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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 54
减持 63
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR PORTFOLIO
+$15.5M
1,335,022
+38%
建仓
JMUB
JP MORGAN
+$14.5M
285,004
建仓
HAP
VANECK NATURAL
+$12.4M
254,525
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。
建仓
IMCG
ISHARES MORNINGSTAR
+$9.8M
152,532
减持
NUMG
NUVEEN ESG
-$8.7M
46,829
-84%
增持
GUNR
FLEXSHARES MORNINGSTAR
+$4.4M
108,412
+28887%
增持
AVDE
AVANTIS INTL
+$4.3M
115,890
+142%
增持
SPYM
SPDR PORTFOLIO
+$4.2M
733,939
+0%
减持
MMIT
INDEXIQ IQ
-$2.9M
929,833
-15%
建仓
ISCG
ISHARES MORNINGSTAR
+$2.8M
62,604
增持
PULS
PGIM ULTRA
+$2.7M
147,043
+61%
减持
DON
WISDOMTREE U S
+$2.3M
488,309
-0%
减持
FYC
FIRST TRUST
-$2.2M
1,059
-97%
减持
GSLC
GOLDMAN SACHS
+$2.0M
271,653
-3%
减持
VUG
VANGUARD GROWTH
+$1.9M
51,096
-0%
增持
DLN
WISDOMTREE U S
+$1.9M
383,261
+0%
增持
BBSC
JP MORGAN
+$1.5M
33,306
+233%
增持
CWI
SPDR MSCI
+$1.4M
354,101
+8%
减持
IVV
ISHARES CORE
+$1.3M
46,111
-5%
增持
SPMD
SPDR PORTFOLIO
+$1.2M
144,887
+8%
清仓
BBRE
JPMORGAN BETABUILDERS
-$1.0M
0
-100%
增持
SPHQ
INVESCO EXCHANGE
+$1.0M
115,938
+10%
增持
DFIS
DIMENSIONAL INTL
+$979.1K
59,763
+182%
减持
SPTM
SPDR PORTFOLIO
+$961.3K
195,813
-2%
增持
SPYV
SPDR PORTFOLIO
+$911.2K
87,542
+14%
增持
DGRW
WISDOMTREE TRUST
+$848.3K
65,838
+11%
增持
MDYV
SPDR SERIES
+$718.3K
64,450
+4%
增持
JSMD
JANUS DETROIT
+$710.2K
40,221
+22%
增持
SPAB
SPDR PORTFOLIO
+$696.7K
114,626
+24%
减持
GSIE
GOLDMAN SACHS
-$691.5K
599,284
-11%
增持
SPSM
SPDR PORTFOLIO
+$673.9K
82,698
+8%
增持
SLYV
SPDR SERIES
+$565.6K
11,286
+118%
减持
OMFS
INVESCO RUSSELL
-$557.6K
77,245
-26%
增持
AVEM
AVANTIS EMERGING
+$487.2K
53,276
+12%
减持
AVDV
AVANTIS INTL
-$415.8K
20,624
-30%
减持
JHMM
JOHN HANCOCK
+$391.2K
97,113
-3%
增持
BBMC
JPMORGAN BETABUILDERS
+$389.9K
5,543
+424%
减持
SPYG
SPDR PORTFOLIO
+$368.9K
96,231
-3%
减持
GTO
INVESCO TOTAL
-$343.5K
93,690
-12%
减持
XSOE
WISDOMTREE EMERGING
-$286.9K
6,855
-62%
增持
JMST
JP MORGAN
+$255.7K
35,982
+16%
增持
USFR
WISDOMTREE FLOATING
+$238.7K
16,901
+39%
减持
VIG
VANGUARD DIVIDEND
+$237.7K
43,934
-6%
减持
SMLV
SPDR SSGA
+$200.1K
18,837
-3%
减持
RODM
LATTICE HARTFORD
+$196.1K
178,925
-3%
增持
SPEM
SPDR PORTFOLIO
+$190.1K
25,534
+20%
增持
SJNK
SPDR BLOOMBERG
+$160.5K
42,870
+14%
清仓
MUB
ISHARES NATIONAL
-$158.5K
0
-100%
减持
DES
WISDOMTREE U S
+$140.5K
46,533
-3%
增持
SPGM
SPDR MSCI
+$132.6K
8,495
+27%
减持
DBEF
X TRACKERS
-$129.5K
8,222
-34%
减持
AAPL
APPLE INC
+$119.9K
6,205
-1%
减持
VTI
VANGUARD TOTAL
+$119.7K
4,914
-0%
减持
MTUM
ISHARES MSCI
-$103.4K
5,805
-20%
减持
MDYG
SPDR SERIES
+$94.4K
22,934
-3%
减持
MSFT
MICROSOFT CORP
+$90.8K
1,818
-3%
增持
VOO
VANGUARD S&P
+$88.0K
908
+16%
建仓
SMMD
ISHARES RUSSELL
+$87.7K
1,425
增持
IWM
ISHARES RUSSELL
+$82.1K
2,054
+10%
增持
VEA
VANGUARD FTSE
+$77.5K
5,300
+31%
清仓
DEM
WISDOMTREE EMERGING
-$76.5K
0
-100%
减持
IUSG
ISHARES S&P
-$71.3K
169
-82%
减持
SLYG
SPDR SERIES
-$63.9K
99
-90%
减持
JSML
JANUS DETROIT
+$63.2K
11,972
-5%
建仓
IVE
ISHARES S&P
+$60.9K
350
建仓
IVW
ISHARES S&P
+$60.8K
810
清仓
SCHA
SCHWAB US
-$59.4K
0
-100%
减持
DLS
WISDOMTREE INTL
-$56.6K
4,532
-25%
清仓
IQDG
WISDOMTREE INTL
-$49.3K
0
-100%
增持
LNT
ALLIANT ENERGY
+$48.0K
1,692
+112%
增持
BRK/B
BERKSHIRE HATHAWAY
+$46.2K
1,420
+8%
减持
ISMD
NORTHERN LIGHTS
-$45.8K
2,553
-42%
增持
IJH
ISHARES CORE
+$44.3K
1,216
+4%
增持
VGT
VANGUARD INFORMATION
+$44.0K
199
+58%
增持
SO
SOUTHERN COMPANY
+$44.0K
818
+295%
减持
DIS
WALT DISNEY
-$41.6K
1,459
-32%
减持
PBUS
INVESCO MSCI
+$41.3K
31,691
-8%
建仓
NBCM
NEUBERGER BERMAN
+$38.6K
1,866
减持
QQQ
INVESCO QQQ
+$37.0K
763
-1%
减持
WEC
WEC ENERGY
-$36.6K
3,942
-14%
减持
VSS
VANGUARD FTSE
-$36.4K
6,509
-12%
增持
AMZN
AMAZON COM
+$36.3K
1,254
+3%
增持
VWO
VANGUARD FSTE
+$35.2K
1,819
+80%
减持
F
FORD MOTOR
-$34.3K
2,336
-54%
增持
NVDA
NVIDIA CORP
+$33.7K
430
+4%
增持
SPSB
SPDR PORTFOLIO
+$33.4K
10,813
+10%
减持
HRL
HORMEL FOODS
-$32.9K
1,514
-29%
增持
XLE
SECTOR ENERGY
+$32.6K
547
+272%
建仓
XLP
SECTOR CONSUMER
+$30.8K
427
增持
JPM
JPMORGAN CHASE
+$30.6K
1,030
+3%
增持
BMO
BANK MONTREAL
+$29.8K
496
+118%
增持
IAU
ISHARES GOLD
+$29.5K
2,968
+20%
减持
CSB
VICTORYSHARES US
-$27.8K
27,778
-14%
增持
VB
VANGUARD SMALL
+$27.7K
1,017
+2%
清仓
XLRE
SELECT SECTOR
-$27.3K
0
-100%
增持
AVGO
BROADCOM INC
+$26.5K
49
+44%
减持
JCPI
JP MORGAN
-$25.6K
1,898
-25%
减持
CION
CION INVESTMENT
-$25.5K
149
-94%
增持
MRK
MERCK & COMPANY
+$24.2K
1,785
+8%
建仓
AVA
AVISTA CORP
+$23.9K
670
清仓
NUMV
NUVEEN ESG
-$23.5K
0
-100%
减持
SCHM
SCHWAB US
-$23.5K
19,670
-12%
减持
—
ENERPLUS CORP
-$22.7K
1,015
-53%
增持
FIS
FIDELITY NATIONAL
+$22.0K
1,375
+25%
减持
RTX
RTX CORP
-$21.9K
2
-99%
增持
SPY
SPDR S&P
+$21.8K
341
+4%
减持
GEM
GOLDMAN SACHS
-$21.6K
11,084
-12%
减持
HD
HOME DEPOT
+$21.3K
622
-3%
建仓
XLK
SECTOR TECHNOLOGY
+$20.8K
108
增持
KO
COCA COLA COMPANY
+$20.6K
402
+631%
增持
GOOGL
ALPHABET INC
+$19.1K
343
+56%
减持
MCD
MCDONALDS CORP
-$18.4K
414
-23%
减持
COST
COSTCO WHOLESALE
+$16.9K
261
-5%
增持
ELV
ELEVANCE HEALTH
+$16.0K
130
+25%
增持
XLV
SECTOR HEALTHCARE
+$16.0K
320
+49%
增持
NUDM
NUVEEN ESG
+$15.2K
5,707
+2%
减持
MGEE
MGE ENERGY INC
-$15.1K
528
-32%
减持
DE
DEERE & CO
-$15.1K
420
-13%
清仓
CARR
CARRIER GLOBAL
-$15.0K
0
-100%
减持
TXN
TEXAS INSTRUMENTS
-$13.6K
75
-55%
减持
IWF
ISHARES RUSSELL
-$13.6K
1,159
-16%
减持
BA
BOEING COMPANY
-$12.8K
14
-84%
建仓
DGRO
ISHARES CORE
+$12.7K
236
减持
NUBD
NUVEEN ESG
-$12.2K
2,799
-21%
清仓
CGGR
CAPITAL GROUP
-$12.1K
0
-100%
增持
BBUS
JPMORGAN BETABUILDERS
+$11.9K
451
+30%
减持
FVD
FIRST TRUST
-$11.8K
12,197
-10%
建仓
COPX
GLOBAL X
+$11.6K
310
清仓
OTIS
OTIS WORLDWIDE
-$10.9K
0
-100%
清仓
ECL
ECOLAB INC
-$10.7K
0
-100%
减持
WPC
W P CAREY
+$10.6K
2,594
-11%
增持
AMAT
APPLIED MATERIALS
+$10.4K
438
+0%
减持
GLD
SPDR GOLD
+$10.3K
635
-2%
增持
—
CYBIN INC
-$10.3K
104,513
+5%
建仓
XLY
CONSUMER DISCRETIONARY
+$9.8K
55
清仓
—
LITHIUM AMERS
-$9.4K
0
-100%
减持
—
EXXON MOBIL
-$8.4K
235
-13%
建仓
MAA
MID AMERICA
+$8.1K
60
清仓
GRNB
VANECK GREEN
-$8.0K
0
-100%
清仓
—
PRINCIPAL MILLENNIAL
-$7.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$7.4K
786
-6%
清仓
REAL
THE REALREAL
-$7.4K
0
-100%
建仓
XLC
SELECT SECTOR
+$7.3K
100
减持
T
AT&T INC
-$7.1K
885
-40%
减持
C
CITIGROUP INC
-$7.0K
4
-98%
清仓
EWW
ISHARES MSCI
-$7.0K
0
-100%
减持
SMOT
VANECK MORNINGSTAR
-$7.0K
2,305
-18%
减持
PFE
PFIZER INC
-$6.9K
1,411
-2%
建仓
KMX
CARMAX INC
+$6.9K
90
减持
ABBV
ABBVIE INC
-$6.6K
738
-9%
