INVESTMENT PARTNERS, LTD.
NEW PHILADELPHIA OH · SEC CIK 0001050068
$3.20亿2026Q2 申报市值
167持仓数
34.7%前十大占比 · 第一大 6.5%
15 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VEA 加仓+$97.33万
BSV 加仓+$84.71万
IGSB 加仓+$84.06万
SHYG 加仓+$54.08万
MUB 加仓+$51.34万
2026Q2 卖出最多 按季末市值估算
VIG 减仓-$46.26万
HON 减仓-$23.85万
INTC 减仓-$22.55万
WMT 减仓-$19.31万
MSFT 减仓-$15.07万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PFLT | PENNANTPARK FLOATING RATE CA | $7.48万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP | $15.54万 | 0.05% | 10,645 | 92 | 0.9% | $1,343 | 加仓 |
| AFL | AFLAC INC | $20.28万 | 0.06% | 1,730 | -305 | -15.0% | -$3.58万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.57万 | 0.06% | 1,694 | 1,694 | — | $20.57万 | 新建仓 |
| WFC | WELLS FARGO & CO | $20.58万 | 0.06% | 2,490 | -391 | -13.6% | -$3.23万 | 减仓 |
| IBB | ISHARES TR | $20.73万 | 0.06% | 1,090 | 1,090 | — | $20.73万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.90万 | 0.07% | 503 | 503 | — | $20.90万 | 新建仓 |
| SHLD | GLOBAL X FDS | $21.27万 | 0.07% | 3,562 | 3,562 | — | $21.27万 | 新建仓 |
| — | BARON ETF TR | $22.16万 | 0.07% | 6,821 | 6,821 | — | $22.16万 | 新建仓 |
| NUE | NUCOR CORP | $22.37万 | 0.07% | 1,004 | 1,004 | — | $22.37万 | 新建仓 |
| BIDD | BLACKROCK ETF TRUST | $22.69万 | 0.07% | 7,559 | 71 | 0.9% | $2,131 | 加仓 |
| J | JACOBS SOLUTIONS INC | $22.78万 | 0.07% | 1,808 | -55 | -3.0% | -$6,930 | 减仓 |
| CAH | CARDINAL HEALTH INC | $22.83万 | 0.07% | 961 | 1 | 0.1% | $238 | 加仓 |
| VOO | VANGUARD INDEX FDS | $23.55万 | 0.07% | 343 | 343 | — | $23.55万 | 新建仓 |
| USB | US BANCORP | $23.67万 | 0.07% | 3,919 | 3,919 | — | $23.67万 | 新建仓 |
| INDA | ISHARES TR | $24.39万 | 0.08% | 4,938 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $24.93万 | 0.08% | 389 | 389 | — | $24.93万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $25.18万 | 0.08% | 1,591 | 1,591 | — | $25.18万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $25.25万 | 0.08% | 1,142 | 1,142 | — | $25.25万 | 新建仓 |
| HON | HONEYWELL INTL INC | $25.57万 | 0.08% | 1,142 | -1,065 | -48.3% | -$23.85万 | 减仓 |
| MPC | MARATHON PETE CORP | $25.68万 | 0.08% | 1,004 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $26.28万 | 0.08% | 1,554 | 3 | 0.2% | $507 | 加仓 |
| AMGN | AMGEN INC | $26.58万 | 0.08% | 734 | 75 | 11.4% | $2.72万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $27.63万 | 0.09% | 1,658 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $27.96万 | 0.09% | 962 | 136 | 16.5% | $3.95万 | 加仓 |
| T | AT&T INC | $28.04万 | 0.09% | 13,547 | 16 | 0.1% | $331 | 加仓 |
| YUM | YUM BRANDS INC | $29.09万 | 0.09% | 1,820 | 5 | 0.3% | $799 | 加仓 |
| IJR | ISHARES TR | $29.16万 | 0.09% | 1,966 | 120 | 6.5% | $1.78万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $29.76万 | 0.09% | 601 | 601 | — | $29.76万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $29.82万 | 0.09% | 424 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $30.56万 | 0.10% | 708 | 708 | — | $30.56万 | 新建仓 |
| META | META PLATFORMS INC | $33.29万 | 0.10% | 591 | 16 | 2.8% | $9,013 | 加仓 |
| AMLP | ALPS ETF TR | $33.71万 | 0.11% | 6,502 | 1,183 | 22.2% | $6.13万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $35.89万 | 0.11% | 1,999 | 115 | 6.1% | $2.06万 | 加仓 |
| BA | BOEING CO | $35.92万 | 0.11% | 1,659 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $35.97万 | 0.11% | 3,923 | 13 | 0.3% | $1,192 | 加仓 |
| VST | VISTRA CORP | $36.24万 | 0.11% | 2,285 | -405 | -15.1% | -$6.42万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.88万 | 0.12% | 4,924 | -118 | -2.3% | -$8,838 | 减仓 |
| NEE | NEXTERA ENERGY INC | $38.39万 | 0.12% | 4,374 | -803 | -15.5% | -$7.05万 | 减仓 |
| PFE | PFIZER INC | $38.97万 | 0.12% | 16,183 | 110 | 0.7% | $2,649 | 加仓 |
| SHV | ISHARES TR | $40.02万 | 0.13% | 3,627 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $42.09万 | 0.13% | 358 | -1 | -0.3% | -$1,176 | 减仓 |
| BLK | BLACKROCK INC | $42.35万 | 0.13% | 440 | 21 | 5.0% | $2.02万 | 加仓 |
| BAC | BANK OF AMER CORP | $42.60万 | 0.13% | 7,476 | 483 | 6.9% | $2.75万 | 加仓 |
| AMAT | APPLIED MATLS INC | $42.61万 | 0.13% | 589 | 589 | — | $42.61万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $43.68万 | 0.14% | 2,602 | 2,602 | — | $43.68万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $45.11万 | 0.14% | 1,333 | 11 | 0.8% | $3,723 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $45.42万 | 0.14% | 22,297 | 197 | 0.9% | $4,013 | 加仓 |
| MS | MORGAN STANLEY | $46.19万 | 0.14% | 2,209 | 132 | 6.4% | $2.76万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $48.93万 | 0.15% | 3,873 | -795 | -17.0% | -$10.04万 | 减仓 |
| ALL | ALLSTATE CORP | $49.27万 | 0.15% | 2,071 | 3 | 0.1% | $714 | 加仓 |
| PAVE | GLOBAL X FDS | $49.50万 | 0.15% | 8,402 | 1,970 | 30.6% | $11.61万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $50.52万 | 0.16% | 2,729 | 9 | 0.3% | $1,666 | 加仓 |
| PRK | PARK NATL CORP | $50.87万 | 0.16% | 2,780 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $51.18万 | 0.16% | 5,318 | 157 | 3.0% | $1.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $52.25万 | 0.16% | 6,065 | 743 | 14.0% | $6.40万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $52.33万 | 0.16% | 6,300 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $52.91万 | 0.17% | 10,606 | 65 | 0.6% | $3,243 | 加仓 |
| DVY | ISHARES TR | $54.86万 | 0.17% | 3,510 | 30 | 0.9% | $4,689 | 加仓 |
| ARTY | ISHARES TR | $55.08万 | 0.17% | 7,233 | 1,309 | 22.1% | $9.97万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $55.12万 | 0.17% | 1,386 | 203 | 17.2% | $8.07万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $55.18万 | 0.17% | 1,618 | 14 | 0.9% | $4,774 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $55.90万 | 0.17% | 1,098 | -163 | -12.9% | -$8.30万 | 减仓 |
| ADI | ANALOG DEVICES INC | $56.43万 | 0.18% | 1,421 | -47 | -3.2% | -$1.87万 | 减仓 |
| CAVA | CAVA GROUP INC | $59.58万 | 0.19% | 7,592 | 796 | 11.7% | $6.25万 | 加仓 |
| HYD | VANECK ETF TRUST | $60.77万 | 0.19% | 11,798 | -1,850 | -13.6% | -$9.53万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $62.81万 | 0.20% | 6,922 | 78 | 1.1% | $7,078 | 加仓 |
| ENB | ENBRIDGE INC | $63.54万 | 0.20% | 11,721 | 72 | 0.6% | $3,903 | 加仓 |
| VTI | VANGUARD INDEX FDS | $63.80万 | 0.20% | 1,724 | 5 | 0.3% | $1,850 | 加仓 |
| GE | GE AEROSPACE | $64.44万 | 0.20% | 1,724 | 27 | 1.6% | $1.01万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $64.49万 | 0.20% | 3,031 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $64.71万 | 0.20% | 54,425 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $65.25万 | 0.20% | 1,842 | -146 | -7.3% | -$5.17万 | 减仓 |
| MRK | MERCK & CO INC | $65.50万 | 0.20% | 5,098 | 121 | 2.4% | $1.55万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $67.03万 | 0.21% | 15,832 | 72 | 0.5% | $3,048 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $67.15万 | 0.21% | 2,006 | 1 | 0.0% | $335 | 加仓 |
| HDV | ISHARES TR | $67.20万 | 0.21% | 24,516 | 6 | 0.0% | $164 | 加仓 |
| ETN | EATON CORP PLC | $67.52万 | 0.21% | 1,584 | 141 | 9.8% | $6.01万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $67.60万 | 0.21% | 13,299 | 1,089 | 8.9% | $5.54万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $71.15万 | 0.22% | 1,419 | 30 | 2.2% | $1.50万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $72.01万 | 0.23% | 12,497 | 38 | 0.3% | $2,190 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $72.27万 | 0.23% | 5,654 | 1,870 | 49.4% | $23.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $75.12万 | 0.23% | 1,474 | 7 | 0.5% | $3,567 | 加仓 |
| TSLA | TESLA INC | $75.41万 | 0.24% | 1,793 | 15 | 0.8% | $6,309 | 加仓 |
| KLAC | KLA CORP | $75.43万 | 0.24% | 2,500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $79.22万 | 0.25% | 783 | 28 | 3.7% | $2.83万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $81.66万 | 0.26% | 5,293 | -151 | -2.8% | -$2.33万 | 减仓 |
| EFAV | ISHARES TR | $84.35万 | 0.26% | 9,617 | 6 | 0.1% | $526 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $84.70万 | 0.26% | 15,799 | 228 | 1.5% | $1.22万 | 加仓 |
| SUB | ISHARES TR | $86.21万 | 0.27% | 8,097 | 1,289 | 18.9% | $13.72万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $87.11万 | 0.27% | 16,401 | 179 | 1.1% | $9,507 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $90.01万 | 0.28% | 83,420 | 571 | 0.7% | $6,161 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $95.84万 | 0.30% | 3,408 | -21 | -0.6% | -$5,906 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $96.68万 | 0.30% | 8,287 | 430 | 5.5% | $5.02万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $96.73万 | 0.30% | 54,559 | -5,531 | -9.2% | -$9.81万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $102.12万 | 0.32% | 5,513 | 73 | 1.3% | $1.35万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $105.12万 | 0.33% | 24,366 | 237 | 1.0% | $1.02万 | 加仓 |
| V | VISA INC | $106.53万 | 0.33% | 3,105 | 158 | 5.4% | $5.42万 | 加仓 |
| KO | COCA COLA CO | $109.94万 | 0.34% | 13,527 | 438 | 3.3% | $3.56万 | 加仓 |
| IWM | ISHARES TR | $111.89万 | 0.35% | 3,724 | 1 | 0.0% | $300 | 加仓 |