AssuredPartners Investment Advisors, LLC
Tampa FL · SEC CIK 0002055492
$9.19亿2026Q1 申报市值
402持仓数
23.5%前十大占比 · 第一大 3.7%
92 / 29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
BIL 加仓+$2,907.33万
VV 新建仓+$2,210.70万
IXUS 加仓+$1,528.42万
SMLF 新建仓+$1,249.50万
JAAA 新建仓+$749.57万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$897.59万
FBCG 减仓-$516.73万
QQQM 减仓-$395.54万
HONEYWELL INTL I 重新持有-$372.51万
JEPQ 清仓-$354.75万
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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $54.98万 | 0.06% | 996 | 136 | 15.8% | $7.51万 | 加仓 |
| DES | WISDOMTREE TR | $55.03万 | 0.06% | 15,102 | -129 | -0.8% | -$4,701 | 减仓 |
| — | INNOVATOR ETFS TRUST | $55.29万 | 0.06% | 28,900 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $56.49万 | 0.06% | 3,530 | -1,895 | -34.9% | -$30.32万 | 减仓 |
| USB | US BANCORP | $56.71万 | 0.06% | 10,612 | -53 | -0.5% | -$2,832 | 减仓 |
| — | EA SERIES TRUST | $57.17万 | 0.06% | 12,487 | -204 | -1.6% | -$9,339 | 减仓 |
| EFA | ISHARES TR | $57.46万 | 0.06% | 5,834 | 5,834 | — | $57.46万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $57.51万 | 0.06% | 11,399 | 11,399 | — | $57.51万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.60万 | 0.06% | 2,616 | 396 | 17.8% | $8.72万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $57.86万 | 0.06% | 7,868 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $59.28万 | 0.06% | 2,988 | 49 | 1.7% | $9,722 | 加仓 |
| AFL | AFLAC INC | $59.95万 | 0.07% | 5,437 | -2,766 | -33.7% | -$30.50万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $59.96万 | 0.07% | 10,575 | 10,575 | — | $59.96万 | 新建仓 |
| KO | COCA COLA CO | $60.02万 | 0.07% | 7,773 | -1,655 | -17.6% | -$12.78万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $61.31万 | 0.07% | 6,310 | -1,624 | -20.5% | -$15.78万 | 减仓 |
| MFC | MANULIFE FINL CORP | $62.51万 | 0.07% | 17,768 | -1,411 | -7.4% | -$4.96万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $63.90万 | 0.07% | 5,677 | 3,169 | 126.4% | $35.67万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $63.94万 | 0.07% | 76,210 | 431 | 0.6% | $3,616 | 加仓 |
| IWF | ISHARES TR | $64.49万 | 0.07% | 1,494 | 496 | 49.7% | $21.41万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $65.51万 | 0.07% | 3,488 | -1,820 | -34.3% | -$34.18万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $65.54万 | 0.07% | 11,619 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $67.64万 | 0.07% | 20,117 | -216 | -1.1% | -$7,263 | 减仓 |
| COR | CENCORA INC | $68.43万 | 0.07% | 2,132 | -175 | -7.6% | -$5.62万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $68.89万 | 0.07% | 9,426 | 1,979 | 26.6% | $14.46万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $72.73万 | 0.08% | 158,109 | -23,200 | -12.8% | -$10.67万 | 减仓 |
| IGLB | ISHARES TR | $72.97万 | 0.08% | 14,686 | 536 | 3.8% | $2.66万 | 加仓 |
| QCOM | QUALCOMM INC | $78.05万 | 0.08% | 6,208 | 27 | 0.4% | $3,395 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $79.14万 | 0.09% | 46,414 | -3,099 | -6.3% | -$5.28万 | 减仓 |
| DON | WISDOMTREE TR | $79.66万 | 0.09% | 15,018 | -150 | -1.0% | -$7,956 | 减仓 |
| ZTS | ZOETIS INC | $80.61万 | 0.09% | 6,816 | 6,816 | — | $80.61万 | 新建仓 |
| LOW | LOWES COS INC | $81.45万 | 0.09% | 3,463 | -2,022 | -36.9% | -$47.56万 | 减仓 |
| TLT | ISHARES TR | $82.27万 | 0.09% | 9,495 | 1,141 | 13.7% | $9.89万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $83.73万 | 0.09% | 16,865 | 16,865 | — | $83.73万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $84.74万 | 0.09% | 7,394 | -4,329 | -36.9% | -$49.61万 | 减仓 |
| TMUS | T-MOBILE US INC | $86.50万 | 0.09% | 4,355 | 4,355 | — | $86.50万 | 新建仓 |
| DE | DEERE & CO | $88.85万 | 0.10% | 1,545 | -260 | -14.4% | -$14.95万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $89.44万 | 0.10% | 35,207 | 35,207 | — | $89.44万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $92.35万 | 0.10% | 18,789 | -1,367 | -6.8% | -$6.72万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $92.76万 | 0.10% | 23,455 | 8,407 | 55.9% | $33.25万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $92.97万 | 0.10% | 4,362 | 134 | 3.2% | $2.86万 | 加仓 |
| APP | APPLOVIN CORP | $93.27万 | 0.10% | 2,260 | 269 | 13.5% | $11.10万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $95.10万 | 0.10% | 25,356 | -154 | -0.6% | -$5,776 | 减仓 |
| LQD | ISHARES TR | $96.41万 | 0.10% | 8,849 | -38 | -0.4% | -$4,140 | 减仓 |
| ORCL | ORACLE CORP | $97.87万 | 0.11% | 6,724 | 9 | 0.1% | $1,310 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $98.06万 | 0.11% | 8,477 | 8,477 | — | $98.06万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $100.48万 | 0.11% | 4,634 | 4,634 | — | $100.48万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $102.08万 | 0.11% | 3,123 | -1,459 | -31.8% | -$47.69万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $103.05万 | 0.11% | 10,074 | -722 | -6.7% | -$7.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $103.14万 | 0.11% | 2,057 | 12 | 0.6% | $6,017 | 加仓 |
| PKG | PACKAGING CORP AMER | $103.25万 | 0.11% | 5,027 | 5,027 | — | $103.25万 | 新建仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $103.48万 | 0.11% | 11,245 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $105.00万 | 0.11% | 7,834 | -5 | -0.1% | -$670 | 减仓 |
| MRK | MERCK & CO INC | $105.47万 | 0.11% | 8,728 | -3,604 | -29.2% | -$43.55万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $109.83万 | 0.12% | 9,668 | -19,104 | -66.4% | -$217.02万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $110.01万 | 0.12% | 12,997 | -2,468 | -16.0% | -$20.89万 | 减仓 |
| DHS | WISDOMTREE TR | $111.20万 | 0.12% | 10,196 | -547 | -5.1% | -$5.97万 | 减仓 |
| IYK | ISHARES TR | $111.68万 | 0.12% | 15,898 | -14,407 | -47.5% | -$101.21万 | 减仓 |
| DIS | DISNEY WALT CO | $111.69万 | 0.12% | 11,600 | -13,469 | -53.7% | -$129.68万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $111.76万 | 0.12% | 26,545 | -476 | -1.8% | -$2.00万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $112.35万 | 0.12% | 27,822 | 6,873 | 32.8% | $27.75万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $112.73万 | 0.12% | 4,097 | 4,097 | — | $112.73万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $113.73万 | 0.12% | 44,279 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $114.80万 | 0.12% | 21,360 | 21,360 | — | $114.80万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $115.69万 | 0.13% | 29,180 | -1,179 | -3.9% | -$4.67万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $115.97万 | 0.13% | 14,952 | 5,332 | 55.4% | $41.35万 | 加仓 |
| IBDR | ISHARES TR | $116.64万 | 0.13% | 48,257 | 48,257 | — | $116.64万 | 新建仓 |
| IVV | ISHARES TR | $117.44万 | 0.13% | 1,774 | 528 | 42.4% | $34.95万 | 加仓 |
| WMT | WALMART INC | $118.50万 | 0.13% | 9,346 | 8 | 0.1% | $1,014 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $118.90万 | 0.13% | 4,600 | 4,600 | — | $118.90万 | 新建仓 |
| RIO | RIO TINTO PLC | $119.96万 | 0.13% | 12,760 | -4,066 | -24.2% | -$38.22万 | 减仓 |
| TFC | TRUIST FINL CORP | $121.26万 | 0.13% | 25,454 | -5,039 | -16.5% | -$24.01万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $122.11万 | 0.13% | 33,344 | -587 | -1.7% | -$2.15万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $123.33万 | 0.13% | 13,536 | 13,536 | — | $123.33万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $123.51万 | 0.13% | 24,707 | 3,781 | 18.1% | $18.90万 | 加仓 |
| SO | SOUTHERN CO | $123.54万 | 0.13% | 12,744 | -3,706 | -22.5% | -$35.93万 | 减仓 |
| AMGN | AMGEN INC | $125.29万 | 0.14% | 3,657 | 3,657 | — | $125.29万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $125.95万 | 0.14% | 9,208 | 1,781 | 24.0% | $24.36万 | 加仓 |
| TTE | TOTALENERGIES SE | $127.98万 | 0.14% | 13,873 | -4,647 | -25.1% | -$42.87万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $128.06万 | 0.14% | 36,841 | 2,966 | 8.8% | $10.31万 | 加仓 |
| ORI | OLD REP INTL CORP | $128.54万 | 0.14% | 31,864 | -9,196 | -22.4% | -$37.10万 | 减仓 |
| EME | EMCOR GROUP INC | $128.81万 | 0.14% | 1,700 | -530 | -23.8% | -$40.16万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $129.23万 | 0.14% | 48,285 | -1 | -0.0% | -$27 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $130.35万 | 0.14% | 54,040 | 3,739 | 7.4% | $9.02万 | 加仓 |
| IJR | ISHARES TR | $131.13万 | 0.14% | 10,398 | 794 | 8.3% | $10.01万 | 加仓 |
| ICSH | ISHARES TR | $131.58万 | 0.14% | 26,056 | 26,056 | — | $131.58万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $131.79万 | 0.14% | 10,162 | -412 | -3.9% | -$5.34万 | 减仓 |
| MPLX | MPLX LP | $133.56万 | 0.15% | 23,995 | -6,038 | -20.1% | -$33.61万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $134.93万 | 0.15% | 5,469 | 381 | 7.5% | $9.40万 | 加仓 |
| MELI | MERCADOLIBRE INC | $135.63万 | 0.15% | 793 | 64 | 8.8% | $10.95万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $135.67万 | 0.15% | 2,848 | 481 | 20.3% | $22.91万 | 加仓 |
| IBDW | ISHARES TR | $136.28万 | 0.15% | 65,329 | 65,329 | — | $136.28万 | 新建仓 |
| ECL | ECOLAB INC | $137.20万 | 0.15% | 5,138 | 5,138 | — | $137.20万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $142.54万 | 0.16% | 4,056 | -933 | -18.7% | -$32.79万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $147.20万 | 0.16% | 56,639 | 209 | 0.4% | $5,432 | 加仓 |
| DDWM | WISDOMTREE TR | $147.78万 | 0.16% | 33,024 | -965 | -2.8% | -$4.32万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $150.10万 | 0.16% | 3,456 | 3,456 | — | $150.10万 | 新建仓 |
| MCD | MCDONALDS CORP | $153.46万 | 0.17% | 4,954 | -1,165 | -19.0% | -$36.09万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $153.46万 | 0.17% | 10,374 | 439 | 4.4% | $6.49万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $155.35万 | 0.17% | 50,701 | 6,877 | 15.7% | $21.07万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $156.87万 | 0.17% | 13,511 | -17,203 | -56.0% | -$199.73万 | 减仓 |