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Investors Portfolio Services LLC · 13F 持仓分析
期权收益计算器 机构排行

Investors Portfolio Services LLC

No.8582 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.31亿
环比变动 Q1 2026
+$2,311.9万+21.4%
持仓股票数
673
新买入
127
加仓
121
减仓
90
清仓
149
持股不变
335
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
SSPDR标普500 ETFSPY
24%20.57%$3,144.9万4.2万股$2,219.6万3.4万股+8,061股+23.70%加仓
F第一信托交易所交易基金VIFHDG
15.47%$2,027.1万55.9万股$00股+55.9万股新买入
G高盛ETF信托GINC
8.07%8.77%$1,056.9万19.0万股$946.3万18.9万股+1,094股+0.58%加仓
F第一信托交易所交易基金FYC
7.59%7.08%$994.4万7.5万股$763.5万6.9万股+5,752股+8.35%加仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
6.88%6.47%$901.7万8.0万股$697.6万6.7万股+1.2万股+18.41%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
5.83%5.53%$764.2万9.3万股$596.5万7.9万股+1.4万股+17.69%加仓
SSPDR行业精选信托XLU
4.55%4.78%$595.5万13.1万股$516.0万11.2万股+1.9万股+16.78%加仓
好市多COST
3.92%5.03%$514.1万5,450股$543.2万5,430股+20股+0.37%加仓
麦当劳MCD
2.43%3.39%$317.8万1.2万股$365.5万1.2万股-3股-0.03%减仓
IiShares安硕信托TLT
2.09%2.54%$274.0万3.2万股$273.8万3.2万股+116股+0.37%加仓
G高盛ETF信托GINC
1.69%0.17%$221.6万3.7万股$18.8万3,790股+3.4万股+885.70%加仓
V先锋领航指数基金VTV
1.54%1.69%$201.7万9,255股$181.9万9,272股-17股-0.18%减仓
TIMBERLAND BANCORP INC COMTSBK
1.21%1.3%$158.9万3.5万股$139.8万3.5万股00.00%持仓不变
PPGIM TOTAL RETURN BOND ETFPTRB
1%1.25%$130.4万3.1万股$134.6万3.2万股-960股-2.97%减仓
苹果AAPL
0.71%0.74%$92.6万3,199股$79.6万3,090股+109股+3.53%加仓
英伟达NVDA
0.67%0.69%$87.5万4,375股$74.0万3,898股+477股+12.24%加仓
PALO ALTOPANW
0.65%0.4%$85.2万2,497股$43.2万2,687股-190股-7.07%减仓
微软MSFT
0.63%0.68%$82.9万2,223股$73.2万1,975股+248股+12.56%加仓
F第一信托·USTFMHI
0.56%0.67%$73.6万1.5万股$72.3万1.5万股-188股-1.22%减仓
泛林集团LRCX
0.53%0.31%$68.8万1,587股$33.9万1,586股+1股+0.06%加仓
BBANK OF AMERBAC
0.47%0.49%$61.5万1.1万股$52.6万1.1万股00.00%持仓不变
J摩根大通交易所交易基金JBND
0.41%0.42%$53.6万1.0万股$45.4万8,438股+1,575股+18.67%加仓
SSPDR行业精选信托XLK
0.4%0.02%$52.1万2,736股$1.9万140股+2,596股+1,854.29%加仓
Arista网络ANET
0.38%0.34%$49.9万2,939股$36.2万2,942股-3股-0.10%减仓
Bloom EnergyBE
0.36%0.2%$47.7万1,575股$21.3万1,575股00.00%持仓不变
OOREILLY AUTOMOTIVE COMORLY
0.36%0.44%$47.0万5,100股$47.1万5,100股00.00%持仓不变
FFIRST TR EXCHANGE TRADED FD VIII FT VEST US EQTY QURTRLY 2.5 TO 15 BUFF EDHDG
0.33%15.61%$43.5万1.2万股$1,684.4万50.1万股-48.9万股-97.63%减仓
固安捷GWW
0.26%0.26%$34.6万254股$27.7万254股00.00%持仓不变
I景顺QQQ信托VOO
0.23%0.23%$29.8万405股$24.9万432股-27股-6.25%减仓
亚马逊AMZN
0.2%0.15%$25.9万1,085股$15.9万751股+334股+44.47%加仓
阿里巴巴BABA
0.18%0.32%$23.8万2,453股$34.7万2,763股-310股-11.22%减仓
ZZETA GLOBALZETA
0.18%0.03%$23.3万1.2万股$3.6万2,286股+9,567股+418.50%加仓
PHIBRO ANIMAL HEALTHPAHC
0.18%0.15%$22.9万7,306股$15.9万2,933股+4,373股+149.10%加仓
特斯拉TSLA
0.17%0.15%$22.7万539股$16.2万434股+105股+24.19%加仓
UUIPATHPATH
0.16%0.18%$21.5万2.0万股$19.6万1.8万股+2,124股+12.06%加仓
S嘉信·USSCHX
0.16%0.17%$20.6万6,996股$17.8万6,944股+52股+0.75%加仓
IiShares安硕信托REET
0.14%0.18%$18.9万6,854股$19.6万7,788股-934股-11.99%减仓
谷歌AGOOGL
0.14%0.13%$18.9万530股$13.8万470股+60股+12.77%加仓
Q高通QCOM
0.14%0.59%$18.5万1,000股$63.2万4,901股-3,901股-79.60%减仓
VisaV
0.13%0.14%$16.9万493股$14.7万488股+5股+1.02%加仓
Ares管理ARES
0.13%0.11%$16.9万1,519股$11.6万1,056股+463股+43.84%加仓
DDimensional维度ETF信托DFAC
0.12%0.13%$15.9万3,589股$13.9万3,581股+8股+0.22%加仓
G通用动力VTI
0.12%0.12%$15.4万417股$13.4万418股-1股-0.24%减仓
汽车地带AZO
0.12%0.16%$15.3万48股$16.9万50股-2股-4.00%减仓
波音BA
0.11%0.14%$15.1万696股$15.5万778股-82股-10.54%减仓
F第一信托·USTCIBR
0.11%0.11%$15.0万1,669股$11.6万1,857股-188股-10.12%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.11%0.13%$14.8万1,421股$13.6万1,400股+21股+1.50%加仓
MMARINEMAXHZO
0.11%0.15%$14.1万3,858股$16.4万6,072股-2,214股-36.46%减仓
伯克希尔哈撒韦BRK.B
0.11%0.13%$14.1万282股$13.5万282股00.00%持仓不变
Roper科技ROP
0.1%0.13%$13.0万384股$13.6万383股+1股+0.26%加仓

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