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 |
|---|---|---|---|---|---|---|---|---|
| — | TOPBUILD COR | $138.69万 | 0.20% | 3,912 | 3,912 | — | $138.69万 | 新建仓 |
| DIS | DISNEY WALT CO | $145.26万 | 0.21% | 14,975 | -224 | -1.5% | -$2.17万 | 减仓 |
| IAU | ISHARES GOLD TR | $148.16万 | 0.21% | 19,621 | 1,874 | 10.6% | $14.15万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.22% | 2 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $164.41万 | 0.24% | 60,645 | -7,620 | -11.2% | -$20.66万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $164.75万 | 0.24% | 17,019 | 8,415 | 97.8% | $81.46万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $165.47万 | 0.24% | 1,197 | 1,197 | — | $165.47万 | 新建仓 |
| BAC | BANK OF AMER CORP | $167.26万 | 0.24% | 29,355 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $167.73万 | 0.24% | 26,880 | 26,880 | — | $167.73万 | 新建仓 |
| BWA | BORGWARNER INC | $171.54万 | 0.25% | 25,835 | -10,390 | -28.7% | -$68.99万 | 重新持有 |
| PWR | QUANTA SVCS INC | $172.09万 | 0.25% | 2,390 | -342 | -12.5% | -$24.63万 | 减仓 |
| EEM | ISHARES TR | $172.56万 | 0.25% | 25,225 | 68 | 0.3% | $4,652 | 加仓 |
| TJX | TJX COS INC NEW | $178.77万 | 0.26% | 11,800 | 1,508 | 14.7% | $22.85万 | 加仓 |
| MELI | MERCADOLIBRE INC | $179.07万 | 0.26% | 1,055 | 766 | 265.1% | $130.02万 | 加仓 |
| WAB | WABTEC | $181.71万 | 0.26% | 6,740 | 6,740 | — | $181.71万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $183.33万 | 0.26% | 925 | 925 | — | $183.33万 | 新建仓 |
| EIX | EDISON INTL | $186.57万 | 0.27% | 25,060 | 25,060 | — | $186.57万 | 新建仓 |
| EBAY | EBAY INC. | $187.91万 | 0.27% | 16,815 | 14,225 | 549.2% | $158.96万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $187.95万 | 0.27% | 19,554 | 19,554 | — | $187.95万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $188.11万 | 0.27% | 49,437 | 49,437 | — | $188.11万 | 新建仓 |
| WELL | WELLTOWER INC | $188.43万 | 0.27% | 8,302 | 8,302 | — | $188.43万 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $189.65万 | 0.27% | 303,930 | -21,686 | -6.7% | -$13.53万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $190.21万 | 0.27% | 5,068 | 5,068 | — | $190.21万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $190.30万 | 0.27% | 8,509 | 8,509 | — | $190.30万 | 新建仓 |
| MET | METLIFE INC | $191.41万 | 0.28% | 22,623 | 22,623 | — | $191.41万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $192.23万 | 0.28% | 4,840 | 4,840 | — | $192.23万 | 新建仓 |
| DVA | DAVITA INC | $193.82万 | 0.28% | 8,712 | 8,712 | — | $193.82万 | 新建仓 |
| IWM | ISHARES TR | $194.12万 | 0.28% | 6,461 | 477 | 8.0% | $14.33万 | 加仓 |
| CLS | CELESTICA INC | $195.43万 | 0.28% | 5,360 | 4,385 | 449.7% | $159.88万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $197.53万 | 0.28% | 11,561 | 11,561 | — | $197.53万 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST | $202.04万 | 0.29% | 27,358 | 27,358 | — | $202.04万 | 新建仓 |
| STT | STATE STR CORP | $202.71万 | 0.29% | 11,952 | 11,952 | — | $202.71万 | 新建仓 |
| CRM | SALESFORCE INC | $205.24万 | 0.29% | 13,059 | -2,025 | -13.4% | -$31.83万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $215.53万 | 0.31% | 4,339 | 836 | 23.9% | $41.53万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $218.55万 | 0.31% | 15,113 | 597 | 4.1% | $8.63万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $228.45万 | 0.33% | 7,802 | -11,276 | -59.1% | -$330.17万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $232.77万 | 0.33% | 5,395 | -5,905 | -52.3% | -$254.78万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $235.16万 | 0.34% | 4,750 | 4,750 | — | $235.16万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $235.32万 | 0.34% | 8,240 | 8,240 | — | $235.32万 | 新建仓 |
| HD | HOME DEPOT INC | $237.60万 | 0.34% | 6,737 | -900 | -11.8% | -$31.74万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $238.79万 | 0.34% | 8,016 | 5,301 | 195.2% | $157.91万 | 加仓 |
| BOXX | EA SERIES TRUST | $239.57万 | 0.34% | 20,460 | 17,423 | 573.7% | $204.01万 | 加仓 |
| APH | AMPHENOL CORP | $243.54万 | 0.35% | 13,793 | 968 | 7.5% | $17.09万 | 重新持有 |
| JBS | JBS N.V. | $245.18万 | 0.35% | 206,900 | 86,100 | 71.3% | $102.03万 | 加仓 |
| VST | VISTRA CORP | $245.88万 | 0.35% | 15,500 | 1,123 | 7.8% | $17.81万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $249.95万 | 0.36% | 48,962 | 13,702 | 38.9% | $69.95万 | 加仓 |
| LLY | ELI LILLY & CO | $254.52万 | 0.37% | 2,122 | 536 | 33.8% | $64.29万 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $264.70万 | 0.38% | 79,512 | 4,949 | 6.6% | $16.48万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $274.14万 | 0.39% | 4,292 | -1,360 | -24.1% | -$86.87万 | 减仓 |
| SNDK | SANDISK CORP | $277.62万 | 0.40% | 1,221 | 1,221 | — | $277.62万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $280.33万 | 0.40% | 33,472 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $286.97万 | 0.41% | 5,996 | -560 | -8.5% | -$26.80万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $293.30万 | 0.42% | 72,906 | 1,750 | 2.5% | $7.04万 | 加仓 |
| IVV | ISHARES TR | $294.89万 | 0.42% | 3,938 | 1,480 | 60.2% | $110.83万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $307.79万 | 0.44% | 11,318 | 9,215 | 438.2% | $250.60万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $309.26万 | 0.44% | 35,902 | -32 | -0.1% | -$2,757 | 减仓 |
| LRCX | LAM RESEARCH CORP | $328.08万 | 0.47% | 7,567 | 163 | 2.2% | $7.07万 | 加仓 |
| MS | MORGAN STANLEY | $336.53万 | 0.48% | 16,099 | -7 | -0.0% | -$1,463 | 减仓 |
| IESC | IES HOLDINGS INC | $350.14万 | 0.50% | 4,766 | -462 | -8.8% | -$33.94万 | 减仓 |
| COHR | COHERENT CORP | $351.08万 | 0.50% | 8,900 | 8,900 | — | $351.08万 | 新建仓 |
| GOOG | ALPHABET INC | $354.99万 | 0.51% | 10,047 | 3,051 | 43.6% | $107.80万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $355.67万 | 0.51% | 6,925 | -40 | -0.6% | -$2.05万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $355.80万 | 0.51% | 8,130 | -3,689 | -31.2% | -$161.45万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $371.15万 | 0.53% | 51,434 | 6,568 | 14.6% | $47.39万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $371.85万 | 0.53% | 3,975 | -1,574 | -28.4% | -$147.24万 | 减仓 |
| KLAC | KLA CORP | $385.28万 | 0.55% | 12,770 | 11,191 | 708.7% | $337.64万 | 重新持有 |
| WHR | WHIRLPOOL CORP | $390.00万 | 0.56% | 98,935 | 31,200 | 46.1% | $122.99万 | 加仓 |
| WMT | WALMART INC | $395.49万 | 0.57% | 34,919 | -13,508 | -27.9% | -$152.99万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $429.85万 | 0.62% | 651,295 | -177,430 | -21.4% | -$117.10万 | 减仓 |
| BIL | SPDR SERIES TRUST | $454.23万 | 0.65% | 49,567 | -25,580 | -34.0% | -$234.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $458.56万 | 0.66% | 14,009 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $472.05万 | 0.68% | 8,126 | -1,240 | -13.2% | -$72.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $472.87万 | 0.68% | 9,450 | 232 | 2.5% | $11.61万 | 加仓 |
| GLD | SPDR GOLD TR | $487.66万 | 0.70% | 13,238 | -1,838 | -12.2% | -$67.71万 | 减仓 |
| EWJ | ISHARES INC | $489.43万 | 0.70% | 52,475 | 1,930 | 3.8% | $18.00万 | 加仓 |
| OI | O-I GLASS INC | $527.78万 | 0.76% | 548,063 | 24,705 | 4.7% | $23.79万 | 加仓 |
| ASML | ASML HLDG NV | $578.73万 | 0.83% | 2,909 | -1,720 | -37.2% | -$342.18万 | 减仓 |
| TSLA | TESLA INC | $579.76万 | 0.83% | 13,784 | -3,140 | -18.6% | -$132.07万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $583.58万 | 0.84% | 8,497 | 483 | 6.0% | $33.17万 | 加仓 |
| SLQD | ISHARES TR | $600.83万 | 0.86% | 119,283 | 87,026 | 269.8% | $438.35万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $602.37万 | 0.87% | 109,165 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $692.17万 | 0.99% | 5,889 | 1,614 | 37.8% | $189.70万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $694.91万 | 1.00% | 78,486 | -106 | -0.1% | -$9,385 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $733.24万 | 1.05% | 7,250 | 1,272 | 21.3% | $128.65万 | 加仓 |
| JACK | JACK IN THE BOX INC | $741.96万 | 1.07% | 469,300 | -66,996 | -12.5% | -$105.92万 | 减仓 |
| AVGO | BROADCOM INC | $766.45万 | 1.10% | 20,290 | -858 | -4.1% | -$32.41万 | 减仓 |
| HEI/A | HEICO CORP NEW | $786.34万 | 1.13% | 30,489 | -3,052 | -9.1% | -$78.71万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $810.76万 | 1.17% | 103,413 | 1,574 | 1.5% | $12.34万 | 加仓 |
| TLT | ISHARES TR | $815.64万 | 1.17% | 94,381 | 1,761 | 1.9% | $15.22万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $858.04万 | 1.23% | 25,161 | 5,264 | 26.5% | $179.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $863.17万 | 1.24% | 39,608 | 320 | 0.8% | $6.97万 | 加仓 |
| META | META PLATFORMS INC | $954.44万 | 1.37% | 16,944 | 2,166 | 14.7% | $122.01万 | 加仓 |
| LQD | ISHARES TR | $956.11万 | 1.37% | 87,660 | 74,851 | 584.4% | $816.40万 | 加仓 |
| IEF | ISHARES TR | $1,027.88万 | 1.48% | 108,690 | 41,266 | 61.2% | $390.25万 | 加仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $1,064.98万 | 1.53% | 591,657 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,113.92万 | 1.60% | 120,960 | -2,604 | -2.1% | -$23.98万 | 减仓 |
| MUSA | MURPHY USA INC | $1,208.25万 | 1.74% | 22,422 | -10,630 | -32.2% | -$572.82万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,304.39万 | 1.87% | 17,712 | -1,190 | -6.3% | -$87.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,357.79万 | 1.95% | 36,400 | -1,080 | -2.9% | -$40.29万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,556.52万 | 2.24% | 71,253 | -775 | -1.1% | -$16.93万 | 减仓 |