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 |
|---|---|---|---|---|---|---|---|---|
| XLRE | SELECT SECTOR SPDR TR | $1.46万 | 0.01% | 331 | 3 | 0.9% | $132 | 加仓 |
| ITOT | ISHARES TR | $1.52万 | 0.01% | 93 | 1 | 1.1% | $163 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.53万 | 0.01% | 101 | 101 | — | $1.53万 | 新建仓 |
| DIS | DISNEY WALT CO | $1.69万 | 0.01% | 175 | 7 | 4.2% | $677 | 加仓 |
| COP | CONOCOPHILLIPS | $1.69万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.72万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.76万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1.80万 | 0.01% | 32 | -7 | -17.9% | -$3,943 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.83万 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.91万 | 0.01% | 1,100 | 100 | 10.0% | $1,735 | 加仓 |
| UNM | UNUM GROUP | $1.92万 | 0.01% | 215 | 1 | 0.5% | $89 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.94万 | 0.01% | 553 | 62 | 12.6% | $2,171 | 加仓 |
| SNOW | SNOWFLAKE INC | $1.96万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $2.05万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $2.17万 | 0.02% | 211 | 3 | 1.4% | $308 | 加仓 |
| GLD | SPDR GOLD TRUST | $2.17万 | 0.02% | 59 | 59 | — | $2.17万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.19万 | 0.02% | 247 | 79 | 47.0% | $7,007 | 加仓 |
| ALLY | ALLY FINL INC | $2.34万 | 0.02% | 509 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.37万 | 0.02% | 67 | 48 | 252.6% | $1.70万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2.42万 | 0.02% | 153 | 1 | 0.7% | $158 | 加仓 |
| EFIV | SPDR SERIES TRUST | $2.47万 | 0.02% | 339 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.48万 | 0.02% | 438 | 1 | 0.2% | $57 | 加仓 |
| AVGO | BROADCOM INC | $2.54万 | 0.02% | 67 | 13 | 24.1% | $4,924 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.98万 | 0.02% | 120 | -4 | -3.2% | -$995 | 减仓 |
| — | INNOVATOR ETFS TRUST | $3.04万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $3.05万 | 0.02% | 53 | 13 | 32.5% | $7,492 | 加仓 |
| RTX | RTX CORPORATION | $3.13万 | 0.02% | 165 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $3.38万 | 0.03% | 29 | 2 | 7.4% | $2,328 | 加仓 |
| SMR | NUSCALE PWR CORP | $3.44万 | 0.03% | 3,431 | 1,980 | 136.5% | $1.99万 | 加仓 |
| WPC | WP CAREY INC | $3.48万 | 0.03% | 481 | 5 | 1.1% | $362 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.54万 | 0.03% | 74 | -21 | -22.1% | -$1.01万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3.55万 | 0.03% | 214 | -25 | -10.5% | -$4,144 | 减仓 |
| KEY | KEYCORP | $3.80万 | 0.03% | 1,651 | -572 | -25.7% | -$1.32万 | 减仓 |
| SBUX | STARBUCKS CORP | $3.81万 | 0.03% | 372 | 1 | 0.3% | $102 | 加仓 |
| IAU | ISHARES GOLD TR | $3.85万 | 0.03% | 510 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $3.88万 | 0.03% | 442 | -565 | -56.1% | -$4.96万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $3.99万 | 0.03% | 1,944 | 1,944 | — | $3.99万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $4.00万 | 0.03% | 468 | -252 | -35.0% | -$2.15万 | 减仓 |
| PLAB | PHOTRONICS INC | $4.06万 | 0.03% | 1,247 | 1,077 | 633.5% | $3.50万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $4.15万 | 0.03% | 676 | -39,156 | -98.3% | -$240.60万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4.46万 | 0.03% | 112 | 2 | 1.8% | $796 | 加仓 |
| DSI | ISHARES TR | $4.51万 | 0.03% | 317 | 1 | 0.3% | $142 | 加仓 |
| VLO | VALERO ENERGY CORP | $4.61万 | 0.04% | 177 | 1 | 0.6% | $261 | 加仓 |
| DHR | DANAHER CORP DEL | $4.78万 | 0.04% | 251 | -2 | -0.8% | -$381 | 减仓 |
| WMT | WALMART INC | $4.78万 | 0.04% | 422 | 3 | 0.7% | $340 | 加仓 |
| MRK | MERCK & CO INC | $4.83万 | 0.04% | 376 | 1 | 0.3% | $129 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $4.84万 | 0.04% | 249 | -3 | -1.2% | -$583 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $4.90万 | 0.04% | 6 | 6 | — | $4.90万 | 新建仓 |
| TLH | ISHARES TR | $4.97万 | 0.04% | 495 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $5.02万 | 0.04% | 200 | 1 | 0.5% | $251 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5.06万 | 0.04% | 155 | 4 | 2.6% | $1,307 | 加仓 |
| CAT | CATERPILLAR INC | $5.22万 | 0.04% | 49 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $5.56万 | 0.04% | 109 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $6.08万 | 0.05% | 239 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $6.37万 | 0.05% | 203 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $6.40万 | 0.05% | 3,093 | -14 | -0.5% | -$290 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.49万 | 0.05% | 1,897 | -1,591 | -45.6% | -$5.44万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6.55万 | 0.05% | 1,569 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $6.99万 | 0.05% | 102 | 1 | 1.0% | $685 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $7.08万 | 0.05% | 965 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $7.56万 | 0.06% | 462 | 1 | 0.2% | $164 | 加仓 |
| SGOV | ISHARES TR 0-3 | $7.70万 | 0.06% | 765 | -101 | -11.7% | -$1.02万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $8.30万 | 0.06% | 376 | 376 | — | $8.30万 | 新建仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $8.33万 | 0.06% | 5,822 | 38 | 0.7% | $544 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $8.37万 | 0.06% | 223 | -416 | -65.1% | -$15.61万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8.57万 | 0.07% | 295 | -50 | -14.5% | -$1.45万 | 减仓 |
| SUSC | ISHARES TR | $8.78万 | 0.07% | 3,793 | 43 | 1.1% | $995 | 加仓 |
| HON | HONEYWELL INTL INC | $8.79万 | 0.07% | 393 | -395 | -50.1% | -$8.84万 | 减仓 |
| IWP | ISHARES TR | $9.34万 | 0.07% | 638 | 1 | 0.2% | $146 | 加仓 |
| CRM | SALESFORCE INC | $9.45万 | 0.07% | 603 | 572 | 1,845.2% | $8.96万 | 加仓 |
| PWR | QUANTA SVCS INC | $9.76万 | 0.07% | 136 | -52 | -27.7% | -$3.73万 | 减仓 |
| DASH | DOORDASH INC | $9.84万 | 0.08% | 533 | 329 | 161.3% | $6.08万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $10.03万 | 0.08% | 1,212 | 6 | 0.5% | $497 | 加仓 |
| VUG | VANGUARD INDEX FDS | $10.29万 | 0.08% | 1,194 | 0 | 0.0% | — | 不变 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $10.61万 | 0.08% | 5,104 | 4,804 | 1,601.3% | $9.99万 | 加仓 |
| NOW | SERVICENOW INC | $10.68万 | 0.08% | 1,075 | 1,021 | 1,890.7% | $10.14万 | 加仓 |
| COHR | COHERENT CORP | $11.37万 | 0.09% | 288 | 228 | 380.0% | $9.00万 | 加仓 |
| — | EXXON MOBIL CORP | $11.45万 | 0.09% | 838 | 578 | 222.3% | $7.90万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $11.46万 | 0.09% | 633 | 70 | 12.4% | $1.27万 | 加仓 |
| IVV | ISHARES TR | $11.98万 | 0.09% | 160 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $13.00万 | 0.10% | 384 | 1 | 0.3% | $339 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.11万 | 0.11% | 282 | 0 | 0.0% | — | 不变 |
| HZO | MARINEMAX INC | $14.13万 | 0.11% | 3,858 | -2,214 | -36.5% | -$8.11万 | 减仓 |
| EFA | ISHARES TR | $14.76万 | 0.11% | 1,421 | 21 | 1.5% | $2,182 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $14.99万 | 0.11% | 1,669 | -188 | -10.1% | -$1.69万 | 减仓 |
| BA | BOEING CO | $15.06万 | 0.11% | 696 | -82 | -10.5% | -$1.77万 | 减仓 |
| AZO | AUTOZONE INC | $15.34万 | 0.12% | 48 | -2 | -4.0% | -$6,392 | 减仓 |
| VTI | VANGUARD INDEX FDS | $15.43万 | 0.12% | 417 | -1 | -0.2% | -$370 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $15.92万 | 0.12% | 3,589 | 8 | 0.2% | $355 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $16.91万 | 0.13% | 1,519 | 463 | 43.8% | $5.15万 | 加仓 |
| V | VISA INC | $16.93万 | 0.13% | 493 | 5 | 1.0% | $1,717 | 加仓 |
| QCOM | QUALCOMM INC | $18.49万 | 0.14% | 1,000 | -3,901 | -79.6% | -$72.12万 | 减仓 |
| GOOGL | ALPHABET INC | $18.92万 | 0.14% | 530 | 60 | 12.8% | $2.14万 | 加仓 |
| REET | ISHARES TR | $18.93万 | 0.14% | 6,854 | -934 | -12.0% | -$2.58万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.59万 | 0.16% | 6,996 | 52 | 0.7% | $1,530 | 加仓 |
| PATH | UIPATH INC | $21.46万 | 0.16% | 19,743 | 2,124 | 12.1% | $2.31万 | 加仓 |
| TSLA | TESLA INC | $22.65万 | 0.17% | 539 | 105 | 24.2% | $4.41万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $22.94万 | 0.18% | 7,306 | 4,373 | 149.1% | $13.73万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $23.33万 | 0.18% | 11,853 | 9,567 | 418.5% | $18.83万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $23.76万 | 0.18% | 2,453 | -310 | -11.2% | -$3.00万 | 减仓 |