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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 136 项
建仓 7
增持 63
减持 56
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.1M
36,337
-1%
减持
MSFT
MICROSOFT CORP
-$644.0K
12,595
-1%
减持
MRK
MERCK & CO INC
-$577.3K
6,644
-44%
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
GOOGL
ALPHABET INC
-$562.1K
17,534
+1%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$493.2K
0
-100%
减持
T
AT&T INC
+$447.1K
84,351
-1%
增持
PYLD
PIMCO ETF TR
+$435.0K
77,940
+25%
清仓
RYLG
GLOBAL X FDS
-$423.1K
0
-100%
清仓
PPLI
IAC INC
-$420.6K
0
-100%
建仓
YMAG
TIDAL TR II
+$401.4K
26,883
增持
NVDA
NVIDIA CORPORATION
-$317.5K
25,362
+11%
增持
SGOL
ETFS GOLD TR
+$310.3K
47,542
+8%
增持
QQQ
INVESCO QQQ TR
+$305.0K
4,124
+29%
增持
KO
COCA COLA CO
+$296.4K
10,874
+40%
增持
GOOG
ALPHABET INC
-$289.2K
8,928
+1%
建仓
LLY
ELI LILLY & CO
+$284.9K
345
建仓
UBER
UBER TECHNOLOGIES INC
+$280.0K
3,843
减持
BX
BLACKSTONE INC
-$277.2K
8,177
-1%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$265.2K
7,328
清仓
GNRC
GENERAC HLDGS INC
-$258.9K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$251.2K
9,048
-0%
减持
AVGO
BROADCOM INC
-$247.2K
3,453
-3%
清仓
CG
CARLYLE GROUP INC
-$237.1K
0
-100%
增持
—
ASML HOLDING N V
+$233.2K
672
+120%
减持
COWZ
PACER FDS TR
-$231.7K
27,311
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$231.5K
2,068
+8%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$230.7K
10,751
+0%
减持
CVX
CHEVRON CORP NEW
-$227.5K
1,427
-56%
清仓
XLI
SELECT SECTOR SPDR TR
-$224.5K
0
-100%
清仓
IBB
ISHARES TR
-$217.5K
0
-100%
增持
CRM
SALESFORCE INC
-$215.1K
3,489
+1%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$211.6K
2,193
清仓
HON
HONEYWELL INTL INC
-$207.1K
0
-100%
增持
RYLD
GLOBAL X FDS
+$205.0K
67,559
+35%
增持
PEP
PEPSICO INC
+$202.5K
5,385
+35%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$201.8K
2,738
建仓
NVDY
TIDAL TR II
+$199.8K
12,991
增持
PFFV
GLOBAL X FDS
+$199.4K
166,862
+5%
增持
GE
GE AEROSPACE
+$199.1K
3,288
+19%
减持
GSBD
GOLDMAN SACHS BDC INC
-$198.0K
102,300
-11%
增持
QCOM
QUALCOMM INC
+$195.4K
7,200
+21%
减持
KMI
KINDER MORGAN INC DEL
-$193.9K
26,367
-24%
增持
STIP
ISHARES TR
+$172.1K
18,519
+7%
减持
VZ
VERIZON COMMUNICATIONS INC
+$171.0K
34,952
-1%
增持
—
CHUBB LIMITED
+$170.6K
1,499
+47%
清仓
NFJ
VIRTUS DIVIDEND INTEREST & P
-$152.1K
0
-100%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$151.8K
54,591
+10%
增持
YMAX
TIDAL TR II
+$150.1K
25,410
+127%
减持
JNJ
JOHNSON & JOHNSON
+$141.7K
7,050
-1%
增持
QYLD
GLOBAL X FDS
-$125.8K
132,109
+4%
增持
XYLD
GLOBAL X FDS
-$124.7K
79,089
+2%
增持
ORCL
ORACLE CORP
-$117.9K
9,524
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$113.6K
2,022
+16%
增持
VOO
VANGUARD INDEX FDS
+$107.8K
603
+61%
减持
V
VISA INC
+$107.7K
3,323
-1%
增持
ABBV
ABBVIE INC
+$103.7K
2,433
+6%
清仓
ZYXIQ
ZYNEX INC
-$103.7K
0
-100%
增持
CEE
CENTRAL & EASTERN EUROPE FD
+$94.7K
26,504
+1%
增持
AMZN
AMAZON COM INC
-$94.0K
10,142
+10%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$93.5K
24,020
+11%
减持
CSCO
CISCO SYS INC
-$92.6K
12,704
-14%
增持
ADBE
ADOBE INC
+$89.0K
1,061
+48%
减持
SO
SOUTHERN CO
+$86.7K
10,137
-1%
增持
SCHC
SCHWAB STRATEGIC TR
+$86.6K
19,370
+9%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$81.2K
16,109
+7%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$79.8K
7,669
-1%
增持
GS
GOLDMAN SACHS GROUP INC
-$76.4K
3,052
+0%
增持
SYK
STRYKER CORPORATION
+$74.3K
896
+24%
增持
DGRO
ISHARES TR
+$71.0K
10,931
+11%
增持
—
ACCENTURE PLC IRELAND
+$58.4K
2,125
+24%
增持
JPM
JPMORGAN CHASE & CO.
+$56.5K
5,642
+2%
减持
GCOW
PACER FDS TR
+$54.5K
41,025
-5%
减持
MELI
MERCADOLIBRE INC
+$54.2K
230
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$54.1K
42,774
-0%
减持
GSK
GSK PLC
+$53.8K
16,058
-4%
增持
GEV
GE VERNOVA INC
+$51.0K
847
+34%
减持
WMB
WILLIAMS COS INC
-$47.4K
6,024
-20%
减持
WSM
WILLIAMS SONOMA INC
-$47.1K
1,717
-0%
减持
HDV
ISHARES TR
+$45.5K
5,638
-1%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$43.0K
37,309
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$42.0K
9,497
-0%
增持
META
META PLATFORMS INC
+$38.8K
4,521
+3%
减持
—
SANDSTORM GOLD LTD
+$38.6K
21,347
-3%
减持
WMT
WALMART INC
-$37.0K
5,061
-5%
增持
PANW
PALO ALTO NETWORKS INC
+$36.7K
3,248
+14%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$33.8K
9,106
+8%
减持
XLV
SELECT SECTOR SPDR TR
+$32.4K
3,867
-0%
减持
SHV
ISHARES TR
-$32.2K
7,015
-4%
减持
—
MANAGED PORTFOLIO SERIES
+$32.1K
17,325
-1%
增持
LULU
LULULEMON ATHLETICA INC
-$30.2K
866
+20%
减持
USMV
ISHARES TR
+$28.1K
9,125
-2%
增持
XLK
SELECT SECTOR SPDR TR
-$27.1K
2,700
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$26.4K
86,190
+1%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$25.9K
46,226
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$24.1K
1,996
-0%
增持
GBIL
GOLDMAN SACHS ETF TR
+$23.9K
3,903
+6%
增持
ITA
ISHARES TR
+$23.8K
3,034
+0%
减持
EWG
ISHARES INC
+$23.8K
7,114
-6%
减持
VEEV
VEEVA SYS INC
+$23.5K
1,295
-2%
减持
CPRJ
CALAMOS ETF TR
-$22.3K
19,911
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$22.2K
21,652
+1%
增持
VUG
VANGUARD INDEX FDS
-$20.4K
546
+1%
减持
XLF
SELECT SECTOR SPDR TR
+$20.3K
14,543
-0%
减持
MS
MORGAN STANLEY
-$19.7K
2,000
-1%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$19.7K
10,383
-9%
增持
BKNG
BOOKING HOLDINGS INC
-$19.6K
68
+1%
减持
ISD
PGIM HIGH YIELD BOND FUND IN
+$18.7K
35,005
-0%
增持
IVW
ISHARES TR
-$18.6K
2,552
+1%
增持
LRCX
LAM RESEARCH CORP
+$18.4K
4,373
+5%
减持
ICOW
PACER FDS TR
+$18.3K
32,564
-5%
减持
COST
COSTCO WHSL CORP NEW
+$18.1K
831
-1%
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$17.4K
173,392
-9%
增持
BIZD
VANECK ETF TRUST
+$16.8K
104,237
+0%
减持
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
+$15.6K
109,606
-0%
减持
FISV
FISERV INC
+$14.5K
1,058
-1%
减持
PPH
VANECK ETF TRUST
+$14.0K
4,231
-2%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$13.3K
19,710
+2%
减持
—
EXXON MOBIL CORP
+$12.4K
5,427
-8%
减持
CPNJ
CALAMOS ETF TR
-$12.3K
11,422
-3%
减持
BCX
BLACKROCK RES & COMMODITIES
+$11.1K
39,420
-6%
增持
LQDW
ISHARES TR
+$10.2K
8,926
+4%
增持
ADI
ANALOG DEVICES INC
-$9.5K
1,907
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$8.3K
12,853
+1%
减持
MU
MICRON TECHNOLOGY INC
-$8.2K
5,108
-5%
减持
EEMV
ISHARES INC
-$7.9K
19,616
-1%
增持
VO
VANGUARD INDEX FDS
-$6.6K
1,529
+0%
增持
IWM
ISHARES TR
+$6.1K
3,851
+12%
减持
FTNT
FORTINET INC
+$6.1K
4,202
-0%
减持
PG
PROCTER AND GAMBLE CO
+$4.9K
2,718
-1%
增持
IJR
ISHARES TR
-$4.7K
3,383
+9%
增持
DES
WISDOMTREE TR
-$3.7K
17,098
+7%
减持
XBGYX
BLACKROCK ENHANCED INTL DIV
+$3.4K
13,186
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.4K
1,020
+2%
增持
CIM
CHIMERA INVT CORP
+$1.8K
14,437
+10%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$1.3K
46,265
-4%
增持
SMAX
ISHARES TR
-$291
8,162
+0%
