Chesapeake Wealth Management 13F 持仓 · 2026年Q2
Chesapeake Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 168 只证券，申报市值合计 3.57 亿美元。前几大持仓：AGG（5.61%）、XLK（4.17%）、AAPL（3.59%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $20.0M | 5.61% | 202,075 | 增持 |
| 2 | XLK | SELECT SECTOR SPDR TR | $14.9M | 4.17% | 77,961 | 减持 |
| 3 | AAPL | APPLE INC | $12.8M | 3.59% | 44,187 | 减持 |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $12.1M | 3.40% | 153,501 | 增持 |
| 5 | IVV | ISHARES TR | $11.9M | 3.35% | 15,939 | 减持 |
| 6 | SCHF | SCHWAB STRATEGIC TR | $11.3M | 3.17% | 408,074 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $10.6M | 2.98% | 28,489 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $9.7M | 2.73% | 48,650 | 减持 |
| 9 | LQD | ISHARES TR | $8.7M | 2.45% | 80,152 | 增持 |
| 10 | IWR | ISHARES TR | $7.7M | 2.17% | 70,111 | 增持 |
| 11 | EFA | ISHARES TR | $7.7M | 2.16% | 74,182 | 减持 |
| 12 | GOOGL | ALPHABET INC | $7.6M | 2.14% | 21,348 | 减持 |
| 13 | SPMB | SPDR SERIES TRUST | $7.1M | 1.99% | 318,400 | 增持 |
| 14 | SCHA | SCHWAB STRATEGIC TR | $6.6M | 1.84% | 181,371 | 增持 |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $6.5M | 1.81% | 133,371 | 增持 |
| 16 | DBEF | DBX ETF TR | $6.3M | 1.77% | 115,430 | 增持 |
| 17 | SCHG | SCHWAB STRATEGIC TR | $6.3M | 1.76% | 185,701 | 增持 |
| 18 | SCHB | SCHWAB STRATEGIC TR | $5.6M | 1.56% | 192,369 | 增持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $5.5M | 1.56% | 7,426 | 增持 |
| 20 | USHY | ISHARES TR | $5.5M | 1.54% | 148,097 | 增持 |
| 21 | AVGO | BROADCOM INC | $4.9M | 1.36% | 12,881 | 减持 |
| 22 | AMZN | AMAZON COM INC | $4.8M | 1.34% | 20,006 | 减持 |
| 23 | IWV | ISHARES TR | $4.1M | 1.16% | 9,714 | 减持 |
| 24 | LLY | ELI LILLY & CO | $3.6M | 1.02% | 3,031 | 减持 |
| 25 | SCHD | SCHWAB STRATEGIC TR | $3.6M | 1.02% | 114,578 | 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