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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 143 项
建仓 13
增持 45
减持 73
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
SPYI
NEOS ETF TRUST
+$3.7M
70,535
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.2M
54,324
清仓
XYLD
GLOBAL X FDS
-$2.9M
0
-100%
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。
清仓
QYLD
GLOBAL X FDS
-$2.1M
0
-100%
建仓
TBUX
T ROWE PRICE ETF INC
+$1.4M
28,308
建仓
ARCC
ARES CAPITAL CORP
+$1.3M
64,976
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$1.1M
20,765
减持
GOOGL
ALPHABET INC
+$1.1M
17,429
-4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0M
104,990
+20%
清仓
RYLD
GLOBAL X FDS
-$997.2K
0
-100%
增持
PFFA
ETFIS SER TR I
+$862.0K
66,076
+155%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$846.5K
43,659
增持
PYLD
PIMCO ETF TR
+$758.1K
134,465
+28%
增持
LLY
ELI LILLY & CO
+$732.0K
1,252
+56%
增持
STIP
ISHARES TR
+$697.3K
26,606
+36%
减持
GSBD
GOLDMAN SACHS BDC INC
-$692.3K
30,497
-68%
增持
ORCL
ORACLE CORP
-$668.1K
8,847
+4%
减持
AAPL
APPLE INC
+$523.5K
35,183
-1%
减持
GOOG
ALPHABET INC
+$519.9K
8,295
-3%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$517.6K
0
-100%
减持
MSFT
MICROSOFT CORP
-$496.2K
12,524
-1%
减持
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
-$492.2K
82,605
-24%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$485.5K
37,028
+97%
清仓
YMAX
TIDAL TRUST II
-$473.7K
0
-100%
清仓
YMAG
TIDAL TRUST II
-$458.1K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$408.5K
8,029
增持
PFFV
GLOBAL X FDS
+$371.3K
234,301
+12%
减持
META
META PLATFORMS INC
-$348.8K
4,487
-0%
建仓
AUSF
GLOBAL X FDS
+$323.4K
6,974
增持
DGRO
ISHARES TR
+$303.5K
16,463
+34%
建仓
DYNF
BLACKROCK ETF TRUST
+$301.3K
4,954
减持
T
AT&T INC
-$289.8K
83,228
-0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$278.2K
3,219
-48%
建仓
ANGL
VANECK ETF TRUST
+$265.0K
9,024
减持
BIZD
VANECK ETF TRUST
-$254.9K
94,373
-11%
减持
MU
MICRON TECHNOLOGY INC
+$251.6K
3,600
-22%
建仓
RGLD
ROYAL GOLD INC
+$242.7K
1,092
清仓
—
SANDSTORM GOLD LTD
-$242.2K
0
-100%
建仓
AMG
AFFILIATED MANAGERS GROUP IN
+$241.0K
836
减持
SCHF
SCHWAB STRATEGIC TR
-$232.4K
17,499
-38%
清仓
LQDW
ISHARES TR
-$225.6K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$225.2K
0
-100%
减持
SHV
ISHARES TR
-$222.8K
5,275
-27%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$211.1K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$210.7K
372
清仓
WDAY
WORKDAY INC
-$209.4K
0
-100%
增持
GCOW
PACER FDS TR
+$206.7K
44,924
+8%
减持
SCHD
SCHWAB STRATEGIC TR
-$202.2K
14,435
-34%
减持
VZ
VERIZON COMMUNICATIONS INC
-$173.7K
33,187
-4%
增持
JNJ
JOHNSON & JOHNSON
+$170.7K
7,909
+0%
增持
COWZ
PACER FDS TR
+$165.5K
28,449
+6%
减持
SGOL
ETFS GOLD TR
+$154.1K
48,147
-3%
清仓
—
TIDAL TRUST II
-$153.2K
0
-100%
减持
LRCX
LAM RESEARCH CORP
+$142.8K
4,255
-3%
减持
BX
BLACKSTONE INC
-$137.5K
7,719
-1%
减持
EEMV
ISHARES INC
-$127.0K
16,833
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$123.5K
9,034
-0%
减持
CPSA
CALAMOS ETF TR
-$118.5K
8,437
-35%
增持
CRM
SALESFORCE INC
+$114.0K
3,848
+1%
增持
CSCO
CISCO SYS INC
+$113.8K
13,204
+0%
减持
AMZN
AMAZON COM INC
+$111.6K
10,020
-0%
减持
NVDA
NVIDIA CORPORATION
-$110.0K
24,304
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$100.6K
14,713
+16%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$97.6K
8,858
+7%
增持
VEEV
VEEVA SYS INC
-$94.9K
1,310
+1%
增持
GVIP
GOLDMAN SACHS ETF TR
+$93.1K
1,923
+44%
增持
—
ASML HOLDING N V
+$89.9K
712
+3%
增持
MRK
MERCK & CO INC
+$86.7K
4,047
+0%
减持
VO
VANGUARD INDEX FDS
-$80.3K
1,271
-17%
增持
SO
SOUTHERN CO
-$76.6K
10,144
+0%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$76.5K
16,839
+10%
减持
MELI
MERCADOLIBRE INC
-$76.2K
229
-0%
增持
XBI
SPDR SERIES TRUST
+$72.7K
3,273
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$71.8K
1,940
-0%
减持
PEP
PEPSICO INC
-$68.3K
4,411
-12%
减持
ADBE
ADOBE INC
-$66.8K
1,450
-11%
增持
ACWI
ISHARES TR
+$66.4K
1,941
+29%
增持
XLV
SELECT SECTOR SPDR TR
+$62.6K
3,944
+0%
增持
CIM
CHIMERA INVT CORP
+$61.5K
32,372
+26%
增持
UBER
UBER TECHNOLOGIES INC
-$60.9K
3,898
+1%
减持
COST
COSTCO WHSL CORP NEW
-$58.4K
777
-1%
减持
GLD
SPDR GOLD TR
+$57.2K
1,748
-2%
增持
PANW
PALO ALTO NETWORKS INC
-$56.7K
3,328
+1%
增持
ADI
ANALOG DEVICES INC
+$52.3K
1,907
+1%
减持
PPH
VANECK ETF TRUST
+$48.7K
4,085
-1%
增持
KO
COCA COLA CO
+$47.6K
12,346
+0%
减持
AVGO
BROADCOM INC
+$43.6K
2,981
-0%
减持
SCHC
SCHWAB STRATEGIC TR
-$43.2K
18,377
-5%
减持
ICOW
PACER FDS TR
-$43.0K
27,402
-10%
减持
WMT
WALMART INC
+$41.5K
5,427
-1%
减持
—
CHUBB LIMITED
-$37.7K
1,375
-17%
减持
QQQ
INVESCO QQQ TR
+$37.2K
4,236
-1%
减持
WSM
WILLIAMS SONOMA INC
-$34.8K
1,624
-2%
减持
CEE
CENTRAL & EASTERN EUROPE FD
+$34.3K
21,292
-5%
减持
—
EXXON MOBIL CORP
+$33.6K
5,472
-1%
减持
CG
CARLYLE GROUP INC
-$32.5K
4,253
-6%
增持
V
VISA INC
+$31.8K
3,337
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$31.5K
5,890
-0%
减持
NVDY
TIDAL TRUST II
-$30.4K
11,591
-3%
减持
BCX
BLACKROCK RES & COMMODITIES
+$29.8K
36,913
-0%
减持
IJR
ISHARES TR
-$28.7K
3,193
-8%
减持
CPNJ
CALAMOS ETF TR
-$26.8K
12,012
-9%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$26.2K
7,176
-1%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$25.7K
10,019
-3%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$24.4K
10,241
-3%
减持
ABBV
ABBVIE INC
-$22.0K
2,201
-3%
减持
TPYP
TORTOISE CAPITAL SERIES TRUS
-$22.0K
17,101
-0%
减持
GEV
GE VERNOVA INC
+$20.8K
807
-2%
减持
GSK
GSK PLC
-$19.0K
12,049
-15%
减持
—
ACCENTURE PLC IRELAND
+$18.9K
2,646
-6%
增持
WMB
WILLIAMS COS INC
-$18.7K
6,749
+1%
减持
HDV
ISHARES TR
-$14.7K
5,549
-1%
增持
SYK
STRYKER CORPORATION
-$13.7K
896
+1%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$13.1K
47,389
-1%
增持
DES
WISDOMTREE TR
+$13.0K
19,354
+3%
减持
QCOM
QUALCOMM INC
+$12.7K
7,962
-2%
减持
EWG
ISHARES INC
-$12.6K
6,186
-7%
增持
KMI
KINDER MORGAN INC DEL
-$11.7K
26,748
+1%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$11.2K
8,224
-3%
减持
HOLA
J P MORGAN EXCHANGE TRADED F
+$11.1K
23,508
-0%
减持
GE
GE AEROSPACE
+$10.8K
2,963
-1%
减持
BEPC
BROOKFIELD RENEWABLE CORP
-$10.3K
41,263
-11%
减持
VUG
VANGUARD INDEX FDS
-$10.2K
502
-6%
减持
XLF
SELECT SECTOR SPDR TR
+$10.0K
15,347
-0%
减持
SHOP
SHOPIFY INC
+$9.6K
1,677
-4%
增持
XLK
SELECT SECTOR SPDR TR
+$9.5K
5,215
+98%
减持
GBIL
GOLDMAN SACHS ETF TR
-$7.8K
5,441
-1%
增持
USMV
ISHARES TR
+$7.1K
7,962
+2%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$5.2K
36,709
-1%
增持
IGR
CBRE GBL REAL ESTATE INC FD
-$4.6K
185,603
+17%
增持
MCD
MCDONALDS CORP
+$4.5K
1,563
+0%
减持
VOO
VANGUARD INDEX FDS
+$4.3K
581
-1%
减持
ITA
ISHARES TR
-$3.3K
2,942
-3%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$3.1K
46,056
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$2.4K
69
+1%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$2.0K
23,600
+3%
增持
FTNT
FORTINET INC
+$1.5K
5,397
+6%
减持
ISD
PGIM HIGH YIELD BOND FUND IN
-$1.4K
35,180
-1%
减持
PAVE
GLOBAL X FDS
-$1.3K
10,841
-1%
增持
BN
BROOKFIELD CORP
+$749
4,540
+50%
减持
IWM
ISHARES TR
+$707
3,625
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$258
2,718
+0%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$224
2,938
-0%
