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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $25.86万 | 0.20% | 1,085 | 334 | 44.5% | $7.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $29.82万 | 0.23% | 405 | -27 | -6.2% | -$1.99万 | 减仓 |
| GWW | WW GRAINGER INC | $34.55万 | 0.26% | 254 | 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 |
| ORLY | OREILLY AUTOMOTIVE INC | $46.97万 | 0.36% | 5,100 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $47.69万 | 0.36% | 1,575 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $49.93万 | 0.38% | 2,939 | -3 | -0.1% | -$510 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $52.13万 | 0.40% | 2,736 | 2,596 | 1,854.3% | $49.47万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $53.57万 | 0.41% | 10,013 | 1,575 | 18.7% | $8.43万 | 加仓 |
| BAC | BANK OF AMER CORP | $61.51万 | 0.47% | 10,796 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $68.80万 | 0.53% | 1,587 | 1 | 0.1% | $434 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $73.58万 | 0.56% | 15,175 | -188 | -1.2% | -$9,116 | 减仓 |
| MSFT | MICROSOFT CORP | $82.94万 | 0.63% | 2,223 | 248 | 12.6% | $9.25万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $85.15万 | 0.65% | 2,497 | -190 | -7.1% | -$6.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $87.52万 | 0.67% | 4,375 | 477 | 12.2% | $9.54万 | 加仓 |
| AAPL | APPLE INC | $92.57万 | 0.71% | 3,199 | 109 | 3.5% | $3.15万 | 加仓 |
| PTRB | PGIM ETF TR | $130.42万 | 1.00% | 31,387 | -960 | -3.0% | -$3.99万 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $158.86万 | 1.21% | 35,453 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $201.70万 | 1.54% | 9,255 | -17 | -0.2% | -$3,705 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $221.57万 | 1.69% | 37,358 | 33,568 | 885.7% | $199.09万 | 加仓 |
| TLT | ISHARES TR | $273.96万 | 2.09% | 31,701 | 116 | 0.4% | $1.00万 | 加仓 |
| MCD | MCDONALDS CORP | $317.80万 | 2.43% | 11,757 | -3 | -0.0% | -$811 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $509.21万 | 3.89% | 5,444 | 14 | 0.3% | $1.31万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $595.50万 | 4.55% | 131,342 | 18,870 | 16.8% | $85.56万 | 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 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $901.67万 | 6.88% | 79,879 | 12,418 | 18.4% | $140.17万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $994.44万 | 7.59% | 74,630 | 5,752 | 8.4% | $76.65万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $1,056.91万 | 8.07% | 190,194 | 1,094 | 0.6% | $6.08万 | 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 |
| 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 |