Ipsen Advisor Group LLC
LITTLE ROCK AR · SEC CIK 0001964922
$1.55亿2026Q2 申报市值
107持仓数
39.7%前十大占比 · 第一大 5.1%
7 / 5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
FDL 新建仓+$261.52万
ILCV 加仓+$252.03万
JBHT 新建仓+$115.02万
SYY 新建仓+$70.21万
VBK 新建仓+$20.60万
2026Q2 卖出最多 按季末市值估算
NOBL 清仓-$246.31万
XLF 清仓-$145.30万
IXJ 清仓-$123.61万
TSN 清仓-$69.13万
BRK/B 减仓-$47.29万
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 |
|---|---|---|---|---|---|---|---|---|
| IMCG | ISHARES TR | $792.81万 | 5.10% | 80,652 | 151 | 0.2% | $1.48万 | 加仓 |
| IMCV | ISHARES TR | $781.49万 | 5.03% | 85,523 | 589 | 0.7% | $5.38万 | 加仓 |
| ISCG | ISHARES TR | $760.17万 | 4.89% | 115,986 | 493 | 0.4% | $3.23万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $698.56万 | 4.49% | 116,107 | 523 | 0.5% | $3.15万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $660.89万 | 4.25% | 45,186 | -973 | -2.1% | -$14.23万 | 减仓 |
| ILCG | ISHARES TR | $618.59万 | 3.98% | 52,862 | 34 | 0.1% | $3,979 | 加仓 |
| DBEF | DBX ETF TR | $492.46万 | 3.17% | 90,144 | 900 | 1.0% | $4.92万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $492.42万 | 3.17% | 108,249 | 2,330 | 2.2% | $10.60万 | 加仓 |
| — | ISHARES TR | $440.96万 | 2.84% | 102,597 | 390 | 0.4% | $1.68万 | 加仓 |
| ISCV | ISHARES TR | $438.36万 | 2.82% | 55,971 | 160 | 0.3% | $1.25万 | 加仓 |
| INTF | ISHARES TR | $424.24万 | 2.73% | 103,574 | 4,796 | 4.9% | $19.64万 | 加仓 |
| ILCV | ISHARES TR | $369.69万 | 2.38% | 36,517 | 24,895 | 214.2% | $252.03万 | 加仓 |
| FLO | FLOWERS FOODS INC | $350.32万 | 2.25% | 443,439 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $306.56万 | 1.97% | 39,829 | 1 | 0.0% | $77 | 加仓 |
| LIT | GLOBAL X FDS | $290.40万 | 1.87% | 37,097 | -8 | -0.0% | -$626 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $284.33万 | 1.83% | 65,909 | 675 | 1.0% | $2.91万 | 加仓 |
| AAPL | APPLE INC | $280.43万 | 1.80% | 9,691 | -278 | -2.8% | -$8.04万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $261.52万 | 1.68% | 53,745 | 53,745 | — | $261.52万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $253.73万 | 1.63% | 69,457 | 2,093 | 3.1% | $7.65万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $246.55万 | 1.59% | 48,831 | 705 | 1.5% | $3.56万 | 加仓 |
| WMT | WALMART INC | $216.00万 | 1.39% | 19,071 | 1,265 | 7.1% | $14.33万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $206.77万 | 1.33% | 52,653 | 4,865 | 10.2% | $19.10万 | 加仓 |
| ESGU | ISHARES TR | $189.14万 | 1.22% | 11,556 | 27 | 0.2% | $4,419 | 加仓 |
| IAU | ISHARES GOLD TR | $187.23万 | 1.20% | 24,795 | -896 | -3.5% | -$6.77万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $171.79万 | 1.10% | 5,670 | -230 | -3.9% | -$6.97万 | 减仓 |
| DVYE | ISHARES INC | $160.95万 | 1.04% | 49,938 | 1,312 | 2.7% | $4.23万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $160.52万 | 1.03% | 57,742 | 1,511 | 2.7% | $4.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $153.62万 | 0.99% | 2,086 | -13 | -0.6% | -$9,573 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $149.29万 | 0.96% | 13,631 | 1,305 | 10.6% | $14.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $140.98万 | 0.91% | 4,307 | -12 | -0.3% | -$3,928 | 减仓 |
| ESGD | ISHARES TR | $130.24万 | 0.84% | 12,668 | 269 | 2.2% | $2.77万 | 加仓 |
| VFH | VANGUARD WORLD FD | $126.28万 | 0.81% | 9,595 | 61 | 0.6% | $8,028 | 加仓 |
| QUAL | ISHARES TR | $124.28万 | 0.80% | 5,664 | 10 | 0.2% | $2,194 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $124.12万 | 0.80% | 7,823 | 34 | 0.4% | $5,395 | 加仓 |
| DGRO | ISHARES TR | $121.63万 | 0.78% | 16,049 | 51 | 0.3% | $3,865 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $117.48万 | 0.76% | 22,119 | 155 | 0.7% | $8,232 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $115.02万 | 0.74% | 3,974 | 3,974 | — | $115.02万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $110.14万 | 0.71% | 27,834 | 1,911 | 7.4% | $7.56万 | 加仓 |
| AVGO | BROADCOM INC | $109.74万 | 0.71% | 2,905 | -593 | -17.0% | -$22.40万 | 减仓 |
| PEP | PEPSICO INC | $109.47万 | 0.70% | 8,085 | 104 | 1.3% | $1.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $104.83万 | 0.67% | 2,810 | 56 | 2.0% | $2.09万 | 加仓 |
| TXN | TEXAS INSTRS INC | $102.09万 | 0.66% | 3,425 | -75 | -2.1% | -$2.24万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $94.36万 | 0.61% | 933 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $90.28万 | 0.58% | 9,738 | 42 | 0.4% | $3,894 | 加仓 |
| ADI | ANALOG DEVICES INC | $81.55万 | 0.52% | 2,053 | -321 | -13.5% | -$12.75万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $79.52万 | 0.51% | 15,645 | 59 | 0.4% | $2,999 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $76.84万 | 0.49% | 7,119 | 89 | 1.3% | $9,606 | 加仓 |
| WM | WASTE MGMT INC DEL | $76.06万 | 0.49% | 3,412 | -58 | -1.7% | -$1.29万 | 减仓 |
| AMGN | AMGEN INC | $74.51万 | 0.48% | 2,057 | -101 | -4.7% | -$3.66万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $73.10万 | 0.47% | 2,969 | -196 | -6.2% | -$4.83万 | 减仓 |
| SYY | SYSCO CORP | $70.21万 | 0.45% | 8,401 | 8,401 | — | $70.21万 | 新建仓 |
| ALL | ALLSTATE CORP | $69.69万 | 0.45% | 2,929 | -69 | -2.3% | -$1.64万 | 减仓 |
| OKE | ONEOK INC NEW | $67.61万 | 0.43% | 7,777 | -37 | -0.5% | -$3,217 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.31万 | 0.43% | 4,259 | 21 | 0.5% | $3,319 | 加仓 |
| UNP | UNION PAC CORP | $67.31万 | 0.43% | 2,475 | 13 | 0.5% | $3,535 | 加仓 |
| — | EXXON MOBIL CORP | $67.28万 | 0.43% | 4,921 | -293 | -5.6% | -$4.01万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $66.48万 | 0.43% | 3,589 | 9 | 0.3% | $1,667 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $66.21万 | 0.43% | 6,159 | -39 | -0.6% | -$4,192 | 减仓 |
| V | VISA INC | $65.71万 | 0.42% | 1,915 | 4 | 0.2% | $1,373 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $62.56万 | 0.40% | 10,857 | -274 | -2.5% | -$1.58万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $60.82万 | 0.39% | 7,061 | -295 | -4.0% | -$2.54万 | 减仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $60.17万 | 0.39% | 25,196 | -4,627 | -15.5% | -$11.05万 | 减仓 |
| IVV | ISHARES TR | $60.02万 | 0.39% | 802 | 3 | 0.4% | $2,245 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $59.53万 | 0.38% | 1,168 | 11 | 1.0% | $5,606 | 加仓 |
| CAT | CATERPILLAR INC | $58.00万 | 0.37% | 545 | -13 | -2.3% | -$1.38万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $57.92万 | 0.37% | 776 | -13 | -1.6% | -$9,703 | 减仓 |
| NEE | NEXTERA ENERGY INC | $57.20万 | 0.37% | 6,518 | -29 | -0.4% | -$2,545 | 减仓 |
| EOG | EOG RES INC | $56.66万 | 0.36% | 4,368 | -144 | -3.2% | -$1.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.29万 | 0.36% | 1,125 | -945 | -45.7% | -$47.29万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $55.38万 | 0.36% | 5,045 | 411 | 8.9% | $4.51万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $53.40万 | 0.34% | 7,000 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $52.92万 | 0.34% | 3,993 | 99 | 2.5% | $1.31万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $52.85万 | 0.34% | 10,038 | 679 | 7.3% | $3.57万 | 加仓 |
| IQLT | ISHARES TR | $52.15万 | 0.34% | 10,525 | 156 | 1.5% | $7,730 | 加仓 |
| ESML | ISHARES TR | $48.99万 | 0.32% | 8,760 | 248 | 2.9% | $1.39万 | 加仓 |
| CLX | CLOROX CO DEL | $48.18万 | 0.31% | 5,048 | 355 | 7.6% | $3.39万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $48.02万 | 0.31% | 4,890 | -21 | -0.4% | -$2,062 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $47.80万 | 0.31% | 3,633 | 133 | 3.8% | $1.75万 | 加仓 |
| MDT | MEDTRONIC PLC | $47.06万 | 0.30% | 6,015 | -86 | -1.4% | -$6,728 | 减仓 |
| EMR | EMERSON ELEC CO | $46.12万 | 0.30% | 3,221 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $43.89万 | 0.28% | 4,837 | 151 | 3.2% | $1.37万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $42.40万 | 0.27% | 12,530 | -495 | -3.8% | -$1.68万 | 减仓 |
| VGT | VANGUARD WORLD FD | $41.82万 | 0.27% | 3,499 | -125 | -3.4% | -$1.49万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $40.96万 | 0.26% | 5,302 | 40 | 0.8% | $3,090 | 加仓 |
| VO | VANGUARD INDEX FDS | $40.43万 | 0.26% | 5,018 | -86 | -1.7% | -$6,929 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $38.43万 | 0.25% | 411 | -300 | -42.2% | -$28.05万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $37.52万 | 0.24% | 5,050 | 39 | 0.8% | $2,898 | 加仓 |
| HSY | HERSHEY CO | $37.05万 | 0.24% | 2,112 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $36.63万 | 0.24% | 1,283 | -13 | -1.0% | -$3,712 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $36.16万 | 0.23% | 5,961 | 866 | 17.0% | $5.25万 | 加仓 |
| MCD | MCDONALDS CORP | $34.64万 | 0.22% | 1,281 | 5 | 0.4% | $1,352 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $30.43万 | 0.20% | 2,445 | 93 | 4.0% | $1.16万 | 加仓 |
| NUMV | NUSHARES ETF TR | $29.81万 | 0.19% | 6,854 | 202 | 3.0% | $8,785 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $28.72万 | 0.18% | 3,457 | 22 | 0.6% | $1,828 | 加仓 |
| SO | SOUTHERN CO | $26.96万 | 0.17% | 2,816 | 7 | 0.2% | $670 | 加仓 |
| NUSC | NUSHARES ETF TR | $24.84万 | 0.16% | 4,766 | -43 | -0.9% | -$2,241 | 减仓 |
| NUMG | NUSHARES ETF TR | $24.51万 | 0.16% | 5,219 | 182 | 3.6% | $8,546 | 加仓 |
| AMZN | AMAZON COM INC | $23.59万 | 0.15% | 990 | -70 | -6.6% | -$1.67万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $23.00万 | 0.15% | 946 | 4 | 0.4% | $972 | 加仓 |
| KO | COCA COLA CO | $22.18万 | 0.14% | 2,729 | 5 | 0.2% | $406 | 加仓 |