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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $154.57万 | 0.03% | 1,864 | 639 | 52.2% | $52.99万 | 加仓 |
| MOAT | VANECK ETF TRUST | $154.04万 | 0.03% | 15,143 | -452 | -2.9% | -$4.60万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $153.88万 | 0.03% | 5,359 | 281 | 5.5% | $8.07万 | 加仓 |
| RL | RALPH LAUREN CORP | $153.79万 | 0.03% | 4,098 | 711 | 21.0% | $26.68万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $153.65万 | 0.03% | 28,213 | 788 | 2.9% | $4.29万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $151.69万 | 0.03% | 3,179 | 84 | 2.7% | $4.01万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $151.64万 | 0.03% | 2,133 | 352 | 19.8% | $25.02万 | 加仓 |
| IUSG | ISHARES TR | $150.44万 | 0.03% | 8,519 | 713 | 9.1% | $12.59万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $149.39万 | 0.03% | 2,001 | 656 | 48.8% | $48.98万 | 加仓 |
| ILMN | ILLUMINA INC | $148.59万 | 0.03% | 11,386 | -944 | -7.7% | -$12.32万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $148.22万 | 0.03% | 8,122 | 1,965 | 31.9% | $35.86万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $148.08万 | 0.03% | 15,767 | -2,289 | -12.7% | -$21.50万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $147.89万 | 0.03% | 17,959 | 3,248 | 22.1% | $26.75万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $147.13万 | 0.03% | 63,172 | 1,728 | 2.8% | $4.02万 | 加仓 |
| EVR | EVERCORE INC | $146.79万 | 0.03% | 4,170 | 2,624 | 169.7% | $92.37万 | 加仓 |
| BURL | BURLINGTON STORES INC | $145.19万 | 0.03% | 4,308 | 4,308 | — | $145.19万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $145.18万 | 0.03% | 15,794 | -6,721 | -29.9% | -$61.78万 | 减仓 |
| CPRT | COPART INC | $144.91万 | 0.03% | 43,026 | 27,413 | 175.6% | $92.33万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $144.89万 | 0.03% | 14,578 | -127 | -0.9% | -$1.26万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $144.76万 | 0.03% | 8,521 | 893 | 11.7% | $15.17万 | 加仓 |
| TPR | TAPESTRY INC | $142.45万 | 0.03% | 9,746 | 842 | 9.5% | $12.31万 | 加仓 |
| EXC | EXELON CORP | $141.75万 | 0.03% | 30,910 | 4,815 | 18.5% | $22.08万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $141.24万 | 0.03% | 44,234 | 390 | 0.9% | $1.25万 | 加仓 |
| TRIN | TRINITY CAP INC | $140.99万 | 0.03% | 87,900 | -1,912 | -2.1% | -$3.07万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $140.60万 | 0.03% | 2 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $140.36万 | 0.03% | 5,458 | 54 | 1.0% | $1.39万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $140.36万 | 0.03% | 52,256 | -4,369 | -7.7% | -$11.74万 | 减仓 |
| ISPY | PROSHARES TR | $140.10万 | 0.03% | 30,226 | 8,801 | 41.1% | $40.79万 | 加仓 |
| ALL | ALLSTATE CORP | $139.65万 | 0.03% | 6,521 | 587 | 9.9% | $12.57万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $139.33万 | 0.03% | 17,922 | -1 | -0.0% | -$78 | 减仓 |
| BLK | BLACKROCK INC | $137.66万 | 0.03% | 1,296 | 454 | 53.9% | $48.22万 | 加仓 |
| IBB | ISHARES TR | $137.09万 | 0.03% | 7,862 | -19 | -0.2% | -$3,313 | 减仓 |
| AROC | ARCHROCK INC | $136.81万 | 0.03% | 38,150 | 44 | 0.1% | $1,578 | 加仓 |
| DG | DOLLAR GEN CORP | $136.70万 | 0.03% | 11,096 | 2,334 | 26.6% | $28.75万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $136.65万 | 0.03% | 17,366 | 3,850 | 28.5% | $30.29万 | 加仓 |
| INDA | ISHARES TR | $136.31万 | 0.03% | 27,273 | 102 | 0.4% | $5,098 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $135.91万 | 0.03% | 368,306 | -30,633 | -7.7% | -$11.30万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $135.46万 | 0.03% | 4,540 | 32 | 0.7% | $9,548 | 加仓 |
| USHY | ISHARES TR | $134.95万 | 0.03% | 36,239 | 804 | 2.3% | $2.99万 | 加仓 |
| IDEV | ISHARES TR | $134.57万 | 0.03% | 15,287 | 1,597 | 11.7% | $14.06万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $134.56万 | 0.03% | 29,176 | -481 | -1.6% | -$2.22万 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $134.42万 | 0.03% | 29,159 | -2,105 | -6.7% | -$9.70万 | 减仓 |
| COP | CONOCOPHILLIPS | $134.41万 | 0.03% | 10,963 | 887 | 8.8% | $10.88万 | 加仓 |
| NFRA | FLEXSHARES TR | $133.37万 | 0.03% | 20,497 | 243 | 1.2% | $1.58万 | 加仓 |
| — | KRANESHARES TRUST | $132.93万 | 0.03% | 72,263 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $132.58万 | 0.03% | 40,273 | 1,205 | 3.1% | $3.97万 | 加仓 |
| APP | APPLOVIN CORP | $130.26万 | 0.03% | 2,693 | 158 | 6.2% | $7.64万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $130.26万 | 0.03% | 26,068 | -1,483 | -5.4% | -$7.41万 | 减仓 |
| SO | SOUTHERN CO | $130.20万 | 0.03% | 14,173 | 4,921 | 53.2% | $45.21万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $130.12万 | 0.03% | 32,647 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $129.79万 | 0.03% | 22,831 | 10,338 | 82.8% | $58.77万 | 加仓 |
| CCI | CROWN CASTLE INC | $129.44万 | 0.03% | 15,050 | -1,021 | -6.4% | -$8.78万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $129.35万 | 0.03% | 30,088 | -1,155 | -3.7% | -$4.97万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $129.20万 | 0.03% | 4,868 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $128.91万 | 0.03% | 12,242 | 732 | 6.4% | $7.71万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $127.85万 | 0.03% | 8,017 | -743 | -8.5% | -$11.85万 | 减仓 |
| GAP | GAP INC | $127.59万 | 0.03% | 49,226 | 17,083 | 53.1% | $44.28万 | 加仓 |
| SNDK | SANDISK CORP | $126.99万 | 0.03% | 1,297 | -190 | -12.8% | -$18.60万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $126.56万 | 0.03% | 16,922 | 1,683 | 11.0% | $12.59万 | 加仓 |
| EVRG | EVERGY INC | $126.53万 | 0.03% | 15,888 | 1,844 | 13.1% | $14.69万 | 加仓 |
| CCK | CROWN HLDGS INC | $125.85万 | 0.03% | 12,352 | 866 | 7.5% | $8.82万 | 加仓 |
| IRM | IRON MTN INC DEL | $125.35万 | 0.03% | 10,693 | 4,377 | 69.3% | $51.31万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $125.16万 | 0.03% | 55,701 | 32,057 | 135.6% | $72.03万 | 加仓 |
| DE | DEERE & CO | $124.43万 | 0.03% | 2,145 | 24 | 1.1% | $1.39万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $124.40万 | 0.03% | 9,155 | 1,750 | 23.6% | $23.78万 | 加仓 |
| ES | EVERSOURCE ENERGY | $124.39万 | 0.03% | 18,551 | 8,471 | 84.0% | $56.80万 | 加仓 |
| ROKU | ROKU INC | $124.14万 | 0.03% | 10,490 | 3,802 | 56.8% | $44.99万 | 加仓 |
| CTVA | CORTEVA INC | $123.21万 | 0.03% | 15,528 | 1,210 | 8.5% | $9.60万 | 加仓 |
| BALL | BALL CORP | $123.16万 | 0.03% | 19,652 | 11,091 | 129.6% | $69.51万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $122.93万 | 0.03% | 4,075 | 2,126 | 109.1% | $64.13万 | 加仓 |
| OEF | ISHARES TR | $122.42万 | 0.03% | 3,491 | -100 | -2.8% | -$3.51万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $121.79万 | 0.02% | 21,423 | 6,738 | 45.9% | $38.31万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $121.41万 | 0.02% | 2,454 | -38 | -1.5% | -$1.88万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $121.38万 | 0.02% | 26,968 | 5,008 | 22.8% | $22.54万 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $121.00万 | 0.02% | 93,073 | 10,066 | 12.1% | $13.09万 | 加仓 |
| INGR | INGREDION INC | $120.85万 | 0.02% | 10,730 | 3,313 | 44.7% | $37.31万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $120.82万 | 0.02% | 12,745 | 36 | 0.3% | $3,413 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $120.44万 | 0.02% | 14,654 | -329 | -2.2% | -$2.70万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $120.37万 | 0.02% | 2,725 | 218 | 8.7% | $9.63万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $119.50万 | 0.02% | 13,030 | 3,102 | 31.2% | $28.45万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $119.45万 | 0.02% | 3,564 | 132 | 3.8% | $4.42万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $118.61万 | 0.02% | 26,399 | 776 | 3.0% | $3.49万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $118.14万 | 0.02% | 5,858 | 1,622 | 38.3% | $32.71万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $117.91万 | 0.02% | 20,854 | -165 | -0.8% | -$9,329 | 减仓 |
| ITA | ISHARES TR | $117.17万 | 0.02% | 5,346 | -2 | -0.0% | -$438 | 减仓 |
| JBL | JABIL INC | $117.07万 | 0.02% | 3,480 | 511 | 17.2% | $17.19万 | 加仓 |
| — | CALAMOS ETF TR | $116.86万 | 0.02% | 44,297 | 28,022 | 172.2% | $73.92万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $116.20万 | 0.02% | 32,586 | 137 | 0.4% | $4,885 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $115.57万 | 0.02% | 9,593 | 4,904 | 104.6% | $59.08万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $115.35万 | 0.02% | 3,403 | 1,271 | 59.6% | $43.08万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $114.74万 | 0.02% | 170,751 | 4,210 | 2.5% | $2.83万 | 加仓 |
| TXG | 10X GENOMICS INC | $114.02万 | 0.02% | 49,944 | 7,153 | 16.7% | $16.33万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $113.65万 | 0.02% | 6,953 | 4,649 | 201.8% | $75.99万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $113.58万 | 0.02% | 15,527 | 882 | 6.0% | $6.45万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $113.58万 | 0.02% | 746 | 218 | 41.3% | $33.19万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $112.69万 | 0.02% | 23,555 | 15,848 | 205.6% | $75.82万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $112.10万 | 0.02% | 13,934 | 6,177 | 79.6% | $49.70万 | 加仓 |
| AON | AON PLC | $111.79万 | 0.02% | 3,420 | 2,125 | 164.1% | $69.46万 | 加仓 |
| SSO | PROSHARES TR | $111.73万 | 0.02% | 18,085 | -520 | -2.8% | -$3.21万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $110.12万 | 0.02% | 45,150 | -327 | -0.7% | -$7,976 | 减仓 |