IPG Investment Advisors LLC
SAN DIEGO CA · SEC CIK 0001602237
$6.96亿2026Q2 申报市值
268持仓数
34.5%前十大占比 · 第一大 7.8%
55 / 40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
LQD 加仓+$816.40万
SLQD 加仓+$438.35万
IEF 加仓+$390.25万
COHR 新建仓+$351.08万
KLAC 重新持有+$337.64万
2026Q2 卖出最多 按季末市值估算
MUSA 减仓-$572.82万
MU 减仓-$563.52万
BLDR 清仓-$496.36万
ASML 减仓-$342.18万
GNRC 减仓-$330.17万
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 |
|---|---|---|---|---|---|---|---|---|
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -60,289 | -100.0% | -$496.36万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,686 | -100.0% | -$185.57万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -15,271 | -100.0% | -$165.31万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -6,556 | -100.0% | -$164.38万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -6,144 | -100.0% | -$163.20万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -24,995 | -100.0% | -$159.07万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -7,616 | -100.0% | -$158.48万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -10,912 | -100.0% | -$153.98万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -7,943 | -100.0% | -$153.22万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -4,442 | -100.0% | -$153.20万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -35,488 | -100.0% | -$153.17万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,415 | -100.0% | -$152.90万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,443 | -100.0% | -$147.80万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -5,044 | -100.0% | -$147.12万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -14,855 | -100.0% | -$103.15万 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -11,350 | -100.0% | -$67.18万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,789 | -100.0% | -$57.39万 | 清仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,679 | -100.0% | -$56.89万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -18,550 | -100.0% | -$52.09万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -27,000 | -100.0% | -$43.79万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -807 | -100.0% | -$32.00万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -3,649 | -100.0% | -$30.13万 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | -6,400 | -100.0% | -$29.87万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -855 | -100.0% | -$29.22万 | 清仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $0 | 0.00% | 0 | -3,475 | -100.0% | -$28.13万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | -695 | -100.0% | -$27.39万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -15,050 | -100.0% | -$26.04万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -630 | -100.0% | -$25.66万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -795 | -100.0% | -$25.66万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,670 | -100.0% | -$23.27万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -15,744 | -100.0% | -$22.18万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -24,531 | -100.0% | -$22.18万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -15,098 | -100.0% | -$21.79万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,023 | -100.0% | -$21.17万 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -6,300 | -100.0% | -$20.97万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,945 | -100.0% | -$20.41万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,013 | -100.0% | -$20.16万 | 清仓 |
| BETA | BETA TECHNOLOGIES INC | $0 | 0.00% | 0 | -13,050 | -100.0% | -$19.18万 | 清仓 |
| — | SLEEP NUMBER CORP | $0 | 0.00% | 0 | -83,056 | -100.0% | -$14.91万 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -14,500 | -100.0% | -$12.72万 | 清仓 |
| — | CELULARITY INC | $1.03万 | 0.00% | 17,169 | 0 | 0.0% | — | 不变 |
| — | CIBUS INC | $1.37万 | 0.00% | 10,000 | 10,000 | — | $1.37万 | 新建仓 |
| — | QUANTUM SI INC | $2.73万 | 0.00% | 30,864 | 30,864 | — | $2.73万 | 新建仓 |
| OPK | OPKO HEALTH INC | $4.50万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $4.69万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $4.84万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $4.90万 | 0.01% | 13,576 | 0 | 0.0% | — | 不变 |
| TMQ | TRILOGY METALS INC NEW | $5.20万 | 0.01% | 14,850 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $5.68万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC | $6.50万 | 0.01% | 72,050 | 46,550 | 182.5% | $4.20万 | 加仓 |
| TAL | TAL ED GROUP | $9.57万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| TIGR | UP FINTECH HLDG LTD | $11.60万 | 0.02% | 26,370 | 10,520 | 66.4% | $4.63万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $11.64万 | 0.02% | 16,513 | 16,513 | — | $11.64万 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $14.91万 | 0.02% | 14,500 | 14,500 | — | $14.91万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $15.87万 | 0.02% | 19,277 | 19,277 | — | $15.87万 | 新建仓 |
| BTAL | AGF INVTS TR | $16.92万 | 0.02% | 15,176 | 3,400 | 28.9% | $3.79万 | 加仓 |
| JOBY | JOBY AVIATION INC | $17.84万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $19.14万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $20.05万 | 0.03% | 3,397 | 3,397 | — | $20.05万 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $20.17万 | 0.03% | 3,410 | 3,410 | — | $20.17万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $20.21万 | 0.03% | 570 | -845 | -59.7% | -$29.96万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.28万 | 0.03% | 857 | 857 | — | $20.28万 | 新建仓 |
| GFI | GOLD FIELDS LTD | $20.49万 | 0.03% | 6,100 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $20.84万 | 0.03% | 608 | -200 | -24.8% | -$6.86万 | 重新持有 |
| MAGS | LISTED FDS TR | $20.90万 | 0.03% | 3,250 | 3,250 | — | $20.90万 | 新建仓 |
| WFC | WELLS FARGO & CO | $21.07万 | 0.03% | 2,550 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $21.28万 | 0.03% | 1,065 | 1,065 | — | $21.28万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $21.53万 | 0.03% | 1,600 | 0 | 0.0% | — | 重新持有 |
| SPYG | SPDR SERIES TRUST | $21.64万 | 0.03% | 1,818 | 1,818 | — | $21.64万 | 新建仓 |
| IWN | ISHARES TR | $21.70万 | 0.03% | 981 | 0 | 0.0% | — | 不变 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $21.83万 | 0.03% | 2,393 | -1,709 | -41.7% | -$15.59万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $21.83万 | 0.03% | 549 | -2,187 | -79.9% | -$86.97万 | 重新持有 |
| PENG | PENGUIN SOLUTIONS INC | $22.14万 | 0.03% | 2,913 | 2,913 | — | $22.14万 | 新建仓 |
| — | KRANESHARES TRUST | $22.15万 | 0.03% | 8,048 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $22.17万 | 0.03% | 662 | 662 | — | $22.17万 | 新建仓 |
| V | VISA INC | $22.20万 | 0.03% | 647 | 647 | — | $22.20万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $22.23万 | 0.03% | 3,900 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $22.44万 | 0.03% | 1,200 | -2,555 | -68.0% | -$47.78万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $22.53万 | 0.03% | 20,155 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $22.57万 | 0.03% | 44,614 | -4,915 | -9.9% | -$2.49万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.59万 | 0.03% | 3,675 | 3,675 | — | $22.59万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $22.59万 | 0.03% | 18,828 | -86,785 | -82.2% | -$104.14万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $22.67万 | 0.03% | 10,600 | -2,200 | -17.2% | -$4.71万 | 减仓 |
| FROG | JFROG LTD | $22.77万 | 0.03% | 2,505 | 2,505 | — | $22.77万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $22.82万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $22.92万 | 0.03% | 2,205 | -165 | -7.0% | -$1.72万 | 减仓 |
| BX | BLACKSTONE INC | $23.22万 | 0.03% | 1,973 | 1,973 | — | $23.22万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $23.30万 | 0.03% | 880 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $23.69万 | 0.03% | 3,449 | -87 | -2.5% | -$5,975 | 减仓 |
| XMTR | XOMETRY INC | $24.13万 | 0.03% | 2,500 | 2,500 | — | $24.13万 | 新建仓 |
| TE | T1 ENERGY INC | $24.41万 | 0.04% | 25,750 | 25,750 | — | $24.41万 | 新建仓 |
| XME | SPDR SERIES TRUST | $25.32万 | 0.04% | 2,368 | 2,368 | — | $25.32万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $25.33万 | 0.04% | 12,000 | -359 | -2.9% | -$7,578 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $25.57万 | 0.04% | 2,180 | 2,180 | — | $25.57万 | 新建仓 |
| NVT | NVENT ELEC PLC | $25.70万 | 0.04% | 1,515 | -200 | -11.7% | -$3.39万 | 减仓 |
| FSM | FORTUNA MNG CORP | $25.77万 | 0.04% | 30,500 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $25.82万 | 0.04% | 5,386 | 100 | 1.9% | $4,794 | 加仓 |
| GDXJ | VANECK ETF TRUST | $26.04万 | 0.04% | 2,650 | 800 | 43.2% | $7.86万 | 重新持有 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $26.04万 | 0.04% | 5,720 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $26.13万 | 0.04% | 540 | 540 | — | $26.13万 | 新建仓 |