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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION 看跌期权 | $240.07万 | 0.05% | 11,500 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $240.81万 | 0.05% | 57,282 | 4,828 | 9.2% | $20.30万 | 加仓 |
| IQLT | ISHARES TR | $242.09万 | 0.05% | 49,115 | 598 | 1.2% | $2.95万 | 加仓 |
| PFE | PFIZER INC | $242.14万 | 0.05% | 96,817 | 3,544 | 3.8% | $8.86万 | 加仓 |
| ROST | ROSS STORES INC | $242.14万 | 0.05% | 10,420 | 3,538 | 51.4% | $82.22万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $243.53万 | 0.05% | 30,248 | 1,071 | 3.7% | $8.62万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $244.03万 | 0.05% | 49,290 | -23,651 | -32.4% | -$117.10万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $245.26万 | 0.05% | 97,559 | 79,485 | 439.8% | $199.82万 | 加仓 |
| PAYX | PAYCHEX INC | $245.52万 | 0.05% | 22,187 | 4,847 | 28.0% | $53.64万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $247.19万 | 0.05% | 67,445 | 4,181 | 6.6% | $15.32万 | 加仓 |
| DLN | WISDOMTREE TR | $248.06万 | 0.05% | 25,369 | 61 | 0.2% | $5,965 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $249.12万 | 0.05% | 42,879 | 2,542 | 6.3% | $14.77万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $250.07万 | 0.05% | 18,838 | 10,334 | 121.5% | $137.18万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $250.47万 | 0.05% | 76,829 | -56 | -0.1% | -$1,826 | 减仓 |
| SNOW | SNOWFLAKE INC | $253.54万 | 0.05% | 9,563 | 2,861 | 42.7% | $75.85万 | 加仓 |
| EIX | EDISON INTL | $254.27万 | 0.05% | 31,927 | -249 | -0.8% | -$1.98万 | 减仓 |
| QCOM | QUALCOMM INC | $254.66万 | 0.05% | 14,883 | -326 | -2.1% | -$5.58万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $255.08万 | 0.05% | 17,802 | 4,463 | 33.5% | $63.95万 | 加仓 |
| DHR | DANAHER CORP DEL | $256.14万 | 0.05% | 13,306 | -1,658 | -11.1% | -$31.92万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $256.98万 | 0.05% | 4,272 | 2,580 | 152.5% | $155.20万 | 加仓 |
| AMGN | AMGEN INC | $257.14万 | 0.05% | 6,922 | 363 | 5.5% | $13.49万 | 加仓 |
| AON | AON PLC | $257.33万 | 0.05% | 7,233 | 3,813 | 111.5% | $135.66万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $258.13万 | 0.05% | 56,471 | -1,101 | -1.9% | -$5.03万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $260.14万 | 0.05% | 14,611 | 6,489 | 79.9% | $115.53万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $261.25万 | 0.05% | 47,311 | -212 | -0.4% | -$1.17万 | 减仓 |
| CVS | CVS HEALTH CORP | $263.08万 | 0.05% | 24,612 | -72 | -0.3% | -$7,696 | 减仓 |
| AMT | AMERICAN TOWER CORP | $271.18万 | 0.05% | 16,470 | -1,353 | -7.6% | -$22.28万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $282.73万 | 0.06% | 59,260 | 54,373 | 1,112.6% | $259.41万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $283.71万 | 0.06% | 18,386 | 1,487 | 8.8% | $22.95万 | 加仓 |
| ES | EVERSOURCE ENERGY | $289.33万 | 0.06% | 38,773 | 20,222 | 109.0% | $150.90万 | 加仓 |
| MS | MORGAN STANLEY | $289.62万 | 0.06% | 13,460 | 1,546 | 13.0% | $33.27万 | 加仓 |
| SBUX | STARBUCKS CORP | $291.65万 | 0.06% | 28,258 | 955 | 3.5% | $9.86万 | 加仓 |
| MCO | MOODYS CORP | $291.66万 | 0.06% | 6,176 | 1,073 | 21.0% | $50.67万 | 加仓 |
| WM | WASTE MGMT INC DEL | $292.82万 | 0.06% | 12,341 | -319 | -2.5% | -$7.57万 | 减仓 |
| VRSN | VERISIGN INC | $293.63万 | 0.06% | 11,225 | 5,108 | 83.5% | $133.62万 | 加仓 |
| CB | CHUBB LIMITED | $294.36万 | 0.06% | 8,333 | 1,924 | 30.0% | $67.97万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $300.63万 | 0.06% | 21,669 | -1,859 | -7.9% | -$25.79万 | 减仓 |
| TER | TERADYNE INC | $301.08万 | 0.06% | 8,056 | -88 | -1.1% | -$3.29万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $301.24万 | 0.06% | 12,085 | 2,266 | 23.1% | $56.48万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $302.08万 | 0.06% | 16,118 | 333 | 2.1% | $6.24万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $304.80万 | 0.06% | 102,696 | 2 | 0.0% | $59 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $305.81万 | 0.06% | 10,058 | 1,409 | 16.3% | $42.84万 | 加仓 |
| STIP | ISHARES TR | $307.51万 | 0.06% | 30,383 | 644 | 2.2% | $6.52万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $308.05万 | 0.06% | 80,241 | 85 | 0.1% | $3,263 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $308.19万 | 0.06% | 25,235 | -865 | -3.3% | -$10.56万 | 减仓 |
| DSI | ISHARES TR | $310.28万 | 0.06% | 22,509 | 33 | 0.1% | $4,549 | 加仓 |
| PCG | PG&E CORP | $310.92万 | 0.06% | 177,262 | 17,488 | 10.9% | $30.67万 | 加仓 |
| GLD | SPDR GOLD TR | $311.47万 | 0.06% | 8,384 | -311 | -3.6% | -$11.55万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $311.90万 | 0.06% | 7,505 | 389 | 5.5% | $16.17万 | 加仓 |
| — | WISDOMTREE TR | $312.55万 | 0.06% | 100,147 | 1,384 | 1.4% | $4.32万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $313.99万 | 0.06% | 7,413 | 1,932 | 35.2% | $81.83万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $314.12万 | 0.06% | 16,436 | 1,362 | 9.0% | $26.03万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $314.35万 | 0.06% | 64,416 | 8,014 | 14.2% | $39.11万 | 加仓 |
| FTNT | FORTINET INC | $317.80万 | 0.06% | 20,971 | 9,420 | 81.6% | $142.75万 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP | $318.54万 | 0.06% | 236,304 | -10,951 | -4.4% | -$14.76万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $320.89万 | 0.06% | 64,735 | -5,295 | -7.6% | -$26.25万 | 减仓 |
| BA | BOEING CO | $322.85万 | 0.06% | 15,430 | 2,396 | 18.4% | $50.13万 | 加仓 |
| PEP | PEPSICO INC | $324.14万 | 0.06% | 24,019 | -5,422 | -18.4% | -$73.17万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $328.38万 | 0.07% | 38,029 | -309 | -0.8% | -$2.67万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $330.60万 | 0.07% | 18,024 | 13,491 | 297.6% | $247.46万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $334.63万 | 0.07% | 8,765 | 1,741 | 24.8% | $66.47万 | 加仓 |
| CMI | CUMMINS INC | $339.13万 | 0.07% | 5,099 | 1,182 | 30.2% | $78.61万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $340.71万 | 0.07% | 11,562 | 4 | 0.0% | $1,179 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $342.54万 | 0.07% | 16,164 | 65 | 0.4% | $1.38万 | 加仓 |
| MUB | ISHARES TR | $355.18万 | 0.07% | 33,743 | 3,737 | 12.5% | $39.34万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $356.61万 | 0.07% | 463,127 | -25,187 | -5.2% | -$19.39万 | 减仓 |
| INTU | INTUIT | $360.26万 | 0.07% | 12,797 | 1,498 | 13.3% | $42.17万 | 加仓 |
| DVY | ISHARES TR | $364.55万 | 0.07% | 22,660 | 664 | 3.0% | $10.68万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $365.62万 | 0.07% | 34,046 | -25 | -0.1% | -$2,685 | 减仓 |
| ENB | ENBRIDGE INC | $365.67万 | 0.07% | 64,835 | -5,473 | -7.8% | -$30.87万 | 减仓 |
| KO | COCA COLA CO | $369.03万 | 0.07% | 45,464 | 1,232 | 2.8% | $10.00万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $371.77万 | 0.07% | 60,440 | -3,706 | -5.8% | -$22.80万 | 减仓 |
| CAT | CATERPILLAR INC | $379.06万 | 0.08% | 4,237 | 784 | 22.7% | $70.14万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $379.83万 | 0.08% | 37,381 | 3,122 | 9.1% | $31.72万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $379.99万 | 0.08% | 4,160 | 1,483 | 55.4% | $135.46万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $380.64万 | 0.08% | 62,003 | 744 | 1.2% | $4.57万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $383.14万 | 0.08% | 65,968 | 315 | 0.5% | $1.83万 | 加仓 |
| QUAL | ISHARES TR | $384.55万 | 0.08% | 17,803 | -747 | -4.0% | -$16.14万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $385.03万 | 0.08% | 31,209 | 9,493 | 43.7% | $117.12万 | 加仓 |
| PWR | QUANTA SVCS INC | $389.09万 | 0.08% | 5,951 | -29 | -0.5% | -$1.90万 | 减仓 |
| EEM | ISHARES TR | $390.98万 | 0.08% | 60,524 | 669 | 1.1% | $4.32万 | 加仓 |
| ISCV | ISHARES TR | $391.00万 | 0.08% | 49,964 | -420 | -0.8% | -$3.29万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $391.63万 | 0.08% | 13,534 | 1,872 | 16.1% | $54.17万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $393.21万 | 0.08% | 84,635 | 1,384 | 1.7% | $6.43万 | 加仓 |
| IXUS | ISHARES TR | $394.58万 | 0.08% | 42,260 | 1,218 | 3.0% | $11.37万 | 加仓 |
| AMLP | ALPS ETF TR | $396.80万 | 0.08% | 72,238 | 3,794 | 5.5% | $20.84万 | 加仓 |
| RKLB | ROCKET LAB CORP | $400.98万 | 0.08% | 57,291 | -9,124 | -13.7% | -$63.86万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $403.10万 | 0.08% | 195,870 | 174,981 | 837.7% | $360.11万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $405.02万 | 0.08% | 99,932 | 5,320 | 5.6% | $21.56万 | 加仓 |
| SDY | SPDR SERIES TRUST | $405.77万 | 0.08% | 26,363 | 3 | 0.0% | $462 | 加仓 |
| FIX | COMFORT SYS USA INC | $409.68万 | 0.08% | 2,237 | 30 | 1.4% | $5.49万 | 加仓 |
| BAC | BANK OF AMER CORP | $410.23万 | 0.08% | 66,944 | 8,450 | 14.4% | $51.78万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $412.40万 | 0.08% | 23,351 | -1,126 | -4.6% | -$19.89万 | 减仓 |
| PSX | PHILLIPS 66 | $412.92万 | 0.08% | 19,950 | 4,745 | 31.2% | $98.21万 | 加仓 |
| RTX | RTX CORPORATION | $417.47万 | 0.08% | 19,959 | 5,616 | 39.2% | $117.47万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $425.17万 | 0.09% | 86,242 | -1,214 | -1.4% | -$5.98万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $431.63万 | 0.09% | 39,895 | 261 | 0.7% | $2.82万 | 加仓 |
| IBDW | ISHARES TR | $433.86万 | 0.09% | 210,919 | 2,475 | 1.2% | $5.09万 | 加仓 |
| IBDV | ISHARES TR | $434.12万 | 0.09% | 201,353 | 2,137 | 1.1% | $4.61万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $434.21万 | 0.09% | 35,802 | 4,566 | 14.6% | $55.38万 | 加仓 |