CIK: 0002056577
申报总市值
US$1.4亿
申报季度: 2026-03-31 · 持股只数: 315
CHAPMAN FINANCIAL GROUP, LLC在最新一期 13F 报告中披露了 315 项持股，申报期为 2026-03-31，总持股市值约为 US$1.4亿，季度换手率为 16.0%。
Chapman Financial Group, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.017——换算下来相当于约 60 个等权重仓位，明显低于其实际披露的 315 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.84），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 65%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 MSFT
+0.2% -US$153.2万
减仓 GOOG
-5.9% -US$101.7万
减仓 AAPL
-5.6% -US$86.9万
减仓 JPM
-5.8% -US$65.1万
加仓 VMBS
+32.6% US$35.0万
加仓 CVX
+0.2% US$33.7万
仅显示前 200 大持股（共 315 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.85% | -0.12% | -2.52% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.62% | -0.37% | -5.58% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.49% | -0.48% | -5.87% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | -0.87% | +0.25% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.97% | -0.05% | -1.91% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | -0.31% | -5.81% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.73% | — | -0.82% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.17% | — | -0.19% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.01% | -0.12% | -0.17% | |
| 10 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.90% | -0.24% | -0.42% | |
| 11 | PEP | Pepsico INC | 股票-非周期性消费 | 1.89% | +0.18% | -2.78% | |
| 12 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.65% | +0.18% | -1.57% | |
| 13 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.64% | +1.64% | NEW | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.58% | -0.16% | -2.79% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.48% | +0.18% | -2.61% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.41% | +0.21% | -0.34% | |
| 17 | C | Citigroup INC | 股票-金融 | 1.36% | — | -2.42% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | +0.24% | +0.63% | |
| 19 | LDOS | Leidos Holdings INC | 股票-科技 | 1.12% | -0.15% | -2.43% | |
| 20 | USB | US Bancorp | 股票-金融 | 1.11% | -0.03% | -4.59% | |
| 21 | PANW | Palo Alto Networks INC | 股票-科技 | 1.05% | -0.10% | — | |
| 22 | LHX | L3harris Technologies INC | 股票-工业 | 1.04% | +0.20% | — | |
| 23 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.03% | +0.29% | +32.60% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.02% | +0.18% | — | |
| 25 | BAUG | Innovator U.s. Equity Buffer | ETF-其他 | 1.01% | -0.15% | -15.07% | |
| 26 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.99% | -0.26% | +0.11% | |
| 27 | MBB | Ishares Mbs ETF | ETF-其他 | 0.96% | — | -0.16% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.95% | — | -1.90% | |
| 29 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.94% | — | +5.18% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.91% | +0.27% | +0.20% | |
| 31 | TOST | Toast Inc-class A | 股票-科技 | 0.91% | -0.25% | +0.33% | |
| 32 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.85% | — | +8.07% | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.84% | — | — | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.83% | — | -0.85% | |
| 35 | CBRE | Cbre Group INC - A | 股票-房地产 | 0.83% | -0.21% | -10.31% | |
| 36 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.79% | -0.05% | +0.75% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | — | -0.82% | |
| 38 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.71% | — | — | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | -0.04% | -4.60% | |
| 40 | BJUL | Innovator U.s. Equity Buffer | ETF-其他 | 0.67% | — | -4.85% | |
| 41 | NLY | Annaly Capital Management In | 股票-房地产 | 0.67% | — | +3.51% | |
| 42 | UBER | Uber Technologies INC | 股票-工业 | 0.66% | -0.06% | -0.77% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.07% | +0.33% | |
| 44 | WM | Waste Management INC | 股票-工业 | 0.65% | — | — | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 0.65% | — | — | |
| 46 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.64% | — | +4.54% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.63% | -0.23% | — | |
| 48 | FANG | Diamondback Energy INC | 股票-能源 | 0.63% | +0.17% | -1.66% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.62% | — | -3.32% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | -3.34% |
Q3 2026表现
+2.6%
近4个季度表现
+19.4%
基于可获取价格的持仓（占申报价值的71%）计算
Chapman Financial Group, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ss Spdr Bb 1-10yr Tips ETF (TIPX); 清仓: Two Harbors Inv CORP (TWO 6.25 01-15-26); 新建仓: Ishares Jp Morgan Em Local C (LEMB); 新建仓: Avalonbay Communities INC (AVB); 清仓: Eog Resources INC (EOG).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-02 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-15 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-14 | 13F-HR | 在 EDGAR 上查看 |
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