Investment Research Partners LLC
LEMONT PA · SEC CIK 0002069274
$2.95亿2026Q2 申报市值
278持仓数
29.3%前十大占比 · 第一大 3.9%
45 / 17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
IGIB 新建仓+$647.86万
SHY 加仓+$182.75万
TBIL 加仓+$114.86万
AAPL 加仓+$89.61万
MSFT 加仓+$85.76万
2026Q2 卖出最多 按季末市值估算
ISTB 清仓-$601.02万
SUB 减仓-$192.68万
IBMP 减仓-$88.52万
IBMQ 减仓-$78.81万
IBMO 清仓-$77.55万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,151.04万 | 3.90% | 57,526 | 3,963 | 7.4% | $79.30万 | 加仓 |
| AGG | ISHARES TR | $1,030.80万 | 3.49% | 104,143 | 7,310 | 7.5% | $72.35万 | 加仓 |
| CIEN | CIENA CORP | $1,021.89万 | 3.46% | 20,831 | 58 | 0.3% | $2.85万 | 加仓 |
| IVV | ISHARES TR | $966.16万 | 3.27% | 12,901 | -83 | -0.6% | -$6.22万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $859.34万 | 2.91% | 30,037 | 88 | 0.3% | $2.52万 | 加仓 |
| AAPL | APPLE INC | $850.69万 | 2.88% | 29,399 | 3,097 | 11.8% | $89.61万 | 加仓 |
| SUB | ISHARES TR | $770.81万 | 2.61% | 72,397 | -18,097 | -20.0% | -$192.68万 | 减仓 |
| BCI | ABRDN ETFS | $755.28万 | 2.56% | 338,083 | 5,853 | 1.8% | $13.08万 | 加仓 |
| IGIB | ISHARES TR | $647.86万 | 2.19% | 121,847 | 121,847 | — | $647.86万 | 新建仓 |
| ACWX | ISHARES TR | $611.84万 | 2.07% | 80,389 | 3,534 | 4.6% | $26.90万 | 加仓 |
| GOOGL | ALPHABET INC | $583.18万 | 1.97% | 16,319 | 491 | 3.1% | $17.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $525.12万 | 1.78% | 14,078 | 2,299 | 19.5% | $85.76万 | 加仓 |
| MUB | ISHARES TR | $421.43万 | 1.43% | 39,159 | 3,787 | 10.7% | $40.76万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $408.79万 | 1.38% | 19,213 | 756 | 4.1% | $16.09万 | 加仓 |
| AVGO | BROADCOM INC | $385.41万 | 1.30% | 10,203 | 90 | 0.9% | $3.40万 | 加仓 |
| OAIM | UNIFIED SER TR | $349.44万 | 1.18% | 73,058 | -744 | -1.0% | -$3.56万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $340.49万 | 1.15% | 141,048 | 13,391 | 10.5% | $32.33万 | 加仓 |
| HDV | ISHARES TR | $335.72万 | 1.14% | 122,482 | -5,758 | -4.5% | -$15.78万 | 减仓 |
| SHY | ISHARES TR | $334.71万 | 1.13% | 40,764 | 22,257 | 120.3% | $182.75万 | 加仓 |
| META | META PLATFORMS INC | $318.19万 | 1.08% | 5,649 | 505 | 9.8% | $28.44万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $302.45万 | 1.02% | 6,980 | 166 | 2.4% | $7.19万 | 加仓 |
| CSCO | CISCO SYS INC | $272.21万 | 0.92% | 23,174 | -813 | -3.4% | -$9.55万 | 减仓 |
| TPSC | TIMOTHY PLAN | $246.70万 | 0.83% | 51,415 | 1,076 | 2.1% | $5.16万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $234.41万 | 0.79% | 7,001 | 259 | 3.8% | $8.67万 | 加仓 |
| TBIL | RBB FD INC | $232.68万 | 0.79% | 46,666 | 23,036 | 97.5% | $114.86万 | 加仓 |
| XBI | SPDR SERIES TRUST | $226.70万 | 0.77% | 14,325 | -638 | -4.3% | -$10.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $226.14万 | 0.77% | 8,904 | 575 | 6.9% | $14.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $223.31万 | 0.76% | 6,822 | 883 | 14.9% | $28.90万 | 加仓 |
| LLY | ELI LILLY & CO | $221.55万 | 0.75% | 1,847 | 194 | 11.7% | $23.27万 | 加仓 |
| AMZN | AMAZON COM INC | $219.96万 | 0.74% | 9,229 | 2,167 | 30.7% | $51.65万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $211.67万 | 0.72% | 7,527 | 1,078 | 16.7% | $30.32万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $206.26万 | 0.70% | 19,187 | 578 | 3.1% | $6.21万 | 加仓 |
| DES | WISDOMTREE TR | $195.05万 | 0.66% | 47,948 | -2,968 | -5.8% | -$12.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $174.12万 | 0.59% | 3,646 | 5 | 0.1% | $2,388 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $172.79万 | 0.58% | 1,847 | 140 | 8.2% | $13.10万 | 加仓 |
| ASML | ASML HLDG NV | $163.73万 | 0.55% | 823 | 134 | 19.4% | $26.66万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $161.60万 | 0.55% | 4,778 | 262 | 5.8% | $8.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $149.78万 | 0.51% | 2,006 | 78 | 4.0% | $5.82万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $149.60万 | 0.51% | 1,296 | 162 | 14.3% | $18.70万 | 加仓 |
| IDV | ISHARES TR | $144.86万 | 0.49% | 34,966 | -524 | -1.5% | -$2.17万 | 减仓 |
| AMGN | AMGEN INC | $140.87万 | 0.48% | 3,890 | 224 | 6.1% | $8.11万 | 加仓 |
| INTC | INTEL CORP | $139.21万 | 0.47% | 9,970 | -3,139 | -23.9% | -$43.83万 | 减仓 |
| TTE | TOTALENERGIES SE | $138.16万 | 0.47% | 17,768 | 788 | 4.6% | $6.13万 | 加仓 |
| QCOM | QUALCOMM INC | $131.40万 | 0.44% | 7,111 | 221 | 3.2% | $4.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $131.21万 | 0.44% | 2,622 | 442 | 20.3% | $22.12万 | 加仓 |
| AME | AMETEK INC | $130.87万 | 0.44% | 5,409 | 662 | 13.9% | $16.02万 | 加仓 |
| MCK | MCKESSON CORP | $129.24万 | 0.44% | 1,710 | 104 | 6.5% | $7.86万 | 加仓 |
| WMT | WALMART INC | $129.24万 | 0.44% | 11,411 | -714 | -5.9% | -$8.09万 | 减仓 |
| ABBV | ABBVIE INC | $127.85万 | 0.43% | 5,081 | 273 | 5.7% | $6.87万 | 加仓 |
| GOOG | ALPHABET INC | $127.63万 | 0.43% | 3,612 | 981 | 37.3% | $34.66万 | 加仓 |
| LOW | LOWES COS INC | $123.68万 | 0.42% | 5,609 | 310 | 5.9% | $6.84万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $122.03万 | 0.41% | 2,376 | 268 | 12.7% | $13.76万 | 加仓 |
| V | VISA INC | $118.70万 | 0.40% | 3,460 | 384 | 12.5% | $13.17万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $117.50万 | 0.40% | 50,800 | 11,486 | 29.2% | $26.57万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $117.40万 | 0.40% | 14,328 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $116.43万 | 0.39% | 14,055 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $116.29万 | 0.39% | 1,833 | 137 | 8.1% | $8.69万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $116.28万 | 0.39% | 49,042 | 4,590 | 10.3% | $10.88万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $115.78万 | 0.39% | 31,192 | 1,659 | 5.6% | $6.16万 | 加仓 |
| NUE | NUCOR CORP | $112.48万 | 0.38% | 5,050 | 51 | 1.0% | $1.14万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $110.99万 | 0.38% | 36,750 | 3,547 | 10.7% | $10.71万 | 加仓 |
| NVS | NOVARTIS AG | $108.92万 | 0.37% | 6,950 | 827 | 13.5% | $12.96万 | 加仓 |
| ORCL | ORACLE CORP | $108.67万 | 0.37% | 7,416 | 788 | 11.9% | $11.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $107.47万 | 0.36% | 6,483 | 904 | 16.2% | $14.99万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $106.98万 | 0.36% | 23,716 | 1,231 | 5.5% | $5.55万 | 加仓 |
| TSLA | TESLA INC | $105.86万 | 0.36% | 2,517 | 553 | 28.2% | $23.26万 | 加仓 |
| IX | ORIX CORP | $103.86万 | 0.35% | 27,303 | 2,479 | 10.0% | $9.43万 | 加仓 |
| KHC | KRAFT HEINZ CO | $103.72万 | 0.35% | 43,912 | 2,767 | 6.7% | $6.54万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $103.68万 | 0.35% | 100,660 | -4,368 | -4.2% | -$4.50万 | 减仓 |
| IQLT | ISHARES TR | $99.31万 | 0.34% | 20,042 | -201 | -1.0% | -$9,959 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $96.97万 | 0.33% | 18,349 | 4,040 | 28.2% | $21.35万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $96.83万 | 0.33% | 22,870 | 360 | 1.6% | $1.52万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $96.82万 | 0.33% | 6,602 | 299 | 4.7% | $4.38万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $96.21万 | 0.33% | 16,698 | -53 | -0.3% | -$3,054 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $94.31万 | 0.32% | 14,910 | 439 | 3.0% | $2.78万 | 加仓 |
| IEFA | ISHARES TR | $92.22万 | 0.31% | 9,549 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $91.46万 | 0.31% | 1,242 | 115 | 10.2% | $8.47万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $89.11万 | 0.30% | 10,153 | 2,038 | 25.1% | $17.89万 | 加仓 |
| CAT | CATERPILLAR INC | $87.48万 | 0.30% | 822 | 12 | 1.5% | $1.28万 | 加仓 |
| EXC | EXELON CORP | $87.20万 | 0.30% | 18,705 | 1,497 | 8.7% | $6.98万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $84.00万 | 0.28% | 2,482 | 276 | 12.5% | $9.34万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $83.67万 | 0.28% | 9,086 | 1,081 | 13.5% | $9.95万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $83.29万 | 0.28% | 19,427 | -1,325 | -6.4% | -$5.68万 | 减仓 |
| BAC | BANK OF AMER CORP | $82.61万 | 0.28% | 14,498 | 3,068 | 26.8% | $17.48万 | 加仓 |
| PWR | QUANTA SVCS INC | $82.59万 | 0.28% | 1,147 | -34 | -2.9% | -$2.45万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $81.48万 | 0.28% | 10,390 | 903 | 9.5% | $7.08万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $80.76万 | 0.27% | 4,795 | 919 | 23.7% | $15.48万 | 加仓 |
| MRK | MERCK & CO INC | $79.76万 | 0.27% | 6,207 | -54 | -0.9% | -$6,939 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $79.08万 | 0.27% | 619 | 64 | 11.5% | $8.18万 | 加仓 |
| SJM | SMUCKER J M CO | $78.77万 | 0.27% | 7,002 | 2,080 | 42.3% | $23.40万 | 加仓 |
| DOLE | DOLE PLC | $78.59万 | 0.27% | 57,281 | 21,561 | 60.4% | $29.58万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $75.12万 | 0.25% | 6,960 | 128 | 1.9% | $1.38万 | 加仓 |
| EFA | ISHARES TR | $74.15万 | 0.25% | 7,138 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $73.34万 | 0.25% | 3,022 | 139 | 4.8% | $3.37万 | 加仓 |
| SHEL | SHELL PLC | $73.14万 | 0.25% | 9,433 | 2,200 | 30.4% | $17.06万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $71.39万 | 0.24% | 26,335 | 5,098 | 24.0% | $13.82万 | 加仓 |
| WFC | WELLS FARGO & CO | $71.00万 | 0.24% | 8,592 | 2,540 | 42.0% | $20.99万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $70.91万 | 0.24% | 8,511 | 1,807 | 27.0% | $15.05万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $69.07万 | 0.23% | 5,467 | -658 | -10.7% | -$8.31万 | 减仓 |
| PSX | PHILLIPS 66 | $69.01万 | 0.23% | 4,082 | 925 | 29.3% | $15.64万 | 加仓 |