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 |
|---|---|---|---|---|---|---|---|---|
| KR | KROGER CO | $35.34万 | 0.01% | 5,192 | 105 | 2.1% | $7,148 | 加仓 |
| ALAB | ASTERA LABS INC | $35.44万 | 0.01% | 1,826 | -349 | -16.0% | -$6.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $35.56万 | 0.01% | 500 | 500 | — | $35.56万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $35.62万 | 0.01% | 28,245 | 530 | 1.9% | $6,683 | 加仓 |
| RSG | REPUBLIC SVCS INC | $35.67万 | 0.01% | 1,737 | 675 | 63.6% | $13.86万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $35.68万 | 0.01% | 14,265 | -5,701 | -28.6% | -$14.26万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $35.71万 | 0.01% | 2,586 | 231 | 9.8% | $3.19万 | 加仓 |
| DASH | DOORDASH INC | $35.83万 | 0.01% | 1,966 | -561 | -22.2% | -$10.23万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $35.86万 | 0.01% | 2,232 | 1,065 | 91.3% | $17.11万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $36.01万 | 0.01% | 1,832 | 1,832 | — | $36.01万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $36.04万 | 0.01% | 41,187 | -2,400 | -5.5% | -$2.10万 | 减仓 |
| D | DOMINION ENERGY INC | $36.06万 | 0.01% | 5,916 | 761 | 14.8% | $4.64万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $36.36万 | 0.01% | 7,255 | 345 | 5.0% | $1.73万 | 加仓 |
| VSAT | VIASAT INC | $36.37万 | 0.01% | 5,766 | 5,766 | — | $36.37万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $36.45万 | 0.01% | 19,909 | 9,480 | 90.9% | $17.36万 | 加仓 |
| WPC | WP CAREY INC | $36.49万 | 0.01% | 5,008 | 512 | 11.4% | $3.73万 | 加仓 |
| SR | SPIRE INC | $36.67万 | 0.01% | 4,125 | 443 | 12.0% | $3.94万 | 加仓 |
| ALLE | ALLEGION PLC | $36.68万 | 0.01% | 2,531 | 345 | 15.8% | $5.00万 | 加仓 |
| AOK | ISHARES TR | $36.75万 | 0.01% | 8,969 | 43 | 0.5% | $1,762 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $36.94万 | 0.01% | 4,738 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $36.95万 | 0.01% | 1,822 | 532 | 41.2% | $10.79万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $37.01万 | 0.01% | 5,701 | 5 | 0.1% | $325 | 加仓 |
| PTC | PTC INC | $37.10万 | 0.01% | 2,639 | 686 | 35.1% | $9.65万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $37.18万 | 0.01% | 26,034 | 16,678 | 178.3% | $23.82万 | 加仓 |
| ZS | ZSCALER INC | $37.25万 | 0.01% | 2,611 | 1,431 | 121.3% | $20.41万 | 加仓 |
| ARTY | ISHARES TR | $37.31万 | 0.01% | 6,088 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $37.38万 | 0.01% | 1,672 | -781 | -31.8% | -$17.46万 | 减仓 |
| F | FORD MTR CO | $37.59万 | 0.01% | 29,765 | 2,701 | 10.0% | $3.41万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $37.62万 | 0.01% | 13,765 | 4,950 | 56.2% | $13.53万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $37.66万 | 0.01% | 11,374 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $37.70万 | 0.01% | 7,351 | 338 | 4.8% | $1.73万 | 加仓 |
| POST | POST HLDGS INC | $37.72万 | 0.01% | 3,619 | 3,619 | — | $37.72万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $37.80万 | 0.01% | 5,212 | 467 | 9.8% | $3.39万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $38.01万 | 0.01% | 13,579 | 13,579 | — | $38.01万 | 新建仓 |
| WULF | TERAWULF INC | $38.04万 | 0.01% | 18,512 | 527 | 2.9% | $1.08万 | 重新持有 |
| IEV | ISHARES TR | $38.08万 | 0.01% | 5,320 | 681 | 14.7% | $4.87万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $38.18万 | 0.01% | 8,076 | 83 | 1.0% | $3,923 | 加仓 |
| BDX | BECTON DICKINSON & CO | $38.20万 | 0.01% | 2,454 | -804 | -24.7% | -$12.52万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.21万 | 0.01% | 9,123 | -2 | -0.0% | -$84 | 减仓 |
| L | LOEWS CORP | $38.22万 | 0.01% | 3,454 | 604 | 21.2% | $6.68万 | 加仓 |
| HEI | HEICO CORP NEW | $38.62万 | 0.01% | 1,438 | -406 | -22.0% | -$10.90万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $38.68万 | 0.01% | 5,472 | 5,472 | — | $38.68万 | 新建仓 |
| EQTY | VALUED ADVISERS TR | $38.86万 | 0.01% | 14,156 | 14,156 | — | $38.86万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $38.91万 | 0.01% | 28,888 | 947 | 3.4% | $1.28万 | 加仓 |
| PLD | PROLOGIS INC. | $38.92万 | 0.01% | 2,752 | -336 | -10.9% | -$4.75万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $38.96万 | 0.01% | 4,971 | 4,971 | — | $38.96万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $39.28万 | 0.01% | 9,199 | 436 | 5.0% | $1.86万 | 加仓 |
| EES | WISDOMTREE TR | $39.43万 | 0.01% | 6,271 | 9 | 0.1% | $566 | 加仓 |
| WELL | WELLTOWER INC | $39.52万 | 0.01% | 1,979 | 202 | 11.4% | $4.03万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $39.55万 | 0.01% | 4,473 | -721 | -13.9% | -$6.38万 | 减仓 |
| VHT | VANGUARD WORLD FD | $39.65万 | 0.01% | 1,447 | 307 | 26.9% | $8.41万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $39.75万 | 0.01% | 2,688 | 1,282 | 91.2% | $18.96万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $39.95万 | 0.01% | 7,710 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $40.03万 | 0.01% | 11,470 | -918 | -7.4% | -$3.20万 | 减仓 |
| — | GATES INDL CORP PLC | $40.04万 | 0.01% | 15,682 | 2,334 | 17.5% | $5.96万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $40.05万 | 0.01% | 2,167 | -412 | -16.0% | -$7.61万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $40.22万 | 0.01% | 11,276 | 4,002 | 55.0% | $14.28万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $40.23万 | 0.01% | 7,638 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $40.23万 | 0.01% | 3,548 | 634 | 21.8% | $7.19万 | 加仓 |
| XYZ | BLOCK INC | $40.56万 | 0.01% | 5,595 | 2,088 | 59.5% | $15.14万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $40.58万 | 0.01% | 1,210 | 400 | 49.4% | $13.41万 | 加仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $40.58万 | 0.01% | 27,736 | -1,291 | -4.4% | -$1.89万 | 减仓 |
| TDC | TERADATA CORP DEL | $40.73万 | 0.01% | 14,820 | 14,820 | — | $40.73万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $40.80万 | 0.01% | 17,186 | -1,637 | -8.7% | -$3.89万 | 重新持有 |
| FERG | FERGUSON ENTERPRISES INC | $40.88万 | 0.01% | 1,560 | -40 | -2.5% | -$1.05万 | 减仓 |
| — | GRANITESHARES ETF TR | $41.09万 | 0.01% | 34,387 | 926 | 2.8% | $1.11万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $41.11万 | 0.01% | 777 | -184 | -19.1% | -$9.74万 | 减仓 |
| BPOP | POPULAR INC | $41.17万 | 0.01% | 2,776 | 630 | 29.4% | $9.34万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $41.18万 | 0.01% | 7,346 | 1,277 | 21.0% | $7.16万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $41.32万 | 0.01% | 6,216 | 1,696 | 37.5% | $11.28万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $41.37万 | 0.01% | 21,852 | -1,160 | -5.0% | -$2.20万 | 减仓 |
| URI | UNITED RENTALS INC | $41.52万 | 0.01% | 517 | -227 | -30.5% | -$18.23万 | 减仓 |
| DXCM | DEXCOM INC | $41.62万 | 0.01% | 6,564 | 137 | 2.1% | $8,687 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $41.70万 | 0.01% | 5,079 | 244 | 5.0% | $2.00万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $41.72万 | 0.01% | 77,266 | 45,427 | 142.7% | $24.53万 | 加仓 |
| DINO | HF SINCLAIR CORP | $41.74万 | 0.01% | 7,019 | 562 | 8.7% | $3.34万 | 加仓 |
| PKG | PACKAGING CORP AMER | $41.75万 | 0.01% | 2,034 | 125 | 6.5% | $2.57万 | 加仓 |
| TREX | TREX INC | $41.82万 | 0.01% | 9,984 | 821 | 9.0% | $3.44万 | 加仓 |
| AN | AUTONATION INC | $41.96万 | 0.01% | 2,063 | 180 | 9.6% | $3.66万 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $41.99万 | 0.01% | 51,842 | -5,951 | -10.3% | -$4.82万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $42.09万 | 0.01% | 2,201 | -707 | -24.3% | -$13.52万 | 减仓 |
| TRU | TRANSUNION | $42.15万 | 0.01% | 5,696 | -763 | -11.8% | -$5.65万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $42.29万 | 0.01% | 5,587 | 5,587 | — | $42.29万 | 新建仓 |
| XYLD | GLOBAL X FDS | $42.31万 | 0.01% | 10,586 | 4 | 0.0% | $160 | 加仓 |
| NUSC | NUSHARES ETF TR | $42.47万 | 0.01% | 8,681 | -863 | -9.0% | -$4.22万 | 减仓 |
| SHY | ISHARES TR | $42.49万 | 0.01% | 5,149 | 5,149 | — | $42.49万 | 新建仓 |
| ETSY | ETSY INC | $42.52万 | 0.01% | 6,437 | -2,990 | -31.7% | -$19.75万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $43.08万 | 0.01% | 3,013 | 1,421 | 89.3% | $20.32万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $43.22万 | 0.01% | 15,403 | 1,410 | 10.1% | $3.96万 | 重新持有 |
| PMAR | INNOVATOR ETFS TRUST | $43.27万 | 0.01% | 9,279 | -2,853 | -23.5% | -$13.30万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $43.40万 | 0.01% | 20,889 | 20,889 | — | $43.40万 | 新建仓 |
| AZO | AUTOZONE INC | $43.44万 | 0.01% | 121 | 12 | 11.0% | $4.31万 | 加仓 |
| XJH | ISHARES TR | $43.65万 | 0.01% | 8,905 | 241 | 2.8% | $1.18万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $43.82万 | 0.01% | 16,363 | 5,637 | 52.6% | $15.10万 | 加仓 |
| QQQI | NEOS ETF TRUST | $43.93万 | 0.01% | 8,200 | 1,400 | 20.6% | $7.50万 | 加仓 |
| DVA | DAVITA INC | $43.99万 | 0.01% | 2,886 | 857 | 42.2% | $13.06万 | 重新持有 |
| EG | EVEREST GROUP LTD | $44.10万 | 0.01% | 1,278 | 473 | 58.8% | $16.32万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $44.12万 | 0.01% | 21,714 | 21,714 | — | $44.12万 | 新建仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $44.13万 | 0.01% | 6,128 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $44.72万 | 0.01% | 6,265 | 31 | 0.5% | $2,213 | 加仓 |