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 |
|---|---|---|---|---|---|---|---|---|
| IOO | ISHARES TR | $181.18万 | 0.04% | 13,602 | 2,970 | 27.9% | $39.56万 | 加仓 |
| — | SPROTT FDS TR | $181.28万 | 0.04% | 54,000 | 7,000 | 14.9% | $23.50万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $181.84万 | 0.04% | 21,827 | -5,172 | -19.2% | -$43.09万 | 减仓 |
| NTRS | NORTHERN TR CORP | $182.58万 | 0.04% | 10,879 | 3,718 | 51.9% | $62.40万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $183.37万 | 0.04% | 3,110 | 68 | 2.2% | $4.01万 | 加仓 |
| T | AT&T INC | $183.84万 | 0.04% | 70,761 | 6,080 | 9.4% | $15.80万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $186.49万 | 0.04% | 13,339 | 7,173 | 116.3% | $100.28万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $187.31万 | 0.04% | 3,873 | 415 | 12.0% | $20.07万 | 加仓 |
| EPS | WISDOMTREE TR | $187.35万 | 0.04% | 25,209 | -870 | -3.3% | -$6.47万 | 减仓 |
| ESML | ISHARES TR | $187.99万 | 0.04% | 36,731 | -43 | -0.1% | -$2,201 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $188.32万 | 0.04% | 11,795 | -286 | -2.4% | -$4.57万 | 减仓 |
| SUB | ISHARES TR | $188.39万 | 0.04% | 17,659 | 26 | 0.1% | $2,774 | 加仓 |
| CVS | CVS HEALTH CORP | $188.66万 | 0.04% | 24,684 | 1,089 | 4.6% | $8.32万 | 加仓 |
| EME | EMCOR GROUP INC | $189.03万 | 0.04% | 2,198 | 1,231 | 127.3% | $105.87万 | 加仓 |
| TGT | TARGET CORP | $189.23万 | 0.04% | 14,489 | -983 | -6.4% | -$12.84万 | 减仓 |
| TSN | TYSON FOODS INC | $189.28万 | 0.04% | 29,324 | 9,322 | 46.6% | $60.17万 | 加仓 |
| ESGD | ISHARES TR | $190.44万 | 0.04% | 18,897 | 780 | 4.3% | $7.86万 | 加仓 |
| ITT | ITT INC | $190.56万 | 0.04% | 8,778 | 4,944 | 129.0% | $107.33万 | 加仓 |
| PFXF | VANECK ETF TRUST | $190.93万 | 0.04% | 103,094 | 1,047 | 1.0% | $1.94万 | 加仓 |
| ASML | ASML HLDG NV | $192.44万 | 0.04% | 1,333 | -296 | -18.2% | -$42.73万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $193.78万 | 0.04% | 5,481 | -1,319 | -19.4% | -$46.63万 | 减仓 |
| FTI | TECHNIPFMC PLC | $195.30万 | 0.04% | 27,039 | 8,580 | 46.5% | $61.97万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $195.44万 | 0.04% | 24,571 | 4,924 | 25.1% | $39.16万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $196.02万 | 0.04% | 42,631 | 6,268 | 17.2% | $28.82万 | 加仓 |
| DGRW | WISDOMTREE TR | $196.17万 | 0.04% | 20,861 | 14 | 0.1% | $1,317 | 加仓 |
| DAL | DELTA AIR LINES INC | $196.38万 | 0.04% | 28,707 | 8,111 | 39.4% | $55.49万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $196.55万 | 0.04% | 7,428 | -953 | -11.4% | -$25.22万 | 减仓 |
| HODL | VANECK BITCOIN ETF | $197.79万 | 0.04% | 88,654 | 14,041 | 18.8% | $31.33万 | 加仓 |
| ADBE | ADOBE INC | $198.49万 | 0.04% | 7,755 | 1,844 | 31.2% | $47.20万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $198.94万 | 0.04% | 9,268 | 2,751 | 42.2% | $59.05万 | 加仓 |
| EQT | EQT CORP | $199.22万 | 0.04% | 33,928 | -3,665 | -9.7% | -$21.52万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $199.66万 | 0.04% | 25,460 | 2,553 | 11.1% | $20.02万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $201.93万 | 0.04% | 28,700 | 9,543 | 49.8% | $67.14万 | 加仓 |
| SPGI | S&P GLOBAL INC | $202.20万 | 0.04% | 4,503 | 2,101 | 87.5% | $94.34万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $202.40万 | 0.04% | 26,181 | 315 | 1.2% | $2.44万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $204.18万 | 0.04% | 16,840 | 8,248 | 96.0% | $100.00万 | 加仓 |
| APH | AMPHENOL CORP | $204.38万 | 0.04% | 13,798 | 3,302 | 31.5% | $48.91万 | 加仓 |
| SOXX | ISHARES TR | $204.52万 | 0.04% | 4,737 | -1,578 | -25.0% | -$68.13万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $204.62万 | 0.04% | 57,655 | 49,257 | 586.5% | $174.81万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $204.67万 | 0.04% | 36,851 | -8,979 | -19.6% | -$49.87万 | 减仓 |
| CI | THE CIGNA GROUP | $204.73万 | 0.04% | 7,453 | 2,831 | 61.3% | $77.77万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $206.91万 | 0.04% | 23,942 | 152 | 0.6% | $1.31万 | 加仓 |
| QCOM | QUALCOMM INC | $206.95万 | 0.04% | 15,209 | -490 | -3.1% | -$6.67万 | 减仓 |
| — | HONEYWELL INTL INC | $207.91万 | 0.04% | 9,452 | 3,104 | 48.9% | $68.28万 | 加仓 |
| CB | CHUBB LTD SWITZ | $208.56万 | 0.04% | 6,409 | 233 | 3.8% | $7.58万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $208.71万 | 0.04% | 52,152 | -2,028 | -3.7% | -$8.12万 | 减仓 |
| GM | GENERAL MTRS CO | $208.74万 | 0.04% | 26,423 | 7,160 | 37.2% | $56.56万 | 加仓 |
| ASPI | ASP ISOTOPES INC | $209.86万 | 0.04% | 374,078 | 374,078 | — | $209.86万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $211.52万 | 0.04% | 4,533 | 375 | 9.0% | $17.50万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $214.36万 | 0.04% | 25,192 | 9,185 | 57.4% | $78.16万 | 加仓 |
| CNC | CENTENE CORP DEL | $214.43万 | 0.04% | 55,080 | 9,282 | 20.3% | $36.13万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $215.09万 | 0.04% | 52,473 | 3,589 | 7.3% | $14.71万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $217.23万 | 0.04% | 7,303 | 7,303 | — | $217.23万 | 新建仓 |
| SUSA | ISHARES TR | $218.23万 | 0.04% | 15,117 | -23 | -0.2% | -$3,320 | 减仓 |
| SYK | STRYKER CORPORATION | $218.63万 | 0.04% | 6,638 | 2,148 | 47.8% | $70.75万 | 加仓 |
| HDV | ISHARES TR | $220.51万 | 0.05% | 16,604 | 548 | 3.4% | $7.28万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $220.99万 | 0.05% | 9,819 | 1,806 | 22.5% | $40.65万 | 加仓 |
| PSFF | PACER FDS TR | $221.30万 | 0.05% | 66,139 | -5,084 | -7.1% | -$17.01万 | 减仓 |
| SHOP | SHOPIFY INC | $221.68万 | 0.05% | 16,799 | 686 | 4.3% | $9.05万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $222.87万 | 0.05% | 31,981 | -64 | -0.2% | -$4,460 | 减仓 |
| EIX | EDISON INTL | $223.24万 | 0.05% | 32,176 | 8,411 | 35.4% | $58.36万 | 加仓 |
| SHYG | ISHARES TR | $223.77万 | 0.05% | 52,454 | 6,094 | 13.1% | $26.00万 | 加仓 |
| ETN | EATON CORP PLC | $224.32万 | 0.05% | 5,420 | -46 | -0.8% | -$1.90万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $225.28万 | 0.05% | 7,024 | 253 | 3.7% | $8.11万 | 加仓 |
| FIVE | FIVE BELOW INC | $226.58万 | 0.05% | 9,432 | 3,637 | 62.8% | $87.37万 | 加仓 |
| AMGN | AMGEN INC | $226.90万 | 0.05% | 6,559 | 710 | 12.1% | $24.56万 | 加仓 |
| MS | MORGAN STANLEY | $227.62万 | 0.05% | 11,914 | 1,857 | 18.5% | $35.48万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $227.96万 | 0.05% | 29,177 | 2,415 | 9.0% | $18.87万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $231.40万 | 0.05% | 76,885 | -3,595 | -4.5% | -$10.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $232.88万 | 0.05% | 11,500 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $233.66万 | 0.05% | 7,019 | 166 | 2.4% | $5.53万 | 加仓 |
| FDX | FEDEX CORP | $235.18万 | 0.05% | 6,094 | 1,536 | 33.7% | $59.28万 | 加仓 |
| DLN | WISDOMTREE TR | $236.12万 | 0.05% | 25,308 | 54 | 0.2% | $5,038 | 加仓 |
| IEMG | ISHARES INC | $236.87万 | 0.05% | 30,407 | -392 | -1.3% | -$3.05万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $237.02万 | 0.05% | 40,337 | 2,156 | 5.6% | $12.67万 | 加仓 |
| IQLT | ISHARES TR | $237.64万 | 0.05% | 48,517 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $238.16万 | 0.05% | 5,103 | -280 | -5.2% | -$13.07万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $242.56万 | 0.05% | 47,523 | 165 | 0.3% | $8,422 | 加仓 |
| PSX | PHILLIPS 66 | $244.27万 | 0.05% | 15,205 | 3,502 | 29.9% | $56.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $245.14万 | 0.05% | 27,238 | 942 | 3.6% | $8.48万 | 加仓 |
| QDPL | PACER FDS TR | $245.97万 | 0.05% | 56,388 | -3,467 | -5.8% | -$15.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $247.14万 | 0.05% | 15,074 | 1,421 | 10.4% | $23.30万 | 加仓 |
| PFE | PFIZER INC | $249.97万 | 0.05% | 93,273 | 11,016 | 13.4% | $29.52万 | 加仓 |
| CMI | CUMMINS INC | $250.35万 | 0.05% | 3,917 | 830 | 26.9% | $53.05万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $253.66万 | 0.05% | 16,899 | 713 | 4.4% | $10.70万 | 加仓 |
| IHI | ISHARES TR | $258.38万 | 0.05% | 48,476 | -1,637 | -3.3% | -$8.73万 | 减仓 |
| LIN | LINDE PLC | $258.99万 | 0.05% | 5,236 | 964 | 22.6% | $47.68万 | 加仓 |
| RTX | RTX CORPORATION | $259.47万 | 0.05% | 14,343 | 648 | 4.7% | $11.72万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $263.90万 | 0.05% | 8,649 | 2,627 | 43.6% | $80.16万 | 加仓 |
| TJX | TJX COS INC NEW | $264.54万 | 0.05% | 16,693 | 7,023 | 72.6% | $111.29万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $266.18万 | 0.05% | 38,338 | 21 | 0.1% | $1,458 | 加仓 |
| PCG | PG&E CORP | $269.70万 | 0.06% | 159,774 | 61,028 | 61.8% | $103.01万 | 加仓 |
| SBUX | STARBUCKS CORP | $271.72万 | 0.06% | 27,303 | 6,748 | 32.8% | $67.16万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $271.83万 | 0.06% | 56,402 | -17,560 | -23.7% | -$84.63万 | 减仓 |
| MDST | ULTIMUS MANAGERS TR | $274.29万 | 0.06% | 97,716 | 97,716 | — | $274.29万 | 新建仓 |
| DHR | DANAHER CORP DEL | $275.40万 | 0.06% | 14,964 | 4,488 | 42.8% | $82.60万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $275.69万 | 0.06% | 7,116 | -507 | -6.7% | -$19.64万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $279.29万 | 0.06% | 57,572 | 619 | 1.1% | $3.00万 | 加仓 |
| CAT | CATERPILLAR INC | $279.33万 | 0.06% | 3,453 | 8 | 0.2% | $6,472 | 加仓 |
| VXUS | VANGUARD STAR FDS | $281.30万 | 0.06% | 34,059 | 3,813 | 12.6% | $31.49万 | 加仓 |