小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
IAG Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
IAG Wealth Partners, LLC
报告期 2026-03-31 · CIK 0001827261
持仓数
509
前50大市值合计
$823.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 22
增持 57
减持 53
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
SPDW
SPDR PORTFOLIO
-$6.1M
928,277
-23%
增持
VUG
VANGUARD GROWTH
+$5.0M
45,118
+55%
增持
SPYM
SPDR PORTFOLIO
+$4.9M
961,624
+4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
JCPI
JP MORGAN
-$4.2M
5,705
-94%
增持
MMIT
INDEXIQ IQ
+$3.7M
750,162
+23%
增持
DGRW
WISDOMTREE TRUST
+$3.6M
57,633
+12008%
增持
NUMG
NUVEEN ESG
+$3.5M
239,282
+48%
减持
VIG
VANGUARD DIVIDEND
-$3.1M
51,059
-29%
增持
USFR
WISDOMTREE FLOATING
+$2.8M
56,384
+7019%
增持
GSIE
GOLDMAN SACHS
+$2.0M
733,211
+3%
减持
GSLC
GOLDMAN SACHS
+$1.4M
298,556
-1%
增持
SPHQ
INVESCO EXCHANGE
+$1.3M
78,826
+45%
增持
PULS
PGIM ULTRA
+$1.3M
125,420
+25%
减持
MDYG
SPDR SERIES
-$1.1M
34,740
-35%
增持
CWI
SPDR MSCI
+$1.1M
321,096
+8%
增持
DLN
WISDOMTREE U S
+$1.1M
373,576
+5%
增持
OMFS
INVESCO RUSSELL
+$939.7K
91,487
+37%
减持
MTUM
ISHARES MSCI
-$842.4K
19,916
-20%
增持
FYC
FIRST TRUST
+$766.9K
31,865
+64%
增持
SPTM
SPDR PORTFOLIO
+$761.9K
207,027
+1%
减持
IVV
ISHARES CORE
+$634.5K
51,888
-4%
减持
SPMO
INVESCO EXCHANGE
-$601.0K
12,354
-45%
增持
JHMM
JOHN HANCOCK
+$478.3K
93,668
+9%
减持
—
INVESCO PUREBETA
-$475.3K
0
-100%
减持
RODM
LATTICE HARTFORD
-$451.1K
210,994
-13%
增持
AVEM
AVANTIS EMERGING
+$422.7K
43,403
+17%
增持
DON
WISDOMTREE U S
+$398.8K
478,109
+2%
增持
AAPL
APPLE INC
+$369.2K
6,840
+17%
减持
PBUS
INVESCO PUREBETA
-$323.0K
48,036
-20%
减持
DLS
WISDOMTREE INTL
-$321.9K
9,077
-40%
增持
SPAB
SPDR PORTFOLIO
+$313.4K
75,084
+16%
增持
SCHX
SCHWAB US
+$285.4K
9,648
+140%
建仓
OXY
OCCIDENTAL PETROLEUM
+$249.7K
4,000
建仓
FTSM
FIRST TRUST
+$246.7K
4,146
增持
CSB
VICTORYSHARES US
+$243.4K
25,391
+22%
增持
AMZN
AMAZON COM
+$231.7K
3,304
+153%
减持
XSOE
WISDOMTREE EMERGING
-$215.4K
27,869
-25%
减持
SPMD
SPDR PORTFOLIO
+$185.3K
134,708
-0%
增持
MSFT
MICROSOFT CORP
+$179.8K
1,974
+22%
减持
SLYV
SPDR SERIES
-$141.0K
3,230
-38%
减持
SLYG
SPDR SERIES
-$138.0K
398
-83%
减持
SMLV
SPDR SSGA
-$135.1K
21,362
-3%
减持
SPYV
SPDR PORTFOLIO
-$119.1K
80,769
-8%
增持
SCHM
SCHWAB US
+$118.1K
24,841
+4%
减持
JSML
JANUS DETROIT
-$111.1K
15,843
-20%
减持
GEM
GOLDMAN SACHS
-$100.7K
18,827
-19%
增持
SCHF
SCHWAB INTL
+$100.0K
3,072
+1342%
增持
SPGM
SPDR MSCI
+$95.9K
6,091
+37%
减持
DES
WISDOMTREE U S
-$92.7K
54,641
-6%
清仓
STIP
ISHARES 0-5
-$82.4K
0
-100%
建仓
MOAT
VANECK MORNINGSTAR
+$80.1K
1,085
增持
ISMD
NORTHERN LIGHTS
+$79.6K
4,980
+100%
减持
VTI
VANGUARD TOTAL
+$69.1K
5,592
-0%
清仓
—
EVEREST REINSURANCE
-$69.0K
0
-100%
减持
AVDV
AVANTIS INTL
+$68.3K
32,908
-2%
增持
CVX
CHEVRON CORP
+$67.8K
1,967
+40%
增持
NUDM
NUVEEN ESG
+$67.2K
7,543
+34%
建仓
AOK
ISHARES CORE
+$66.4K
1,900
建仓
BBSC
JP MORGAN
+$61.0K
1,123
减持
BSV
VANGUARD SHORT
-$57.3K
275
-74%
清仓
VCSH
VANGUARD SHORT
-$57.1K
0
-100%
增持
SUSA
ISHARES MSCI
+$56.4K
2,716
+23%
减持
AMGN
AMGEN INC
-$55.9K
20
-91%
减持
VOO
VANGUARD S&P
-$54.2K
180
-48%
清仓
MMTM
SPDR S&P
-$54.2K
0
-100%
清仓
USRT
ISHARES CORE
-$51.1K
0
-100%
增持
SPSB
SPDR PORTFOLIO
+$49.1K
8,817
+22%
减持
GTO
INVESCO TOTAL
-$48.9K
100,207
-3%
减持
MDYV
SPDR SERIES
+$48.5K
58,010
-1%
增持
BBRE
JPMORGAN BETABUILDERS
+$47.4K
11,067
+4%
减持
WPC
W P CAREY
-$46.7K
3,096
-16%
增持
UNH
UNITEDHEALTH GROUP
+$46.6K
195
+127%
减持
IJR
ISHARES CORE
-$46.3K
4,089
-12%
减持
VWO
VANGUARD FSTE
-$46.1K
321
-79%
增持
WMT
WALMART INC
+$45.1K
447
+204%
增持
—
MARATHON OIL
+$45.0K
2,000
+1752%
增持
COST
COSTCO WHOLESALE
+$44.8K
261
+40%
减持
SCHP
SCHWAB US
-$43.8K
120
-88%
减持
FEX
FIRST TRUST
-$43.0K
2,277
-19%
建仓
FPE
FIRST TRUST
+$42.3K
2,650
增持
EXAS
EXACT SCIENCES
+$41.7K
1,740
+13%
增持
SCHA
SCHWAB US
+$39.8K
1,433
+187%
减持
VSS
VANGUARD FTSE
+$39.1K
8,275
-2%
增持
QQQ
INVESCO QQQ
+$36.6K
524
+6%
清仓
IXUS
ISHARES CORE
-$36.2K
0
-100%
清仓
BIV
VANGUARD INTERMEDIATE
-$35.3K
0
-100%
减持
NEE
NEXTERA ENERGY
-$33.3K
3,200
-4%
减持
IJH
ISHARES CORE
-$31.5K
1,220
-12%
建仓
FMB
FIRST TRUST
+$31.3K
615
增持
VGT
VANGUARD INFORMATION
+$30.7K
116
+164%
建仓
AVUV
AVANTIS U S
+$30.4K
411
减持
IWM
ISHARES RUSSELL
-$30.4K
2,063
-10%
减持
SPSM
SPDR PORTFOLIO
-$30.2K
72,883
-3%
建仓
URI
UNITED RENTALS
+$29.7K
75
减持
DBEF
X TRACKERS
-$28.9K
14,834
-13%
增持
JNJ
JOHNSON & JOHNSON
+$28.3K
937
+42%
建仓
LNC
LINCOLN NATL CORP IN
+$28.1K
1,250
清仓
—
GLOBAL X
-$28.0K
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES
+$26.6K
272
建仓
ZION
ZIONS BANCORPORATION
+$26.2K
874
增持
—
EXXON MOBIL
+$25.6K
435
+118%
清仓
PFF
ISHARES U S
-$25.5K
0
-100%
减持
CION
CION INVESTMENT
-$24.4K
879
-74%
减持
JSMD
JANUS DETROIT
-$24.4K
37,522
-8%
减持
SO
SOUTHERN COMPANY
-$24.3K
207
-62%
建仓
IHI
ISHARES U S
+$24.3K
450
清仓
AFL
AFLAC INC
-$23.9K
0
-100%
增持
GOOGL
ALPHABET INC
+$23.8K
400
+100%
建仓
GOVT
ISHARES U S
+$23.1K
986
清仓
MUST
COLUMBIA MULTI
-$22.4K
0
-100%
增持
JPM
JPMORGAN CHASE
+$22.3K
1,197
+20%
增持
NUSC
NUVEEN ESG
+$22.0K
2,367
+31%
增持
AMT
AMERICAN TOWER
+$21.9K
181
+155%
减持
DIS
WALT DISNEY
+$21.9K
1,925
-2%
清仓
EES
WISDOMTREE U S
-$21.5K
0
-100%
建仓
CIBR
FIRST TRUST
+$21.4K
500
增持
CRM
SALESFORCE INC
+$21.3K
120
+500%
清仓
HYLB
X TRACKERS
-$21.3K
0
-100%
减持
UITB
VICTORYSHARES USAA
-$20.5K
2,154
-19%
减持
GWW
GRAINGER W W
+$20.2K
165
-2%
建仓
FTCS
FIRST TRUST
+$19.8K
272
清仓
EEM
ISHARES MSCI
-$19.8K
0
-100%
清仓
JPC
NUVEEN PFD
-$19.7K
0
-100%
减持
SPEM
SPDR PORTFOLIO
+$19.5K
19,296
-0%
增持
PEP
PEPSICO INC
+$19.2K
1,596
+6%
增持
VB
VANGUARD SMALL
+$19.1K
1,219
+6%
减持
LMT
LOCKHEED MARTIN
-$18.4K
69
-34%
减持
GLD
SPDR GOLD
-$18.3K
562
-21%
增持
V
VISA INC
+$18.0K
430
+13%
减持
MLPX
GLOBAL X
-$17.8K
3,782
-9%
增持
ELV
ELEVANCE HEALTH
+$17.5K
154
+48%
减持
LQD
ISHARES IBOXX
-$17.4K
500
-27%
减持
XLRE
SELECT SECTOR
-$16.9K
1,432
-25%
清仓
GILD
GILEAD SCIENCES
-$16.8K
0
-100%
增持
PYPL
PAYPAL HOLDINGS
+$16.5K
475
+73%
清仓
COP
CONOCOPHILLIPS
-$16.4K
0
-100%
增持
COWZ
PACER US
+$16.1K
531
+177%
建仓
SMMU
PIMCO SHORT
+$15.9K
320
减持
META
META PLATFORMS
+$15.8K
179
-3%
建仓
EGP
EASTGROUP PROPERTIES
+$15.7K
95
增持
F
FORD MOTOR
+$15.6K
3,292
+48%
清仓
IBN
ICICI BANK
-$15.5K
0
-100%
建仓
PSX
PHILLIPS 66
+$15.2K
150
建仓
FBT
FIRST TRUST
+$15.2K
98
增持
GDX
VANECK GOLD
+$15.2K
698
+169%
建仓
—
NUTEX HEALTH
+$15.2K
15,000
增持
SQ
BLOCK INC
+$14.9K
400
+100%
增持
ABNB
AIRBNB INC
+$14.8K
160
+167%
建仓
TDIV
FIRST TRUST
+$14.3K
265
减持
DTD
WISDOMTREE U S
-$13.4K
376
-37%
