Chicago Partners Investment Group LLC 13F 持仓 · 2026年Q2
Chicago Partners Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,521 只证券，申报市值合计 50.01 亿美元。前几大持仓：VOO（3.90%）、NVDA（2.78%）、VO（2.73%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $195.0M | 3.90% | 287,380 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $139.2M | 2.78% | 666,805 | 增持 |
| 3 | VO | VANGUARD INDEX FDS | $136.3M | 2.73% | 1.7M | 增持 |
| 4 | AAPL | APPLE INC | $108.3M | 2.17% | 336,798 | 增持 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $92.8M | 1.86% | 1.1M | 增持 |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L | $80.6M | 1.61% | 2.1M | 增持 |
| 7 | VUG | VANGUARD INDEX FDS | $78.1M | 1.56% | 932,446 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $74.8M | 1.50% | 152,340 | 减持 |
| 9 | ET | ENERGY TRANSFER L P | $70.0M | 1.40% | 3.4M | 减持 |
| 10 | IJH | ISHARES TR | $68.1M | 1.36% | 902,005 | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $63.4M | 1.27% | 85,825 | 增持 |
| 12 | VB | VANGUARD INDEX FDS | $56.6M | 1.13% | 192,065 | 增持 |
| 13 | SCHX | SCHWAB STRATEGIC TR | $56.0M | 1.12% | 1.9M | 增持 |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $55.1M | 1.10% | 684,518 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $54.1M | 1.08% | 141,734 | 增持 |
| 16 | IVV | ISHARES TR | $51.6M | 1.03% | 69,596 | 增持 |
| 17 | VTI | VANGUARD INDEX FDS | $51.1M | 1.02% | 140,126 | 增持 |
| 18 | DUHP | DIMENSIONAL ETF TRUST | $46.2M | 0.92% | 1.1M | 增持 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $43.4M | 0.87% | 80,384 | 增持 |
| 20 | SFLR | INNOVATOR ETFS TRUST | $42.2M | 0.84% | 1.1M | 减持 |
| 21 | IWS | ISHARES TR | $41.4M | 0.83% | 251,143 | 减持 |
| 22 | AMZN | AMAZON COM INC | $39.8M | 0.80% | 170,152 | 增持 |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $38.3M | 0.77% | 869,885 | 减持 |
| 24 | SCHM | SCHWAB STRATEGIC TR | $38.6M | 0.77% | 1.1M | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO | $33.7M | 0.67% | 96,420 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR