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 |
|---|---|---|---|---|---|---|---|---|
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -124,023 | -100.0% | -$601.02万 | 清仓 |
| IBMO | ISHARES TR | $0 | 0.00% | 0 | -30,257 | -100.0% | -$77.55万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -3,689 | -100.0% | -$48.76万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -1,063 | -100.0% | -$45.74万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -2,543 | -100.0% | -$43.15万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,697 | -100.0% | -$39.90万 | 清仓 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,362 | -100.0% | -$31.64万 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -1,769 | -100.0% | -$30.44万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,758 | -100.0% | -$28.76万 | 清仓 |
| — | INVESTMENT MANAGERS SER TR I | $0 | 0.00% | 0 | -6,510 | -100.0% | -$25.50万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,805 | -100.0% | -$23.83万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,133 | -100.0% | -$22.30万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -508 | -100.0% | -$21.61万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -786 | -100.0% | -$20.97万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -1,479 | -100.0% | -$20.00万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -11,994 | -100.0% | -$7.77万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -21,339 | -100.0% | -$1.24万 | 清仓 |
| — | GRANITE PT MTG TR INC | $1.68万 | 0.01% | 11,225 | -12,945 | -53.6% | -$1.94万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $7.56万 | 0.03% | 12,961 | 12,961 | — | $7.56万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $7.83万 | 0.03% | 13,252 | 2,167 | 19.5% | $1.28万 | 加仓 |
| SAN | BANCO SANTANDER SA | $16.47万 | 0.06% | 11,936 | 11,936 | — | $16.47万 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $17.24万 | 0.06% | 17,750 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $19.62万 | 0.07% | 10,259 | -3,337 | -24.5% | -$6.38万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $20.02万 | 0.07% | 972 | 972 | — | $20.02万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $20.04万 | 0.07% | 1,163 | 1,163 | — | $20.04万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $20.13万 | 0.07% | 1,991 | 27 | 1.4% | $2,729 | 重新持有 |
| BWA | BORGWARNER INC | $20.60万 | 0.07% | 3,103 | 3,103 | — | $20.60万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $20.63万 | 0.07% | 690 | 690 | — | $20.63万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $20.87万 | 0.07% | 8,262 | 8,262 | — | $20.87万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $20.87万 | 0.07% | 2,683 | 461 | 20.7% | $3.59万 | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $20.89万 | 0.07% | 2,982 | 2,982 | — | $20.89万 | 新建仓 |
| RBRK | RUBRIK INC. | $20.92万 | 0.07% | 2,606 | 2,606 | — | $20.92万 | 新建仓 |
| EFX | EQUIFAX INC | $21.03万 | 0.07% | 1,325 | 1,325 | — | $21.03万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $21.55万 | 0.07% | 1,490 | 1,490 | — | $21.55万 | 新建仓 |
| NEM | NEWMONT CORP | $21.58万 | 0.07% | 2,311 | 399 | 20.9% | $3.73万 | 加仓 |
| IUSB | ISHARES TR | $21.62万 | 0.07% | 4,684 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $21.72万 | 0.07% | 636 | 636 | — | $21.72万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.75万 | 0.07% | 1,305 | 1,305 | — | $21.75万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $21.77万 | 0.07% | 68,670 | 8,663 | 14.4% | $2.75万 | 加仓 |
| EQIX | EQUINIX INC | $21.79万 | 0.07% | 209 | 209 | — | $21.79万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $21.91万 | 0.07% | 224 | 224 | — | $21.91万 | 新建仓 |
| INCY | INCYTE CORP | $21.91万 | 0.07% | 1,933 | 1,933 | — | $21.91万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $21.97万 | 0.07% | 3,231 | 3,231 | — | $21.97万 | 新建仓 |
| NVT | NVENT ELEC PLC | $22.71万 | 0.08% | 1,339 | 1,339 | — | $22.71万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.80万 | 0.08% | 1,018 | 198 | 24.1% | $4.44万 | 重新持有 |
| URI | UNITED RENTALS INC | $22.88万 | 0.08% | 202 | 202 | — | $22.88万 | 新建仓 |
| ALCO | ALICO INC | $23.91万 | 0.08% | 5,779 | 5,779 | — | $23.91万 | 新建仓 |
| EOG | EOG RES INC | $23.91万 | 0.08% | 1,843 | 1,843 | — | $23.91万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.14万 | 0.08% | 972 | 10 | 1.0% | $2,484 | 加仓 |
| SNPS | SYNOPSYS INC | $24.94万 | 0.08% | 559 | 559 | — | $24.94万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $25.00万 | 0.08% | 727 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $25.27万 | 0.09% | 2,987 | 2,987 | — | $25.27万 | 新建仓 |
| MTZ | MASTEC INC | $25.34万 | 0.09% | 609 | -30 | -4.7% | -$1.25万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.41万 | 0.09% | 1,032 | 1,032 | — | $25.41万 | 新建仓 |
| DG | DOLLAR GEN CORP | $25.77万 | 0.09% | 2,239 | 362 | 19.3% | $4.17万 | 加仓 |
| LKQ | LKQ CORP | $25.97万 | 0.09% | 9,862 | 1,222 | 14.1% | $3.22万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $26.01万 | 0.09% | 1,459 | 209 | 16.7% | $3.73万 | 加仓 |
| RYN | RAYONIER INC | $26.14万 | 0.09% | 12,284 | 12,284 | — | $26.14万 | 新建仓 |
| EME | EMCOR GROUP INC | $26.39万 | 0.09% | 318 | 14 | 4.6% | $1.16万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $26.40万 | 0.09% | 5,803 | 214 | 3.8% | $9,734 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $26.46万 | 0.09% | 2,528 | 2,528 | — | $26.46万 | 新建仓 |
| AMLP | ALPS ETF TR | $26.53万 | 0.09% | 5,116 | -17 | -0.3% | -$881 | 减仓 |
| ETN | EATON CORP PLC | $26.55万 | 0.09% | 623 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $26.56万 | 0.09% | 1,248 | 1,248 | — | $26.56万 | 新建仓 |
| IWD | ISHARES TR | $27.00万 | 0.09% | 1,114 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $27.14万 | 0.09% | 3,145 | 269 | 9.4% | $2.32万 | 加仓 |
| VLO | VALERO ENERGY CORP | $27.32万 | 0.09% | 1,049 | 1,049 | — | $27.32万 | 新建仓 |
| IAT | ISHARES TR | $27.32万 | 0.09% | 4,392 | -2,454 | -35.8% | -$15.27万 | 减仓 |
| NFLX | NETFLIX INC. | $27.50万 | 0.09% | 3,851 | -619 | -13.8% | -$4.42万 | 减仓 |
| MPC | MARATHON PETE CORP | $27.51万 | 0.09% | 1,076 | 54 | 5.3% | $1.38万 | 加仓 |
| ZTS | ZOETIS INC | $27.61万 | 0.09% | 3,842 | 1,157 | 43.1% | $8.31万 | 加仓 |
| ESGD | ISHARES TR | $28.80万 | 0.10% | 2,801 | -164 | -5.5% | -$1.69万 | 减仓 |
| D | DOMINION ENERGY INC | $28.84万 | 0.10% | 4,223 | 644 | 18.0% | $4.40万 | 加仓 |
| CCI | CROWN CASTLE INC | $28.89万 | 0.10% | 3,815 | 142 | 3.9% | $1.08万 | 加仓 |
| APH | AMPHENOL CORP | $29.32万 | 0.10% | 1,663 | 1,663 | — | $29.32万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $29.37万 | 0.10% | 1,154 | 210 | 22.2% | $5.34万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $29.61万 | 0.10% | 2,735 | -99 | -3.5% | -$1.07万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $29.68万 | 0.10% | 11,907 | 1,862 | 18.5% | $4.64万 | 加仓 |
| TER | TERADYNE INC | $29.71万 | 0.10% | 614 | 614 | — | $29.71万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $29.73万 | 0.10% | 482 | 482 | — | $29.73万 | 新建仓 |
| PNR | PENTAIR PLC | $29.98万 | 0.10% | 3,911 | 1,370 | 53.9% | $10.50万 | 加仓 |
| GIS | GENERAL MILLS INC | $30.04万 | 0.10% | 8,632 | 8,632 | — | $30.04万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $30.12万 | 0.10% | 483 | 199 | 70.1% | $12.41万 | 加仓 |
| AON | AON PLC | $30.18万 | 0.10% | 910 | 910 | — | $30.18万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $30.22万 | 0.10% | 1,779 | -60 | -3.3% | -$1.02万 | 重新持有 |
| PEP | PEPSICO INC | $30.23万 | 0.10% | 2,233 | 841 | 60.4% | $11.39万 | 加仓 |
| MAS | MASCO CORP | $30.46万 | 0.10% | 3,743 | 145 | 4.0% | $1.18万 | 加仓 |
| ETR | ENTERGY CORP NEW | $30.55万 | 0.10% | 2,660 | -50 | -1.8% | -$5,743 | 减仓 |
| KO | COCA COLA CO | $30.96万 | 0.10% | 3,809 | 1,042 | 37.7% | $8.47万 | 加仓 |
| BP | BP PLC | $31.15万 | 0.11% | 8,430 | 1,195 | 16.5% | $4.42万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $31.21万 | 0.11% | 2,281 | -36 | -1.6% | -$4,925 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.54万 | 0.11% | 629 | 40 | 6.8% | $2.01万 | 加仓 |
| BA | BOEING CO | $31.69万 | 0.11% | 1,464 | 1,464 | — | $31.69万 | 新建仓 |
| CMI | CUMMINS INC | $32.31万 | 0.11% | 453 | 453 | — | $32.31万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $32.64万 | 0.11% | 3,070 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $32.78万 | 0.11% | 2,164 | 891 | 70.0% | $13.50万 | 加仓 |
| ES | EVERSOURCE ENERGY | $32.88万 | 0.11% | 4,550 | 4,550 | — | $32.88万 | 新建仓 |
| NTRA | NATERA INC | $33.01万 | 0.11% | 1,216 | 153 | 14.4% | $4.15万 | 加仓 |
| DIS | DISNEY WALT CO | $33.46万 | 0.11% | 3,476 | 95 | 2.8% | $9,144 | 加仓 |
| MCD | MCDONALDS CORP | $33.90万 | 0.11% | 1,254 | 301 | 31.6% | $8.14万 | 加仓 |