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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $283.11万 | 0.06% | 63,264 | 9,696 | 18.1% | $43.39万 | 加仓 |
| WM | WASTE MGMT INC DEL | $283.50万 | 0.06% | 12,660 | 990 | 8.5% | $22.17万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $284.34万 | 0.06% | 15,785 | -4,761 | -23.2% | -$85.76万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $284.93万 | 0.06% | 35,876 | -1,236 | -3.3% | -$9.82万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $288.09万 | 0.06% | 11,662 | 3,464 | 42.3% | $85.57万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $290.82万 | 0.06% | 14,582 | 1,815 | 14.2% | $36.20万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $291.04万 | 0.06% | 102,694 | 536 | 0.5% | $1.52万 | 加仓 |
| DSI | ISHARES TR | $299.71万 | 0.06% | 22,476 | -39 | -0.2% | -$5,201 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $301.20万 | 0.06% | 5,423 | 1,939 | 55.7% | $107.69万 | 加仓 |
| BA | BOEING CO | $301.46万 | 0.06% | 13,034 | 2,599 | 24.9% | $60.11万 | 加仓 |
| STIP | ISHARES TR | $308.45万 | 0.06% | 29,739 | 122 | 0.4% | $1.27万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $309.24万 | 0.06% | 80,156 | 28,522 | 55.2% | $110.04万 | 加仓 |
| BAC | BANK AMERICA CORP | $310.72万 | 0.06% | 58,494 | 5,895 | 11.2% | $31.31万 | 加仓 |
| MSTR | STRATEGY INC | $311.51万 | 0.06% | 17,368 | 916 | 5.6% | $16.43万 | 加仓 |
| TER | TERADYNE INC | $313.70万 | 0.06% | 8,144 | 2,257 | 38.3% | $86.94万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $314.19万 | 0.06% | 34,259 | 4,811 | 16.3% | $44.12万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $314.23万 | 0.06% | 17,823 | -1,581 | -8.1% | -$27.87万 | 减仓 |
| MPC | MARATHON PETE CORP | $315.43万 | 0.06% | 14,204 | -98 | -0.7% | -$2.18万 | 减仓 |
| MNR | MACH NATURAL RESOURCES LP | $321.18万 | 0.07% | 247,255 | -851 | -0.3% | -$1.11万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $321.46万 | 0.07% | 245,386 | 66,981 | 37.5% | $87.75万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $321.58万 | 0.07% | 26,100 | -174 | -0.7% | -$2.14万 | 减仓 |
| MUB | ISHARES TR | $322.00万 | 0.07% | 30,006 | -3,959 | -11.7% | -$42.48万 | 减仓 |
| — | WISDOMTREE TR | $324.34万 | 0.07% | 98,763 | 1,603 | 1.6% | $5.26万 | 加仓 |
| WFC | WELLS FARGO & CO | $325.77万 | 0.07% | 40,428 | 4,031 | 11.1% | $32.48万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $325.93万 | 0.07% | 16,099 | -119 | -0.7% | -$2.41万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $327.57万 | 0.07% | 11,558 | -97 | -0.8% | -$2.75万 | 减仓 |
| KO | COCA COLA CO | $330.11万 | 0.07% | 44,232 | 2,751 | 6.6% | $20.53万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $331.44万 | 0.07% | 21,716 | -397 | -1.8% | -$6.06万 | 减仓 |
| DVY | ISHARES TR | $334.03万 | 0.07% | 21,996 | 1,976 | 9.9% | $30.01万 | 加仓 |
| NFLX | NETFLIX INC. | $344.74万 | 0.07% | 36,973 | 7,807 | 26.8% | $72.79万 | 加仓 |
| C | CITIGROUP INC | $346.43万 | 0.07% | 26,704 | 2,811 | 11.8% | $36.47万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $351.34万 | 0.07% | 70,030 | 793 | 1.1% | $3.98万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $353.67万 | 0.07% | 65,653 | -20 | -0.0% | -$1,077 | 减仓 |
| AMLP | ALPS ETF TR | $355.29万 | 0.07% | 68,444 | -3,098 | -4.3% | -$16.08万 | 减仓 |
| AMAT | APPLIED MATLS INC | $359.18万 | 0.07% | 8,902 | 887 | 11.1% | $35.79万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $361.24万 | 0.07% | 61,259 | 2,402 | 4.1% | $14.16万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $363.94万 | 0.07% | 34,071 | -2,071 | -5.7% | -$22.12万 | 减仓 |
| ENB | ENBRIDGE INC | $364.19万 | 0.07% | 70,308 | 146 | 0.2% | $7,563 | 加仓 |
| PWR | QUANTA SVCS INC | $367.03万 | 0.08% | 5,980 | 21 | 0.4% | $1.29万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $367.84万 | 0.08% | 72,941 | 6,393 | 9.6% | $32.24万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $370.86万 | 0.08% | 9,531 | 1,833 | 23.8% | $71.32万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $372.18万 | 0.08% | 3,981 | 354 | 9.8% | $33.10万 | 加仓 |
| ISCV | ISHARES TR | $373.07万 | 0.08% | 50,384 | 45 | 0.1% | $3,332 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $373.63万 | 0.08% | 83,251 | 1,628 | 2.0% | $7.31万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $375.33万 | 0.08% | 94,612 | 6,697 | 7.6% | $26.57万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $377.18万 | 0.08% | 64,146 | 20,249 | 46.1% | $119.06万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $378.12万 | 0.08% | 31,236 | 5,300 | 20.4% | $64.16万 | 加仓 |
| GLD | SPDR GOLD TR | $378.45万 | 0.08% | 8,695 | -2,496 | -22.3% | -$108.64万 | 减仓 |
| HD | HOME DEPOT INC | $378.81万 | 0.08% | 11,158 | 650 | 6.2% | $22.07万 | 加仓 |
| EEM | ISHARES TR | $379.36万 | 0.08% | 59,855 | -1,956 | -3.2% | -$12.40万 | 减仓 |
| FIX | COMFORT SYS USA INC | $380.63万 | 0.08% | 2,207 | 703 | 46.7% | $121.24万 | 加仓 |
| IXUS | ISHARES TR | $380.91万 | 0.08% | 41,042 | -528 | -1.3% | -$4.90万 | 减仓 |
| QUAL | ISHARES TR | $384.30万 | 0.08% | 18,550 | 6,357 | 52.1% | $131.70万 | 加仓 |
| SDY | SPDR SERIES TRUST | $388.02万 | 0.08% | 26,360 | -59 | -0.2% | -$8,685 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $388.70万 | 0.08% | 488,314 | -47,818 | -8.9% | -$38.06万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $389.43万 | 0.08% | 73,826 | 3,541 | 5.0% | $18.68万 | 加仓 |
| CG | CARLYLE GROUP INC | $395.02万 | 0.08% | 77,032 | -49 | -0.1% | -$2,513 | 减仓 |
| SLYV | SPDR SERIES TRUST | $404.94万 | 0.08% | 39,634 | 481 | 1.2% | $4.91万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $409.64万 | 0.08% | 36,650 | 4,584 | 14.3% | $51.24万 | 加仓 |
| INTC | INTEL CORP | $412.66万 | 0.08% | 63,224 | -2,313 | -3.5% | -$15.10万 | 减仓 |
| CSCO | CISCO SYS INC | $413.26万 | 0.08% | 46,020 | 3,774 | 8.9% | $33.89万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $415.51万 | 0.09% | 87,456 | -81 | -0.1% | -$3,848 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $418.90万 | 0.09% | 182,606 | 2,894 | 1.6% | $6.64万 | 加仓 |
| IVE | ISHARES TR | $423.85万 | 0.09% | 19,252 | -2,590 | -11.9% | -$57.02万 | 减仓 |
| MRK | MERCK & CO INC | $426.74万 | 0.09% | 37,801 | 552 | 1.5% | $6.23万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $432.33万 | 0.09% | 40,576 | 1,614 | 4.1% | $17.20万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $434.24万 | 0.09% | 3,656 | -9 | -0.2% | -$1.07万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $435.03万 | 0.09% | 24,477 | 2,390 | 10.8% | $42.48万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $435.07万 | 0.09% | 205,223 | 146 | 0.1% | $3,095 | 加仓 |
| CVX | CHEVRON CORPORATION | $436.37万 | 0.09% | 23,420 | 2,485 | 11.9% | $46.30万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $437.10万 | 0.09% | 28,233 | 1,852 | 7.0% | $28.67万 | 加仓 |
| IBDV | ISHARES TR | $437.28万 | 0.09% | 199,216 | 187,960 | 1,669.9% | $412.57万 | 加仓 |
| IBDU | ISHARES TR | $438.22万 | 0.09% | 188,158 | 177,367 | 1,643.7% | $413.09万 | 加仓 |
| IBDW | ISHARES TR | $438.25万 | 0.09% | 208,444 | 196,516 | 1,647.5% | $413.17万 | 加仓 |
| CWB | SPDR SERIES TRUST | $439.62万 | 0.09% | 43,527 | -2,328 | -5.1% | -$23.51万 | 减仓 |
| ICSH | ISHARES TR | $444.42万 | 0.09% | 87,847 | -258 | -0.3% | -$1.31万 | 减仓 |
| DGRO | ISHARES TR | $444.84万 | 0.09% | 61,004 | -867 | -1.4% | -$6.32万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $447.27万 | 0.09% | 23,528 | 3,173 | 15.6% | $60.32万 | 加仓 |
| ABNB | AIRBNB INC | $447.58万 | 0.09% | 31,043 | 6,639 | 27.2% | $95.72万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $448.41万 | 0.09% | 190,571 | 661 | 0.3% | $1.56万 | 加仓 |
| PEP | PEPSICO INC | $452.78万 | 0.09% | 29,441 | 7,152 | 32.1% | $109.99万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $454.28万 | 0.09% | 17,107 | 171 | 1.0% | $4.54万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $454.77万 | 0.09% | 105,959 | 155 | 0.1% | $6,653 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $458.21万 | 0.09% | 63,817 | -15 | -0.0% | -$1,077 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $461.46万 | 0.09% | 29,232 | 6,413 | 28.1% | $101.24万 | 加仓 |
| INTU | INTUIT | $461.76万 | 0.09% | 11,299 | 1,657 | 17.2% | $67.72万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $467.54万 | 0.10% | 25,292 | -612 | -2.4% | -$11.31万 | 减仓 |
| IBDT | ISHARES TR | $467.70万 | 0.10% | 184,642 | 163,068 | 755.9% | $413.05万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $473.45万 | 0.10% | 21,412 | 499 | 2.4% | $11.03万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $474.05万 | 0.10% | 101,011 | 6,623 | 7.0% | $31.08万 | 加仓 |
| IWF | ISHARES TR | $481.58万 | 0.10% | 10,057 | -117 | -1.1% | -$5.60万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $499.28万 | 0.10% | 52,823 | -5,442 | -9.3% | -$51.44万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $499.63万 | 0.10% | 20,322 | -455 | -2.2% | -$11.19万 | 减仓 |
| — | ISHARES TR | $502.94万 | 0.10% | 189,504 | 189,504 | — | $502.94万 | 新建仓 |
| IBHH | ISHARES TR | $503.07万 | 0.10% | 212,985 | 212,985 | — | $503.07万 | 新建仓 |
| TIP | ISHARES TR | $505.94万 | 0.10% | 45,421 | 17,821 | 64.6% | $198.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $507.97万 | 0.10% | 9,957 | -286 | -2.8% | -$14.59万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $510.29万 | 0.10% | 35,139 | -674 | -1.9% | -$9.79万 | 减仓 |
| IREN | IREN LIMITED | $517.31万 | 0.11% | 106,904 | 30,722 | 40.3% | $148.66万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $518.94万 | 0.11% | 95,375 | 70,325 | 280.7% | $382.64万 | 加仓 |