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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 115 项
建仓 13
增持 54
减持 42
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
PYLD
PIMCO ETF TR
+$1.6M
62,451
清仓
—
BROOKFIELD RENEWABLE CORP
-$1.5M
0
-100%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$1.4M
49,617
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
AAPL
APPLE INC
+$619.9K
36,676
-0%
增持
GOOGL
ALPHABET INC
+$490.5K
17,293
+3%
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$351.7K
189,621
-1%
清仓
—
LAM RESEARCH CORP
-$328.1K
0
-100%
减持
RYLD
GLOBAL X FDS
-$309.3K
49,887
-28%
增持
AMZN
AMAZON COM INC
+$307.2K
9,224
+0%
建仓
LRCX
LAM RESEARCH CORP
+$299.5K
4,147
增持
JPM
JPMORGAN CHASE & CO.
+$280.4K
5,538
+12%
建仓
LULU
LULULEMON ATHLETICA INC
+$275.3K
720
减持
MSTR
MICROSTRATEGY INC
+$247.8K
2,369
-9%
增持
V
VISA INC
+$237.2K
3,344
+12%
建仓
LQDW
ISHARES TR
+$224.5K
8,546
建仓
FISV
FISERV INC
+$219.2K
1,067
清仓
ISRG
INTUITIVE SURGICAL INC
-$212.7K
0
-100%
建仓
—
ASML HOLDING N V
+$212.1K
306
减持
AVGO
BROADCOM INC
+$209.5K
3,560
-0%
减持
CRM
SALESFORCE INC
+$208.2K
3,444
-0%
增持
KMI
KINDER MORGAN INC DEL
+$208.2K
34,530
+3%
建仓
GEV
GE VERNOVA INC
+$207.6K
631
建仓
HON
HONEYWELL INTL INC
+$207.1K
917
清仓
VYMI
VANGUARD WHITEHALL FDS
-$205.8K
0
-100%
建仓
SMAX
ISHARES TR
+$204.7K
8,122
减持
GOOG
ALPHABET INC
+$204.3K
8,843
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$202.8K
35,370
-2%
建仓
VOO
VANGUARD INDEX FDS
+$202.1K
375
清仓
A
AGILENT TECHNOLOGIES INC
-$201.9K
0
-100%
建仓
YMAX
TIDAL TR II
+$189.4K
11,175
建仓
CIM
CHIMERA INVT CORP
+$183.4K
13,099
减持
JNJ
JOHNSON & JOHNSON
-$167.3K
7,104
-4%
增持
RYLG
GLOBAL X FDS
+$165.8K
18,756
+89%
增持
ORCL
ORACLE CORP
+$162.1K
8,698
+15%
增持
HACK
AMPLIFY ETF TR
+$146.1K
6,208
+34%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$141.4K
6,883
+11%
减持
XLV
SELECT SECTOR SPDR TR
-$140.7K
3,869
-11%
减持
PPLI
IAC INC
-$137.2K
9,750
-6%
减持
NVDA
NVIDIA CORPORATION
+$119.1K
22,833
-6%
减持
QCOM
QUALCOMM INC
-$114.1K
5,928
-2%
增持
CVX
CHEVRON CORP NEW
+$110.7K
3,219
+33%
减持
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
-$108.5K
109,806
-2%
增持
XYLD
GLOBAL X FDS
+$107.5K
77,516
+2%
增持
SCHD
SCHWAB STRATEGIC TR
-$106.3K
21,348
+162%
增持
SCHF
SCHWAB STRATEGIC TR
-$102.2K
42,810
+97%
减持
EEMV
ISHARES INC
-$100.9K
19,870
-1%
增持
GBIL
GOLDMAN SACHS ETF TR
+$95.1K
3,674
+35%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$94.2K
7,010
-10%
减持
SO
SOUTHERN CO
-$92.0K
10,270
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$89.7K
85,148
+2%
增持
CSCO
CISCO SYS INC
+$88.6K
14,807
+0%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$88.4K
19,329
+6%
增持
PFFV
GLOBAL X FDS
+$85.9K
159,030
+4%
减持
BX
BLACKSTONE INC
+$84.9K
8,237
-6%
增持
MRK
MERCK & CO INC
-$84.8K
11,798
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$84.5K
1,736
+7%
增持
PG
PROCTER AND GAMBLE CO
+$68.9K
2,733
+22%
增持
GSK
GSK PLC
-$67.8K
16,802
+8%
减持
BCX
BLACKROCK RES & COMMODITIES
-$67.0K
41,769
-5%
减持
FTNT
FORTINET INC
+$63.5K
4,217
-2%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$55.9K
10,738
-1%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
-$54.8K
46,759
+0%
增持
BIZD
VANECK ETF TRUST
+$53.9K
104,039
+3%
减持
WSM
WILLIAMS SONOMA INC
+$51.6K
1,720
-0%
增持
SCHC
SCHWAB STRATEGIC TR
-$49.4K
17,722
+4%
减持
IBB
ISHARES TR
-$49.0K
1,645
-10%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$48.6K
21,640
-1%
增持
—
CHUBB LIMITED
+$48.2K
1,021
+26%
增持
GCOW
PACER FDS TR
+$47.4K
43,348
+12%
减持
QQQ
INVESCO QQQ TR
+$47.4K
3,186
-2%
增持
STIP
ISHARES TR
+$46.4K
17,337
+3%
增持
COWZ
PACER FDS TR
+$44.8K
30,582
+5%
减持
XLF
SELECT SECTOR SPDR TR
+$42.7K
14,569
-0%
增持
ITA
ISHARES TR
+$42.4K
3,032
+14%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$41.2K
48,215
-5%
减持
—
MANAGED PORTFOLIO SERIES
+$40.3K
17,543
-1%
减持
PPH
VANECK ETF TRUST
-$39.6K
4,306
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$37.5K
9,092
+2%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$36.8K
38,059
-8%
增持
PANW
PALO ALTO NETWORKS INC
+$34.2K
2,844
+101%
增持
DGRO
ISHARES TR
+$32.4K
9,853
+8%
增持
—
ACCENTURE PLC IRELAND
+$27.1K
1,719
+5%
减持
VO
VANGUARD INDEX FDS
-$26.5K
1,522
-6%
增持
GSBD
GOLDMAN SACHS BDC INC
-$24.1K
114,691
+12%
减持
PAVE
GLOBAL X FDS
-$23.4K
11,331
-3%
减持
SHV
ISHARES TR
-$22.6K
7,330
-2%
减持
GLD
SPDR GOLD TR
-$21.6K
2,080
-4%
清仓
—
BITFARMS LTD
-$21.1K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$20.9K
2,001
-2%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$20.7K
15,012
+3%
增持
MCD
MCDONALDS CORP
-$19.6K
1,508
+1%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$18.6K
8,454
-3%
减持
WMT
WALMART INC
+$18.1K
5,328
-7%
减持
GNRC
GENERAC HLDGS INC
-$18.0K
1,670
-4%
减持
QYLD
GLOBAL X FDS
+$17.9K
127,487
-0%
增持
KO
COCA COLA CO
-$17.5K
7,748
+11%
增持
AMD
ADVANCED MICRO DEVICES INC
+$14.2K
4,083
+40%
增持
HDV
ISHARES TR
-$13.3K
5,678
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.9K
1,919
+0%
增持
USMV
ISHARES TR
-$11.0K
9,309
+1%
减持
META
META PLATFORMS INC
+$9.2K
4,384
-2%
增持
ZYXIQ
ZYNEX INC
+$8.0K
12,942
+10%
减持
XBGYX
BLACKROCK ENHANCED INTL DIV
-$7.9K
13,291
-2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$6.7K
12,754
-0%
增持
MSFT
MICROSOFT CORP
-$6.7K
12,745
+2%
增持
XBI
SPDR SER TR
-$6.6K
3,132
+7%
增持
SYK
STRYKER CORPORATION
+$4.5K
720
+2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$4.5K
1,001
+1%
增持
ADBE
ADOBE INC
+$3.7K
715
+18%
增持
ICOW
PACER FDS TR
+$3.6K
34,413
+9%
增持
—
SANDSTORM GOLD LTD
-$3.2K
21,964
+5%
增持
IWM
ISHARES TR
+$3.1K
3,449
+0%
增持
PEP
PEPSICO INC
+$1.7K
3,978
+12%
增持
SGOL
ETFS GOLD TR
-$999
44,209
+0%
增持
DES
WISDOMTREE TR
+$172
16,017
+0%
