CP

Chicago Partners Investment Group LLC

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$44.8億

申報季度: 2026-03-31 · 持股檔數: 1511

Chicago Partners Investment Group LLC在最新一期 13F 報告中揭露了 1511 項持股，申報期為 2026-03-31，總持股市值約為 US$44.8億，季度換手率為 14.8%。

機構性格雪花圖

集中度
3.22
持倉穩定性
14.83
動能／逆勢
100
產業集中度
47.23
多樣化
100
倉位均衡度
67.39

近期動向

  • 減碼 VGSH

    -95.7%　-US$1162.0萬

  • 加碼 AVGO

    +69.1%　US$1037.7萬

  • 減碼 SFLR

    -5.9%　-US$342.0萬

  • 減碼 DUSB

    -18.9%　-US$486.6萬

  • 減碼 BX

    +1.3%　-US$420.3萬

  • 加碼 VUSB

    +107.7%　US$682.2萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 1443 大持股（共 1511 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1VOOVanguard S&p 500 ETFETF-大型股與成長4.08%-0.08%+4.93%
2VOVanguard Mid-cap ETFETF-其他2.76%-0.08%+318.16%
3NVDANvidia CORP股票-科技2.61%+0.07%+3.12%
4DFUSDimensional US Eq Mkt ETFETF-其他1.92%-0.09%+1.74%
5AAPLApple INC股票-科技1.84%+0.04%+2.52%
6EPDEnterprise Products Partners股票-能源1.74%+0.07%+0.98%
7VUGVanguard Growth ETFETF-其他1.68%-0.09%+508.39%
8BRK-BBerkshire Hathaway Inc-cl B股票-其他1.65%—+1.56%
9ETEnergy Transfer LP股票-能源1.46%-0.04%+1.51%
10IJHIshares Core S&p Midcap ETFETF-其他1.45%—-2.01%
11MSFTMicrosoft CORP股票-科技1.28%—+7.96%
12SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.25%-0.06%+2.23%
13DFASDimensional US Small Cap ETFETF-中小型股1.17%-0.06%+2.07%
14VBVanguard Small-cap ETFETF-其他1.16%-0.01%+6.09%
15SCHXSchwab US Large-cap ETFETF-其他1.15%-0.01%+5.75%
16IVVIshares Core S&p 500 ETFETF-大型股與成長1.07%-0.04%+2.91%
17SFLRInnovator Eqty Mgd Floor ETFETF-其他1.04%-0.20%-5.93%
18VTIVanguard Total Stock Mkt ETFETF-其他1.00%+0.03%+10.12%
19DUHPDimensional US High Profi EtETF-其他0.96%—+2.55%
20IWSIshares Russell Mid-cap ValuETF-其他0.89%—-3.12%
21AMZNAmazon.com INC股票-循環性消費0.88%+0.04%+7.96%
22DFACDimensional US Core Equity 2ETF-其他0.84%-0.02%+3.96%
23SCHMSchwab US Mid Cap ETFETF-其他0.77%+0.02%+6.82%
24MDYState Street Spdr S&p MidcapETF-其他0.68%—+0.14%
25IGSBIshares 1-5y Inv Grade CORPETF-其他0.67%-0.01%+9.85%
26AVLVAvantis US Large Cap ValueETF-大型股與成長0.66%-0.01%+2.05%
27JPMJpmorgan Chase & Co股票-金融0.65%+0.01%+7.39%
28BXBlackstone INC股票-金融0.65%-0.17%+1.34%
29GOOGLAlphabet Inc-cl A股票-通訊服務0.64%—+6.48%
30QQQInvesco Qqq Trust Series 1ETF-科技型0.61%—+3.69%
31MPLXMplx LP股票-能源0.61%—+1.47%
32GOOGAlphabet Inc-cl C股票-通訊服務0.60%—+4.54%
33AVUSAvantis U.s. Equity ETFETF-其他0.60%—+2.06%
34SCHBSchwab US Broad Market ETFETF-其他0.59%—+0.31%
35SCHASchwab US Small-cap ETFETF-其他0.59%+0.01%+7.44%
36DFAIDimensional International CoETF-其他0.58%—+6.97%
37AVUVAvantis US Small Cap ValueETF-中小型股0.57%—-0.85%
38GBILGoldman Sachs Access TreasurETF-避險與商品0.57%+0.09%+30.62%
39VTVVanguard Value ETFETF-其他0.57%—+4.90%
40DFAXDimensional World Ex US CoreETF-其他0.52%—-0.25%
41AMDAdvanced Micro Devices股票-科技0.52%+0.03%-0.08%
42DFICDimensional International CoETF-其他0.50%—+3.76%
43METAMeta Platforms Inc-class A股票-通訊服務0.50%—+3.40%
44OKEOneok INC股票-能源0.49%—-3.18%
45JEPIJpmorgan Equity Premium IncoETF-其他0.48%—+2.84%
46EMXCIshares Msci Emr Mrk Ex ChnaETF-其他0.48%+0.02%+0.51%
47IJRIshares Core S&p Small-cap EETF-中小型股0.48%—+2.75%
48DFSVDimensional US Small Cap ValETF-中小型股0.48%—+3.21%
49DUSBDimension Ultrashort Fi ETFETF-其他0.46%-0.17%-18.93%
50LLYEli Lilly & Co股票-醫療保健0.45%-0.11%+2.66%
1–50 of 1,443

本季持股變動

Chicago Partners Investment Group LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Ibonds 2028 Tm Hy In (IBHH); 新建倉: Ishrs Ibds 2030 Hy & INC ETF (IBHJ); 新建倉: Westwd Sat Encd Mdstr In ETF (MDST); 減碼: Vanguard Short-term Treasury (VGSH) — 股數 -95.69%; 加碼: Broadcom INC (AVGO) — 股數 +69.12%.

Chicago Partners Investment Group LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1AVGOBroadcom INC+0.2%+69.12%加碼
2VUSBVanguard Ultra Short Bond Et+0.1%+107.74%加碼
3GEVGE Vernova INC+0.1%+9.63%加碼
4GBILGoldman Sachs Access Treasur+0.1%+30.62%加碼
5IBDWIshares Ibonds Dec 2031 CORP+0.1%+1647.52%加碼
6IBDUIshares Ibonds Dec 2029 Term+0.1%+1643.66%加碼
7IBDTIshares Ibonds Dec 2028 ETF+0.1%+755.85%加碼
8IBDVIshares Ibonds Dec 2030 CORP+0.1%+1669.87%加碼
9EFAAInvesco Msci Eafe Income Adv+0.1%+280.74%加碼
10MUMicron Technology INC+0.1%+22.73%加碼
11NVDANvidia CORP+0.1%+3.12%加碼
12EPDEnterprise Products Partners+0.1%+0.98%加碼
13SNTHMrp Synthequity ETF+0.1%+52.97%加碼
14GLWCorning INC+0.1%-4.70%減碼
15AAPLApple INC0%+2.52%加碼
16AMZNAmazon.com INC0%+7.96%加碼
17IGIBIshares 5-10y Inv Grade CORP0%+24.02%加碼
18VTIVanguard Total Stock Mkt ETF0%+10.12%加碼
19AMDAdvanced Micro Devices0%-0.08%減碼
20DEXCDimensional Em Ex Cce ETF0%+14.53%加碼
21SCHMSchwab US Mid Cap ETF0%+6.82%加碼
22EMXCIshares Msci Emr Mrk Ex Chna0%+0.51%加碼
23JPMJpmorgan Chase & Co0%+7.39%加碼
24SCHASchwab US Small-cap ETF0%+7.44%加碼
25GOOGLAlphabet Inc-cl A—+6.48%加碼
26QQQInvesco Qqq Trust Series 1—+3.69%加碼
27DFAIDimensional International Co—+6.97%加碼
28VBVanguard Small-cap ETF0%+6.09%加碼
29SCHXSchwab US Large-cap ETF0%+5.75%加碼
30AVLVAvantis US Large Cap Value0%+2.05%加碼
31IGSBIshares 1-5y Inv Grade CORP0%+9.85%加碼
32DFACDimensional US Core Equity 20%+3.96%加碼
33ETEnergy Transfer LP0%+1.51%加碼
34IVVIshares Core S&p 500 ETF0%+2.91%加碼
35SPYSs Spdr S&p 500 ETF Trust-us-0.1%+2.23%加碼
36DFASDimensional US Small Cap ETF-0.1%+2.07%加碼
37VOOVanguard S&p 500 ETF-0.1%+4.93%加碼
38VOVanguard Mid-cap ETF-0.1%+318.16%加碼
39DFUSDimensional US Eq Mkt ETF-0.1%+1.74%加碼
40VUGVanguard Growth ETF-0.1%+508.39%加碼
41OWLBlue Owl Capital INC-0.1%+2.36%加碼
42ASTSAst Spacemobile INC-0.1%+5.14%加碼
43LLYEli Lilly & Co-0.1%+2.66%加碼
44DUSBDimension Ultrashort Fi ETF-0.2%-18.93%減碼
45BXBlackstone INC-0.2%+1.34%加碼
46SFLRInnovator Eqty Mgd Floor ETF-0.2%-5.93%減碼
47VGSHVanguard Short-term Treasury-0.3%-95.69%減碼
48IBHHIshares Ibonds 2028 Tm Hy In—NEW新建倉
49IBHJIshrs Ibds 2030 Hy & INC ETF—NEW新建倉
50MDSTWestwd Sat Encd Mdstr In ETF—NEW新建倉

FAQ

Chicago Partners Investment Group LLC 是什麼機構？屬於哪種投資人類型？
Chicago Partners Investment Group LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$44.8億，分佈在 1511 個已申報部位之中。
Chicago Partners Investment Group LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Chicago Partners Investment Group LLC 按市值排列的前幾大持股為： 1. Vanguard S&p 500 ETF (VOO) — US$1.8億 (4.1%) 2. Vanguard Mid-cap ETF (VO) — US$1.2億 (2.8%) 3. Nvidia CORP (NVDA) — US$1.2億 (2.6%) 4. Dimensional US Eq Mkt ETF (DFUS) — US$8578.2萬 (1.9%) 5. Apple INC (AAPL) — US$8235.0萬 (1.8%)
Chicago Partners Investment Group LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Chicago Partners Investment Group LLC 共進行了 50 項顯著調整：新建倉 3 個部位、加碼 42 個既有持股、減碼 5 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Ishares Ibonds 2028 Tm Hy In (IBHH); 新建倉: Ishrs Ibds 2030 Hy & INC ETF (IBHJ); 新建倉: Westwd Sat Encd Mdstr In ETF (MDST); 減碼: Vanguard Short-term Treasury (VGSH) — 股數 -95.69%; 加碼: Broadcom INC (AVGO) — 股數 +69.12%
Chicago Partners Investment Group LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Chicago Partners Investment Group LLC 的主要板塊分佈如下： • Information Technology: 26.9% • Financials: 18.4% • Energy: 16.9% • Industrials: 8.3% • Consumer Discretionary: 7.4% • Health Care: 6.3%