CHILTON CAPITAL MANAGEMENT LLC
HOUSTON TX · SEC CIK 0001056859
$31.67亿2026Q2 申报市值
592持仓数
41.3%前十大占比 · 第一大 7.6%
37 / 107新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTR 加仓+$2,757.51万
AAPL 加仓+$2,614.11万
ORCL 加仓+$2,612.71万
DOV 加仓+$2,461.70万
AVGO 加仓+$2,280.40万
2026Q2 卖出最多 按季末市值估算
GEV 减仓-$3,749.92万
LOW 减仓-$2,620.97万
SYK 减仓-$2,444.83万
AEE 减仓-$2,361.29万
TJX 减仓-$2,174.22万
2026Q2 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 | $2.40亿 | 7.57% | 1,197,325 | 62,564 | 5.5% | $1,251.84万 | 加仓 |
| AAPL | APPLE INC | $1.66亿 | 5.24% | 573,291 | 90,341 | 18.7% | $2,614.11万 | 加仓 |
| GOOG | ALPHABET INC | $1.52亿 | 4.80% | 430,625 | 12,717 | 3.0% | $449.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.35亿 | 4.27% | 362,650 | -6,888 | -1.9% | -$256.94万 | 减仓 |
| AMZN | AMAZON COM INC | $1.30亿 | 4.10% | 544,152 | -33,206 | -5.8% | -$791.43万 | 减仓 |
| AVGO | BROADCOM INC | $1.23亿 | 3.88% | 325,477 | 60,368 | 22.8% | $2,280.40万 | 加仓 |
| VTR | VENTAS INC | $9,652.75万 | 3.05% | 1,085,445 | 310,080 | 40.0% | $2,757.51万 | 加仓 |
| META | META PLATFORMS INC | $9,467.56万 | 2.99% | 168,076 | 5,058 | 3.1% | $284.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,798.42万 | 2.78% | 268,794 | -14,516 | -5.1% | -$475.15万 | 减仓 |
| LLY | ELI LILLY & CO | $8,310.38万 | 2.62% | 69,286 | -6,945 | -9.1% | -$833.00万 | 减仓 |
| PWR | QUANTA SVCS INC | $7,616.44万 | 2.41% | 105,778 | -451 | -0.4% | -$32.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7,361.81万 | 2.32% | 126,729 | -26,332 | -17.2% | -$1,529.65万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,234.71万 | 1.97% | 124,356 | 8,959 | 7.8% | $449.17万 | 加仓 |
| DOV | DOVER CORP | $5,886.07万 | 1.86% | 262,443 | 109,760 | 71.9% | $2,461.70万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,201.76万 | 1.64% | 411,727 | 9,976 | 2.5% | $126.04万 | 加仓 |
| SLB | SLB LIMITED | $5,172.87万 | 1.63% | 1,112,683 | 423,677 | 61.5% | $1,969.68万 | 加仓 |
| GEV | GE VERNOVA INC | $4,483.97万 | 1.42% | 38,166 | -31,918 | -45.5% | -$3,749.92万 | 减仓 |
| WMT | WALMART INC | $4,309.12万 | 1.36% | 380,462 | -3,961 | -1.0% | -$44.86万 | 减仓 |
| ASML | ASML HLDG NV | $4,293.01万 | 1.36% | 21,579 | 530 | 2.5% | $105.44万 | 加仓 |
| V | VISA INC | $4,113.56万 | 1.30% | 119,897 | -79 | -0.1% | -$2.71万 | 减仓 |
| MS | MORGAN STANLEY | $4,082.03万 | 1.29% | 195,275 | -87,812 | -31.0% | -$1,835.62万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,961.33万 | 1.25% | 39,168 | 96 | 0.2% | $9.71万 | 加仓 |
| LIN | LINDE PLC | $3,901.60万 | 1.23% | 75,184 | -1,112 | -1.5% | -$57.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,899.50万 | 1.23% | 41,685 | -328 | -0.8% | -$30.68万 | 减仓 |
| TJX | TJX COS INC NEW | $3,887.39万 | 1.23% | 256,593 | -143,513 | -35.9% | -$2,174.22万 | 减仓 |
| WM | WASTE MGMT INC DEL | $3,886.81万 | 1.23% | 174,390 | 4,968 | 2.9% | $110.73万 | 加仓 |
| COP | CONOCOPHILLIPS | $3,827.33万 | 1.21% | 368,154 | -5,653 | -1.5% | -$58.77万 | 减仓 |
| EQIX | EQUINIX INC | $3,819.21万 | 1.21% | 36,639 | -1,597 | -4.2% | -$166.47万 | 减仓 |
| AZN | ASTRAZENECA PLC | $3,814.95万 | 1.20% | 201,189 | 8,130 | 4.2% | $154.16万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $3,780.60万 | 1.19% | 28,382 | -13,900 | -32.9% | -$1,851.54万 | 减仓 |
| JBL | JABIL INC | $3,692.55万 | 1.17% | 95,791 | -17,866 | -15.7% | -$688.70万 | 减仓 |
| TSLA | TESLA INC | $3,688.37万 | 1.16% | 87,693 | -708 | -0.8% | -$29.78万 | 减仓 |
| GOOGL | ALPHABET INC | $3,678.49万 | 1.16% | 102,932 | 711 | 0.7% | $25.41万 | 加仓 |
| AEE | AMEREN CORP | $3,482.57万 | 1.10% | 308,083 | -208,890 | -40.4% | -$2,361.29万 | 减仓 |
| PLD | PROLOGIS INC. | $3,462.26万 | 1.09% | 255,574 | 23,666 | 10.2% | $320.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,946.36万 | 0.93% | 87,106 | -1,054 | -1.2% | -$35.65万 | 减仓 |
| ORCL | ORACLE CORP | $2,669.89万 | 0.84% | 182,183 | 178,281 | 4,569.0% | $2,612.71万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,523.68万 | 0.80% | 354,201 | -633 | -0.2% | -$4.51万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,289.87万 | 0.72% | 30,664 | -1 | -0.0% | -$747 | 减仓 |
| IEMG | ISHARES INC | $2,104.42万 | 0.66% | 254,035 | -937 | -0.4% | -$7.76万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $2,016.61万 | 0.64% | 449,635 | 16,705 | 3.9% | $74.92万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,860.22万 | 0.59% | 112,677 | 16,410 | 17.0% | $270.92万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,855.86万 | 0.59% | 208,056 | -7,076 | -3.3% | -$63.12万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,842.02万 | 0.58% | 15,958 | 15,793 | 9,571.5% | $1,822.97万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,768.59万 | 0.56% | 98,485 | -3,000 | -3.0% | -$53.87万 | 减仓 |
| — | EXXON MOBIL CORP | $1,691.22万 | 0.53% | 123,699 | 3,257 | 2.7% | $44.53万 | 加仓 |
| WELL | WELLTOWER INC | $1,685.43万 | 0.53% | 74,258 | -1,778 | -2.3% | -$40.36万 | 减仓 |
| BXP | BXP INC | $1,549.70万 | 0.49% | 231,659 | -15,897 | -6.4% | -$106.34万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $1,543.59万 | 0.49% | 433,403 | 8,969 | 2.1% | $31.94万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $1,421.93万 | 0.45% | 450,977 | 8,866 | 2.0% | $27.95万 | 加仓 |
| CAT | CATERPILLAR INC | $1,401.09万 | 0.44% | 13,157 | -101 | -0.8% | -$10.76万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $1,341.00万 | 0.42% | 664,850 | -131,877 | -16.6% | -$266.00万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,320.15万 | 0.42% | 332,698 | -225 | -0.1% | -$8,928 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,261.41万 | 0.40% | 41,614 | -149 | -0.4% | -$4.52万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $1,244.01万 | 0.39% | 65,388 | -2,759 | -4.0% | -$52.49万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,169.14万 | 0.37% | 422,073 | 2,525 | 0.6% | $6.99万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1,167.02万 | 0.37% | 222,903 | -7,786 | -3.4% | -$40.76万 | 减仓 |
| PSA | PUBLIC STORAGE | $1,161.32万 | 0.37% | 36,484 | -1,010 | -2.7% | -$32.15万 | 减仓 |
| SUI | SUN CMNTYS INC | $1,123.37万 | 0.35% | 92,944 | -7,315 | -7.3% | -$88.41万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,051.13万 | 0.33% | 46,999 | 40,249 | 596.3% | $900.17万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $1,048.54万 | 0.33% | 349,745 | 7,184 | 2.1% | $21.54万 | 加仓 |
| CPT | CAMDEN PPTY TR | $1,008.94万 | 0.32% | 87,439 | -14,855 | -14.5% | -$171.41万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $987.40万 | 0.31% | 48,432 | 2,352 | 5.1% | $47.95万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $987.26万 | 0.31% | 102,381 | -6,252 | -5.8% | -$60.29万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $984.93万 | 0.31% | 79,790 | 79,790 | — | $984.93万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $956.50万 | 0.30% | 127,601 | -3,056 | -2.3% | -$22.91万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $913.16万 | 0.29% | 426,708 | 58,285 | 15.8% | $124.73万 | 加仓 |
| FVR | FRONTVIEW REIT INC | $911.74万 | 0.29% | 447,109 | 32,084 | 7.7% | $65.43万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $794.02万 | 0.25% | 406,979 | 392,367 | 2,685.2% | $765.51万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $785.07万 | 0.25% | 232,757 | -2,698 | -1.1% | -$9.10万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $725.02万 | 0.23% | 200,670 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $714.03万 | 0.23% | 194,242 | -4,825 | -2.4% | -$17.74万 | 减仓 |
| NNN | NNN REIT INC | $712.46万 | 0.22% | 153,119 | -6,421 | -4.0% | -$29.88万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $708.43万 | 0.22% | 217,244 | -6,917 | -3.1% | -$22.56万 | 减仓 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $703.76万 | 0.22% | 325,364 | 325,364 | — | $703.76万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $673.75万 | 0.21% | 112,874 | -934 | -0.8% | -$5.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $575.01万 | 0.18% | 7,700 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $534.55万 | 0.17% | 21,048 | -403 | -1.9% | -$10.23万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.17% | 7 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $515.27万 | 0.16% | 8,123 | -56 | -0.7% | -$3.55万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $471.16万 | 0.15% | 337,263 | -209 | -0.1% | -$2,920 | 减仓 |
| KO | COCA COLA CO | $459.68万 | 0.15% | 56,562 | -96 | -0.2% | -$7,802 | 减仓 |
| MRK | MERCK & CO INC | $376.88万 | 0.12% | 29,329 | 95 | 0.3% | $1.22万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $353.73万 | 0.11% | 12,579 | 233 | 1.9% | $6.55万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $345.78万 | 0.11% | 14,044 | -1,197 | -7.9% | -$29.47万 | 减仓 |
| ABBV | ABBVIE INC | $342.42万 | 0.11% | 13,608 | 213 | 1.6% | $5.36万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $320.13万 | 0.10% | 16,803 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $313.76万 | 0.10% | 21,918 | -2,252 | -9.3% | -$32.24万 | 减仓 |
| LOW | LOWES COS INC | $301.89万 | 0.10% | 13,692 | -118,870 | -89.7% | -$2,620.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $298.53万 | 0.09% | 5,966 | -322 | -5.1% | -$16.11万 | 减仓 |
| IVV | ISHARES TR | $296.13万 | 0.09% | 3,954 | -3,359 | -45.9% | -$251.57万 | 减仓 |
| GE | GE AEROSPACE | $284.52万 | 0.09% | 7,613 | 3,666 | 92.9% | $137.01万 | 加仓 |
| BAC | BANK OF AMER CORP | $273.34万 | 0.09% | 47,971 | -205,666 | -81.1% | -$1,171.89万 | 减仓 |
| SYY | SYSCO CORP | $272.44万 | 0.09% | 32,596 | -446 | -1.3% | -$3.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $253.33万 | 0.08% | 17,276 | 501 | 3.0% | $7.35万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $249.66万 | 0.08% | 4,861 | 125 | 2.6% | $6.42万 | 加仓 |
| OKE | ONEOK INC NEW | $230.77万 | 0.07% | 26,543 | -622 | -2.3% | -$5.41万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $227.13万 | 0.07% | 3,307 | -117 | -3.4% | -$8.04万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $224.89万 | 0.07% | 13,238 | -33 | -0.2% | -$5,606 | 减仓 |
| LRCX | LAM RESEARCH CORP | $218.09万 | 0.07% | 5,033 | 0 | 0.0% | — | 不变 |