Investment Partners Asset Management, Inc.
METUCHEN NJ · SEC CIK 0001384416
$1.80亿2026Q2 申报市值
173持仓数
29.4%前十大占比 · 第一大 5.5%
14 / 4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
NOW 加仓+$77.33万
INNOVATOR ETFS T 新建仓+$61.90万
IMCG 新建仓+$56.64万
MSFT 加仓+$47.41万
JEPI 加仓+$32.94万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$131.94万
EEMV 减仓-$64.41万
QCOM 减仓-$43.94万
GSK 清仓-$25.19万
ACWI 减仓-$24.00万
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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $64.16万 | 0.36% | 4,044 | 100 | 2.5% | $1.59万 | 加仓 |
| ACWI | ISHARES TR | $64.58万 | 0.36% | 4,114 | -1,529 | -27.1% | -$24.00万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $65.01万 | 0.36% | 2,903 | -12 | -0.4% | -$2,687 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $67.76万 | 0.38% | 36,350 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD | $70.31万 | 0.39% | 152,524 | -321 | -0.2% | -$1,480 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $70.42万 | 0.39% | 25,522 | 187 | 0.7% | $5,159 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $70.80万 | 0.39% | 16,886 | -120 | -0.7% | -$5,032 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $72.69万 | 0.40% | 777 | -2 | -0.3% | -$1,871 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $75.22万 | 0.42% | 31,726 | 4,325 | 15.8% | $10.25万 | 加仓 |
| ADI | ANALOG DEVICES INC | $75.78万 | 0.42% | 1,908 | 1 | 0.1% | $397 | 加仓 |
| USMV | ISHARES TR | $77.20万 | 0.43% | 8,004 | 1 | 0.0% | $96 | 加仓 |
| DES | WISDOMTREE TR | $79.09万 | 0.44% | 19,442 | -129 | -0.7% | -$5,248 | 减仓 |
| IWM | ISHARES TR | $79.29万 | 0.44% | 2,639 | -40 | -1.5% | -$1.20万 | 减仓 |
| — | EXXON MOBIL CORP | $79.48万 | 0.44% | 5,813 | 448 | 8.4% | $6.13万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $79.74万 | 0.44% | 14,874 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $79.95万 | 0.44% | 8,825 | -434 | -4.7% | -$3.93万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $81.75万 | 0.45% | 7,278 | -55 | -0.8% | -$6,178 | 减仓 |
| HDV | ISHARES TR | $83.41万 | 0.46% | 30,429 | 3,109 | 11.4% | $8.52万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $84.25万 | 0.47% | 16,660 | 735 | 4.6% | $3.72万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $84.48万 | 0.47% | 26,425 | -183 | -0.7% | -$5,850 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $85.15万 | 0.47% | 17,695 | -125 | -0.7% | -$6,015 | 减仓 |
| ORCL | ORACLE CORP | $86.23万 | 0.48% | 5,884 | 46 | 0.8% | $6,741 | 加仓 |
| FTNT | FORTINET INC | $87.73万 | 0.49% | 5,711 | -128 | -2.2% | -$1.97万 | 减仓 |
| BX | BLACKSTONE INC | $88.32万 | 0.49% | 7,506 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $90.70万 | 0.50% | 772 | -19 | -2.4% | -$2.23万 | 减仓 |
| SO | SOUTHERN CO | $96.07万 | 0.53% | 10,038 | 2 | 0.0% | $191 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $99.36万 | 0.55% | 5,215 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $99.57万 | 0.55% | 53,734 | 3,087 | 6.1% | $5.72万 | 加仓 |
| KO | COCA COLA CO | $100.77万 | 0.56% | 12,399 | 11 | 0.1% | $894 | 加仓 |
| GE | GE AEROSPACE | $109.96万 | 0.61% | 2,942 | -21 | -0.7% | -$7,849 | 减仓 |
| QCOM | QUALCOMM INC | $110.15万 | 0.61% | 5,961 | -2,378 | -28.5% | -$43.94万 | 减仓 |
| AVGO | BROADCOM INC | $111.32万 | 0.62% | 2,947 | 0 | 0.0% | — | 不变 |
| ICOW | PACER FDS TR | $113.45万 | 0.63% | 27,252 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $113.46万 | 0.63% | 3,307 | -76 | -2.2% | -$2.61万 | 减仓 |
| BIZD | VANECK ETF TRUST | $120.40万 | 0.67% | 95,101 | 1,754 | 1.9% | $2.22万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $130.33万 | 0.72% | 23,538 | -334 | -1.4% | -$1.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $134.71万 | 0.75% | 2,692 | -48 | -1.8% | -$2.40万 | 减仓 |
| ASML | ASML HLDG NV | $139.66万 | 0.78% | 702 | -6 | -0.8% | -$1.19万 | 减仓 |
| NOW | SERVICENOW INC | $146.92万 | 0.82% | 14,799 | 7,789 | 111.1% | $77.33万 | 加仓 |
| SGOL | ETFS GOLD TR | $148.22万 | 0.82% | 38,770 | -693 | -1.8% | -$2.65万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $148.70万 | 0.83% | 40,058 | 397 | 1.0% | $1.47万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $150.03万 | 0.83% | 29,586 | 1,181 | 4.2% | $5.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $151.15万 | 0.84% | 2,024 | -10 | -0.5% | -$7,468 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $151.60万 | 0.84% | 35,804 | 181 | 0.5% | $7,664 | 加仓 |
| CSCO | CISCO SYS INC | $155.09万 | 0.86% | 13,204 | 2 | 0.0% | $235 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $159.64万 | 0.89% | 82,759 | 7,874 | 10.5% | $15.19万 | 加仓 |
| DGRO | ISHARES TR | $160.43万 | 0.89% | 21,168 | 3,369 | 18.9% | $25.53万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $162.24万 | 0.90% | 3,744 | -376 | -9.1% | -$16.29万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $163.76万 | 0.91% | 24,689 | 636 | 2.6% | $4.22万 | 加仓 |
| T | AT&T INC | $165.82万 | 0.92% | 80,107 | -2,957 | -3.6% | -$6.12万 | 减仓 |
| LLY | ELI LILLY & CO | $168.88万 | 0.94% | 1,408 | 104 | 8.0% | $12.47万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $169.16万 | 0.94% | 33,989 | 26 | 0.1% | $1,294 | 加仓 |
| COWZ | PACER FDS TR | $179.10万 | 1.00% | 28,794 | 1,084 | 3.9% | $6.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $193.48万 | 1.08% | 5,911 | 5 | 0.1% | $1,637 | 加仓 |
| GCOW | PACER FDS TR | $195.98万 | 1.09% | 45,261 | 11 | 0.0% | $476 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $200.77万 | 1.12% | 7,905 | -16 | -0.2% | -$4,064 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $221.53万 | 1.23% | 48,060 | 1,336 | 2.9% | $6.16万 | 加仓 |
| AUSF | GLOBAL X FDS | $223.05万 | 1.24% | 45,650 | 1,438 | 3.3% | $7.03万 | 加仓 |
| PFFA | ETFIS SER TR I | $236.65万 | 1.32% | 115,046 | 11,788 | 11.4% | $24.25万 | 加仓 |
| AMZN | AMAZON COM INC | $239.91万 | 1.33% | 10,066 | -40 | -0.4% | -$9,534 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $241.89万 | 1.34% | 7,093 | -184 | -2.5% | -$6.27万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $244.48万 | 1.36% | 8,694 | -312 | -3.5% | -$8.77万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $254.64万 | 1.42% | 2,206 | -1,143 | -34.1% | -$131.94万 | 减仓 |
| META | META PLATFORMS INC | $263.62万 | 1.47% | 4,680 | 147 | 3.2% | $8.28万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $281.57万 | 1.57% | 2,784 | -177 | -6.0% | -$17.90万 | 减仓 |
| GOOG | ALPHABET INC | $284.08万 | 1.58% | 8,040 | -140 | -1.7% | -$4.95万 | 减仓 |
| STIP | ISHARES TR | $303.55万 | 1.69% | 29,713 | 2,189 | 8.0% | $22.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $306.60万 | 1.70% | 4,163 | -40 | -1.0% | -$2.95万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $367.73万 | 2.04% | 59,833 | -176 | -0.3% | -$1.08万 | 减仓 |
| SPYI | NEOS ETF TRUST | $385.94万 | 2.15% | 72,695 | 279 | 0.4% | $1.48万 | 加仓 |
| PYLD | PIMCO ETF TR | $413.86万 | 2.30% | 156,057 | 2,631 | 1.7% | $6.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $484.44万 | 2.69% | 24,211 | -172 | -0.7% | -$3.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $524.45万 | 2.92% | 14,060 | 1,271 | 9.9% | $47.41万 | 加仓 |
| PFFV | GLOBAL X FDS | $569.07万 | 3.16% | 258,318 | 4,633 | 1.8% | $10.21万 | 加仓 |
| GOOGL | ALPHABET INC | $604.24万 | 3.36% | 16,908 | -271 | -1.6% | -$9.68万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $644.43万 | 3.58% | 114,098 | 5,832 | 5.4% | $32.94万 | 加仓 |
| AAPL | APPLE INC | $994.50万 | 5.53% | 34,369 | -689 | -2.0% | -$19.94万 | 减仓 |