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 |
|---|---|---|---|---|---|---|---|---|
| WPC | WP CAREY INC | $3.48万 | 0.03% | 481 | 5 | 1.1% | $362 | 加仓 |
| SMR | NUSCALE PWR CORP | $3.44万 | 0.03% | 3,431 | 1,980 | 136.5% | $1.99万 | 加仓 |
| GEV | GE VERNOVA INC | $3.38万 | 0.03% | 29 | 2 | 7.4% | $2,328 | 加仓 |
| RTX | RTX CORPORATION | $3.13万 | 0.02% | 165 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $3.05万 | 0.02% | 53 | 13 | 32.5% | $7,492 | 加仓 |
| — | INNOVATOR ETFS TRUST | $3.04万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $2.98万 | 0.02% | 120 | -4 | -3.2% | -$995 | 减仓 |
| AVGO | BROADCOM INC | $2.54万 | 0.02% | 67 | 13 | 24.1% | $4,924 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.48万 | 0.02% | 438 | 1 | 0.2% | $57 | 加仓 |
| EFIV | SPDR SERIES TRUST | $2.47万 | 0.02% | 339 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $2.42万 | 0.02% | 153 | 1 | 0.7% | $158 | 加仓 |
| HD | HOME DEPOT INC | $2.37万 | 0.02% | 67 | 48 | 252.6% | $1.70万 | 加仓 |
| ALLY | ALLY FINL INC | $2.34万 | 0.02% | 509 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.19万 | 0.02% | 247 | 79 | 47.0% | $7,007 | 加仓 |
| GLD | SPDR GOLD TRUST | $2.17万 | 0.02% | 59 | 59 | — | $2.17万 | 新建仓 |
| ESGD | ISHARES TR | $2.17万 | 0.02% | 211 | 3 | 1.4% | $308 | 加仓 |
| D | DOMINION ENERGY INC | $2.05万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1.96万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.94万 | 0.01% | 553 | 62 | 12.6% | $2,171 | 加仓 |
| UNM | UNUM GROUP | $1.92万 | 0.01% | 215 | 1 | 0.5% | $89 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.91万 | 0.01% | 1,100 | 100 | 10.0% | $1,735 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.83万 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1.80万 | 0.01% | 32 | -7 | -17.9% | -$3,943 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.76万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.72万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.69万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.69万 | 0.01% | 175 | 7 | 4.2% | $677 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.53万 | 0.01% | 101 | 101 | — | $1.53万 | 新建仓 |
| ITOT | ISHARES TR | $1.52万 | 0.01% | 93 | 1 | 1.1% | $163 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $1.46万 | 0.01% | 331 | 3 | 0.9% | $132 | 加仓 |
| CSCO | CISCO SYS INC | $1.44万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $1.44万 | 0.01% | 3,847 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.35万 | 0.01% | 255 | -912 | -78.1% | -$4.84万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1.30万 | 0.01% | 80 | -320 | -80.0% | -$5.21万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.28万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.25万 | 0.01% | 57 | -1 | -1.7% | -$220 | 减仓 |
| GOOG | ALPHABET INC | $1.20万 | 0.01% | 34 | 12 | 54.5% | $4,232 | 加仓 |
| IDU | ISHARES TR | $1.19万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE MUN BD FD | $1.16万 | 0.01% | 1,160 | 18 | 1.6% | $179 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.12万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.10万 | 0.01% | 106 | -330 | -75.7% | -$3.42万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.06万 | 0.01% | 80 | 11 | 15.9% | $1,453 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.04万 | 0.01% | 9 | 3 | 50.0% | $3,463 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.02万 | 0.01% | 169 | 1 | 0.6% | $61 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.01万 | 0.01% | 24 | 2 | 9.1% | $842 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $9,782 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $9,717 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $9,531 | 0.01% | 300 | -174 | -36.7% | -$5,528 | 减仓 |
| PEP | PEPSICO INC | $9,449 | 0.01% | 70 | 4 | 6.1% | $540 | 加仓 |
| EME | EMCOR GROUP INC | $9,343 | 0.01% | 11 | -35 | -76.1% | -$2.97万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $9,067 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $8,981 | 0.01% | 71 | -3 | -4.1% | -$379 | 减仓 |
| NULV | NUSHARES ETF TR | $8,892 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $8,868 | 0.01% | 292 | 14 | 5.0% | $425 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $8,617 | 0.01% | 128 | 1 | 0.8% | $67 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $8,587 | 0.01% | 203 | 25 | 14.0% | $1,058 | 加仓 |
| WM | WASTE MGMT INC DEL | $8,426 | 0.01% | 38 | -413 | -91.6% | -$9.16万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $8,388 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $8,185 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $8,148 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $8,002 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $7,404 | 0.01% | 104 | -595 | -85.1% | -$4.24万 | 减仓 |
| MET | METLIFE INC | $7,277 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $7,096 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $7,053 | 0.01% | 52 | 7 | 15.6% | $949 | 加仓 |
| USB | US BANCORP | $6,894 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $6,868 | 0.01% | 6 | 4 | 200.0% | $4,579 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $6,773 | 0.01% | 379 | -1,059 | -73.6% | -$1.89万 | 重新持有 |
| PFE | PFIZER INC | $6,574 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $6,485 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $6,389 | 0.00% | 137 | 24 | 21.2% | $1,119 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $6,213 | 0.00% | 260 | 14 | 5.7% | $335 | 加仓 |
| ENB | ENBRIDGE INC | $5,855 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $5,607 | 0.00% | 10 | 10 | — | $5,607 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $5,550 | 0.00% | 73 | 1 | 1.4% | $76 | 加仓 |
| VNO | VORNADO RLTY TR | $5,463 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $5,446 | 0.00% | 37 | -9 | -19.6% | -$1,325 | 减仓 |
| RSG | REPUBLIC SVCS INC | $5,079 | 0.00% | 24 | 10 | 71.4% | $2,116 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $5,036 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $4,956 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $4,809 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $4,802 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SHBI | SHORE BANCSHARES INC | $4,751 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $4,647 | 0.00% | 28 | -1 | -3.4% | -$166 | 减仓 |
| CMCSA | COMCAST CORP NEW | $4,570 | 0.00% | 186 | 25 | 15.5% | $614 | 加仓 |
| AMAT | APPLIED MATLS INC | $4,338 | 0.00% | 6 | -1 | -14.3% | -$723 | 减仓 |
| Q | QNITY ELECTRONICS INC | $4,246 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $4,242 | 0.00% | 334 | 6 | 1.8% | $76 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $4,175 | 0.00% | 96 | 9 | 10.3% | $391 | 加仓 |
| BROS | DUTCH BROS INC | $4,093 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $4,087 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $4,059 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $4,020 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $3,982 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,958 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $3,950 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,938 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $3,887 | 0.00% | 203 | 3 | 1.5% | $57 | 加仓 |
| MOG/A | MOOG INC | $3,815 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $3,801 | 0.00% | 16 | 0 | 0.0% | — | 不变 |