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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 109 项
建仓 12
增持 61
减持 34
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$811.1K
36,757
-0%
建仓
CPRJ
CALAMOS ETF TR
+$511.4K
20,261
建仓
AMD
ADVANCED MICRO DEVICES INC
+$478.9K
2,919
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。
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$462.8K
8,871
+2%
增持
META
META PLATFORMS INC
+$442.5K
4,468
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$427.9K
83,823
+4%
建仓
CPNJ
CALAMOS ETF TR
+$287.9K
11,766
减持
MSFT
MICROSOFT CORP
-$267.6K
12,500
-1%
增持
GOOGL
ALPHABET INC
-$253.4K
16,781
+1%
增持
PFFV
GLOBAL X FDS
+$234.7K
152,293
+5%
减持
T
AT&T INC
+$233.7K
85,128
-1%
清仓
LIT
GLOBAL X FDS
-$228.3K
0
-100%
建仓
CNX
CNX RES CORP
+$223.6K
6,866
减持
BX
BLACKSTONE INC
+$223.2K
8,720
-3%
增持
ORCL
ORACLE CORP
+$221.9K
7,555
+0%
清仓
LRGE
LEGG MASON ETF INVT
-$214.1K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$212.7K
433
建仓
MS
MORGAN STANLEY
+$209.8K
2,013
建仓
VUG
VANGUARD INDEX FDS
+$208.5K
543
建仓
VYMI
VANGUARD WHITEHALL FDS
+$205.8K
2,803
建仓
CG
CARLYLE GROUP INC
+$202.2K
4,696
建仓
A
AGILENT TECHNOLOGIES INC
+$201.9K
1,360
减持
—
BROOKFIELD RENEWABLE CORP
+$196.4K
46,009
-0%
增持
GSBD
GOLDMAN SACHS BDC INC
+$195.6K
102,610
+27%
增持
GCOW
PACER FDS TR
+$182.8K
38,781
+6%
增持
JNJ
JOHNSON & JOHNSON
+$172.9K
7,372
+5%
增持
WMT
WALMART INC
+$158.9K
5,737
+28%
增持
SO
SOUTHERN CO
+$150.2K
10,395
+2%
增持
COWZ
PACER FDS TR
+$140.6K
29,093
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$136.7K
36,011
+0%
增持
SGOL
ETFS GOLD TR
+$132.0K
44,108
+0%
增持
PEP
PEPSICO INC
+$129.0K
3,547
+23%
减持
GS
GOLDMAN SACHS GROUP INC
+$123.5K
3,045
-0%
增持
GOOG
ALPHABET INC
-$122.5K
8,850
+1%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$121.3K
10,803
+5%
增持
EEMV
ISHARES INC
+$113.0K
19,987
+0%
增持
MRK
MERCK & CO INC
-$112.7K
11,082
+0%
增持
XYLD
GLOBAL X FDS
+$110.0K
75,673
+1%
增持
MELI
MERCADOLIBRE INC
+$107.9K
232
+4%
增持
CSCO
CISCO SYS INC
+$104.4K
14,805
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$98.5K
1,918
-1%
增持
QCOM
QUALCOMM INC
-$95.7K
6,026
+7%
建仓
ZYXIQ
ZYNEX INC
+$95.7K
11,722
增持
FTNT
FORTINET INC
+$94.8K
4,319
+8%
减持
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
+$94.5K
111,541
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$94.4K
4,369
+10%
增持
V
VISA INC
+$93.6K
2,981
+8%
减持
ADI
ANALOG DEVICES INC
-$87.8K
1,855
-18%
增持
—
ACCENTURE PLC IRELAND
+$87.3K
1,634
+1%
增持
MCD
MCDONALDS CORP
+$85.7K
1,500
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$83.4K
2,041
+1%
减持
IWM
ISHARES TR
-$83.0K
3,436
-17%
增持
SPY
SPDR S&P 500 ETF TR
+$81.5K
1,626
+4%
增持
PPLI
IAC INC
+$80.9K
10,364
+2%
增持
MSTR
MICROSTRATEGY INC
+$80.2K
2,600
+900%
增持
STIP
ISHARES TR
+$79.6K
16,756
+3%
增持
QYLD
GLOBAL X FDS
+$77.1K
127,766
+1%
减持
KMI
KINDER MORGAN INC DEL
+$66.8K
33,406
-1%
增持
KO
COCA COLA CO
+$66.7K
6,956
+2%
减持
USMV
ISHARES TR
+$66.2K
9,172
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$65.4K
21,745
+1%
减持
RYLD
GLOBAL X FDS
-$64.0K
69,583
-6%
减持
BIZD
VANECK ETF TRUST
-$59.4K
101,222
-0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$58.3K
7,709
+25%
增持
SCHD
SCHWAB STRATEGIC TR
+$55.4K
8,158
+0%
增持
SCHC
SCHWAB STRATEGIC TR
+$51.3K
17,072
+0%
增持
DGRO
ISHARES TR
+$51.1K
9,123
+1%
增持
GSK
GSK PLC
+$50.3K
15,559
+2%
增持
QQQ
INVESCO QQQ TR
+$50.1K
3,240
+1%
增持
ICOW
PACER FDS TR
+$49.1K
31,646
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$44.7K
4,966
+0%
减持
—
MANAGED PORTFOLIO SERIES
+$43.3K
17,773
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$42.3K
12,794
+6%
增持
AMZN
AMAZON COM INC
-$41.3K
9,212
+1%
减持
CVX
CHEVRON CORP NEW
-$37.7K
2,414
-4%
减持
GNRC
GENERAC HLDGS INC
+$35.8K
1,743
-4%
增持
COST
COSTCO WHSL CORP NEW
+$35.7K
838
+1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$35.2K
8,714
+7%
增持
AVGO
BROADCOM INC
+$34.6K
3,570
+886%
增持
SYK
STRYKER CORPORATION
+$31.8K
705
+8%
减持
IJR
ISHARES TR
+$31.6K
3,111
-0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$31.5K
996
-0%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$31.0K
11,427
+2%
减持
PAVE
GLOBAL X FDS
+$30.2K
11,693
-4%
增持
WRB
BERKLEY W R CORP
+$29.3K
6,750
+50%
增持
PG
PROCTER AND GAMBLE CO
+$26.4K
2,248
+2%
减持
—
CHUBB LIMITED
+$25.5K
811
-1%
减持
BCX
BLACKROCK RES & COMMODITIES
-$22.4K
44,132
-9%
减持
—
EXXON MOBIL CORP
-$22.2K
5,885
-5%
建仓
—
BITFARMS LTD
+$21.1K
10,000
增持
BKNG
BOOKING HOLDINGS INC
+$20.8K
67
+2%
增持
XBI
SPDR SER TR
+$20.7K
2,922
+1%
减持
SHV
ISHARES TR
-$18.4K
7,500
-2%
减持
PPH
VANECK ETF TRUST
+$14.4K
4,326
-0%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$14.3K
50,911
-9%
增持
BXSL
BLACKSTONE SECD LENDING FD
-$14.2K
18,305
+2%
增持
—
SANDSTORM GOLD LTD
+$13.5K
20,964
+2%
减持
DES
WISDOMTREE TR
+$10.5K
15,947
-8%
增持
NVDA
NVIDIA CORPORATION
-$8.3K
24,268
+1%
增持
ADBE
ADOBE INC
+$8.2K
607
+10%
减持
RYLG
GLOBAL X FDS
+$8.1K
9,931
-1%
减持
IVW
ISHARES TR
+$6.6K
2,517
-1%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$6.4K
41,491
-0%
减持
IGR
CBRE GBL REAL ESTATE INC FD
+$6.4K
192,363
-23%
减持
XLK
SELECT SECTOR SPDR TR
-$4.1K
2,514
-1%
减持
XBGYX
BLACKROCK ENHANCED INTL DIV
+$1.5K
13,534
-2%
减持
IBB
ISHARES TR
+$1.3K
1,830
-5%
增持
WSM
WILLIAMS SONOMA INC
+$1.2K
1,723
+83%
增持
GBIL
GOLDMAN SACHS ETF TR
+$748
2,713
+0%
