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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 39
减持 80
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
MMIT
INDEXIQ IQ
+$2.9M
1,093,881
+17%
减持
GSLC
GOLDMAN SACHS
-$2.0M
279,275
-5%
减持
JMST
JP MORGAN
-$2.0M
31,120
-56%
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
SPYM
SPDR PORTFOLIO
-$1.9M
732,411
-1%
减持
GSIE
GOLDMAN SACHS
-$1.8M
674,796
-4%
减持
IVV
ISHARES CORE
-$1.7M
48,341
-4%
增持
AVDE
AVANTIS INTL
+$1.5M
47,962
+138%
减持
USFR
WISDOMTREE FLOATING
-$1.4M
12,130
-69%
减持
MTUM
ISHARES MSCI
-$957.2K
7,259
-47%
减持
SPTM
SPDR PORTFOLIO
-$877.5K
199,732
-4%
减持
VIG
VANGUARD DIVIDEND
-$745.1K
46,651
-5%
增持
DLN
WISDOMTREE U S
-$591.2K
382,803
+1%
增持
NUMG
NUVEEN ESG
-$590.9K
290,846
+1%
减持
MDYV
SPDR SERIES
-$555.5K
61,842
-7%
减持
PBUS
INVESCO MSCI
-$539.0K
34,417
-24%
减持
PULS
PGIM ULTRA
-$483.0K
91,552
-10%
减持
SPYG
SPDR PORTFOLIO
-$468.3K
99,390
-5%
减持
SPMD
SPDR PORTFOLIO
-$452.8K
134,433
-3%
减持
VOO
VANGUARD S&P
-$452.5K
786
-58%
减持
RODM
LATTICE HARTFORD
-$409.9K
183,626
-6%
减持
VEA
VANGUARD FTSE
-$403.8K
4,035
-68%
增持
GTO
INVESCO TOTAL
+$381.2K
106,866
+13%
减持
SPSM
SPDR PORTFOLIO
-$362.6K
76,269
-7%
减持
SPMO
INVESCO EXCHANGE
-$360.8K
454
-93%
增持
VUG
VANGUARD GROWTH
-$349.2K
51,289
+1%
增持
SJNK
SPDR BLOOMBERG
+$342.1K
37,499
+61%
增持
OMFS
INVESCO RUSSELL
+$326.3K
104,765
+18%
减持
SPYV
SPDR PORTFOLIO
-$318.1K
76,850
-5%
增持
CWI
SPDR MSCI
-$316.5K
327,249
+1%
增持
DON
WISDOMTREE U S
-$316.2K
489,615
+1%
减持
JHMM
JOHN HANCOCK
-$283.2K
99,806
-1%
清仓
VTEB
VANGUARD MUNICIPAL
-$267.8K
0
-100%
减持
VTV
VANGUARD VALUE
-$264.6K
1,236
-60%
减持
DGRW
WISDOMTREE TRUST
-$264.6K
59,518
-2%
减持
JSMD
JANUS DETROIT
-$231.2K
33,092
-5%
减持
FYC
FIRST TRUST
-$225.4K
40,437
-3%
增持
DFIS
DIMENSIONAL INTL
+$214.0K
21,212
+93%
减持
AVDV
AVANTIS INTL
-$209.1K
29,465
-11%
清仓
TFI
SPDR NUVEEN
-$196.6K
0
-100%
增持
SPDW
SPDR PORTFOLIO
-$193.8K
964,539
+4%
减持
MDYG
SPDR SERIES
-$181.7K
23,735
-7%
减持
VWO
VANGUARD FSTE
-$170.0K
1,008
-80%
清仓
SPIB
SPDR PORTFOLIO
-$166.3K
0
-100%
清仓
FLTR
VANECK IG
-$164.6K
0
-100%
减持
SMLV
SPDR SSGA
-$159.3K
19,408
-4%
减持
BND
VANGUARD TOTAL
-$131.7K
118
-94%
减持
SCHM
SCHWAB US
-$131.4K
22,237
-3%
增持
SLYV
SPDR SERIES
+$126.3K
5,177
+61%
增持
SPHQ
INVESCO EXCHANGE
+$117.7K
105,192
+3%
减持
SCHX
SCHWAB US
-$116.3K
8,148
-19%
减持
AVEM
AVANTIS EMERGING
-$115.6K
47,681
-3%
增持
AAPL
APPLE INC
-$112.9K
6,277
+3%
减持
CSB
VICTORYSHARES US
-$106.2K
32,309
-2%
减持
DES
WISDOMTREE U S
-$102.2K
48,103
-5%
清仓
VIGI
VANGUARD INTERNATIONAL
-$95.8K
0
-100%
清仓
VGLT
VANGUARD LONG
-$95.7K
0
-100%
减持
VTI
VANGUARD TOTAL
-$86.9K
4,924
-4%
建仓
XEL
XCEL ENERGY
+$73.0K
1,276
减持
JCPI
JP MORGAN
-$70.5K
2,519
-37%
增持
SPAB
SPDR PORTFOLIO
-$69.1K
92,124
+1%
增持
JSML
JANUS DETROIT
-$64.4K
12,614
+1%
建仓
—
JOHNSON CONTROLS
+$59.9K
1,125
减持
QCLN
FIRST TRUST
-$56.3K
420
-71%
减持
IWM
ISHARES RUSSELL
-$56.2K
1,868
-9%
减持
PHO
INVESCO WATER
-$53.2K
425
-68%
减持
FVD
FIRST TRUST
-$52.6K
13,547
-3%
减持
MSFT
MICROSOFT CORP
-$52.5K
1,878
-1%
减持
IJR
ISHARES CORE
-$52.2K
3,608
-8%
减持
XSOE
WISDOMTREE EMERGING
-$51.2K
18,179
-5%
增持
BBRE
JPMORGAN BETABUILDERS
-$50.0K
13,363
+4%
减持
PEP
PEPSICO INC
-$45.8K
1,202
-11%
减持
GEM
GOLDMAN SACHS
-$43.4K
12,620
-7%
减持
WPC
W P CAREY
-$42.7K
2,913
-2%
减持
VB
VANGUARD SMALL
-$42.1K
1,001
-14%
减持
DLS
WISDOMTREE INTL
-$40.2K
6,020
-7%
减持
—
WALGREENS BOOTS
-$40.0K
6,165
-1%
建仓
—
ENERPLUS CORP
+$38.3K
2,170
建仓
SPGP
INVESCO S&P
+$37.1K
407
减持
VSS
VANGUARD FTSE
-$35.5K
7,393
-0%
减持
IWF
ISHARES RUSSELL
-$34.6K
1,372
-6%
增持
MCD
MCDONALDS CORP
+$34.1K
536
+49%
清仓
INTC
INTEL CORP
-$33.4K
0
-100%
增持
WEC
WEC ENERGY
+$33.3K
4,574
+20%
清仓
BNDX
VANGUARD TOTAL
-$32.9K
0
-100%
增持
VGT
VANGUARD INFORMATION
+$32.8K
126
+186%
减持
USMV
ISHARES MSCI
-$30.9K
196
-68%
增持
SPSB
SPDR PORTFOLIO
+$28.8K
9,842
+12%
增持
QQQ
INVESCO QQQ
+$28.7K
769
+15%
减持
TSLA
TESLA INC
-$28.4K
241
-29%
减持
FIS
FIDELITY NATIONAL
-$28.3K
1,097
-33%
增持
F
FORD MOTOR
+$27.9K
5,056
+119%
增持
BBSC
JP MORGAN
-$26.6K
10,000
+1%
减持
IJH
ISHARES CORE
-$26.3K
1,174
-4%
增持
CION
CION INVESTMENT
+$25.7K
2,576
+1629%
清仓
BTO
HANCOCK JOHN
-$25.3K
0
-100%
减持
ELV
ELEVANCE HEALTH
-$23.1K
104
-32%
增持
SPGM
SPDR MSCI
+$22.8K
6,685
+11%
减持
NVDA
NVIDIA CORP
-$22.1K
412
-13%
清仓
—
WORLD WRESTLING
-$21.7K
0
-100%
增持
—
CYBIN INC
+$21.6K
99,940
+20%
减持
VO
VANGUARD MID
-$21.1K
49
-65%
清仓
AMT
AMERICAN TOWER
-$20.2K
0
-100%
清仓
SCHG
SCHWAB US
-$20.0K
0
-100%
减持
SCHD
SCHWAB US
-$19.3K
48
-85%
减持
UITB
VICTORYSHARES CORE
-$18.0K
1,824
-15%
减持
SCHF
SCHWAB INTL
-$17.9K
3,141
-10%
增持
SMOT
VANECK MORNINGSTAR
+$17.7K
2,800
+36%
增持
ABBV
ABBVIE INC
+$17.3K
811
+5%
建仓
TKO
TKO GROUP
+$16.8K
200
减持
SCHA
SCHWAB US
-$16.6K
1,433
-17%
增持
MRK
MERCK & COMPANY
-$16.6K
1,655
+2%
清仓
IGM
ISHARES EXPANDED
-$16.5K
0
-100%
减持
ESGU
ISHARES ESG
-$15.9K
480
-23%
建仓
AGG
ISHARES CORE
+$15.3K
163
减持
DE
DEERE & CO
-$15.1K
485
-1%
减持
MLPX
GLOBAL X
-$14.9K
3,358
-11%
减持
DFUS
DIMENSIONAL US
-$14.8K
2,460
-8%
减持
PG
PROCTER & GAMBLE
-$14.6K
153
-37%
增持
GE
GENERAL ELECTRIC
+$14.5K
473
+38%
减持
IAU
ISHARES GOLD
-$14.0K
2,468
-11%
减持
IUSG
ISHARES S&P
-$13.6K
937
-11%
增持
BA
BOEING COMPANY
+$13.5K
86
+514%
增持
BMO
BANK MONTREAL
+$13.2K
228
+240%
减持
IEMG
ISHARES CORE
-$12.9K
1,831
-10%
减持
XLRE
SELECT SECTOR
-$12.3K
801
-24%
减持
ESGD
ISHARES ESG
-$12.3K
765
-14%
减持
ABT
ABBOTT LABORATORIES
-$12.0K
314
-19%
清仓
VOT
VANGUARD MID
-$11.7K
0
-100%
清仓
ARE
ALEXANDRIA REAL
-$10.8K
0
-100%
增持
NUBD
NUVEEN ESG
+$10.3K
3,529
+21%
清仓
QUAD
QUAD GRAPHICS
-$10.1K
0
-100%
建仓
—
HANESBRANDS INC
+$9.9K
2,510
清仓
XLF
SECTOR FINANCIAL
-$9.6K
0
-100%
建仓
NIC
NICOLET BANKSHARES
+$9.4K
135
减持
HOG
HARLEY DAVIDSON
-$9.2K
999
-17%
建仓
ARM
ARM HOLDINGS
+$9.1K
170
减持
FEX
FIRST TRUST
-$9.1K
2,247
-1%
增持
JNJ
JOHNSON & JOHNSON
+$8.5K
838
+14%
增持
ET
ENERGY TRANSFER
+$8.1K
5,085
+2%
减持
SPLV
INVESCO EXCHANGE
-$7.5K
602
-12%
减持
BBMC
JPMORGAN BETABUILDERS
-$7.4K
1,057
-4%
清仓
BBWI
BATH & BODY
-$7.3K
0
-100%
减持
T
AT&T INC
-$7.2K
1,463
-20%
增持
C
CITIGROUP INC
+$7.1K
176
+4300%
清仓
ADC
AGREE REALTY
-$7.0K
0
-100%
清仓
OKTA
OKTA INC
-$6.9K
0
-100%
减持
BP
BP PLC
-$6.9K
40
-83%
增持
—
EXXON MOBIL
+$6.7K
271
+15%
清仓
FTCHQ
FARFETCH LTD
-$6.6K
0
-100%
建仓
MAR
MARRIOTT INTL
+$6.3K
32
