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 |
|---|---|---|---|---|---|---|---|---|
| ABCL | ABCELLERA BIOLOGICS INC | $4.16万 | 0.00% | 12,281 | 2,262 | 22.6% | $7,668 | 加仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $2.54万 | 0.00% | 16,500 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -61,037 | -100.0% | -$354.75万 | 清仓 |
| NAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -19,114 | -100.0% | -$102.64万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -18,358 | -100.0% | -$76.55万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -5,916 | -100.0% | -$75.47万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,851 | -100.0% | -$51.67万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -5,254 | -100.0% | -$43.09万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -124 | -100.0% | -$42.05万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,872 | -100.0% | -$41.06万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -11,344 | -100.0% | -$40.28万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -11,148 | -100.0% | -$36.49万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,362 | -100.0% | -$31.30万 | 清仓 |
| XMTR | XOMETRY INC | $0 | 0.00% | 0 | -5,170 | -100.0% | -$30.75万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,371 | -100.0% | -$30.59万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,292 | -100.0% | -$30.33万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -3,740 | -100.0% | -$29.44万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,492 | -100.0% | -$28.96万 | 清仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -7,400 | -100.0% | -$27.99万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -1,511 | -100.0% | -$26.88万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -4,011 | -100.0% | -$26.83万 | 清仓 |
| FUL | FULLER H B CO | $0 | 0.00% | 0 | -4,508 | -100.0% | -$26.81万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -1,431 | -100.0% | -$25.11万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -3,595 | -100.0% | -$24.97万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -930 | -100.0% | -$24.07万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -1,309 | -100.0% | -$22.99万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -9,489 | -100.0% | -$22.49万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,531 | -100.0% | -$21.65万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -428 | -100.0% | -$20.97万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,826 | -100.0% | -$20.19万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -22,227 | -100.0% | -$19.47万 | 清仓 |