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 |
|---|---|---|---|---|---|---|---|---|
| — | LIBERTY BROADBAND CORP | $29.21万 | 0.01% | 5,159 | 5,159 | — | $29.21万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $29.27万 | 0.01% | 13,780 | 2,253 | 19.5% | $4.79万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $29.27万 | 0.01% | 2,771 | 2,771 | — | $29.27万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $29.29万 | 0.01% | 23,794 | 428 | 1.8% | $5,269 | 加仓 |
| NRG | NRG ENERGY INC | $29.31万 | 0.01% | 1,959 | -94 | -4.6% | -$1.41万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $29.31万 | 0.01% | 6,607 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $29.35万 | 0.01% | 1,880 | 1,880 | — | $29.35万 | 新建仓 |
| HSY | HERSHEY CO | $29.44万 | 0.01% | 1,560 | 84 | 5.7% | $1.59万 | 加仓 |
| IONQ | IONQ INC | $29.51万 | 0.01% | 6,231 | 806 | 14.9% | $3.82万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $29.62万 | 0.01% | 1,888 | 77 | 4.3% | $1.21万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $29.63万 | 0.01% | 4,450 | -2,516 | -36.1% | -$16.75万 | 减仓 |
| PRCH | PORCH GROUP INC | $29.77万 | 0.01% | 36,978 | 36,978 | — | $29.77万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $29.78万 | 0.01% | 6,605 | 101 | 1.6% | $4,553 | 加仓 |
| VLY | VALLEY NATL BANCORP | $29.79万 | 0.01% | 22,484 | 22,484 | — | $29.79万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.81万 | 0.01% | 7,450 | -1,507 | -16.8% | -$6.03万 | 减仓 |
| ESTC | ELASTIC N V | $29.83万 | 0.01% | 6,060 | -7,499 | -55.3% | -$36.92万 | 减仓 |
| IYH | ISHARES TR | $29.90万 | 0.01% | 4,846 | 11 | 0.2% | $679 | 加仓 |
| FMC | FMC CORP | $29.93万 | 0.01% | 20,372 | 8,044 | 65.2% | $11.82万 | 加仓 |
| TTD | THE TRADE DESK INC | $29.94万 | 0.01% | 12,707 | 1,498 | 13.4% | $3.53万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $29.96万 | 0.01% | 573 | 171 | 42.5% | $8.94万 | 加仓 |
| TDW | TIDEWATER INC NEW | $30.07万 | 0.01% | 3,511 | 3,511 | — | $30.07万 | 新建仓 |
| POOL | POOL CORP | $30.14万 | 0.01% | 1,287 | 568 | 79.0% | $13.30万 | 重新持有 |
| ACGL | ARCH CAP GROUP LTD | $30.28万 | 0.01% | 3,129 | 76 | 2.5% | $7,355 | 加仓 |
| HL | HECLA MINING COMPANY 看涨期权 | $30.34万 | 0.01% | 16,000 | 16,000 | — | $30.34万 | 新建仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $30.35万 | 0.01% | 3,481 | 35 | 1.0% | $3,052 | 加仓 |
| KEY | KEYCORP | $30.36万 | 0.01% | 13,775 | 164 | 1.2% | $3,615 | 加仓 |
| TECH | BIO-TECHNE CORP | $30.48万 | 0.01% | 5,203 | -2,443 | -32.0% | -$14.31万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $30.53万 | 0.01% | 7,557 | 7,557 | — | $30.53万 | 新建仓 |
| ASST | STRIVE INC | $30.53万 | 0.01% | 18,328 | 18,328 | — | $30.53万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $30.65万 | 0.01% | 4,319 | -50 | -1.1% | -$3,548 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $30.76万 | 0.01% | 2,586 | 4 | 0.2% | $476 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $30.78万 | 0.01% | 2,179 | 484 | 28.6% | $6.84万 | 加仓 |
| LEA | LEAR CORP | $30.93万 | 0.01% | 2,415 | 2,415 | — | $30.93万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $30.98万 | 0.01% | 927 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $31.01万 | 0.01% | 6,392 | 6,392 | — | $31.01万 | 新建仓 |
| IYC | ISHARES TR | $31.13万 | 0.01% | 3,001 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $31.15万 | 0.01% | 30,595 | -9,602 | -23.9% | -$9.77万 | 减仓 |
| IAT | ISHARES TR | $31.15万 | 0.01% | 5,337 | 26 | 0.5% | $1,517 | 加仓 |
| ATI | ATI INC | $31.18万 | 0.01% | 2,034 | 2,034 | — | $31.18万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $31.19万 | 0.01% | 13,887 | 31 | 0.2% | $696 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $31.30万 | 0.01% | 10,794 | 1,394 | 14.8% | $4.04万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $31.31万 | 0.01% | 29,456 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $31.45万 | 0.01% | 6,100 | 137 | 2.3% | $7,064 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $31.49万 | 0.01% | 2,308 | -19 | -0.8% | -$2,592 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $31.53万 | 0.01% | 7,418 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $31.61万 | 0.01% | 3,240 | -68 | -2.1% | -$6,634 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $31.67万 | 0.01% | 3,159 | -515 | -14.0% | -$5.16万 | 减仓 |
| — | LEGGETT & PLATT INC | $31.67万 | 0.01% | 27,780 | 2,070 | 8.1% | $2.36万 | 加仓 |
| SEIC | SEI INVTS CO | $31.71万 | 0.01% | 3,740 | 3,740 | — | $31.71万 | 新建仓 |
| GLOB | GLOBANT S A | $31.77万 | 0.01% | 6,657 | 2,413 | 56.9% | $11.52万 | 加仓 |
| AVT | AVNET INC | $31.88万 | 0.01% | 4,216 | 100 | 2.4% | $7,562 | 重新持有 |
| VLTO | VERALTO CORP | $32.09万 | 0.01% | 3,605 | -826 | -18.6% | -$7.35万 | 减仓 |
| — | MASIMO CORP | $32.17万 | 0.01% | 1,802 | 6 | 0.3% | $1,071 | 加仓 |
| RBA | RB GLOBAL INC | $32.21万 | 0.01% | 3,138 | 355 | 12.8% | $3.64万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $32.31万 | 0.01% | 27,473 | -918 | -3.2% | -$1.08万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $32.37万 | 0.01% | 2,485 | 313 | 14.4% | $4.08万 | 加仓 |
| HEFA | ISHARES TR | $32.46万 | 0.01% | 7,346 | 68 | 0.9% | $3,005 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $32.62万 | 0.01% | 6,417 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $32.62万 | 0.01% | 5,747 | -670 | -10.4% | -$3.80万 | 减仓 |
| RGLD | ROYAL GOLD INC | $32.63万 | 0.01% | 1,297 | 462 | 55.3% | $11.62万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $32.86万 | 0.01% | 1,802 | 459 | 34.2% | $8.37万 | 加仓 |
| W | WAYFAIR INC | $32.89万 | 0.01% | 4,080 | -1,426 | -25.9% | -$11.50万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $32.92万 | 0.01% | 6,624 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $32.96万 | 0.01% | 4,799 | -528 | -9.9% | -$3.63万 | 减仓 |
| ENTG | ENTEGRIS INC | $32.99万 | 0.01% | 2,230 | 2,230 | — | $32.99万 | 新建仓 |
| TRMB | TRIMBLE INC | $33.07万 | 0.01% | 4,787 | -1,200 | -20.0% | -$8.29万 | 减仓 |
| RWR | SPDR SERIES TRUST | $33.07万 | 0.01% | 3,090 | 18 | 0.6% | $1,927 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $33.13万 | 0.01% | 3,546 | 33 | 0.9% | $3,083 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $33.28万 | 0.01% | 3,355 | 3,355 | — | $33.28万 | 新建仓 |
| IYG | ISHARES TR | $33.31万 | 0.01% | 3,786 | 255 | 7.2% | $2.24万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $33.44万 | 0.01% | 548 | 13 | 2.4% | $7,932 | 加仓 |
| ONTO | ONTO INNOVATION INC | $33.54万 | 0.01% | 1,128 | -249 | -18.1% | -$7.40万 | 减仓 |
| ILCV | ISHARES TR | $33.69万 | 0.01% | 3,451 | -213 | -5.8% | -$2.08万 | 减仓 |
| EPAM | EPAM SYS INC | $33.75万 | 0.01% | 2,614 | -479 | -15.5% | -$6.18万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $33.85万 | 0.01% | 922 | 127 | 16.0% | $4.66万 | 加仓 |
| WHR | WHIRLPOOL CORP | $33.87万 | 0.01% | 6,087 | 2,208 | 56.9% | $12.29万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $33.88万 | 0.01% | 7,538 | -175 | -2.3% | -$7,865 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $33.95万 | 0.01% | 3,496 | 78 | 2.3% | $7,575 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $34.31万 | 0.01% | 16,480 | 8,305 | 101.6% | $17.29万 | 重新持有 |
| TRP | TC ENERGY CORP | $34.33万 | 0.01% | 5,716 | -300 | -5.0% | -$1.80万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $34.44万 | 0.01% | 4,812 | -1,440 | -23.0% | -$10.31万 | 减仓 |
| UI | UBIQUITI INC | $34.46万 | 0.01% | 343 | 343 | — | $34.46万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $34.48万 | 0.01% | 5,861 | 96 | 1.7% | $5,647 | 加仓 |
| — | COTERRA ENERGY INC | $34.48万 | 0.01% | 10,471 | -86 | -0.8% | -$2,832 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $34.49万 | 0.01% | 6,759 | 6,759 | — | $34.49万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $34.53万 | 0.01% | 1,146 | 178 | 18.4% | $5.36万 | 加仓 |
| DBD | DIEBOLD NIXDORF INC | $34.62万 | 0.01% | 4,112 | 224 | 5.8% | $1.89万 | 加仓 |
| COR | CENCORA INC | $34.69万 | 0.01% | 1,125 | -97 | -7.9% | -$2.99万 | 减仓 |
| ARKK | ARK ETF TR | $34.77万 | 0.01% | 4,385 | -977 | -18.2% | -$7.75万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $34.79万 | 0.01% | 1,945 | 6 | 0.3% | $1,073 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $34.80万 | 0.01% | 8,429 | -3,220 | -27.6% | -$13.29万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $34.83万 | 0.01% | 8,598 | -439 | -4.9% | -$1.78万 | 减仓 |
| LFUS | LITTELFUSE INC | $34.84万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $34.98万 | 0.01% | 4,665 | 1,550 | 49.8% | $11.62万 | 重新持有 |
| IDV | ISHARES TR | $34.98万 | 0.01% | 7,991 | -309 | -3.7% | -$1.35万 | 减仓 |
| SHC | SOTERA HEALTH CO | $34.99万 | 0.01% | 22,384 | 3,817 | 20.6% | $5.97万 | 加仓 |
| COHR | COHERENT CORP | $35.01万 | 0.01% | 999 | -97 | -8.9% | -$3.40万 | 减仓 |
| MOS | MOSAIC CO | $35.14万 | 0.01% | 14,331 | 14,331 | — | $35.14万 | 新建仓 |
| SHEL | SHELL PLC | $35.15万 | 0.01% | 3,928 | 171 | 4.6% | $1.53万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $35.25万 | 0.01% | 8,698 | -212 | -2.4% | -$8,592 | 减仓 |