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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $3.95亿 | 8.10% | 904,369 | 755,720 | 508.4% | $3.30亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.83亿 | 3.75% | 279,303 | 13,040 | 4.9% | $852.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.24亿 | 2.54% | 1,616,123 | 1,229,641 | 318.2% | $9,419.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.15亿 | 2.35% | 565,843 | 17,476 | 3.2% | $353.89万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $8,578.16万 | 1.76% | 1,105,861 | 18,862 | 1.7% | $146.31万 | 加仓 |
| AAPL | APPLE INC | $8,235.01万 | 1.69% | 301,461 | 7,415 | 2.5% | $202.56万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $7,799.95万 | 1.60% | 2,066,758 | 20,007 | 1.0% | $75.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,384.34万 | 1.51% | 158,667 | 2,433 | 1.6% | $113.23万 | 加仓 |
| ET | ENERGY TRANSFER L P | $6,550.27万 | 1.34% | 3,434,858 | 51,209 | 1.5% | $97.66万 | 加仓 |
| IJH | ISHARES TR | $6,496.04万 | 1.33% | 894,279 | -18,342 | -2.0% | -$133.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,734.72万 | 1.18% | 132,466 | 9,771 | 8.0% | $423.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,558.10万 | 1.14% | 78,150 | 1,219 | 1.6% | $86.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,247.13万 | 1.08% | 681,445 | 13,845 | 2.1% | $106.61万 | 加仓 |
| VB | VANGUARD INDEX FDS | $5,195.22万 | 1.07% | 182,750 | 10,496 | 6.1% | $298.38万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $5,168.17万 | 1.06% | 12,275 | 11,981 | 4,075.2% | $5,044.38万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $5,145.36万 | 1.06% | 1,835,007 | 99,761 | 5.7% | $279.73万 | 加仓 |
| IVV | ISHARES TR | $4,798.50万 | 0.98% | 67,153 | 1,896 | 2.9% | $135.48万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $4,674.56万 | 0.96% | 1,276,156 | -80,411 | -5.9% | -$294.55万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,489.43万 | 0.92% | 127,824 | 11,659 | 10.0% | $409.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,279.00万 | 0.88% | 1,092,697 | 27,120 | 2.5% | $106.20万 | 加仓 |
| IWS | ISHARES TR | $3,969.91万 | 0.81% | 255,119 | -8,223 | -3.1% | -$127.96万 | 减仓 |
| AMZN | AMAZON COM INC | $3,935.59万 | 0.81% | 154,119 | 11,177 | 7.8% | $285.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,779.12万 | 0.78% | 897,015 | 34,144 | 4.0% | $143.85万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,433.91万 | 0.70% | 1,016,853 | 64,931 | 6.8% | $219.27万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,149.58万 | 0.65% | 45,141 | 37,419 | 484.6% | $2,610.80万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,026.77万 | 0.62% | 45,646 | 64 | 0.1% | $4.24万 | 加仓 |
| IGSB | ISHARES TR | $2,999.80万 | 0.62% | 569,762 | 51,100 | 9.9% | $269.04万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,974.08万 | 0.61% | 346,993 | 6,979 | 2.1% | $59.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,932.27万 | 0.60% | 93,677 | 6,445 | 7.4% | $201.74万 | 加仓 |
| BX | BLACKSTONE INC | $2,907.05万 | 0.60% | 224,085 | 2,969 | 1.3% | $38.52万 | 加仓 |
| GOOGL | ALPHABET INC | $2,846.36万 | 0.58% | 83,884 | 5,107 | 6.5% | $173.29万 | 加仓 |
| MPLX | MPLX LP | $2,710.74万 | 0.56% | 486,668 | 7,064 | 1.5% | $39.35万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,691.87万 | 0.55% | 41,090 | 1,078 | 2.7% | $70.62万 | 加仓 |
| GOOG | ALPHABET INC | $2,688.87万 | 0.55% | 79,616 | 3,461 | 4.5% | $116.89万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,686.17万 | 0.55% | 222,642 | 4,501 | 2.1% | $54.30万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,663.66万 | 0.55% | 969,307 | 2,955 | 0.3% | $8.12万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,648.41万 | 0.54% | 821,213 | 56,893 | 7.4% | $183.48万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,587.65万 | 0.53% | 633,761 | 41,305 | 7.0% | $168.65万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,572.23万 | 0.53% | 217,672 | -1,876 | -0.9% | -$22.17万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $2,557.15万 | 0.52% | 255,434 | 59,886 | 30.6% | $599.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,547.23万 | 0.52% | 125,560 | 5,862 | 4.9% | $118.92万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,342.64万 | 0.48% | 643,051 | -1,609 | -0.2% | -$5.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,313.17万 | 0.47% | 76,227 | -159 | -0.2% | -$4.82万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,248.31万 | 0.46% | 604,385 | 21,887 | 3.8% | $81.42万 | 加仓 |
| META | META PLATFORMS INC | $2,220.87万 | 0.46% | 32,915 | 1,082 | 3.4% | $73.01万 | 加仓 |
| OKE | ONEOK INC NEW | $2,180.09万 | 0.45% | 253,322 | -8,316 | -3.2% | -$71.57万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,136.98万 | 0.44% | 372,946 | 10,298 | 2.8% | $59.01万 | 加仓 |
| EMXC | ISHARES INC | $2,132.43万 | 0.44% | 237,729 | 1,202 | 0.5% | $10.78万 | 加仓 |
| IJR | ISHARES TR | $2,130.88万 | 0.44% | 157,122 | 4,201 | 2.7% | $56.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,128.13万 | 0.44% | 572,540 | 17,829 | 3.2% | $66.27万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $2,075.75万 | 0.43% | 409,458 | -95,631 | -18.9% | -$484.80万 | 减仓 |
| LLY | ELI LILLY & CO | $2,024.88万 | 0.42% | 21,974 | 570 | 2.7% | $52.52万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,985.73万 | 0.41% | 279,287 | -20,130 | -6.7% | -$143.12万 | 减仓 |
| BN | BROOKFIELD CORP | $1,886.12万 | 0.39% | 408,338 | -14,106 | -3.3% | -$65.16万 | 减仓 |
| AVGO | BROADCOM INC | $1,879.06万 | 0.39% | 44,459 | 18,170 | 69.1% | $767.95万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,828.00万 | 0.37% | 430,624 | 20,218 | 4.9% | $85.83万 | 加仓 |
| IWC | ISHARES TR | $1,803.53万 | 0.37% | 99,610 | 4,238 | 4.4% | $76.73万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,760.78万 | 0.36% | 553,531 | -58,992 | -9.6% | -$187.65万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,758.55万 | 0.36% | 210,052 | 10,037 | 5.0% | $84.03万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,751.47万 | 0.36% | 486,383 | -6,387 | -1.3% | -$23.00万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,726.55万 | 0.35% | 89,943 | 2,851 | 3.3% | $54.73万 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $1,682.94万 | 0.35% | 192,065 | 1,587 | 0.8% | $13.91万 | 加仓 |
| IGIB | ISHARES TR | $1,611.72万 | 0.33% | 300,750 | 58,258 | 24.0% | $312.20万 | 加仓 |
| ITOT | ISHARES TR | $1,506.07万 | 0.31% | 96,599 | 6,537 | 7.3% | $101.92万 | 加仓 |
| — | EA SERIES TRUST | $1,494.38万 | 0.31% | 333,381 | -10,021 | -2.9% | -$44.92万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,414.72万 | 0.29% | 535,880 | 54,788 | 11.4% | $144.64万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,395.96万 | 0.29% | 373,652 | -17,695 | -4.5% | -$66.11万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $1,352.28万 | 0.28% | 174,038 | 29,646 | 20.5% | $230.35万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,319.11万 | 0.27% | 264,935 | 137,406 | 107.7% | $684.15万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,306.63万 | 0.27% | 176,906 | 1,518 | 0.9% | $11.21万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,274.67万 | 0.26% | 98,727 | 2,318 | 2.4% | $29.93万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,274.19万 | 0.26% | 510,491 | 20,574 | 4.2% | $51.35万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,259.82万 | 0.26% | 383,506 | 24,586 | 6.8% | $80.77万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,244.11万 | 0.26% | 25,521 | 4,727 | 22.7% | $230.43万 | 加仓 |
| IWD | ISHARES TR | $1,217.69万 | 0.25% | 53,749 | 60 | 0.1% | $1.36万 | 加仓 |
| ABBV | ABBVIE INC | $1,174.57万 | 0.24% | 58,582 | 6,927 | 13.4% | $138.89万 | 加仓 |
| GEV | GE VERNOVA INC | $1,147.83万 | 0.24% | 10,180 | 894 | 9.6% | $100.80万 | 加仓 |
| MTUM | ISHARES TR | $1,130.88万 | 0.23% | 40,975 | -144 | -0.4% | -$3.97万 | 减仓 |
| V | VISA INC | $1,130.28万 | 0.23% | 36,310 | -339 | -0.9% | -$10.55万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $1,099.45万 | 0.23% | 575,626 | -15 | -0.0% | -$287 | 减仓 |
| SNTH | TIDAL TRUST III | $1,064.31万 | 0.22% | 372,401 | 128,949 | 53.0% | $368.53万 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $1,038.38万 | 0.21% | 140,664 | 17,848 | 14.5% | $131.75万 | 加仓 |
| TRGP | TARGA RES CORP | $1,025.38万 | 0.21% | 43,314 | -1,862 | -4.1% | -$44.08万 | 减仓 |
| IEF | ISHARES TR | $1,025.23万 | 0.21% | 107,332 | 5,213 | 5.1% | $49.79万 | 加仓 |
| AGG | ISHARES TR | $1,016.30万 | 0.21% | 102,028 | 7,265 | 7.7% | $72.37万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $1,015.22万 | 0.21% | 1,064,177 | 13,216 | 1.3% | $12.61万 | 加仓 |
| — | EXXON MOBIL CORP | $1,003.42万 | 0.21% | 67,118 | 1,967 | 3.0% | $29.41万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,001.04万 | 0.21% | 203,464 | 1,164 | 0.6% | $5.73万 | 加仓 |
| IWM | ISHARES TR | $980.20万 | 0.20% | 35,453 | -28 | -0.1% | -$7,741 | 减仓 |
| IEFA | ISHARES TR | $975.29万 | 0.20% | 102,403 | 1,731 | 1.7% | $16.49万 | 加仓 |
| ETR | ENTERGY CORP NEW | $972.60万 | 0.20% | 88,042 | -47 | -0.1% | -$5,192 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $957.28万 | 0.20% | 72,627 | 1,286 | 1.8% | $16.95万 | 加仓 |
| EFA | ISHARES TR | $924.59万 | 0.19% | 90,673 | 5,085 | 5.9% | $51.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $923.98万 | 0.19% | 9,206 | 1,448 | 18.7% | $145.33万 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $917.35万 | 0.19% | 438,083 | -10,857 | -2.4% | -$22.73万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $916.43万 | 0.19% | 108,248 | 5,290 | 5.1% | $44.79万 | 加仓 |
| KKR | KKR & CO INC | $913.91万 | 0.19% | 86,283 | 11,013 | 14.6% | $116.65万 | 加仓 |
| WMT | WALMART INC | $884.80万 | 0.18% | 68,072 | 1,355 | 2.0% | $17.61万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $870.00万 | 0.18% | 38,312 | -2,677 | -6.5% | -$60.79万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $855.69万 | 0.18% | 472,233 | 7,349 | 1.6% | $13.32万 | 加仓 |