IP
Investment Planning Advisors, Inc.
分散型投資策略趨勢追蹤型高品質投資策略
申報總市值
US$3.6億
申報季度: 2026-03-31 · 持股檔數: 107
Investment Planning Advisors, Inc.在最新一期 13F 報告中揭露了 107 項持股，申報期為 2026-03-31，總持股市值約為 US$3.6億，季度換手率為 30.9%。
機構性格雪花圖
- 集中度
- 23
- 持倉穩定性
- 30.93
- 動能／逆勢
- 100
- 產業集中度
- 51.16
- 多樣化
- 100
- 倉位均衡度
- 77.19
近期動向
減碼 RSP
-91.1% -US$1414.5萬
減碼 CGUS
-89.7% -US$1287.6萬
減碼 BINC
-91.9% -US$1109.1萬
加碼 RWL
+46.9% US$901.4萬
加碼 QQQM
+54.7% US$730.3萬
加碼 SCHF
+61.5% US$507.2萬
持倉地圖
新建倉加碼不變減碼
前十大持股佔比
本季完整持股清單
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 12.19% | -0.05% | +10.32% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 9.89% | -0.07% | +11.53% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 7.78% | +1.19% | +25.60% | |
| 4 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 7.71% | +2.18% | +46.94% | |
| 5 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 7.08% | -1.26% | -15.87% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 6.77% | +0.26% | +11.78% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 6.44% | +1.75% | +54.72% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-其他 | 4.69% | — | +0.90% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.50% | +1.27% | +61.48% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.97% | +2.97% | NEW | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.65% | +0.17% | +13.94% | |
| 12 | CGCP | Cap Group Core Plus Income | ETF-其他 | 2.07% | — | +1.19% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.46% | +1.46% | NEW | |
| 14 | SPGM | State Street Spdr Portfolio | ETF-其他 | 1.43% | +0.49% | +62.63% | |
| 15 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.42% | +1.42% | NEW | |
| 16 | JPEF | Jpmorgan Equity Focus ETF | ETF-其他 | 1.30% | — | +2.90% | |
| 17 | FMB | First Trust Managed Municipa | ETF-其他 | 1.07% | — | +2.25% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.07% | — | +1.48% | |
| 19 | OAKM | Oakmark US Large Cap ETF | ETF-大型股與成長 | 0.92% | -0.01% | +7.67% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.80% | — | +0.87% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.78% | -0.16% | -2.91% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.67% | — | +1.91% | |
| 23 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.64% | +0.02% | +10.44% | |
| 24 | SEPI | Shelton Eqty Premium INC ETF | ETF-其他 | 0.62% | +0.07% | +24.25% | |
| 25 | JMHI | Jpmorgan High Yield Municpl | ETF-非投資等級債 | 0.51% | — | +6.20% | |
| 26 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 0.49% | +0.03% | +18.15% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | +2.83% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.41% | — | +13.28% | |
| 29 | CGUS | Cap Group Core Equity | ETF-其他 | 0.39% | -3.77% | -89.68% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.38% | -0.08% | -0.71% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.38% | -4.14% | -91.13% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.37% | — | +2.27% | |
| 33 | CGIE | Cap Group Intl Equity | ETF-其他 | 0.34% | — | -0.22% | |
| 34 | WRB | Wr Berkley CORP | 股票-金融 | 0.34% | — | -0.03% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.33% | -0.12% | -23.52% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.32% | — | -6.23% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | +21.13% | |
| 38 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.27% | — | -0.03% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | +0.09% | +60.89% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.27% | +0.04% | +11.29% | |
| 41 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.26% | -3.25% | -91.90% | |
| 42 | FTCS | First Trust Capital Strength | ETF-其他 | 0.25% | — | -0.15% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.25% | — | +15.46% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.25% | — | +24.40% | |
| 45 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.23% | — | -8.20% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.23% | — | -1.50% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.22% | -0.06% | -14.05% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.20% | +0.02% | +30.28% | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.20% | +0.04% | +18.05% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.20% | — | +0.39% |
1–50 of 107
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
本季持股變動
Investment Planning Advisors, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Floating Rate Bond E (FLOT); 新建倉: Vanguard Real Estate ETF (VNQ); 新建倉: Ss Spdr S&p Og Exp & Prod (XOP); 新建倉: Linde plc (LIN); 清倉: Ishares 20+ Year Treasury Bd (TLT).
FAQ
Investment Planning Advisors, Inc. 是什麼機構？屬於哪種投資人類型？
Investment Planning Advisors, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$3.6億，分佈在 107 個已申報部位之中。
Investment Planning Advisors, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Investment Planning Advisors, Inc. 按市值排列的前幾大持股為：
1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$4425.6萬 (12.2%)
2. Vanguard Mega Cap ETF (MGC) — US$3591.5萬 (9.9%)
3. Vanguard Core Bond ETF (VCRB) — US$2825.0萬 (7.8%)
4. Invesco S&p 500 Revenue ETF (RWL) — US$2800.5萬 (7.7%)
5. Freedom 100 Emeging Mrkt ETF (FRDM) — US$2570.3萬 (7.1%)
Investment Planning Advisors, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Investment Planning Advisors, Inc. 共進行了 50 項顯著調整：新建倉 14 個部位、加碼 21 個既有持股、減碼 12 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：新建倉: Ishares Floating Rate Bond E (FLOT); 新建倉: Vanguard Real Estate ETF (VNQ); 新建倉: Ss Spdr S&p Og Exp & Prod (XOP); 新建倉: Linde plc (LIN); 清倉: Ishares 20+ Year Treasury Bd (TLT)
Investment Planning Advisors, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Investment Planning Advisors, Inc. 的主要板塊分佈如下：
• Information Technology: 26.4%
• Financials: 19.3%
• Consumer Staples: 16.4%
• Consumer Discretionary: 14.1%
• Communication Services: 9.2%
• Energy: 7.2%