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 |
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES TR | $963.76万 | 3.92% | 90,494 | 8,948 | 11.0% | $95.30万 | 加仓 |
| AGG | ISHARES TR | $961.26万 | 3.91% | 96,833 | -328 | -0.3% | -$3.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $934.14万 | 3.80% | 53,563 | -2,570 | -4.6% | -$44.82万 | 减仓 |
| IVV | ISHARES TR | $848.13万 | 3.45% | 12,984 | -91 | -0.7% | -$5.94万 | 减仓 |
| BCI | ABRDN ETFS | $806.99万 | 3.28% | 332,230 | 26,346 | 8.6% | $63.99万 | 加仓 |
| CIEN | CIENA CORP | $806.47万 | 3.28% | 20,773 | -2,689 | -11.5% | -$104.40万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $750.37万 | 3.05% | 29,949 | 1,640 | 5.8% | $41.09万 | 加仓 |
| AAPL | APPLE INC | $667.51万 | 2.72% | 26,302 | -919 | -3.4% | -$23.32万 | 减仓 |
| ISTB | ISHARES TR | $601.02万 | 2.45% | 124,023 | 16,909 | 15.8% | $81.94万 | 加仓 |
| ACWX | ISHARES TR | $526.23万 | 2.14% | 76,855 | 3,050 | 4.1% | $20.88万 | 加仓 |
| GOOGL | ALPHABET INC | $455.14万 | 1.85% | 15,828 | 290 | 1.9% | $8.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $436.00万 | 1.77% | 11,779 | -22 | -0.2% | -$8,143 | 减仓 |
| MUB | ISHARES TR | $375.48万 | 1.53% | 35,372 | 4,846 | 15.9% | $51.44万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $354.23万 | 1.44% | 18,457 | 1,609 | 9.6% | $30.88万 | 加仓 |
| HDV | ISHARES TR | $348.10万 | 1.42% | 25,648 | -172 | -0.7% | -$2.33万 | 减仓 |
| OAIM | UNIFIED SER TR | $317.77万 | 1.29% | 73,802 | 2,342 | 3.3% | $10.08万 | 加仓 |
| AVGO | BROADCOM INC | $313.00万 | 1.27% | 10,113 | -931 | -8.4% | -$28.81万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $309.82万 | 1.26% | 127,657 | 16,500 | 14.8% | $40.05万 | 加仓 |
| META | META PLATFORMS INC | $294.29万 | 1.20% | 5,144 | 3,252 | 171.9% | $186.05万 | 加仓 |
| TPSC | TIMOTHY PLAN | $213.66万 | 0.87% | 50,339 | 3,609 | 7.7% | $15.32万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $203.60万 | 0.83% | 8,329 | -2,049 | -19.7% | -$50.09万 | 减仓 |
| XBI | SPDR SERIES TRUST | $191.12万 | 0.78% | 14,963 | -389 | -2.5% | -$4.97万 | 减仓 |
| CSCO | CISCO SYS INC | $186.12万 | 0.76% | 23,987 | -377 | -1.5% | -$2.93万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $183.07万 | 0.74% | 18,609 | -60 | -0.3% | -$5,903 | 减仓 |
| DES | WISDOMTREE TR | $182.99万 | 0.74% | 50,916 | 316 | 0.6% | $1.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $174.71万 | 0.71% | 5,939 | -367 | -5.8% | -$10.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $170.10万 | 0.69% | 1,707 | 194 | 12.8% | $19.33万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $168.94万 | 0.69% | 6,742 | 202 | 3.1% | $5.06万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $156.32万 | 0.64% | 6,449 | -304 | -4.5% | -$7.37万 | 减仓 |
| TTE | TOTALENERGIES SE | $154.48万 | 0.63% | 16,980 | 39 | 0.2% | $3,548 | 加仓 |
| IBMP | ISHARES TR | $153.72万 | 0.63% | 60,423 | 60,423 | — | $153.72万 | 新建仓 |
| SHY | ISHARES TR | $152.81万 | 0.62% | 18,507 | 961 | 5.5% | $7.93万 | 加仓 |
| LLY | ELI LILLY & CO | $152.04万 | 0.62% | 1,653 | 3 | 0.2% | $2,759 | 加仓 |
| IDV | ISHARES TR | $151.05万 | 0.61% | 35,490 | -203 | -0.6% | -$8,640 | 减仓 |
| WMT | WALMART INC | $150.68万 | 0.61% | 12,125 | -22 | -0.2% | -$2,734 | 减仓 |
| AMZN | AMAZON COM INC | $147.08万 | 0.60% | 7,062 | -1,277 | -15.3% | -$26.60万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $145.58万 | 0.59% | 6,814 | -921 | -11.9% | -$19.68万 | 减仓 |
| MCK | MCKESSON CORP | $139.02万 | 0.57% | 1,606 | -18 | -1.1% | -$1.56万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $136.58万 | 0.56% | 4,516 | 103 | 2.3% | $3.12万 | 加仓 |
| AMGN | AMGEN INC | $128.99万 | 0.52% | 3,666 | -42 | -1.1% | -$1.48万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $125.37万 | 0.51% | 1,928 | -72 | -3.6% | -$4.68万 | 减仓 |
| LOW | LOWES COS INC | $125.21万 | 0.51% | 5,299 | -193 | -3.5% | -$4.56万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $123.05万 | 0.50% | 3,641 | 127 | 3.6% | $4.29万 | 加仓 |
| TBIL | RBB FD INC | $117.82万 | 0.48% | 23,630 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $117.63万 | 0.48% | 29,533 | -5,704 | -16.2% | -$22.72万 | 减仓 |
| CVX | CHEVRON CORPORATION | $115.43万 | 0.47% | 5,579 | -193 | -3.3% | -$3.99万 | 减仓 |
| IBMQ | ISHARES TR | $114.80万 | 0.47% | 44,965 | 44,965 | — | $114.80万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $113.00万 | 0.46% | 22,510 | -577 | -2.5% | -$2.90万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $106.81万 | 0.43% | 105,028 | 1,141 | 1.1% | $1.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $105.33万 | 0.43% | 2,108 | 299 | 16.5% | $14.94万 | 加仓 |
| ABBV | ABBVIE INC | $104.56万 | 0.43% | 4,808 | -301 | -5.9% | -$6.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $104.47万 | 0.43% | 2,180 | -90 | -4.0% | -$4.31万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $103.45万 | 0.42% | 20,752 | 177 | 0.9% | $8,824 | 加仓 |
| AME | AMETEK INC | $101.76万 | 0.41% | 4,747 | 219 | 4.8% | $4.69万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $101.60万 | 0.41% | 14,328 | 16 | 0.1% | $1,135 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $101.60万 | 0.41% | 16,751 | 3,617 | 27.5% | $21.94万 | 加仓 |
| IEMG | ISHARES INC | $98.03万 | 0.40% | 14,055 | -325 | -2.3% | -$2.27万 | 减仓 |
| ORCL | ORACLE CORP | $97.51万 | 0.40% | 6,628 | 386 | 6.2% | $5.68万 | 加仓 |
| DE | DEERE & CO | $95.55万 | 0.39% | 1,696 | 36 | 2.2% | $2.03万 | 加仓 |
| IQLT | ISHARES TR | $93.58万 | 0.38% | 20,243 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $93.53万 | 0.38% | 6,123 | -72 | -1.2% | -$1.10万 | 减仓 |
| V | VISA INC | $92.96万 | 0.38% | 3,076 | -72 | -2.3% | -$2.18万 | 减仓 |
| KHC | KRAFT HEINZ CO | $92.53万 | 0.38% | 41,145 | 2,514 | 6.5% | $5.65万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $91.29万 | 0.37% | 39,314 | 2,714 | 7.4% | $6.30万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $91.05万 | 0.37% | 6,303 | 1,182 | 23.1% | $17.07万 | 加仓 |
| ASML | ASML HLDG NV | $91.01万 | 0.37% | 689 | 28 | 4.2% | $3.70万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $88.74万 | 0.36% | 14,471 | 238 | 1.7% | $1.46万 | 加仓 |
| QCOM | QUALCOMM INC | $88.72万 | 0.36% | 6,890 | 101 | 1.5% | $1.30万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $86.73万 | 0.35% | 33,203 | 1,380 | 4.3% | $3.60万 | 加仓 |
| IEFA | ISHARES TR | $86.44万 | 0.35% | 9,549 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $85.37万 | 0.35% | 6,125 | -1,459 | -19.2% | -$20.33万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $85.17万 | 0.35% | 44,452 | 813 | 1.9% | $1.56万 | 加仓 |
| NUE | NUCOR CORP | $84.54万 | 0.34% | 4,999 | 199 | 4.1% | $3.37万 | 加仓 |
| EXC | EXELON CORP | $84.36万 | 0.34% | 17,208 | -149 | -0.9% | -$7,304 | 减仓 |
| QUAL | ISHARES TR | $82.21万 | 0.33% | 4,286 | -2,091 | -32.8% | -$40.11万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $81.04万 | 0.33% | 2,883 | 137 | 5.0% | $3.85万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $79.88万 | 0.33% | 3,876 | 85 | 2.2% | $1.75万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $78.07万 | 0.32% | 2,206 | 150 | 7.3% | $5.31万 | 加仓 |
| IBMO | ISHARES TR | $77.55万 | 0.32% | 30,257 | 30,257 | — | $77.55万 | 新建仓 |
| GOOG | ALPHABET INC | $75.48万 | 0.31% | 2,631 | -144 | -5.2% | -$4.13万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $75.37万 | 0.31% | 8,115 | 449 | 5.9% | $4.17万 | 加仓 |
| MRK | MERCK & CO INC | $75.31万 | 0.31% | 6,261 | -449 | -6.7% | -$5.40万 | 减仓 |
| IX | ORIX CORP | $74.45万 | 0.30% | 24,824 | 1,216 | 5.2% | $3.65万 | 加仓 |
| ADBE | ADOBE INC | $74.09万 | 0.30% | 3,048 | 1,004 | 49.1% | $24.41万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $73.89万 | 0.30% | 8,005 | 453 | 6.0% | $4.18万 | 加仓 |
| TSLA | TESLA INC | $73.01万 | 0.30% | 1,964 | -141 | -6.7% | -$5.24万 | 减仓 |
| FISV | FISERV INC | $70.54万 | 0.29% | 12,641 | 2,453 | 24.1% | $13.69万 | 加仓 |
| DGRO | ISHARES TR | $70.25万 | 0.29% | 10,010 | 860 | 9.4% | $6.04万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $70.00万 | 0.28% | 555 | 24 | 4.5% | $3.03万 | 加仓 |
| EFA | ISHARES TR | $69.33万 | 0.28% | 7,138 | -516 | -6.7% | -$5.01万 | 减仓 |
| SHEL | SHELL PLC | $67.26万 | 0.27% | 7,233 | -582 | -7.4% | -$5.41万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $66.75万 | 0.27% | 6,832 | 329 | 5.1% | $3.21万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $66.42万 | 0.27% | 14,309 | 2,614 | 22.4% | $12.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $65.05万 | 0.26% | 1,127 | 100 | 9.7% | $5.77万 | 加仓 |
| PWR | QUANTA SVCS INC | $64.84万 | 0.26% | 1,181 | -71 | -5.7% | -$3.90万 | 减仓 |
| — | ISHARES TR | $61.61万 | 0.25% | 7,339 | 444 | 6.4% | $3.73万 | 加仓 |
| HSY | HERSHEY CO | $61.12万 | 0.25% | 2,940 | 0 | 0.0% | — | 不变 |
| BCD | ABRDN ETFS | $60.92万 | 0.25% | 17,026 | -1,613 | -8.7% | -$5.77万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $59.35万 | 0.24% | 9,487 | 680 | 7.7% | $4.25万 | 加仓 |
| INTC | INTEL CORP | $57.85万 | 0.24% | 13,109 | -1,314 | -9.1% | -$5.80万 | 减仓 |