INVESTMENT PARTNERS, LTD.
NEW PHILADELPHIA OH · SEC CIK 0001050068
$2.81亿2026Q1 申报市值
152持仓数
34.8%前十大占比 · 第一大 6.3%
8 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$66.25万
BSV 加仓+$58.42万
VTI 新建仓+$55.14万
VONG 新建仓+$41.51万
ABBV 加仓+$41.30万
2026Q1 卖出最多 按季末市值估算
SPYV 清仓-$51.14万
IWF 减仓-$49.25万
USMV 减仓-$48.87万
SHYG 减仓-$41.62万
V 减仓-$37.33万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TR | $52.69万 | 0.19% | 3,480 | 2 | 0.1% | $303 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $51.65万 | 0.18% | 6,300 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $51.60万 | 0.18% | 1,443 | 128 | 9.7% | $4.58万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $50.25万 | 0.18% | 2,005 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $49.93万 | 0.18% | 10,541 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $49.88万 | 0.18% | 2,207 | -1 | -0.0% | -$226 | 减仓 |
| DIS | DISNEY WALT CO | $49.74万 | 0.18% | 5,161 | -24 | -0.5% | -$2,313 | 减仓 |
| GE | GE AEROSPACE | $48.15万 | 0.17% | 1,697 | 96 | 6.0% | $2.72万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $48.09万 | 0.17% | 5,177 | 1,324 | 34.4% | $12.30万 | 加仓 |
| ADI | ANALOG DEVICES INC | $46.71万 | 0.17% | 1,468 | -125 | -7.8% | -$3.98万 | 减仓 |
| INTC | INTEL CORP | $45.94万 | 0.16% | 10,410 | -307 | -2.9% | -$1.35万 | 减仓 |
| PRK | PARK NATL CORP | $45.44万 | 0.16% | 2,780 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $45.13万 | 0.16% | 16,073 | -1,276 | -7.4% | -$3.58万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $45.11万 | 0.16% | 22,100 | 3,620 | 19.6% | $7.39万 | 加仓 |
| ALL | ALLSTATE CORP | $42.88万 | 0.15% | 2,068 | 2 | 0.1% | $415 | 加仓 |
| CINF | CINCINNATI FINL CORP | $42.79万 | 0.15% | 2,720 | -142 | -5.0% | -$2.23万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $41.51万 | 0.15% | 3,784 | 3,784 | — | $41.51万 | 新建仓 |
| VST | VISTRA CORP | $40.43万 | 0.14% | 2,690 | 4 | 0.1% | $601 | 加仓 |
| BLK | BLACKROCK INC | $40.30万 | 0.14% | 419 | -22 | -5.0% | -$2.12万 | 减仓 |
| SHV | ISHARES TR | $40.04万 | 0.14% | 3,627 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $39.23万 | 0.14% | 13,531 | 3,010 | 28.6% | $8.73万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $38.76万 | 0.14% | 887 | 134 | 17.8% | $5.86万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.88万 | 0.13% | 5,042 | 17 | 0.3% | $1,243 | 加仓 |
| KLAC | KLA CORP | $36.81万 | 0.13% | 250 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $36.58万 | 0.13% | 1,322 | -58 | -4.2% | -$1.60万 | 减仓 |
| MS | MORGAN STANLEY | $34.19万 | 0.12% | 2,077 | 2 | 0.1% | $329 | 加仓 |
| BAC | BANK AMERICA CORP | $34.09万 | 0.12% | 6,993 | -493 | -6.6% | -$2.40万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $33.95万 | 0.12% | 1,884 | 144 | 8.3% | $2.60万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $33.33万 | 0.12% | 3,910 | 11 | 0.3% | $938 | 加仓 |
| BA | BOEING CO | $33.03万 | 0.12% | 1,659 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $32.88万 | 0.12% | 575 | 124 | 27.5% | $7.09万 | 加仓 |
| PAVE | GLOBAL X FDS | $32.68万 | 0.12% | 6,432 | 391 | 6.5% | $1.99万 | 加仓 |
| GEV | GE VERNOVA INC | $31.36万 | 0.11% | 359 | 1 | 0.3% | $874 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $28.76万 | 0.10% | 1,658 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $28.49万 | 0.10% | 826 | 826 | — | $28.49万 | 新建仓 |
| PSX | PHILLIPS 66 | $28.25万 | 0.10% | 1,551 | -328 | -17.5% | -$5.97万 | 减仓 |
| YUM | YUM BRANDS INC | $28.22万 | 0.10% | 1,815 | 5 | 0.3% | $777 | 加仓 |
| AMLP | ALPS ETF TR | $28.00万 | 0.10% | 5,319 | 5,319 | — | $28.00万 | 新建仓 |
| ARTY | ISHARES TR | $27.56万 | 0.10% | 5,924 | -61 | -1.0% | -$2,838 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.15万 | 0.09% | 424 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $25.72万 | 0.09% | 1,604 | -364 | -18.5% | -$5.84万 | 减仓 |
| MPC | MARATHON PETE CORP | $24.51万 | 0.09% | 1,004 | 1,004 | — | $24.51万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $23.71万 | 0.08% | 1,863 | -16 | -0.9% | -$2,036 | 减仓 |
| AMGN | AMGEN INC | $23.19万 | 0.08% | 659 | 27 | 4.3% | $9,500 | 加仓 |
| INDA | ISHARES TR | $23.13万 | 0.08% | 4,938 | -187 | -3.6% | -$8,759 | 减仓 |
| IJR | ISHARES TR | $22.94万 | 0.08% | 1,846 | -67 | -3.5% | -$8,327 | 减仓 |
| WFC | WELLS FARGO & CO | $22.94万 | 0.08% | 2,881 | 8 | 0.3% | $637 | 加仓 |
| AFL | AFLAC INC | $22.32万 | 0.08% | 2,035 | -1,107 | -35.2% | -$12.14万 | 减仓 |
| BIDD | BLACKROCK ETF TRUST | $21.29万 | 0.08% | 7,488 | 7,488 | — | $21.29万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $20.29万 | 0.07% | 960 | 960 | — | $20.29万 | 新建仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $13.89万 | 0.05% | 10,553 | 10,553 | — | $13.89万 | 新建仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $8.04万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,002 | -100.0% | -$51.14万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,980 | -100.0% | -$31.80万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -3,587 | -100.0% | -$30.21万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -5,097 | -100.0% | -$23.70万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -403 | -100.0% | -$21.07万 | 清仓 |