Investors Portfolio Services LLC

报告期 2026-03-31 · CIK 0002073833

持仓数

702

前50大市值合计

$103.4M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 31增持 56减持 59清仓 4

方向

标的

Δ市值

现股数(环比)

减持

SQMX FIRST TR EXCHNG TRADED FD VI

-$17.5M

3,488 -99%

增持

DHDG FIRST TR EXCHNG TRADED FD VI

+$16.7M

500,724 +10657%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$6.0M

34,013 -18%

增持

MCD MCDONALDS CORP

+$3.7M

11,760 +117500%

增持

COST COSTCO WHOLESALE CORPORATION

+$1.9M

5,430 +33%

减持

XMHQ INVESCO EXCHANGE TRADED FD T

-$1.0M

67,461 -13%

减持

GPIX GOLDMAN SACHS ETF TR

-$925.7K

189,100 -4%

增持

JIRE J P MORGAN EXCHANGE TRADED F INTRNL

+$611.1K

78,722 +10%

减持

QCOM QUALCOMM INC

-$307.2K

4,901 -11%

减持

AIRR FIRST TR EXCHANGE TRADED FD

+$240.9K

68,878 -8%

减持

JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ

-$220.8K

39,832 -4%

减持

LHX L3HARRIS TECHNOLOGIES INC

-$188.9K

345 -67%

减持

JBND J P MORGAN EXCHANGE TRADED F

-$178.3K

8,438 -28%

增持

MSFT MICROSOFT CORP

-$147.3K

1,975 +9%

增持

ANET ARISTA NETWORKS INC

+$122.6K

2,942 +61%

减持

BABA ALIBABA GROUP HLDG LTD

-$103.6K

2,763 -10%

减持

PATH UIPATH INC

-$98.2K

17,619 -2%

减持

FMHI FIRST TR EXCH TRADED FD III

-$94.1K

15,363 -10%

建仓

SGOV ISHARES TR 0-3

+$87.2K

866

减持

XLU SELECT SECTOR SPDR TR STATE STREET

+$84.0K

112,472 -5%

减持

PTRB PGIM ETF TR

-$83.5K

32,347 -5%

增持

CDNS CADENCE DESIGN SYSTEM INC

+$72.8K

639 +90%

建仓

XLE SELECT SECTOR SPDR TR STATE STREET

+$71.5K

1,167

增持

LRCX LAM RESEARCH CORP

+$67.5K

1,586 +0%

建仓

NFLX NETFLIX INC.

+$67.1K

699

减持

PRIM PRIMORIS SVCS CORP

-$65.3K

37 -93%

增持

BAC BANK AMERICA CORP

-$64.4K

10,796 +0%

增持

GPIQ GOLDMAN SACHS ETF TR

+$62.5K

3,790 +60%

增持

PANW PALO ALTO NETWORKS INC

-$60.2K

2,687 +1%

减持

AAPL APPLE INC

-$58.9K

3,090 -2%

减持

CIBR FIRST TR EXCHANGE-TRADED FD

-$48.6K

1,857 -20%

增持

WMT WALMART INC

+$45.4K

419 +565%

建仓

IAU ISHARES GOLD TR

+$45.0K

510

减持

REET ISHARES TR

-$45.0K

7,788 -19%

减持

V VISA INC

-$44.6K

488 -11%

减持

VTV VANGUARD INDEX FDS

-$43.2K

9,272 -5%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$42.2K

282 +52%

增持

GOOGL ALPHABET INC

+$42.0K

470 +54%

减持

EME EMCOR GROUP INC

-$41.8K

46 -63%

减持

AMT AMERICAN TOWER CORP

-$41.4K

400 -36%

减持

PAHC PHIBRO ANIMAL HEALTH CORP

+$40.7K

2,933 -7%

增持

MRK MERCK & CO INC

+$39.9K

375 +698%

减持

NZF NUVEEN MUN CR INCOME FD

-$39.6K

328 -91%

清仓

NVG NUVEEN AMT FREE MUN CR INC F

-$39.5K

0 -100%

增持

JNJ JOHNSON & JOHNSON

+$38.6K

239 +154%

减持

BE BLOOM ENERGY CORP

+$37.3K

1,575 -22%

增持

— EXXON MOBIL CORP

+$36.0K

260 +319%

建仓

— COSTCO WHOLESALE CORPORATION

+$35.5K

减持

WM WASTE MGMT INC DEL

-$34.4K

451 -28%

减持

UNH UNITEDHEALTH GROUP INC

-$34.1K

22 -82%

增持

ZETA ZETA GLOBAL HOLDINGS CORP

+$34.0K

2,286 +1821%

增持

ARES ARES MANAGEMENT CORPORATION

-$33.7K

1,056 +14%

减持

AEM AGNICO EAGLE MINES LTD

-$33.5K

2 -99%

减持

HON HONEYWELL INTL INC

-$32.0K

788 -27%

建仓

RTX RTX CORPORATION

+$31.8K

165

减持

TLT ISHARES TR

-$31.8K

31,585 -1%

增持

ROP ROPER TECHNOLOGIES INC

-$30.2K

383 +3%

增持

ABBV ABBVIE INC

+$29.9K

199 +243%

增持

CAT CATERPILLAR INC

+$28.7K

49 +227%

减持

PWR QUANTA SVCS INC

-$28.4K

188 -40%

增持

ISRG INTUITIVE SURGICAL INC

+$28.1K

110 +175%

减持

NEE NEXTERA ENERGY INC

-$27.9K

1,007 -33%

清仓

FPE FIRST TR EXCH TRADED FD III

-$26.2K

0 -100%

减持

ALLY ALLY FINL INC

-$25.3K

509 -49%

减持

PM PHILIP MORRIS INTL INC

-$22.1K

563 -23%

减持

DASH DOORDASH INC

-$20.5K

204 -10%

减持

CGXU CAPITAL GROUP INTL FOCUS EQT SHS CREATION

-$20.0K

491 -58%

减持

SOLS SOLSTICE ADVANCED MATLS INC

-$19.8K

168 -75%

建仓

GE GE AEROSPACE

+$19.0K

减持

CVS CVS HEALTH CORP

-$18.9K

436 -31%

减持

MS MORGAN STANLEY

-$16.8K

5 -95%

增持

GEV GE VERNOVA INC

+$16.6K

27 +145%

建仓

SMR NUSCALE PWR CORP

+$15.9K

1,451

增持

QQQ INVESCO QQQ TR

-$15.8K

432 +0%

减持

IVV ISHARES TR CORE

-$15.4K

160 -9%

增持

VLO VALERO ENERGY CORP

+$15.0K

176 +1%

增持

TSLA TESLA INC

+$15.0K

434 +33%

增持

CVX CHEVRON CORPORATION

+$14.5K

239 +5%

增持

FDX FEDEX CORP

+$13.9K

203 +0%

增持

LMT LOCKHEED MARTIN CORP

+$13.8K

109 +1%

增持

T AT&T INC

+$13.4K

3,107 +1%

增持

ABT ABBOTT LABORATORIES

+$13.2K

138 +1871%

减持

GWW WW GRAINGER INC

+$11.0K

254 -4%

减持

DHR DANAHER CORP DEL

-$10.7K

253 -1%

清仓

SCHW SCHWAB CHARLES CORP

-$10.0K

0 -100%

减持

KEY KEYCORP

-$9.2K

2,223 -15%

减持

SCHX SCHWAB STRATEGIC TR US LRG CAP

-$9.2K

6,944 -0%

增持

AMZN AMAZON COM INC

-$9.2K

751 +3%

增持

BWXT BWX TECHNOLOGIES INC

+$8.7K

252 +2%

增持

CEG CONSTELLATION ENERGY CORP

-$8.1K

124 +2%

增持

COP CONOCOPHILLIPS

+$8.0K

163 +18%

减持

NVDA NVIDIA CORPORATION

+$7.9K

3,898 -1%

减持

VTI VANGUARD INDEX FDS

-$7.0K

418 -1%

增持

BA BOEING CO

+$6.9K

778 +14%

减持

RIVN RIVIAN AUTOMOTIVE INC

-$6.6K

1,000 -9%

建仓

ACYN FIRST TR EXCHANGE-TRADED FD

+$6.2K

300

增持

— SEAGATE TECHNOLOGY HLDNGS PL

+$5.7K

19 +36%

增持

PLAB PHOTRONICS INC

+$5.5K

170 +183%

减持

TSM TAIWAN SEMICONDUCTOR MANUFAC

-$5.1K

95 -23%

增持

CSCO CISCO SYS INC

+$5.1K

123 +46%

增持

EFIV SPDR SERIES TRUST STATE

+$4.9K

339 +36%

减持

XLV SELECT SECTOR SPDR TR STATE STREET

-$4.9K

152 -14%

建仓

NOW SERVICENOW INC

+$4.7K

建仓

ECG EVERUS CONSTR GROUP

+$4.6K

减持

JEPI J P MORGAN EXCHANGE TRADED F

-$4.3K

437 -13%

建仓

VNO VORNADO RLTY TR

+$4.3K

139

减持

FBTC FIDELITY WISE ORIGIN BITCOIN

-$4.3K

220 -3%

增持

CRM SALESFORCE INC

+$4.2K

31 +675%

增持

Q QNITY ELECTRONICS INC

+$4.0K

26 +550%

建仓

SHBI SHORE BANCSHARES INC

+$4.0K

207

建仓

ET ENERGY TRANSFER L P

+$3.9K

200

建仓

IBCP INDEPENDENT BK CORP MICH

+$3.7K

113

减持

DIS DISNEY WALT CO

-$3.6K

168 -2%

建仓

GS GOLDMAN SACHS GROUP INC

+$3.4K

增持

WPC WP CAREY INC

+$3.3K

476 +5%

增持

ESGU ISHARES TR

-$3.3K

461 +0%

建仓

JBGS JBG SMITH PPTYS

+$3.3K

226

增持

GD GENERAL DYNAMICS CORP

+$3.0K

23 +64%

增持

BNY BANK NEW YORK MELLON CORP

+$3.0K

58 +45%

建仓

RDN RADIAN GROUP INC

+$2.9K

建仓

MOG/A MOOG INC

+$2.8K

减持

SCHF SCHWAB STRATEGIC TR

-$2.8K

128 -48%

建仓

WTFC WINTRUST FINL CORP

+$2.8K

建仓

WS WORTHINGTON STL INC

+$2.6K

建仓

AHRT AH RLTY TR INC

+$2.5K

398

建仓

CHRD CHORD ENERGY CORPORATION

+$2.5K

增持

KMI KINDER MORGAN INC DEL

+$2.5K

155 +67%

减持

FISV FISERV INC

-$2.5K

5 -88%

增持

CSX CSX CORP

+$2.5K

101 +94%

建仓

SLAB SILICON LABORATORIES INC

+$2.4K

增持

UNM UNUM GROUP

+$2.3K

214 +22%

减持

BTG B2GOLD CORP

-$2.3K

3,847 -12%

增持

DSI ISHARES TR

-$2.3K

316 +0%

建仓

GVA GRANITE CONSTR INC

+$2.3K

增持

DFAC DIMENSIONAL ETF TRUST

-$2.3K

3,581 +0%

清仓

EXPE Expedia Group, Inc. - Common Stock

-$2.2K

0 -100%

增持

PH PARKER-HANNIFIN CORP

+$2.2K

10 +25%

减持

GOOG ALPHABET INC

-$2.2K

22 -19%

建仓

AGX ARGAN INC

+$2.2K

增持

SBUX STARBUCKS CORP

+$2.1K

371 +0%

增持

SYK STRYKER CORPORATION

+$2.1K

9 +350%

减持

LLY ELI LILLY & CO

-$2.1K

2 -50%

减持

FTHI FIRST TR EXCHANGE TRADED FD

-$2.0K

246 -25%

建仓

WU WESTERN UN CO

+$2.0K

240

建仓

— JANUS HENDERSON GROUP F

+$2.0K

建仓

ECL ECOLAB INC

+$2.0K

减持

MU MICRON TECHNOLOGY INC

+$2.0K

6 -40%

建仓

RBRK RUBRIK INC.

+$2.0K

增持

PLD PROLOGIS INC.

+$1.9K

45 +32%

建仓

TWLO TWILIO INC

+$1.9K

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。