Chicago Partners Investment Group LLC
CHICAGO IL · SEC CIK 0001563525
$50.01亿2026Q2 申报市值
1,588持仓数
20.8%前十大占比 · 第一大 3.9%
202 / 118新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$1,865.52万
AAPL 加仓+$1,136.65万
TNA 新建仓+$1,040.74万
WWD 加仓+$746.27万
AYA 新建仓+$685.94万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$3.83亿
VUG 减仓-$3.76亿
BKNG 减仓-$5,216.74万
VGT 减仓-$3,638.16万
SFLR 减仓-$663.06万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.95亿 | 3.90% | 287,380 | 8,077 | 2.9% | $548.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.37亿 | 2.74% | 655,205 | 89,362 | 15.8% | $1,865.52万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.36亿 | 2.73% | 1,696,716 | -4,767,776 | -73.8% | -$3.83亿 | 减仓 |
| AAPL | APPLE INC | $1.08亿 | 2.17% | 336,798 | 35,337 | 11.7% | $1,136.65万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $9,281.51万 | 1.86% | 1,149,698 | 43,837 | 4.0% | $353.90万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $8,043.63万 | 1.61% | 2,073,101 | 6,343 | 0.3% | $24.61万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,812.03万 | 1.56% | 932,446 | -4,493,768 | -82.8% | -$3.76亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,477.60万 | 1.50% | 152,340 | -6,327 | -4.0% | -$310.56万 | 减仓 |
| ET | ENERGY TRANSFER L P | $6,996.95万 | 1.40% | 3,426,520 | -8,338 | -0.2% | -$17.03万 | 减仓 |
| IJH | ISHARES TR | $6,805.62万 | 1.36% | 902,005 | 7,726 | 0.9% | $58.29万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,224.67万 | 1.24% | 84,325 | 6,175 | 7.9% | $455.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $5,661.10万 | 1.13% | 192,065 | 9,315 | 5.1% | $274.56万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $5,604.83万 | 1.12% | 1,926,721 | 91,714 | 5.0% | $266.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,513.11万 | 1.10% | 684,518 | 3,073 | 0.5% | $24.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,400.64万 | 1.08% | 141,534 | 9,068 | 6.8% | $346.02万 | 加仓 |
| IVV | ISHARES TR | $5,161.39万 | 1.03% | 69,596 | 2,443 | 3.6% | $181.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,110.26万 | 1.02% | 140,126 | 12,302 | 9.6% | $448.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,618.06万 | 0.92% | 1,118,988 | 26,291 | 2.4% | $108.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,338.24万 | 0.87% | 80,384 | 4,157 | 5.5% | $224.35万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $4,219.51万 | 0.84% | 1,102,852 | -173,304 | -13.6% | -$663.06万 | 减仓 |
| IWS | ISHARES TR | $4,142.11万 | 0.83% | 251,143 | -3,976 | -1.6% | -$65.58万 | 减仓 |
| AMZN | AMAZON COM INC | $3,975.76万 | 0.80% | 170,152 | 16,033 | 10.4% | $374.63万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,855.93万 | 0.77% | 1,096,057 | 79,204 | 7.8% | $278.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,833.58万 | 0.77% | 869,885 | -27,130 | -3.0% | -$119.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,373.75万 | 0.67% | 96,420 | 2,743 | 2.9% | $95.98万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,284.13万 | 0.66% | 358,021 | 11,028 | 3.2% | $101.16万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $3,166.83万 | 0.63% | 1,109,222 | 139,915 | 14.4% | $399.46万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,128.22万 | 0.63% | 45,473 | -173 | -0.4% | -$11.90万 | 减仓 |
| IGSB | ISHARES TR | $3,102.18万 | 0.62% | 596,458 | 26,696 | 4.7% | $138.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,963.39万 | 0.59% | 42,826 | 1,736 | 4.2% | $120.12万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,948.13万 | 0.59% | 860,517 | 39,304 | 4.8% | $134.66万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $2,910.59万 | 0.58% | 290,885 | 35,451 | 13.9% | $354.72万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,909.73万 | 0.58% | 229,401 | 6,759 | 3.0% | $85.73万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,904.79万 | 0.58% | 232,700 | 15,028 | 6.9% | $187.59万 | 加仓 |
| MPLX | MPLX LP | $2,810.70万 | 0.56% | 488,733 | 2,065 | 0.4% | $11.88万 | 加仓 |
| BX | BLACKSTONE INC | $2,810.29万 | 0.56% | 225,726 | 1,641 | 0.7% | $20.43万 | 加仓 |
| GOOGL | ALPHABET INC | $2,773.27万 | 0.55% | 87,295 | 3,411 | 4.1% | $108.36万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,738.95万 | 0.55% | 124,577 | -983 | -0.8% | -$21.61万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,737.43万 | 0.55% | 665,070 | 31,309 | 4.9% | $128.87万 | 加仓 |
| GOOG | ALPHABET INC | $2,670.37万 | 0.53% | 83,884 | 4,268 | 5.4% | $135.87万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,461.08万 | 0.49% | 660,692 | 56,307 | 9.3% | $209.74万 | 加仓 |
| META | META PLATFORMS INC | $2,347.75万 | 0.47% | 38,735 | 5,820 | 17.7% | $352.75万 | 加仓 |
| OKE | ONEOK INC NEW | $2,340.71万 | 0.47% | 251,069 | -2,253 | -0.9% | -$21.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,333.28万 | 0.47% | 594,768 | 22,228 | 3.9% | $87.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,325.32万 | 0.46% | 23,483 | -2,038 | -8.0% | -$201.81万 | 减仓 |
| IJR | ISHARES TR | $2,289.93万 | 0.46% | 158,057 | 935 | 0.6% | $13.55万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,285.73万 | 0.46% | 631,244 | -11,807 | -1.8% | -$42.75万 | 减仓 |
| AVGO | BROADCOM INC | $2,255.07万 | 0.45% | 57,458 | 12,999 | 29.2% | $510.18万 | 加仓 |
| EMXC | ISHARES INC | $2,199.87万 | 0.44% | 233,680 | -4,049 | -1.7% | -$38.12万 | 减仓 |
| LLY | ELI LILLY & CO | $2,160.18万 | 0.43% | 18,216 | -3,758 | -17.1% | -$445.65万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,155.44万 | 0.43% | 382,036 | 9,090 | 2.4% | $51.29万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,107.90万 | 0.42% | 242,539 | 32,487 | 15.5% | $282.34万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,050.02万 | 0.41% | 272,428 | -6,859 | -2.5% | -$51.61万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,979.29万 | 0.40% | 482,284 | -4,099 | -0.8% | -$16.82万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,953.54万 | 0.39% | 471,187 | 40,563 | 9.4% | $168.17万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,944.65万 | 0.39% | 383,636 | -25,822 | -6.3% | -$130.89万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,934.59万 | 0.39% | 389,449 | 124,514 | 47.0% | $618.52万 | 加仓 |
| IWC | ISHARES TR | $1,875.40万 | 0.38% | 99,464 | -146 | -0.1% | -$2.75万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,868.73万 | 0.37% | 92,306 | 2,363 | 2.6% | $47.84万 | 加仓 |
| IGIB | ISHARES TR | $1,780.10万 | 0.36% | 341,081 | 40,331 | 13.4% | $210.49万 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $1,742.35万 | 0.35% | 192,679 | 614 | 0.3% | $5.55万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,738.61万 | 0.35% | 530,550 | -22,981 | -4.2% | -$75.31万 | 减仓 |
| SNTH | TIDAL TRUST III | $1,713.28万 | 0.34% | 584,138 | 211,737 | 56.9% | $621.03万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,637.77万 | 0.33% | 215,667 | 41,629 | 23.9% | $316.13万 | 加仓 |
| — | EA SERIES TRUST | $1,617.46万 | 0.32% | 337,596 | 4,215 | 1.3% | $20.19万 | 加仓 |
| BN | BROOKFIELD CORP | $1,616.59万 | 0.32% | 392,282 | -16,056 | -3.9% | -$66.17万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,589.69万 | 0.32% | 587,036 | 51,156 | 9.5% | $138.53万 | 加仓 |
| ITOT | ISHARES TR | $1,554.30万 | 0.31% | 96,010 | -589 | -0.6% | -$9.54万 | 减仓 |
| ABBV | ABBVIE INC | $1,522.10万 | 0.30% | 59,244 | 662 | 1.1% | $17.01万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,521.53万 | 0.30% | 101,550 | 2,823 | 2.9% | $42.30万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,502.70万 | 0.30% | 372,554 | -1,098 | -0.3% | -$4.43万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,493.29万 | 0.30% | 447,094 | 63,588 | 16.6% | $212.38万 | 加仓 |
| IWD | ISHARES TR | $1,347.63万 | 0.27% | 54,741 | 992 | 1.8% | $24.42万 | 加仓 |
| MTUM | ISHARES TR | $1,285.69万 | 0.26% | 40,948 | -27 | -0.1% | -$8,477 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,280.88万 | 0.26% | 522,596 | 12,105 | 2.4% | $29.67万 | 加仓 |
| V | VISA INC | $1,277.86万 | 0.26% | 36,344 | 34 | 0.1% | $1.20万 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $1,210.73万 | 0.24% | 159,601 | 18,937 | 13.5% | $143.66万 | 加仓 |
| TRGP | TARGA RES CORP | $1,193.86万 | 0.24% | 41,805 | -1,509 | -3.5% | -$43.09万 | 减仓 |
| IEF | ISHARES TR | $1,136.67万 | 0.23% | 122,421 | 15,089 | 14.1% | $140.10万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,119.52万 | 0.22% | 154,951 | -21,955 | -12.4% | -$158.62万 | 减仓 |
| — | EXXON MOBIL CORP | $1,090.75万 | 0.22% | 69,524 | 2,406 | 3.6% | $37.75万 | 加仓 |
| IJS | ISHARES TR | $1,075.51万 | 0.22% | 79,292 | 13,996 | 21.4% | $189.84万 | 加仓 |
| GEV | GE VERNOVA INC | $1,066.45万 | 0.21% | 10,342 | 162 | 1.6% | $16.71万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,063.35万 | 0.21% | 571,386 | -4,240 | -0.7% | -$7.89万 | 减仓 |
| IWM | ISHARES TR | $1,058.47万 | 0.21% | 36,238 | 785 | 2.2% | $22.93万 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $1,040.74万 | 0.21% | 152,000 | 152,000 | — | $1,040.74万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,030.15万 | 0.21% | 201,280 | -2,184 | -1.1% | -$11.18万 | 减仓 |
| ETR | ENTERGY CORP NEW | $1,019.64万 | 0.20% | 88,052 | 10 | 0.0% | $1,158 | 加仓 |
| TSLA | TESLA INC | $1,016.42万 | 0.20% | 31,794 | 12,835 | 67.7% | $410.32万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1,007.15万 | 0.20% | 71,639 | -988 | -1.4% | -$13.89万 | 减仓 |
| IEFA | ISHARES TR | $996.92万 | 0.20% | 104,106 | 1,703 | 1.7% | $16.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $995.91万 | 0.20% | 142,721 | 19,265 | 15.6% | $134.43万 | 加仓 |
| EFA | ISHARES TR | $974.42万 | 0.19% | 94,696 | 4,023 | 4.4% | $41.40万 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $970.36万 | 0.19% | 468,773 | 30,690 | 7.0% | $63.53万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $970.19万 | 0.19% | 205,637 | 28,803 | 16.3% | $135.89万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $951.51万 | 0.19% | 40,106 | 1,794 | 4.7% | $42.56万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $950.45万 | 0.19% | 1,043,303 | -20,874 | -2.0% | -$19.02万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $885.96万 | 0.18% | 499,130 | 26,897 | 5.7% | $47.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $883.17万 | 0.18% | 9,537 | 331 | 3.6% | $30.65万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $881.83万 | 0.18% | 133,388 | 5,628 | 4.4% | $37.21万 | 加仓 |