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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 125 项
建仓 11
增持 68
减持 44
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
JPHY
J P MORGAN EXCHANGE TRADED F
+$2.2M
46,198
增持
MSFT
MICROSOFT CORP
+$1.6M
12,714
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
25,595
+1%
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
META
META PLATFORMS INC
+$796.9K
4,610
+2%
减持
ORCL
ORACLE CORP
+$716.6K
9,368
-2%
减持
AAPL
APPLE INC
-$696.6K
35,945
-1%
清仓
—
MANAGED PORTFOLIO SERIES
-$630.1K
0
-100%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$617.6K
17,285
增持
PYLD
PIMCO ETF TR
+$556.9K
98,364
+26%
增持
GOOGL
ALPHABET INC
+$502.0K
18,234
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$493.5K
3,053
+0%
增持
PFFV
GLOBAL X FDS
+$425.5K
191,816
+15%
增持
QQQ
INVESCO QQQ TR
+$416.7K
4,261
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$379.6K
8,920
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$358.1K
6,009
+7%
增持
MSTR
MICROSTRATEGY INC
+$351.5K
2,559
+8%
减持
AVGO
BROADCOM INC
+$302.0K
3,193
-8%
增持
AMZN
AMAZON COM INC
+$297.4K
10,151
+0%
清仓
FISV
FISERV INC
-$233.6K
0
-100%
建仓
CG
CARLYLE GROUP INC
+$232.7K
4,528
建仓
HON
HONEYWELL INTL INC
+$213.6K
917
建仓
SHOP
SHOPIFY INC
+$209.6K
1,817
建仓
ISRG
INTUITIVE SURGICAL INC
+$208.1K
383
建仓
XLI
SELECT SECTOR SPDR TR
+$207.7K
1,408
建仓
RTX
RTX CORPORATION
+$206.5K
1,414
建仓
GNRC
GENERAC HLDGS INC
+$206.4K
1,441
建仓
DIS
DISNEY WALT CO
+$206.3K
1,664
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$183.9K
8,268
+20%
减持
GEV
GE VERNOVA INC
+$177.4K
824
-3%
减持
XYLD
GLOBAL X FDS
-$167.5K
75,905
-4%
增持
SGOL
ETFS GOLD TR
+$165.5K
50,197
+6%
增持
YMAX
TIDAL TR II
+$162.5K
36,479
+44%
增持
—
ACCENTURE PLC IRELAND
+$152.0K
2,727
+28%
减持
GOOG
ALPHABET INC
+$146.0K
8,686
-3%
增持
SCHC
SCHWAB STRATEGIC TR
+$143.8K
19,694
+2%
减持
GE
GE AEROSPACE
+$143.2K
3,113
-5%
增持
PANW
PALO ALTO NETWORKS INC
+$141.1K
3,398
+5%
减持
QYLD
GLOBAL X FDS
-$135.6K
123,287
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$135.3K
2,050
+1%
增持
GBIL
GOLDMAN SACHS ETF TR
+$135.1K
5,253
+35%
增持
CSCO
CISCO SYS INC
+$131.9K
13,201
+4%
减持
MU
MICRON TECHNOLOGY INC
+$129.5K
4,652
-9%
增持
V
VISA INC
+$127.1K
3,638
+9%
减持
PEP
PEPSICO INC
-$126.9K
5,154
-4%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$126.8K
10,706
-0%
建仓
—
TIDAL TR II
+$125.7K
19,950
减持
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
+$116.2K
109,406
-0%
增持
COWZ
PACER FDS TR
+$108.2K
29,107
+7%
增持
WMT
WALMART INC
+$99.7K
5,564
+10%
减持
BEPC
BROOKFIELD RENEWABLE CORP
+$98.6K
49,506
-9%
增持
EEMV
ISHARES INC
+$93.1K
19,705
+0%
减持
GSK
GSK PLC
-$92.3K
13,796
-14%
增持
CIM
CHIMERA INVT CORP
+$89.6K
19,813
+37%
增持
KO
COCA COLA CO
+$89.0K
12,266
+13%
减持
ABBV
ABBVIE INC
-$89.0K
2,267
-7%
增持
ICOW
PACER FDS TR
+$87.3K
32,623
+0%
减持
—
ASML HOLDING N V
+$86.0K
663
-1%
增持
ADBE
ADOBE INC
+$82.5K
1,265
+19%
减持
VZ
VERIZON COMMUNICATIONS INC
-$80.9K
34,771
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$79.5K
3,853
+0%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$79.3K
2,874
+31%
增持
VEEV
VEEVA SYS INC
+$74.4K
1,300
+0%
减持
MRK
MERCK & CO INC
-$72.2K
6,622
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$71.8K
2,415
+17%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$68.9K
8,084
+5%
增持
JNJ
JOHNSON & JOHNSON
+$67.2K
8,094
+15%
减持
PAVE
GLOBAL X FDS
+$65.6K
11,316
-0%
增持
—
CHUBB LIMITED
+$65.6K
1,789
+19%
增持
CRM
SALESFORCE INC
+$65.0K
3,672
+5%
增持
CPNJ
CALAMOS ETF TR
+$61.5K
13,088
+15%
增持
WMB
WILLIAMS COS INC
+$60.8K
6,699
+11%
增持
GCOW
PACER FDS TR
+$59.3K
41,517
+1%
增持
USMV
ISHARES TR
+$58.8K
9,730
+7%
减持
GLD
SPDR GOLD TR
-$56.7K
1,780
-14%
增持
CPRJ
CALAMOS ETF TR
+$51.2K
21,168
+6%
减持
T
AT&T INC
+$51.0K
84,190
-0%
增持
QCOM
QUALCOMM INC
+$48.5K
7,249
+1%
增持
IVW
ISHARES TR
+$46.3K
2,572
+1%
增持
DGRO
ISHARES TR
+$45.9K
11,279
+3%
增持
STIP
ISHARES TR
+$44.8K
19,055
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$42.2K
14,637
+1%
增持
—
EXXON MOBIL CORP
-$41.0K
5,607
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$33.0K
13,491
+5%
增持
LULU
LULULEMON ATHLETICA INC
-$32.7K
894
+3%
增持
YMAG
TIDAL TR II
+$32.7K
28,460
+6%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$32.6K
19,683
-0%
增持
CEE
CENTRAL & EASTERN EUROPE FD
+$32.0K
26,704
+1%
减持
IWM
ISHARES TR
+$31.1K
3,704
-4%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$30.0K
1,040
+2%
减持
BX
BLACKSTONE INC
+$28.7K
7,833
-4%
增持
SHV
ISHARES TR
+$28.4K
7,275
+4%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$27.1K
37,219
-0%
减持
VOO
VANGUARD INDEX FDS
+$27.0K
593
-2%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$26.6K
16,553
+3%
增持
SCHD
SCHWAB STRATEGIC TR
-$26.5K
21,846
+1%
增持
IJR
ISHARES TR
+$26.1K
3,476
+3%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
+$26.0K
46,198
-0%
减持
KMI
KINDER MORGAN INC DEL
+$22.9K
26,366
-0%
减持
HDV
ISHARES TR
-$22.6K
5,635
-0%
减持
—
SANDSTORM GOLD LTD
+$20.7K
19,347
-9%
减持
IGR
CBRE GBL REAL ESTATE INC FD
+$20.6K
173,024
-0%
增持
PG
PROCTER AND GAMBLE CO
+$17.7K
3,018
+11%
增持
MCD
MCDONALDS CORP
-$17.3K
1,553
+3%
增持
XBI
SPDR SERIES TRUST
+$16.1K
3,257
+4%
减持
ICLN
ISHARES TR
+$15.8K
10,503
-2%
增持
BIZD
VANECK ETF TRUST
-$15.6K
106,353
+2%
减持
RYLD
GLOBAL X FDS
-$14.5K
67,447
-0%
减持
PPH
VANECK ETF TRUST
-$14.5K
4,219
-0%
减持
BCX
BLACKROCK RES & COMMODITIES
-$14.4K
37,392
-5%
增持
LLY
ELI LILLY & CO
+$14.4K
384
+11%
增持
CVX
CHEVRON CORP NEW
-$12.9K
1,577
+11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.8K
86,856
+1%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$11.8K
46,079
-0%
增持
WSM
WILLIAMS SONOMA INC
+$10.7K
1,727
+1%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$7.4K
8,898
-2%
减持
COST
COSTCO WHSL CORP NEW
+$7.0K
801
-4%
增持
ISD
PGIM HIGH YIELD BOND FUND IN
+$6.9K
35,690
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$6.6K
1,956
-2%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$4.5K
22,938
-5%
增持
GSBD
GOLDMAN SACHS BDC INC
+$4.3K
106,141
+4%
减持
NVDY
TIDAL TR II
+$3.0K
12,091
-7%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$1.3K
11,184
-8%
减持
XBGYX
BLACKROCK ENHANCED INTL DIV
-$1.1K
12,580
-5%
增持
SO
SOUTHERN CO
-$1.0K
10,139
+0%
增持
DES
WISDOMTREE TR
+$233
17,213
+1%
