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 |
|---|---|---|---|---|---|---|---|---|
| NTGR | NETGEAR INC | $794 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $794 | 0.00% | 11 | 11 | — | $794 | 新建仓 |
| POST | POST HLDGS INC | $794 | 0.00% | 9 | 9 | — | $794 | 新建仓 |
| MCHB | MECHANICS BANCORP CLASS A | $795 | 0.00% | 50 | 50 | — | $795 | 新建仓 |
| AIZ | ASSURANT INC | $806 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $810 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| REX | REX AMERICAN RES CORP | $813 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $820 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $823 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $824 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OPLN | OPENLANE INC | $825 | 0.00% | 20 | 20 | — | $825 | 新建仓 |
| ARQQ | ARQIT QUANTUM INC | $832 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IPX | IPERIONX LTD F UNSPONSORED ADR 1 ADR REPS 10 ORD SHS | $832 | 0.00% | 28 | 28 | — | $832 | 新建仓 |
| NXT | NEXTPOWER INC | $834 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MNRO | MONRO INC | $838 | 0.00% | 49 | 49 | — | $838 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PL F CLASS A | $838 | 0.00% | 134 | 134 | — | $838 | 新建仓 |
| VYX | NCR VOYIX CORP | $842 | 0.00% | 103 | 103 | — | $842 | 新建仓 |
| UL | UNILEVER PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $842 | 0.00% | 14 | 14 | — | $842 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $843 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $853 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $854 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $856 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $875 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CNNE | CANNAE HLDGS INC | $878 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $883 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $894 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RDWR | RADWARE LTD | $895 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $897 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOL | $897 | 0.00% | 18 | 18 | — | $897 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $910 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $915 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $918 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $925 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CVLG | COVENANT LOGISTICS GROUP INC | $928 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $938 | 0.00% | 13 | 1 | 8.3% | $72 | 加仓 |
| RXO | RXO INC | $938 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $946 | 0.00% | 69 | 35 | 102.9% | $480 | 加仓 |
| LNG | CHENIERE ENERGY INC | $956 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MOMO | HELLO GROUP INC F UNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $963 | 0.00% | 166 | 166 | — | $963 | 新建仓 |
| — | CROSS CTRY HEALTHCARE INC | $964 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $965 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $965 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SRTA | STRATA CRITICAL MEDICAL CLASS A | $975 | 0.00% | 185 | 185 | — | $975 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $981 | 0.00% | 4 | -4 | -50.0% | -$981 | 减仓 |
| UNIT | UNITI GROUP LLC | $986 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER | $986 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $986 | 0.00% | 37 | 24 | 184.6% | $640 | 加仓 |
| TR | TOOTSIE ROLL INDS INC | $989 | 0.00% | 25 | -8 | -24.2% | -$316 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $989 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $1,005 | 0.00% | 8 | 8 | — | $1,005 | 新建仓 |
| AAON | AAON INC | $1,015 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC | $1,017 | 0.00% | 12 | 5 | 71.4% | $424 | 加仓 |
| MYE | MYERS INDS INC | $1,024 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,030 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1,033 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $1,034 | 0.00% | 18 | 1 | 5.9% | $57 | 加仓 |
| DFH | DREAM FINDERS HOMES INC CLASS A | $1,036 | 0.00% | 60 | 60 | — | $1,036 | 新建仓 |
| CBRE | CBRE GROUP INC | $1,037 | 0.00% | 8 | 1 | 14.3% | $130 | 加仓 |
| — | SELECT MED HLDGS CORP | $1,040 | 0.00% | 63 | 44 | 231.6% | $726 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,042 | 0.00% | 2 | -1 | -33.3% | -$521 | 减仓 |
| MS | MORGAN STANLEY | $1,045 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $1,046 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,050 | 0.00% | 9 | 1 | 12.5% | $117 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $1,051 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $1,058 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED F | $1,069 | 0.00% | 23 | 23 | — | $1,069 | 新建仓 |
| GEN | GEN DIGITAL INC | $1,070 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $1,075 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | WEAVE COMMUNICATIONS INC | $1,084 | 0.00% | 181 | 181 | — | $1,084 | 新建仓 |
| AMGN | AMGEN INC | $1,086 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $1,090 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $1,091 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $1,092 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SSTK | SHUTTERSTOCK INC MERGER ELECTION EXP: 07/15/26 | $1,102 | 0.00% | 79 | 79 | — | $1,102 | 新建仓 |
| CI | THE CIGNA GROUP | $1,103 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1,124 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $1,130 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1,133 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $1,133 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $1,142 | 0.00% | 14 | 8 | 133.3% | $653 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $1,162 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ETD | ETHAN ALLEN INTERIORS IN | $1,162 | 0.00% | 52 | 52 | — | $1,162 | 新建仓 |
| LCII | LCI INDS | $1,165 | 0.00% | 11 | 11 | — | $1,165 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC | $1,184 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $1,185 | 0.00% | 18 | -52 | -74.3% | -$3,423 | 减仓 |
| RUM | RUMBLE INC COM CL | $1,186 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $1,188 | 0.00% | 42 | -11 | -20.8% | -$311 | 减仓 |
| ALL | ALLSTATE CORP | $1,190 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1,200 | 0.00% | 6 | 2 | 50.0% | $400 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $1,206 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC | $1,207 | 0.00% | 59 | 59 | — | $1,207 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,213 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1,221 | 0.00% | 15 | 1 | 7.1% | $81 | 加仓 |
| AVA | AVISTA CORP | $1,227 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $1,230 | 0.00% | 8 | -4 | -33.3% | -$615 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $1,230 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $1,231 | 0.00% | 13 | 1 | 8.3% | $95 | 加仓 |
| ETON | ETON PHARMACEUTICALS INC | $1,231 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,236 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $1,236 | 0.00% | 6 | 0 | 0.0% | — | 不变 |