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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2,075.39万 | 6.49% | 291,283 | 13,661 | 4.9% | $97.33万 | 加仓 |
| IWF | ISHARES TR | $1,719.92万 | 5.38% | 138,513 | -343 | -0.2% | -$4.26万 | 减仓 |
| IWD | ISHARES TR | $1,380.38万 | 4.31% | 56,939 | 161 | 0.3% | $3.90万 | 加仓 |
| AAPL | APPLE INC | $1,026.32万 | 3.21% | 35,469 | 180 | 0.5% | $5.21万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $956.83万 | 2.99% | 160,300 | 5,255 | 3.4% | $31.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $927.76万 | 2.90% | 46,367 | 111 | 0.2% | $2.22万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $803.98万 | 2.51% | 103,194 | 10,873 | 11.8% | $84.71万 | 加仓 |
| IVW | ISHARES TR | $757.68万 | 2.37% | 55,092 | 90 | 0.2% | $1.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $739.21万 | 2.31% | 19,817 | -404 | -2.0% | -$15.07万 | 减仓 |
| IGSB | ISHARES TR | $711.58万 | 2.22% | 135,771 | 16,038 | 13.4% | $84.06万 | 加仓 |
| LLY | ELI LILLY & CO | $682.12万 | 2.13% | 5,687 | -73 | -1.3% | -$8.76万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $673.51万 | 2.11% | 28,464 | -1,955 | -6.4% | -$46.26万 | 减仓 |
| IWP | ISHARES TR | $648.36万 | 2.03% | 44,284 | 1,192 | 2.8% | $17.45万 | 加仓 |
| IWS | ISHARES TR | $637.53万 | 1.99% | 38,732 | 1,085 | 2.9% | $17.86万 | 加仓 |
| IEFA | ISHARES TR | $586.10万 | 1.83% | 60,686 | -217 | -0.4% | -$2.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $572.32万 | 1.79% | 17,484 | 198 | 1.1% | $6.48万 | 加仓 |
| IVE | ISHARES TR | $556.00万 | 1.74% | 24,487 | 95 | 0.4% | $2.16万 | 加仓 |
| SHYG | ISHARES TR | $543.42万 | 1.70% | 128,135 | 12,751 | 11.1% | $54.08万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $513.27万 | 1.60% | 4,447 | 17 | 0.4% | $1.96万 | 加仓 |
| EFA | ISHARES TR | $432.98万 | 1.35% | 41,681 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $389.19万 | 1.22% | 17,594 | 400 | 2.3% | $8.85万 | 加仓 |
| IAGG | ISHARES TR | $386.50万 | 1.21% | 76,384 | 9,344 | 13.9% | $47.28万 | 加仓 |
| IVV | ISHARES TR | $373.23万 | 1.17% | 4,984 | -29 | -0.6% | -$2.17万 | 减仓 |
| CAT | CATERPILLAR INC | $362.75万 | 1.13% | 3,406 | -30 | -0.9% | -$3.20万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $350.91万 | 1.10% | 77,396 | -897 | -1.1% | -$4.07万 | 减仓 |
| IWO | ISHARES TR | $349.77万 | 1.09% | 8,878 | 220 | 2.5% | $8.67万 | 加仓 |
| USMV | ISHARES TR | $300.87万 | 0.94% | 31,191 | 29 | 0.1% | $2,797 | 加仓 |
| MUB | ISHARES TR | $295.71万 | 0.92% | 27,477 | 4,770 | 21.0% | $51.34万 | 加仓 |
| VO | VANGUARD INDEX FDS | $288.81万 | 0.90% | 35,846 | -1,270 | -3.4% | -$10.23万 | 减仓 |
| GOOG | ALPHABET INC | $286.50万 | 0.90% | 8,109 | 95 | 1.2% | $3.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $259.22万 | 0.81% | 5,180 | 36 | 0.7% | $1.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $251.95万 | 0.79% | 3,421 | 54 | 1.6% | $3.98万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $243.41万 | 0.76% | 17,792 | -252 | -1.4% | -$3.45万 | 减仓 |
| GOOGL | ALPHABET INC | $238.65万 | 0.75% | 6,678 | 74 | 1.1% | $2.64万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $236.83万 | 0.74% | 46,998 | 1,080 | 2.4% | $5.44万 | 加仓 |
| SDY | SPDR SERIES TRUST | $236.02万 | 0.74% | 15,509 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $233.48万 | 0.73% | 43,665 | 30 | 0.1% | $1,604 | 加仓 |
| ORCL | ORACLE CORP | $225.27万 | 0.70% | 15,372 | 59 | 0.4% | $8,646 | 加仓 |
| — | EXXON MOBIL CORP | $211.36万 | 0.66% | 15,459 | -152 | -1.0% | -$2.08万 | 减仓 |
| IJH | ISHARES TR | $207.06万 | 0.65% | 26,853 | -659 | -2.4% | -$5.08万 | 减仓 |
| ASML | ASML HLDG NV | $201.47万 | 0.63% | 1,013 | 42 | 4.3% | $8.35万 | 加仓 |
| VB | VANGUARD INDEX FDS | $199.64万 | 0.62% | 6,586 | -25 | -0.4% | -$7,578 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $198.55万 | 0.62% | 21,263 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $197.41万 | 0.62% | 20,471 | 3 | 0.0% | $289 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $196.27万 | 0.61% | 2,098 | 8 | 0.4% | $7,484 | 加仓 |
| GLD | SPDR GOLD TR | $192.37万 | 0.60% | 5,222 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $191.68万 | 0.60% | 16,924 | -1,705 | -9.2% | -$19.31万 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $188.81万 | 0.59% | 99,063 | -478 | -0.5% | -$9,111 | 减仓 |
| — | VANECK ETF TRUST | $172.30万 | 0.54% | 77,125 | -250 | -0.3% | -$5,585 | 减仓 |
| HDEF | DBX ETF TR | $166.94万 | 0.52% | 51,942 | -108 | -0.2% | -$3,471 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $156.31万 | 0.49% | 6,980 | 13 | 0.2% | $2,911 | 加仓 |
| CSCO | CISCO SYS INC | $152.45万 | 0.48% | 12,978 | 37 | 0.3% | $4,346 | 加仓 |
| PEP | PEPSICO INC | $151.75万 | 0.47% | 11,208 | 134 | 1.2% | $1.81万 | 加仓 |
| ABBV | ABBVIE INC | $150.90万 | 0.47% | 5,997 | 24 | 0.4% | $6,039 | 加仓 |
| HD | HOME DEPOT INC | $150.64万 | 0.47% | 4,271 | 74 | 1.8% | $2.61万 | 加仓 |
| AMZN | AMAZON COM INC | $149.36万 | 0.47% | 6,267 | -131 | -2.0% | -$3.12万 | 减仓 |
| MCD | MCDONALDS CORP | $148.95万 | 0.47% | 5,510 | 11 | 0.2% | $2,974 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $145.38万 | 0.45% | 3,044 | 25 | 0.8% | $1.19万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $140.36万 | 0.44% | 42,162 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $132.10万 | 0.41% | 1,731 | -85 | -4.7% | -$6.49万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $126.21万 | 0.39% | 11,872 | 2,363 | 24.9% | $25.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $125.63万 | 0.39% | 1,682 | 71 | 4.4% | $5.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $123.61万 | 0.39% | 4,867 | 213 | 4.6% | $5.41万 | 加仓 |
| INTC | INTEL CORP | $122.81万 | 0.38% | 8,795 | -1,615 | -15.5% | -$22.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $122.06万 | 0.38% | 8,324 | 322 | 4.0% | $4.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $120.09万 | 0.38% | 7,245 | 173 | 2.4% | $2.87万 | 加仓 |
| DGRO | ISHARES TR | $118.04万 | 0.37% | 15,574 | -108 | -0.7% | -$8,186 | 减仓 |
| IWM | ISHARES TR | $111.89万 | 0.35% | 3,724 | 1 | 0.0% | $300 | 加仓 |
| KO | COCA COLA CO | $109.94万 | 0.34% | 13,527 | 438 | 3.3% | $3.56万 | 加仓 |
| V | VISA INC | $106.53万 | 0.33% | 3,105 | 158 | 5.4% | $5.42万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $105.12万 | 0.33% | 24,366 | 237 | 1.0% | $1.02万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $102.12万 | 0.32% | 5,513 | 73 | 1.3% | $1.35万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $96.73万 | 0.30% | 54,559 | -5,531 | -9.2% | -$9.81万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $96.68万 | 0.30% | 8,287 | 430 | 5.5% | $5.02万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $95.84万 | 0.30% | 3,408 | -21 | -0.6% | -$5,906 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $90.01万 | 0.28% | 83,420 | 571 | 0.7% | $6,161 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $87.11万 | 0.27% | 16,401 | 179 | 1.1% | $9,507 | 加仓 |
| SUB | ISHARES TR | $86.21万 | 0.27% | 8,097 | 1,289 | 18.9% | $13.72万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $84.70万 | 0.26% | 15,799 | 228 | 1.5% | $1.22万 | 加仓 |
| EFAV | ISHARES TR | $84.35万 | 0.26% | 9,617 | 6 | 0.1% | $526 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $81.66万 | 0.26% | 5,293 | -151 | -2.8% | -$2.33万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $79.22万 | 0.25% | 783 | 28 | 3.7% | $2.83万 | 加仓 |
| KLAC | KLA CORP | $75.43万 | 0.24% | 2,500 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $75.41万 | 0.24% | 1,793 | 15 | 0.8% | $6,309 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $75.12万 | 0.23% | 1,474 | 7 | 0.5% | $3,567 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $72.27万 | 0.23% | 5,654 | 1,870 | 49.4% | $23.90万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $72.01万 | 0.23% | 12,497 | 38 | 0.3% | $2,190 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $71.15万 | 0.22% | 1,419 | 30 | 2.2% | $1.50万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $67.60万 | 0.21% | 13,299 | 1,089 | 8.9% | $5.54万 | 加仓 |
| ETN | EATON CORP PLC | $67.52万 | 0.21% | 1,584 | 141 | 9.8% | $6.01万 | 加仓 |
| HDV | ISHARES TR | $67.20万 | 0.21% | 24,516 | 6 | 0.0% | $164 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $67.15万 | 0.21% | 2,006 | 1 | 0.0% | $335 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $67.03万 | 0.21% | 15,832 | 72 | 0.5% | $3,048 | 加仓 |
| MRK | MERCK & CO INC | $65.50万 | 0.20% | 5,098 | 121 | 2.4% | $1.55万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $65.25万 | 0.20% | 1,842 | -146 | -7.3% | -$5.17万 | 减仓 |
| — | ISHARES ETHEREUM TR | $64.71万 | 0.20% | 54,425 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $64.49万 | 0.20% | 3,031 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $64.44万 | 0.20% | 1,724 | 27 | 1.6% | $1.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $63.80万 | 0.20% | 1,724 | 5 | 0.3% | $1,850 | 加仓 |
| ENB | ENBRIDGE INC | $63.54万 | 0.20% | 11,721 | 72 | 0.6% | $3,903 | 加仓 |