IR
Investment Research Partners LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$2.5亿
申报季度: 2026-03-31 · 持股只数: 245
Investment Research Partners LLC在最新一期 13F 报告中披露了 245 项持股，申报期为 2026-03-31，总持股市值约为 US$2.5亿，季度换手率为 18.7%。
机构性格雪花图
- 集中度
- 5.82
- 持仓稳定性
- 18.66
- 动能／逆势
- 100
- 行业集中度
- 65.22
- 多样化
- 100
- 仓位均衡度
- 83.95
近期动向
加仓 CIEN
-54.3% US$247.6万
加仓 BCI
+8.6% US$209.6万
减仓 NVDA
-18.1% -US$119.8万
减仓 MSFT
-0.2% -US$134.7万
加仓 META
+171.9% US$169.4万
减仓 AAPL
-3.4% -US$72.5万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SUB | Ishares Short-term National | ETF-其他 | 3.92% | +0.19% | +10.97% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.91% | — | -0.34% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.80% | -0.72% | -18.14% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.45% | -0.39% | -0.70% | |
| 5 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 3.28% | +0.72% | +8.61% | |
| 6 | CIEN | Ciena CORP | 股票-科技 | 3.28% | +0.88% | -54.31% | |
| 7 | PTL | Inspire 500 ETF | ETF-其他 | 3.05% | +0.03% | +5.79% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.72% | -0.46% | -3.38% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.45% | +0.21% | +15.79% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.14% | +0.01% | +4.13% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.85% | -0.24% | +1.87% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.68% | -0.19% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.53% | +0.13% | +15.88% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.44% | +0.05% | +9.55% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.42% | +0.07% | -0.67% | |
| 16 | OAIM | Oneascent Intl Eqty ETF | ETF-其他 | 1.29% | — | +3.28% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.27% | -0.37% | -8.43% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.26% | +0.10% | +14.84% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | +0.66% | +171.88% | |
| 20 | TPSC | Timothy Plan US Small Cap Co | ETF-中小型股 | 0.87% | — | +7.72% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | — | -19.74% | |
| 22 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.78% | — | -2.53% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.76% | — | -1.55% | |
| 24 | UPS | United Parcel Service-cl B | 股票-工业 | 0.74% | — | -0.32% | |
| 25 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.74% | — | +0.62% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.16% | -5.82% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.69% | +0.13% | +12.82% | |
| 28 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.69% | +0.24% | +3.09% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | -0.22% | -4.50% | |
| 30 | ✓ | Totalenergies Se | 股票-其他 | 0.63% | +0.15% | +0.23% | |
| 31 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.63% | +0.63% | NEW | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.62% | — | +5.48% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.62% | -0.14% | +0.18% | |
| 34 | IDV | Ishares International Select | ETF-其他 | 0.61% | — | -0.57% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.61% | — | -0.18% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | -0.23% | -15.31% | |
| 37 | LRCX | Lam Research CORP | 股票-科技 | 0.59% | — | -11.91% | |
| 38 | MCK | Mckesson CORP | 股票-医疗保健 | 0.57% | — | -1.11% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.56% | -0.14% | +2.33% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.52% | — | -1.13% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | — | -72.85% | |
| 42 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.51% | — | -3.51% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.50% | — | +3.61% | |
| 44 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 0.48% | — | — | |
| 45 | BEPC | Brookfield Renewable CORP | 股票-公用事业 | 0.48% | — | -16.19% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.09% | -3.34% | |
| 47 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-其他 | 0.47% | +0.47% | NEW | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.46% | — | -2.50% | |
| 49 | XAWFX | Alliancebernstein Gl Hi INC | 股票-其他 | 0.43% | — | +1.10% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.43% | — | +16.53% |
1–50 of 245
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Investment Research Partners LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Ibonds Dec 2027 Term (IBMP); 新建仓: Ishares Ibonds Dec 2028 Muni (IBMQ); 新建仓: Ishares Ibonds Dec 2026 Term (IBMO); 新建仓: Spdr Gold Shares (GLD); 清仓: Atlassian Corp-cl A (TEAM).
FAQ
Investment Research Partners LLC 是什么机构？属于哪种投资人类型？
Investment Research Partners LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.5亿，分布在 245 个已申报仓位之中。
Investment Research Partners LLC 目前前几大持股有哪些？
根据最新 13F 申报，Investment Research Partners LLC 按市值排列的前几大持股为：
1. Ishares Short-term National (SUB) — US$963.8万 (3.9%)
2. Ishares Core U.s. Aggregate (AGG) — US$961.3万 (3.9%)
3. Nvidia CORP (NVDA) — US$934.1万 (3.8%)
4. Ishares Core S&p 500 ETF (IVV) — US$848.1万 (3.5%)
5. Abrdn Bloomberg All Commodit (BCI) — US$807.0万 (3.3%)
Investment Research Partners LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Investment Research Partners LLC 共进行了 50 项显著调整：新建仓 12 个仓位、加仓 18 个既有持股、减仓 14 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：新建仓: Ishares Ibonds Dec 2027 Term (IBMP); 新建仓: Ishares Ibonds Dec 2028 Muni (IBMQ); 新建仓: Ishares Ibonds Dec 2026 Term (IBMO); 新建仓: Spdr Gold Shares (GLD); 清仓: Atlassian Corp-cl A (TEAM)
Investment Research Partners LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Investment Research Partners LLC 的主要板块分布如下：
• Information Technology: 39.9%
• Health Care: 14.0%
• Communication Services: 12.3%
• Financials: 9.5%
• Industrials: 7.7%
• Consumer Staples: 6.3%