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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 131 项
建仓 8
增持 40
减持 77
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
JPHY
J P MORGAN EXCHANGE TRADED F
-$2.2M
0
-100%
减持
AAPL
APPLE INC
+$1.7M
35,507
-1%
建仓
HOLA
J P MORGAN EXCHANGE TRADED F
+$1.2M
23,597
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
GOOGL
ALPHABET INC
+$1.2M
18,067
-1%
减持
NVDA
NVIDIA CORPORATION
+$598.9K
24,883
-3%
建仓
PFFA
ETFIS SER TR I
+$562.0K
25,885
减持
GOOG
ALPHABET INC
+$542.3K
8,553
-2%
增持
PFFV
GLOBAL X FDS
+$461.5K
209,121
+9%
建仓
CPSA
CALAMOS ETF TR
+$345.7K
12,978
减持
ORCL
ORACLE CORP
+$344.4K
8,507
-9%
增持
LLY
ELI LILLY & CO
+$314.1K
804
+109%
减持
SCHF
SCHWAB STRATEGIC TR
-$292.3K
28,051
-34%
减持
GS
GOLDMAN SACHS GROUP INC
+$257.8K
3,037
-1%
减持
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
+$247.6K
109,266
-0%
减持
SGOL
ETFS GOLD TR
+$240.5K
49,545
-1%
减持
JNJ
JOHNSON & JOHNSON
+$229.7K
7,907
-2%
减持
MSFT
MICROSOFT CORP
+$229.0K
12,652
-0%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$219.3K
0
-100%
增持
PYLD
PIMCO ETF TR
+$218.9K
105,419
+7%
减持
GSBD
GOLDMAN SACHS BDC INC
-$218.8K
95,898
-10%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$217.7K
10,543
-2%
增持
QQQ
INVESCO QQQ TR
+$214.3K
4,272
+0%
清仓
HON
HONEYWELL INTL INC
-$213.6K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$212.4K
0
-100%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$211.1K
3,248
建仓
WDAY
WORKDAY INC
+$209.4K
870
建仓
ACWI
ISHARES TR
+$208.2K
1,506
清仓
ISRG
INTUITIVE SURGICAL INC
-$208.1K
0
-100%
建仓
BN
BROOKFIELD CORP
+$207.6K
3,027
清仓
DIS
DISNEY WALT CO
-$206.3K
0
-100%
建仓
GVIP
GOLDMAN SACHS ETF TR
+$204.8K
1,336
减持
MU
MICRON TECHNOLOGY INC
+$202.5K
4,637
-0%
增持
QCOM
QUALCOMM INC
+$194.6K
8,110
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$192.8K
2,717
+13%
减持
MRK
MERCK & CO INC
-$184.9K
4,042
-39%
减持
USMV
ISHARES TR
-$170.8K
7,805
-20%
减持
BX
BLACKSTONE INC
+$155.7K
7,769
-1%
减持
V
VISA INC
-$153.2K
3,335
-8%
增持
—
ASML HOLDING N V
+$140.5K
694
+5%
增持
BIZD
VANECK ETF TRUST
-$138.3K
106,636
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$124.3K
5,917
-2%
增持
—
ACCENTURE PLC IRELAND
-$124.1K
2,802
+3%
增持
DGRO
ISHARES TR
+$118.1K
12,329
+9%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$115.8K
18,773
-5%
增持
CVX
CHEVRON CORP NEW
+$108.4K
2,152
+36%
减持
AVGO
BROADCOM INC
+$107.9K
2,995
-6%
减持
GE
GE AEROSPACE
+$100.6K
2,998
-4%
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$97.8K
159,051
-8%
减持
SPY
SPDR S&P 500 ETF TR
+$96.4K
2,046
-0%
增持
CRM
SALESFORCE INC
-$96.0K
3,820
+4%
增持
GLD
SPDR GOLD TR
+$93.0K
1,788
+0%
减持
IWM
ISHARES TR
+$92.3K
3,685
-1%
减持
META
META PLATFORMS INC
-$92.0K
4,508
-2%
增持
DES
WISDOMTREE TR
+$87.7K
18,835
+9%
增持
ADBE
ADOBE INC
+$84.9K
1,628
+29%
增持
GSK
GSK PLC
+$80.1K
14,131
+2%
减持
T
AT&T INC
-$79.3K
83,468
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$77.0K
9,046
+1%
减持
CEE
CENTRAL & EASTERN EUROPE FD
-$71.9K
22,304
-16%
增持
GCOW
PACER FDS TR
+$68.7K
41,521
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$67.6K
87,658
+1%
增持
CIM
CHIMERA INVT CORP
+$66.1K
25,785
+30%
增持
STIP
ISHARES TR
+$65.9K
19,610
+3%
减持
COST
COSTCO WHSL CORP NEW
-$64.5K
787
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$64.0K
15,417
+5%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$63.7K
13,208
+63%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$61.2K
6,151
-12%
减持
XLK
SELECT SECTOR SPDR TR
+$57.6K
2,630
-3%
减持
COWZ
PACER FDS TR
-$57.5K
26,905
-8%
增持
KO
COCA COLA CO
-$52.3K
12,296
+0%
减持
—
CHUBB LIMITED
-$51.5K
1,654
-8%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$51.2K
22,863
-0%
减持
SHOP
SHOPIFY INC
+$50.8K
1,752
-4%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$47.1K
15,319
-7%
减持
WSM
WILLIAMS SONOMA INC
+$42.7K
1,662
-4%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$41.9K
10,302
-1%
减持
SCHC
SCHWAB STRATEGIC TR
+$41.1K
19,334
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$40.3K
1,608
+14%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$40.0K
12,690
-6%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$34.8K
2,949
+3%
减持
EEMV
ISHARES INC
-$32.5K
18,878
-4%
减持
IJR
ISHARES TR
+$32.5K
3,470
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$32.4K
1,945
-1%
减持
QYLD
GLOBAL X FDS
+$31.0K
123,009
-0%
减持
BEPC
BROOKFIELD RENEWABLE CORP
-$30.5K
46,262
-7%
增持
SO
SOUTHERN CO
+$30.0K
10,142
+0%
减持
HDV
ISHARES TR
+$29.3K
5,631
-0%
增持
YMAX
TIDAL TRUST II
-$28.3K
36,979
+1%
增持
KMI
KINDER MORGAN INC DEL
-$28.2K
26,385
+0%
增持
—
TIDAL TRUST II
+$27.5K
28,000
+40%
增持
XLV
SELECT SECTOR SPDR TR
+$26.7K
3,937
+2%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$26.5K
47,879
+4%
减持
PAVE
GLOBAL X FDS
+$26.2K
10,904
-4%
减持
SYK
STRYKER CORPORATION
-$25.8K
889
-1%
减持
AMZN
AMAZON COM INC
-$25.8K
10,025
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$25.7K
3,289
-3%
减持
EWG
ISHARES INC
-$25.5K
6,621
-7%
增持
GBIL
GOLDMAN SACHS ETF TR
+$25.5K
5,503
+5%
增持
YMAG
TIDAL TRUST II
+$24.1K
29,160
+2%
减持
PG
PROCTER AND GAMBLE CO
-$23.9K
2,974
-1%
减持
VOO
VANGUARD INDEX FDS
+$23.2K
588
-1%
减持
BCX
BLACKROCK RES & COMMODITIES
+$22.2K
36,923
-1%
减持
RTX
RTX CORPORATION
+$21.8K
1,364
-4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$21.2K
1,034
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$20.9K
34,709
-0%
减持
PEP
PEPSICO INC
+$20.8K
4,994
-3%
减持
—
EXXON MOBIL CORP
+$20.4K
5,542
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$20.3K
9,297
-2%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$20.2K
8,445
-5%
增持
UBER
UBER TECHNOLOGIES INC
+$20.0K
3,873
+1%
增持
MCD
MCDONALDS CORP
+$19.4K
1,557
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$19.2K
21,911
+0%
减持
WMT
WALMART INC
+$19.1K
5,464
-2%
减持
XYLD
GLOBAL X FDS
-$18.8K
74,807
-1%
减持
GNRC
GENERAC HLDGS INC
+$18.8K
1,345
-7%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$17.8K
37,009
-1%
增持
FTNT
FORTINET INC
-$17.2K
5,079
+21%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$16.2K
45,500
-2%
减持
VUG
VANGUARD INDEX FDS
+$15.8K
532
-3%
增持
CSCO
CISCO SYS INC
-$12.6K
13,202
+0%
减持
ADI
ANALOG DEVICES INC
+$11.0K
1,892
-1%
增持
CPNJ
CALAMOS ETF TR
+$8.7K
13,174
+1%
减持
RYLD
GLOBAL X FDS
-$8.4K
66,258
-2%
减持
TPYP
TORTOISE CAPITAL SERIES TRUS
+$7.9K
17,161
-1%
减持
ICOW
PACER FDS TR
-$7.2K
30,284
-7%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$5.3K
7,285
-1%
减持
ISD
PGIM HIGH YIELD BOND FUND IN
+$4.8K
35,500
-1%
减持
NVDY
TIDAL TRUST II
-$3.0K
11,891
-2%
减持
HACK
AMPLIFY ETF TR
-$1.7K
6,158
-1%
减持
PPH
VANECK ETF TRUST
+$1.6K
4,125
-2%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.4K
12,350
-0%
