小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 97 项
建仓 8
增持 68
减持 20
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
FLO
FLOWERS FOODS INC
-$1.4M
446,939
-0%
增持
ILCG
ISHARES TR
+$1.3M
68,347
+3%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
2,070
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
JPM
JPMORGAN CHASE & CO.
+$831.9K
5,000
+99%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$822.4K
7,801
+59%
增持
IMCG
ISHARES TR
+$806.3K
78,555
+2%
建仓
FISV
FISERV INC
+$758.9K
4,402
增持
AAPL
APPLE INC
+$718.8K
10,693
+61%
建仓
COST
COSTCO WHSL CORP NEW
+$703.5K
711
建仓
HSY
HERSHEY CO
+$701.0K
4,224
增持
ISCG
ISHARES TR
+$678.8K
112,232
+3%
建仓
GS
GOLDMAN SACHS GROUP INC
+$660.3K
933
增持
RWK
INVESCO EXCH TRADED FD TR II
+$625.0K
44,691
+5%
增持
DBEF
DBX ETF TR
+$530.0K
161,139
+7%
增持
PEP
PEPSICO INC
+$473.7K
7,191
+127%
增持
HSCZ
ISHARES TR
+$444.9K
101,822
+3%
增持
MSFT
MICROSOFT CORP
+$434.5K
3,183
+4%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$390.4K
111,067
+4%
增持
COPX
GLOBAL X FDS
+$352.2K
41,616
+7%
增持
IMCV
ISHARES TR
+$310.9K
82,303
+3%
减持
AVGO
BROADCOM INC
+$291.1K
5,071
-23%
建仓
AMZN
AMAZON COM INC
+$264.8K
1,207
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$239.3K
58,260
+7%
增持
FBND
FIDELITY MERRIMACK STR TR
+$221.7K
89,901
+5%
增持
WMT
WALMART INC
+$214.8K
19,151
+1%
清仓
PG
PROCTER AND GAMBLE CO
-$208.4K
0
-100%
增持
ISCV
ISHARES TR
+$206.3K
56,034
+3%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$205.9K
49,231
+11%
增持
IAU
ISHARES GOLD TR
+$205.2K
41,870
+3%
建仓
VBR
VANGUARD INDEX FDS
+$203.3K
1,042
减持
ESGU
ISHARES TR
+$169.1K
13,895
-1%
增持
DVYE
ISHARES INC
+$166.0K
46,835
+9%
增持
ADI
ANALOG DEVICES INC
+$159.8K
2,583
+14%
减持
CVS
CVS HEALTH CORP
-$145.4K
3,971
-36%
减持
—
EXXON MOBIL CORP
-$145.0K
5,559
-11%
增持
DGRO
ISHARES TR
+$142.3K
16,741
+11%
减持
QQQ
INVESCO QQQ TR
+$137.8K
2,261
-4%
增持
NOBL
PROSHARES TR
+$132.2K
21,181
+8%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$131.5K
11,630
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$118.6K
28,648
+3%
增持
TXN
TEXAS INSTRS INC
+$113.2K
3,545
+2%
减持
MCD
MCDONALDS CORP
-$109.4K
1,263
-18%
增持
JAAA
JANUS DETROIT STR TR
+$109.0K
43,949
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$103.4K
10,212
+8%
增持
SRE
SEMPRA
+$97.1K
9,647
+9%
增持
ESGD
ISHARES TR
+$96.4K
12,576
+0%
减持
TSN
TYSON FOODS INC
-$96.1K
10,129
-2%
增持
XLE
SELECT SECTOR SPDR TR
-$87.1K
11,301
+1%
增持
XLV
SELECT SECTOR SPDR TR
-$85.9K
8,133
+0%
增持
LIT
GLOBAL X FDS
+$85.0K
38,462
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$84.7K
1,097
+16%
减持
VFH
VANGUARD WORLD FD
+$78.0K
9,995
-0%
增持
QUAL
ISHARES TR
+$75.1K
6,019
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$73.9K
3,750
+5%
减持
FTEC
FIDELITY COVINGTON TRUST
+$67.9K
2,070
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$65.2K
3,813
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$63.5K
15,152
+0%
增持
IVV
ISHARES TR
+$60.5K
996
+0%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$52.0K
3,980
+9%
增持
VYMI
VANGUARD WHITEHALL FDS
+$47.9K
6,550
+1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$47.5K
4,106
+13%
增持
ILCV
ISHARES TR
+$45.8K
12,970
+2%
增持
IQLT
ISHARES TR
+$45.0K
10,723
+2%
减持
IEF
ISHARES TR
-$43.2K
2,503
-16%
增持
CAT
CATERPILLAR INC
+$42.9K
719
+0%
增持
NEE
NEXTERA ENERGY INC
+$41.6K
6,282
+13%
增持
AMGN
AMGEN INC
-$40.9K
2,172
+5%
增持
OKE
ONEOK INC NEW
-$36.2K
6,725
+14%
建仓
MMLP
MARTIN MIDSTREAM PRTNRS L P
+$34.3K
11,641
增持
ABT
ABBOTT LABS
+$33.4K
4,479
+3%
增持
VO
VANGUARD INDEX FDS
+$30.9K
1,373
+1%
增持
EWX
SPDR INDEX SHS FDS
+$29.4K
4,916
+1%
减持
USMV
ISHARES TR
-$23.0K
2,178
-10%
增持
DLX
DELUXE CORP
+$21.5K
26,221
+5%
增持
FHLC
FIDELITY COVINGTON TRUST
-$21.1K
5,377
+1%
增持
XLY
SELECT SECTOR SPDR TR
+$20.9K
1,031
+0%
增持
V
VISA INC
+$18.7K
1,918
+2%
增持
XLB
SELECT SECTOR SPDR TR
+$18.0K
7,951
+0%
减持
TLT
ISHARES TR
-$17.8K
2,417
-5%
增持
UNP
UNION PAC CORP
+$17.4K
2,336
+6%
减持
NUSC
NUSHARES ETF TR
+$16.2K
9,929
-2%
减持
NUMG
NUSHARES ETF TR
+$15.0K
4,542
-5%
减持
XLP
SELECT SECTOR SPDR TR
-$13.3K
3,928
-3%
增持
IGLB
ISHARES TR
+$13.0K
4,784
+6%
增持
PRU
PRUDENTIAL FINL INC
+$12.8K
6,344
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$10.9K
4,069
-13%
减持
KO
COCA COLA CO
-$10.6K
3,075
-3%
减持
VYM
VANGUARD WHITEHALL FDS
+$10.3K
4,700
-2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$8.5K
3,596
+8%
增持
IXJ
ISHARES TR
-$7.2K
11,942
+5%
增持
ALL
ALLSTATE CORP
+$6.9K
2,988
+4%
增持
UPS
UNITED PARCEL SERVICE INC
+$6.2K
4,679
+10%
增持
EOG
EOG RES INC
+$3.2K
4,246
+8%
减持
SPY
SPDR S&P 500 ETF TR
-$2.8K
1,543
-10%
增持
—
MEDTRONIC PLC
-$880
5,961
+3%
增持
SO
SOUTHERN CO
+$429
2,888
+0%
增持
WM
WASTE MGMT INC DEL
+$385
3,299
+1%
