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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 21
增持 50
减持 59
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR PORTFOLIO
-$7.6M
742,830
-23%
增持
MMIT
INDEXIQ IQ
+$4.3M
934,349
+25%
建仓
JMST
JP MORGAN
+$3.6M
70,378
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。
增持
VUG
VANGUARD GROWTH
+$3.1M
50,593
+12%
增持
NUMG
NUVEEN ESG
+$2.1M
288,326
+20%
增持
SPHQ
INVESCO EXCHANGE
+$1.4M
102,005
+29%
减持
GSLC
GOLDMAN SACHS
+$1.3M
292,751
-2%
减持
PULS
PGIM ULTRA
-$1.2M
101,475
-19%
建仓
AVDE
AVANTIS INTL
+$1.2M
20,165
减持
IVV
ISHARES CORE
+$1.1M
50,281
-3%
建仓
BRK/A
BERKSHIRE HATHAWAY
+$1.0M
2
增持
DLN
WISDOMTREE U S
+$1.0M
379,400
+2%
增持
SPTM
SPDR PORTFOLIO
+$921.0K
208,696
+1%
减持
USFR
WISDOMTREE FLOATING
-$848.6K
39,464
-30%
减持
MTUM
ISHARES MSCI
-$797.8K
13,666
-31%
增持
DON
WISDOMTREE U S
+$777.9K
484,442
+1%
增持
MDYV
SPDR SERIES
+$733.2K
66,393
+14%
增持
VOO
VANGUARD S&P
+$693.5K
1,869
+938%
增持
FYC
FIRST TRUST
+$661.0K
41,598
+31%
建仓
SJNK
SPDR BLOOMBERG
+$575.1K
23,284
减持
GSIE
GOLDMAN SACHS
-$572.7K
702,311
-4%
减持
MDYG
SPDR SERIES
-$554.9K
25,439
-27%
增持
JHMM
JOHN HANCOCK
+$521.2K
100,745
+8%
增持
BBSC
JP MORGAN
+$499.9K
9,874
+779%
增持
DGRW
WISDOMTREE TRUST
+$450.5K
60,656
+5%
减持
RODM
LATTICE HARTFORD
-$435.6K
194,525
-8%
减持
SPYG
SPDR PORTFOLIO
+$433.5K
104,247
-3%
增持
SPSM
SPDR PORTFOLIO
+$424.2K
81,796
+12%
增持
SPMD
SPDR PORTFOLIO
+$420.6K
138,148
+3%
增持
VEA
VANGUARD FTSE
+$401.1K
12,563
+217%
增持
SPAB
SPDR PORTFOLIO
+$375.0K
91,107
+21%
增持
CSB
VICTORYSHARES US
+$370.9K
32,893
+30%
减持
GTO
INVESCO TOTAL
-$341.6K
94,451
-6%
增持
AVEM
AVANTIS EMERGING
+$337.1K
48,925
+13%
减持
SPDW
SPDR PORTFOLIO
+$287.9K
925,142
-0%
减持
SPMO
INVESCO EXCHANGE
-$286.8K
6,915
-44%
建仓
VTEB
VANGUARD MUNICIPAL
+$267.8K
5,333
增持
VTV
VANGUARD VALUE
+$254.6K
3,062
+134%
建仓
DFIS
DIMENSIONAL INTL
+$251.4K
11,016
清仓
FTSM
FIRST TRUST
-$246.7K
0
-100%
减持
XSOE
WISDOMTREE EMERGING
-$239.9K
19,177
-31%
增持
BRK/B
BERKSHIRE HATHAWAY
+$230.4K
1,314
+86%
减持
SPYV
SPDR PORTFOLIO
+$200.0K
80,763
-0%
增持
CWI
SPDR MSCI
+$199.9K
323,831
+1%
建仓
TFI
SPDR NUVEEN
+$196.6K
4,259
增持
VWO
VANGUARD FSTE
+$196.5K
5,150
+1504%
增持
NVDA
NVIDIA CORP
+$190.2K
476
+1090%
减持
AMZN
AMAZON COM
-$186.9K
1,184
-64%
增持
BBRE
JPMORGAN BETABUILDERS
+$172.0K
12,903
+17%
减持
DLS
WISDOMTREE INTL
-$167.0K
6,494
-28%
减持
SMLV
SPDR SSGA
-$167.0K
20,125
-6%
建仓
SPIB
SPDR PORTFOLIO
+$166.3K
5,180
建仓
FLTR
VANECK IG
+$164.6K
6,517
减持
GEM
GOLDMAN SACHS
-$155.3K
13,551
-28%
减持
VIG
VANGUARD DIVIDEND
+$130.1K
49,213
-4%
增持
BND
VANGUARD TOTAL
+$128.9K
1,925
+1183%
减持
DES
WISDOMTREE U S
-$101.9K
50,665
-7%
建仓
VIGI
VANGUARD INTERNATIONAL
+$95.8K
1,276
建仓
VGLT
VANGUARD LONG
+$95.7K
1,506
减持
JSML
JANUS DETROIT
-$88.1K
12,459
-21%
减持
JCPI
JP MORGAN
-$86.5K
3,993
-30%
减持
VSS
VANGUARD FTSE
-$83.3K
7,428
-10%
减持
DBEF
X TRACKERS
-$82.8K
12,422
-16%
增持
BBMC
JPMORGAN BETABUILDERS
+$80.7K
1,097
+1222%
增持
QQQ
INVESCO QQQ
+$78.6K
668
+27%
减持
MSFT
MICROSOFT CORP
+$76.4K
1,896
-4%
建仓
QUAL
ISHARES MSCI
+$69.5K
515
清仓
AOK
ISHARES CORE
-$66.4K
0
-100%
增持
SCHX
SCHWAB US
+$61.9K
10,094
+5%
建仓
SMOT
VANECK MORNINGSTAR
+$61.8K
2,065
减持
AAPL
APPLE INC
+$59.7K
6,122
-10%
建仓
IBB
ISHARES BIOTECHNOLOGY
+$59.5K
469
减持
IEMG
ISHARES CORE
-$59.1K
2,030
-38%
减持
JSMD
JANUS DETROIT
+$57.9K
34,831
-7%
减持
SPY
SPDR S&P
-$55.0K
328
-33%
清仓
LQD
ISHARES IBOXX
-$54.8K
0
-100%
增持
PHO
INVESCO WATER
+$53.2K
1,345
+216%
增持
QCLN
FIRST TRUST
+$52.2K
1,450
+245%
增持
SPEM
SPDR PORTFOLIO
+$50.4K
20,620
+7%
减持
NUDM
NUVEEN ESG
-$50.2K
5,590
-26%
减持
PBUS
INVESCO PUREBETA
+$49.5K
45,444
-5%
减持
SCHM
SCHWAB US
-$49.1K
23,038
-7%
增持
SLYG
SPDR SERIES
+$46.5K
985
+147%
减持
WMT
WALMART INC
-$42.8K
147
-67%
清仓
FPE
FIRST TRUST
-$42.3K
0
-100%
建仓
IJS
ISHARES S&P
+$42.2K
444
减持
PEP
PEPSICO INC
-$41.5K
1,347
-16%
减持
WPC
W P CAREY
-$39.5K
2,964
-4%
减持
T
AT&T INC
-$34.0K
1,831
-44%
增持
TJX
TJX COS
+$33.3K
577
+189%
建仓
BNDX
VANGUARD TOTAL
+$32.9K
674
清仓
LMT
LOCKHEED MARTIN
-$32.6K
0
-100%
增持
TSLA
TESLA INC
+$32.3K
339
+25%
清仓
FMB
FIRST TRUST
-$31.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS
-$31.2K
938
-45%
清仓
AVUV
AVANTIS U S
-$30.4K
0
-100%
清仓
—
INVESCO PUREBETA
-$29.1K
0
-100%
清仓
LNC
LINCOLN NATL CORP IN
-$28.1K
0
-100%
建仓
BBUS
JPMORGAN BETABUILDERS
+$27.7K
348
减持
PFE
PFIZER INC
-$26.2K
1,400
-26%
清仓
ZION
ZIONS BANCORPORATION
-$26.2K
0
-100%
建仓
BTO
HANCOCK JOHN
+$25.3K
944
减持
VGT
VANGUARD INFORMATION
-$25.3K
44
-62%
清仓
IHI
ISHARES U S
-$24.3K
0
-100%
增持
DHR
DANAHER CORP
+$23.7K
129
+345%
减持
JNJ
JOHNSON & JOHNSON
-$23.2K
738
-21%
清仓
GOVT
ISHARES U S
-$23.1K
0
-100%
增持
VNQ
VANGUARD REAL
+$22.9K
323
+559%
增持
CSCO
CISCO SYSTEMS
+$22.8K
455
+2933%
增持
AMGN
AMGEN INC
+$22.7K
124
+520%
减持
—
EXXON MOBIL
-$22.5K
235
-46%
清仓
CIBR
FIRST TRUST
-$21.4K
0
-100%
减持
MET
METLIFE INC
-$21.3K
80
-82%
清仓
BSV
VANGUARD SHORT
-$21.0K
0
-100%
增持
VBR
VANGUARD SMALL
+$20.5K
285
+70%
建仓
SCHG
SCHWAB US
+$20.0K
267
清仓
FTCS
FIRST TRUST
-$19.8K
0
-100%
增持
VBK
VANGUARD SMALL
+$19.7K
161
+101%
增持
SMMU
PIMCO SHORT
+$18.7K
700
+119%
减持
ABNB
AIRBNB INC
-$18.6K
10
-94%
增持
ABBV
ABBVIE INC
-$18.4K
769
+0%
增持
COST
COSTCO WHOLESALE
+$18.4K
275
+5%
减持
HD
HOME DEPOT
-$17.8K
643
-13%
减持
PYPL
PAYPAL HOLDINGS
-$17.7K
275
-42%
增持
SCHF
SCHWAB INTL
+$17.7K
3,495
+14%
减持
UNH
UNITEDHEALTH GROUP
-$17.2K
156
-20%
减持
AMT
AMERICAN TOWER
-$16.8K
104
-43%
增持
GNRC
GENERAC HOLDINGS
+$16.8K
376
+3%
增持
DIS
WALT DISNEY
-$16.3K
1,976
+3%
增持
SCHA
SCHWAB US
+$15.9K
1,735
+21%
减持
IQDG
WISDOMTREE INTL
-$15.5K
1,410
-25%
减持
GDX
VANECK GOLD
-$15.4K
237
-66%
减持
COWZ
PACER US
-$15.4K
200
-62%
清仓
PSX
PHILLIPS 66
-$15.2K
0
-100%
清仓
FBT
FIRST TRUST
-$15.2K
0
-100%
减持
GOOGL
ALPHABET INC
-$15.2K
220
-45%
建仓
GUNR
FLEXSHARES MORNINGSTAR
+$15.0K
374
建仓
EFA
ISHARES MSCI
+$14.9K
206
减持
ISMD
NORTHERN LIGHTS
-$14.5K
4,360
-12%
减持
DEM
WISDOMTREE EMERGING
-$14.3K
2,040
-16%
减持
SQ
BLOCK INC
-$14.1K
200
-50%
减持
—
MEDTRONIC PLC
-$14.1K
123
-60%
减持
XLRE
SELECT SECTOR
-$13.9K
1,051
-27%
增持
MMM
3M COMPANY
+$13.4K
634
+33%
清仓
PANW
PALO ALTO
-$13.2K
0
-100%
清仓
ENB
ENBRIDGE INC
-$13.2K
0
-100%
清仓
IBM
INTL BUSINESS
-$13.1K
0
-100%
减持
OMFS
INVESCO RUSSELL
+$13.1K
89,108
-3%
增持
DE
DEERE & CO
+$12.8K
489
+9%
减持
KO
COCA COLA COMPANY
-$12.5K
55
-78%
