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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $889.73万 | 5.49% | 35,058 | -125 | -0.4% | -$3.17万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $613.65万 | 3.79% | 108,266 | 3,276 | 3.1% | $18.57万 | 加仓 |
| PFFV | GLOBAL X FDS | $553.75万 | 3.42% | 253,685 | 19,384 | 8.3% | $42.31万 | 加仓 |
| GOOGL | ALPHABET INC | $493.99万 | 3.05% | 17,179 | -250 | -1.4% | -$7.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $473.40万 | 2.92% | 12,789 | 265 | 2.1% | $9.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $425.24万 | 2.63% | 24,383 | 79 | 0.3% | $1.38万 | 加仓 |
| PYLD | PIMCO ETF TR | $401.98万 | 2.48% | 153,426 | 18,961 | 14.1% | $49.68万 | 加仓 |
| SPYI | NEOS ETF TRUST | $357.52万 | 2.21% | 72,416 | 1,881 | 2.7% | $9.29万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $333.17万 | 2.06% | 60,009 | 5,685 | 10.5% | $31.56万 | 加仓 |
| STIP | ISHARES TR | $284.68万 | 1.76% | 27,524 | 918 | 3.5% | $9.49万 | 加仓 |
| META | META PLATFORMS INC | $259.35万 | 1.60% | 4,533 | 46 | 1.0% | $2.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $250.50万 | 1.55% | 2,961 | -76 | -2.5% | -$6.43万 | 减仓 |
| QQQ | INVESCO QQQ TR | $242.60万 | 1.50% | 4,203 | -33 | -0.8% | -$1.90万 | 减仓 |
| T | AT&T INC | $240.80万 | 1.49% | 83,064 | -164 | -0.2% | -$4,754 | 减仓 |
| GOOG | ALPHABET INC | $234.65万 | 1.45% | 8,180 | -115 | -1.4% | -$3.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $218.30万 | 1.35% | 9,006 | -28 | -0.3% | -$6,787 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $214.14万 | 1.32% | 46,724 | 668 | 1.5% | $3.06万 | 加仓 |
| AUSF | GLOBAL X FDS | $213.76万 | 1.32% | 44,212 | 37,238 | 534.0% | $180.05万 | 加仓 |
| AMZN | AMAZON COM INC | $210.48万 | 1.30% | 10,106 | 86 | 0.9% | $1.79万 | 加仓 |
| PFFA | ETFIS SER TR I | $210.23万 | 1.30% | 103,258 | 37,182 | 56.3% | $75.70万 | 加仓 |
| GCOW | PACER FDS TR | $209.24万 | 1.29% | 45,250 | 326 | 0.7% | $1.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $193.62万 | 1.20% | 7,921 | 12 | 0.2% | $2,933 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $178.83万 | 1.10% | 35,623 | 2,436 | 7.3% | $12.23万 | 加仓 |
| SGOL | ETFS GOLD TR | $176.08万 | 1.09% | 39,463 | -8,684 | -18.0% | -$38.75万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $173.73万 | 1.07% | 5,906 | 16 | 0.3% | $4,707 | 加仓 |
| COWZ | PACER FDS TR | $173.35万 | 1.07% | 27,710 | -739 | -2.6% | -$4.62万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $168.97万 | 1.04% | 33,963 | 5,655 | 20.0% | $28.13万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $157.97万 | 0.98% | 39,661 | -1,602 | -3.9% | -$6.38万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $151.46万 | 0.94% | 24,053 | 7,214 | 42.8% | $45.43万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $144.16万 | 0.89% | 28,405 | 7,640 | 36.8% | $38.77万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $142.28万 | 0.88% | 74,885 | 31,226 | 71.5% | $59.33万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $132.28万 | 0.82% | 2,034 | -12 | -0.6% | -$7,804 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $131.30万 | 0.81% | 2,740 | 22 | 0.8% | $1.05万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $125.57万 | 0.78% | 23,872 | 364 | 1.5% | $1.91万 | 加仓 |
| DGRO | ISHARES TR | $124.91万 | 0.77% | 17,799 | 1,336 | 8.1% | $9.38万 | 加仓 |
| LLY | ELI LILLY & CO | $119.94万 | 0.74% | 1,304 | 52 | 4.2% | $4.78万 | 加仓 |
| BIZD | VANECK ETF TRUST | $119.48万 | 0.74% | 93,347 | -1,026 | -1.1% | -$1.31万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $116.66万 | 0.72% | 7,277 | 3,949 | 118.7% | $63.31万 | 加仓 |
| ICOW | PACER FDS TR | $115.66万 | 0.71% | 27,252 | -150 | -0.5% | -$6,366 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $113.14万 | 0.70% | 3,349 | -251 | -7.0% | -$8.48万 | 减仓 |
| EEMV | ISHARES INC | $109.66万 | 0.68% | 16,941 | 108 | 0.6% | $6,991 | 加仓 |
| QCOM | QUALCOMM INC | $107.39万 | 0.66% | 8,339 | 377 | 4.7% | $4.85万 | 加仓 |
| CSCO | CISCO SYS INC | $102.43万 | 0.63% | 13,202 | -2 | -0.0% | -$155 | 减仓 |
| V | VISA INC | $102.25万 | 0.63% | 3,383 | 46 | 1.4% | $1.39万 | 加仓 |
| SO | SOUTHERN CO | $96.86万 | 0.60% | 10,036 | -108 | -1.1% | -$1.04万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $96.07万 | 0.59% | 7,333 | -2,908 | -28.4% | -$38.10万 | 减仓 |
| KO | COCA COLA CO | $94.21万 | 0.58% | 12,388 | 42 | 0.3% | $3,194 | 加仓 |
| ASML | ASML HOLDING N V | $93.51万 | 0.58% | 708 | -4 | -0.6% | -$5,283 | 减仓 |
| ARCC | ARES CAPITAL CORP | $91.27万 | 0.56% | 50,647 | -14,329 | -22.1% | -$25.82万 | 减仓 |
| AVGO | BROADCOM INC | $91.21万 | 0.56% | 2,947 | -34 | -1.1% | -$1.05万 | 减仓 |
| — | EXXON MOBIL CORP | $91.02万 | 0.56% | 5,365 | -107 | -2.0% | -$1.82万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $89.22万 | 0.55% | 26,608 | -140 | -0.5% | -$4,694 | 减仓 |
| LRCX | LAM RESEARCH CORP | $88.03万 | 0.54% | 4,120 | -135 | -3.2% | -$2.88万 | 减仓 |
| BX | BLACKSTONE INC | $86.31万 | 0.53% | 7,506 | -213 | -2.8% | -$2.45万 | 减仓 |
| ORCL | ORACLE CORP | $85.88万 | 0.53% | 5,838 | -3,009 | -34.0% | -$44.27万 | 减仓 |
| GE | GE AEROSPACE | $84.09万 | 0.52% | 2,963 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $83.29万 | 0.51% | 17,820 | -557 | -3.0% | -$2.60万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $80.60万 | 0.50% | 15,925 | 1,212 | 8.2% | $6.13万 | 加仓 |
| ACWI | ISHARES TR | $78.08万 | 0.48% | 5,643 | 3,702 | 190.7% | $51.22万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $77.62万 | 0.48% | 779 | 2 | 0.3% | $1,993 | 加仓 |
| USMV | ISHARES TR | $74.22万 | 0.46% | 8,003 | 41 | 0.5% | $3,802 | 加仓 |
| HDV | ISHARES TR | $74.16万 | 0.46% | 5,464 | -85 | -1.5% | -$1.15万 | 减仓 |
| IGV | ISHARES TR | $74.12万 | 0.46% | 9,259 | 9,259 | — | $74.12万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $73.43万 | 0.45% | 14,874 | -473 | -3.1% | -$2.34万 | 减仓 |
| NOW | SERVICENOW INC | $73.29万 | 0.45% | 7,010 | 7,010 | — | $73.29万 | 新建仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $72.04万 | 0.44% | 17,006 | -95 | -0.6% | -$4,024 | 减仓 |
| DES | WISDOMTREE TR | $70.34万 | 0.43% | 19,571 | 217 | 1.1% | $7,799 | 加仓 |
| GLD | SPDR GOLD TR | $70.05万 | 0.43% | 1,628 | -120 | -6.9% | -$5.16万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $69.31万 | 0.43% | 5,215 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $69.05万 | 0.43% | 791 | -16 | -2.0% | -$1.40万 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $67.10万 | 0.41% | 152,845 | -32,758 | -17.6% | -$14.38万 | 减仓 |
| CRM | SALESFORCE INC | $66.45万 | 0.41% | 3,560 | -288 | -7.5% | -$5.38万 | 减仓 |
| IWM | ISHARES TR | $66.44万 | 0.41% | 2,679 | -946 | -26.1% | -$23.46万 | 减仓 |
| PEP | PEPSICO INC | $65.87万 | 0.41% | 4,242 | -169 | -3.8% | -$2.62万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $65.57万 | 0.40% | 25,335 | 1,735 | 7.4% | $4.49万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $64.91万 | 0.40% | 27,401 | -9,627 | -26.0% | -$22.81万 | 减仓 |
| WMT | WALMART INC | $64.17万 | 0.40% | 5,164 | -263 | -4.8% | -$3.27万 | 减仓 |
| ADI | ANALOG DEVICES INC | $60.67万 | 0.37% | 1,907 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $59.23万 | 0.37% | 2,915 | 975 | 50.3% | $19.81万 | 加仓 |
| CB | CHUBB LIMITED | $58.47万 | 0.36% | 1,794 | 419 | 30.5% | $13.66万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $58.44万 | 0.36% | 11,998 | -352 | -2.9% | -$1.71万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $58.41万 | 0.36% | 36,350 | 36,350 | — | $58.41万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $57.82万 | 0.36% | 3,944 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $57.48万 | 0.35% | 21,328 | 160 | 0.8% | $4,312 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $56.39万 | 0.35% | 9,297 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $56.35万 | 0.35% | 5,105 | -170 | -3.2% | -$1.88万 | 减仓 |
| ITA | ISHARES TR | $55.28万 | 0.34% | 2,527 | -415 | -14.1% | -$9.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $54.71万 | 0.34% | 4,178 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $53.19万 | 0.33% | 10,469 | -372 | -3.4% | -$1.89万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $52.51万 | 0.32% | 5,241 | -200 | -3.7% | -$2.00万 | 减仓 |
| WMB | WILLIAMS COS INC | $49.19万 | 0.30% | 6,759 | 10 | 0.1% | $728 | 加仓 |
| MCD | MCDONALDS CORP | $48.73万 | 0.30% | 1,568 | 5 | 0.3% | $1,554 | 加仓 |
| MRK | MERCK & CO INC | $48.73万 | 0.30% | 4,051 | 4 | 0.1% | $481 | 加仓 |
| CIM | CHIMERA INVT CORP | $48.63万 | 0.30% | 38,747 | 6,375 | 19.7% | $8.00万 | 加仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $47.89万 | 0.30% | 1,034 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $47.88万 | 0.30% | 2,201 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $47.72万 | 0.29% | 5,839 | 442 | 8.2% | $3.61万 | 加仓 |
| HACK | AMPLIFY ETF TR | $46.24万 | 0.29% | 6,158 | 0 | 0.0% | — | 不变 |
| — | PGIM HIGH YIELD BOND FUND IN | $46.23万 | 0.29% | 35,133 | -47 | -0.1% | -$619 | 减仓 |
| WRB | BERKLEY W R CORP | $44.74万 | 0.28% | 6,750 | 0 | 0.0% | — | 不变 |