Chicago Partners Investment Group LLC
CHICAGO IL · SEC CIK 0001563525
$48.76亿2026Q1 申报市值
1,489持仓数
26.0%前十大占比 · 第一大 8.1%
234 / 53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
VUG 加仓+$3.30亿
VO 加仓+$9,419.05万
BKNG 加仓+$5,044.38万
VGT 加仓+$2,610.80万
VOO 加仓+$852.69万
2026Q1 卖出最多 按季末市值估算
VGSH 减仓-$1,156.78万
DUSB 减仓-$484.80万
SFLR 减仓-$294.55万
KMI 减仓-$187.65万
WMB 减仓-$143.12万
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 |
|---|---|---|---|---|---|---|---|---|
| WWD | WOODWARD INC | $99.89万 | 0.02% | 2,726 | 709 | 35.2% | $25.98万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $99.99万 | 0.02% | 7,516 | -397 | -5.0% | -$5.28万 | 减仓 |
| TXT | TEXTRON INC | $100.07万 | 0.02% | 11,186 | 2,790 | 33.2% | $24.96万 | 加仓 |
| TWLO | TWILIO INC | $100.15万 | 0.02% | 6,657 | 2,477 | 59.3% | $37.27万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $100.38万 | 0.02% | 2,143 | 505 | 30.8% | $23.66万 | 加仓 |
| ADSK | AUTODESK INC | $100.51万 | 0.02% | 4,060 | 1,378 | 51.4% | $34.12万 | 加仓 |
| FTNT | FORTINET INC | $100.60万 | 0.02% | 11,551 | 5,988 | 107.6% | $52.15万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $100.66万 | 0.02% | 15,890 | 3,755 | 30.9% | $23.79万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $101.01万 | 0.02% | 44,243 | -2,193 | -4.7% | -$5.01万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $101.05万 | 0.02% | 10,116 | 1,916 | 23.4% | $19.14万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $101.89万 | 0.02% | 9,422 | 1,912 | 25.5% | $20.68万 | 加仓 |
| STT | STATE STR CORP | $101.92万 | 0.02% | 6,688 | 1,337 | 25.0% | $20.37万 | 加仓 |
| BE | BLOOM ENERGY CORP | $102.24万 | 0.02% | 4,450 | 348 | 8.5% | $8.00万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $102.27万 | 0.02% | 10,946 | 16 | 0.1% | $1,495 | 加仓 |
| AME | AMETEK INC | $102.46万 | 0.02% | 4,446 | 1,503 | 51.1% | $34.64万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $102.62万 | 0.02% | 7,722 | 590 | 8.3% | $7.84万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $102.80万 | 0.02% | 1,313 | 55 | 4.4% | $4.31万 | 加仓 |
| RHI | ROBERT HALF INC. | $102.96万 | 0.02% | 34,938 | 6,605 | 23.3% | $19.47万 | 加仓 |
| DOCU | DOCUSIGN INC | $103.27万 | 0.02% | 21,731 | 14,268 | 191.2% | $67.80万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $103.43万 | 0.02% | 3,999 | 65 | 1.7% | $1.68万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $103.58万 | 0.02% | 25,657 | 393 | 1.6% | $1.59万 | 加仓 |
| CIEN | CIENA CORP | $103.69万 | 0.02% | 2,078 | 140 | 7.2% | $6.99万 | 加仓 |
| VLO | VALERO ENERGY CORP | $104.09万 | 0.02% | 4,442 | 431 | 10.7% | $10.10万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $104.23万 | 0.02% | 20,223 | 3,975 | 24.5% | $20.49万 | 加仓 |
| SNOW | SNOWFLAKE INC | $104.26万 | 0.02% | 6,702 | 1,337 | 24.9% | $20.80万 | 加仓 |
| MAS | MASCO CORP | $104.37万 | 0.02% | 14,111 | 5,094 | 56.5% | $37.68万 | 加仓 |
| EPR | EPR PPTYS | $104.54万 | 0.02% | 18,742 | 2,297 | 14.0% | $12.81万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $104.93万 | 0.02% | 3,929 | 1,357 | 52.8% | $36.24万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $104.98万 | 0.02% | 23,396 | 1,050 | 4.7% | $4.71万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $105.11万 | 0.02% | 10,094 | 4,082 | 67.9% | $42.51万 | 加仓 |
| DIS | DISNEY WALT CO | $105.14万 | 0.02% | 10,031 | 828 | 9.0% | $8.68万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $105.49万 | 0.02% | 35,919 | -12,539 | -25.9% | -$36.83万 | 减仓 |
| BBY | BEST BUY INC | $105.89万 | 0.02% | 16,668 | 4,231 | 34.0% | $26.88万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $105.93万 | 0.02% | 29,704 | 11 | 0.0% | $392 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $105.95万 | 0.02% | 8,504 | 4,092 | 92.7% | $50.98万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $105.97万 | 0.02% | 467 | -56 | -10.7% | -$12.71万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $106.12万 | 0.02% | 6,936 | 2,046 | 41.8% | $31.30万 | 重新持有 |
| — | MATTHEWS ASIA FDS | $106.19万 | 0.02% | 23,751 | -1,102 | -4.4% | -$4.93万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $106.37万 | 0.02% | 1,114 | 229 | 25.9% | $21.87万 | 加仓 |
| SILJ | AMPLIFY ETF TR 看涨期权 | $107.17万 | 0.02% | 34,000 | -22,000 | -39.3% | -$69.34万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $107.23万 | 0.02% | 2,109 | 191 | 10.0% | $9.71万 | 加仓 |
| MO | ALTRIA GROUP INC | $107.27万 | 0.02% | 16,457 | -126 | -0.8% | -$8,213 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $107.27万 | 0.02% | 8,032 | 1,900 | 31.0% | $25.38万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $107.45万 | 0.02% | 5,380 | 168 | 3.2% | $3.36万 | 加仓 |
| NYF | ISHARES TR | $107.65万 | 0.02% | 20,036 | 25 | 0.1% | $1,343 | 加仓 |
| TXN | TEXAS INSTRS INC | $107.72万 | 0.02% | 4,558 | 414 | 10.0% | $9.78万 | 加仓 |
| VFC | V F CORP | $108.00万 | 0.02% | 50,115 | 28,550 | 132.4% | $61.52万 | 加仓 |
| MLI | MUELLER INDS INC | $108.43万 | 0.02% | 8,035 | 3,093 | 62.6% | $41.74万 | 加仓 |
| ISCF | ISHARES TR | $108.55万 | 0.02% | 24,437 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $108.65万 | 0.02% | 9,949 | 454 | 4.8% | $4.96万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $108.69万 | 0.02% | 13,584 | 9,203 | 210.1% | $73.63万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $109.13万 | 0.02% | 17,619 | 3,917 | 28.6% | $24.26万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $109.18万 | 0.02% | 19,137 | 13,564 | 243.4% | $77.38万 | 加仓 |
| NOW | SERVICENOW INC | $109.25万 | 0.02% | 10,600 | 1,003 | 10.5% | $10.34万 | 加仓 |
| CLH | CLEAN HARBORS INC | $109.52万 | 0.02% | 3,598 | 376 | 11.7% | $11.45万 | 加仓 |
| LOW | LOWES COS INC | $109.96万 | 0.02% | 4,484 | -104 | -2.3% | -$2.55万 | 减仓 |
| SGOV | ISHARES TR | $110.05万 | 0.02% | 10,940 | 2,909 | 36.2% | $29.26万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $110.12万 | 0.02% | 45,150 | -327 | -0.7% | -$7,976 | 减仓 |
| SSO | PROSHARES TR | $111.73万 | 0.02% | 18,085 | -520 | -2.8% | -$3.21万 | 减仓 |
| AON | AON PLC | $111.79万 | 0.02% | 3,420 | 2,125 | 164.1% | $69.46万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $112.10万 | 0.02% | 13,934 | 6,177 | 79.6% | $49.70万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $112.69万 | 0.02% | 23,555 | 15,848 | 205.6% | $75.82万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $113.58万 | 0.02% | 746 | 218 | 41.3% | $33.19万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $113.58万 | 0.02% | 15,527 | 882 | 6.0% | $6.45万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $113.65万 | 0.02% | 6,953 | 4,649 | 201.8% | $75.99万 | 加仓 |
| TXG | 10X GENOMICS INC | $114.02万 | 0.02% | 49,944 | 7,153 | 16.7% | $16.33万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $114.74万 | 0.02% | 170,751 | 4,210 | 2.5% | $2.83万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $115.35万 | 0.02% | 3,403 | 1,271 | 59.6% | $43.08万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $115.57万 | 0.02% | 9,593 | 4,904 | 104.6% | $59.08万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $116.20万 | 0.02% | 32,586 | 137 | 0.4% | $4,885 | 加仓 |
| — | CALAMOS ETF TR | $116.86万 | 0.02% | 44,297 | 28,022 | 172.2% | $73.92万 | 加仓 |
| JBL | JABIL INC | $117.07万 | 0.02% | 3,480 | 511 | 17.2% | $17.19万 | 加仓 |
| ITA | ISHARES TR | $117.17万 | 0.02% | 5,346 | -2 | -0.0% | -$438 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $117.91万 | 0.02% | 20,854 | -165 | -0.8% | -$9,329 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $118.14万 | 0.02% | 5,858 | 1,622 | 38.3% | $32.71万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $118.61万 | 0.02% | 26,399 | 776 | 3.0% | $3.49万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $119.45万 | 0.02% | 3,564 | 132 | 3.8% | $4.42万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $119.50万 | 0.02% | 13,030 | 3,102 | 31.2% | $28.45万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $120.37万 | 0.02% | 2,725 | 218 | 8.7% | $9.63万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $120.44万 | 0.02% | 14,654 | -329 | -2.2% | -$2.70万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $120.82万 | 0.02% | 12,745 | 36 | 0.3% | $3,413 | 加仓 |
| INGR | INGREDION INC | $120.85万 | 0.02% | 10,730 | 3,313 | 44.7% | $37.31万 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $121.00万 | 0.02% | 93,073 | 10,066 | 12.1% | $13.09万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $121.38万 | 0.02% | 26,968 | 5,008 | 22.8% | $22.54万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $121.41万 | 0.02% | 2,454 | -38 | -1.5% | -$1.88万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $121.79万 | 0.02% | 21,423 | 6,738 | 45.9% | $38.31万 | 加仓 |
| OEF | ISHARES TR | $122.42万 | 0.03% | 3,491 | -100 | -2.8% | -$3.51万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $122.93万 | 0.03% | 4,075 | 2,126 | 109.1% | $64.13万 | 加仓 |
| BALL | BALL CORP | $123.16万 | 0.03% | 19,652 | 11,091 | 129.6% | $69.51万 | 加仓 |
| CTVA | CORTEVA INC | $123.21万 | 0.03% | 15,528 | 1,210 | 8.5% | $9.60万 | 加仓 |
| ROKU | ROKU INC | $124.14万 | 0.03% | 10,490 | 3,802 | 56.8% | $44.99万 | 加仓 |
| ES | EVERSOURCE ENERGY | $124.39万 | 0.03% | 18,551 | 8,471 | 84.0% | $56.80万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $124.40万 | 0.03% | 9,155 | 1,750 | 23.6% | $23.78万 | 加仓 |
| DE | DEERE & CO | $124.43万 | 0.03% | 2,145 | 24 | 1.1% | $1.39万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $125.16万 | 0.03% | 55,701 | 32,057 | 135.6% | $72.03万 | 加仓 |
| IRM | IRON MTN INC DEL | $125.35万 | 0.03% | 10,693 | 4,377 | 69.3% | $51.31万 | 加仓 |
| CCK | CROWN HLDGS INC | $125.85万 | 0.03% | 12,352 | 866 | 7.5% | $8.82万 | 加仓 |
| EVRG | EVERGY INC | $126.53万 | 0.03% | 15,888 | 1,844 | 13.1% | $14.69万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $126.56万 | 0.03% | 16,922 | 1,683 | 11.0% | $12.59万 | 加仓 |
| SNDK | SANDISK CORP | $126.99万 | 0.03% | 1,297 | -190 | -12.8% | -$18.60万 | 减仓 |