Chicago Partners Investment Group LLC
CHICAGO IL · SEC CIK 0001563525
$50.01亿2026Q2 申报市值
1,588持仓数
20.8%前十大占比 · 第一大 3.9%
202 / 118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
NVDA 加仓+$1,865.52万
AAPL 加仓+$1,136.65万
TNA 新建仓+$1,040.74万
WWD 加仓+$746.27万
AYA 新建仓+$685.94万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$3.83亿
VUG 减仓-$3.76亿
BKNG 减仓-$5,216.74万
VGT 减仓-$3,638.16万
SFLR 减仓-$663.06万
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 |
|---|---|---|---|---|---|---|---|---|
| CASY | CASEYS GEN STORES INC | $138.91万 | 0.03% | 1,587 | 274 | 20.9% | $23.98万 | 加仓 |
| IFRA | ISHARES TR | $140.03万 | 0.03% | 22,312 | 8,577 | 62.4% | $53.83万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $140.91万 | 0.03% | 12,350 | 108 | 0.9% | $1.23万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $141.03万 | 0.03% | 4,810 | 1,512 | 45.8% | $44.33万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $141.13万 | 0.03% | 7,270 | 1,890 | 35.1% | $36.69万 | 加仓 |
| BALL | BALL CORP | $141.66万 | 0.03% | 22,764 | 3,112 | 15.8% | $19.37万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $142.45万 | 0.03% | 12,489 | 10,181 | 441.1% | $116.12万 | 加仓 |
| AME | AMETEK INC | $142.66万 | 0.03% | 5,916 | 1,470 | 33.1% | $35.45万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $142.96万 | 0.03% | 53,144 | 888 | 1.7% | $2.39万 | 加仓 |
| MKSI | MKS INC. | $143.27万 | 0.03% | 4,149 | 765 | 22.6% | $26.42万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $143.50万 | 0.03% | 18,077 | 155 | 0.9% | $1.23万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $144.00万 | 0.03% | 2,209 | 208 | 10.4% | $13.56万 | 加仓 |
| STT | STATE STR CORP | $144.14万 | 0.03% | 7,825 | 1,137 | 17.0% | $20.94万 | 加仓 |
| IUSG | ISHARES TR | $144.19万 | 0.03% | 7,888 | -631 | -7.4% | -$11.53万 | 减仓 |
| SNPS | SYNOPSYS INC | $144.36万 | 0.03% | 3,865 | 2,227 | 136.0% | $83.18万 | 加仓 |
| EOG | EOG RES INC | $145.49万 | 0.03% | 10,000 | 5,293 | 112.4% | $77.01万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $147.33万 | 0.03% | 2 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $147.39万 | 0.03% | 7,722 | 2,234 | 40.7% | $42.64万 | 加仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $147.44万 | 0.03% | 306,536 | 306,536 | — | $147.44万 | 新建仓 |
| TRIN | TRINITY CAP INC | $147.47万 | 0.03% | 84,459 | -3,441 | -3.9% | -$6.01万 | 减仓 |
| EPR | EPR PPTYS | $147.53万 | 0.03% | 23,803 | 5,061 | 27.0% | $31.37万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $147.54万 | 0.03% | 8,472 | 1,083 | 14.7% | $18.86万 | 加仓 |
| EVRG | EVERGY INC | $147.61万 | 0.03% | 17,035 | 1,147 | 7.2% | $9.94万 | 加仓 |
| PODD | INSULET CORP | $147.77万 | 0.03% | 9,330 | 4,751 | 103.8% | $75.25万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $147.91万 | 0.03% | 11,849 | 3,238 | 37.6% | $40.42万 | 加仓 |
| AROC | ARCHROCK INC | $148.14万 | 0.03% | 38,589 | 439 | 1.2% | $1.69万 | 加仓 |
| OEF | ISHARES TR | $148.73万 | 0.03% | 4,096 | 605 | 17.3% | $21.97万 | 加仓 |
| CRM | SALESFORCE INC | $148.84万 | 0.03% | 9,485 | 998 | 11.8% | $15.66万 | 加仓 |
| EXC | EXELON CORP | $149.14万 | 0.03% | 31,545 | 635 | 2.1% | $3.00万 | 加仓 |
| DT | DYNATRACE INC | $149.62万 | 0.03% | 36,807 | 20,502 | 125.7% | $83.34万 | 加仓 |
| IBB | ISHARES TR | $149.71万 | 0.03% | 7,922 | 60 | 0.8% | $1.13万 | 加仓 |
| DE | DEERE & CO | $150.15万 | 0.03% | 2,461 | 316 | 14.7% | $19.28万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $150.38万 | 0.03% | 6,531 | 2,243 | 52.3% | $51.65万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $150.72万 | 0.03% | 104,888 | 60,373 | 135.6% | $86.76万 | 加仓 |
| SUB | ISHARES TR | $151.40万 | 0.03% | 14,318 | -3,341 | -18.9% | -$35.33万 | 减仓 |
| TMUS | T-MOBILE US INC | $151.50万 | 0.03% | 8,890 | 5,166 | 138.7% | $88.04万 | 加仓 |
| DOCU | DOCUSIGN INC | $151.51万 | 0.03% | 32,208 | 10,477 | 48.2% | $49.28万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $152.27万 | 0.03% | 4,369 | -171 | -3.8% | -$5.96万 | 减仓 |
| MDB | MONGODB INC | $152.57万 | 0.03% | 5,100 | 1,915 | 60.1% | $57.29万 | 加仓 |
| DTE | DTE ENERGY CO | $152.61万 | 0.03% | 10,302 | 6,124 | 146.6% | $90.72万 | 加仓 |
| ARW | ARROW ELECTRS INC | $153.07万 | 0.03% | 7,116 | 3,410 | 92.0% | $73.35万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $153.22万 | 0.03% | 30,061 | 3,093 | 11.5% | $15.77万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $153.27万 | 0.03% | 7,322 | 1,077 | 17.2% | $22.54万 | 加仓 |
| T | AT&T INC | $153.53万 | 0.03% | 66,868 | -3,893 | -5.5% | -$8.94万 | 减仓 |
| ISPY | PROSHARES TR | $153.90万 | 0.03% | 32,538 | 2,312 | 7.6% | $10.94万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $153.98万 | 0.03% | 17,881 | 2,114 | 13.4% | $18.20万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $153.98万 | 0.03% | 18,558 | 13,587 | 273.3% | $112.73万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $154.17万 | 0.03% | 38,773 | -1,031 | -2.6% | -$4.10万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $155.40万 | 0.03% | 5,639 | 280 | 5.2% | $7.72万 | 加仓 |
| IRM | IRON MTN INC DEL | $155.55万 | 0.03% | 12,489 | 1,796 | 16.8% | $22.37万 | 加仓 |
| RHI | ROBERT HALF INC. | $156.04万 | 0.03% | 41,227 | 6,289 | 18.0% | $23.80万 | 加仓 |
| NOW | SERVICENOW INC | $156.60万 | 0.03% | 17,033 | 6,433 | 60.7% | $59.15万 | 加仓 |
| CTVA | CORTEVA INC | $157.33万 | 0.03% | 17,721 | 2,193 | 14.1% | $19.47万 | 加仓 |
| MOAT | VANECK ETF TRUST | $157.38万 | 0.03% | 15,143 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $157.78万 | 0.03% | 10,003 | 1,971 | 24.5% | $31.09万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $158.56万 | 0.03% | 41,726 | 541 | 1.3% | $2.06万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $158.59万 | 0.03% | 14,689 | 111 | 0.8% | $1.20万 | 加仓 |
| RL | RALPH LAUREN CORP | $158.64万 | 0.03% | 4,268 | 170 | 4.1% | $6.32万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $159.48万 | 0.03% | 28,679 | 466 | 1.7% | $2.59万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $159.60万 | 0.03% | 69,969 | 14,268 | 25.6% | $32.55万 | 加仓 |
| EVR | EVERCORE INC | $159.67万 | 0.03% | 4,769 | 599 | 14.4% | $20.06万 | 加仓 |
| BBY | BEST BUY INC | $159.80万 | 0.03% | 18,927 | 2,259 | 13.6% | $19.07万 | 加仓 |
| BLK | BLACKROCK INC | $160.41万 | 0.03% | 1,547 | 251 | 19.4% | $26.03万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $160.43万 | 0.03% | 4,934 | 1,531 | 45.0% | $49.78万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $161.32万 | 0.03% | 17,180 | -66 | -0.4% | -$6,197 | 减仓 |
| DG | DOLLAR GEN CORP | $162.11万 | 0.03% | 14,077 | 2,981 | 26.9% | $34.33万 | 加仓 |
| EME | EMCOR GROUP INC | $162.12万 | 0.03% | 2,108 | -90 | -4.1% | -$6.92万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $162.44万 | 0.03% | 64,281 | 64,281 | — | $162.44万 | 新建仓 |
| SO | SOUTHERN CO | $162.60万 | 0.03% | 16,833 | 2,660 | 18.8% | $25.69万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $162.71万 | 0.03% | 29,275 | 15,820 | 117.6% | $87.93万 | 加仓 |
| MCK | MCKESSON CORP | $163.55万 | 0.03% | 1,984 | 120 | 6.4% | $9.89万 | 加仓 |
| USB | US BANCORP | $163.57万 | 0.03% | 25,829 | -1,528 | -5.6% | -$9.68万 | 减仓 |
| PFF | ISHARES TR | $163.66万 | 0.03% | 54,298 | 3,124 | 6.1% | $9.42万 | 加仓 |
| DDOG | DATADOG INC | $163.79万 | 0.03% | 6,702 | 388 | 6.1% | $9.48万 | 加仓 |
| EQIX | EQUINIX INC | $164.20万 | 0.03% | 1,589 | 721 | 83.1% | $74.50万 | 加仓 |
| MDT | MEDTRONIC PLC | $164.51万 | 0.03% | 20,060 | 11,094 | 123.7% | $90.98万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $164.58万 | 0.03% | 5,492 | 3,290 | 149.4% | $98.59万 | 加仓 |
| JBL | JABIL INC | $164.66万 | 0.03% | 5,113 | 1,633 | 46.9% | $52.59万 | 加仓 |
| NEM | NEWMONT CORP | $164.68万 | 0.03% | 17,386 | 2,345 | 15.6% | $22.21万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $164.71万 | 0.03% | 2,196 | 63 | 3.0% | $4.73万 | 加仓 |
| FTI | TECHNIPFMC PLC | $165.37万 | 0.03% | 21,753 | -5,286 | -19.5% | -$40.18万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $166.38万 | 0.03% | 28,886 | 9,749 | 50.9% | $56.15万 | 加仓 |
| MSTR | STRATEGY INC | $166.53万 | 0.03% | 17,785 | 417 | 2.4% | $3.90万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $166.66万 | 0.03% | 27,856 | 1,980 | 7.7% | $11.85万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $167.46万 | 0.03% | 8,361 | 1,425 | 20.5% | $28.54万 | 加仓 |
| ALL | ALLSTATE CORP | $169.79万 | 0.03% | 6,671 | 150 | 2.3% | $3.82万 | 加仓 |
| SHOP | SHOPIFY INC | $171.09万 | 0.03% | 15,276 | -1,523 | -9.1% | -$17.06万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $171.58万 | 0.03% | 22,803 | -3,378 | -12.9% | -$25.42万 | 减仓 |
| FDX | FEDEX CORP | $172.43万 | 0.03% | 5,463 | -631 | -10.4% | -$19.92万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $173.20万 | 0.03% | 35,652 | -1,912 | -5.1% | -$9.29万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $173.32万 | 0.03% | 39,554 | -3,077 | -7.2% | -$13.48万 | 减仓 |
| EQT | EQT CORP | $173.56万 | 0.03% | 32,508 | -1,420 | -4.2% | -$7.58万 | 减仓 |
| CUBE | CUBESMART | $174.12万 | 0.03% | 42,457 | 24,042 | 130.6% | $98.60万 | 加仓 |
| PFXF | VANECK ETF TRUST | $174.15万 | 0.03% | 99,969 | -3,125 | -3.0% | -$5.44万 | 减仓 |
| FIVE | FIVE BELOW INC | $175.88万 | 0.04% | 8,737 | -695 | -7.4% | -$13.99万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $175.90万 | 0.04% | 21,501 | 1,544 | 7.7% | $12.63万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $176.21万 | 0.04% | 12,511 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $176.34万 | 0.04% | 13,200 | -46 | -0.3% | -$6,145 | 减仓 |
| CALF | PACER FDS TR | $177.98万 | 0.04% | 34,492 | -2,168 | -5.9% | -$11.19万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $178.16万 | 0.04% | 21,962 | 135 | 0.6% | $1.10万 | 加仓 |