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Ipsen Advisor Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ipsen Advisor Group LLC
报告期 2026-03-31 · CIK 0001964922
持仓数
104
前50大市值合计
$117.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
22Q4
24Q4 调仓
2022-12-31 → 2024-12-31 · 共 119 项
建仓 20
增持 38
减持 34
清仓 27
方向
标的
Δ市值
现股数(环比)
建仓
RWK
INVESCO EXCH TRADED FD TR II
+$4.7M
40,839
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$4.4M
103,437
+850%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$3.7M
83,459
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
FLO
FLOWERS FOODS INC
-$3.5M
448,260
+1%
增持
ILCG
ISHARES TR
+$3.0M
65,216
+13%
增持
DBEF
DBX ETF TR
+$2.3M
150,474
+25%
增持
IMCG
ISHARES TR
+$2.3M
76,297
+18%
增持
ISCG
ISHARES TR
+$2.2M
107,024
+25%
增持
IMCV
ISHARES TR
+$2.0M
78,597
+27%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$1.9M
0
-100%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.7M
48,498
清仓
IWN
ISHARES TR
-$1.6M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$1.5M
40,843
+240%
建仓
LIT
GLOBAL X FDS
+$1.4M
34,697
建仓
COPX
GLOBAL X FDS
+$1.4M
37,023
建仓
XLF
SELECT SECTOR SPDR TR
+$1.3M
27,745
增持
HSCZ
ISHARES TR
+$1.2M
97,668
+29%
建仓
DVYE
ISHARES INC
+$1.1M
42,478
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$1.0M
10,105
增持
AVGO
BROADCOM INC
+$1.0M
6,442
+649%
增持
IAU
ISHARES GOLD TR
+$988.4K
39,993
+40%
建仓
IXJ
ISHARES TR
+$933.5K
10,859
清仓
—
INVESCO BLDRS INDEX FDS TR
-$778.9K
0
-100%
减持
ESGD
ISHARES TR
-$773.4K
13,501
-51%
减持
QQQ
INVESCO QQQ TR
+$698.0K
3,085
-7%
减持
AAPL
APPLE INC
+$693.2K
6,357
-8%
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$666.1K
0
-100%
增持
WMT
WALMART INC
+$632.9K
18,842
+150%
减持
QUAL
ISHARES TR
-$614.1K
5,986
-59%
建仓
ALL
ALLSTATE CORP
+$589.4K
3,057
增持
MSFT
MICROSOFT CORP
+$586.2K
3,083
+4%
建仓
OKE
ONEOK INC NEW
+$580.8K
5,784
增持
EELV
INVESCO EXCH TRADED FD TR II
+$580.4K
42,826
+133%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$564.7K
0
-100%
减持
DGRO
ISHARES TR
-$552.1K
15,057
-49%
建仓
DLX
DELUXE CORP
+$533.2K
23,604
减持
ESGU
ISHARES TR
-$502.6K
14,528
-48%
清仓
MBB
ISHARES TR
-$495.0K
0
-100%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$441.7K
4,038
清仓
DIAL
COLUMBIA ETF TR I
-$424.6K
0
-100%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$417.8K
3,356
减持
IEF
ISHARES TR
-$413.2K
3,065
-58%
建仓
EMR
EMERSON ELEC CO
+$399.2K
3,221
清仓
UPS
UNITED PARCEL SERVICE INC
-$397.1K
0
-100%
清仓
ISCB
ISHARES TR
-$394.3K
0
-100%
清仓
HYS
PIMCO ETF TR
-$393.5K
0
-100%
清仓
EWZ
ISHARES INC
-$392.5K
0
-100%
增持
VFH
VANGUARD WORLD FD
+$369.4K
9,966
+2%
清仓
VBK
VANGUARD INDEX FDS
-$365.4K
0
-100%
清仓
HD
HOME DEPOT INC
-$362.5K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$354.7K
2,731
+22%
减持
—
EXXON MOBIL CORP
-$343.9K
6,395
-32%
增持
NOBL
PROSHARES TR
+$338.1K
19,418
+10%
清仓
NUMV
NUSHARES ETF TR
-$327.2K
0
-100%
清仓
MCHI
ISHARES TR
-$326.6K
0
-100%
减持
NUMG
NUSHARES ETF TR
-$324.9K
4,835
-69%
清仓
SHY
ISHARES TR
-$305.0K
0
-100%
增持
SRE
SEMPRA
+$301.2K
8,391
+198%
增持
PNC
PNC FINL SVCS GROUP INC
+$298.0K
3,462
+48%
建仓
EWX
SPDR INDEX SHS FDS
+$285.2K
4,865
清仓
EFA
ISHARES TR
-$283.2K
0
-100%
增持
TSN
TYSON FOODS INC
+$277.1K
10,907
+94%
减持
NUSC
NUSHARES ETF TR
-$275.1K
10,285
-50%
清仓
HYEM
VANECK ETF TRUST
-$275.0K
0
-100%
增持
EOG
EOG RES INC
+$263.2K
3,966
+130%
清仓
AGG
ISHARES TR
-$262.4K
0
-100%
清仓
ILCB
ISHARES TR
-$261.0K
0
-100%
建仓
CAT
CATERPILLAR INC
+$258.6K
713
清仓
ESML
ISHARES TR
-$252.1K
0
-100%
减持
ISCV
ISHARES TR
-$243.5K
54,064
-23%
减持
VBR
VANGUARD INDEX FDS
-$240.7K
1,036
-63%
清仓
XSOE
WISDOMTREE TR
-$240.3K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$230.3K
1,027
建仓
AMZN
AMAZON COM INC
+$228.6K
1,042
清仓
CMCSA
COMCAST CORP NEW
-$228.1K
0
-100%
减持
VGT
VANGUARD WORLD FD
+$224.2K
772
-4%
清仓
KR
KROGER CO
-$221.7K
0
-100%
清仓
IMCB
ISHARES TR
-$216.8K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$214.6K
2,140
+46%
减持
V
VISA INC
+$212.4K
2,059
-2%
清仓
BBY
BEST BUY INC
-$210.6K
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$205.7K
1,227
清仓
MPC
MARATHON PETE CORP
-$202.8K
0
-100%
增持
ABT
ABBOTT LABS
+$198.4K
4,418
+61%
增持
—
MEDTRONIC PLC
+$177.6K
5,747
+59%
增持
CVS
CVS HEALTH CORP
-$172.4K
6,756
+32%
增持
SCHG
SCHWAB STRATEGIC TR
+$168.2K
15,121
+232%
增持
TXN
TEXAS INSTRS INC
+$163.0K
3,479
+17%
减持
VUG
VANGUARD INDEX FDS
+$143.5K
1,394
-31%
减持
FTEC
FIDELITY COVINGTON TRUST
+$141.9K
2,232
-22%
减持
VO
VANGUARD INDEX FDS
-$125.2K
1,360
-43%
增持
PRU
PRUDENTIAL FINL INC
+$124.5K
5,984
+2%
减持
ILCV
ISHARES TR
+$124.3K
11,397
-10%
减持
XLI
SELECT SECTOR SPDR TR
+$123.2K
3,782
-1%
增持
PEP
PEPSICO INC
+$114.2K
3,090
+57%
减持
IGLB
ISHARES TR
-$88.5K
4,485
-28%
减持
WM
WASTE MGMT INC DEL
+$87.1K
3,405
-11%
减持
IVV
ISHARES TR
+$86.1K
992
-24%
增持
NEE
NEXTERA ENERGY INC
+$81.8K
5,537
+47%
减持
VYM
VANGUARD WHITEHALL FDS
-$81.6K
4,779
-25%
增持
UNP
UNION PAC CORP
+$80.6K
2,221
+8%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$80.2K
3,349
-0%
增持
XLB
SELECT SECTOR SPDR TR
+$61.8K
7,875
+2%
增持
IQLT
ISHARES TR
+$60.3K
10,542
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$59.2K
9,381
+43%
减持
USMV
ISHARES TR
-$52.6K
2,531
-34%
增持
LMT
LOCKHEED MARTIN CORP
+$47.8K
954
+12%
减持
KO
COCA COLA CO
-$40.9K
3,288
-15%
减持
MCD
MCDONALDS CORP
+$38.0K
1,544
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$33.2K
1,733
-33%
增持
AMGN
AMGEN INC
+$32.6K
2,105
+7%
增持
FHLC
FIDELITY COVINGTON TRUST
+$31.2K
5,319
+8%
减持
XLP
SELECT SECTOR SPDR TR
-$30.1K
4,037
-13%
减持
VYMI
VANGUARD WHITEHALL FDS
+$28.8K
6,407
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$25.1K
4,683
-21%
减持
XLE
SELECT SECTOR SPDR TR
-$24.7K
11,099
-0%
减持
SO
SOUTHERN CO
+$20.9K
2,941
-5%
增持
TLT
ISHARES TR
+$11.6K
2,679
+20%
减持
XLV
SELECT SECTOR SPDR TR
-$885
8,065
-1%
