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Investment Research Partners LLC · 13F 持仓分析
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Investment Research Partners LLC

No.5822 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.95亿
环比变动 Q1 2026
+$4,971.9万+20.2%
持仓股票数
278
新买入
50
加仓
169
减仓
45
清仓
17
持股不变
14
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
3.9%3.8%$1,151.0万5.8万股$934.1万5.4万股+3,963股+7.40%加仓
IiShares安硕信托AGG
3.49%3.91%$1,030.8万10.4万股$961.3万9.7万股+7,310股+7.55%加仓
CienaCIEN
3.46%3.28%$1,021.9万2.1万股$806.5万2.1万股+58股+0.28%加仓
IiShares安硕信托IVV
3.27%3.45%$966.2万1.3万股$848.1万1.3万股-83股-0.64%减仓
NNORTHERN LTS FD TR IVPTL
2.91%3.05%$859.3万3.0万股$750.4万3.0万股+88股+0.29%加仓
苹果AAPL
2.88%2.72%$850.7万2.9万股$667.5万2.6万股+3,097股+11.77%加仓
IiShares安硕信托GVI
2.61%3.92%$770.8万7.2万股$963.8万9.0万股-1.8万股-20.00%减仓
AABRDN BLOOMBERGBCI
2.56%3.28%$755.3万33.8万股$807.0万33.2万股+5,853股+1.76%加仓
IiShares安硕信托IGIB
2.19%$647.9万12.2万股$00股+12.2万股新买入
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
2.07%2.14%$611.8万8.0万股$526.2万7.7万股+3,534股+4.60%加仓
谷歌AGOOGL
1.97%1.85%$583.2万1.6万股$455.1万1.6万股+491股+3.10%加仓
微软MSFT
1.78%1.77%$525.1万1.4万股$436.0万1.2万股+2,299股+19.52%加仓
IiShares安硕信托GVI
1.43%1.53%$421.4万3.9万股$375.5万3.5万股+3,787股+10.71%加仓
I景顺交易所交易基金信托RSP
1.38%1.44%$408.8万1.9万股$354.2万1.8万股+756股+4.10%加仓
博通AVGO
1.3%1.27%$385.4万1.0万股$313.0万1.0万股+90股+0.89%加仓
UUNIFIED SER TROAIM
1.18%1.29%$349.4万7.3万股$317.8万7.4万股-744股-1.01%减仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
1.15%1.26%$340.5万14.1万股$309.8万12.8万股+1.3万股+10.49%加仓
IiShares安硕信托HDV
1.14%1.42%$335.7万12.2万股$348.1万2.6万股+9.7万股+377.55%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
1.13%0.62%$334.7万4.1万股$152.8万1.9万股+2.2万股+120.26%加仓
Meta平台META
1.08%1.2%$318.2万5,649股$294.3万5,144股+505股+9.82%加仓
泛林集团LRCX
1.02%0.59%$302.5万6,980股$145.6万6,814股+166股+2.44%加仓
思科CSCO
0.92%0.76%$272.2万2.3万股$186.1万2.4万股-813股-3.39%减仓
TTIMOTHY PLANTPSC
0.83%0.87%$246.7万5.1万股$213.7万5.0万股+1,076股+2.14%加仓
VertivVRT
0.79%0.69%$234.4万7,001股$168.9万6,742股+259股+3.84%加仓
RRBB FDTBIL
0.79%0.48%$232.7万4.7万股$117.8万2.4万股+2.3万股+97.49%加仓
S道富·EET SPDR S&P BIOTECH ETFXBI
0.77%0.78%$226.7万1.4万股$191.1万1.5万股-638股-4.26%减仓
强生JNJ
0.77%0.83%$226.1万8,904股$203.6万8,329股+575股+6.90%加仓
摩根大通JPM
0.76%0.71%$223.3万6,822股$174.7万5,939股+883股+14.87%加仓
礼来LLY
0.75%0.62%$221.5万1,847股$152.0万1,653股+194股+11.74%加仓
亚马逊AMZN
0.74%0.6%$220.0万9,229股$147.1万7,062股+2,167股+30.69%加仓
IIBMIBM
0.72%0.64%$211.7万7,527股$156.3万6,449股+1,078股+16.72%加仓
联合包裹UPSUPS
0.7%0.74%$206.3万1.9万股$183.1万1.9万股+578股+3.11%加仓
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
0.66%0.74%$195.1万4.8万股$183.0万5.1万股-2,968股-5.83%减仓
台积电TSM
0.59%0.5%$174.1万3,646股$123.0万3,641股+5股+0.14%加仓
好市多COST
0.58%0.69%$172.8万1,847股$170.1万1,707股+140股+8.20%加仓
阿斯麦ASML
0.55%0.37%$163.7万823股$91.0万689股+134股+19.45%加仓
美国运通AXP
0.55%0.56%$161.6万4,778股$136.6万4,516股+262股+5.80%加仓
SSPDR标普500 ETFSPY
0.51%0.51%$149.8万2,006股$125.4万1,928股+78股+4.05%加仓
美光科技MU
0.51%0.16%$149.6万1,296股$38.3万1,134股+162股+14.29%加仓
IiShares安硕信托IDV
0.49%0.61%$144.9万3.5万股$151.0万3.5万股-524股-1.48%减仓
AMGEN COMAMGN
0.48%0.52%$140.9万3,890股$129.0万3,666股+224股+6.11%加仓
英特尔INTC
0.47%0.24%$139.2万9,970股$57.9万1.3万股-3,139股-23.95%减仓
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE
0.47%0.63%$138.2万1.8万股$154.5万1.7万股+788股+4.64%加仓
Q高通QCOM
0.44%0.36%$131.4万7,111股$88.7万6,890股+221股+3.21%加仓
伯克希尔哈撒韦BRK.B
0.44%0.43%$131.2万2,622股$104.5万2,180股+442股+20.28%加仓
AMETEK COMAME
0.44%0.41%$130.9万5,409股$101.8万4,747股+662股+13.95%加仓
MCKESSON COMMCK
0.44%0.57%$129.2万1,710股$139.0万1,606股+104股+6.48%加仓
沃尔玛WMT
0.44%0.61%$129.2万1.1万股$150.7万1.2万股-714股-5.89%减仓
艾伯维ABBV
0.43%0.43%$127.9万5,081股$104.6万4,808股+273股+5.68%加仓
AAlphabet Inc Class CGOOG
0.43%0.31%$127.6万3,612股$75.5万2,631股+981股+37.29%加仓

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