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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 91 项建仓 2增持 53减持 34清仓 2

方向

标的

Δ市值

现股数(环比)

建仓

QQQM INVESCO EXCH TRADED FD TR II

+$949.2K

4,918

增持

FLO FLOWERS FOODS INC

-$739.3K

448,277 +0%

增持

ILCG ISHARES TR

-$473.4K

66,304 +2%

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

QQQ INVESCO QQQ TR

-$467.4K

2,366 -23%

建仓

UPS UNITED PARCEL SERVICE INC

+$466.1K

4,238

增持

IAU ISHARES GOLD TR

+$403.0K

40,764 +2%

增持

ISCG ISHARES TR

-$387.5K

108,898 +2%

增持

AVGO BROADCOM INC

-$386.9K

6,610 +3%

增持

DBEF DBX ETF TR

+$290.2K

150,573 +0%

增持

IMCG ISHARES TR

-$266.5K

76,945 +1%

清仓

AMZN AMAZON COM INC

-$228.6K

0 -100%

清仓

VBR VANGUARD INDEX FDS

-$205.3K

0 -100%

增持

ISCV ISHARES TR

-$194.6K

54,531 +1%

增持

JPSE J P MORGAN EXCHANGE TRADED F

-$179.9K

106,947 +3%

减持

ESGU ISHARES TR

-$160.6K

14,034 -3%

减持

MSFT MICROSOFT CORP

-$151.0K

3,060 -1%

增持

RWK INVESCO EXCH TRADED FD TR II

-$147.9K

42,630 +4%

增持

FBND FIDELITY MERRIMACK STR TR

+$146.5K

85,241 +2%

增持

DLX DELUXE CORP

-$137.6K

25,024 +6%

增持

AAPL APPLE INC

-$116.8K

6,640 +4%

减持

CVS CVS HEALTH CORP

+$116.1K

6,189 -8%

增持

ILCV ISHARES TR

+$112.9K

12,717 +12%

增持

COPX GLOBAL X FDS

+$107.0K

38,918 +5%

增持

IMCV ISHARES TR

+$105.9K

80,098 +2%

增持

SRE SEMPRA

-$102.2K

8,883 +6%

增持

IXJ ISHARES TR

+$101.8K

11,352 +5%

减持

AMGN AMGEN INC

+$98.6K

2,078 -1%

增持

XLE SELECT SECTOR SPDR TR

+$94.8K

11,188 +1%

增持

FIW FIRST TR EXCHANGE-TRADED FD

+$93.1K

11,163 +10%

增持

DVYE ISHARES INC

+$78.6K

43,087 +1%

增持

EELV INVESCO EXCH TRADED FD TR II

+$77.5K

44,478 +4%

增持

SDVY FIRST TR EXCHANGE-TRADED FD

+$77.4K

54,211 +12%

减持

ABT ABBOTT LABS

+$76.2K

4,341 -2%

减持

AWK AMERICAN WTR WKS CO INC NEW

+$73.9K

3,333 -1%

增持

XLV SELECT SECTOR SPDR TR

+$72.6K

8,097 +0%

减持

FTEC FIDELITY COVINGTON TRUST

-$72.3K

2,110 -5%

增持

NOBL PROSHARES TR

+$67.7K

19,580 +1%

减持

WM WASTE MGMT INC DEL

+$67.2K

3,259 -4%

减持

VGT VANGUARD WORLD FD

-$65.1K

765 -1%

增持

— MEDTRONIC PLC

+$61.4K

5,792 +1%

减持

SPY SPDR S&P 500 ETF TR

-$59.9K

1,709 -1%

减持

— EXXON MOBIL CORP

+$56.4K

6,259 -2%

增持

VUG VANGUARD INDEX FDS

-$54.6K

1,395 +0%

增持

BAH BOOZ ALLEN HAMILTON HLDG COR

-$50.9K

3,634 +9%

增持

JAAA JANUS DETROIT STR TR

+$50.3K

41,835 +2%

增持

HSCZ ISHARES TR

+$48.5K

98,597 +1%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$45.5K

9,445 +1%

增持

WMT WALMART INC

-$44.6K

18,883 +0%

减持

NUSC NUSHARES ETF TR

-$42.5K

10,128 -2%

增持

PNC PNC FINL SVCS GROUP INC

-$42.4K

3,557 +3%

增持

SCHG SCHWAB STRATEGIC TR

-$42.4K

15,137 +0%

增持

VYMI VANGUARD WHITEHALL FDS

+$42.0K

6,471 +1%

减持

XLF SELECT SECTOR SPDR TR

+$40.8K

27,739 -0%

增持

QUAL ISHARES TR

-$40.7K

6,000 +0%

增持

PRU PRUDENTIAL FINL INC

-$40.4K

5,989 +0%

减持

LMT LOCKHEED MARTIN CORP

-$40.4K

947 -1%

减持

JPM JPMORGAN CHASE & CO.

-$37.0K

2,518 -8%

减持

TSN TYSON FOODS INC

+$36.2K

10,385 -5%

减持

MCD MCDONALDS CORP

+$31.0K

1,532 -1%

减持

TXN TEXAS INSTRS INC

-$29.5K

3,466 -0%

增持

XLY SELECT SECTOR SPDR TR

-$27.1K

1,029 +0%

增持

IVV ISHARES TR

-$26.5K

993 +0%

减持

NUMG NUSHARES ETF TR

-$24.0K

4,778 -1%

减持

KO COCA COLA CO

+$23.3K

3,185 -3%

增持

LIT GLOBAL X FDS

-$23.1K

35,874 +3%

减持

SO SOUTHERN CO

+$22.7K

2,879 -2%

增持

CAT CATERPILLAR INC

-$22.6K

716 +0%

减持

EOG EOG RES INC

+$18.5K

3,935 -1%

增持

VFH VANGUARD WORLD FD

+$17.7K

9,997 +0%

增持

XLB SELECT SECTOR SPDR TR

+$17.7K

7,912 +0%

增持

FHLC FIDELITY COVINGTON TRUST

+$17.4K

5,342 +0%

增持

XLP SELECT SECTOR SPDR TR

+$14.0K

4,058 +1%

减持

UNP UNION PAC CORP

+$13.5K

2,201 -1%

减持

V VISA INC

+$11.5K

1,889 -8%

减持

HIG HARTFORD INSURANCE GROUP INC

+$11.2K

3,661 -9%

减持

VYM VANGUARD WHITEHALL FDS

+$6.4K

4,778 -0%

增持

PEP PEPSICO INC

+$6.0K

3,174 +3%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$5.9K

4,688 +0%

增持

VO VANGUARD INDEX FDS

-$5.9K

1,366 +0%

增持

IGLB ISHARES TR

+$5.7K

4,524 +1%

减持

ALL ALLSTATE CORP

+$5.0K

2,871 -6%

减持

DGRO ISHARES TR

+$4.6K

15,024 -0%

增持

OKE ONEOK INC NEW

+$4.4K

5,898 +2%

减持

TLT ISHARES TR

-$2.9K

2,539 -5%

减持

USMV ISHARES TR

+$2.8K

2,429 -4%

减持

PG PROCTER AND GAMBLE CO

+$2.8K

1,223 -0%

增持

NEE NEXTERA ENERGY INC

-$2.4K

5,566 +1%

减持

ESGD ISHARES TR

-$2.4K

12,555 -7%

增持

XLI SELECT SECTOR SPDR TR

-$1.1K

3,794 +0%

减持

IEF ISHARES TR

-$445

2,967 -3%

增持

ADI ANALOG DEVICES INC

+$365

2,256 +5%