Investors Portfolio Services LLC
PUYALLUP WA · SEC CIK 0002073833
$1.08亿2026Q1 申报市值
695持仓数
79.8%前十大占比 · 第一大 20.6%
356 / 86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
FIRST TR EXCHNG 加仓+$1,668.72万
MCD 加仓+$365.15万
COST 加仓+$134.25万
JIRE 加仓+$54.78万
ANET 加仓+$13.74万
2026Q1 卖出最多 按季末市值估算
FIRST TR EXCHNG 减仓-$1,749.50万
SPY 减仓-$471.02万
XMHQ 减仓-$107.76万
AIRR 减仓-$70.18万
GPIX 减仓-$38.27万
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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $3,933 | 0.00% | 42 | 11 | 35.5% | $1,030 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3,940 | 0.00% | 87 | -8 | -8.4% | -$362 | 减仓 |
| SHBI | SHORE BANCSHARES INC | $3,983 | 0.00% | 207 | 207 | — | $3,983 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $3,998 | 0.00% | 328 | -3,135 | -90.5% | -$3.82万 | 减仓 |
| VNO | VORNADO RLTY TR | $4,280 | 0.00% | 139 | 139 | — | $4,280 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $4,340 | 0.00% | 26 | 22 | 550.0% | $3,672 | 加仓 |
| CSX | CSX CORP | $4,375 | 0.00% | 101 | 49 | 94.2% | $2,123 | 加仓 |
| CMCSA | COMCAST CORP NEW | $4,521 | 0.00% | 161 | -10 | -5.8% | -$281 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $4,648 | 0.00% | 29 | 29 | — | $4,648 | 新建仓 |
| NOW | SERVICENOW INC | $4,692 | 0.00% | 54 | 54 | — | $4,692 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $4,838 | 0.00% | 6 | -4 | -40.0% | -$3,225 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $5,062 | 0.00% | 38 | 10 | 35.7% | $1,332 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $5,107 | 0.00% | 155 | 62 | 66.7% | $2,043 | 加仓 |
| CRM | SALESFORCE INC | $5,176 | 0.00% | 31 | 27 | 675.0% | $4,508 | 加仓 |
| BLK | BLACKROCK INC | $5,209 | 0.00% | 5 | 1 | 25.0% | $1,042 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $5,247 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $5,303 | 0.00% | 37 | -531 | -93.5% | -$7.61万 | 减仓 |
| EXC | EXELON CORP | $5,493 | 0.01% | 113 | -17 | -13.1% | -$826 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $5,647 | 0.01% | 246 | -80 | -24.5% | -$1,836 | 减仓 |
| ENB | ENBRIDGE INC | $5,848 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $5,954 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $5,983 | 0.01% | 114 | 32 | 39.0% | $1,679 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $6,193 | 0.01% | 300 | 300 | — | $6,193 | 新建仓 |
| PLD | PROLOGIS INC. | $6,251 | 0.01% | 45 | 11 | 32.4% | $1,528 | 加仓 |
| GOOG | ALPHABET INC | $6,339 | 0.01% | 22 | -5 | -18.5% | -$1,441 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $6,346 | 0.01% | 22 | -101 | -82.1% | -$2.91万 | 减仓 |
| MET | METLIFE INC | $6,400 | 0.01% | 86 | 21 | 32.3% | $1,563 | 加仓 |
| FTV | FORTIVE CORP | $6,416 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $6,466 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $6,553 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC COMMON | $6,592 | 0.01% | 278 | 4 | 1.5% | $95 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6,597 | 0.01% | 46 | 12 | 35.3% | $1,721 | 加仓 |
| — | PACER FDS TR | $6,864 | 0.01% | 187 | 5 | 2.7% | $184 | 加仓 |
| PLAB | PHOTRONICS INC | $7,472 | 0.01% | 170 | 110 | 183.3% | $4,835 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $7,552 | 0.01% | 58 | 18 | 45.0% | $2,344 | 加仓 |
| PFE | PFIZER INC | $7,587 | 0.01% | 273 | -1 | -0.4% | -$28 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $7,798 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $7,865 | 0.01% | 23 | 9 | 64.3% | $3,078 | 加仓 |
| NULV | NUSHARES ETF TR NUVEEN | $8,093 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $8,136 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $8,289 | 0.01% | 84 | 1 | 1.2% | $99 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $8,421 | 0.01% | 2 | 2 | — | $8,421 | 新建仓 |
| — | TIDAL TRUST II YIELDMAX | $8,556 | 0.01% | 285 | 32 | 12.6% | $961 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $8,756 | 0.01% | 178 | 7 | 4.1% | $344 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $8,859 | 0.01% | 10 | 2 | 25.0% | $1,772 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $9,370 | 0.01% | 69 | -3 | -4.2% | -$407 | 减仓 |
| XEL | XCEL ENERGY INC | $9,613 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $9,614 | 0.01% | 19 | 5 | 35.7% | $2,530 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $9,708 | 0.01% | 74 | 4 | 5.7% | $525 | 加仓 |
| PEP | PEPSICO INC | $1.01万 | 0.01% | 66 | 6 | 10.0% | $915 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.09万 | 0.01% | 40 | -2 | -4.8% | -$543 | 减仓 |
| — | FIDELITY ETHEREUM FD | $1.09万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE MUN BD FD | $1.12万 | 0.01% | 1,142 | 17 | 1.5% | $166 | 加仓 |
| CSCO | CISCO SYS INC | $1.15万 | 0.01% | 123 | 39 | 46.4% | $3,655 | 加仓 |
| SNOW | SNOWFLAKE INC | $1.16万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR U.S. UTILITS | $1.19万 | 0.01% | 103 | 1 | 1.0% | $116 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.29万 | 0.01% | 168 | -505 | -75.0% | -$3.89万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.30万 | 0.01% | 220 | -6 | -2.7% | -$354 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.30万 | 0.01% | 168 | 23 | 15.9% | $1,779 | 加仓 |
| ITOT | ISHARES TR | $1.31万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR STATE STREET | $1.34万 | 0.01% | 328 | 2 | 0.6% | $82 | 加仓 |
| LOW | LOWES COS INC | $1.36万 | 0.01% | 58 | 3 | 5.5% | $703 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.40万 | 0.01% | 138 | 131 | 1,871.4% | $1.33万 | 加仓 |
| C | CITIGROUP INC | $1.40万 | 0.01% | 123 | 1 | 0.8% | $114 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT SHS CREATION | $1.45万 | 0.01% | 491 | -677 | -58.0% | -$2.00万 | 减仓 |
| SRVR | PACER FDS TR | $1.48万 | 0.01% | 474 | 4 | 0.9% | $125 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.50万 | 0.01% | 1,000 | -100 | -9.1% | -$1,505 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.54万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $1.59万 | 0.01% | 1,451 | 1,451 | — | $1.59万 | 新建仓 |
| UNM | UNUM GROUP | $1.60万 | 0.01% | 214 | 38 | 21.6% | $2,834 | 加仓 |
| DIS | DISNEY WALT CO | $1.61万 | 0.01% | 168 | -4 | -2.3% | -$384 | 减仓 |
| COHR | COHERENT CORP | $1.67万 | 0.02% | 60 | -38 | -38.8% | -$1.06万 | 减仓 |
| BTG | B2GOLD CORP | $1.74万 | 0.02% | 3,847 | -533 | -12.2% | -$2,415 | 减仓 |
| AVGO | BROADCOM INC | $1.83万 | 0.02% | 54 | -1 | -1.8% | -$339 | 减仓 |
| D | DOMINION ENERGY INC | $1.85万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR STATE STREET | $1.86万 | 0.02% | 140 | 15 | 12.0% | $1,990 | 加仓 |
| GE | GE AEROSPACE | $1.90万 | 0.02% | 67 | 67 | — | $1.90万 | 新建仓 |
| ESGD | ISHARES TR | $1.99万 | 0.02% | 208 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $2.00万 | 0.02% | 509 | -491 | -49.1% | -$1.93万 | 减仓 |
| COP | CONOCOPHILLIPS | $2.09万 | 0.02% | 163 | 25 | 18.1% | $3,210 | 加仓 |
| EFIV | SPDR SERIES TRUST STATE | $2.14万 | 0.02% | 339 | 90 | 36.1% | $5,677 | 加仓 |
| XLV | SELECT SECTOR SPDR TR STATE STREET | $2.23万 | 0.02% | 152 | -24 | -13.6% | -$3,522 | 减仓 |
| META | META PLATFORMS INC | $2.28万 | 0.02% | 39 | 6 | 18.2% | $3,510 | 加仓 |
| GEV | GE VERNOVA INC | $2.38万 | 0.02% | 27 | 16 | 145.5% | $1.41万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.48万 | 0.02% | 437 | -68 | -13.5% | -$3,856 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2.94万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $3.07万 | 0.03% | 204 | -22 | -9.7% | -$3,306 | 减仓 |
| CVS | CVS HEALTH CORP | $3.13万 | 0.03% | 436 | -196 | -31.0% | -$1.41万 | 减仓 |
| RTX | RTX CORPORATION | $3.18万 | 0.03% | 165 | 165 | — | $3.18万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.27万 | 0.03% | 95 | -29 | -23.4% | -$9,979 | 减仓 |
| WPC | WP CAREY INC | $3.29万 | 0.03% | 476 | 23 | 5.1% | $1,589 | 加仓 |
| SBUX | STARBUCKS CORP | $3.32万 | 0.03% | 371 | 1 | 0.3% | $90 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3.46万 | 0.03% | 124 | 3 | 2.5% | $837 | 加仓 |
| EME | EMCOR GROUP INC | $3.49万 | 0.03% | 46 | -79 | -63.2% | -$5.99万 | 减仓 |
| — | COSTCO WHOLESALE CORPORATION | $3.55万 | 0.03% | 6 | 6 | — | $3.55万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3.64万 | 0.03% | 2,286 | 2,167 | 1,821.0% | $3.45万 | 加仓 |
| CAT | CATERPILLAR INC | $3.71万 | 0.03% | 49 | 34 | 226.7% | $2.57万 | 加仓 |
| DSI | ISHARES TR | $3.83万 | 0.04% | 316 | 1 | 0.3% | $121 | 加仓 |
| ABBV | ABBVIE INC | $4.31万 | 0.04% | 199 | 141 | 243.1% | $3.06万 | 加仓 |
| — | EXXON MOBIL CORP | $4.34万 | 0.04% | 260 | 198 | 319.4% | $3.31万 | 加仓 |