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 |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | $26.16万 | 0.04% | 251 | 251 | — | $26.16万 | 新建仓 |
| LDUR | PIMCO ETF TR | $26.23万 | 0.04% | 2,743 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $26.35万 | 0.04% | 826 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $27.30万 | 0.04% | 7,580 | 7,580 | — | $27.30万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $27.38万 | 0.04% | 1,760 | 1,760 | — | $27.38万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $27.80万 | 0.04% | 1,034 | -6,478 | -86.2% | -$174.17万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $28.43万 | 0.04% | 11,615 | -85 | -0.7% | -$2,081 | 减仓 |
| SPYI | NEOS ETF TRUST | $28.66万 | 0.04% | 5,399 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $28.79万 | 0.04% | 2,258 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $29.29万 | 0.04% | 790 | 40 | 5.3% | $1.48万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $29.51万 | 0.04% | 4,330 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $29.63万 | 0.04% | 1,831 | 1,831 | — | $29.63万 | 新建仓 |
| B | BARRICK MNG CORP | $30.14万 | 0.04% | 8,200 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $30.41万 | 0.04% | 4,031 | 938 | 30.3% | $7.08万 | 加仓 |
| USIG | ISHARES TR | $30.91万 | 0.04% | 6,027 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $31.15万 | 0.04% | 635 | 635 | — | $31.15万 | 新建仓 |
| CGNX | COGNEX CORP | $31.32万 | 0.05% | 4,325 | 4,325 | — | $31.32万 | 新建仓 |
| EMB | ISHARES TR | $31.66万 | 0.05% | 3,283 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $31.93万 | 0.05% | 1,970 | 1,970 | — | $31.93万 | 新建仓 |
| IWB | ISHARES TR | $31.97万 | 0.05% | 781 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $33.16万 | 0.05% | 1,368 | -108 | -7.3% | -$2.62万 | 减仓 |
| URA | GLOBAL X FDS | $33.21万 | 0.05% | 7,600 | -697 | -8.4% | -$3.05万 | 减仓 |
| CEMB | ISHARES INC | $33.73万 | 0.05% | 7,389 | 611 | 9.0% | $2.79万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $33.77万 | 0.05% | 1,988 | -18,337 | -90.2% | -$311.51万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $33.93万 | 0.05% | 1,003 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $34.13万 | 0.05% | 2,200 | -830 | -27.4% | -$12.88万 | 减仓 |
| NASA | TEMA ETF TRUST | $34.63万 | 0.05% | 11,400 | 11,400 | — | $34.63万 | 新建仓 |
| MRK | MERCK & CO INC | $34.87万 | 0.05% | 2,702 | -13,125 | -82.9% | -$169.38万 | 减仓 |
| QQQI | NEOS ETF TRUST | $35.07万 | 0.05% | 6,175 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $35.65万 | 0.05% | 6,650 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $36.65万 | 0.05% | 965 | 965 | — | $36.65万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $38.98万 | 0.06% | 3,715 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $39.63万 | 0.06% | 2,498 | 888 | 55.2% | $14.09万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $39.90万 | 0.06% | 1,091 | -1,296 | -54.3% | -$47.39万 | 减仓 |
| ARKK | ARK ETF TR | $40.70万 | 0.06% | 5,036 | -315 | -5.9% | -$2.55万 | 减仓 |
| FXI | ISHARES TR | $40.87万 | 0.06% | 12,938 | 1,375 | 11.9% | $4.34万 | 加仓 |
| MOAT | VANECK ETF TRUST | $41.44万 | 0.06% | 3,986 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $41.63万 | 0.06% | 17,625 | -907 | -4.9% | -$2.14万 | 减仓 |
| — | ISHARES ETHEREUM TR | $41.76万 | 0.06% | 35,123 | 1,725 | 5.2% | $2.05万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $42.25万 | 0.06% | 22,390 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $42.79万 | 0.06% | 1,145 | -5,844 | -83.6% | -$218.41万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $43.75万 | 0.06% | 9,500 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $43.88万 | 0.06% | 11,100 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $45.17万 | 0.06% | 5,284 | 1,414 | 36.5% | $12.09万 | 加仓 |
| GLW | CORNING INC | $46.51万 | 0.07% | 1,821 | 290 | 18.9% | $7.41万 | 加仓 |
| MSTR | STRATEGY INC | $47.81万 | 0.07% | 5,500 | 376 | 7.3% | $3.27万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $47.83万 | 0.07% | 9,005 | -2,854 | -24.1% | -$15.16万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $48.17万 | 0.07% | 2,860 | 515 | 22.0% | $8.67万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.02万 | 0.07% | 8,548 | 2,215 | 35.0% | $13.22万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $53.04万 | 0.08% | 3,900 | 500 | 14.7% | $6.80万 | 加仓 |
| SHOP | SHOPIFY INC | $53.45万 | 0.08% | 4,681 | 1,937 | 70.6% | $22.12万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $53.73万 | 0.08% | 2,211 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $55.92万 | 0.08% | 2,025 | -3,375 | -62.5% | -$93.21万 | 减仓 |
| SE | SEA LTD | $56.20万 | 0.08% | 5,865 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $56.49万 | 0.08% | 7,064 | 529 | 8.1% | $4.23万 | 加仓 |
| QUAL | ISHARES TR | $57.86万 | 0.08% | 2,637 | -182 | -6.5% | -$3.99万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $58.41万 | 0.08% | 1,928 | -33 | -1.7% | -$9,998 | 减仓 |
| CAT | CATERPILLAR INC | $59.21万 | 0.09% | 556 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $59.66万 | 0.09% | 9,250 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $64.47万 | 0.09% | 4,617 | -1,058 | -18.6% | -$14.77万 | 减仓 |
| AGG | ISHARES TR | $64.73万 | 0.09% | 6,540 | 496 | 8.2% | $4.91万 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $65.10万 | 0.09% | 14,317 | 8,930 | 165.8% | $40.60万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $66.49万 | 0.10% | 12,612 | 462 | 3.8% | $2.44万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $69.41万 | 0.10% | 1,329 | 62 | 4.9% | $3.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $71.00万 | 0.10% | 9,965 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $72.02万 | 0.10% | 6,026 | -7,078 | -54.0% | -$84.60万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $72.89万 | 0.10% | 29,690 | 29,690 | — | $72.89万 | 新建仓 |
| NFLX | NETFLIX INC. | $73.15万 | 0.11% | 10,245 | -15,452 | -60.1% | -$110.33万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $74.59万 | 0.11% | 26,256 | 26,256 | — | $74.59万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $76.95万 | 0.11% | 8,660 | 1,185 | 15.9% | $10.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $78.43万 | 0.11% | 1,887 | -237 | -11.2% | -$9.85万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $80.92万 | 0.12% | 4,247 | 150 | 3.7% | $2.86万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $81.65万 | 0.12% | 27,064 | -4,277 | -13.6% | -$12.90万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $82.10万 | 0.12% | 9,137 | 4,632 | 102.8% | $41.62万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $82.19万 | 0.12% | 10,400 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $83.19万 | 0.12% | 12,670 | -21,310 | -62.7% | -$139.92万 | 减仓 |
| QCOM | QUALCOMM INC | $84.43万 | 0.12% | 4,569 | -2,225 | -32.7% | -$41.12万 | 减仓 |
| VGNT | VERSIGENT PLC | $87.07万 | 0.13% | 20,725 | 20,725 | — | $87.07万 | 新建仓 |
| GRNY | TIDAL TRUST I | $88.76万 | 0.13% | 32,100 | 4,300 | 15.5% | $11.89万 | 加仓 |
| SOXX | ISHARES TR | $91.12万 | 0.13% | 1,422 | -59 | -4.0% | -$3.78万 | 减仓 |
| RKLB | ROCKET LAB CORP | $92.56万 | 0.13% | 9,106 | 2,540 | 38.7% | $25.82万 | 加仓 |
| OUST | OUSTER INC | $93.30万 | 0.13% | 14,924 | 4,924 | 49.2% | $30.78万 | 加仓 |
| XBI | SPDR SERIES TRUST | $93.49万 | 0.13% | 5,908 | 2,852 | 93.3% | $45.13万 | 加仓 |
| SMH | VANECK ETF TRUST | $93.73万 | 0.13% | 1,429 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $99.17万 | 0.14% | 6,767 | -4,509 | -40.0% | -$66.08万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $99.66万 | 0.14% | 1,032 | 142 | 16.0% | $13.71万 | 加仓 |
| IGV | ISHARES TR | $101.03万 | 0.15% | 11,151 | 3,086 | 38.3% | $27.96万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $103.58万 | 0.15% | 23,989 | 6,295 | 35.6% | $27.18万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $104.80万 | 0.15% | 24,270 | 7,630 | 45.9% | $32.95万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $109.32万 | 0.16% | 41,005 | -40 | -0.1% | -$1,066 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $110.14万 | 0.16% | 2,848 | -996 | -25.9% | -$38.52万 | 减仓 |
| NU | NU HLDGS LTD | $110.92万 | 0.16% | 83,026 | 8,880 | 12.0% | $11.86万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $115.50万 | 0.17% | 250,000 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $116.11万 | 0.17% | 27,378 | 1,039 | 3.9% | $4.41万 | 加仓 |
| DGRO | ISHARES TR | $118.04万 | 0.17% | 15,575 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $122.42万 | 0.18% | 5,188 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $129.51万 | 0.19% | 20,300 | 1,750 | 9.4% | $11.16万 | 加仓 |
| CORP | PIMCO ETF TR | $133.24万 | 0.19% | 13,750 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $133.87万 | 0.19% | 5,896 | 802 | 15.7% | $18.21万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $136.37万 | 0.20% | 16,500 | 0 | 0.0% | — | 不变 |