CHILTON CAPITAL MANAGEMENT LLC
HOUSTON TX · SEC CIK 0001056859
$28.73亿2026Q1 申报市值
658持仓数
37.9%前十大占比 · 第一大 6.9%
86 / 98新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$3,807.51万
SLB 加仓+$3,432.45万
GS 加仓+$3,286.59万
JPM 加仓+$3,084.20万
JBL 加仓+$3,018.19万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$3,650.83万
ARES 减仓-$3,366.99万
PWR 减仓-$3,208.31万
EMR 减仓-$3,110.23万
WMT 减仓-$2,047.80万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CF | CF INDUSTRIES HOLD | $1.08万 | 0.00% | 83 | 83 | — | $1.08万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.08万 | 0.00% | 37 | 37 | — | $1.08万 | 新建仓 |
| MPLX | MPLX LP | $1.14万 | 0.00% | 200 | -450 | -69.2% | -$2.57万 | 减仓 |
| CI | THE CIGNA GROUP | $1.17万 | 0.00% | 44 | -47 | -51.6% | -$1.25万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $1.19万 | 0.00% | 189 | 162 | 600.0% | $1.02万 | 加仓 |
| SHOP | SHOPIFY INC | $1.19万 | 0.00% | 100 | -1,900 | -95.0% | -$22.54万 | 减仓 |
| CVS | CVS HEALTH CORP | $1.19万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $1.19万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $1.22万 | 0.00% | 28 | -2 | -6.7% | -$868 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $1.22万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| FLOC | FLOWCO HLDGS INC | $1.24万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $1.24万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1.24万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $1.31万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $1.31万 | 0.00% | 110 | 110 | — | $1.31万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.33万 | 0.00% | 51 | 48 | 1,600.0% | $1.25万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.33万 | 0.00% | 48 | 14 | 41.2% | $3,890 | 加仓 |
| PHM | PULTE GROUP INC | $1.34万 | 0.00% | 114 | 71 | 165.1% | $8,351 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $1.36万 | 0.00% | 369 | 369 | — | $1.36万 | 新建仓 |
| NRG | NRG ENERGY INC | $1.36万 | 0.00% | 93 | 88 | 1,760.0% | $1.29万 | 加仓 |
| KNF | KNIFE RIVER CORP | $1.37万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $1.38万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1.42万 | 0.00% | 115 | 66 | 134.7% | $8,135 | 加仓 |
| — | KRANESHARES TRUST | $1.48万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $1.49万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $1.53万 | 0.00% | 200 | 83 | 70.9% | $6,358 | 加仓 |
| ATI | ATI INC | $1.59万 | 0.00% | 109 | 109 | — | $1.59万 | 新建仓 |
| AIQ | GLOBAL X FDS | $1.61万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $1.65万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| — | CEL-SCI CORP | $1.67万 | 0.00% | 5,211 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $1.68万 | 0.00% | 151 | 151 | — | $1.68万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $1.70万 | 0.00% | 90 | 37 | 69.8% | $6,982 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $1.75万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.75万 | 0.00% | 37 | 17 | 85.0% | $8,045 | 加仓 |
| EME | EMCOR GROUP INC | $1.77万 | 0.00% | 24 | 13 | 118.2% | $9,598 | 加仓 |
| USB | US BANCORP | $1.81万 | 0.00% | 348 | 93 | 36.5% | $4,837 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.82万 | 0.00% | 60 | 60 | — | $1.82万 | 新建仓 |
| ARGX | ARGENX SE | $1.83万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.84万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1.89万 | 0.00% | 454 | -17 | -3.6% | -$708 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $1.91万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $1.92万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.93万 | 0.00% | 185 | -95 | -33.9% | -$9,932 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $1.98万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $1.99万 | 0.00% | 1,811 | 1,811 | — | $1.99万 | 新建仓 |
| LQD | ISHARES TR | $2.01万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $2.06万 | 0.00% | 1,071 | 166 | 18.3% | $3,189 | 加仓 |
| DG | DOLLAR GEN CORP | $2.07万 | 0.00% | 174 | 11 | 6.7% | $1,306 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2.08万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $2.09万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $2.13万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $2.15万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2.15万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $2.16万 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2.22万 | 0.00% | 36 | -59 | -62.1% | -$3.64万 | 减仓 |
| VICI | VICI PPTYS INC | $2.23万 | 0.00% | 817 | -5,375 | -86.8% | -$14.68万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $2.25万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $2.26万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $2.27万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $2.29万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $2.37万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $2.37万 | 0.00% | 74 | -42 | -36.2% | -$1.35万 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $2.40万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $2.42万 | 0.00% | 529 | 260 | 96.7% | $1.19万 | 加仓 |
| INTC | INTEL CORP | $2.48万 | 0.00% | 563 | 538 | 2,152.0% | $2.37万 | 加仓 |
| PPG | PPG INDS INC | $2.51万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $2.51万 | 0.00% | 109 | 9 | 9.0% | $2,074 | 加仓 |
| APP | APPLOVIN CORP | $2.59万 | 0.00% | 65 | 24 | 58.5% | $9,552 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.59万 | 0.00% | 58 | 57 | 5,700.0% | $2.55万 | 加仓 |
| GRAL | GRAIL INC | $2.62万 | 0.00% | 507 | 500 | 7,142.9% | $2.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2.62万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $2.70万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2.71万 | 0.00% | 83 | -4 | -4.6% | -$1,308 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $2.76万 | 0.00% | 281 | 281 | — | $2.76万 | 新建仓 |
| CRWV | COREWEAVE INC | $2.80万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.83万 | 0.00% | 316 | -12 | -3.7% | -$1,075 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $2.89万 | 0.00% | 683 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $2.91万 | 0.00% | 551 | 551 | — | $2.91万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.96万 | 0.00% | 416 | -795 | -65.6% | -$5.66万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.01万 | 0.00% | 77 | -10 | -11.5% | -$3,904 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $3.02万 | 0.00% | 43 | 43 | — | $3.02万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $3.03万 | 0.00% | 263 | 134 | 103.9% | $1.55万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $3.04万 | 0.00% | 100 | -33 | -24.8% | -$1.00万 | 减仓 |
| XOP | SPDR SERIES TRUST | $3.05万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $3.08万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $3.09万 | 0.00% | 364 | 1 | 0.3% | $85 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $3.12万 | 0.00% | 1,232 | -1,068 | -46.4% | -$2.71万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $3.21万 | 0.00% | 2,633 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3.23万 | 0.00% | 1,088 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $3.25万 | 0.00% | 17 | 1 | 6.2% | $1,914 | 加仓 |
| IDA | IDACORP INC | $3.32万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.42万 | 0.00% | 141 | -3 | -2.1% | -$728 | 减仓 |
| DHR | DANAHER CORP DEL | $3.47万 | 0.00% | 183 | 180 | 6,000.0% | $3.41万 | 加仓 |
| SO | SOUTHERN CO | $3.48万 | 0.00% | 361 | -15 | -4.0% | -$1,448 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $3.53万 | 0.00% | 1,549 | 1,549 | — | $3.53万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $3.55万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3.62万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $3.62万 | 0.00% | 146 | 92 | 170.4% | $2.28万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3.65万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $3.66万 | 0.00% | 86 | -68 | -44.2% | -$2.89万 | 减仓 |