Investors Portfolio Services LLC
PUYALLUP WA · SEC CIK 0002073833
$1.31亿2026Q2 申报市值
674持仓数
80.8%前十大占比 · 第一大 24.0%
125 / 156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
FIRST TR EXCHNG 新建仓+$2,027.12万
SPY 加仓+$602.53万
GPIQ 加仓+$199.09万
XMHQ 加仓+$140.17万
JIRE 加仓+$114.87万
2026Q2 卖出最多 按季末市值估算
FIRST TR EXCHNG 减仓-$1,787.55万
JEPQ 减仓-$240.60万
QCOM 减仓-$72.12万
CDNS 减仓-$15.61万
WM 减仓-$9.16万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $3,144.88万 | 24.00% | 42,074 | 8,061 | 23.7% | $602.53万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,027.12万 | 15.47% | 559,359 | 559,359 | — | $2,027.12万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $1,056.91万 | 8.07% | 190,194 | 1,094 | 0.6% | $6.08万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $994.44万 | 7.59% | 74,630 | 5,752 | 8.4% | $76.65万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $901.67万 | 6.88% | 79,879 | 12,418 | 18.4% | $140.17万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $764.25万 | 5.83% | 92,647 | 13,925 | 17.7% | $114.87万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $595.50万 | 4.55% | 131,342 | 18,870 | 16.8% | $85.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $509.21万 | 3.89% | 5,444 | 14 | 0.3% | $1.31万 | 加仓 |
| MCD | MCDONALDS CORP | $317.80万 | 2.43% | 11,757 | -3 | -0.0% | -$811 | 减仓 |
| TLT | ISHARES TR | $273.96万 | 2.09% | 31,701 | 116 | 0.4% | $1.00万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $221.57万 | 1.69% | 37,358 | 33,568 | 885.7% | $199.09万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $201.70万 | 1.54% | 9,255 | -17 | -0.2% | -$3,705 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $158.86万 | 1.21% | 35,453 | 0 | 0.0% | — | 不变 |
| PTRB | PGIM ETF TR | $130.42万 | 1.00% | 31,387 | -960 | -3.0% | -$3.99万 | 减仓 |
| AAPL | APPLE INC | $92.57万 | 0.71% | 3,199 | 109 | 3.5% | $3.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $87.52万 | 0.67% | 4,375 | 477 | 12.2% | $9.54万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $85.15万 | 0.65% | 2,497 | -190 | -7.1% | -$6.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $82.94万 | 0.63% | 2,223 | 248 | 12.6% | $9.25万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $73.58万 | 0.56% | 15,175 | -188 | -1.2% | -$9,116 | 减仓 |
| LRCX | LAM RESEARCH CORP | $68.80万 | 0.53% | 1,587 | 1 | 0.1% | $434 | 加仓 |
| BAC | BANK OF AMER CORP | $61.51万 | 0.47% | 10,796 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $53.57万 | 0.41% | 10,013 | 1,575 | 18.7% | $8.43万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $52.13万 | 0.40% | 2,736 | 2,596 | 1,854.3% | $49.47万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $49.93万 | 0.38% | 2,939 | -3 | -0.1% | -$510 | 减仓 |
| BE | BLOOM ENERGY CORP | $47.69万 | 0.36% | 1,575 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $46.97万 | 0.36% | 5,100 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $43.46万 | 0.33% | 11,885 | -488,839 | -97.6% | -$1,787.55万 | 减仓 |
| GWW | WW GRAINGER INC | $34.55万 | 0.26% | 254 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $29.82万 | 0.23% | 405 | -27 | -6.2% | -$1.99万 | 减仓 |
| AMZN | AMAZON COM INC | $25.86万 | 0.20% | 1,085 | 334 | 44.5% | $7.96万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $23.76万 | 0.18% | 2,453 | -310 | -11.2% | -$3.00万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $23.33万 | 0.18% | 11,853 | 9,567 | 418.5% | $18.83万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $22.94万 | 0.18% | 7,306 | 4,373 | 149.1% | $13.73万 | 加仓 |
| TSLA | TESLA INC | $22.65万 | 0.17% | 539 | 105 | 24.2% | $4.41万 | 加仓 |
| PATH | UIPATH INC | $21.46万 | 0.16% | 19,743 | 2,124 | 12.1% | $2.31万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.59万 | 0.16% | 6,996 | 52 | 0.7% | $1,530 | 加仓 |
| REET | ISHARES TR | $18.93万 | 0.14% | 6,854 | -934 | -12.0% | -$2.58万 | 减仓 |
| GOOGL | ALPHABET INC | $18.92万 | 0.14% | 530 | 60 | 12.8% | $2.14万 | 加仓 |
| QCOM | QUALCOMM INC | $18.49万 | 0.14% | 1,000 | -3,901 | -79.6% | -$72.12万 | 减仓 |
| V | VISA INC | $16.93万 | 0.13% | 493 | 5 | 1.0% | $1,717 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $16.91万 | 0.13% | 1,519 | 463 | 43.8% | $5.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $15.92万 | 0.12% | 3,589 | 8 | 0.2% | $355 | 加仓 |
| VTI | VANGUARD INDEX FDS | $15.43万 | 0.12% | 417 | -1 | -0.2% | -$370 | 减仓 |
| AZO | AUTOZONE INC | $15.34万 | 0.12% | 48 | -2 | -4.0% | -$6,392 | 减仓 |
| BA | BOEING CO | $15.06万 | 0.11% | 696 | -82 | -10.5% | -$1.77万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $14.99万 | 0.11% | 1,669 | -188 | -10.1% | -$1.69万 | 减仓 |
| EFA | ISHARES TR | $14.76万 | 0.11% | 1,421 | 21 | 1.5% | $2,182 | 加仓 |
| HZO | MARINEMAX INC | $14.13万 | 0.11% | 3,858 | -2,214 | -36.5% | -$8.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.11万 | 0.11% | 282 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $13.00万 | 0.10% | 384 | 1 | 0.3% | $339 | 加仓 |
| IVV | ISHARES TR | $11.98万 | 0.09% | 160 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $11.46万 | 0.09% | 633 | 70 | 12.4% | $1.27万 | 加仓 |
| — | EXXON MOBIL CORP | $11.45万 | 0.09% | 838 | 578 | 222.3% | $7.90万 | 加仓 |
| COHR | COHERENT CORP | $11.37万 | 0.09% | 288 | 228 | 380.0% | $9.00万 | 加仓 |
| NOW | SERVICENOW INC | $10.68万 | 0.08% | 1,075 | 1,021 | 1,890.7% | $10.14万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $10.61万 | 0.08% | 5,104 | 4,804 | 1,601.3% | $9.99万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $10.29万 | 0.08% | 1,194 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $10.03万 | 0.08% | 1,212 | 6 | 0.5% | $497 | 加仓 |
| DASH | DOORDASH INC | $9.84万 | 0.08% | 533 | 329 | 161.3% | $6.08万 | 加仓 |
| PWR | QUANTA SVCS INC | $9.76万 | 0.07% | 136 | -52 | -27.7% | -$3.73万 | 减仓 |
| CRM | SALESFORCE INC | $9.45万 | 0.07% | 603 | 572 | 1,845.2% | $8.96万 | 加仓 |
| IWP | ISHARES TR | $9.34万 | 0.07% | 638 | 1 | 0.2% | $146 | 加仓 |
| HON | HONEYWELL INTL INC | $8.79万 | 0.07% | 393 | -395 | -50.1% | -$8.84万 | 减仓 |
| SUSC | ISHARES TR | $8.78万 | 0.07% | 3,793 | 43 | 1.1% | $995 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8.57万 | 0.07% | 295 | -50 | -14.5% | -$1.45万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $8.37万 | 0.06% | 223 | -416 | -65.1% | -$15.61万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $8.33万 | 0.06% | 5,822 | 38 | 0.7% | $544 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $8.30万 | 0.06% | 376 | 376 | — | $8.30万 | 新建仓 |
| SGOV | ISHARES TR 0-3 | $7.70万 | 0.06% | 765 | -101 | -11.7% | -$1.02万 | 减仓 |
| ESGU | ISHARES TR | $7.56万 | 0.06% | 462 | 1 | 0.2% | $164 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $7.08万 | 0.05% | 965 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $6.99万 | 0.05% | 102 | 1 | 1.0% | $685 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6.55万 | 0.05% | 1,569 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.49万 | 0.05% | 1,897 | -1,591 | -45.6% | -$5.44万 | 减仓 |
| T | AT&T INC | $6.40万 | 0.05% | 3,093 | -14 | -0.5% | -$290 | 减仓 |
| FDX | FEDEX CORP | $6.37万 | 0.05% | 203 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $6.08万 | 0.05% | 239 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $5.56万 | 0.04% | 109 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $5.22万 | 0.04% | 49 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $5.06万 | 0.04% | 155 | 4 | 2.6% | $1,307 | 加仓 |
| ABBV | ABBVIE INC | $5.02万 | 0.04% | 200 | 1 | 0.5% | $251 | 加仓 |
| TLH | ISHARES TR | $4.97万 | 0.04% | 495 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $4.90万 | 0.04% | 6 | 6 | — | $4.90万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $4.84万 | 0.04% | 249 | -3 | -1.2% | -$583 | 减仓 |
| MRK | MERCK & CO INC | $4.83万 | 0.04% | 376 | 1 | 0.3% | $129 | 加仓 |
| WMT | WALMART INC | $4.78万 | 0.04% | 422 | 3 | 0.7% | $340 | 加仓 |
| DHR | DANAHER CORP DEL | $4.78万 | 0.04% | 251 | -2 | -0.8% | -$381 | 减仓 |
| VLO | VALERO ENERGY CORP | $4.61万 | 0.04% | 177 | 1 | 0.6% | $261 | 加仓 |
| DSI | ISHARES TR | $4.51万 | 0.03% | 317 | 1 | 0.3% | $142 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4.46万 | 0.03% | 112 | 2 | 1.8% | $796 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $4.15万 | 0.03% | 676 | -39,156 | -98.3% | -$240.60万 | 减仓 |
| PLAB | PHOTRONICS INC | $4.06万 | 0.03% | 1,247 | 1,077 | 633.5% | $3.50万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4.00万 | 0.03% | 468 | -252 | -35.0% | -$2.15万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $3.99万 | 0.03% | 1,944 | 1,944 | — | $3.99万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $3.88万 | 0.03% | 442 | -565 | -56.1% | -$4.96万 | 减仓 |
| IAU | ISHARES GOLD TR | $3.85万 | 0.03% | 510 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $3.81万 | 0.03% | 372 | 1 | 0.3% | $102 | 加仓 |
| KEY | KEYCORP | $3.80万 | 0.03% | 1,651 | -572 | -25.7% | -$1.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3.55万 | 0.03% | 214 | -25 | -10.5% | -$4,144 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.54万 | 0.03% | 74 | -21 | -22.1% | -$1.01万 | 减仓 |