Investment Partners Asset Management, Inc.
METUCHEN NJ · SEC CIK 0001384416
$1.62亿2026Q1 申报市值
163持仓数
29.8%前十大占比 · 第一大 5.5%
10 / 7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
AUSF 加仓+$180.05万
PFFA 加仓+$75.70万
IGV 新建仓+$74.12万
NOW 新建仓+$73.29万
PANW 加仓+$63.31万
2026Q1 卖出最多 按季末市值估算
ABRDN GLOBAL DYN 清仓-$96.32万
NUVEEN S&P 500 B 清仓-$53.96万
ADBE 清仓-$50.75万
ORCL 减仓-$44.27万
GSK 减仓-$41.31万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $0 | 0.00% | 0 | -82,605 | -100.0% | -$96.32万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -36,709 | -100.0% | -$53.96万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,450 | -100.0% | -$50.75万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -8,029 | -100.0% | -$40.85万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -372 | -100.0% | -$21.07万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -4,540 | -100.0% | -$20.83万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -11,591 | -100.0% | -$16.93万 | 清仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $6.81万 | 0.04% | 12,580 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $9.69万 | 0.06% | 11,184 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $10.30万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $19.21万 | 0.12% | 10,503 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $20.51万 | 0.13% | 1,050 | -295 | -21.9% | -$5.76万 | 重新持有 |
| CG | CARLYLE GROUP INC | $20.58万 | 0.13% | 4,253 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $21.25万 | 0.13% | 300 | 300 | — | $21.25万 | 新建仓 |
| — | HONEYWELL INTL INC | $21.29万 | 0.13% | 942 | 942 | — | $21.29万 | 新建仓 |
| DTCR | GLOBAL X FDS | $21.66万 | 0.13% | 9,041 | 9,041 | — | $21.66万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $21.93万 | 0.14% | 502 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $21.99万 | 0.14% | 8,176 | -261 | -3.1% | -$7,018 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $22.03万 | 0.14% | 4,430 | 4,430 | — | $22.03万 | 新建仓 |
| VEEV | VEEVA SYS INC | $22.57万 | 0.14% | 1,285 | -25 | -1.9% | -$4,391 | 减仓 |
| — | ISHARES TR | $22.86万 | 0.14% | 8,522 | 360 | 4.4% | $9,656 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $22.95万 | 0.14% | 297 | 297 | — | $22.95万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP IN | $23.13万 | 0.14% | 836 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.79万 | 0.15% | 3,253 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $24.54万 | 0.15% | 6,186 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $25.19万 | 0.16% | 4,564 | -7,485 | -62.1% | -$41.31万 | 减仓 |
| IVE | ISHARES TR | $25.34万 | 0.16% | 1,200 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $25.48万 | 0.16% | 1,321 | -43 | -3.2% | -$8,295 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $25.74万 | 0.16% | 2,242 | -696 | -23.7% | -$7.99万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $25.93万 | 0.16% | 1,603 | -5 | -0.3% | -$809 | 减仓 |
| SHOP | SHOPIFY INC | $26.33万 | 0.16% | 2,220 | 543 | 32.4% | $6.44万 | 加仓 |
| CNX | CNX RES CORP | $26.47万 | 0.16% | 6,866 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $27.05万 | 0.17% | 4,997 | 4,997 | — | $27.05万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $27.38万 | 0.17% | 1,076 | -16 | -1.5% | -$4,072 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $27.90万 | 0.17% | 7,060 | -116 | -1.6% | -$4,584 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $28.18万 | 0.17% | 3,918 | 20 | 0.5% | $1,439 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $28.61万 | 0.18% | 32,224 | 1,727 | 5.7% | $1.53万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $28.88万 | 0.18% | 3,113 | -106 | -3.3% | -$9,833 | 减仓 |
| IVW | ISHARES TR | $29.09万 | 0.18% | 2,572 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $29.23万 | 0.18% | 4,729 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $29.52万 | 0.18% | 1,619 | -5 | -0.3% | -$912 | 减仓 |
| SYK | STRYKER CORPORATION | $30.66万 | 0.19% | 933 | 37 | 4.1% | $1.22万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $31.21万 | 0.19% | 12,247 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $31.96万 | 0.20% | 2,561 | 2 | 0.1% | $250 | 加仓 |
| — | CALAMOS ETF TR | $32.45万 | 0.20% | 12,012 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $32.98万 | 0.20% | 2,004 | 4 | 0.2% | $658 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.26万 | 0.21% | 8,658 | -200 | -2.3% | -$7,684 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $34.10万 | 0.21% | 81 | 12 | 17.4% | $5.05万 | 加仓 |
| ANGL | VANECK ETF TRUST | $34.32万 | 0.21% | 11,951 | 2,927 | 32.4% | $8.41万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $34.72万 | 0.21% | 581 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES | $35.83万 | 0.22% | 29,738 | -7,175 | -19.4% | -$8.65万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $36.04万 | 0.22% | 10,169 | 150 | 1.5% | $5,316 | 加仓 |
| VO | VANGUARD INDEX FDS | $36.50万 | 0.23% | 1,271 | 0 | 0.0% | — | 不变 |
| GVIP | GOLDMAN SACHS ETF TR | $36.50万 | 0.23% | 2,505 | 582 | 30.3% | $8.48万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $37.77万 | 0.23% | 8,199 | -25 | -0.3% | -$1,152 | 减仓 |
| IJR | ISHARES TR | $37.80万 | 0.23% | 3,041 | -152 | -4.8% | -$1.89万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $38.09万 | 0.24% | 1,921 | -725 | -27.4% | -$14.38万 | 减仓 |
| HEDJ | WISDOMTREE TR | $38.21万 | 0.24% | 7,306 | -100 | -1.4% | -$5,230 | 减仓 |
| ACWV | ISHARES INC | $38.58万 | 0.24% | 3,228 | 0 | 0.0% | — | 不变 |
| — | CENTRAL & EASTERN EUROPE FD | $38.78万 | 0.24% | 21,192 | -100 | -0.5% | -$1,830 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $38.82万 | 0.24% | 6,672 | 1,718 | 34.7% | $10.00万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $39.67万 | 0.24% | 16,030 | -1,469 | -8.4% | -$3.64万 | 减仓 |
| MELI | MERCADOLIBRE INC | $39.77万 | 0.25% | 230 | 1 | 0.4% | $1,729 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $40.83万 | 0.25% | 47,362 | -27 | -0.1% | -$233 | 减仓 |
| XBI | SPDR SERIES TRUST | $41.81万 | 0.26% | 3,273 | 0 | 0.0% | — | 不变 |
| PPH | VANECK ETF TRUST | $42.44万 | 0.26% | 4,085 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $42.97万 | 0.27% | 2,975 | 1 | 0.0% | $144 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $43.37万 | 0.27% | 14,135 | -300 | -2.1% | -$9,204 | 减仓 |
| EPS | WISDOMTREE TR | $43.40万 | 0.27% | 6,372 | 6,372 | — | $43.40万 | 新建仓 |
| CVX | CHEVRON CORP NEW | $44.68万 | 0.28% | 2,159 | 7 | 0.3% | $1,449 | 加仓 |
| WRB | BERKLEY W R CORP | $44.74万 | 0.28% | 6,750 | 0 | 0.0% | — | 不变 |
| — | PGIM HIGH YIELD BOND FUND IN | $46.23万 | 0.29% | 35,133 | -47 | -0.1% | -$619 | 减仓 |
| HACK | AMPLIFY ETF TR | $46.24万 | 0.29% | 6,158 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $47.72万 | 0.29% | 5,839 | 442 | 8.2% | $3.61万 | 加仓 |
| ABBV | ABBVIE INC | $47.88万 | 0.30% | 2,201 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDL AVERAGE | $47.89万 | 0.30% | 1,034 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP | $48.63万 | 0.30% | 38,747 | 6,375 | 19.7% | $8.00万 | 加仓 |
| MRK | MERCK & CO INC | $48.73万 | 0.30% | 4,051 | 4 | 0.1% | $481 | 加仓 |
| MCD | MCDONALDS CORP | $48.73万 | 0.30% | 1,568 | 5 | 0.3% | $1,554 | 加仓 |
| WMB | WILLIAMS COS INC | $49.19万 | 0.30% | 6,759 | 10 | 0.1% | $728 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $52.51万 | 0.32% | 5,241 | -200 | -3.7% | -$2.00万 | 减仓 |
| PAVE | GLOBAL X FDS | $53.19万 | 0.33% | 10,469 | -372 | -3.4% | -$1.89万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $54.71万 | 0.34% | 4,178 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $55.28万 | 0.34% | 2,527 | -415 | -14.1% | -$9.08万 | 减仓 |
| SHV | ISHARES TR | $56.35万 | 0.35% | 5,105 | -170 | -3.2% | -$1.88万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $56.39万 | 0.35% | 9,297 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $57.48万 | 0.35% | 21,328 | 160 | 0.8% | $4,312 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $57.82万 | 0.36% | 3,944 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $58.41万 | 0.36% | 36,350 | 36,350 | — | $58.41万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $58.44万 | 0.36% | 11,998 | -352 | -2.9% | -$1.71万 | 减仓 |
| CB | CHUBB LIMITED | $58.47万 | 0.36% | 1,794 | 419 | 30.5% | $13.66万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $59.23万 | 0.37% | 2,915 | 975 | 50.3% | $19.81万 | 加仓 |
| ADI | ANALOG DEVICES INC | $60.67万 | 0.37% | 1,907 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $64.17万 | 0.40% | 5,164 | -263 | -4.8% | -$3.27万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $64.91万 | 0.40% | 27,401 | -9,627 | -26.0% | -$22.81万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $65.57万 | 0.40% | 25,335 | 1,735 | 7.4% | $4.49万 | 加仓 |
| PEP | PEPSICO INC | $65.87万 | 0.41% | 4,242 | -169 | -3.8% | -$2.62万 | 减仓 |
| IWM | ISHARES TR | $66.44万 | 0.41% | 2,679 | -946 | -26.1% | -$23.46万 | 减仓 |
| CRM | SALESFORCE INC | $66.45万 | 0.41% | 3,560 | -288 | -7.5% | -$5.38万 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $67.10万 | 0.41% | 152,845 | -32,758 | -17.6% | -$14.38万 | 减仓 |