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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 61
增持 53
减持 23
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SERIES TRUST
+$29.1M
372,188
+586%
建仓
VV
VANGUARD INDEX FDS
+$22.1M
73,021
增持
IXUS
ISHARES TR
+$15.3M
177,317
+6235%
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。
建仓
SMLF
ISHARES TR
+$12.5M
163,184
减持
IAU
ISHARES GOLD TR
-$8.2M
20,167
-84%
建仓
JAAA
JANUS DETROIT STR TR
+$7.5M
148,547
减持
FBCG
FIDELITY COVINGTON TRUST
-$7.0M
416,693
-19%
建仓
FENY
FIDELITY COVINGTON TRUST
+$6.1M
182,693
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$5.9M
45,520
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$5.8M
31,907
+65%
增持
VYMI
VANGUARD WHITEHALL FDS
+$5.7M
71,747
+466%
建仓
GLW
CORNING INC
+$5.5M
37,654
建仓
LRCX
LAM RESEARCH CORP
+$5.5M
24,980
增持
VYM
VANGUARD WHITEHALL FDS
+$5.4M
50,800
+238%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$5.3M
95,984
增持
GOOGL
ALPHABET INC
+$5.3M
65,610
+43%
建仓
ILCV
ISHARES TR
+$5.3M
56,112
建仓
MTUM
ISHARES TR
+$4.6M
18,577
增持
AMZN
AMAZON COM INC
+$4.5M
41,463
+119%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$4.3M
13,279
-55%
增持
LLY
ELI LILLY & CO
+$4.2M
6,962
+229%
增持
MS
MORGAN STANLEY
+$4.1M
26,220
+1636%
增持
AAPL
APPLE INC
+$4.0M
81,715
+30%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
96,132
+38%
增持
COST
COSTCO WHOLESALE CORPORATION
+$3.9M
4,195
+876%
增持
BX
BLACKSTONE INC
+$3.9M
39,245
+1024%
建仓
FV
FIRST TR EXCHANGE TRADED FD
+$3.8M
61,763
增持
—
EXXON MOBIL CORP
+$3.7M
61,693
+17%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$3.5M
0
-100%
建仓
CTRA
COTERRA ENERGY INC
+$3.5M
101,481
减持
IWY
ISHARES TR
-$3.5M
9,523
-55%
建仓
PLD
PROLOGIS INC.
+$3.4M
25,567
增持
ABBV
ABBVIE INC
+$3.3M
24,452
+218%
建仓
CME
CME GROUP INC
+$3.3M
10,561
增持
NFLX
NETFLIX INC.
+$3.3M
38,826
+521%
增持
CVX
CHEVRON CORPORATION
+$3.2M
23,364
+150%
建仓
—
EATON CORP PLC
+$3.1M
8,503
增持
PWR
QUANTA SVCS INC
+$3.0M
5,864
+850%
增持
MSFT
MICROSOFT CORP
+$3.0M
43,919
+59%
建仓
DELL
DELL TECHNOLOGIES INC
+$3.0M
17,166
增持
JPM
JPMORGAN CHASE & CO
+$2.9M
40,420
+45%
减持
ONEQ
FIDELITY COMWLTH TR
-$2.9M
26,921
-53%
建仓
TSCO
TRACTOR SUPPLY CO
+$2.9M
63,795
增持
PEP
PEPSICO INC
+$2.9M
28,078
+163%
建仓
TOL
TOLL BROTHERS INC
+$2.7M
19,712
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$2.7M
6,792
减持
DGRO
ISHARES TR
-$2.7M
23,403
-62%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.7M
3,401
+924%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
-$2.5M
43,255
-61%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$2.5M
5,719
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$2.5M
2,919
-55%
建仓
IBDT
ISHARES TR
+$2.5M
99,114
建仓
IBDU
ISHARES TR
+$2.5M
106,604
增持
META
META PLATFORMS INC
+$2.5M
11,167
+87%
建仓
SHLD
GLOBAL X FDS
+$2.4M
31,790
建仓
—
NEXTERA ENERGY INC
+$2.3M
43,270
建仓
IBDV
ISHARES TR
+$2.2M
102,378
建仓
SNPS
SYNOPSYS INC
+$2.2M
5,446
建仓
IBDS
ISHARES TR
+$2.1M
88,262
减持
XLI
SELECT SECTOR SPDR TR
-$2.1M
1,615
-89%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.0M
4,983
+1181%
增持
V
VISA INC
+$2.0M
17,770
+83%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$1.9M
13,511
-56%
增持
TSLA
TESLA INC
-$1.9M
20,311
+1%
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$1.9M
33,635
增持
VTI
VANGUARD INDEX FDS
+$1.9M
20,184
+44%
减持
DIS
DISNEY WALT CO
-$1.7M
11,600
-54%
建仓
ADI
ANALOG DEVICES INC
+$1.7M
5,288
减持
AIRR
FIRST TR EXCHANGE TRADED FD
-$1.7M
9,668
-66%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
16,788
+44%
增持
CASY
CASEYS GEN STORES INC
+$1.6M
8,013
+1%
增持
HD
HOME DEPOT INC
+$1.6M
8,469
+154%
建仓
LNG
CHENIERE ENERGY INC
+$1.6M
5,543
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$1.5M
3,456
增持
CSCO
CISCO SYS INC
+$1.5M
104,159
+17%
增持
CAT
CATERPILLAR INC
+$1.5M
2,722
+228%
增持
WM
WASTE MGMT INC DEL
+$1.4M
7,602
+335%
建仓
ECL
ECOLAB INC
+$1.4M
5,138
建仓
IBDW
ISHARES TR
+$1.4M
65,329
建仓
ICSH
ISHARES TR
+$1.3M
26,056
建仓
AMGN
AMGEN INC
+$1.3M
3,657
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$1.2M
13,536
建仓
ITW
ILLINOIS TOOL WKS INC
+$1.2M
4,600
建仓
IBDR
ISHARES TR
+$1.2M
48,257
建仓
ENB
ENBRIDGE INC
+$1.1M
21,360
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.1M
4,097
建仓
PKG
PACKAGING CORP AMER
+$1.0M
5,027
清仓
NAPR
INNOVATOR ETFS TRUST
-$1.0M
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$1.0M
4,634
增持
BAC
BANK AMERICA CORP
+$985.6K
143,567
+27%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$980.6K
8,477
增持
PFE
PFIZER INC
+$936.9K
79,490
+55%
增持
AVGO
BROADCOM INC
+$924.1K
24,181
+25%
增持
PBQQ
PGIM ROCK ETF TR
+$923.4K
95,288
+52%
减持
IYK
ISHARES TR
-$911.2K
15,898
-48%
建仓
ZFEB
INNOVATOR ETFS TRUST
+$894.4K
35,207
增持
PG
PROCTER & GAMBLE CO
+$888.9K
17,428
+56%
建仓
TMUS
T-MOBILE US INC
+$865.0K
4,355
建仓
DVN
DEVON ENERGY CORP NEW
+$837.3K
16,865
建仓
ZTS
ZOETIS INC
+$806.1K
6,816
增持
AXP
AMERICAN EXPRESS CO
-$766.5K
16,089
+5%
清仓
—
AMCOR PLC
-$765.5K
0
-100%
清仓
SE
SEA LTD
-$754.7K
0
-100%
增持
CSX
CSX CORP
+$735.3K
115,599
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$725.8K
251,219
-6%
减持
MU
MICRON TECHNOLOGY INC
+$646.5K
27,054
-19%
增持
DEM
WISDOMTREE TR
+$630.4K
170,304
+2%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$599.6K
10,575
减持
ORI
OLD REP INTL CORP
-$588.6K
31,864
-22%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$575.1K
11,399
建仓
EFA
ISHARES TR
+$574.6K
5,834
增持
VST
VISTRA CORP
+$563.6K
32,248
+20%
清仓
ZJUN
INNOVATOR ETFS TRUST
-$558.0K
0
-100%
减持
NOW
SERVICENOW INC
-$554.6K
4,608
-31%
建仓
HON
HONEYWELL INTL INC
+$546.1K
2,393
增持
DFGX
DIMENSIONAL ETF TRUST
+$544.6K
43,202
+32%
建仓
EWJ
ISHARES INC
+$516.9K
6,041
清仓
VOT
VANGUARD INDEX FDS
-$516.7K
0
-100%
减持
LOW
LOWES COS INC
-$508.3K
3,463
-37%
清仓
TXN
TEXAS INSTRS INC
-$507.9K
0
-100%
增持
FSMD
FIDELITY COVINGTON TRUST
+$494.6K
247,373
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$492.2K
12,034
+25%
增持
NEM
NEWMONT CORP
+$479.6K
29,623
+3%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$475.2K
119,630
-9%
增持
COWG
PACER FDS TR
+$465.4K
66,444
+30%
清仓
KMB
KIMBERLY-CLARK CORP
-$458.5K
0
-100%
建仓
DEA
EASTERLY GOVT PPTYS INC
+$444.6K
20,611
建仓
—
AMCOR PLC
+$442.4K
11,113
建仓
VO
VANGUARD INDEX FDS
+$442.2K
1,518
清仓
HAS
HASBRO INC
-$430.9K
0
-100%
建仓
UFEB
INNOVATOR ETFS TRUST
+$422.6K
11,574
清仓
AZO
AUTOZONE INC
-$420.5K
0
-100%
建仓
IBHF
ISHARES TR
+$413.0K
18,070
清仓
SNOW
SNOWFLAKE INC
-$410.6K
0
-100%
减持
—
CHUBB LTD SWITZ
-$409.5K
3,123
-32%
增持
SPTM
SPDR SERIES TRUST
-$409.3K
247,434
+1%
增持
APP
APPLOVIN CORP
-$408.9K
2,260
+14%
清仓
TOST
TOAST INC
-$402.8K
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$388.0K
14,952
+55%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$386.2K
24,429
减持
SPGI
S&P GLOBAL INC
-$379.2K
1,162
-31%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$364.9K
0
-100%
建仓
EOG
EOG RES INC
+$361.8K
2,529
增持
AVUS
AMERICAN CENTY ETF TR
+$358.7K
5,677
+126%
建仓
XLU
SELECT SECTOR SPDR TR
+$358.5K
7,764
增持
DFAI
DIMENSIONAL ETF TRUST
+$354.2K
23,455
+56%
减持
KVUE
KENVUE INC
-$352.0K
29,637
-41%
增持
SCHD
SCHWAB STRATEGIC TR
+$351.4K
50,701
+16%
建仓
GLD
SPDR GOLD TR
+$350.6K
820
减持
MCD
MCDONALDS CORP
-$335.6K
4,954
-19%
