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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $67.97万 | 0.23% | 8,968 | -1,042 | -10.4% | -$7.90万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $67.80万 | 0.23% | 1,631 | 355 | 27.8% | $14.76万 | 加仓 |
| FIX | COMFORT SYS USA INC | $66.20万 | 0.22% | 334 | 59 | 21.5% | $11.69万 | 加仓 |
| IBMP | ISHARES TR | $65.08万 | 0.22% | 25,602 | -34,821 | -57.6% | -$88.52万 | 减仓 |
| QUAL | ISHARES TR | $64.64万 | 0.22% | 2,946 | -1,340 | -31.3% | -$29.40万 | 减仓 |
| CB | CHUBB LIMITED | $63.04万 | 0.21% | 1,850 | 326 | 21.4% | $11.11万 | 加仓 |
| F | FORD MTR CO | $62.99万 | 0.21% | 45,319 | 2,614 | 6.1% | $3.63万 | 加仓 |
| — | ISHARES TR | $62.63万 | 0.21% | 7,003 | -336 | -4.6% | -$3.00万 | 减仓 |
| DHR | DANAHER CORP DEL | $62.10万 | 0.21% | 3,260 | 1,371 | 72.6% | $26.11万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $61.39万 | 0.21% | 1,338 | 321 | 31.6% | $14.73万 | 加仓 |
| AMAT | APPLIED MATLS INC | $61.31万 | 0.21% | 848 | 230 | 37.2% | $16.63万 | 加仓 |
| MDT | MEDTRONIC PLC | $61.00万 | 0.21% | 7,798 | 2,853 | 57.7% | $22.32万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $60.68万 | 0.21% | 950 | 950 | — | $60.68万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $60.61万 | 0.21% | 2,094 | 348 | 19.9% | $10.07万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $60.41万 | 0.20% | 6,678 | 435 | 7.0% | $3.94万 | 加仓 |
| UL | UNILEVER PLC | $59.97万 | 0.20% | 9,975 | 2,496 | 33.4% | $15.01万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $59.67万 | 0.20% | 15,281 | 882 | 6.1% | $3.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $58.93万 | 0.20% | 858 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $58.32万 | 0.20% | 3,932 | -396 | -9.1% | -$5.87万 | 减仓 |
| FISV | FISERV INC | $57.78万 | 0.20% | 11,780 | -861 | -6.8% | -$4.22万 | 减仓 |
| ADBE | ADOBE INC | $57.59万 | 0.19% | 2,809 | -239 | -7.8% | -$4.90万 | 减仓 |
| HD | HOME DEPOT INC | $57.52万 | 0.19% | 1,631 | 621 | 61.5% | $21.90万 | 加仓 |
| DAL | DELTA AIR LINES INC | $56.97万 | 0.19% | 6,083 | 228 | 3.9% | $2.14万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $56.86万 | 0.19% | 19,321 | 4,764 | 32.7% | $14.02万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $56.65万 | 0.19% | 4,552 | 2,084 | 84.4% | $25.93万 | 加仓 |
| IEI | ISHARES TR | $55.60万 | 0.19% | 4,734 | 4,734 | — | $55.60万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $55.47万 | 0.19% | 2,168 | 784 | 56.6% | $20.06万 | 加仓 |
| PFE | PFIZER INC | $54.78万 | 0.19% | 22,747 | 7,250 | 46.8% | $17.46万 | 加仓 |
| MOS | MOSAIC CO | $54.43万 | 0.18% | 25,688 | 4,480 | 21.1% | $9.49万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $53.70万 | 0.18% | 3,865 | 1,959 | 102.8% | $27.22万 | 加仓 |
| GE | GE AEROSPACE | $53.56万 | 0.18% | 1,433 | 386 | 36.9% | $14.43万 | 加仓 |
| BCD | ABRDN ETFS | $53.51万 | 0.18% | 15,669 | -1,357 | -8.0% | -$4.63万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $53.42万 | 0.18% | 1,441 | 29 | 2.1% | $1.08万 | 加仓 |
| ENB | ENBRIDGE INC | $52.98万 | 0.18% | 9,773 | 1,293 | 15.2% | $7.01万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $52.70万 | 0.18% | 40,918 | 3,930 | 10.6% | $5.06万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $52.42万 | 0.18% | 5,460 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $51.72万 | 0.18% | 5,563 | -336 | -5.7% | -$3.12万 | 减仓 |
| HSY | HERSHEY CO | $51.58万 | 0.17% | 2,940 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $51.58万 | 0.17% | 2,158 | 330 | 18.1% | $7.89万 | 加仓 |
| ING | ING GROEP N.V. | $49.99万 | 0.17% | 15,929 | 996 | 6.7% | $3.13万 | 加仓 |
| PCG | PG&E CORP | $49.35万 | 0.17% | 29,341 | 6,943 | 31.0% | $11.68万 | 加仓 |
| GSK | GSK PLC | $49.20万 | 0.17% | 9,385 | 1,196 | 14.6% | $6.27万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $48.97万 | 0.17% | 13,554 | 645 | 5.0% | $2.33万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $48.25万 | 0.16% | 500 | -25 | -4.8% | -$2.41万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $47.60万 | 0.16% | 3,583 | 345 | 10.7% | $4.58万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $47.49万 | 0.16% | 956 | 956 | — | $47.49万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $46.88万 | 0.16% | 1,601 | 26 | 1.7% | $7,613 | 加仓 |
| SYK | STRYKER CORPORATION | $46.79万 | 0.16% | 1,486 | 194 | 15.0% | $6.11万 | 加仓 |
| RTX | RTX CORPORATION | $46.41万 | 0.16% | 2,446 | 661 | 37.0% | $12.54万 | 加仓 |
| HPQ | HP INC | $46.28万 | 0.16% | 21,093 | 3,285 | 18.4% | $7.21万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $46.17万 | 0.16% | 13,508 | 590 | 4.6% | $2.02万 | 加仓 |
| RELX | RELX PLC | $45.61万 | 0.15% | 14,403 | 2,292 | 18.9% | $7.26万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $45.41万 | 0.15% | 28,884 | 16,833 | 139.7% | $26.46万 | 加仓 |
| C | CITIGROUP INC | $45.17万 | 0.15% | 3,227 | 535 | 19.9% | $7.49万 | 加仓 |
| GLW | CORNING INC | $45.01万 | 0.15% | 1,762 | -183 | -9.4% | -$4.67万 | 减仓 |
| SUSA | ISHARES TR | $44.33万 | 0.15% | 2,873 | -7 | -0.2% | -$1,080 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $44.20万 | 0.15% | 2,203 | 1,079 | 96.0% | $21.65万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $43.61万 | 0.15% | 2,985 | 484 | 19.4% | $7.07万 | 加仓 |
| CNC | CENTENE CORP DEL | $43.26万 | 0.15% | 6,739 | -125 | -1.8% | -$8,024 | 减仓 |
| DVYE | ISHARES INC | $43.21万 | 0.15% | 13,408 | -756 | -5.3% | -$2.44万 | 减仓 |
| EIX | EDISON INTL | $43.20万 | 0.15% | 5,803 | 330 | 6.0% | $2.46万 | 加仓 |
| VGT | VANGUARD WORLD FD | $43.09万 | 0.15% | 3,605 | -635 | -15.0% | -$7.59万 | 减仓 |
| TGT | TARGET CORP | $43.06万 | 0.15% | 3,297 | 402 | 13.9% | $5.25万 | 加仓 |
| MS | MORGAN STANLEY | $43.06万 | 0.15% | 2,060 | 37 | 1.8% | $7,734 | 加仓 |
| IQV | IQVIA HLDGS INC | $42.93万 | 0.15% | 2,222 | 187 | 9.2% | $3.61万 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $42.91万 | 0.15% | 204,332 | 164,740 | 416.1% | $34.60万 | 加仓 |
| SNDK | SANDISK CORP | $42.52万 | 0.14% | 187 | -218 | -53.8% | -$49.57万 | 减仓 |
| UGI | UGI CORP NEW | $41.89万 | 0.14% | 12,129 | 2,622 | 27.6% | $9.06万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $41.67万 | 0.14% | 4,197 | 4,197 | — | $41.67万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $40.65万 | 0.14% | 25,777 | 1,692 | 7.0% | $2.67万 | 加仓 |
| ABNB | AIRBNB INC | $40.41万 | 0.14% | 2,824 | 333 | 13.4% | $4.77万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $40.24万 | 0.14% | 1,219 | 315 | 34.8% | $10.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $40.15万 | 0.14% | 788 | 109 | 16.1% | $5.55万 | 加仓 |
| GM | GENERAL MTRS CO | $39.47万 | 0.13% | 5,121 | 1,084 | 26.9% | $8.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.33万 | 0.13% | 677 | 677 | — | $39.33万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $39.00万 | 0.13% | 1,101 | 129 | 13.3% | $4.57万 | 加仓 |
| O | REALTY INCOME CORP | $38.42万 | 0.13% | 6,200 | 573 | 10.2% | $3.55万 | 加仓 |
| T | AT&T INC | $38.37万 | 0.13% | 18,538 | 179 | 1.0% | $3,705 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $38.29万 | 0.13% | 5,765 | 1,413 | 32.5% | $9.39万 | 加仓 |
| WAB | WABTEC | $38.15万 | 0.13% | 1,415 | 154 | 12.2% | $4.15万 | 加仓 |
| WMB | WILLIAMS COS INC | $37.93万 | 0.13% | 5,102 | -163 | -3.1% | -$1.21万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $37.22万 | 0.13% | 11,187 | 2,172 | 24.1% | $7.23万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $37.19万 | 0.13% | 7,064 | 1,735 | 32.6% | $9.13万 | 加仓 |
| VRSN | VERISIGN INC | $37.03万 | 0.13% | 1,472 | 446 | 43.5% | $11.22万 | 加仓 |
| FTI | TECHNIPFMC PLC | $36.94万 | 0.13% | 5,572 | -71 | -1.3% | -$4,707 | 减仓 |
| IBMQ | ISHARES TR | $36.21万 | 0.12% | 14,156 | -30,809 | -68.5% | -$78.81万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $36.18万 | 0.12% | 5,753 | 980 | 20.5% | $6.16万 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $36.18万 | 0.12% | 30,631 | 1,049 | 3.5% | $1.24万 | 加仓 |
| GEV | GE VERNOVA INC | $36.07万 | 0.12% | 307 | 66 | 27.4% | $7.75万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $35.64万 | 0.12% | 2,138 | 2,138 | — | $35.64万 | 新建仓 |
| EMXC | ISHARES INC | $35.04万 | 0.12% | 3,425 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $34.70万 | 0.12% | 1,150 | 1,150 | — | $34.70万 | 新建仓 |
| KVUE | KENVUE INC | $34.66万 | 0.12% | 18,136 | -132 | -0.7% | -$2,523 | 减仓 |
| FDX | FEDEX CORP | $34.35万 | 0.12% | 1,097 | 122 | 12.5% | $3.82万 | 加仓 |
| FTNT | FORTINET INC | $33.97万 | 0.11% | 2,211 | 2,211 | — | $33.97万 | 新建仓 |
| MCD | MCDONALDS CORP | $33.90万 | 0.11% | 1,254 | 301 | 31.6% | $8.14万 | 加仓 |
| DIS | DISNEY WALT CO | $33.46万 | 0.11% | 3,476 | 95 | 2.8% | $9,144 | 加仓 |
| NTRA | NATERA INC | $33.01万 | 0.11% | 1,216 | 153 | 14.4% | $4.15万 | 加仓 |
| ES | EVERSOURCE ENERGY | $32.88万 | 0.11% | 4,550 | 4,550 | — | $32.88万 | 新建仓 |
| TJX | TJX COS INC NEW | $32.78万 | 0.11% | 2,164 | 891 | 70.0% | $13.50万 | 加仓 |