CHB Investment Group, LLC
CIK 1933274 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $196K
- 持仓
- 69
- 截至
- 2025年6月30日 数据截至 Q2 2025
按 13F 价值排名第 9347（共 9443） · 前 99.0%
投资组合价值同比（季度）：+4.2% 13F不披露现金
- 前十大持仓权重
- 32.93%
- 前二十五大持仓权重
- 61.30%
- 持仓高于 1%
- 44
- 有效持仓数量
- 40.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2025: 25.7% 估计买入 $53669 · 卖出 $49380
- 新仓位
- 14
- 增加
- 22
- 减少
- 27
- 已结清
- 19
本页内容
行业细分
Financials
11.2%
Retail
9.0%
Industrials
8.2%
Health Care
6.8%
Technology
2.2%
Utilities
2.1%
Telecommunication
2.0%
Communications
1.9%
Consumer Discretionary
1.9%
Consumer products
1.9%
Financial Services
1.9%
Energy
0.9%
Communication Services
0.1%
Logistics & Transportation
0.1%
其他/未映射
49.6%
完整投资组合 69 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BIV | $13223 | 6.74% | 170970 | $-23 | 下跌 ×1 | ||
| LQD | $12575 | 6.41% | 114723 | $-284 | 下跌 ×1 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $8712 | 4.44% | 297549 | $-100 | 下跌 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $6587 | 3.36% | 79443 | $10 | 下跌 ×1 | ||
| NRG NRG Energy, Inc. Common Stock | $4087 | 2.08% | 25453 | 上涨 ×1 | |||
| AFL AFLAC Incorporated Common Stock | $3933 | 2.01% | 37294 | 上涨 ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $3921 | 2.00% | 16458 | 上涨 ×1 | |||
| SYK Stryker Corporation Common Stock | $3856 | 1.97% | 9746 | 上涨 ×1 | |||
| WRB W.R. Berkley Corporation Common Stock | $3846 | 1.96% | 52345 | $248 | 上涨 ×2 | ||
| BSX Boston Scientific Corporation Common Stock | $3843 | 1.96% | 35783 | $381 | 上涨 ×1 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $3823 | 1.95% | 42413 | 上涨 ×1 | |||
| BR Broadridge Financial Solutions, Inc. Common Stock | $3809 | 1.94% | 15672 | 上涨 ×1 | |||
| MSI Motorola Solutions, Inc. Common Stock | $3809 | 1.94% | 9060 | $781 | 上涨 ×2 | ||
| DRI Darden Restaurants, Inc. Common Stock | $3803 | 1.94% | 17448 | 上涨 ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $3774 | 1.92% | 12236 | 上涨 ×1 | |||
| ROL Rollins, Inc. Common Stock | $3774 | 1.92% | 66889 | 上涨 ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $3763 | 1.92% | 3660 | $984 | 上涨 ×1 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $3757 | 1.92% | 17999 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $3753 | 1.91% | 38383 | 上涨 ×1 | |||
| CBOE | $3734 | 1.90% | 16012 | $324 | 上涨 ×2 | ||
| BRO Brown & Brown, Inc. Common Stock | $3639 | 1.86% | 32818 | $-13 | 上涨 ×1 | ||
| V Visa Inc. | $3576 | 1.82% | 10072 | 上涨 ×1 | |||
| HIG The Hartford Insurance Group, Inc. Common Stock | $3557 | 1.81% | 28033 | $280 | 上涨 ×2 | ||
| RSG Republic Services, Inc. Common Stock | $3542 | 1.81% | 14365 | $166 | 上涨 ×1 | ||
| STIP | $3511 | 1.79% | 34116 | $33 | 上涨 ×2 | ||
| AZO AutoZone, Inc. Common Stock | $3508 | 1.79% | 945 | 上涨 ×1 | |||
| MCK McKesson Corporation Common Stock | $3496 | 1.78% | 4771 | $371 | 上涨 ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $3463 | 1.77% | 12976 | $24 | 上涨 ×2 | ||
| BRKB | $3451 | 1.76% | 7105 | $29 | 上涨 ×2 | ||
| ALL Allstate Corporation (The) Common Stock | $3441 | 1.75% | 17092 | $160 | 上涨 ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $3349 | 1.71% | 27120 | $390 | 上涨 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $3284 | 1.67% | 3317 | $415 | 上涨 ×2 | ||
| AGZ | $3183 | 1.62% | 29015 | $6 | 下跌 ×1 | ||
| SCHB | $3073 | 1.57% | 128938 | $295 | 下跌 ×2 | ||
| IWY | $2914 | 1.49% | 11821 | $463 | 上涨 ×1 | ||
| SPGP | $2697 | 1.38% | 25038 | $194 | 下跌 ×1 | ||
| VONG Vanguard Russell 1000 Growth ETF | $2599 | 1.33% | 23802 | $340 | 下跌 ×2 | ||
| SCHD | $2549 | 1.30% | 96186 | $-121 | 上涨 ×2 | ||
| EQWL | $2526 | 1.29% | 22966 | $158 | 下跌 ×2 | ||
| VOO | $2264 | 1.15% | 3985 | $226 | 上涨 ×1 | ||
| XMHQ | $2258 | 1.15% | 22983 | $139 | 下跌 ×1 | ||
| ZROZ | $2164 | 1.10% | 32257 | $-122 | 上涨 ×2 | ||
| LTPZ | $2111 | 1.08% | 40240 | $-27 | 上涨 ×2 | ||
| IOO | $2041 | 1.04% | 18933 | $200 | 下跌 ×2 | ||
| TOK | $1915 | 0.98% | 15201 | $110 | 下跌 ×2 | ||
| DGT | $1901 | 0.97% | 12622 | $127 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1854 | 0.95% | 17196 | $-191 | |||
| VO | $1846 | 0.94% | 6598 | $126 | 下跌 ×2 | ||
| AMGN Amgen Inc. - Common Stock | $1504 | 0.77% | 5385 | $-1741 | 下跌 ×1 | ||
| XSVM | $1389 | 0.71% | 26725 | $30 | 下跌 ×2 | ||
| VB | $1323 | 0.67% | 5584 | $52 | 下跌 ×2 | ||
| SCHM | $1299 | 0.66% | 46295 | $35 | 下跌 ×2 | ||
| URTH | $1286 | 0.66% | 7594 | $105 | 下跌 ×1 | ||
| DIVS | $1120 | 0.57% | 36396 | $57 | 下跌 ×2 | ||
| RWJ | $1038 | 0.53% | 23982 | $53 | 下跌 ×1 | ||
| IJR | $1023 | 0.52% | 9365 | $-2 | 下跌 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $579 | 0.30% | 1049 | $130 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $418 | 0.21% | 2250 | $-53 | |||
| EME EMCOR Group, Inc. Common Stock | $351 | 0.18% | 657 | $108 | |||
| ORCL Oracle Corporation Common Stock | $328 | 0.17% | 1499 | $126 | 上涨 ×2 | ||
| FLTR | $316 | 0.16% | 12391 | $-10 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $274 | 0.14% | 1556 | $29 | 下跌 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $274 | 0.14% | 1190 | $-7 | |||
| ABT Abbott Laboratories Common Stock | $273 | 0.14% | 2005 | $-4 | 下跌 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $270 | 0.14% | 2679 | $-25 | 下跌 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $255 | 0.13% | 866 | $-35 | 下跌 ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $238 | 0.12% | 928 | $18 | |||
| CP Canadian Pacific Kansas City Limited Common Shares | $227 | 0.12% | 2860 | $26 | |||
| COF Capital One Financial Corporation Common Stock | $217 | 0.11% | 1020 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| NRG | $4087 | 25453 | 2.08% |
| AFL | $3933 | 37294 | 2.01% |
| TMUS | $3921 | 16458 | 2.00% |
| SYK | $3856 | 9746 | 1.97% |
| ORLY | $3823 | 42413 | 1.95% |
| BR | $3809 | 15672 | 1.94% |
| DRI | $3803 | 17448 | 1.94% |
| ADP | $3774 | 12236 | 1.92% |
| ROL | $3774 | 66889 | 1.92% |
| GRMN | $3757 | 17999 | 1.92% |
| WMT | $3753 | 38383 | 1.91% |
| V | $3576 | 10072 | 1.82% |
| AZO | $3508 | 945 | 1.79% |
| COF | $217 | 1020 | 0.11% |
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 |
|---|---|---|---|---|
| AXON | 2025年6月30日 | 8666 | $4558 | -26.5% |
| FISV | 2025年6月30日 | 17404 | $3843 | -70.1% |
| COR | 2025年6月30日 | 11408 | $3172 | 5.7% |
| WM | 2025年6月30日 | 13129 | $3040 | -2.1% |
| LLY | 2025年6月30日 | 3164 | $2613 | 60.3% |
| CI | 2025年6月30日 | 7870 | $2589 | -16.3% |
| ACGL | 2025年6月30日 | 26764 | $2574 | 9.5% |
| IRM | 2025年6月30日 | 29175 | $2510 | 21.7% |
| LDOS | 2025年6月30日 | 18443 | $2489 | -10.0% |
| MSFT | 2025年6月30日 | 6602 | $2478 | -3.1% |
| VMC | 2025年6月30日 | 10560 | $2464 | 4.8% |
| DPZ | 2025年6月30日 | 5284 | $2428 | -25.6% |
| PCAR | 2025年6月30日 | 24681 | $2403 | 37.6% |
| NDSN | 2025年6月30日 | 11629 | $2346 | 56.3% |
| MLM | 2025年6月30日 | 4879 | $2333 | -3.4% |
| HUBB | 2025年6月30日 | 6976 | $2308 | 16.4% |
| REGN | 2025年6月30日 | 2597 | $1647 | 59.6% |
| JNJ | 2025年6月30日 | 3602 | $597 | 74.9% |
| JPM | 2025年6月30日 | 878 | $215 | 22.6% |