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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,219.56万 | 20.57% | 34,013 | -7,218 | -17.5% | -$471.02万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,684.38万 | 15.61% | 500,724 | 496,069 | 10,656.7% | $1,668.72万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $946.26万 | 8.77% | 189,100 | -7,648 | -3.9% | -$38.27万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $763.55万 | 7.08% | 68,878 | -6,331 | -8.4% | -$70.18万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $697.57万 | 6.46% | 67,461 | -10,421 | -13.4% | -$107.76万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F INTRNL | $596.45万 | 5.53% | 78,722 | 7,230 | 10.1% | $54.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $543.19万 | 5.03% | 5,430 | 1,342 | 32.8% | $134.25万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR STATE STREET | $516.05万 | 4.78% | 112,472 | -6,442 | -5.4% | -$29.56万 | 减仓 |
| MCD | MCDONALDS CORP | $365.46万 | 3.39% | 11,760 | 11,750 | 117,500.0% | $365.15万 | 加仓 |
| TLT | ISHARES TR | $273.81万 | 2.54% | 31,585 | -195 | -0.6% | -$1.69万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F NASDAQ | $221.15万 | 2.05% | 39,832 | -1,761 | -4.2% | -$9.78万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $181.93万 | 1.69% | 9,272 | -479 | -4.9% | -$9.40万 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $139.79万 | 1.30% | 35,453 | 0 | 0.0% | — | 不变 |
| PTRB | PGIM ETF TR | $134.59万 | 1.25% | 32,347 | -1,558 | -4.6% | -$6.48万 | 减仓 |
| AAPL | APPLE INC | $79.64万 | 0.74% | 3,090 | -57 | -1.8% | -$1.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $74.04万 | 0.69% | 3,898 | -30 | -0.8% | -$5,699 | 减仓 |
| MSFT | MICROSOFT CORP | $73.22万 | 0.68% | 1,975 | 156 | 8.6% | $5.78万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $72.29万 | 0.67% | 15,363 | -1,681 | -9.9% | -$7.91万 | 减仓 |
| QCOM | QUALCOMM INC | $63.19万 | 0.59% | 4,901 | -589 | -10.7% | -$7.59万 | 减仓 |
| BAC | BANK AMERICA CORP | $52.64万 | 0.49% | 10,796 | 53 | 0.5% | $2,584 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $47.08万 | 0.44% | 5,100 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $45.37万 | 0.42% | 8,438 | -3,245 | -27.8% | -$17.45万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $43.16万 | 0.40% | 2,687 | 17 | 0.6% | $2,731 | 加仓 |
| ANET | ARISTA NETWORKS INC | $36.15万 | 0.34% | 2,942 | 1,118 | 61.3% | $13.74万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $34.66万 | 0.32% | 2,763 | -309 | -10.1% | -$3.88万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $33.93万 | 0.31% | 1,586 | 1 | 0.1% | $214 | 加仓 |
| GWW | WW GRAINGER INC | $27.71万 | 0.26% | 254 | -10 | -3.8% | -$1.09万 | 减仓 |
| QQQ | INVESCO QQQ TR | $24.93万 | 0.23% | 432 | 1 | 0.2% | $577 | 加仓 |
| BE | BLOOM ENERGY CORP | $21.34万 | 0.20% | 1,575 | -452 | -22.3% | -$6.12万 | 减仓 |
| REET | ISHARES TR | $19.59万 | 0.18% | 7,788 | -1,864 | -19.3% | -$4.69万 | 减仓 |
| PATH | UIPATH INC | $19.56万 | 0.18% | 17,619 | -303 | -1.7% | -$3,363 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $18.76万 | 0.17% | 3,790 | 1,424 | 60.2% | $7.05万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP | $17.80万 | 0.17% | 6,944 | -14 | -0.2% | -$359 | 减仓 |
| — | HONEYWELL INTL INC | $17.79万 | 0.16% | 788 | -288 | -26.8% | -$6.50万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $17.78万 | 0.16% | 639 | 303 | 90.2% | $8.43万 | 加仓 |
| AZO | AUTOZONE INC | $16.89万 | 0.16% | 50 | 0 | 0.0% | — | 不变 |
| HZO | MARINEMAX INC | $16.44万 | 0.15% | 6,072 | -739 | -10.9% | -$2.00万 | 减仓 |
| TSLA | TESLA INC | $16.21万 | 0.15% | 434 | 107 | 32.7% | $4.00万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $15.90万 | 0.15% | 2,933 | -234 | -7.4% | -$1.27万 | 减仓 |
| AMZN | AMAZON COM INC | $15.86万 | 0.15% | 751 | 24 | 3.3% | $5,070 | 加仓 |
| BA | BOEING CO | $15.48万 | 0.14% | 778 | 96 | 14.1% | $1.91万 | 加仓 |
| V | VISA INC | $14.74万 | 0.14% | 488 | -59 | -10.8% | -$1.78万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $13.91万 | 0.13% | 3,581 | 9 | 0.3% | $350 | 加仓 |
| GOOGL | ALPHABET INC | $13.77万 | 0.13% | 470 | 164 | 53.6% | $4.80万 | 加仓 |
| EFA | ISHARES TR | $13.60万 | 0.13% | 1,400 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $13.56万 | 0.13% | 383 | 11 | 3.0% | $3,895 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.52万 | 0.13% | 282 | 97 | 52.4% | $4.65万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $13.42万 | 0.12% | 418 | -3 | -0.7% | -$963 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $11.88万 | 0.11% | 345 | -703 | -67.1% | -$24.21万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $11.64万 | 0.11% | 1,857 | -454 | -19.6% | -$2.85万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.61万 | 0.11% | 3,488 | -525,458 | -99.3% | -$1,749.50万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $11.58万 | 0.11% | 1,056 | 132 | 14.3% | $1.45万 | 加仓 |
| IVV | ISHARES TR CORE | $10.45万 | 0.10% | 160 | -15 | -8.6% | -$9,798 | 减仓 |
| WM | WASTE MGMT INC DEL | $10.36万 | 0.10% | 451 | -177 | -28.2% | -$4.07万 | 减仓 |
| PWR | QUANTA SVCS INC | $10.34万 | 0.10% | 188 | -124 | -39.7% | -$6.82万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $9.44万 | 0.09% | 563 | -164 | -22.6% | -$2.75万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $9.36万 | 0.09% | 1,007 | -505 | -33.4% | -$4.69万 | 减仓 |
| T | AT&T INC | $8.97万 | 0.08% | 3,107 | 37 | 1.2% | $1,068 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $8.90万 | 0.08% | 1,206 | 3 | 0.2% | $221 | 加仓 |
| SGOV | ISHARES TR 0-3 | $8.72万 | 0.08% | 866 | 866 | — | $8.72万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $8.68万 | 0.08% | 199 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $8.68万 | 0.08% | 3,750 | 28 | 0.8% | $648 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $8.30万 | 0.08% | 5,784 | 26 | 0.5% | $373 | 加仓 |
| IWP | ISHARES TR | $8.16万 | 0.08% | 637 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $7.21万 | 0.07% | 203 | 1 | 0.5% | $355 | 加仓 |
| XLE | SELECT SECTOR SPDR TR STATE STREET | $7.15万 | 0.07% | 1,167 | 1,167 | — | $7.15万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $7.11万 | 0.07% | 965 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $6.90万 | 0.06% | 400 | -229 | -36.4% | -$3.95万 | 减仓 |
| NFLX | NETFLIX INC. | $6.71万 | 0.06% | 699 | 699 | — | $6.71万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $6.58万 | 0.06% | 109 | 1 | 0.9% | $604 | 加仓 |
| ESGU | ISHARES TR | $6.52万 | 0.06% | 461 | 1 | 0.2% | $141 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6.06万 | 0.06% | 101 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $5.79万 | 0.05% | 239 | 145 | 154.3% | $3.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5.77万 | 0.05% | 1,569 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $5.55万 | 0.05% | 720 | 1 | 0.1% | $77 | 加仓 |
| WMT | WALMART INC | $5.25万 | 0.05% | 419 | 356 | 565.1% | $4.46万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $5.16万 | 0.05% | 252 | 4 | 1.6% | $819 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5.07万 | 0.05% | 110 | 70 | 175.0% | $3.23万 | 加仓 |
| TLH | ISHARES TR 10-20 YR TRS | $4.99万 | 0.05% | 495 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $4.93万 | 0.05% | 239 | 11 | 4.8% | $2,268 | 加仓 |
| DHR | DANAHER CORP DEL | $4.80万 | 0.04% | 253 | -2 | -0.8% | -$379 | 减仓 |
| IAU | ISHARES GOLD TR | $4.50万 | 0.04% | 510 | 510 | — | $4.50万 | 新建仓 |
| MRK | MERCK & CO INC | $4.49万 | 0.04% | 375 | 328 | 697.9% | $3.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4.47万 | 0.04% | 151 | 15 | 11.0% | $4,436 | 加仓 |
| KEY | KEYCORP | $4.46万 | 0.04% | 2,223 | -383 | -14.7% | -$7,681 | 减仓 |
| VLO | VALERO ENERGY CORP | $4.36万 | 0.04% | 176 | 1 | 0.6% | $248 | 加仓 |
| — | EXXON MOBIL CORP | $4.34万 | 0.04% | 260 | 198 | 319.4% | $3.31万 | 加仓 |
| ABBV | ABBVIE INC | $4.31万 | 0.04% | 199 | 141 | 243.1% | $3.06万 | 加仓 |
| DSI | ISHARES TR | $3.83万 | 0.04% | 316 | 1 | 0.3% | $121 | 加仓 |
| CAT | CATERPILLAR INC | $3.71万 | 0.03% | 49 | 34 | 226.7% | $2.57万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3.64万 | 0.03% | 2,286 | 2,167 | 1,821.0% | $3.45万 | 加仓 |
| — | COSTCO WHOLESALE CORPORATION | $3.55万 | 0.03% | 6 | 6 | — | $3.55万 | 新建仓 |
| EME | EMCOR GROUP INC | $3.49万 | 0.03% | 46 | -79 | -63.2% | -$5.99万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $3.46万 | 0.03% | 124 | 3 | 2.5% | $837 | 加仓 |
| SBUX | STARBUCKS CORP | $3.32万 | 0.03% | 371 | 1 | 0.3% | $90 | 加仓 |
| WPC | WP CAREY INC | $3.29万 | 0.03% | 476 | 23 | 5.1% | $1,589 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.27万 | 0.03% | 95 | -29 | -23.4% | -$9,979 | 减仓 |
| RTX | RTX CORPORATION | $3.18万 | 0.03% | 165 | 165 | — | $3.18万 | 新建仓 |
| CVS | CVS HEALTH CORP | $3.13万 | 0.03% | 436 | -196 | -31.0% | -$1.41万 | 减仓 |
| DASH | DOORDASH INC | $3.07万 | 0.03% | 204 | -22 | -9.7% | -$3,306 | 减仓 |