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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.98亿 | 6.89% | 1,134,761 | 48,318 | 4.4% | $842.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.37亿 | 4.76% | 369,538 | 7,772 | 2.1% | $287.70万 | 加仓 |
| AAPL | APPLE INC | $1.23亿 | 4.27% | 482,950 | 22,580 | 4.9% | $573.06万 | 加仓 |
| AMZN | AMAZON COM INC | $1.20亿 | 4.19% | 577,358 | 24,001 | 4.3% | $499.87万 | 加仓 |
| GOOG | ALPHABET INC | $1.20亿 | 4.17% | 417,908 | 422 | 0.1% | $12.11万 | 加仓 |
| META | META PLATFORMS INC | $9,326.74万 | 3.25% | 163,018 | 3,434 | 2.2% | $196.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,333.83万 | 2.90% | 283,310 | 104,848 | 58.8% | $3,084.20万 | 加仓 |
| AVGO | BROADCOM INC | $8,205.38万 | 2.86% | 265,109 | 6,778 | 2.6% | $209.79万 | 加仓 |
| LLY | ELI LILLY & CO | $7,011.50万 | 2.44% | 76,231 | 9,101 | 13.6% | $837.08万 | 加仓 |
| TJX | TJX COS INC NEW | $6,389.70万 | 2.22% | 400,106 | 116,747 | 41.2% | $1,864.45万 | 加仓 |
| VTR | VENTAS INC | $6,354.26万 | 2.21% | 775,365 | -18,771 | -2.4% | -$153.83万 | 减仓 |
| GEV | GE VERNOVA INC | $6,117.63万 | 2.13% | 70,084 | -13,458 | -16.1% | -$1,174.75万 | 减仓 |
| PWR | QUANTA SVCS INC | $5,832.18万 | 2.03% | 106,229 | -58,437 | -35.5% | -$3,208.31万 | 减仓 |
| AEE | AMEREN CORP | $5,682.57万 | 1.98% | 516,973 | 6,009 | 1.2% | $66.05万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,672.11万 | 1.97% | 115,397 | 4,248 | 3.8% | $208.80万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,599.20万 | 1.95% | 401,751 | -82,771 | -17.1% | -$1,153.58万 | 减仓 |
| COP | CONOCOPHILLIPS | $4,934.25万 | 1.72% | 373,807 | -10,959 | -2.8% | -$144.66万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $4,900.31万 | 1.71% | 42,282 | 14,803 | 53.9% | $1,715.61万 | 加仓 |
| WMT | WALMART INC | $4,777.61万 | 1.66% | 384,423 | -164,773 | -30.0% | -$2,047.80万 | 减仓 |
| MS | MORGAN STANLEY | $4,658.77万 | 1.62% | 283,087 | 2,297 | 0.8% | $37.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,186.29万 | 1.46% | 42,013 | -798 | -1.9% | -$79.51万 | 减仓 |
| WM | WASTE MGMT INC DEL | $3,893.14万 | 1.36% | 169,422 | -2,380 | -1.4% | -$54.69万 | 减仓 |
| AZN | ASTRAZENECA PLC | $3,807.51万 | 1.33% | 193,059 | 193,059 | — | $3,807.51万 | 新建仓 |
| LIN | LINDE PLC | $3,782.45万 | 1.32% | 76,296 | -1,265 | -1.6% | -$62.71万 | 减仓 |
| EQIX | EQUINIX INC | $3,748.05万 | 1.30% | 38,236 | 181 | 0.5% | $17.74万 | 加仓 |
| V | VISA INC | $3,626.17万 | 1.26% | 119,976 | -61,526 | -33.9% | -$1,859.57万 | 减仓 |
| SLB | SLB LIMITED | $3,540.80万 | 1.23% | 689,006 | 667,921 | 3,167.8% | $3,432.45万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,305.45万 | 1.15% | 39,072 | 38,849 | 17,421.1% | $3,286.59万 | 加仓 |
| TSLA | TESLA INC | $3,286.31万 | 1.14% | 88,401 | -1,352 | -1.5% | -$50.26万 | 减仓 |
| DOV | DOVER CORP | $3,182.68万 | 1.11% | 152,683 | -4,488 | -2.9% | -$93.55万 | 减仓 |
| LOW | LOWES COS INC | $3,132.18万 | 1.09% | 132,562 | -1,573 | -1.2% | -$37.17万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,113.72万 | 1.08% | 153,061 | 116,299 | 316.4% | $2,365.87万 | 加仓 |
| PLD | PROLOGIS INC. | $3,065.36万 | 1.07% | 231,908 | 1,857 | 0.8% | $24.55万 | 加仓 |
| JBL | JABIL INC | $3,019.07万 | 1.05% | 113,657 | 113,624 | 344,315.2% | $3,018.19万 | 加仓 |
| GOOGL | ALPHABET INC | $2,939.46万 | 1.02% | 102,221 | -1,296 | -1.3% | -$37.27万 | 减仓 |
| ASML | ASML HLDG NV | $2,780.22万 | 0.97% | 21,049 | 21,000 | 42,857.1% | $2,773.74万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,666.66万 | 0.93% | 88,160 | 2,002 | 2.3% | $60.56万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,664.18万 | 0.93% | 81,079 | -1,174 | -1.4% | -$38.58万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,273.78万 | 0.79% | 354,834 | 47,019 | 15.3% | $301.30万 | 加仓 |
| — | EXXON MOBIL CORP | $2,043.42万 | 0.71% | 120,442 | -3,695 | -3.0% | -$62.69万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,994.29万 | 0.69% | 30,665 | -4,884 | -13.7% | -$317.63万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1,924.37万 | 0.67% | 432,930 | 49,600 | 12.9% | $220.47万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,828.86万 | 0.64% | 101,485 | 2,456 | 2.5% | $44.26万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,825.18万 | 0.64% | 215,132 | 16,790 | 8.5% | $142.45万 | 加仓 |
| IEMG | ISHARES INC | $1,778.43万 | 0.62% | 254,972 | 10,339 | 4.2% | $72.11万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,661.38万 | 0.58% | 96,267 | 11,989 | 14.2% | $206.91万 | 加仓 |
| WELL | WELLTOWER INC | $1,503.31万 | 0.52% | 76,036 | -396 | -0.5% | -$7.83万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $1,353.64万 | 0.47% | 796,727 | 6,752 | 0.9% | $11.47万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $1,302.38万 | 0.45% | 424,434 | -1,286 | -0.3% | -$3.95万 | 减仓 |
| BXP | BXP INC | $1,300.10万 | 0.45% | 247,556 | 134,173 | 118.3% | $704.64万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,273.76万 | 0.44% | 332,923 | 19,309 | 6.2% | $73.88万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $1,273.28万 | 0.44% | 442,111 | 11,556 | 2.7% | $33.28万 | 加仓 |
| SUI | SUN CMNTYS INC | $1,272.82万 | 0.44% | 100,259 | 723 | 0.7% | $9.18万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,236.48万 | 0.43% | 253,637 | -674 | -0.3% | -$3.29万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $1,124.17万 | 0.39% | 68,147 | 619 | 0.9% | $10.21万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,093.85万 | 0.38% | 41,763 | 5,190 | 14.2% | $135.94万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1,092.87万 | 0.38% | 230,689 | 2,473 | 1.1% | $11.72万 | 加仓 |
| — | WHITESTONE REIT | $1,088.83万 | 0.38% | 674,201 | 54,355 | 8.8% | $87.78万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,038.38万 | 0.36% | 419,548 | 110,300 | 35.7% | $272.99万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $1,015.64万 | 0.35% | 37,494 | 2,081 | 5.9% | $56.37万 | 加仓 |
| CPT | CAMDEN PPTY TR | $1,008.73万 | 0.35% | 102,294 | -1,548 | -1.5% | -$15.26万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $988.62万 | 0.34% | 354,089 | 20,123 | 6.0% | $56.18万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $963.57万 | 0.34% | 108,633 | -107,765 | -49.8% | -$955.88万 | 减仓 |
| CAT | CATERPILLAR INC | $939.28万 | 0.33% | 13,258 | -344 | -2.5% | -$24.37万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $876.97万 | 0.31% | 130,657 | 8,823 | 7.2% | $59.22万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $859.56万 | 0.30% | 46,080 | 46,080 | — | $859.56万 | 新建仓 |
| CSR | CENTERSPACE | $857.74万 | 0.30% | 147,901 | 52,280 | 54.7% | $303.20万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $773.16万 | 0.27% | 342,561 | 342,561 | — | $773.16万 | 新建仓 |
| GTY | GETTY RLTY CORP NEW | $757.93万 | 0.26% | 235,455 | 229,383 | 3,777.7% | $738.38万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $753.27万 | 0.26% | 199,067 | -9,261 | -4.4% | -$35.04万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $681.45万 | 0.24% | 224,161 | 12,122 | 5.7% | $36.85万 | 加仓 |
| NNN | NNN REIT INC | $670.55万 | 0.23% | 159,540 | -1,463 | -0.9% | -$6.15万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $657.28万 | 0.23% | 306,995 | 49,342 | 19.2% | $105.64万 | 加仓 |
| FVR | FRONTVIEW REIT INC | $649.17万 | 0.23% | 415,025 | 21,264 | 5.4% | $33.26万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $615.13万 | 0.21% | 113,808 | 17,626 | 18.3% | $95.27万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $605.32万 | 0.21% | 368,423 | 368,423 | — | $605.32万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $583.55万 | 0.20% | 200,670 | -5,180 | -2.5% | -$15.06万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $548.30万 | 0.19% | 470,206 | 15,272 | 3.4% | $17.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $524.34万 | 0.18% | 21,451 | -680 | -3.1% | -$16.62万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $510.26万 | 0.18% | 337,472 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.17% | 7 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $500.76万 | 0.17% | 7,700 | -100 | -1.3% | -$6.50万 | 减仓 |
| IVV | ISHARES TR | $477.71万 | 0.17% | 7,313 | 477 | 7.0% | $31.16万 | 加仓 |
| DE | DEERE & CO | $460.72万 | 0.16% | 8,179 | -429 | -5.0% | -$24.17万 | 减仓 |
| KO | COCA COLA CO | $430.88万 | 0.15% | 56,658 | -4,394 | -7.2% | -$33.42万 | 减仓 |
| MRK | MERCK & CO INC | $351.66万 | 0.12% | 29,234 | 85 | 0.3% | $1.02万 | 加仓 |
| — | HONEYWELL INTL INC | $331.43万 | 0.12% | 14,663 | -428 | -2.8% | -$9.67万 | 减仓 |
| EMR | EMERSON ELEC CO | $316.68万 | 0.11% | 24,170 | -237,386 | -90.8% | -$3,110.23万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $313.66万 | 0.11% | 15,241 | -844 | -5.2% | -$17.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $301.32万 | 0.10% | 6,288 | -456 | -6.8% | -$21.85万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $299.25万 | 0.10% | 12,346 | 325 | 2.7% | $7.88万 | 加仓 |
| ABBV | ABBVIE INC | $291.33万 | 0.10% | 13,395 | -50 | -0.4% | -$1.09万 | 减仓 |
| OKE | ONEOK INC NEW | $245.55万 | 0.09% | 27,165 | -2,320 | -7.9% | -$20.97万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $242.29万 | 0.08% | 16,775 | -6,809 | -28.9% | -$98.35万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $236.64万 | 0.08% | 4,736 | 52 | 1.1% | $2.60万 | 加仓 |
| SYY | SYSCO CORP | $235.69万 | 0.08% | 33,042 | -10 | -0.0% | -$713 | 减仓 |
| SBR | SABINE RTY TR | $233.22万 | 0.08% | 31,096 | -917 | -2.9% | -$6.88万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $223.31万 | 0.08% | 16,803 | -163 | -1.0% | -$2.17万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $219.88万 | 0.08% | 3,638 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $208.45万 | 0.07% | 6,338 | -99 | -1.5% | -$3.26万 | 减仓 |