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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $92.35万 | 0.10% | 18,789 | -1,367 | -6.8% | -$6.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $89.44万 | 0.10% | 35,207 | 35,207 | — | $89.44万 | 新建仓 |
| DE | DEERE & CO | $88.85万 | 0.10% | 1,545 | -260 | -14.4% | -$14.95万 | 减仓 |
| TMUS | T-MOBILE US INC | $86.50万 | 0.09% | 4,355 | 4,355 | — | $86.50万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $84.74万 | 0.09% | 7,394 | -4,329 | -36.9% | -$49.61万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $83.73万 | 0.09% | 16,865 | 16,865 | — | $83.73万 | 新建仓 |
| TLT | ISHARES TR | $82.27万 | 0.09% | 9,495 | 1,141 | 13.7% | $9.89万 | 加仓 |
| LOW | LOWES COS INC | $81.45万 | 0.09% | 3,463 | -2,022 | -36.9% | -$47.56万 | 减仓 |
| ZTS | ZOETIS INC | $80.61万 | 0.09% | 6,816 | 6,816 | — | $80.61万 | 新建仓 |
| DON | WISDOMTREE TR | $79.66万 | 0.09% | 15,018 | -150 | -1.0% | -$7,956 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $79.14万 | 0.09% | 46,414 | -3,099 | -6.3% | -$5.28万 | 减仓 |
| QCOM | QUALCOMM INC | $78.05万 | 0.08% | 6,208 | 27 | 0.4% | $3,395 | 加仓 |
| IGLB | ISHARES TR | $72.97万 | 0.08% | 14,686 | 536 | 3.8% | $2.66万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $72.73万 | 0.08% | 158,109 | -23,200 | -12.8% | -$10.67万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $68.89万 | 0.07% | 9,426 | 1,979 | 26.6% | $14.46万 | 加仓 |
| COR | CENCORA INC | $68.43万 | 0.07% | 2,132 | -175 | -7.6% | -$5.62万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $67.64万 | 0.07% | 20,117 | -216 | -1.1% | -$7,263 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $65.54万 | 0.07% | 11,619 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $65.51万 | 0.07% | 3,488 | -1,820 | -34.3% | -$34.18万 | 减仓 |
| IWF | ISHARES TR | $64.49万 | 0.07% | 1,494 | 496 | 49.7% | $21.41万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $63.94万 | 0.07% | 76,210 | 431 | 0.6% | $3,616 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $63.90万 | 0.07% | 5,677 | 3,169 | 126.4% | $35.67万 | 加仓 |
| MFC | MANULIFE FINL CORP | $62.51万 | 0.07% | 17,768 | -1,411 | -7.4% | -$4.96万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $61.31万 | 0.07% | 6,310 | -1,624 | -20.5% | -$15.78万 | 减仓 |
| KO | COCA COLA CO | $60.02万 | 0.07% | 7,773 | -1,655 | -17.6% | -$12.78万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $59.96万 | 0.07% | 10,575 | 10,575 | — | $59.96万 | 新建仓 |
| AFL | AFLAC INC | $59.95万 | 0.07% | 5,437 | -2,766 | -33.7% | -$30.50万 | 减仓 |
| RTX | RTX CORPORATION | $59.28万 | 0.06% | 2,988 | 49 | 1.7% | $9,722 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $57.86万 | 0.06% | 7,868 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $57.60万 | 0.06% | 2,616 | 396 | 17.8% | $8.72万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $57.51万 | 0.06% | 11,399 | 11,399 | — | $57.51万 | 新建仓 |
| EFA | ISHARES TR | $57.46万 | 0.06% | 5,834 | 5,834 | — | $57.46万 | 新建仓 |
| — | EA SERIES TRUST | $57.17万 | 0.06% | 12,487 | -204 | -1.6% | -$9,339 | 减仓 |
| USB | US BANCORP | $56.71万 | 0.06% | 10,612 | -53 | -0.5% | -$2,832 | 减仓 |
| CINF | CINCINNATI FINL CORP | $56.49万 | 0.06% | 3,530 | -1,895 | -34.9% | -$30.32万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $55.29万 | 0.06% | 28,900 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $55.03万 | 0.06% | 15,102 | -129 | -0.8% | -$4,701 | 减仓 |
| CMI | CUMMINS INC | $54.98万 | 0.06% | 996 | 136 | 15.8% | $7.51万 | 加仓 |
| — | HONEYWELL INTL INC | $54.61万 | 0.06% | 2,393 | -16,322 | -87.2% | -$372.51万 | 重新持有 |
| DGS | WISDOMTREE TR | $54.01万 | 0.06% | 9,005 | -337 | -3.6% | -$2.02万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $53.99万 | 0.06% | 14,271 | 131 | 0.9% | $4,956 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $53.00万 | 0.06% | 3,185 | -660 | -17.2% | -$10.98万 | 减仓 |
| MDT | MEDTRONIC PLC | $52.93万 | 0.06% | 6,135 | -2,072 | -25.2% | -$17.88万 | 减仓 |
| EWJ | ISHARES INC | $51.69万 | 0.06% | 6,041 | 6,041 | — | $51.69万 | 新建仓 |
| KVUE | KENVUE INC | $51.27万 | 0.06% | 29,637 | -20,494 | -40.9% | -$35.45万 | 减仓 |
| CTAS | CINTAS CORP | $50.88万 | 0.06% | 2,963 | -1,360 | -31.5% | -$23.35万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $50.57万 | 0.06% | 554 | -199 | -26.4% | -$18.17万 | 减仓 |
| SPGI | S&P GLOBAL INC | $50.44万 | 0.05% | 1,162 | -529 | -31.3% | -$22.96万 | 减仓 |
| ALL | ALLSTATE CORP | $50.38万 | 0.05% | 2,418 | -56 | -2.3% | -$1.17万 | 减仓 |
| SBUX | STARBUCKS CORP | $50.37万 | 0.05% | 5,314 | -1,701 | -24.2% | -$16.12万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $49.78万 | 0.05% | 12,780 | -280 | -2.1% | -$1.09万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $49.63万 | 0.05% | 6,991 | -400 | -5.4% | -$2.84万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $48.73万 | 0.05% | 10,133 | 38 | 0.4% | $1,827 | 加仓 |
| IWB | ISHARES TR | $48.44万 | 0.05% | 1,340 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $48.27万 | 0.05% | 757 | 39 | 5.4% | $2.49万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $47.96万 | 0.05% | 991 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $47.90万 | 0.05% | 71,493 | 150 | 0.2% | $1,005 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $47.42万 | 0.05% | 7,282 | 193 | 2.7% | $1.26万 | 加仓 |
| VALE | VALE S A | $47.40万 | 0.05% | 29,367 | -6,983 | -19.2% | -$11.27万 | 减仓 |
| NOW | SERVICENOW INC | $47.20万 | 0.05% | 4,608 | -2,093 | -31.2% | -$21.44万 | 减仓 |
| SJM | SMUCKER J M CO | $47.15万 | 0.05% | 4,952 | -2,686 | -35.2% | -$25.57万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $47.02万 | 0.05% | 8,665 | 105 | 1.2% | $5,697 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $46.54万 | 0.05% | 9,786 | 4,179 | 74.5% | $19.87万 | 加仓 |
| PAYX | PAYCHEX INC | $46.16万 | 0.05% | 5,025 | -1,162 | -18.8% | -$10.67万 | 减仓 |
| IWD | ISHARES TR | $45.57万 | 0.05% | 2,104 | 76 | 3.7% | $1.65万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $45.47万 | 0.05% | 4,698 | -296 | -5.9% | -$2.86万 | 减仓 |
| IVW | ISHARES TR | $45.43万 | 0.05% | 3,945 | 15 | 0.4% | $1,727 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $45.12万 | 0.05% | 9,883 | 2,453 | 33.0% | $11.20万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $45.07万 | 0.05% | 6,245 | -1,041 | -14.3% | -$7.51万 | 减仓 |
| AMLP | ALPS ETF TR | $45.04万 | 0.05% | 8,619 | -602 | -6.5% | -$3.15万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $44.95万 | 0.05% | 8,833 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $44.57万 | 0.05% | 38,387 | -1,872 | -4.6% | -$2.17万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $44.46万 | 0.05% | 20,611 | 20,611 | — | $44.46万 | 新建仓 |
| AMCR | AMCOR PLC | $44.24万 | 0.05% | 11,113 | 11,113 | — | $44.24万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $44.22万 | 0.05% | 1,518 | 1,518 | — | $44.22万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $44.04万 | 0.05% | 11,423 | -3,761 | -24.8% | -$14.50万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $43.87万 | 0.05% | 7,473 | -1,173 | -13.6% | -$6.89万 | 减仓 |
| KLAC | KLA CORP | $42.97万 | 0.05% | 279 | 45 | 19.2% | $6.93万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $42.78万 | 0.05% | 10,669 | -2,137 | -16.7% | -$8.57万 | 减仓 |
| GIS | GENERAL MILLS INC | $42.66万 | 0.05% | 11,325 | -2,587 | -18.6% | -$9.74万 | 减仓 |
| CVS | CVS HEALTH CORP | $42.29万 | 0.05% | 5,771 | -342 | -5.6% | -$2.51万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $42.26万 | 0.05% | 11,574 | 11,574 | — | $42.26万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $42.07万 | 0.05% | 715 | 86 | 13.7% | $5.06万 | 加仓 |
| FE | FIRSTENERGY CORP | $41.68万 | 0.05% | 8,170 | -773 | -8.6% | -$3.94万 | 减仓 |
| IBHF | ISHARES TR | $41.30万 | 0.04% | 18,070 | 18,070 | — | $41.30万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $41.25万 | 0.04% | 22,541 | 3,343 | 17.4% | $6.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.01万 | 0.04% | 1,458 | 71 | 5.1% | $2.00万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $40.27万 | 0.04% | 2,186 | -12 | -0.5% | -$2,211 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $40.08万 | 0.04% | 11,769 | 2,414 | 25.8% | $8.22万 | 加仓 |
| BRO | BROWN & BROWN INC | $39.73万 | 0.04% | 5,973 | -2,408 | -28.7% | -$16.02万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $39.27万 | 0.04% | 13,497 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $39.24万 | 0.04% | 5,507 | -581 | -9.5% | -$4.14万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $39.07万 | 0.04% | 4,324 | 680 | 18.7% | $6.14万 | 加仓 |
| ET | ENERGY TRANSFER L P | $39.03万 | 0.04% | 20,584 | -1,313 | -6.0% | -$2.49万 | 减仓 |
| WFC | WELLS FARGO & CO | $39.02万 | 0.04% | 4,767 | -987 | -17.2% | -$8.08万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $38.62万 | 0.04% | 24,429 | 24,429 | — | $38.62万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $38.04万 | 0.04% | 3,889 | -131 | -3.3% | -$1.28万 | 减仓 |
| SYK | STRYKER CORPORATION | $37.91万 | 0.04% | 1,141 | 11 | 1.0% | $3,655 | 加仓 |
| UNP | UNION PAC CORP | $37.52万 | 0.04% | 1,528 | 486 | 46.6% | $11.93万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $37.45万 | 0.04% | 22,467 | 1,105 | 5.2% | $1.84万 | 加仓 |