Chatterton & Associates Inc.
ANAHEIM CA · SEC CIK 0002102688
$1.70亿2026Q2 申报市值
101持仓数
43.7%前十大占比 · 第一大 9.2%
12 / 9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
SPYM 加仓+$747.45万
IUSB 加仓+$458.24万
SGOV 加仓+$394.62万
IALT 新建仓+$278.53万
GGOV 新建仓+$243.35万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$243.91万
IAGG 清仓-$223.08万
EFV 减仓-$201.03万
BINC 减仓-$117.53万
XTEN 减仓-$106.38万
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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -44,589 | -100.0% | -$223.08万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,467 | -100.0% | -$84.76万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -3,427 | -100.0% | -$65.24万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -3,582 | -100.0% | -$46.25万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -4,630 | -100.0% | -$33.47万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -744 | -100.0% | -$26.46万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -242 | -100.0% | -$24.98万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,470 | -100.0% | -$23.73万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -2,068 | -100.0% | -$20.18万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.50万 | 0.12% | 475 | 475 | — | $20.50万 | 新建仓 |
| SHY | ISHARES TR | $21.46万 | 0.13% | 2,620 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.89万 | 0.13% | 3,095 | -30 | -1.0% | -$2,122 | 减仓 |
| CVS | CVS HEALTH CORP | $21.94万 | 0.13% | 2,134 | 2,134 | — | $21.94万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $21.99万 | 0.13% | 9,115 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $22.99万 | 0.14% | 945 | 945 | — | $22.99万 | 新建仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $23.28万 | 0.14% | 6,915 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $24.04万 | 0.14% | 2,701 | -200 | -6.9% | -$1.78万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.35万 | 0.14% | 4,299 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $24.43万 | 0.14% | 943 | 12 | 1.3% | $3,109 | 加仓 |
| DIS | DISNEY WALT CO | $24.96万 | 0.15% | 2,595 | 105 | 4.2% | $1.01万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $24.96万 | 0.15% | 353 | 353 | — | $24.96万 | 新建仓 |
| XAR | SPDR SER TR | $25.12万 | 0.15% | 917 | 96 | 11.7% | $2.63万 | 加仓 |
| SHV | ISHARES TR | $26.52万 | 0.16% | 2,408 | -1,849 | -43.4% | -$20.36万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $26.62万 | 0.16% | 3,199 | 226 | 7.6% | $1.88万 | 加仓 |
| STIP | ISHARES TR | $27.35万 | 0.16% | 2,699 | 2,699 | — | $27.35万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $27.91万 | 0.16% | 832 | 47 | 6.0% | $1.58万 | 加仓 |
| ORCL | ORACLE CORP | $28.08万 | 0.17% | 1,947 | -351 | -15.3% | -$5.06万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.30万 | 0.17% | 1,186 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $28.87万 | 0.17% | 160 | 14 | 9.6% | $2.53万 | 加仓 |
| ETN | EATON CORP PLC | $29.22万 | 0.17% | 720 | 54 | 8.1% | $2.19万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $29.85万 | 0.18% | 1,648 | 86 | 5.5% | $1.56万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $29.88万 | 0.18% | 8,042 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.53万 | 0.18% | 857 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.27万 | 0.18% | 1,992 | 1,992 | — | $31.27万 | 新建仓 |
| GEV | GE VERNOVA LLC | $31.29万 | 0.18% | 291 | -45 | -13.4% | -$4.84万 | 减仓 |
| DVY | ISHARES TR | $31.43万 | 0.18% | 1,988 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.53万 | 0.19% | 635 | 66 | 11.6% | $3.28万 | 加仓 |
| FTNT | FORTINET INC | $32.78万 | 0.19% | 2,002 | 2,002 | — | $32.78万 | 新建仓 |
| QUAL | ISHARES TR | $33.63万 | 0.20% | 1,539 | -11,163 | -87.9% | -$243.91万 | 减仓 |
| OEF | ISHARES TR | $36.69万 | 0.22% | 991 | 113 | 12.9% | $4.18万 | 加仓 |
| META | META PLATFORMS INC | $37.13万 | 0.22% | 588 | 29 | 5.2% | $1.83万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $37.31万 | 0.22% | 4,290 | -126 | -2.9% | -$1.10万 | 减仓 |
| IJR | ISHARES TR | $37.47万 | 0.22% | 2,576 | 162 | 6.7% | $2.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $37.59万 | 0.22% | 1,012 | 1,012 | — | $37.59万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $37.76万 | 0.22% | 1,116 | 1,116 | — | $37.76万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.89万 | 0.23% | 1,317 | -332 | -20.1% | -$9.80万 | 减仓 |
| TSLA | TESLA INC | $40.13万 | 0.24% | 987 | 20 | 2.1% | $8,131 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $40.20万 | 0.24% | 7,973 | 1,303 | 19.5% | $6.57万 | 加仓 |
| IYW | ISHARES TR | $41.11万 | 0.24% | 1,649 | 148 | 9.9% | $3.69万 | 加仓 |
| AMAT | APPLIED MATLS INC | $41.38万 | 0.24% | 703 | 52 | 8.0% | $3.06万 | 加仓 |
| EMXC | ISHARES INC | $42.96万 | 0.25% | 4,384 | 299 | 7.3% | $2.93万 | 加仓 |
| SUB | ISHARES TR | $47.29万 | 0.28% | 4,452 | 296 | 7.1% | $3.14万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.51万 | 0.28% | 869 | 869 | — | $47.51万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $49.64万 | 0.29% | 2,678 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $52.69万 | 0.31% | 1,127 | -250 | -18.2% | -$11.69万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $54.52万 | 0.32% | 10,851 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $55.03万 | 0.32% | 4,493 | 420 | 10.3% | $5.14万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $62.15万 | 0.37% | 4,232 | 103 | 2.5% | $1.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $63.07万 | 0.37% | 872 | 35 | 4.2% | $2.53万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $64.14万 | 0.38% | 11,700 | 923 | 8.6% | $5.06万 | 加仓 |
| HDV | ISHARES TR | $64.52万 | 0.38% | 23,395 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $65.23万 | 0.38% | 7,420 | 1,387 | 23.0% | $12.19万 | 加仓 |
| EFV | ISHARES TR | $67.72万 | 0.40% | 8,701 | -25,830 | -74.8% | -$201.03万 | 减仓 |
| TLH | ISHARES TR | $70.70万 | 0.42% | 7,174 | 543 | 8.2% | $5.35万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $71.27万 | 0.42% | 1,985 | -105 | -5.0% | -$3.77万 | 减仓 |
| LLY | ELI LILLY & CO | $71.44万 | 0.42% | 587 | 30 | 5.4% | $3.65万 | 加仓 |
| AVGO | BROADCOM INC | $75.45万 | 0.44% | 1,881 | 70 | 3.9% | $2.81万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $77.34万 | 0.46% | 14,841 | -22,554 | -60.3% | -$117.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $77.77万 | 0.46% | 1,126 | 160 | 16.6% | $11.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $79.37万 | 0.47% | 1,602 | 14 | 0.9% | $6,936 | 加仓 |
| ESGU | ISHARES TR | $81.33万 | 0.48% | 4,929 | 94 | 1.9% | $1.55万 | 加仓 |
| AMZN | AMAZON COM INC | $84.46万 | 0.50% | 3,419 | 273 | 8.7% | $6.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $94.21万 | 0.55% | 4,646 | 143 | 3.2% | $2.90万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $95.32万 | 0.56% | 1,791 | -320 | -15.2% | -$17.03万 | 减仓 |
| GOOGL | ALPHABET INC | $108.71万 | 0.64% | 3,029 | 18 | 0.6% | $6,460 | 加仓 |
| USMV | ISHARES TR | $113.21万 | 0.67% | 11,599 | 587 | 5.3% | $5.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $124.11万 | 0.73% | 3,229 | -733 | -18.5% | -$28.17万 | 减仓 |
| ACWV | ISHARES INC | $150.45万 | 0.89% | 12,333 | -629 | -4.9% | -$7.67万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $177.98万 | 1.05% | 41,372 | -16,371 | -28.4% | -$70.43万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $183.31万 | 1.08% | 19,507 | -10,467 | -34.9% | -$98.36万 | 减仓 |
| BA | BOEING CO | $185.18万 | 1.09% | 8,300 | 125 | 1.5% | $2.79万 | 加仓 |
| AAPL | APPLE INC | $187.20万 | 1.10% | 5,920 | 137 | 2.4% | $4.33万 | 加仓 |
| SHLD | GLOBAL X FDS | $196.74万 | 1.16% | 32,011 | 11,012 | 52.4% | $67.68万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $210.93万 | 1.24% | 2,806 | 363 | 14.9% | $27.29万 | 加仓 |
| ISTB | ISHARES TR | $216.31万 | 1.27% | 45,018 | -1,701 | -3.6% | -$8.17万 | 减仓 |
| MUB | ISHARES TR | $222.52万 | 1.31% | 20,808 | 355 | 1.7% | $3.80万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $243.28万 | 1.43% | 48,792 | 9,755 | 25.0% | $48.64万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $243.35万 | 1.43% | 48,582 | 48,582 | — | $243.35万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $248.00万 | 1.46% | 16,201 | -3,028 | -15.7% | -$46.35万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $278.53万 | 1.64% | 97,798 | 97,798 | — | $278.53万 | 新建仓 |
| SELV | SEI EXCHANGE TRADED FUNDS | $297.70万 | 1.75% | 89,803 | 5,388 | 6.4% | $17.86万 | 加仓 |
| IVV | ISHARES TR | $300.13万 | 1.77% | 3,975 | 367 | 10.2% | $27.71万 | 加仓 |
| BAI | Blackrock ETF Trust | $301.26万 | 1.77% | 62,697 | -9,121 | -12.7% | -$43.83万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $306.60万 | 1.80% | 68,234 | -23,675 | -25.8% | -$106.38万 | 减仓 |
| SPYG | SPDR SER TR | $349.86万 | 2.06% | 29,331 | -1,798 | -5.8% | -$21.45万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $353.99万 | 2.08% | 144,898 | 12,486 | 9.4% | $30.50万 | 加仓 |
| CORO | Blackrock ETF Trust | $395.92万 | 2.33% | 109,704 | 14,894 | 15.7% | $53.75万 | 加仓 |
| GLD | SPDR GOLD TR | $414.60万 | 2.44% | 10,963 | 33 | 0.3% | $1.25万 | 加仓 |
| MBB | ISHARES TR | $448.98万 | 2.64% | 47,855 | 10,353 | 27.6% | $97.13万 | 加仓 |
| ACWX | ISHARES TR | $455.34万 | 2.68% | 60,334 | 20,132 | 50.1% | $151.94万 | 加仓 |