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AssuredPartners Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
AssuredPartners Investment Advisors, LLC
报告期 2026-03-31 · CIK 0002055492
持仓数
402
前50大市值合计
$526.3M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
BIL
SPDR SERIES TRUST
STATE STREET SPD
$34.0M
372,188
6.5%
VV
VANGUARD INDEX FDS
LARGE CAP ETF
$22.1M
73,021
4.2%
FDVV
FIDELITY COVINGTON TRUST
HIGH DIVID ETF
$22.1M
395,352
4.2%
FBCG
FIDELITY COVINGTON TRUST
BLUE CHIP GRWTH
$21.4M
416,693
4.1%
AAPL
APPLE INC
COM
$21.2M
81,715
4.0%
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS
$21.1M
34,896
4.0%
SPTM
SPDR SERIES TRUST
STATE STREET SPD
$19.8M
247,434
3.8%
GOOGL
ALPHABET INC
CAP STK CL A
$19.7M
65,610
3.7%
XMMO
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
$17.6M
119,630
3.4%
NVDA
NVIDIA CORPORATION
COM
$17.1M
96,132
3.2%
MSFT
MICROSOFT CORP
COM
$16.4M
43,919
3.1%
IXUS
ISHARES TR
CORE MSCI TOTAL
$15.5M
177,317
3.0%
SMLF
ISHARES TR
US SML CAP EQT
$12.5M
163,184
2.4%
JPM
JPMORGAN CHASE & CO
COM
$11.9M
40,420
2.3%
LHX
L3HARRIS TECHNOLOGIES INC
COM
$11.4M
31,907
2.2%
FSMD
FIDELITY COVINGTON TRUST
SML MID MLTFCT
$11.3M
247,373
2.1%
MU
MICRON TECHNOLOGY INC
COM
$10.2M
27,054
1.9%
—
EXXON MOBIL CORP
COM
$10.1M
61,693
1.9%
IHDG
WISDOMTREE TR
ITL HDG QTLY DIV
$10.0M
203,535
1.9%
DFAC
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
$9.9M
251,219
1.9%
AMZN
AMAZON COM INC
COM
$8.8M
41,463
1.7%
DEM
WISDOMTREE TR
EMER MKT HIGH FD
$8.4M
170,304
1.6%
CSCO
CISCO SYS INC
COM
$8.4M
104,159
1.6%
DFSD
DIMENSIONAL ETF TRUST
SHORT DURATION F
$8.3M
174,153
1.6%
AVGO
BROADCOM INC
COM
$7.6M
24,181
1.4%
VYM
VANGUARD WHITEHALL FDS
HIGH DIV YLD
$7.6M
50,800
1.4%
JAAA
JANUS DETROIT STR TR
HENDRSON AAA CL
$7.5M
148,547
1.4%
DFCF
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
$7.3M
172,534
1.4%
BAC
BANK AMERICA CORP
COM
$7.2M
143,567
1.4%
TSLA
TESLA INC
COM
$7.2M
20,311
1.4%
JPIB
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
$6.9M
144,486
1.3%
VYMI
VANGUARD WHITEHALL FDS
INTL HIGH ETF
$6.8M
71,747
1.3%
VTI
VANGUARD INDEX FDS
TOTAL STK MKT
$6.6M
20,184
1.2%
LLY
ELI LILLY & CO
COM
$6.5M
6,962
1.2%
META
META PLATFORMS INC
CL A
$6.4M
11,167
1.2%
FENY
FIDELITY COVINGTON TRUST
MSCI ENERGY IDX
$6.1M
182,693
1.2%
CASY
CASEYS GEN STORES INC
COM
$6.0M
8,013
1.1%
PWB
INVESCO EXCHANGE TRADED FD T
LARGE CAP GROWTH
$5.9M
45,520
1.1%
GLW
CORNING INC
COM
$5.5M
37,654
1.0%
LRCX
LAM RESEARCH CORP
COM NEW
$5.5M
24,980
1.0%
V
VISA INC
COM CL A
$5.4M
17,770
1.0%
GMAR
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
$5.4M
128,059
1.0%
FLQM
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
$5.3M
95,984
1.0%
ILCV
ISHARES TR
MORNINGSTAR VALU
$5.3M
56,112
1.0%
ABBV
ABBVIE INC
COM
$5.1M
24,452
1.0%
AXP
AMERICAN EXPRESS CO
COM
$4.9M
16,089
0.9%
VST
VISTRA CORP
COM
$4.9M
32,248
0.9%
SCHI
SCHWAB STRATEGIC TR
5 10YR CORP BD
$4.8M
212,979
0.9%
CSX
CSX CORP
COM
$4.8M
115,599
0.9%
DUSB
DIMENSIONAL ETF TRUST
ULTRASHORT FIXED
$4.7M
91,892
0.9%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
27%
前 6 大占比
BIL
6.5%
VV
4.2%
FDVV
4.2%
FBCG
4.1%
AAPL
4.0%
VOO
4.0%
其他
73.0%
