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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,779.00万 | 6.33% | 277,622 | 10,339 | 3.9% | $66.25万 | 加仓 |
| IWF | ISHARES TR | $1,480.20万 | 5.27% | 34,714 | -1,155 | -3.2% | -$49.25万 | 减仓 |
| IWD | ISHARES TR | $1,213.18万 | 4.32% | 56,778 | -38 | -0.1% | -$8,119 | 减仓 |
| AAPL | APPLE INC | $895.60万 | 3.19% | 35,289 | -26 | -0.1% | -$6,599 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $838.02万 | 2.98% | 155,045 | -2,764 | -1.8% | -$14.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $806.70万 | 2.87% | 46,256 | -838 | -1.8% | -$14.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $748.51万 | 2.66% | 20,221 | -157 | -0.8% | -$5.81万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $723.89万 | 2.58% | 92,321 | 7,450 | 8.8% | $58.42万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $654.20万 | 2.33% | 30,419 | -109 | -0.4% | -$2.34万 | 减仓 |
| IGSB | ISHARES TR | $629.32万 | 2.24% | 119,733 | 6,765 | 6.0% | $35.56万 | 加仓 |
| IVW | ISHARES TR | $622.13万 | 2.21% | 55,002 | 1,252 | 2.3% | $14.16万 | 加仓 |
| IWP | ISHARES TR | $552.10万 | 1.96% | 43,092 | -148 | -0.3% | -$1.90万 | 减仓 |
| IEFA | ISHARES TR | $551.35万 | 1.96% | 60,903 | -840 | -1.4% | -$7.60万 | 减仓 |
| IWS | ISHARES TR | $548.66万 | 1.95% | 37,647 | -915 | -2.4% | -$13.34万 | 减仓 |
| LLY | ELI LILLY & CO | $529.82万 | 1.88% | 5,760 | 23 | 0.4% | $2.12万 | 加仓 |
| IVE | ISHARES TR | $515.04万 | 1.83% | 24,392 | 683 | 2.9% | $14.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $508.48万 | 1.81% | 17,286 | -25 | -0.1% | -$7,354 | 减仓 |
| SHYG | ISHARES TR | $488.19万 | 1.74% | 115,384 | -9,838 | -7.9% | -$41.62万 | 减仓 |
| EFA | ISHARES TR | $404.85万 | 1.44% | 41,681 | -51 | -0.1% | -$4,954 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $359.29万 | 1.28% | 78,293 | -67 | -0.1% | -$3,075 | 减仓 |
| IAGG | ISHARES TR | $335.47万 | 1.19% | 67,040 | 6,770 | 11.2% | $33.88万 | 加仓 |
| IVV | ISHARES TR | $327.48万 | 1.17% | 5,013 | -118 | -2.3% | -$7.71万 | 减仓 |
| IWN | ISHARES TR | $325.98万 | 1.16% | 17,194 | -439 | -2.5% | -$8.32万 | 减仓 |
| SLV | ISHARES SILVER TR | $297.33万 | 1.06% | 43,635 | 735 | 1.7% | $5.01万 | 加仓 |
| USMV | ISHARES TR | $289.00万 | 1.03% | 31,162 | -5,270 | -14.5% | -$48.87万 | 减仓 |
| IWO | ISHARES TR | $271.71万 | 0.97% | 8,658 | -88 | -1.0% | -$2.76万 | 减仓 |
| VO | VANGUARD INDEX FDS | $266.48万 | 0.95% | 9,279 | -117 | -1.2% | -$3.36万 | 减仓 |
| — | EXXON MOBIL CORP | $264.85万 | 0.94% | 15,611 | 55 | 0.4% | $9,331 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $246.52万 | 0.88% | 5,144 | -271 | -5.0% | -$12.99万 | 减仓 |
| CAT | CATERPILLAR INC | $243.46万 | 0.87% | 3,436 | 8 | 0.2% | $5,668 | 加仓 |
| MUB | ISHARES TR | $241.03万 | 0.86% | 22,707 | 183 | 0.8% | $1.94万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $236.52万 | 0.84% | 18,044 | -341 | -1.9% | -$4.47万 | 减仓 |
| WMT | WALMART INC | $231.52万 | 0.82% | 18,629 | -1,189 | -6.0% | -$14.78万 | 减仓 |
| GOOG | ALPHABET INC | $229.90万 | 0.82% | 8,014 | 38 | 0.5% | $1.09万 | 加仓 |
| SDY | SPDR SERIES TRUST | $226.34万 | 0.81% | 15,509 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $225.26万 | 0.80% | 15,313 | 483 | 3.3% | $7.11万 | 加仓 |
| GLD | SPDR GOLD TR | $224.70万 | 0.80% | 5,222 | -10 | -0.2% | -$4,303 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $209.62万 | 0.75% | 45,918 | -1,411 | -3.0% | -$6.44万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $208.28万 | 0.74% | 2,090 | -12 | -0.6% | -$1.20万 | 减仓 |
| QQQ | INVESCO QQQ TR | $194.36万 | 0.69% | 3,367 | -179 | -5.0% | -$10.33万 | 减仓 |
| GOOGL | ALPHABET INC | $189.90万 | 0.68% | 6,604 | 9 | 0.1% | $2,588 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $188.09万 | 0.67% | 21,263 | 0 | 0.0% | — | 不变 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $187.34万 | 0.67% | 99,541 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $185.79万 | 0.66% | 27,512 | -69 | -0.3% | -$4,660 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $181.55万 | 0.65% | 20,468 | 1 | 0.0% | $89 | 加仓 |
| VB | VANGUARD INDEX FDS | $173.15万 | 0.62% | 6,611 | -121 | -1.8% | -$3.17万 | 减仓 |
| PEP | PEPSICO INC | $171.96万 | 0.61% | 11,074 | 19 | 0.2% | $2,950 | 加仓 |
| MCD | MCDONALDS CORP | $170.89万 | 0.61% | 5,499 | -35 | -0.6% | -$1.09万 | 减仓 |
| HDEF | DBX ETF TR | $168.69万 | 0.60% | 52,050 | -94 | -0.2% | -$3,047 | 减仓 |
| — | VANECK ETF TRUST | $166.36万 | 0.59% | 77,375 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $161.99万 | 0.58% | 42,162 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $149.68万 | 0.53% | 4,430 | 413 | 10.3% | $13.95万 | 加仓 |
| CVX | CHEVRON CORPORATION | $146.32万 | 0.52% | 7,072 | -55 | -0.8% | -$1.14万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $141.55万 | 0.50% | 6,967 | -75 | -1.1% | -$1.52万 | 减仓 |
| HD | HOME DEPOT INC | $138.03万 | 0.49% | 4,197 | -202 | -4.6% | -$6.64万 | 减仓 |
| AMZN | AMAZON COM INC | $133.24万 | 0.47% | 6,398 | -1,361 | -17.5% | -$28.34万 | 减仓 |
| ABBV | ABBVIE INC | $129.91万 | 0.46% | 5,973 | 1,899 | 46.6% | $41.30万 | 加仓 |
| ASML | ASML HLDG NV | $128.19万 | 0.46% | 971 | -24 | -2.4% | -$3.17万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $115.58万 | 0.41% | 8,002 | 403 | 5.3% | $5.82万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $114.93万 | 0.41% | 7,857 | 1 | 0.0% | $146 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $113.76万 | 0.40% | 4,654 | 137 | 3.0% | $3.35万 | 加仓 |
| DGRO | ISHARES TR | $110.06万 | 0.39% | 15,682 | -1,606 | -9.3% | -$11.27万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $104.77万 | 0.37% | 1,611 | 194 | 13.7% | $12.62万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $102.03万 | 0.36% | 3,019 | 86 | 2.9% | $2.91万 | 加仓 |
| CSCO | CISCO SYS INC | $100.41万 | 0.36% | 12,941 | 288 | 2.3% | $2.23万 | 加仓 |
| KO | COCA COLA CO | $99.54万 | 0.35% | 13,089 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $99.38万 | 0.35% | 16,222 | 151 | 0.9% | $9,250 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $95.14万 | 0.34% | 24,129 | 25 | 0.1% | $986 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $94.04万 | 0.33% | 60,090 | -571 | -0.9% | -$8,936 | 减仓 |
| IWM | ISHARES TR | $92.33万 | 0.33% | 3,723 | 190 | 5.4% | $4.71万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $89.13万 | 0.32% | 9,509 | 3,123 | 48.9% | $29.27万 | 加仓 |
| V | VISA INC | $89.08万 | 0.32% | 2,947 | -1,235 | -29.5% | -$37.33万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $88.65万 | 0.32% | 1,467 | 4 | 0.3% | $2,417 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $87.98万 | 0.31% | 5,440 | -170 | -3.0% | -$2.75万 | 减仓 |
| EFAV | ISHARES TR | $87.82万 | 0.31% | 9,611 | -1,358 | -12.4% | -$12.41万 | 减仓 |
| — | ISHARES ETHEREUM TR | $86.15万 | 0.31% | 54,425 | 2,000 | 3.8% | $3.17万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $86.03万 | 0.31% | 1,261 | 214 | 20.4% | $14.60万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $85.33万 | 0.30% | 82,849 | 587 | 0.7% | $6,046 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $83.11万 | 0.30% | 3,429 | 130 | 3.9% | $3.15万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $79.36万 | 0.28% | 5,444 | -67 | -1.2% | -$9,767 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $79.11万 | 0.28% | 15,760 | -1,519 | -8.8% | -$7.63万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $76.87万 | 0.27% | 15,571 | -1,488 | -8.7% | -$7.35万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $75.57万 | 0.27% | 12,459 | -13 | -0.1% | -$788 | 减仓 |
| SUB | ISHARES TR | $72.51万 | 0.26% | 6,808 | 348 | 5.4% | $3.71万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $70.90万 | 0.25% | 1,816 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $70.27万 | 0.25% | 6,844 | 1,544 | 29.1% | $15.85万 | 加仓 |
| HYD | VANECK ETF TRUST | $68.43万 | 0.24% | 13,648 | 737 | 5.7% | $3.70万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.26万 | 0.24% | 1,389 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $68.23万 | 0.24% | 1,988 | -122 | -5.8% | -$4.19万 | 减仓 |
| HDV | ISHARES TR | $66.53万 | 0.24% | 4,902 | 2 | 0.0% | $271 | 加仓 |
| TSLA | TESLA INC | $66.10万 | 0.24% | 1,778 | -105 | -5.6% | -$3.90万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $65.06万 | 0.23% | 4,668 | 23 | 0.5% | $3,205 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $63.90万 | 0.23% | 755 | -101 | -11.8% | -$8.55万 | 减仓 |
| ENB | ENBRIDGE INC | $63.07万 | 0.22% | 11,649 | 75 | 0.6% | $4,060 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $61.01万 | 0.22% | 12,210 | -3,240 | -21.0% | -$16.19万 | 减仓 |
| MRK | MERCK & CO INC | $59.87万 | 0.21% | 4,977 | -44 | -0.9% | -$5,293 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.17万 | 0.21% | 3,031 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $55.14万 | 0.20% | 1,719 | 1,719 | — | $55.14万 | 新建仓 |
| CAVA | CAVA GROUP INC | $54.98万 | 0.20% | 6,796 | 1,383 | 25.5% | $11.19万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $54.54万 | 0.19% | 1,183 | -15 | -1.3% | -$6,915 | 减仓 |