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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $47.55万 | 0.26% | 3,512 | -730 | -17.2% | -$9.88万 | 减仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $45.88万 | 0.26% | 35,133 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $45.35万 | 0.25% | 2,895 | -665 | -18.7% | -$10.42万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $45.33万 | 0.25% | 47,362 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $44.83万 | 0.25% | 14,139 | 4 | 0.0% | $127 | 加仓 |
| PPH | VANECK ETF TRUST | $44.67万 | 0.25% | 4,085 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $44.57万 | 0.25% | 3,005 | -36 | -1.2% | -$5,339 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $44.40万 | 0.25% | 16,030 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $44.35万 | 0.25% | 15,169 | 3,218 | 26.9% | $9.41万 | 加仓 |
| ACWV | ISHARES INC | $43.80万 | 0.24% | 3,643 | 415 | 12.9% | $4.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $43.63万 | 0.24% | 2,976 | 1 | 0.0% | $147 | 加仓 |
| — | CENTRAL & EASTERN EUROPE FD | $43.55万 | 0.24% | 21,192 | 0 | 0.0% | — | 不变 |
| GVIP | GOLDMAN SACHS ETF TR | $43.46万 | 0.24% | 2,303 | -202 | -8.1% | -$3.81万 | 减仓 |
| MS | MORGAN STANLEY | $41.89万 | 0.23% | 2,004 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY 看跌期权 | $41.81万 | 0.23% | 2,000 | 2,000 | — | $41.81万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $41.64万 | 0.23% | 7,306 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $41.03万 | 0.23% | 1,518 | -50 | -3.2% | -$1.35万 | 减仓 |
| VO | VANGUARD INDEX FDS | $40.94万 | 0.23% | 5,081 | -3 | -0.1% | -$242 | 减仓 |
| VOO | VANGUARD INDEX FDS | $40.25万 | 0.22% | 586 | 5 | 0.9% | $3,434 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $40.14万 | 0.22% | 5,902 | -770 | -11.5% | -$5.24万 | 减仓 |
| MELI | MERCADOLIBRE INC | $39.04万 | 0.22% | 230 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $38.78万 | 0.22% | 12,768 | 3,727 | 41.2% | $11.32万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $37.74万 | 0.21% | 1,619 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $37.57万 | 0.21% | 8,158 | -41 | -0.5% | -$1,888 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $36.09万 | 0.20% | 2,025 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $35.37万 | 0.20% | 2,572 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES | $33.85万 | 0.19% | 29,933 | 195 | 0.7% | $2,205 | 加仓 |
| — | CALAMOS ETF TR | $33.19万 | 0.18% | 12,012 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $32.29万 | 0.18% | 4,729 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $32.16万 | 0.18% | 302 | 2 | 0.7% | $2,130 | 加仓 |
| SYK | STRYKER CORPORATION | $32.11万 | 0.18% | 1,020 | 87 | 9.3% | $2.74万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $31.97万 | 0.18% | 33,724 | 1,500 | 4.7% | $1.42万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $31.83万 | 0.18% | 12,247 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $31.82万 | 0.18% | 1,919 | -240 | -11.1% | -$3.98万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $30.94万 | 0.17% | 10,254 | 85 | 0.8% | $2,564 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $30.84万 | 0.17% | 2,242 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $30.78万 | 0.17% | 1,205 | 1,205 | — | $30.78万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $29.69万 | 0.17% | 1,603 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $29.24万 | 0.16% | 3,113 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $28.29万 | 0.16% | 836 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $28.27万 | 0.16% | 3,918 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $27.90万 | 0.16% | 953 | -97 | -9.2% | -$2.84万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.71万 | 0.15% | 8,324 | -334 | -3.9% | -$1.11万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $27.44万 | 0.15% | 7,126 | 66 | 0.9% | $2,541 | 加仓 |
| IVE | ISHARES TR | $27.25万 | 0.15% | 1,200 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $27.09万 | 0.15% | 4,997 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $26.55万 | 0.15% | 880 | 880 | — | $26.55万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $25.95万 | 0.14% | 3,012 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $25.41万 | 0.14% | 2,225 | 5 | 0.2% | $571 | 加仓 |
| RTX | RTX CORPORATION | $25.16万 | 0.14% | 1,326 | 5 | 0.4% | $949 | 加仓 |
| EWG | ISHARES INC | $24.90万 | 0.14% | 6,019 | -167 | -2.7% | -$6,909 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $24.36万 | 0.14% | 3,253 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $23.86万 | 0.13% | 1,917 | -4 | -0.2% | -$498 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $23.78万 | 0.13% | 6,450 | 6,450 | — | $23.78万 | 新建仓 |
| — | ISHARES TR | $23.75万 | 0.13% | 8,522 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $23.30万 | 0.13% | 6,866 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $22.70万 | 0.13% | 8,176 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $22.54万 | 0.13% | 1,270 | -15 | -1.2% | -$2,662 | 减仓 |
| MSTR | STRATEGY INC | $22.36万 | 0.12% | 2,572 | 11 | 0.4% | $956 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $22.30万 | 0.12% | 4,430 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $21.52万 | 0.12% | 10,503 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $21.48万 | 0.12% | 1,076 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $20.84万 | 0.12% | 489 | 489 | — | $20.84万 | 新建仓 |
| XTL | SPDR SERIES TRUST | $20.36万 | 0.11% | 895 | 895 | — | $20.36万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $20.15万 | 0.11% | 467 | 467 | — | $20.15万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $17.47万 | 0.10% | 2,007 | 2,007 | — | $17.47万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN 看跌期权 | $17.41万 | 0.10% | 2,000 | 2,000 | — | $17.41万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $10.97万 | 0.06% | 11,184 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $10.79万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $8.68万 | 0.05% | 300 | 300 | — | $8.68万 | 新建仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $7.22万 | 0.04% | 12,580 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看跌期权 | $7.15万 | 0.04% | 200 | 200 | — | $7.15万 | 新建仓 |
| GOOG | ALPHABET INC 看跌期权 | $3.53万 | 0.02% | 100 | 100 | — | $3.53万 | 新建仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -4,564 | -100.0% | -$25.19万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -297 | -100.0% | -$22.95万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -942 | -100.0% | -$21.29万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -4,253 | -100.0% | -$20.58万 | 清仓 |