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 |
|---|---|---|---|---|---|---|---|---|
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $40.22万 | 0.01% | 11,276 | 4,002 | 55.0% | $14.28万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $40.05万 | 0.01% | 2,167 | -412 | -16.0% | -$7.61万 | 减仓 |
| — | GATES INDL CORP PLC | $40.04万 | 0.01% | 15,682 | 2,334 | 17.5% | $5.96万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $40.03万 | 0.01% | 11,470 | -918 | -7.4% | -$3.20万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $39.95万 | 0.01% | 7,710 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $39.75万 | 0.01% | 2,688 | 1,282 | 91.2% | $18.96万 | 加仓 |
| VHT | VANGUARD WORLD FD | $39.65万 | 0.01% | 1,447 | 307 | 26.9% | $8.41万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $39.55万 | 0.01% | 4,473 | -721 | -13.9% | -$6.38万 | 减仓 |
| WELL | WELLTOWER INC | $39.52万 | 0.01% | 1,979 | 202 | 11.4% | $4.03万 | 加仓 |
| EES | WISDOMTREE TR | $39.43万 | 0.01% | 6,271 | 9 | 0.1% | $566 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $39.28万 | 0.01% | 9,199 | 436 | 5.0% | $1.86万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $38.96万 | 0.01% | 4,971 | 4,971 | — | $38.96万 | 新建仓 |
| PLD | PROLOGIS INC. | $38.92万 | 0.01% | 2,752 | -336 | -10.9% | -$4.75万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $38.91万 | 0.01% | 28,888 | 947 | 3.4% | $1.28万 | 加仓 |
| EQTY | VALUED ADVISERS TR | $38.86万 | 0.01% | 14,156 | 14,156 | — | $38.86万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $38.68万 | 0.01% | 5,472 | 5,472 | — | $38.68万 | 新建仓 |
| HEI | HEICO CORP NEW | $38.62万 | 0.01% | 1,438 | -406 | -22.0% | -$10.90万 | 减仓 |
| L | LOEWS CORP | $38.22万 | 0.01% | 3,454 | 604 | 21.2% | $6.68万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $38.21万 | 0.01% | 9,123 | -2 | -0.0% | -$84 | 减仓 |
| BDX | BECTON DICKINSON & CO | $38.20万 | 0.01% | 2,454 | -804 | -24.7% | -$12.52万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $38.18万 | 0.01% | 8,076 | 83 | 1.0% | $3,923 | 加仓 |
| IEV | ISHARES TR | $38.08万 | 0.01% | 5,320 | 681 | 14.7% | $4.87万 | 加仓 |
| WULF | TERAWULF INC | $38.04万 | 0.01% | 18,512 | 527 | 2.9% | $1.08万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $38.01万 | 0.01% | 13,579 | 13,579 | — | $38.01万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $37.80万 | 0.01% | 5,212 | 467 | 9.8% | $3.39万 | 加仓 |
| POST | POST HLDGS INC | $37.72万 | 0.01% | 3,619 | 3,619 | — | $37.72万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $37.70万 | 0.01% | 7,351 | 338 | 4.8% | $1.73万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $37.66万 | 0.01% | 11,374 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $37.62万 | 0.01% | 13,765 | 4,950 | 56.2% | $13.53万 | 加仓 |
| F | FORD MTR CO | $37.59万 | 0.01% | 29,765 | 2,701 | 10.0% | $3.41万 | 加仓 |
| STE | STERIS PLC | $37.38万 | 0.01% | 1,672 | -781 | -31.8% | -$17.46万 | 减仓 |
| ARTY | ISHARES TR | $37.31万 | 0.01% | 6,088 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $37.25万 | 0.01% | 2,611 | 1,431 | 121.3% | $20.41万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $37.18万 | 0.01% | 26,034 | 16,678 | 178.3% | $23.82万 | 加仓 |
| PTC | PTC INC | $37.10万 | 0.01% | 2,639 | 686 | 35.1% | $9.65万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $37.01万 | 0.01% | 5,701 | 5 | 0.1% | $325 | 加仓 |
| — | ELECTRONIC ARTS INC | $36.95万 | 0.01% | 1,822 | 532 | 41.2% | $10.79万 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $36.94万 | 0.01% | 4,738 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES TR | $36.75万 | 0.01% | 8,969 | 43 | 0.5% | $1,762 | 加仓 |
| ALLE | ALLEGION PLC | $36.68万 | 0.01% | 2,531 | 345 | 15.8% | $5.00万 | 加仓 |
| SR | SPIRE INC | $36.67万 | 0.01% | 4,125 | 443 | 12.0% | $3.94万 | 加仓 |
| WPC | WP CAREY INC | $36.49万 | 0.01% | 5,008 | 512 | 11.4% | $3.73万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $36.45万 | 0.01% | 19,909 | 9,480 | 90.9% | $17.36万 | 加仓 |
| VSAT | VIASAT INC | $36.37万 | 0.01% | 5,766 | 5,766 | — | $36.37万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $36.36万 | 0.01% | 7,255 | 345 | 5.0% | $1.73万 | 加仓 |
| D | DOMINION ENERGY INC | $36.06万 | 0.01% | 5,916 | 761 | 14.8% | $4.64万 | 加仓 |
| FLO | FLOWERS FOODS INC | $36.04万 | 0.01% | 41,187 | -2,400 | -5.5% | -$2.10万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $36.01万 | 0.01% | 1,832 | 1,832 | — | $36.01万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $35.86万 | 0.01% | 2,232 | 1,065 | 91.3% | $17.11万 | 加仓 |
| DASH | DOORDASH INC | $35.83万 | 0.01% | 1,966 | -561 | -22.2% | -$10.23万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $35.71万 | 0.01% | 2,586 | 231 | 9.8% | $3.19万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $35.68万 | 0.01% | 14,265 | -5,701 | -28.6% | -$14.26万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $35.67万 | 0.01% | 1,737 | 675 | 63.6% | $13.86万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $35.62万 | 0.01% | 28,245 | 530 | 1.9% | $6,683 | 加仓 |
| 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 |
| ALAB | ASTERA LABS INC | $35.44万 | 0.01% | 1,826 | -349 | -16.0% | -$6.77万 | 减仓 |
| KR | KROGER CO | $35.34万 | 0.01% | 5,192 | 105 | 2.1% | $7,148 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $35.25万 | 0.01% | 8,698 | -212 | -2.4% | -$8,592 | 减仓 |
| SHEL | SHELL PLC | $35.15万 | 0.01% | 3,928 | 171 | 4.6% | $1.53万 | 加仓 |
| MOS | MOSAIC CO | $35.14万 | 0.01% | 14,331 | 14,331 | — | $35.14万 | 新建仓 |
| COHR | COHERENT CORP | $35.01万 | 0.01% | 999 | -97 | -8.9% | -$3.40万 | 减仓 |
| SHC | SOTERA HEALTH CO | $34.99万 | 0.01% | 22,384 | 3,817 | 20.6% | $5.97万 | 加仓 |
| IDV | ISHARES TR | $34.98万 | 0.01% | 7,991 | -309 | -3.7% | -$1.35万 | 减仓 |
| CMS | CMS ENERGY CORP | $34.98万 | 0.01% | 4,665 | 1,550 | 49.8% | $11.62万 | 重新持有 |
| LFUS | LITTELFUSE INC | $34.84万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $34.83万 | 0.01% | 8,598 | -439 | -4.9% | -$1.78万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $34.80万 | 0.01% | 8,429 | -3,220 | -27.6% | -$13.29万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $34.79万 | 0.01% | 1,945 | 6 | 0.3% | $1,073 | 加仓 |
| ARKK | ARK ETF TR | $34.77万 | 0.01% | 4,385 | -977 | -18.2% | -$7.75万 | 减仓 |
| COR | CENCORA INC | $34.69万 | 0.01% | 1,125 | -97 | -7.9% | -$2.99万 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $34.62万 | 0.01% | 4,112 | 224 | 5.8% | $1.89万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $34.53万 | 0.01% | 1,146 | 178 | 18.4% | $5.36万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $34.49万 | 0.01% | 6,759 | 6,759 | — | $34.49万 | 新建仓 |
| — | COTERRA ENERGY INC | $34.48万 | 0.01% | 10,471 | -86 | -0.8% | -$2,832 | 减仓 |
| TXNM | TXNM ENERGY INC | $34.48万 | 0.01% | 5,861 | 96 | 1.7% | $5,647 | 加仓 |
| UI | UBIQUITI INC | $34.46万 | 0.01% | 343 | 343 | — | $34.46万 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $34.44万 | 0.01% | 4,812 | -1,440 | -23.0% | -$10.31万 | 减仓 |
| TRP | TC ENERGY CORP | $34.33万 | 0.01% | 5,716 | -300 | -5.0% | -$1.80万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $34.31万 | 0.01% | 16,480 | 8,305 | 101.6% | $17.29万 | 重新持有 |
| AKAM | AKAMAI TECHNOLOGIES INC | $33.95万 | 0.01% | 3,496 | 78 | 2.3% | $7,575 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $33.88万 | 0.01% | 7,538 | -175 | -2.3% | -$7,865 | 减仓 |
| WHR | WHIRLPOOL CORP | $33.87万 | 0.01% | 6,087 | 2,208 | 56.9% | $12.29万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $33.85万 | 0.01% | 922 | 127 | 16.0% | $4.66万 | 加仓 |
| EPAM | EPAM SYS INC | $33.75万 | 0.01% | 2,614 | -479 | -15.5% | -$6.18万 | 减仓 |
| ILCV | ISHARES TR | $33.69万 | 0.01% | 3,451 | -213 | -5.8% | -$2.08万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $33.54万 | 0.01% | 1,128 | -249 | -18.1% | -$7.40万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $33.44万 | 0.01% | 548 | 13 | 2.4% | $7,932 | 加仓 |
| IYG | ISHARES TR | $33.31万 | 0.01% | 3,786 | 255 | 7.2% | $2.24万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $33.28万 | 0.01% | 3,355 | 3,355 | — | $33.28万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $33.13万 | 0.01% | 3,546 | 33 | 0.9% | $3,083 | 加仓 |
| RWR | SPDR SERIES TRUST | $33.07万 | 0.01% | 3,090 | 18 | 0.6% | $1,927 | 加仓 |
| TRMB | TRIMBLE INC | $33.07万 | 0.01% | 4,787 | -1,200 | -20.0% | -$8.29万 | 减仓 |
| ENTG | ENTEGRIS INC | $32.99万 | 0.01% | 2,230 | 2,230 | — | $32.99万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $32.96万 | 0.01% | 4,799 | -528 | -9.9% | -$3.63万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $32.92万 | 0.01% | 6,624 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $32.89万 | 0.01% | 4,080 | -1,426 | -25.9% | -$11.50万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $32.86万 | 0.01% | 1,802 | 459 | 34.2% | $8.37万 | 加仓 |
| RGLD | ROYAL GOLD INC | $32.63万 | 0.01% | 1,297 | 462 | 55.3% | $11.62万 | 加仓 |
| ASH | ASHLAND INC | $32.62万 | 0.01% | 5,747 | -670 | -10.4% | -$3.80万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $32.62万 | 0.01% | 6,417 | 0 | 0.0% | — | 不变 |