 | 57 | 1.7% | $1.09万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $65.42万 | 0.46% | 2,090 | 70 | 3.5% | $2.19万 | 加仓 |
| TLH | ISHARES TR | $66.88万 | 0.47% | 6,631 | 3,306 | 99.4% | $33.34万 | 加仓 |
| ESGU | ISHARES TR | $71.39万 | 0.50% | 4,835 | 1,083 | 28.9% | $15.99万 | 加仓 |
| AMZN | AMAZON COM INC | $73.51万 | 0.52% | 3,146 | -26 | -0.8% | -$6,075 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.05万 | 0.54% | 1,588 | 98 | 6.6% | $4.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $82.81万 | 0.58% | 4,503 | -634 | -12.3% | -$11.66万 | 减仓 |
| — | EXXON MOBIL CORP | $84.76万 | 0.59% | 5,467 | 616 | 12.7% | $9.55万 | 加仓 |
| GOOGL | ALPHABET INC | $95.90万 | 0.67% | 3,011 | -163 | -5.1% | -$5.19万 | 减仓 |
| USMV | ISHARES TR | $103.36万 | 0.72% | 11,012 | 1,972 | 21.8% | $18.51万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $145.78万 | 1.02% | 2,111 | 13 | 0.6% | $8,977 | 加仓 |
| MSFT | MICROSOFT CORP | $147.81万 | 1.04% | 3,962 | 576 | 17.0% | $21.49万 | 加仓 |
| AAPL | APPLE INC | $150.64万 | 1.06% | 5,783 | 899 | 18.4% | $23.42万 | 加仓 |
| SHLD | GLOBAL X FDS | $155.92万 | 1.09% | 20,999 | 11,499 | 121.0% | $85.38万 | 加仓 |
| ACWV | ISHARES INC | $157.25万 | 1.10% | 12,962 | 403 | 3.2% | $4.89万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $166.10万 | 1.16% | 2,443 | -233 | -8.7% | -$15.84万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $171.92万 | 1.20% | 39,037 | 39,037 | — | $171.92万 | 新建仓 |
| BA | BOEING CO | $179.90万 | 1.26% | 8,175 | 1,025 | 14.3% | $22.56万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $195.24万 | 1.37% | 37,395 | 262 | 0.7% | $1.37万 | 加仓 |
| MUB | ISHARES TR | $218.85万 | 1.53% | 20,453 | 5,130 | 33.5% | $54.89万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $221.50万 | 1.55% | 57,743 | 13,304 | 29.9% | $51.03万 | 加仓 |
| IAGG | ISHARES TR | $223.08万 | 1.56% | 44,589 | 13,562 | 43.7% | $67.85万 | 加仓 |
| ISTB | ISHARES TR | $226.35万 | 1.59% | 46,719 | 2,383 | 5.4% | $11.55万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $236.06万 | 1.65% | 19,229 | 4,268 | 28.5% | $52.39万 | 加仓 |
| IVV | ISHARES TR | $246.43万 | 1.73% | 3,608 | 860 | 31.3% | $58.74万 | 加仓 |
| QUAL | ISHARES TR | $254.36万 | 1.78% | 12,702 | 2,718 | 27.2% | $54.43万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $256.73万 | 1.80% | 29,974 | 8,087 | 36.9% | $69.27万 | 加仓 |
| EFV | ISHARES TR | $267.79万 | 1.88% | 34,531 | -10,471 | -23.3% | -$81.20万 | 减仓 |
| BAI | Blackrock ETF Trust | $268.24万 | 1.88% | 71,818 | 19,854 | 38.2% | $74.15万 | 加仓 |
| SELV | SEI EXCHANGE TRADED FUNDS | $275.02万 | 1.93% | 84,415 | 37,805 | 81.1% | $123.17万 | 加仓 |
| ACWX | ISHARES TR | $289.90万 | 2.03% | 40,202 | 40,202 | — | $289.90万 | 新建仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $320.83万 | 2.25% | 132,412 | 40,031 | 43.3% | $97.00万 | 加仓 |
| CORO | Blackrock ETF Trust | $321.41万 | 2.25% | 94,810 | 94,810 | — | $321.41万 | 新建仓 |
| SPYG | SPDR SER TR | $323.74万 | 2.27% | 31,129 | -30,403 | -49.4% | -$316.19万 | 减仓 |
| MBB | ISHARES TR | $356.87万 | 2.50% | 37,502 | 10,449 | 38.6% | $99.43万 | 加仓 |
| GOVT | ISHARES TR | $367.13万 | 2.57% | 160,391 | 142,942 | 819.2% | $327.19万 | 加仓 |
| KLAC | KLA CORP | $379.13万 | 2.66% | 2,195 | -15 | -0.7% | -$2.59万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $421.77万 | 2.96% | 91,909 | 23,546 | 34.4% | $108.05万 | 加仓 |
| IUSB | BLACKROCK ETF TRUST | $440.59万 | 3.09% | 95,098 | 25,781 | 37.2% | $119.44万 | 加仓 |
| SGOV | ISHARES TR | $441.68万 | 3.10% | 43,966 | 4,670 | 11.9% | $46.91万 | 加仓 |
| GLD | SPDR GOLD TR | $478.64万 | 3.35% | 10,930 | 369 | 3.5% | $16.16万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $499.32万 | 3.50% | 81,575 | 3,670 | 4.7% | $22.46万 | 加仓 |
| IVW | ISHARES TR | $530.60万 | 3.72% | 44,180 | 11,089 | 33.5% | $133.18万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $540.54万 | 3.79% | 232,291 | 61,320 | 35.9% | $142.69万 | 加仓 |
| GLDM | WORLD GOLD TR | $548.83万 | 3.85% | 58,151 | -36,900 | -38.8% | -$348.26万 | 减仓 |