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 |
|---|---|---|---|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TRUST | $848.27万 | 0.17% | 176,834 | 9,503 | 5.7% | $45.59万 | 加仓 |
| CME | CME GROUP INC | $844.37万 | 0.17% | 29,553 | 3,351 | 12.8% | $95.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $843.82万 | 0.17% | 123,456 | 3,105 | 2.6% | $21.22万 | 加仓 |
| IJS | ISHARES TR | $835.33万 | 0.17% | 65,296 | -1,593 | -2.4% | -$20.38万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $826.43万 | 0.17% | 60,065 | 1,256 | 2.1% | $17.28万 | 加仓 |
| MCD | MCDONALDS CORP | $816.83万 | 0.17% | 27,221 | 1,972 | 7.8% | $59.17万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $814.41万 | 0.17% | 234,429 | -7,983 | -3.3% | -$27.73万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $813.83万 | 0.17% | 127,760 | 2,852 | 2.3% | $18.17万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $781.55万 | 0.16% | 87,598 | 401 | 0.5% | $3.58万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $774.04万 | 0.16% | 74,312 | 3,788 | 5.4% | $39.46万 | 加仓 |
| DFVX | DIMENSIONAL ETF TRUST | $754.80万 | 0.15% | 95,059 | 3,638 | 4.0% | $28.89万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $741.22万 | 0.15% | 239,027 | -834 | -0.3% | -$2.59万 | 减仓 |
| TSLA | TESLA INC | $734.69万 | 0.15% | 18,959 | 953 | 5.3% | $36.93万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $734.54万 | 0.15% | 178,851 | 918 | 0.5% | $3.77万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $727.09万 | 0.15% | 31,427 | 580 | 1.9% | $13.42万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $726.15万 | 0.15% | 56,931 | -202 | -0.4% | -$2.58万 | 减仓 |
| UNP | UNION PAC CORP | $724.83万 | 0.15% | 29,063 | 914 | 3.2% | $22.80万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $709.90万 | 0.15% | 54,831 | -42 | -0.1% | -$5,438 | 减仓 |
| GLW | CORNING INC | $696.32万 | 0.14% | 41,261 | -2,034 | -4.7% | -$34.33万 | 减仓 |
| EBI | RBB FUND TRUST | $688.83万 | 0.14% | 111,311 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $685.17万 | 0.14% | 42,941 | -105 | -0.2% | -$1.68万 | 减仓 |
| IWV | ISHARES TR | $682.93万 | 0.14% | 16,863 | 1,933 | 12.9% | $78.28万 | 加仓 |
| IWR | ISHARES TR | $678.17万 | 0.14% | 65,290 | 804 | 1.2% | $8.35万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $666.16万 | 0.14% | 113,119 | 8,081 | 7.7% | $47.59万 | 加仓 |
| COWZ | PACER FDS TR | $650.95万 | 0.13% | 103,375 | -12,286 | -10.6% | -$77.36万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $630.98万 | 0.13% | 140,031 | 1,698 | 1.2% | $7.65万 | 加仓 |
| GE | GE AEROSPACE | $626.58万 | 0.13% | 22,678 | 2,867 | 14.5% | $79.21万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $626.38万 | 0.13% | 24,327 | -913 | -3.6% | -$23.51万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $625.48万 | 0.13% | 538,745 | -9,337 | -1.7% | -$10.84万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $624.40万 | 0.13% | 683,151 | -24,679 | -3.5% | -$22.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $619.50万 | 0.13% | 27,399 | 3,229 | 13.4% | $73.01万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $618.30万 | 0.13% | 47,908 | 1,089 | 2.3% | $14.05万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $617.83万 | 0.13% | 79,638 | -1,004 | -1.2% | -$7.79万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $610.58万 | 0.13% | 48,749 | 2,287 | 4.9% | $28.64万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $607.07万 | 0.12% | 24,103 | 1,161 | 5.1% | $29.24万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $601.92万 | 0.12% | 178,931 | 4,336 | 2.5% | $14.59万 | 加仓 |
| ORCL | ORACLE CORP | $599.42万 | 0.12% | 31,969 | 2,907 | 10.0% | $54.51万 | 加仓 |
| RKLB | ROCKET LAB CORP | $598.00万 | 0.12% | 66,415 | 801 | 1.2% | $7.21万 | 加仓 |
| IWB | ISHARES TR | $595.17万 | 0.12% | 15,274 | 4 | 0.0% | $1,559 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $594.71万 | 0.12% | 599,507 | 13,798 | 2.4% | $13.69万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $585.80万 | 0.12% | 115,862 | 1,730 | 1.5% | $8.75万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $585.74万 | 0.12% | 55,610 | -142 | -0.3% | -$1.50万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $585.73万 | 0.12% | 17,396 | -365 | -2.1% | -$12.29万 | 减仓 |
| IAU | ISHARES GOLD TR | $583.20万 | 0.12% | 65,388 | 312 | 0.5% | $2.78万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $578.15万 | 0.12% | 36,571 | 1,142 | 3.2% | $18.05万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $570.42万 | 0.12% | 180,972 | 18,972 | 11.7% | $59.80万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $566.54万 | 0.12% | 61,782 | -2,598 | -4.0% | -$23.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $550.25万 | 0.11% | 218,658 | 5,390 | 2.5% | $13.56万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $549.82万 | 0.11% | 60,547 | 3,250 | 5.7% | $29.51万 | 加仓 |
| IGV | ISHARES TR | $548.39万 | 0.11% | 61,798 | 269 | 0.4% | $2.39万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $542.31万 | 0.11% | 80,236 | 14,228 | 21.6% | $96.17万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $542.15万 | 0.11% | 37,952 | 3,603 | 10.5% | $51.47万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $541.63万 | 0.11% | 60,302 | 67 | 0.1% | $6,018 | 加仓 |
| CAIE | CALAMOS ETF TR | $537.91万 | 0.11% | 200,078 | 43,810 | 28.0% | $117.78万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $528.47万 | 0.11% | 137,337 | 395 | 0.3% | $1.52万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $522.45万 | 0.11% | 48,227 | -941 | -1.9% | -$10.19万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $522.13万 | 0.11% | 67,642 | 4,419 | 7.0% | $34.11万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $518.94万 | 0.11% | 95,375 | 70,325 | 280.7% | $382.64万 | 加仓 |
| IREN | IREN LIMITED | $517.31万 | 0.11% | 106,904 | 30,722 | 40.3% | $148.66万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $510.29万 | 0.10% | 35,139 | -674 | -1.9% | -$9.79万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $507.97万 | 0.10% | 9,957 | -286 | -2.8% | -$14.59万 | 减仓 |
| TIP | ISHARES TR | $505.94万 | 0.10% | 45,421 | 17,821 | 64.6% | $198.51万 | 加仓 |
| IBHH | ISHARES TR | $503.07万 | 0.10% | 212,985 | 212,985 | — | $503.07万 | 新建仓 |
| — | ISHARES TR | $502.94万 | 0.10% | 189,504 | 189,504 | — | $502.94万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $499.63万 | 0.10% | 20,322 | -455 | -2.2% | -$11.19万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $499.28万 | 0.10% | 52,823 | -5,442 | -9.3% | -$51.44万 | 减仓 |
| IWF | ISHARES TR | $481.58万 | 0.10% | 10,057 | -117 | -1.1% | -$5.60万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $474.05万 | 0.10% | 101,011 | 6,623 | 7.0% | $31.08万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $473.45万 | 0.10% | 21,412 | 499 | 2.4% | $11.03万 | 加仓 |
| IBDT | ISHARES TR | $467.70万 | 0.10% | 184,642 | 163,068 | 755.9% | $413.05万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $467.54万 | 0.10% | 25,292 | -612 | -2.4% | -$11.31万 | 减仓 |
| INTU | INTUIT | $461.76万 | 0.09% | 11,299 | 1,657 | 17.2% | $67.72万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $461.46万 | 0.09% | 29,232 | 6,413 | 28.1% | $101.24万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $458.21万 | 0.09% | 63,817 | -15 | -0.0% | -$1,077 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $454.77万 | 0.09% | 105,959 | 155 | 0.1% | $6,653 | 加仓 |
| LRCX | LAM RESEARCH CORP | $454.28万 | 0.09% | 17,107 | 171 | 1.0% | $4.54万 | 加仓 |
| PEP | PEPSICO INC | $452.78万 | 0.09% | 29,441 | 7,152 | 32.1% | $109.99万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $448.41万 | 0.09% | 190,571 | 661 | 0.3% | $1.56万 | 加仓 |
| ABNB | AIRBNB INC | $447.58万 | 0.09% | 31,043 | 6,639 | 27.2% | $95.72万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $447.27万 | 0.09% | 23,528 | 3,173 | 15.6% | $60.32万 | 加仓 |
| DGRO | ISHARES TR | $444.84万 | 0.09% | 61,004 | -867 | -1.4% | -$6.32万 | 减仓 |
| ICSH | ISHARES TR | $444.42万 | 0.09% | 87,847 | -258 | -0.3% | -$1.31万 | 减仓 |
| CWB | SPDR SERIES TRUST | $439.62万 | 0.09% | 43,527 | -2,328 | -5.1% | -$23.51万 | 减仓 |
| IBDW | ISHARES TR | $438.25万 | 0.09% | 208,444 | 196,516 | 1,647.5% | $413.17万 | 加仓 |
| IBDU | ISHARES TR | $438.22万 | 0.09% | 188,158 | 177,367 | 1,643.7% | $413.09万 | 加仓 |
| IBDV | ISHARES TR | $437.28万 | 0.09% | 199,216 | 187,960 | 1,669.9% | $412.57万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $437.10万 | 0.09% | 28,233 | 1,852 | 7.0% | $28.67万 | 加仓 |
| CVX | CHEVRON CORPORATION | $436.37万 | 0.09% | 23,420 | 2,485 | 11.9% | $46.30万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $435.07万 | 0.09% | 205,223 | 146 | 0.1% | $3,095 | 加仓 |
| ANET | ARISTA NETWORKS INC | $435.03万 | 0.09% | 24,477 | 2,390 | 10.8% | $42.48万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $434.24万 | 0.09% | 3,656 | -9 | -0.2% | -$1.07万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $432.33万 | 0.09% | 40,576 | 1,614 | 4.1% | $17.20万 | 加仓 |
| MRK | MERCK & CO INC | $426.74万 | 0.09% | 37,801 | 552 | 1.5% | $6.23万 | 加仓 |
| IVE | ISHARES TR | $423.85万 | 0.09% | 19,252 | -2,590 | -11.9% | -$57.02万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $418.90万 | 0.09% | 182,606 | 2,894 | 1.6% | $6.64万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $415.51万 | 0.09% | 87,456 | -81 | -0.1% | -$3,848 | 减仓 |
| CSCO | CISCO SYS INC | $413.26万 | 0.08% | 46,020 | 3,774 | 8.9% | $33.89万 | 加仓 |
| INTC | INTEL CORP | $412.66万 | 0.08% | 63,224 | -2,313 | -3.5% | -$15.10万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $409.64万 | 0.08% | 36,650 | 4,584 | 14.3% | $51.24万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $404.94万 | 0.08% | 39,634 | 481 | 1.2% | $4.91万 | 加仓 |