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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 140 项
建仓 11
增持 59
减持 63
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AUSF
GLOBAL X FDS
+$1.8M
44,212
+534%
增持
MSFT
MICROSOFT CORP
-$1.3M
12,789
+2%
清仓
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
-$963.2K
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。
减持
ORCL
ORACLE CORP
-$865.5K
5,838
-34%
建仓
IGV
ISHARES TR
+$741.2K
9,259
建仓
NOW
SERVICENOW INC
+$732.9K
7,010
增持
PFFA
ETFIS SER TR I
+$678.4K
103,258
+56%
减持
AAPL
APPLE INC
-$667.4K
35,058
-0%
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$584.1K
36,350
增持
FPEI
FIRST TR EXCH TRADED FD III
+$576.3K
74,885
+72%
增持
PANW
PALO ALTO NETWORKS INC
+$553.6K
7,277
+119%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$539.6K
0
-100%
减持
GOOGL
ALPHABET INC
-$515.2K
17,179
-1%
清仓
ADBE
ADOBE INC
-$507.5K
0
-100%
增持
ACWI
ISHARES TR
+$506.2K
5,643
+191%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$493.0K
9,006
-0%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$464.4K
24,053
+43%
增持
VZ
VERIZON COMMUNICATIONS INC
+$436.6K
35,623
+7%
建仓
EPS
WISDOMTREE TR
+$434.0K
6,372
增持
PYLD
PIMCO ETF TR
+$432.2K
153,426
+14%
清仓
NVO
NOVO-NORDISK A S
-$408.5K
0
-100%
减持
ARCC
ARES CAPITAL CORP
-$401.8K
50,647
-22%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$372.2K
28,405
+37%
增持
META
META PLATFORMS INC
-$368.4K
4,533
+1%
减持
CRM
SALESFORCE INC
-$354.8K
3,560
-7%
减持
T
AT&T INC
+$340.6K
83,064
-0%
减持
GSK
GSK PLC
-$339.0K
4,564
-62%
增持
PFFV
GLOBAL X FDS
+$331.3K
253,685
+8%
减持
—
ACCENTURE PLC IRELAND
-$329.0K
1,921
-27%
减持
BX
BLACKSTONE INC
-$326.7K
7,506
-3%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$325.8K
27,401
-26%
增持
JNJ
JOHNSON & JOHNSON
+$299.4K
7,921
+0%
增持
QCOM
QUALCOMM INC
-$288.0K
8,339
+5%
增持
NVDA
NVIDIA CORPORATION
-$280.3K
24,383
+0%
增持
TBUX
T ROWE PRICE ETF INC
+$278.5K
33,963
+20%
建仓
ENB
ENBRIDGE INC
+$270.5K
4,997
减持
GOOG
ALPHABET INC
-$256.4K
8,180
-1%
减持
—
EXXON MOBIL CORP
+$251.7K
5,365
-2%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$242.8K
7,333
-28%
增持
GCOW
PACER FDS TR
+$240.6K
45,250
+1%
建仓
REGN
REGENERON PHARMACEUTICALS
+$229.5K
297
减持
IWM
ISHARES TR
-$227.9K
2,679
-26%
建仓
GMNY
GOLDMAN SACHS ETF TR
+$220.3K
4,430
减持
SGOL
ETFS GOLD TR
-$217.0K
39,463
-18%
建仓
DTCR
GLOBAL X FDS
+$216.6K
9,041
建仓
HON
HONEYWELL INTL INC
+$212.9K
942
建仓
CAT
CATERPILLAR INC
+$212.5K
300
清仓
ISRG
INTUITIVE SURGICAL INC
-$210.7K
0
-100%
清仓
BN
BROOKFIELD CORP
-$208.3K
0
-100%
增持
AMZN
AMAZON COM INC
-$208.0K
10,106
+1%
建仓
GNRC
GENERAC HLDGS INC
+$205.1K
1,050
减持
QQQ
INVESCO QQQ TR
-$176.1K
4,203
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$174.4K
60,009
+10%
减持
—
ASML HOLDING N V
+$173.4K
708
-1%
清仓
NVDY
TIDAL TRUST II
-$169.3K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$164.5K
2,961
-3%
减持
GEV
GE VERNOVA INC
+$163.0K
791
-2%
增持
JPM
JPMORGAN CHASE & CO.
-$160.6K
5,906
+0%
减持
KMI
KINDER MORGAN INC DEL
+$156.9K
26,608
-1%
增持
—
CHUBB LIMITED
+$155.6K
1,794
+30%
减持
LRCX
LAM RESEARCH CORP
+$151.9K
4,120
-3%
增持
V
VISA INC
-$147.8K
3,383
+1%
增持
LLY
ELI LILLY & CO
-$146.1K
1,304
+4%
减持
BIZD
VANECK ETF TRUST
-$143.4K
93,347
-1%
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$142.0K
152,845
-18%
增持
SPYI
NEOS ETF TRUST
-$130.0K
72,416
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$126.9K
108,266
+3%
增持
STIP
ISHARES TR
+$122.6K
27,524
+3%
减持
AVGO
BROADCOM INC
-$119.6K
2,947
-1%
增持
CVX
CHEVRON CORP NEW
+$118.7K
2,159
+0%
减持
TPYP
TORTOISE CAPITAL SERIES TRUS
+$116.8K
17,006
-1%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$107.2K
8,658
-2%
增持
DGRO
ISHARES TR
+$106.2K
17,799
+8%
减持
XLF
SELECT SECTOR SPDR TR
-$106.2K
14,874
-3%
增持
COST
COSTCO WHSL CORP NEW
+$106.2K
779
+0%
减持
MU
MICRON TECHNOLOGY INC
+$104.0K
3,349
-7%
减持
ICOW
PACER FDS TR
+$96.7K
27,252
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$93.2K
2,915
+50%
增持
DYNF
BLACKROCK ETF TRUST
+$86.9K
6,672
+35%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$86.7K
25,335
+7%
增持
WMB
WILLIAMS COS INC
+$86.2K
6,759
+0%
减持
SO
SOUTHERN CO
+$84.1K
10,036
-1%
增持
CIM
CHIMERA INVT CORP
+$83.9K
38,747
+20%
增持
KO
COCA COLA CO
+$79.0K
12,388
+0%
减持
ITA
ISHARES TR
-$78.8K
2,527
-14%
增持
ANGL
VANECK ETF TRUST
+$78.2K
11,951
+32%
减持
SPY
SPDR S&P 500 ETF TR
-$72.4K
2,034
-1%
增持
MSTR
STRATEGY INC
-$69.2K
2,561
+0%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$68.6K
2,242
-24%
增持
GVIP
GOLDMAN SACHS ETF TR
+$67.2K
2,505
+30%
减持
HDV
ISHARES TR
+$66.8K
5,464
-2%
减持
VEEV
VEEVA SYS INC
-$66.7K
1,285
-2%
增持
MELI
MERCADOLIBRE INC
-$63.6K
230
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$61.6K
15,925
+8%
增持
MRK
MERCK & CO INC
+$61.3K
4,051
+0%
增持
DES
WISDOMTREE TR
+$56.0K
19,571
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$53.2K
2,740
+1%
增持
FTNT
FORTINET INC
+$48.6K
5,839
+8%
减持
BCX
BLACKROCK RES & COMMODITIES
-$47.0K
29,738
-19%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$46.8K
7,060
-2%
减持
ISD
PGIM HIGH YIELD BOND FUND IN
-$46.7K
35,133
-0%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$41.0K
47,362
-0%
减持
SCHD
SCHWAB STRATEGIC TR
+$37.7K
14,135
-2%
减持
WMT
WALMART INC
+$37.1K
5,164
-5%
增持
UBER
UBER TECHNOLOGIES INC
-$36.7K
3,918
+1%
减持
RGLD
ROYAL GOLD INC
+$31.1K
1,076
-1%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$29.6K
10,169
+1%
增持
BKNG
BOOKING HOLDINGS INC
-$28.5K
81
+17%
增持
HOLA
J P MORGAN EXCHANGE TRADED F
+$27.6K
23,872
+2%
减持
PEP
PEPSICO INC
+$25.7K
4,242
-4%
增持
MS
MORGAN STANLEY
-$25.3K
2,004
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$23.9K
16,030
-8%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$22.6K
11,998
-3%
减持
COWZ
PACER FDS TR
+$21.7K
27,710
-3%
减持
GBIL
GOLDMAN SACHS ETF TR
-$18.7K
5,241
-4%
增持
EEMV
ISHARES INC
+$18.6K
16,941
+1%
减持
SHV
ISHARES TR
-$17.5K
5,105
-3%
减持
PAVE
GLOBAL X FDS
+$13.8K
10,469
-3%
减持
CEE
CENTRAL & EASTERN EUROPE FD
+$10.9K
21,192
-0%
减持
HEDJ
WISDOMTREE TR
-$10.9K
7,306
-1%
减持
XLI
SELECT SECTOR SPDR TR
+$9.8K
1,603
-0%
增持
MCD
MCDONALDS CORP
+$9.6K
1,568
+0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$9.0K
3,113
-3%
增持
SMAX
ISHARES TR
+$8.6K
8,522
+4%
增持
SYK
STRYKER CORPORATION
-$8.3K
933
+4%
增持
CPRJ
CALAMOS ETF TR
+$8.0K
21,328
+1%
减持
GLD
SPDR GOLD TR
+$7.8K
1,628
-7%
增持
USMV
ISHARES TR
-$7.5K
8,003
+1%
减持
CPSA
CALAMOS ETF TR
-$7.4K
8,176
-3%
减持
CSCO
CISCO SYS INC
+$7.3K
13,202
-0%
增持
SHOP
SHOPIFY INC
-$6.6K
2,220
+32%
减持
IJR
ISHARES TR
-$5.7K
3,041
-5%
减持
WSM
WILLIAMS SONOMA INC
+$5.2K
1,619
-0%
减持
RTX
RTX CORPORATION
+$4.7K
1,321
-3%
减持
SCHC
SCHWAB STRATEGIC TR
-$3.8K
17,820
-3%
增持
PG
PROCTER AND GAMBLE CO
+$3.4K
2,975
+0%
增持
GSBD
GOLDMAN SACHS BDC INC
+$3.1K
32,224
+6%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$3.0K
8,199
-0%
减持
BEPC
BROOKFIELD RENEWABLE CORP
-$2.3K
39,661
-4%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
-$243
46,724
+1%
