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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 48
增持 59
减持 22
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
BIL
SPDR SERIES TRUST
-$16.2M
0
-100%
增持
GOOGL
ALPHABET INC
+$3.1M
44,532
+2%
增持
FBCG
FIDELITY COVINGTON TRUST
+$2.9M
420,506
+3%
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
SBUX
STARBUCKS CORP
-$2.2M
5,843
-80%
建仓
NEM
NEWMONT CORP
+$2.2M
26,223
减持
TSLA
TESLA INC
+$2.2M
17,717
-1%
增持
SPTM
SPDR SERIES TRUST
+$2.2M
239,102
+5%
增持
DIS
DISNEY WALT CO
+$2.2M
23,154
+475%
增持
FDVV
FIDELITY COVINGTON TRUST
+$2.1M
374,352
+4%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
31,948
+3%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.8M
107,077
+8%
减持
NVDA
NVIDIA CORPORATION
+$1.6M
59,660
-1%
增持
AAPL
APPLE INC
+$1.6M
31,178
+1%
增持
IAU
ISHARES GOLD TR
+$1.5M
121,609
+3%
增持
DUSB
DIMENSIONAL ETF TRUST
+$1.4M
79,501
+56%
减持
MU
MICRON TECHNOLOGY INC
+$1.4M
31,766
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.2M
19,104
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
4,567
+49%
建仓
IWY
ISHARES TR
+$1.1M
4,143
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.0M
255,182
+4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.0M
5,654
+229%
增持
FSMD
FIDELITY COVINGTON TRUST
+$982.0K
236,989
+4%
减持
AVGO
BROADCOM INC
+$938.9K
17,554
-0%
增持
ONEQ
FIDELITY COMWLTH TR
+$823.9K
11,879
+305%
清仓
CRM
SALESFORCE INC
-$792.4K
0
-100%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$791.1K
20,807
建仓
DGRO
ISHARES TR
+$714.2K
10,490
增持
JPM
JPMORGAN CHASE & CO.
+$706.8K
26,047
+1%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$655.2K
11,619
-53%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$650.7K
5,881
增持
DFGX
DIMENSIONAL ETF TRUST
+$650.7K
21,939
+120%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$645.8K
11,227
建仓
BUFP
PGIM ROCK ETF TR
+$631.9K
21,515
增持
BAC
BANK AMERICA CORP
+$628.0K
111,517
+3%
增持
MSFT
MICROSOFT CORP
+$623.8K
23,240
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$598.2K
64,955
+16%
减持
APP
APPLOVIN CORP
+$570.9K
2,070
-21%
增持
DFSD
DIMENSIONAL ETF TRUST
+$564.4K
164,357
+7%
建仓
VTIP
VANGUARD MALVERN FDS
+$555.8K
10,978
增持
IHDG
WISDOMTREE TR
+$541.1K
195,569
+4%
增持
CASY
CASEYS GEN STORES INC
+$540.1K
7,762
+3%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$537.0K
5,554
增持
—
EXXON MOBIL CORP
+$536.1K
49,321
+6%
增持
DFCF
DIMENSIONAL ETF TRUST
+$535.9K
162,512
+7%
增持
JNJ
JOHNSON & JOHNSON
+$535.1K
8,049
+28%
增持
HYG
ISHARES TR
+$534.4K
13,571
+93%
清仓
IJAN
INNOVATOR ETFS TRUST
-$516.6K
0
-100%
清仓
NAPR
INNOVATOR ETFS TRUST
-$514.8K
0
-100%
清仓
KJAN
INNOVATOR ETFS TRUST
-$498.1K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$477.8K
2,553
建仓
SMR
NUSCALE PWR CORP
+$451.0K
12,528
建仓
XLI
SELECT SECTOR SPDR TR
+$432.5K
2,804
建仓
IYK
ISHARES TR
+$428.4K
6,264
增持
DFIC
DIMENSIONAL ETF TRUST
+$426.2K
116,083
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$417.6K
9,558
-2%
增持
SPRY
ARS PHARMACEUTICALS INC
-$413.4K
57,785
+1%
增持
SOUN
SOUNDHOUND AI INC
+$409.6K
68,782
+6%
建仓
CINF
CINCINNATI FINL CORP
+$405.9K
2,568
建仓
COWG
PACER FDS TR
+$400.0K
11,019
增持
GD
GENERAL DYNAMICS CORP
+$397.8K
3,682
+25%
增持
BLK
BLACKROCK INC
+$386.4K
2,521
+4%
增持
ABBV
ABBVIE INC
+$384.1K
7,450
+3%
增持
ORCL
ORACLE CORP
+$378.8K
5,311
+4%
清仓
ZECP
ZACKS TRUST
-$376.6K
0
-100%
清仓
DDWM
WISDOMTREE TR
-$366.7K
0
-100%
增持
LOW
LOWES COS INC
+$366.1K
2,919
+76%
建仓
SJM
SMUCKER J M CO
+$355.8K
3,276
建仓
BRO
BROWN & BROWN INC
+$352.8K
3,761
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$349.7K
5,674
+4%
减持
FOUR
SHIFT4 PMTS INC
-$349.0K
6,564
-24%
增持
MCD
MCDONALDS CORP
+$347.8K
4,229
+32%
增持
AXP
AMERICAN EXPRESS CO
+$346.8K
15,175
+3%
减持
VTI
VANGUARD INDEX FDS
-$346.0K
6,370
-21%
增持
ED
CONSOLIDATED EDISON INC
+$345.0K
6,193
+124%
减持
PM
PHILIP MORRIS INTL INC
-$343.3K
12,172
-4%
清仓
DTD
WISDOMTREE TR
-$342.3K
0
-100%
清仓
DGRW
WISDOMTREE TR
-$340.1K
0
-100%
清仓
DECW
AIM ETF PRODUCTS TRUST
-$339.3K
0
-100%
减持
PMAY
INNOVATOR ETFS TRUST
-$338.3K
8,800
-51%
建仓
UAUG
INNOVATOR ETFS TRUST
+$338.2K
8,603
建仓
CLX
CLOROX CO DEL
+$336.2K
2,727
建仓
SGVT
SCHWAB STRATEGIC TR
+$333.7K
3,316
减持
PAPR
INNOVATOR ETFS TRUST
-$330.6K
10,669
-46%
清仓
VYM
VANGUARD WHITEHALL FDS
-$324.6K
0
-100%
清仓
ZFEB
INNOVATOR ETFS TRUST
-$322.3K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$321.7K
6,920
+49%
建仓
PBFR
PGIM ROCK ETF TR
+$317.7K
11,109
清仓
—
MONDAY COM LTD
-$300.6K
0
-100%
建仓
PAUG
INNOVATOR ETFS TRUST
+$297.5K
7,005
增持
DEM
WISDOMTREE TR
+$294.9K
152,169
+3%
减持
GOOG
ALPHABET INC
+$293.9K
4,879
-3%
建仓
WEC
WEC ENERGY GROUP INC
+$293.5K
2,561
建仓
PSA
PUBLIC STORAGE OPER CO
+$288.1K
997
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$284.5K
4,892
-50%
建仓
XMTR
XOMETRY INC
+$281.6K
5,170
增持
SE
SEA LTD
+$276.1K
6,079
+20%
增持
EME
EMCOR GROUP INC
+$275.8K
2,240
+2%
增持
NEE
NEXTERA ENERGY INC
+$274.0K
16,347
+18%
建仓
TLT
ISHARES TR
+$263.6K
2,950
建仓
WM
WASTE MGMT INC DEL
+$263.4K
1,193
建仓
GIS
GENERAL MLS INC
+$262.9K
5,214
增持
ORI
OLD REP INTL CORP
+$258.7K
39,273
+7%
建仓
—
MEDTRONIC PLC
+$257.2K
2,701
增持
ABT
ABBOTT LABS
+$257.0K
6,302
+46%
建仓
UPS
UNITED PARCEL SERVICE INC
+$256.4K
3,070
清仓
STZ
CONSTELLATION BRANDS INC
-$252.7K
0
-100%
清仓
TGT
TARGET CORP
-$251.8K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$251.4K
719
增持
PEP
PEPSICO INC
+$250.6K
4,590
+54%
建仓
ALL
ALLSTATE CORP
+$248.8K
1,159
增持
—
CHUBB LIMITED
+$248.7K
2,570
+56%
增持
ATO
ATMOS ENERGY CORP
+$244.5K
2,633
+98%
建仓
PBQQ
PGIM ROCK ETF TR
+$243.6K
8,672
增持
AFL
AFLAC INC
+$242.4K
4,087
+101%
建仓
BUFY
FIRST TR EXCHNG TRADED FD VI
+$242.1K
11,139
清仓
ENB
ENBRIDGE INC
-$241.0K
0
-100%
建仓
BUFS
FIRST TR EXCHNG TRADED FD VI
+$240.2K
10,690
建仓
APH
AMPHENOL CORP NEW
+$238.9K
1,931
增持
CSCO
CISCO SYS INC
+$238.2K
86,022
+6%
建仓
GPC
GENUINE PARTS CO
+$235.9K
1,702
增持
HON
HONEYWELL INTL INC
-$235.1K
18,715
+4%
建仓
EMR
EMERSON ELEC CO
+$234.9K
1,790
建仓
OKLO
OKLO INC
+$231.7K
2,076
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$229.7K
20,678
-19%
建仓
IGLB
ISHARES TR
+$226.1K
4,387
清仓
JAJL
INNOVATOR ETFS TRUST
-$225.6K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$224.8K
1,999
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$223.6K
4,272
-43%
减持
JSMD
JANUS DETROIT STR TR
-$223.4K
3,653
-46%
清仓
TDG
TRANSDIGM GROUP INC
-$222.0K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$216.0K
11,719
+17%
清仓
FEBP
PGIM ROCK ETF TR
-$216.0K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$213.0K
3,409
清仓
TCAF
T ROWE PRICE ETF INC
-$212.1K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$211.7K
751
建仓
IWF
ISHARES TR
+$209.5K
447
建仓
IDA
IDACORP INC
+$207.9K
1,573
建仓
DFUV
DIMENSIONAL ETF TRUST
+$207.8K
4,649
减持
EPS
WISDOMTREE TR
+$207.5K
43,267
-0%
增持
LQD
ISHARES TR
+$205.1K
4,829
+59%
建仓
CLS
CELESTICA INC
+$205.0K
832
清仓
IEFA
ISHARES TR
-$203.5K
0
-100%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$202.9K
3,035
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$202.4K
52,749
+17%
增持
TRV
TRAVELERS COMPANIES INC
+$201.1K
8,475
+5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$186.5K
1,773
-38%
减持
MELI
MERCADOLIBRE INC
-$179.1K
619
-0%
增持
SPGI
S&P GLOBAL INC
+$176.8K
868
+86%
增持
CTAS
CINTAS CORP
+$169.3K
2,138
+77%
减持
VWOB
VANGUARD WHITEHALL FDS
-$164.4K
9,896
-22%
