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AssuredPartners Investment Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

AssuredPartners Investment Advisors, LLC

No.2722 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.34亿
环比变动 Q1 2026
+$1.14亿+12.4%
持仓股票数
414
新买入
37
加仓
186
减仓
152
清仓
25
持股不变
39
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
3.1%1.92%$3,205.4万18.8万股$1,764.7万12.0万股+6.9万股+57.48%加仓
F富达Covington信托FBCG
2.55%2.33%$2,632.7万42.4万股$2,138.9万41.7万股+7,190股+1.73%加仓
苹果AAPL
2.49%2.3%$2,572.0万8.9万股$2,115.3万8.2万股+7,170股+8.77%加仓
V先锋领航指数基金VV
2.41%2.41%$2,492.1万7.2万股$2,210.7万7.3万股-559股-0.77%减仓
V先锋领航指数基金VOO
2.37%2.3%$2,447.8万3.6万股$2,113.6万3.5万股+744股+2.13%加仓
F富达Covington信托FDVV
2.36%2.4%$2,435.1万40.4万股$2,209.2万39.5万股+8,539股+2.16%加仓
谷歌AGOOGL
2.24%2.14%$2,317.8万6.5万股$1,968.2万6.6万股-752股-1.15%减仓
SSPDR道富系列信托SPTM
2.22%2.16%$2,289.6万25.2万股$1,981.9万24.7万股+4,747股+1.92%加仓
美光科技MU
2.19%1.11%$2,261.6万2.0万股$1,022.0万2.7万股-7,461股-27.58%减仓
英伟达NVDA
1.84%1.86%$1,898.6万9.5万股$1,707.7万9.6万股-1,246股-1.30%减仓
IiShares安硕信托IXUS
1.62%1.69%$1,676.7万17.6万股$1,552.9万17.7万股-1,633股-0.92%减仓
微软MSFT
1.61%1.78%$1,663.7万4.5万股$1,637.6万4.4万股+682股+1.55%加仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
1.43%1.36%$1,474.9万16.5万股$1,249.5万16.3万股+2,275股+1.39%加仓
F富达Covington信托FSMD
1.27%1.23%$1,312.2万24.8万股$1,126.0万24.7万股+919股+0.37%加仓
DDimensional维度ETF信托DFAC
1.24%1.08%$1,283.8万28.9万股$989.3万25.1万股+3.8万股+15.20%加仓
摩根大通JPM
1.24%1.3%$1,282.2万3.9万股$1,194.2万4.0万股-1,250股-3.09%减仓
思科CSCO
1.16%0.91%$1,197.4万10.2万股$837.8万10.4万股-2,218股-2.13%减仓
亚马逊AMZN
1.15%0.96%$1,190.9万5.0万股$882.3万4.1万股+8,503股+20.51%加仓
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
1.04%1.09%$1,078.4万20.6万股$999.2万20.4万股+2,341股+1.15%加仓
L3哈里斯LHX
0.97%1.25%$1,006.0万3.5万股$1,144.6万3.2万股+2,714股+8.51%加仓
WWisdomTree信托DEM
0.9%0.92%$927.6万17.2万股$844.9万17.0万股+2,142股+1.26%加仓
特斯拉TSLA
0.84%0.78%$869.2万2.1万股$716.6万2.0万股+355股+1.75%加仓
博通AVGO
0.84%0.83%$866.0万2.3万股$760.3万2.4万股-1,255股-5.19%减仓
埃克森美孚XOM
0.83%1.1%$853.4万6.2万股$1,007.9万6.2万股+729股+1.18%加仓
DDimensional维度ETF信托DFSD
0.82%0.91%$849.5万17.8万股$833.6万17.4万股+3,748股+2.15%加仓
BBANK OF AMERBAC
0.8%0.78%$829.7万14.6万股$718.7万14.4万股+2,045股+1.42%加仓
J骏利亨德森JAAA
0.8%0.82%$823.7万16.3万股$749.6万14.9万股+1.5万股+9.83%加仓
泛林集团LRCX
0.79%0.6%$811.5万1.9万股$551.2万2.5万股-6,254股-25.04%减仓
V先锋领航白厅基金VYM
0.78%0.82%$801.9万5.1万股$755.3万5.1万股-57股-0.11%减仓
SSPDR道富系列信托BIL
0.75%3.7%$772.7万8.4万股$3,403.3万37.2万股-28.8万股-77.34%减仓
G通用动力VTI
0.75%0.71%$771.6万2.1万股$656.4万2.0万股+669股+3.31%加仓
礼来LLY
0.74%0.7%$761.9万6,352股$645.4万6,962股-610股-8.76%减仓
DDimensional维度ETF信托DFCF
0.72%0.79%$741.7万17.6万股$729.3万17.3万股+3,190股+1.85%加仓
JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB
0.72%0.75%$740.8万15.3万股$688.9万14.4万股+8,727股+6.04%加仓
V先锋领航白厅基金VYMI
0.71%0.74%$729.3万7.4万股$684.0万7.2万股+2,524股+3.52%加仓
康宁GLW
0.7%0.6%$722.7万2.8万股$551.6万3.8万股-9,360股-24.86%减仓
IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB
0.69%0.64%$718.2万4.3万股$589.6万4.6万股-2,886股-6.34%减仓
CASEYS GEN STORESCASY
0.63%0.65%$650.1万8,180股$599.2万8,013股+167股+2.08%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.62%0.32%$642.4万1.5万股$297.3万1.7万股-2,276股-13.26%减仓
艾伯维ABBV
0.62%0.55%$637.2万2.5万股$505.4万2.4万股+869股+3.55%加仓
I景顺·NASDAQ 100 ETFQQQM
0.6%0.35%$623.3万2.1万股$321.8万1.3万股+7,294股+54.93%加仓
VisaV
0.6%0.59%$619.9万1.8万股$539.0万1.8万股+299股+1.68%加仓
IiShares安硕信托MTUM
0.55%0.5%$563.8万1.6万股$460.1万1.9万股-2,131股-11.47%减仓
CSX铁路CSX
0.54%0.52%$562.9万11.8万股$479.5万11.6万股+2,824股+2.44%加仓
FFIDELITY MSCI ENERGY INDEX ETFFENY
0.54%0.66%$557.1万18.8万股$607.8万18.3万股+5,784股+3.17%加仓
美国运通AXP
0.54%0.54%$553.5万1.6万股$491.9万1.6万股+273股+1.70%加仓
VistraVST
0.53%0.53%$545.0万3.4万股$488.9万3.2万股+2,110股+6.54%加仓
IISHARES MORNINGSTAR VALUE ETFILCV
0.53%0.57%$543.0万5.4万股$527.0万5.6万股-2,476股-4.41%减仓
摩根士丹利MS
0.52%0.48%$541.2万2.6万股$436.7万2.6万股-330股-1.26%减仓
F第一信托交易所交易基金VIGMAR
0.52%0.59%$533.4万12.1万股$538.2万12.8万股-7,480股-5.84%减仓

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