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Investment Partners Asset Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Investment Partners Asset Management, Inc.
报告期 2026-03-31 · CIK 0001384416
持仓数
163
前50大市值合计
$110.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 115 项
建仓 14
增持 45
减持 54
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$890.2K
2,510
-10%
减持
AAPL
APPLE INC
-$862.8K
37,086
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$475.7K
78,418
+6%
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。
减持
META
META PLATFORMS INC
+$473.4K
3,984
-3%
减持
MSFT
MICROSOFT CORP
+$466.0K
12,695
-2%
建仓
MSTR
MICROSTRATEGY INC
+$443.2K
260
建仓
PANW
PALO ALTO NETWORKS INC
+$349.8K
1,231
增持
COWZ
PACER FDS TR
+$336.0K
27,732
+13%
建仓
MS
MORGAN STANLEY
+$312.0K
3,313
清仓
—
ETF MANAGERS TR
-$310.8K
0
-100%
建仓
HACK
AMPLIFY ETF TR
+$297.0K
4,633
建仓
IBB
ISHARES TR
+$266.8K
1,944
建仓
RYLG
GLOBAL X FDS
+$261.4K
10,077
减持
AMZN
AMAZON COM INC
+$257.4K
9,098
-0%
建仓
IBIT
ISHARES BITCOIN TR
+$249.2K
6,157
增持
GOOGL
ALPHABET INC
+$246.7K
16,986
+2%
建仓
FTNT
FORTINET INC
+$234.6K
3,435
建仓
SYK
STRYKER CORPORATION
+$234.4K
655
建仓
BKNG
BOOKING HOLDINGS INC
+$224.9K
62
建仓
CG
CARLYLE GROUP INC
+$220.3K
4,696
建仓
XLI
SELECT SECTOR SPDR TR
+$214.6K
1,704
建仓
IVW
ISHARES TR
+$212.6K
2,518
建仓
—
CHUBB LIMITED
+$211.7K
817
减持
MRK
MERCK & CO INC
+$208.8K
11,226
-4%
增持
STIP
ISHARES TR
+$206.3K
16,196
+14%
清仓
AMGN
AMGEN INC
-$202.2K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$200.1K
8,549
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$187.3K
1,928
+10%
增持
JPM
JPMORGAN CHASE & CO
+$164.0K
5,200
+1%
减持
MU
MICRON TECHNOLOGY INC
+$160.9K
5,385
-3%
增持
PFFV
GLOBAL X FDS
+$151.4K
133,654
+3%
增持
QCOM
QUALCOMM INC
+$148.1K
5,405
+2%
减持
ORCL
ORACLE CORP
+$146.6K
8,570
-3%
增持
PEP
PEPSICO INC
+$137.2K
2,860
+34%
减持
CRM
SALESFORCE INC
+$137.2K
4,035
-2%
减持
GE
GENERAL ELECTRIC CO
+$134.0K
2,849
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$127.0K
3,060
+3%
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$125.4K
258,967
-7%
增持
QQQ
INVESCO QQQ TR
+$121.1K
3,192
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$117.5K
38,303
-3%
增持
AVGO
BROADCOM INC
+$113.4K
366
+10%
增持
KO
COCA COLA CO
+$106.3K
6,556
+31%
增持
—
EXXON MOBIL CORP
+$105.8K
6,042
+1%
减持
BX
BLACKSTONE INC
-$100.8K
9,005
-8%
增持
GOOG
ALPHABET INC
+$99.9K
8,745
+0%
减持
WSM
WILLIAMS SONOMA INC
+$95.4K
1,021
-10%
增持
ABBV
ABBVIE INC
+$92.7K
2,285
+9%
增持
IWM
ISHARES TR
+$92.6K
3,820
+8%
减持
XYLD
GLOBAL X FDS
+$87.2K
76,234
-1%
增持
SGOL
ABRDN GOLD ETF TRUST
+$85.1K
44,264
+2%
增持
COST
COSTCO WHSL CORP NEW
+$78.2K
832
+3%
增持
QYLD
GLOBAL X FDS
+$75.1K
130,119
+0%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$72.9K
46,652
-4%
增持
SBUX
STARBUCKS CORP
+$66.1K
3,883
+29%
减持
T
AT&T INC
+$63.3K
86,573
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$61.3K
121
-5%
减持
BXSL
BLACKSTONE SECD LENDING FD
+$60.7K
17,913
-0%
增持
SCHC
SCHWAB STRATEGIC TR
+$60.0K
16,822
+8%
增持
VEEV
VEEVA SYS INC
+$58.7K
1,282
+4%
减持
—
LAM RESEARCH CORP
+$57.1K
403
-6%
减持
BIZD
VANECK ETF TRUST
+$55.3K
101,562
-2%
增持
JNJ
JOHNSON & JOHNSON
+$53.2K
6,784
+4%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$52.9K
14,409
+1%
减持
PAVE
GLOBAL X FDS
+$49.1K
12,476
-4%
减持
USMV
ISHARES TR
+$48.9K
9,185
-0%
增持
PPLI
IAC INC
+$46.8K
7,580
+11%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$46.0K
3,253
-22%
减持
CSCO
CISCO SYS INC
-$45.8K
14,386
-5%
减持
LIT
GLOBAL X FDS
-$41.5K
5,976
-2%
增持
DGRO
ISHARES TR
+$40.6K
8,721
+1%
增持
ISD
PGIM HIGH YIELD BOND FUND IN
+$39.8K
35,100
+4%
减持
XLK
SELECT SECTOR SPDR TR
+$39.7K
2,527
-0%
增持
ADBE
ADOBE INC
+$36.2K
495
+38%
减持
ICLN
ISHARES TR
-$35.8K
10,778
-10%
增持
WMB
WILLIAMS COS INC
+$35.3K
7,602
+1%
减持
SCHD
SCHWAB STRATEGIC TR
+$35.1K
8,156
-0%
减持
CEE
CENTRAL & EASTERN EUROPE FD
-$34.8K
28,354
-9%
增持
PG
PROCTER AND GAMBLE CO
+$34.6K
2,200
+0%
增持
ICOW
PACER FDS TR
+$34.4K
31,512
+1%
增持
WMT
WALMART INC
+$34.2K
4,494
+200%
增持
KMI
KINDER MORGAN INC DEL
+$33.8K
35,812
+1%
减持
SHV
ISHARES TR
-$32.6K
7,675
-4%
增持
RYLD
GLOBAL X FDS
+$30.4K
79,434
+1%
增持
—
ACCENTURE PLC IRELAND
+$29.9K
1,616
+7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$29.6K
9,549
-10%
减持
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
+$29.5K
112,091
-1%
增持
—
BROOKFIELD RENEWABLE CORP
-$28.9K
50,870
+15%
增持
EEMV
ISHARES INC
+$28.2K
19,946
+1%
减持
V
VISA INC
+$27.5K
2,731
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$25.7K
2,017
-2%
减持
GLD
SPDR GOLD TR
-$21.7K
2,322
-11%
增持
MELI
MERCADOLIBRE INC
+$21.2K
224
+11%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$18.7K
1,022
-1%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$18.1K
60,371
-3%
增持
BCX
BLACKROCK RES & COMMODITIES
+$16.4K
48,541
+2%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$15.3K
11,177
-0%
减持
GCOW
PACER FDS TR
+$14.2K
36,596
-0%
减持
AMX
AMERICA MOVIL SAB DE CV
-$13.5K
12,247
-6%
增持
WPM
WHEATON PRECIOUS METALS CORP
-$13.2K
10,310
+2%
减持
NFJ
VIRTUS DIVIDEND INTEREST & P
-$13.1K
12,041
-9%
增持
ADI
ANALOG DEVICES INC
+$12.7K
2,255
+3%
增持
MCD
MCDONALDS CORP
+$10.7K
1,202
+9%
增持
IJR
ISHARES TR
+$9.5K
3,114
+1%
减持
XLF
SELECT SECTOR SPDR TR
+$7.0K
14,614
-10%
减持
DES
WISDOMTREE TR
+$6.2K
17,462
-0%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$4.5K
43,254
-2%
减持
XLV
SELECT SECTOR SPDR TR
+$4.4K
3,969
-7%
增持
GBIL
GOLDMAN SACHS ETF TR
+$3.3K
2,709
+0%
减持
HEDJ
WISDOMTREE TR
-$2.5K
7,406
-12%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.4K
12,024
-1%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$1.9K
8,346
-0%
减持
CVX
CHEVRON CORP NEW
+$1.6K
2,479
-5%
减持
GSBD
GOLDMAN SACHS BDC INC
+$1.5K
80,928
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$726
1,508
-9%
减持
—
SANDSTORM GOLD LTD
+$407
20,642
-4%
