Ipsen Advisor Group LLC
LITTLE ROCK AR · SEC CIK 0001964922
$1.43亿2026Q1 申报市值
104持仓数
37.8%前十大占比 · 第一大 5.0%
3 / 0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
INTF 加仓+$135.39万
AAAU 新建仓+$119.74万
BUFQ 加仓+$42.15万
BUFR 加仓+$39.33万
VBR 新建仓+$20.48万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$124.24万
DBEF 减仓-$108.94万
HSY 减仓-$43.91万
NUSC 减仓-$17.19万
SPY 减仓-$12.03万
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 |
|---|---|---|---|---|---|---|---|---|
| IMCV | ISHARES TR | $720.12万 | 5.04% | 84,934 | 1,277 | 1.5% | $10.83万 | 加仓 |
| IMCG | ISHARES TR | $634.11万 | 4.44% | 80,501 | 1,481 | 1.9% | $11.67万 | 加仓 |
| ISCG | ISHARES TR | $632.90万 | 4.43% | 115,493 | 1,874 | 1.6% | $10.27万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $606.01万 | 4.24% | 115,584 | 2,556 | 2.3% | $13.40万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $592.03万 | 4.14% | 46,159 | 564 | 1.2% | $7.23万 | 加仓 |
| ILCG | ISHARES TR | $504.40万 | 3.53% | 52,828 | -1,096 | -2.0% | -$10.46万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $483.20万 | 3.38% | 105,919 | 4,084 | 4.0% | $18.63万 | 加仓 |
| DBEF | DBX ETF TR | $440.87万 | 3.08% | 89,244 | -22,053 | -19.8% | -$108.94万 | 减仓 |
| — | ISHARES TR | $405.50万 | 2.84% | 102,207 | -481 | -0.5% | -$1.91万 | 减仓 |
| ISCV | ISHARES TR | $387.94万 | 2.71% | 55,811 | -171 | -0.3% | -$1.19万 | 减仓 |
| INTF | ISHARES TR | $384.84万 | 2.69% | 98,778 | 34,750 | 54.3% | $135.39万 | 加仓 |
| FLO | FLOWERS FOODS INC | $361.40万 | 2.53% | 443,439 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $304.09万 | 2.13% | 39,828 | -1,439 | -3.5% | -$10.99万 | 减仓 |
| LIT | GLOBAL X FDS | $275.88万 | 1.93% | 37,105 | -1,355 | -3.5% | -$10.07万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $257.22万 | 1.80% | 65,234 | 3,371 | 5.4% | $13.29万 | 加仓 |
| AAPL | APPLE INC | $253.01万 | 1.77% | 9,969 | 4 | 0.0% | $1,015 | 加仓 |
| NOBL | PROSHARES TR | $246.31万 | 1.72% | 23,234 | 995 | 4.5% | $10.55万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $242.41万 | 1.70% | 48,126 | 1,044 | 2.2% | $5.26万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $227.49万 | 1.59% | 67,364 | 11,646 | 20.9% | $39.33万 | 加仓 |
| IAU | ISHARES GOLD TR | $226.49万 | 1.58% | 25,691 | -14,093 | -35.4% | -$124.24万 | 减仓 |
| WMT | WALMART INC | $221.29万 | 1.55% | 17,806 | -396 | -2.2% | -$4.92万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $168.79万 | 1.18% | 47,788 | 11,935 | 33.3% | $42.15万 | 加仓 |
| DVYE | ISHARES INC | $167.18万 | 1.17% | 48,626 | -652 | -1.3% | -$2.24万 | 减仓 |
| ESGU | ISHARES TR | $163.05万 | 1.14% | 11,529 | -220 | -1.9% | -$3.11万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $157.90万 | 1.10% | 56,231 | 1,038 | 1.9% | $2.91万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $145.30万 | 1.02% | 29,431 | 594 | 2.1% | $2.93万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $140.19万 | 0.98% | 5,900 | -439 | -6.9% | -$10.43万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $134.55万 | 0.94% | 21,964 | 142 | 0.7% | $8,699 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $127.12万 | 0.89% | 12,326 | 670 | 5.7% | $6.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $127.04万 | 0.89% | 4,319 | 47 | 1.1% | $1.38万 | 加仓 |
| PEP | PEPSICO INC | $123.94万 | 0.87% | 7,981 | 169 | 2.2% | $2.62万 | 加仓 |
| IXJ | ISHARES TR | $123.61万 | 0.86% | 13,215 | 576 | 4.6% | $5.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $121.16万 | 0.85% | 2,099 | -22 | -1.0% | -$1.27万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $119.74万 | 0.84% | 25,923 | 25,923 | — | $119.74万 | 新建仓 |
| ESGD | ISHARES TR | $118.56万 | 0.83% | 12,399 | 46 | 0.4% | $4,399 | 加仓 |
| VFH | VANGUARD WORLD FD | $115.18万 | 0.81% | 9,534 | 30 | 0.3% | $3,624 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $114.20万 | 0.80% | 7,789 | 31 | 0.4% | $4,545 | 加仓 |
| DGRO | ISHARES TR | $112.27万 | 0.79% | 15,998 | -493 | -3.0% | -$3.46万 | 减仓 |
| QUAL | ISHARES TR | $108.44万 | 0.76% | 5,654 | 13 | 0.2% | $2,493 | 加仓 |
| AVGO | BROADCOM INC | $108.27万 | 0.76% | 3,498 | -10 | -0.3% | -$3,095 | 减仓 |
| ILCV | ISHARES TR | $108.25万 | 0.76% | 11,622 | -641 | -5.2% | -$5.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $101.95万 | 0.71% | 2,754 | 54 | 2.0% | $2.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.19万 | 0.69% | 2,070 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $94.22万 | 0.66% | 9,696 | 178 | 1.9% | $1.73万 | 加仓 |
| — | EXXON MOBIL CORP | $88.45万 | 0.62% | 5,214 | -203 | -3.7% | -$3.44万 | 减仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $82.13万 | 0.57% | 29,823 | -893 | -2.9% | -$2.46万 | 减仓 |
| WM | WASTE MGMT INC DEL | $79.73万 | 0.56% | 3,470 | 111 | 3.3% | $2.55万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $78.93万 | 0.55% | 933 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $77.88万 | 0.54% | 15,586 | 67 | 0.4% | $3,348 | 加仓 |
| AMGN | AMGEN INC | $75.91万 | 0.53% | 2,158 | 25 | 1.2% | $8,794 | 加仓 |
| ADI | ANALOG DEVICES INC | $75.54万 | 0.53% | 2,374 | -37 | -1.5% | -$1.18万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $75.40万 | 0.53% | 9,359 | 216 | 2.4% | $1.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $70.82万 | 0.50% | 711 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $70.63万 | 0.49% | 7,814 | 245 | 3.2% | $2.21万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $69.96万 | 0.49% | 1,157 | -4 | -0.3% | -$2,419 | 减仓 |
| TSN | TYSON FOODS INC | $69.13万 | 0.48% | 10,789 | 139 | 1.3% | $8,906 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $68.68万 | 0.48% | 7,030 | 592 | 9.2% | $5.78万 | 加仓 |
| TXN | TEXAS INSTRS INC | $67.95万 | 0.48% | 3,500 | 85 | 2.5% | $1.65万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $67.51万 | 0.47% | 11,131 | -29 | -0.3% | -$1,759 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $65.87万 | 0.46% | 3,165 | -333 | -9.5% | -$6.93万 | 减仓 |
| EOG | EOG RES INC | $65.24万 | 0.46% | 4,512 | 67 | 1.5% | $9,687 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $62.77万 | 0.44% | 4,238 | -70 | -1.6% | -$1.04万 | 减仓 |
| ALL | ALLSTATE CORP | $62.17万 | 0.44% | 2,998 | 58 | 2.0% | $1.20万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $60.98万 | 0.43% | 6,198 | 528 | 9.3% | $5.19万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $60.81万 | 0.43% | 6,547 | 144 | 2.2% | $1.34万 | 加仓 |
| UNP | UNION PAC CORP | $59.73万 | 0.42% | 2,462 | 32 | 1.3% | $7,764 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $57.90万 | 0.41% | 3,580 | 10 | 0.3% | $1,617 | 加仓 |
| V | VISA INC | $57.77万 | 0.40% | 1,911 | 45 | 2.4% | $1.36万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $53.55万 | 0.37% | 1,226 | 1 | 0.1% | $437 | 加仓 |
| MDT | MEDTRONIC PLC | $52.86万 | 0.37% | 6,101 | 149 | 2.5% | $1.29万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $52.65万 | 0.37% | 3,894 | -8 | -0.2% | -$1,082 | 减仓 |
| IVV | ISHARES TR | $52.22万 | 0.37% | 799 | -30 | -3.6% | -$1.96万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.29万 | 0.36% | 789 | -185 | -19.0% | -$12.03万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $50.23万 | 0.35% | 7,000 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $48.64万 | 0.34% | 4,693 | 635 | 15.6% | $6.58万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $48.11万 | 0.34% | 4,686 | 44 | 0.9% | $4,518 | 加仓 |
| IQLT | ISHARES TR | $47.94万 | 0.34% | 10,369 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $47.64万 | 0.33% | 3,500 | 66 | 1.9% | $8,983 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $46.64万 | 0.33% | 2,352 | 269 | 12.9% | $5.33万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $46.28万 | 0.32% | 4,911 | -322 | -6.2% | -$3.03万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $44.71万 | 0.31% | 4,634 | 936 | 25.3% | $9.03万 | 加仓 |
| HSY | HERSHEY CO | $43.91万 | 0.31% | 2,112 | -2,112 | -50.0% | -$43.91万 | 减仓 |
| EMR | EMERSON ELEC CO | $42.21万 | 0.30% | 3,221 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $40.02万 | 0.28% | 8,512 | 4,041 | 90.4% | $19.00万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $39.75万 | 0.28% | 5,095 | 615 | 13.7% | $4.80万 | 加仓 |
| MCD | MCDONALDS CORP | $39.67万 | 0.28% | 1,276 | 4 | 0.3% | $1,244 | 加仓 |
| CAT | CATERPILLAR INC | $39.51万 | 0.28% | 558 | -17 | -3.0% | -$1.20万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $37.94万 | 0.27% | 13,025 | -1,378 | -9.6% | -$4.01万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $37.02万 | 0.26% | 5,262 | 23 | 0.4% | $1,618 | 加仓 |
| VO | VANGUARD INDEX FDS | $36.63万 | 0.26% | 1,276 | -10 | -0.8% | -$2,871 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $33.13万 | 0.23% | 5,011 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $31.61万 | 0.22% | 453 | -4 | -0.9% | -$2,791 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $28.16万 | 0.20% | 3,435 | -281 | -7.6% | -$2.30万 | 减仓 |
| SO | SOUTHERN CO | $27.11万 | 0.19% | 2,809 | 7 | 0.2% | $676 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $26.97万 | 0.19% | 1,296 | -141 | -9.8% | -$2.93万 | 减仓 |
| NUMV | NUSHARES ETF TR | $25.79万 | 0.18% | 6,652 | 381 | 6.1% | $1.48万 | 加仓 |
| FISV | FISERV INC | $22.32万 | 0.16% | 4,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $22.07万 | 0.15% | 1,060 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $21.67万 | 0.15% | 4,809 | -3,816 | -44.2% | -$17.19万 | 减仓 |
| KO | COCA COLA CO | $20.72万 | 0.14% | 2,724 | -371 | -12.0% | -$2.82万 | 减仓 |