13F 机构持仓

Chicago Partners Investment Group LLC

CHICAGO IL · SEC CIK 0001563525

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$50.01亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 8.1%
VOO 3.7%
VO 2.5%
NVDA 2.3%
DFUS 1.8%
AAPL 1.7%
EPD 1.6%
BRK/B 1.5%
ET 1.3%
IJH 1.3%

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
IWO ISHARES TR $49.07万0.01%1,369 856.6% $3.05万 加仓
CIFR CIPHER DIGITAL INC $48.73万0.01%25,068 25,068— $48.73万 新建仓
TKR TIMKEN CO $48.65万0.01%4,555 99628.0% $10.64万 加仓
AYI ACUITY INC $48.62万0.01%1,665 70974.2% $20.70万 加仓
XLI SELECT SECTOR SPDR TR $48.52万0.01%2,837 -19-0.7% -$3,250 减仓
TEL TE CONNECTIVITY PLC $48.50万0.01%2,194 602.8% $1.33万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $48.46万0.01%2,203 2,203— $48.46万 新建仓
— INNOVATOR ETFS TRUST $48.44万0.01%14,557 -2,221-13.2% -$7.39万 减仓
PSA PUBLIC STORAGE OPER CO $48.42万0.01%1,588 28221.6% $8.60万 加仓
TFC TRUIST FINL CORP $48.33万0.01%9,485 1,09013.0% $5.55万 加仓
ADT ADT INC DEL $48.32万0.01%66,288 -1,665-2.5% -$1.21万 减仓
UEC URANIUM ENERGY CORP $48.21万0.01%31,824 13,57174.3% $20.56万 加仓
IYE ISHARES TR $47.96万0.01%8,000 1,99933.3% $11.98万 加仓
EXPD EXPEDITORS INTL WASH INC $47.79万0.01%3,219 60323.1% $8.95万 加仓
MLPA GLOBAL X FDS $47.72万0.01%8,971 1,67122.9% $8.89万 加仓
DLR DIGITAL RLTY TR INC $47.54万0.01%2,367 73244.8% $14.70万 加仓
PDI PIMCO DYNAMIC INCOME FD $47.50万0.01%27,237 6,82633.4% $11.90万 加仓
RJF RAYMOND JAMES FINL INC $47.49万0.01%3,073 1,539100.3% $23.78万 加仓
MLRG ISHARES TR $47.48万0.01%4,823 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $47.43万0.01%1,598 45740.1% $13.56万 加仓
AIG AMERICAN INTL GROUP INC $47.43万0.01%6,238 2,91087.4% $22.12万 加仓
NVS NOVARTIS AG $47.42万0.01%3,219 31911.0% $4.70万 加仓
WST WEST PHARMACEUTICAL SVSC INC $47.42万0.01%1,728 79084.2% $21.68万 加仓
FHN FIRST HORIZON CORPORATION $47.37万0.01%19,271 9,654100.4% $23.73万 加仓
VFH VANGUARD WORLD FD $47.32万0.01%3,685 50.1% $642 加仓
OMC OMNICOM GROUP INC $47.13万0.01%6,034 -609-9.2% -$4.76万 减仓
PFEB INNOVATOR ETFS TRUST $47.06万0.01%11,216 -615-5.2% -$2.58万 减仓
— PACER FDS TR $46.89万0.01%13,689 -3,057-18.3% -$10.47万 减仓
VMC VULCAN MATLS CO $46.82万0.01%1,614 875.7% $2.52万 加仓
CLX CLOROX CO DEL $46.80万0.01%4,832 1,76857.7% $17.12万 加仓
CAH CARDINAL HEALTH INC $46.77万0.01%2,332 1,09187.9% $21.88万 加仓
— PROSHARES TR $46.71万0.01%4,234 -1,204-22.1% -$13.28万 减仓
VZLA VIZSLA SILVER CORP $46.71万0.01%135,000 135,000— $46.71万 新建仓
OSK OSHKOSH CORP $46.63万0.01%3,142 57922.6% $8.59万 加仓
DOV DOVER CORP $46.29万0.01%2,141 1477.4% $3.18万 加仓
VEEV VEEVA SYS INC $46.07万0.01%2,813 1,460107.9% $23.91万 加仓
CPAY CORPAY INC $46.07万0.01%1,393 17314.2% $5.72万 加仓
NULV NUSHARES ETF TR $46.01万0.01%9,531 -70-0.7% -$3,379 减仓
PGR PROGRESSIVE CORP $45.94万0.01%2,266 -149-6.2% -$3.02万 减仓
NEAR ISHARES U S ETF TR $45.90万0.01%9,021 -1,083-10.7% -$5.51万 减仓
CRF CORNERSTONE TOTAL RETURN FD $45.89万0.01%64,188 2,3033.7% $1.65万 加仓
CHWY CHEWY INC $45.88万0.01%16,968 4,03031.1% $10.90万 加仓
SLV ISHARES SILVER TR $45.87万0.01%6,518 -171-2.6% -$1.20万 减仓
HL HECLA MINING COMPANY $45.86万0.01%24,188 14,568151.4% $27.62万 加仓
JKHY HENRY JACK & ASSOC INC $45.85万0.01%2,941 1,26075.0% $19.64万 加仓
VFMO VANGUARD WELLINGTON FD $45.78万0.01%2,073 10.0% $221 加仓
MSM MSC INDL DIRECT INC $45.72万0.01%4,730 59814.5% $5.78万 加仓
DES WISDOMTREE TR $45.66万0.01%11,954 -2,016-14.4% -$7.70万 减仓
MORN MORNINGSTAR INC $45.59万0.01%2,449 1667.3% $3.09万 加仓
ALB ALBEMARLE CORP $45.53万0.01%2,344 90863.2% $17.64万 加仓
CBSH COMMERCE BANCSHARES INC $45.37万0.01%8,967 2,49538.6% $12.62万 加仓
— ETF OPPORTUNITIES TRUST $45.24万0.01%18,074 18,074— $45.24万 新建仓
NUE NUCOR CORP $45.18万0.01%2,109 29316.1% $6.28万 加仓
CPT CAMDEN PPTY TR $45.11万0.01%4,445 -376-7.8% -$3.82万 减仓
VTR VENTAS INC $45.08万0.01%5,628 2955.5% $2.36万 加仓
CNA CNA FINL CORP $45.06万0.01%9,375 4,51592.9% $21.70万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $45.04万0.01%5,461 5,461— $45.04万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES I $44.72万0.01%6,265 310.5% $2,213 加仓
PSCT INVESCO EXCH TRADED FD TR II $44.13万0.01%6,128 00.0% — 不变
PR PERMIAN RESOURCES CORP $44.12万0.01%21,714 21,714— $44.12万 新建仓
EG EVEREST GROUP LTD $44.10万0.01%1,278 47358.8% $16.32万 加仓
DVA DAVITA INC $43.99万0.01%2,886 85742.2% $13.06万 重新持有
QQQI NEOS ETF TRUST $43.93万0.01%8,200 1,40020.6% $7.50万 加仓
FHB FIRST HAWAIIAN INC $43.82万0.01%16,363 5,63752.6% $15.10万 加仓
XJH ISHARES TR $43.65万0.01%8,905 2412.8% $1.18万 加仓
AZO AUTOZONE INC $43.44万0.01%121 1211.0% $4.31万 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $43.40万0.01%20,889 20,889— $43.40万 新建仓
PMAR INNOVATOR ETFS TRUST $43.27万0.01%9,279 -2,853-23.5% -$13.30万 减仓
SIRI SIRIUSXM HOLDINGS INC $43.22万0.01%15,403 1,41010.1% $3.96万 重新持有
GWRE GUIDEWIRE SOFTWARE INC $43.08万0.01%3,013 1,42189.3% $20.32万 加仓
ETSY ETSY INC $42.52万0.01%6,437 -2,990-31.7% -$19.75万 减仓
SHY ISHARES TR $42.49万0.01%5,149 5,149— $42.49万 新建仓
NUSC NUSHARES ETF TR $42.47万0.01%8,681 -863-9.0% -$4.22万 减仓
XYLD GLOBAL X FDS $42.31万0.01%10,586 40.0% $160 加仓
SWK STANLEY BLACK & DECKER INC $42.29万0.01%5,587 5,587— $42.29万 新建仓
TRU TRANSUNION $42.15万0.01%5,696 -763-11.8% -$5.65万 减仓
THC TENET HEALTHCARE CORP $42.09万0.01%2,201 -707-24.3% -$13.52万 减仓
CHW CALAMOS GBL DYN INCOME FUND $41.99万0.01%51,842 -5,951-10.3% -$4.82万 减仓
AN AUTONATION INC $41.96万0.01%2,063 1809.6% $3.66万 加仓
TREX TREX INC $41.82万0.01%9,984 8219.0% $3.44万 加仓
PKG PACKAGING CORP AMER $41.75万0.01%2,034 1256.5% $2.57万 加仓
DINO HF SINCLAIR CORP $41.74万0.01%7,019 5628.7% $3.34万 加仓
CCC CCC INTELLIGENT SOLUTIONS HL $41.72万0.01%77,266 45,427142.7% $24.53万 加仓
XLP SELECT SECTOR SPDR TR $41.70万0.01%5,079 2445.0% $2.00万 加仓
DXCM DEXCOM INC $41.62万0.01%6,564 1372.1% $8,687 加仓
URI UNITED RENTALS INC $41.52万0.01%517 -227-30.5% -$18.23万 减仓
TSLX SIXTH STREET SPECIALTY LENDI $41.37万0.01%21,852 -1,160-5.0% -$2.20万 减仓
FAF FIRST AMERN FINL CORP $41.32万0.01%6,216 1,69637.5% $11.28万 加仓
MDLZ MONDELEZ INTL INC $41.18万0.01%7,346 1,27721.0% $7.16万 加仓
BPOP POPULAR INC $41.17万0.01%2,776 63029.4% $9.34万 重新持有
MDGL MADRIGAL PHARMACEUTICALS INC $41.11万0.01%777 -184-19.1% -$9.74万 减仓
— GRANITESHARES ETF TR $41.09万0.01%34,387 9262.8% $1.11万 加仓
FERG FERGUSON ENTERPRISES INC $40.88万0.01%1,560 -40-2.5% -$1.05万 减仓
HIW HIGHWOODS PPTYS INC $40.80万0.01%17,186 -1,637-8.7% -$3.89万 重新持有
TDC TERADATA CORP DEL $40.73万0.01%14,820 14,820— $40.73万 新建仓
PAXS PIMCO ACCESS INCOME FUND $40.58万0.01%27,736 -1,291-4.4% -$1.89万 减仓
MSGK MADISON SQUARE GRDN SPRT COR $40.58万0.01%1,210 40049.4% $13.41万 加仓
XYZ BLOCK INC $40.56万0.01%5,595 2,08859.5% $15.14万 加仓
WEC WEC ENERGY GROUP INC $40.23万0.01%3,548 63421.8% $7.19万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $40.23万0.01%7,638 00.0% — 不变