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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 101 项
建仓 4
增持 39
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
INTF
ISHARES TR
+$2.4M
64,028
减持
DBEF
DBX ETF TR
-$1.9M
111,297
-29%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.7M
55,718
+726%
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
ILCG
ISHARES TR
-$1.5M
53,924
-20%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$1.3M
35,853
减持
FLO
FLOWERS FOODS INC
-$1.0M
443,439
-1%
减持
COPX
GLOBAL X FDS
+$446.9K
41,267
-2%
建仓
CLX
CLOROX CO DEL
+$409.2K
4,058
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$365.0K
6,339
-20%
增持
—
ACCENTURE PLC IRELAND
+$355.0K
2,083
+152%
减持
FISV
FISERV INC
-$298.9K
4,000
-9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$287.4K
101,835
+7%
减持
LIT
GLOBAL X FDS
+$260.7K
38,460
-2%
清仓
IGLB
ISHARES TR
-$237.3K
0
-100%
清仓
IEF
ISHARES TR
-$229.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$224.9K
974
-27%
清仓
MPC
MARATHON PETE CORP
-$221.8K
0
-100%
减持
ESGU
ISHARES TR
-$220.1K
11,749
-13%
增持
IMCV
ISHARES TR
+$217.5K
83,657
+1%
清仓
USMV
ISHARES TR
-$208.0K
0
-100%
建仓
ESML
ISHARES TR
+$205.6K
4,471
清仓
TLT
ISHARES TR
-$203.7K
0
-100%
增持
IMCG
ISHARES TR
-$197.5K
79,020
+0%
减持
VGT
VANGUARD WORLD FD
-$191.7K
457
-36%
减持
IAU
ISHARES GOLD TR
+$183.1K
39,784
-6%
增持
KMB
KIMBERLY-CLARK CORP
+$168.2K
3,698
+124%
增持
ISCG
ISHARES TR
+$157.2K
113,619
+0%
增持
HSCZ
ISHARES TR
+$149.6K
102,688
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$138.0K
4,272
-11%
增持
RWK
INVESCO EXCH TRADED FD TR II
+$126.9K
45,595
+1%
增持
IXJ
ISHARES TR
+$126.4K
12,639
+1%
减持
MSFT
MICROSOFT CORP
-$126.3K
2,700
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$116.7K
11,160
+4%
增持
DLX
DELUXE CORP
+$111.2K
30,716
+3%
减持
WMT
WALMART INC
+$110.7K
18,202
-2%
减持
FTEC
FIDELITY COVINGTON TRUST
-$109.1K
1,437
-26%
减持
AVGO
BROADCOM INC
-$103.5K
3,508
-12%
减持
IVV
ISHARES TR
-$100.5K
829
-17%
增持
DVYE
ISHARES INC
+$98.5K
49,278
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$96.7K
5,670
+2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$91.4K
61,863
+3%
减持
XLV
SELECT SECTOR SPDR TR
+$87.3K
7,758
-3%
减持
ISCV
ISHARES TR
+$86.1K
55,982
-0%
减持
AMGN
AMGEN INC
+$83.7K
2,133
-2%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$65.9K
113,028
+1%
增持
NOBL
PROSHARES TR
+$64.1K
22,239
+2%
增持
PRU
PRUDENTIAL FINL INC
+$60.2K
6,438
+0%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$53.8K
11,656
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$52.2K
3,434
-4%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$52.0K
55,193
+0%
减持
AAPL
APPLE INC
-$49.0K
9,965
-8%
增持
JAAA
JANUS DETROIT STR TR
+$48.7K
47,082
+2%
减持
VYMI
VANGUARD WHITEHALL FDS
-$48.2K
5,233
-15%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$46.3K
4,480
+6%
增持
PEP
PEPSICO INC
+$42.9K
7,812
+2%
减持
VUG
VANGUARD INDEX FDS
-$42.5K
1,225
-8%
减持
TXN
TEXAS INSTRS INC
-$39.6K
3,415
-1%
减持
ILCV
ISHARES TR
+$39.6K
12,263
-1%
减持
EOG
EOG RES INC
-$39.0K
4,445
-1%
减持
SRE
SEMPRA
-$34.5K
9,518
-2%
增持
ABT
ABBOTT LABS
-$33.4K
4,642
+1%
减持
ADI
ANALOG DEVICES INC
+$32.5K
2,411
-5%
增持
NEE
NEXTERA ENERGY INC
+$31.0K
6,403
+0%
减持
SO
SOUTHERN CO
-$30.2K
2,802
-3%
增持
—
LYONDELLBASELL INDUSTRIES N
-$28.6K
9,143
+6%
减持
TSN
TYSON FOODS INC
+$28.4K
10,650
-3%
减持
FHLC
FIDELITY COVINGTON TRUST
+$28.3K
5,239
-3%
减持
VFH
VANGUARD WORLD FD
-$28.2K
9,504
-4%
减持
ALL
ALLSTATE CORP
-$26.6K
2,940
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$24.7K
21,822
+95%
减持
XLF
SELECT SECTOR SPDR TR
+$23.4K
28,837
-0%
减持
NUSC
NUSHARES ETF TR
-$21.5K
8,625
-6%
增持
OKE
ONEOK INC NEW
+$21.5K
7,569
+3%
增持
XLY
SELECT SECTOR SPDR TR
-$20.4K
1,733
+83%
减持
AMZN
AMAZON COM INC
-$20.4K
1,060
-12%
减持
VO
VANGUARD INDEX FDS
-$20.0K
1,286
-4%
减持
ESGD
ISHARES TR
+$19.4K
12,353
-1%
减持
DGRO
ISHARES TR
+$17.6K
16,491
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$15.6K
3,716
-4%
减持
—
EXXON MOBIL CORP
+$15.2K
5,417
-4%
减持
HIG
HARTFORD INSURANCE GROUP INC
+$14.8K
3,902
-0%
增持
—
MEDTRONIC PLC
+$14.4K
5,952
+2%
减持
QUAL
ISHARES TR
-$14.2K
5,641
-3%
增持
WM
WASTE MGMT INC DEL
+$13.6K
3,359
+2%
减持
QQQ
INVESCO QQQ TR
-$12.1K
2,121
-3%
增持
KO
COCA COLA CO
+$12.0K
3,095
+0%
减持
CAT
CATERPILLAR INC
+$11.4K
575
-14%
增持
SCHG
SCHWAB STRATEGIC TR
+$10.7K
14,403
+0%
减持
XLI
SELECT SECTOR SPDR TR
-$10.1K
3,570
-2%
增持
NUMV
NUSHARES ETF TR
+$10.0K
6,271
+3%
减持
IQLT
ISHARES TR
+$8.9K
10,369
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$7.8K
1,161
+2%
减持
NUMG
NUSHARES ETF TR
-$5.5K
4,538
-1%
增持
MMLP
MARTIN MIDSTREAM PRTNRS L P
-$5.2K
11,680
+0%
减持
V
VISA INC
+$4.0K
1,866
-2%
减持
PNC
PNC FINL SVCS GROUP INC
-$3.7K
3,498
-4%
增持
MCD
MCDONALDS CORP
+$3.6K
1,272
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$3.2K
4,308
-1%
增持
UNP
UNION PAC CORP
+$2.1K
2,430
+3%
增持
EWX
SPDR INDEX SHS FDS
-$1.8K
5,011
+2%
增持
XLB
SELECT SECTOR SPDR TR
+$709
15,519
+98%
