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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
$526.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 5
增持 18
减持 72
清仓 55
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$17.2M
31,085
+3627%
建仓
SPTM
SPDR SERIES TRUST
+$17.1M
228,651
增持
BIL
SPDR SERIES TRUST
+$16.0M
176,687
+7870%
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
FEX
FIRST TR EXCHANGE-TRADED ALP
-$14.8M
18,922
-89%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
-$11.5M
11,736
-90%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$9.4M
98,815
+238%
减持
AAPL
APPLE INC
-$8.3M
30,926
-53%
增持
IAU
ISHARES GOLD TR
+$7.2M
118,041
+3321%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$6.7M
1,721
-95%
清仓
IWY
ISHARES TR
-$5.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$4.8M
60,166
+39%
减持
VTI
VANGUARD INDEX FDS
-$4.8M
8,016
-69%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.5M
13,263
-92%
减持
ONEQ
FIDELITY COMWLTH TR
-$4.4M
2,933
-96%
清仓
DGRO
ISHARES TR
-$4.1M
0
-100%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$3.7M
0
-100%
减持
IEF
ISHARES TR
-$3.7M
13,121
-75%
清仓
RWL
INVESCO EXCH TRADED FD TR II
-$3.6M
0
-100%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$3.4M
27,496
-73%
清仓
PFRL
PGIM ETF TR
-$3.1M
0
-100%
清仓
UAPR
INNOVATOR ETFS TRUST
-$3.1M
0
-100%
清仓
UTWY
RBB FD INC
-$3.0M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.0M
1,256
-81%
清仓
APOC
INNOVATOR ETFS TRUST
-$3.0M
0
-100%
清仓
IHF
ISHARES TR
-$2.8M
0
-100%
清仓
IYK
ISHARES TR
-$2.8M
0
-100%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$2.6M
51,027
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$2.5M
25,578
-67%
减持
FBCG
FIDELITY COVINGTON TRUST
+$2.4M
406,951
-5%
减持
HYG
ISHARES TR
-$2.4M
7,036
-81%
增持
META
META PLATFORMS INC
+$2.4M
4,699
+142%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$2.3M
0
-100%
减持
IJAN
INNOVATOR ETFS TRUST
-$2.2M
15,103
-83%
增持
BLK
BLACKROCK INC
+$2.2M
2,433
+504%
建仓
TRV
TRAVELERS COMPANIES INC
+$2.2M
8,093
清仓
AIRR
FIRST TR EXCHANGE TRADED FD
-$2.2M
0
-100%
减持
PSDM
PGIM ETF TR
-$2.1M
16,537
-72%
减持
PYLD
PIMCO ETF TR
-$2.1M
31,031
-72%
减持
EAPR
INNOVATOR ETFS TRUST
-$2.0M
18,410
-81%
减持
VWOB
VANGUARD WHITEHALL FDS
-$2.0M
12,647
-71%
减持
KJAN
INNOVATOR ETFS TRUST
-$2.0M
13,291
-81%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$2.0M
45,250
-64%
清仓
VHT
VANGUARD WORLD FD
-$1.9M
0
-100%
减持
NAPR
INNOVATOR ETFS TRUST
-$1.8M
10,092
-79%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.8M
2,435
-85%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.8M
7,531
-78%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.7M
13,346
-74%
减持
FNDF
SCHWAB STRATEGIC TR
-$1.7M
13,710
-78%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$1.6M
1,387
-89%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.6M
2,877
-76%
减持
DTD
WISDOMTREE TR
-$1.6M
4,305
-83%
减持
PAPR
INNOVATOR ETFS TRUST
-$1.5M
19,842
-69%
减持
PMAY
INNOVATOR ETFS TRUST
-$1.5M
18,009
-70%
增持
DEM
WISDOMTREE TR
+$1.5M
148,010
+19%
减持
PFXF
VANECK ETF TRUST
-$1.4M
27,282
-76%
减持
DGRW
WISDOMTREE TR
-$1.3M
4,061
-81%
增持
MU
MICRON TECHNOLOGY INC
+$1.3M
32,070
+5%
减持
DECW
AIM ETF PRODUCTS TRUST
-$1.3M
10,740
-80%
减持
JSMD
JANUS DETROIT STR TR
-$1.2M
6,810
-72%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
245,412
+6%
清仓
DHS
WISDOMTREE TR
-$1.1M
0
-100%
减持
VB
VANGUARD INDEX FDS
-$1.1M
2,279
-70%
减持
VST
VISTRA CORP
+$1.1M
25,917
-22%
减持
PJIO
PGIM ETF TR
-$1.1M
8,823
-71%
减持
MSFT
MICROSOFT CORP
+$1.1M
22,946
-17%
清仓
BDX
BECTON DICKINSON & CO
-$1.1M
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.1M
18,431
+9%
减持
NEE
NEXTERA ENERGY INC
-$1.1M
13,830
-51%
清仓
—
MEDTRONIC PLC
-$1.0M
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$1.0M
0
-100%
减持
AVGO
BROADCOM INC
+$1.0M
17,604
-23%
减持
—
CHUBB LIMITED
-$980.3K
1,645
-66%
增持
GOOGL
ALPHABET INC
+$964.1K
43,673
+0%
增持
BAC
BANK AMERICA CORP
+$911.7K
108,308
+7%
减持
SCHX
SCHWAB STRATEGIC TR
-$903.3K
18,699
-70%
减持
ABT
ABBOTT LABS
-$872.5K
4,316
-61%
减持
FEBP
PGIM ROCK ETF TR
-$872.0K
7,336
-81%
减持
GOOG
ALPHABET INC
-$858.8K
5,042
-55%
减持
LOW
LOWES COS INC
-$831.7K
1,657
-68%
清仓
TLT
ISHARES TR
-$823.4K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$818.7K
521
-74%
减持
DDWM
WISDOMTREE TR
-$811.7K
9,246
-71%
减持
JNJ
JOHNSON & JOHNSON
-$810.1K
6,268
-41%
清仓
IGLB
ISHARES TR
-$800.4K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$795.5K
4,654
-48%
清仓
XLK
SELECT SECTOR SPDR TR
-$788.0K
0
-100%
减持
PEP
PEPSICO INC
-$783.9K
2,984
-62%
清仓
VCR
VANGUARD WORLD FD
-$783.4K
0
-100%
清仓
FAPR
FIRST TR EXCHNG TRADED FD VI
-$780.9K
0
-100%
清仓
BRO
BROWN & BROWN INC
-$772.7K
0
-100%
减持
MCD
MCDONALDS CORP
-$758.6K
3,208
-41%
清仓
CINF
CINCINNATI FINL CORP
-$720.0K
0
-100%
增持
HON
HONEYWELL INTL INC
+$717.4K
17,926
+10%
减持
AXP
AMERICAN EXPRESS CO
+$696.3K
14,714
-1%
减持
ED
CONSOLIDATED EDISON INC
-$683.8K
2,765
-68%
清仓
IQDG
WISDOMTREE TR
-$671.2K
0
-100%
减持
IJJ
ISHARES TR
-$652.3K
3,812
-59%
减持
AMZN
AMAZON COM INC
-$646.7K
13,553
-29%
减持
FDVV
FIDELITY COVINGTON TRUST
-$641.6K
359,916
-8%
清仓
GIS
GENERAL MLS INC
-$639.1K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$630.0K
11,927
-53%
减持
LQD
ISHARES TR
-$627.8K
3,040
-66%
减持
CVX
CHEVRON CORP NEW
-$625.3K
6,815
-29%
增持
IHDG
WISDOMTREE TR
+$617.8K
188,030
+4%
清仓
SJM
SMUCKER J M CO
-$616.6K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$614.8K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$603.1K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$595.4K
0
-100%
清仓
CLX
CLOROX CO DEL
-$585.9K
0
-100%
清仓
DON
WISDOMTREE TR
-$571.5K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$571.0K
1,639
-67%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$555.0K
0
-100%
减持
AFL
AFLAC INC
-$552.0K
2,031
-71%
清仓
BP
BP PLC
-$549.8K
0
-100%
建仓
ZJUN
INNOVATOR ETFS TRUST
+$542.1K
20,792
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$537.7K
1,628
-60%
清仓
AMLP
ALPS ETF TR
-$532.1K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$526.9K
0
-100%
清仓
TSN
TYSON FOODS INC
-$522.2K
0
-100%
清仓
DGS
WISDOMTREE TR
-$521.7K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$519.3K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$509.3K
5,452
+25%
清仓
UJUN
INNOVATOR ETFS TRUST
-$508.7K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$505.6K
466
-68%
清仓
DES
WISDOMTREE TR
-$497.4K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$494.2K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$493.7K
0
-100%
减持
CTAS
CINTAS CORP
-$486.8K
1,209
-67%
清仓
ELV
ELEVANCE HEALTH INC
-$482.6K
0
-100%
减持
PFEB
INNOVATOR ETFS TRUST
-$479.1K
6,894
-67%
清仓
HRL
HORMEL FOODS CORP
-$477.5K
0
-100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$474.6K
153,217
+6%
清仓
BTI
BRITISH AMERN TOB PLC
-$471.8K
0
-100%
减持
ATO
ATMOS ENERGY CORP
-$469.5K
1,331
-70%
建仓
COF
CAPITAL ONE FINL CORP
+$466.2K
2,191
减持
GD
GENERAL DYNAMICS CORP
-$454.9K
2,940
-39%
清仓
CPAY
CORPAY INC
-$452.6K
0
-100%
减持
QCOM
QUALCOMM INC
-$451.7K
3,099
-50%
减持
—
AMCOR PLC
-$450.7K
16,129
-74%
减持
ENB
ENBRIDGE INC
-$447.2K
5,317
-66%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$446.6K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$439.3K
1,628
-61%
增持
DFIC
DIMENSIONAL ETF TRUST
+$438.3K
108,720
+3%
清仓
ALL
ALLSTATE CORP
-$424.9K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$424.1K
0
-100%
清仓
HAS
HASBRO INC
-$422.2K
0
-100%
清仓
O
REALTY INCOME CORP
-$422.2K
0
-100%
清仓
IWF
ISHARES TR
-$418.9K
0
-100%
清仓
DXJ
WISDOMTREE TR
-$418.2K
0
-100%
清仓
AOS
SMITH A O CORP
-$409.3K
0
-100%
