Chemistry Wealth Management LLC 13F 持仓 · 2026年Q2
Chemistry Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 209 只证券，申报市值合计 6.25 亿美元。前几大持仓：VGSH（10.31%）、BRKB（9.06%）、AKRE（7.84%）。本季前 25 大持仓中：增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $64.4M | 10.31% | 1.1M | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $56.6M | 9.06% | 113,140 | 增持 |
| 3 | AKRE | PROFESIONALLY MANAGED PORTFO | $49.0M | 7.84% | 921,681 | 增持 |
| 4 | GOOG | ALPHABET INC | $39.4M | 6.30% | 111,444 | 增持 |
| 5 | AAPL | APPLE INC | $26.5M | 4.24% | 91,699 | 增持 |
| 6 | IAU | ISHARES GOLD TR | $26.1M | 4.18% | 346,112 | 增持 |
| 7 | VTIP | VANGUARD MALVERN FDS | $21.2M | 3.39% | 422,416 | 增持 |
| 8 | BN | BROOKFIELD CORP | $19.0M | 3.03% | 445,436 | 增持 |
| 9 | AXP | AMERICAN EXPRESS CO | $17.1M | 2.74% | 50,684 | 减持 |
| 10 | AMZN | AMAZON COM INC | $15.4M | 2.46% | 64,459 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $12.1M | 1.93% | 36,914 | 减持 |
| 12 | META | META PLATFORMS INC | $11.8M | 1.90% | 21,034 | 增持 |
| 13 | GOOGL | ALPHABET INC | $9.0M | 1.43% | 25,064 | 减持 |
| 14 | GVLU | TIDAL TRUST I | $8.4M | 1.34% | 317,776 | 增持 |
| 15 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $8.0M | 1.28% | 194,248 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $7.2M | 1.15% | 19,353 | 减持 |
| 17 | UNH | UNITEDHEALTH GROUP INC | $7.1M | 1.14% | 17,135 | 增持 |
| 18 | XOM | EXXON MOBIL CORP | $6.5M | 1.04% | 47,745 | 减持 |
| 19 | VBR | VANGUARD INDEX FDS | $6.4M | 1.03% | 26,485 | 增持 |
| 20 | MKL | MARKEL GROUP INC | $6.2M | 0.99% | 3,174 | 增持 |
| 21 | ELV | ELEVANCE HEALTH INC FORMERLY | $5.9M | 0.95% | 15,309 | 增持 |
| 22 | HYMB | SPDR SERIES TRUST | $4.9M | 0.78% | 192,201 | 持平 |
| 23 | MU | MICRON TECHNOLOGY INC | $4.8M | 0.77% | 4,172 | 减持 |
| 24 | VTV | VANGUARD INDEX FDS | $4.6M | 0.74% | 21,105 | 增持 |
| 25 | NYM | AB ACTIVE ETFS INC | $4.4M | 0.70% | 174,159 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR