Investment Research Partners LLC
LEMONT PA · SEC CIK 0002069274
$2.46亿2026Q1 申报市值
245持仓数
32.0%前十大占比 · 第一大 3.9%
23 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
META 加仓+$186.05万
IBMP 新建仓+$153.72万
IBMQ 新建仓+$114.80万
SUB 加仓+$95.30万
ISTB 加仓+$81.94万
2026Q1 卖出最多 按季末市值估算
CIEN 减仓-$104.40万
JNJ 减仓-$50.09万
NVDA 减仓-$44.82万
SNDK 减仓-$42.63万
QUAL 减仓-$40.11万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $57.51万 | 0.23% | 3,157 | 27 | 0.9% | $4,919 | 加仓 |
| CAT | CATERPILLAR INC | $57.35万 | 0.23% | 810 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $55.72万 | 0.23% | 11,430 | -1,818 | -13.7% | -$8.86万 | 减仓 |
| MOS | MOSAIC CO | $54.08万 | 0.22% | 21,208 | 3,661 | 20.9% | $9.34万 | 加仓 |
| IJR | ISHARES TR | $53.81万 | 0.22% | 4,328 | -1 | -0.0% | -$124 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $53.54万 | 0.22% | 22,485 | 560 | 2.6% | $1.33万 | 加仓 |
| T | AT&T INC | $53.22万 | 0.22% | 18,359 | -947 | -4.9% | -$2.75万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $52.92万 | 0.22% | 14,399 | 293 | 2.1% | $1.08万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $51.87万 | 0.21% | 1,828 | 114 | 6.7% | $3.23万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $51.63万 | 0.21% | 21,237 | 1,831 | 9.4% | $4.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $51.27万 | 0.21% | 858 | 105 | 13.9% | $6.27万 | 加仓 |
| DOLE | DOLE PLC | $51.04万 | 0.21% | 35,720 | 8,753 | 32.5% | $12.51万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $50.93万 | 0.21% | 5,460 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $50.75万 | 0.21% | 12,918 | 1,508 | 13.2% | $5.92万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $49.99万 | 0.20% | 6,243 | 259 | 4.3% | $2.07万 | 加仓 |
| CB | CHUBB LTD SWITZ | $49.67万 | 0.20% | 1,524 | -84 | -5.2% | -$2.74万 | 减仓 |
| F | FORD MTR CO | $49.28万 | 0.20% | 42,705 | 201 | 0.5% | $2,320 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $48.94万 | 0.20% | 2,468 | -578 | -19.0% | -$11.46万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $48.77万 | 0.20% | 6,704 | 335 | 5.3% | $2.44万 | 加仓 |
| PLD | PROLOGIS INC. | $48.76万 | 0.20% | 3,689 | -184 | -4.8% | -$2.43万 | 减仓 |
| DVYE | ISHARES INC | $48.70万 | 0.20% | 14,164 | -47 | -0.3% | -$1,616 | 减仓 |
| WFC | WELLS FARGO & CO | $48.18万 | 0.20% | 6,052 | -14 | -0.2% | -$1,115 | 减仓 |
| SJM | SMUCKER J M CO | $47.46万 | 0.19% | 4,922 | 574 | 13.2% | $5.54万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $46.83万 | 0.19% | 36,988 | 2,385 | 6.9% | $3.02万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $46.67万 | 0.19% | 5,899 | -40 | -0.7% | -$3,165 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $46.20万 | 0.19% | 1,412 | -10 | -0.7% | -$3,272 | 减仓 |
| ENB | ENBRIDGE INC | $45.91万 | 0.19% | 8,480 | -102 | -1.2% | -$5,522 | 减仓 |
| GLD | SPDR GOLD TR | $45.74万 | 0.19% | 1,063 | 1,063 | — | $45.74万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $45.20万 | 0.18% | 1,017 | -79 | -7.2% | -$3.51万 | 减仓 |
| GSK | GSK PLC | $45.20万 | 0.18% | 8,189 | -67 | -0.8% | -$3,698 | 减仓 |
| PFE | PFIZER INC | $43.52万 | 0.18% | 15,497 | -360 | -2.3% | -$1.01万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $43.26万 | 0.18% | 4,352 | 386 | 9.7% | $3.84万 | 加仓 |
| — | EXXON MOBIL CORP | $43.15万 | 0.18% | 2,543 | 23 | 0.9% | $3,903 | 加仓 |
| NFLX | NETFLIX INC. | $42.98万 | 0.17% | 4,470 | 23 | 0.5% | $2,211 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $42.93万 | 0.17% | 5,329 | 229 | 4.5% | $1.84万 | 加仓 |
| MDT | MEDTRONIC PLC | $42.85万 | 0.17% | 4,945 | -569 | -10.3% | -$4.93万 | 减仓 |
| UL | UNILEVER PLC | $42.61万 | 0.17% | 7,479 | -8 | -0.1% | -$456 | 减仓 |
| SYK | STRYKER CORPORATION | $42.46万 | 0.17% | 1,292 | 96 | 8.0% | $3.15万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $41.04万 | 0.17% | 679 | -113 | -14.3% | -$6.83万 | 减仓 |
| RELX | RELX PLC | $40.15万 | 0.16% | 12,111 | 1,708 | 16.4% | $5.66万 | 加仓 |
| EIX | EDISON INTL | $40.05万 | 0.16% | 5,473 | 394 | 7.8% | $2.88万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.90万 | 0.16% | 13,697 | -370 | -2.6% | -$1.08万 | 减仓 |
| PCG | PG&E CORP | $39.35万 | 0.16% | 22,398 | 2,921 | 15.0% | $5.13万 | 加仓 |
| FTI | TECHNIPFMC PLC | $39.01万 | 0.16% | 5,643 | 35 | 0.6% | $2,420 | 加仓 |
| DAL | DELTA AIR LINES INC | $38.92万 | 0.16% | 5,855 | 302 | 5.4% | $2.01万 | 加仓 |
| ING | ING GROEP N.V. | $38.90万 | 0.16% | 14,933 | -325 | -2.1% | -$8,466 | 减仓 |
| WMB | WILLIAMS COS INC | $38.32万 | 0.16% | 5,265 | -108 | -2.0% | -$7,860 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $38.31万 | 0.16% | 1,134 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $38.04万 | 0.15% | 2,880 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $37.92万 | 0.15% | 275 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $37.54万 | 0.15% | 12,909 | 212 | 1.7% | $6,165 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $37.32万 | 0.15% | 14,557 | 1,557 | 12.0% | $3.99万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $37.00万 | 0.15% | 1,746 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $36.98万 | 0.15% | 530 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $36.91万 | 0.15% | 3,238 | -10 | -0.3% | -$1,140 | 减仓 |
| IAT | ISHARES TR | $36.86万 | 0.15% | 6,846 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $36.80万 | 0.15% | 2,834 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $35.82万 | 0.15% | 1,889 | 3 | 0.2% | $569 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $35.57万 | 0.14% | 24,085 | 1,788 | 8.0% | $2.64万 | 加仓 |
| TGT | TARGET CORP | $35.09万 | 0.14% | 2,895 | 524 | 22.1% | $6.35万 | 加仓 |
| FDX | FEDEX CORP | $34.73万 | 0.14% | 975 | -2 | -0.2% | -$712 | 减仓 |
| IQV | IQVIA HLDGS INC | $34.70万 | 0.14% | 2,035 | -31 | -1.5% | -$5,287 | 减仓 |
| UGI | UGI CORP NEW | $34.62万 | 0.14% | 9,507 | -119 | -1.2% | -$4,334 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $34.53万 | 0.14% | 1,276 | -233 | -15.4% | -$6.31万 | 减仓 |
| RTX | RTX CORPORATION | $34.43万 | 0.14% | 1,785 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $34.43万 | 0.14% | 5,627 | 103 | 1.9% | $6,302 | 加仓 |
| HPQ | HP INC | $34.21万 | 0.14% | 17,808 | -2,210 | -11.0% | -$4.25万 | 减仓 |
| BP | BP PLC | $34.01万 | 0.14% | 7,235 | -26 | -0.4% | -$1,222 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $33.36万 | 0.14% | 972 | -1 | -0.1% | -$343 | 减仓 |
| MS | MORGAN STANLEY | $33.29万 | 0.14% | 2,023 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $33.22万 | 0.14% | 1,010 | -195 | -16.2% | -$6.41万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.75万 | 0.13% | 2,501 | 157 | 6.7% | $2.06万 | 加仓 |
| DIS | DISNEY WALT CO | $32.59万 | 0.13% | 3,381 | -70 | -2.0% | -$6,747 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $31.96万 | 0.13% | 1,384 | -255 | -15.6% | -$5.89万 | 减仓 |
| ZTS | ZOETIS INC | $31.74万 | 0.13% | 2,685 | 227 | 9.2% | $2.68万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $31.64万 | 0.13% | 11,362 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $31.52万 | 0.13% | 1,261 | 6 | 0.5% | $1,500 | 加仓 |
| KVUE | KENVUE INC | $31.49万 | 0.13% | 18,268 | 3,191 | 21.2% | $5.50万 | 加仓 |
| ABNB | AIRBNB INC | $31.46万 | 0.13% | 2,491 | 495 | 24.8% | $6.25万 | 重新持有 |
| XIFR | XPLR INFRASTRUCTURE LP | $31.42万 | 0.13% | 29,582 | -770 | -2.5% | -$8,177 | 减仓 |
| GNRC | GENERAC HLDGS INC | $30.76万 | 0.13% | 1,575 | 100 | 6.8% | $1.95万 | 加仓 |
| C | CITIGROUP INC | $30.53万 | 0.12% | 2,692 | -446 | -14.2% | -$5.06万 | 减仓 |
| ETR | ENTERGY CORP NEW | $30.45万 | 0.12% | 2,710 | 0 | 0.0% | — | 不变 |
| — | DIAMOND HILL INVT GROUP INC | $30.44万 | 0.12% | 1,769 | -91 | -4.9% | -$1.57万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $30.37万 | 0.12% | 2,317 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $30.08万 | 0.12% | 4,037 | -1,086 | -21.2% | -$8.09万 | 减仓 |
| CCI | CROWN CASTLE INC | $29.87万 | 0.12% | 3,673 | 82 | 2.3% | $6,667 | 加仓 |
| GE | GE AEROSPACE | $29.71万 | 0.12% | 1,047 | 119 | 12.8% | $3.38万 | 加仓 |
| MCD | MCDONALDS CORP | $29.62万 | 0.12% | 953 | 72 | 8.2% | $2.24万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.95万 | 0.12% | 589 | -52 | -8.1% | -$2.56万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $28.78万 | 0.12% | 3,070 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $28.76万 | 0.12% | 3,758 | -120 | -3.1% | -$9,184 | 减仓 |
| ESGD | ISHARES TR | $28.35万 | 0.12% | 2,965 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $28.06万 | 0.11% | 4,773 | 791 | 19.9% | $4.65万 | 加仓 |
| AMLP | ALPS ETF TR | $27.02万 | 0.11% | 5,133 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $26.94万 | 0.11% | 3,425 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $26.86万 | 0.11% | 962 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $26.45万 | 0.11% | 1,945 | 1,945 | — | $26.45万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $26.37万 | 0.11% | 904 | -5 | -0.6% | -$1,458 | 减仓 |
| ET | ENERGY TRANSFER L P | $26.24万 | 0.11% | 13,596 | 1,484 | 12.3% | $2.86万 | 加仓 |