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
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
$526.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 20
增持 77
减持 34
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
VST
VISTRA CORP
+$3.9M
33,242
减持
TSLA
TESLA INC
-$3.7M
22,688
-5%
建仓
PFRL
PGIM ETF TR
+$3.1M
62,573
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
FANG
DIAMONDBACK ENERGY INC
-$3.1M
4,980
-79%
增持
VTI
VANGUARD INDEX FDS
+$2.3M
26,278
+56%
减持
AAPL
APPLE INC
-$2.3M
65,775
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.8M
25,265
-65%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.7M
44,245
+136%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.4M
390,411
+9%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$1.2M
164,824
+10%
增持
AVGO
BROADCOM INC
-$1.2M
22,918
+6%
增持
GOOGL
ALPHABET INC
-$1.1M
43,536
+5%
增持
FBCG
FIDELITY COVINGTON TRUST
-$1.1M
430,327
+9%
增持
NVDA
NVIDIA CORPORATION
-$1.0M
43,280
+2%
清仓
ITA
ISHARES TR
-$933.3K
0
-100%
减持
UAPR
INNOVATOR ETFS TRUST
-$924.0K
104,475
-20%
减持
UTWY
RBB FD INC
-$769.8K
67,533
-23%
增持
DEM
WISDOMTREE TR
+$717.3K
124,585
+11%
增持
—
EXXON MOBIL CORP
+$715.9K
44,414
+5%
增持
PM
PHILIP MORRIS INTL INC
+$712.8K
15,986
+5%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$692.7K
5,368
-70%
减持
DFAW
DIMENSIONAL ETF TRUST
-$667.3K
23,666
-30%
减持
PSDM
PGIM ETF TR
-$650.1K
58,140
-19%
增持
IHDG
WISDOMTREE TR
+$646.4K
180,945
+9%
增持
GD
GENERAL DYNAMICS CORP
+$641.5K
4,815
+89%
增持
PJIO
PGIM ETF TR
+$631.4K
30,659
+58%
增持
MSFT
MICROSOFT CORP
-$612.9K
27,503
+6%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$577.2K
0
-100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$573.3K
144,810
+8%
增持
DFIC
DIMENSIONAL ETF TRUST
+$568.2K
105,934
+15%
增持
SPRY
ARS PHARMACEUTICALS INC
+$557.0K
69,111
+133%
清仓
C
CITIGROUP INC
-$527.9K
0
-100%
建仓
TSN
TYSON FOODS INC
+$522.2K
8,184
清仓
DDOG
DATADOG INC
-$515.5K
0
-100%
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$510.8K
0
-100%
增持
AMZN
AMAZON COM INC
-$504.9K
19,027
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$497.3K
29,970
+5%
减持
APP
APPLOVIN CORP
-$466.8K
2,170
-33%
增持
PFE
PFIZER INC
+$463.6K
60,969
+50%
增持
SBUX
STARBUCKS CORP
+$426.5K
29,202
+9%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$419.9K
0
-100%
减持
MPC
MARATHON PETE CORP
-$414.1K
1,687
-64%
建仓
SE
SEA LTD
+$413.0K
3,165
增持
DTD
WISDOMTREE TR
+$412.7K
25,074
+25%
增持
IWY
ISHARES TR
-$410.0K
25,240
+4%
增持
CASY
CASEYS GEN STORES INC
+$407.7K
7,993
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$407.1K
9,670
+96%
增持
ABBV
ABBVIE INC
+$406.7K
7,676
+14%
增持
SOUN
SOUNDHOUND AI INC
-$393.3K
67,989
+43%
减持
IQDG
WISDOMTREE TR
-$389.8K
18,812
-39%
增持
IYK
ISHARES TR
+$386.2K
39,507
+6%
清仓
MAIN
MAIN STR CAP CORP
-$384.8K
0
-100%
增持
GOOG
ALPHABET INC
-$380.1K
11,222
+0%
减持
ZECP
ZACKS TRUST
-$370.9K
11,809
-50%
增持
IHF
ISHARES TR
+$370.7K
53,721
+5%
增持
FSMD
FIDELITY COVINGTON TRUST
+$361.3K
246,659
+9%
增持
UDEC
INNOVATOR ETFS TRUST
+$361.0K
19,552
+122%
减持
MPT
MEDICAL PPTYS TRUST INC
+$360.8K
179,596
-2%
增持
CSCO
CISCO SYS INC
+$358.9K
87,707
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$355.3K
173,844
+5%
增持
IEF
ISHARES TR
+$343.7K
51,687
+4%
增持
PEP
PEPSICO INC
+$342.0K
7,855
+43%
增持
V
VISA INC
+$341.7K
9,003
+1%
增持
LLY
ELI LILLY & CO
+$319.5K
2,303
+12%
增持
EME
EMCOR GROUP INC
+$318.3K
2,152
+105%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$310.3K
100,294
+5%
清仓
GGB
GERDAU SA
-$304.4K
0
-100%
建仓
GPC
GENUINE PARTS CO
+$303.9K
2,551
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$303.3K
117,645
+9%
减持
DDWM
WISDOMTREE TR
-$302.0K
32,030
-26%
增持
ZDEK
INNOVATOR ETFS TRUST
+$293.7K
28,311
+79%
清仓
SMIZ
ZACKS TRUST
-$292.7K
0
-100%
增持
—
TOTALENERGIES SE
+$281.5K
19,477
+8%
增持
GIS
GENERAL MLS INC
+$277.5K
10,689
+89%
增持
MPLX
MPLX LP
+$274.1K
33,665
+5%
清仓
SQ
BLOCK INC
-$272.6K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$272.3K
2,059
清仓
IEFA
ISHARES TR
-$271.1K
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$269.9K
58,401
+20%
清仓
SOXX
ISHARES TR
-$269.4K
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$263.3K
36,463
+6%
清仓
XHB
SPDR SER TR
-$261.9K
0
-100%
增持
ORCL
ORACLE CORP
+$261.5K
7,367
+60%
增持
ONEQ
FIDELITY COMWLTH TR
-$256.9K
68,290
+6%
增持
MELI
MERCADOLIBRE INC
+$255.1K
747
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$251.2K
6,470
-10%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$250.5K
36,803
+5%
清仓
TXN
TEXAS INSTRS INC
-$249.8K
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$239.3K
16,945
+8%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$238.7K
78,609
+5%
建仓
MTB
M & T BK CORP
+$237.6K
1,329
建仓
T
AT&T INC
+$232.8K
8,233
建仓
WMB
WILLIAMS COS INC
+$230.2K
3,852
清仓
XMTR
XOMETRY INC
-$220.6K
0
-100%
建仓
AIG
AMERICAN INTL GROUP INC
+$219.2K
2,521
增持
DE
DEERE & CO
+$214.9K
1,691
+24%
建仓
JNK
SPDR SER TR
+$214.3K
2,249
增持
FNDF
SCHWAB STRATEGIC TR
+$213.8K
61,197
+2%
建仓
KLAC
KLA CORP
+$213.5K
314
清仓
SPYD
SPDR SER TR
-$211.4K
0
-100%
减持
DUOL
DUOLINGO INC
-$209.6K
1,241
-32%
减持
HD
HOME DEPOT INC
-$209.5K
4,833
-5%
建仓
AMP
AMERIPRISE FINL INC
+$207.1K
428
增持
HSBC
HSBC HLDGS PLC
+$206.1K
12,671
+20%
清仓
SPYG
SPDR SER TR
-$206.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$206.0K
834
-29%
清仓
VXF
VANGUARD INDEX FDS
-$205.8K
0
-100%
减持
NAPR
INNOVATOR ETFS TRUST
-$205.4K
49,065
-3%
清仓
—
PROSPECT CAP CORP
-$204.5K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$203.4K
3,450
建仓
BIL
SPDR SER TR
+$203.4K
2,217
建仓
CMI
CUMMINS INC
+$203.1K
648
建仓
—
LINDE PLC
+$202.7K
435
建仓
TDG
TRANSDIGM GROUP INC
+$202.0K
146
建仓
EOG
EOG RES INC
+$200.7K
1,565
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$198.2K
2,300
+2%
减持
NEE
NEXTERA ENERGY INC
-$197.3K
28,421
-8%
减持
DUK
DUKE ENERGY CORP NEW
+$192.8K
17,685
-3%
增持
COR
CENCORA INC
+$190.6K
2,920
+6%
减持
STZ
CONSTELLATION BRANDS INC
-$185.9K
1,574
-27%
增持
HYG
ISHARES TR
+$185.0K
37,120
+6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$184.4K
4,370
-5%
增持
VALE
VALE S A
+$183.9K
38,637
+70%
增持
—
ARCH CAP GROUP LTD
+$177.6K
8,445
+23%
减持
SPY
SPDR S&P 500 ETF TR
-$177.3K
3,374
-4%
减持
KJAN
INNOVATOR ETFS TRUST
-$176.4K
70,163
-2%
增持
AXP
AMERICAN EXPRESS CO
-$175.2K
14,857
+6%
增持
PYLD
PIMCO ETF TR
+$172.5K
109,485
+5%
增持
DFAR
DIMENSIONAL ETF TRUST
+$172.0K
38,023
+21%
增持
ARCC
ARES CAPITAL CORP
+$169.9K
63,268
+12%
增持
DGRO
ISHARES TR
+$165.1K
66,836
+3%
减持
QQQ
INVESCO QQQ TR
-$161.7K
922
-21%
增持
SCHX
SCHWAB STRATEGIC TR
+$161.6K
61,606
+19%
增持
KHC
KRAFT HEINZ CO
+$161.0K
12,879
+71%
建仓
NU
NU HLDGS LTD
+$160.3K
15,659
减持
ABT
ABBOTT LABS
+$160.2K
11,002
-4%
减持
PAPR
INNOVATOR ETFS TRUST
-$159.8K
63,109
-4%
增持
DFCF
DIMENSIONAL ETF TRUST
+$156.0K
150,411
+1%
增持
—
CHUBB LIMITED
+$147.3K
4,825
+2%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$140.5K
12,142
-0%
减持
DGRW
WISDOMTREE TR
-$140.5K
20,894
-7%
减持
UPS
UNITED PARCEL SERVICE INC
-$139.5K
5,589
-7%
增持
DFAC
DIMENSIONAL ETF TRUST
-$139.4K
230,734
+3%
增持
META
META PLATFORMS INC
+$137.6K
1,940
+16%
增持
NWL
NEWELL BRANDS INC
-$136.6K
47,979
+10%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$135.3K
125,489
+4%
减持
JNJ
JOHNSON & JOHNSON
+$132.8K
10,658
-6%
增持
CRM
SALESFORCE INC
-$132.7K
2,331
+3%
减持
SO
SOUTHERN CO
+$131.7K
17,553
-3%
增持
COST
COSTCO WHSL CORP NEW
+$128.2K
804
+17%
