Chaney Capital Management, Inc.
CIK 2012041 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $318.1M
- 持仓
- 45
- 截至
- 2026年6月30日
按 13F 价值排名第 5022（共 9443） · 前 53.2%
投资组合价值同比（季度）：+12.1% 13F不披露现金
- 前十大持仓权重
- 87.99%
- 前二十五大持仓权重
- 97.84%
- 持仓高于 1%
- 13
- 有效持仓数量
- 8.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.85% 估计买入 $53942270 · 卖出 $2555108
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.9% 仍持有
- 新仓位
- 6
- 增加
- 15
- 减少
- 12
- 已结清
- 2
本页内容
行业细分
Technology
8.0%
Communication Services
5.2%
Retail
3.2%
Financial Services
1.6%
Consumer Discretionary
0.5%
Healthcare
0.4%
Communications
0.3%
Financials
0.3%
Industrials
0.3%
其他/未映射
80.3%
完整投资组合 45 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AGG | $56838077 | 17.87% | 574238 | $-328439 | 下跌 ×1 | ||
| VTV | $56081670 | 17.63% | 257338 | $4808724 | 下跌 ×2 | ||
| VUG | $50576756 | 15.90% | 587146 | $-554755 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $32647174 | 10.26% | 44333 | $14520560 | 上涨 ×6 | ||
| SPEM | $22241478 | 6.99% | 429538 | $2064596 | 下跌 ×1 | ||
| IDHQ | $18003581 | 5.66% | 411887 | $4076325 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $13958961 | 4.39% | 39060 | $2475844 | 下跌 ×3 | ||
| AAPL Apple Inc. - Common Stock | $10944004 | 3.44% | 37821 | $1256690 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $10497632 | 3.30% | 28142 | $163084 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8087353 | 2.54% | 33932 | $1017420 | 下跌 ×1 | ||
| IMCG | $6144831 | 1.93% | 62511 | $1473297 | 上涨 ×6 | ||
| VYM | $6015886 | 1.89% | 38068 | $-162994 | 下跌 ×6 | ||
| BRKB | $4446466 | 1.40% | 8886 | $254424 | 上涨 ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2937836 | 0.92% | 31840 | $-42030 | 上涨 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $2177417 | 0.68% | 10882 | $298587 | 上涨 ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $1529899 | 0.48% | 1635 | $-108993 | 下跌 ×1 | ||
| OBDC Blue Owl Capital Corporation Common Stock | $1302280 | 0.41% | 119805 | $-22763 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1247161 | 0.39% | 2214 | $-35490 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1022884 | 0.32% | 2895 | $178991 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $926161 | 0.29% | 2202 | $95300 | 下跌 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $833496 | 0.26% | 7096 | $294478 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $787133 | 0.25% | 1355 | $524708 | 上涨 ×2 | ||
| BRO Brown & Brown, Inc. Common Stock | $696926 | 0.22% | 10864 | $-11515 | |||
| VGT | $644775 | 0.20% | 5395 | $174239 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $601387 | 0.19% | 521 | 上涨 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $568074 | 0.18% | 5559 | $68879 | 下跌 ×6 | ||
| BA Boeing Company (The) Common Stock | $530825 | 0.17% | 2452 | $42767 | |||
| VIG | $486254 | 0.15% | 2055 | $44306 | |||
| VOO | $478020 | 0.15% | 696 | $113514 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $467455 | 0.15% | 1841 | $17936 | 上涨 ×3 | ||
| V Visa Inc. | $452879 | 0.14% | 1320 | $64803 | 上涨 ×1 | ||
| VTI | $403344 | 0.13% | 1090 | $53661 | |||
| MDT Medtronic plc. Ordinary Shares | $386378 | 0.12% | 4939 | $-41586 | |||
| ROST Ross Stores, Inc. - Common Stock | $336090 | 0.11% | 1579 | $-5969 | |||
| AMGN Amgen Inc. - Common Stock | $319390 | 0.10% | 882 | $21725 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $307275 | 0.10% | 425 | 上涨 ×1 | |||
| XYZ Block, Inc. Class A Common Stock, | $301720 | 0.09% | 3970 | $62805 | |||
| NFLX Netflix, Inc. - Common Stock | $282673 | 0.09% | 3959 | ||||
| CAT Caterpillar, Inc. Common Stock | $272614 | 0.09% | 256 | 上涨 ×1 | |||
| FTEC | $255049 | 0.08% | 893 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $239933 | 0.08% | 733 | $24314 | |||
| QDF | $228667 | 0.07% | 2543 | $27541 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $211390 | 0.07% | 277 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $202396 | 0.06% | 1787 | $-19692 | |||
| FNWB First Northwest Bancorp - Common Stock | $142221 | 0.04% | 13156 | $28023 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| KMI | 2025年3月31日 | 40000 | $1096000 | 10.6% |
| PM | 2025年3月31日 | 3028 | $364420 | 19.6% |
| CRM | 2026年3月31日 | 1055 | $279480 | 10.1% |
| UPS | 2025年3月31日 | 2020 | $254722 | -6.1% |
| CVX | 2026年6月30日 | 1155 | $239021 | 24.6% |
| PAYX | 2025年9月30日 | 1610 | $234170 | -3.7% |
| NFLX | 2025年12月31日 | 177 | $212209 | -15.1% |
| XOM | 2026年6月30日 | 1201 | $203762 | 21.7% |
| LXRX | 2025年6月30日 | 11167 | $5146 | 139.5% |