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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 20
增持 64
减持 52
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
SPDW
SPDR PORTFOLIO
-$7.4M
1,060,502
-21%
增持
SPYM
SPDR PORTFOLIO
+$4.4M
738,057
+1%
增持
DLN
WISDOMTREE U S
+$2.7M
389,773
+2%
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
PULS
PGIM ULTRA
+$2.5M
196,710
+34%
建仓
HTAB
HARTFORD SCHRODERS
+$2.4M
122,215
增持
HAP
VANECK NATURAL
+$2.1M
285,556
+12%
减持
GSLC
GOLDMAN SACHS
+$2.0M
264,575
-3%
增持
AVDE
AVANTIS INTL
+$1.8M
137,890
+19%
增持
DON
WISDOMTREE U S
+$1.7M
493,093
+1%
增持
NBCM
NEUBERGER BERMAN
+$1.6M
74,435
+3889%
减持
JMST
JP MORGAN
-$1.5M
5,735
-84%
增持
IMCG
ISHARES MORNINGSTAR
+$1.4M
159,474
+5%
增持
MMIT
INDEXIQ IQ
+$1.3M
991,322
+7%
增持
SPMD
SPDR PORTFOLIO
+$1.2M
155,140
+7%
减持
VUG
VANGUARD GROWTH
+$1.2M
49,543
-3%
减持
IVV
ISHARES CORE
+$1.0M
43,814
-5%
增持
DGRW
WISDOMTREE TRUST
+$798.3K
71,209
+8%
减持
SPTM
SPDR PORTFOLIO
+$673.6K
188,914
-4%
增持
GUNR
FLEXSHARES MORNINGSTAR
+$643.4K
123,760
+14%
减持
USFR
WISDOMTREE FLOATING
-$570.6K
5,538
-67%
减持
SPHQ
INVESCO EXCHANGE
+$539.0K
112,693
-3%
增持
JHMM
JOHN HANCOCK
+$505.1K
97,928
+1%
建仓
GNR
SPDR S&P
+$478.9K
8,267
减持
SPYG
SPDR PORTFOLIO
+$431.7K
91,490
-5%
增持
SPSM
SPDR PORTFOLIO
+$400.1K
90,343
+9%
增持
AVEM
AVANTIS EMERGING
+$369.7K
58,212
+9%
减持
CWI
SPDR MSCI
+$357.4K
349,729
-1%
增持
BRK/B
BERKSHIRE HATHAWAY
+$322.0K
1,970
+39%
减持
GSIE
GOLDMAN SACHS
-$320.4K
561,453
-6%
增持
OMFS
INVESCO RUSSELL
+$307.7K
87,497
+13%
增持
ISCG
ISHARES MORNINGSTAR
+$297.2K
65,532
+5%
增持
WEC
WEC ENERGY
+$255.3K
7,149
+81%
增持
DFIS
DIMENSIONAL INTL
+$237.2K
67,107
+12%
清仓
XSOE
WISDOMTREE EMERGING
-$198.0K
0
-100%
增持
SPEM
SPDR PORTFOLIO
+$197.5K
30,441
+19%
增持
—
EXXON MOBIL
+$190.7K
1,843
+684%
增持
BCOW
1895 BANCORP
+$187.1K
29,024
+1777%
减持
SPYV
SPDR PORTFOLIO
+$181.9K
85,109
-3%
减持
NUMG
NUVEEN ESG
-$178.4K
40,554
-13%
增持
CSB
VICTORYSHARES US
+$160.8K
30,613
+10%
减持
MDYG
SPDR SERIES
+$144.4K
21,535
-6%
增持
SJNK
SPDR BLOOMBERG
+$140.7K
48,314
+13%
增持
QQQ
INVESCO QQQ
+$138.7K
1,016
+33%
减持
BBSC
JP MORGAN
-$125.3K
30,557
-8%
增持
WMT
WALMART INC
+$117.5K
2,481
+1128%
减持
SMLV
SPDR SSGA
-$115.9K
17,884
-5%
增持
SPY
SPDR S&P
+$115.6K
531
+56%
增持
MDY
SPDR S&P
+$114.2K
229
+781%
增持
MCD
MCDONALDS CORP
+$110.4K
827
+100%
增持
IJS
ISHARES S&P
+$105.1K
1,468
+231%
建仓
DIA
SPDR DOW
+$103.4K
260
增持
ABBV
ABBVIE INC
+$97.6K
1,163
+58%
减持
VTI
VANGUARD TOTAL
+$95.9K
4,854
-1%
减持
JSMD
JANUS DETROIT
+$95.7K
39,185
-3%
增持
SPAB
SPDR PORTFOLIO
+$94.5K
119,997
+5%
增持
PEP
PEPSICO INC
+$93.0K
1,726
+40%
增持
MSFT
MICROSOFT CORP
+$89.0K
1,837
+1%
减持
ISMD
NORTHERN LIGHTS
-$86.3K
63
-98%
增持
SCHX
SCHWAB US
+$85.7K
8,785
+8%
减持
MDYV
SPDR SERIES
+$85.0K
63,346
-2%
减持
NVDA
NVIDIA CORP
+$79.8K
324
-25%
减持
VSS
VANGUARD FTSE
-$78.4K
5,737
-12%
增持
AAPL
APPLE INC
-$72.7K
6,542
+5%
增持
SPGM
SPDR MSCI
+$69.3K
9,039
+6%
清仓
FYC
FIRST TRUST
-$66.6K
0
-100%
减持
UITB
VICTORYSHARES CORE
-$60.1K
472
-73%
增持
T
AT&T INC
+$59.0K
4,197
+374%
减持
JCPI
JP MORGAN
-$57.8K
650
-66%
减持
SLYV
SPDR SERIES
-$54.1K
10,680
-5%
减持
NUDM
NUVEEN ESG
-$53.4K
3,685
-35%
增持
AMZN
AMAZON COM
+$51.9K
1,344
+7%
减持
GEM
GOLDMAN SACHS
-$49.5K
9,273
-16%
减持
SCHM
SCHWAB US
-$48.5K
17,599
-11%
清仓
ZTS
ZOETIS INC
-$39.5K
0
-100%
增持
HD
HOME DEPOT
+$39.2K
664
+7%
增持
GTO
INVESCO TOTAL
-$37.1K
93,759
+0%
减持
AVDV
AVANTIS INTL
+$35.8K
20,112
-2%
增持
SCHW
SCHWAB CHARLES
+$35.5K
843
+128%
减持
KMB
KIMBERLY CLARK
-$34.9K
198
-60%
减持
PBUS
INVESCO MSCI
+$34.4K
29,505
-7%
清仓
MCHI
ISHARES MSCI
-$33.0K
0
-100%
建仓
—
FERRARI NV
+$32.7K
75
减持
GE
GENERAL ELECTRIC
-$32.7K
117
-72%
增持
IJH
ISHARES CORE
+$32.3K
6,080
+400%
建仓
GXC
SPDR S&P
+$32.2K
489
增持
EPD
ENTERPRISE PRODUCTS
+$31.7K
1,904
+111%
减持
DBEF
X TRACKERS
+$31.7K
8,202
-0%
减持
RODM
LATTICE HARTFORD
+$31.0K
176,325
-1%
建仓
HAL
HALLIBURTON COMPANY
+$30.2K
766
清仓
SPMO
INVESCO EXCHANGE
-$29.7K
0
-100%
建仓
IXUS
ISHARES CORE
+$29.6K
436
增持
UPS
UNITED PARCEL
+$29.3K
874
+37%
增持
QUAL
ISHARES MSCI
+$28.9K
637
+24%
减持
JPM
JPMORGAN CHASE
+$28.1K
1,015
-1%
增持
COST
COSTCO WHOLESALE
+$27.7K
273
+5%
减持
VIG
VANGUARD DIVIDEND
+$27.7K
41,148
-6%
减持
GNRC
GENERAC HOLDINGS
-$26.4K
162
-55%
减持
JSML
JANUS DETROIT
-$25.2K
11,262
-6%
减持
VNQ
VANGUARD REAL
-$24.3K
49
-85%
增持
IWM
ISHARES RUSSELL
+$22.9K
2,069
+1%
增持
PG
PROCTER & GAMBLE
+$21.4K
270
+76%
增持
DE
DEERE & CO
+$21.0K
460
+10%
清仓
XLK
SECTOR TECHNOLOGY
-$20.8K
0
-100%
建仓
FTCS
FIRST TRUST
+$20.1K
235
增持
WM
WASTE MANAGEMENT
+$20.1K
401
+10%
减持
ARKK
ARK INNOVATION
-$19.8K
627
-36%
清仓
—
UNILEVER PLC
-$19.4K
0
-100%
减持
F
FORD MOTOR
-$19.4K
687
-71%
减持
DES
WISDOMTREE U S
+$18.9K
46,384
-0%
减持
FVD
FIRST TRUST
+$18.6K
12,156
-0%
增持
RDVY
FIRST TRUST
+$18.4K
1,800
+13%
减持
VOO
VANGUARD S&P
-$17.8K
788
-13%
建仓
ZION
ZIONS BANCORPORATION
+$17.4K
400
减持
UNH
UNITEDHEALTH GROUP
-$17.3K
131
-16%
增持
WPC
W P CAREY
-$16.4K
2,689
+4%
清仓
USMV
ISHARES MSCI
-$15.3K
0
-100%
建仓
DVY
ISHARES SELECT
+$14.7K
119
减持
VB
VANGUARD SMALL
+$14.6K
1,013
-0%
建仓
NVS
NOVARTIS AG
+$14.5K
150
减持
BBMC
JPMORGAN BETABUILDERS
+$14.5K
5,235
-6%
减持
LOW
LOWES COMPANIES
-$14.4K
56
-57%
清仓
ADM
ARCHER DANIELS
-$14.4K
0
-100%
增持
BA
BOEING COMPANY
+$14.1K
92
+557%
建仓
PSX
PHILLIPS 66
+$13.9K
85
增持
V
VISA INC
+$13.8K
388
+7%
增持
TJX
TJX COS
+$13.6K
668
+16%
建仓
KSS
KOHLS CORP
+$13.2K
452
增持
BMO
BANK MONTREAL
+$13.0K
635
+28%
清仓
FR
FIRST INDUSTRIAL
-$12.9K
0
-100%
减持
VEA
VANGUARD FTSE
-$12.9K
4,804
-9%
清仓
ARM
ARM HOLDINGS
-$12.8K
0
-100%
增持
JMUB
JP MORGAN
+$12.6K
286,487
+1%
建仓
DVN
DEVON ENERGY
+$12.5K
250
增持
VZ
VERIZON COMMUNICATIONS
+$12.4K
1,110
+23%
增持
VWO
VANGUARD FSTE
+$12.4K
2,086
+15%
减持
SUSA
ISHARES MSCI
-$12.1K
1,914
-13%
清仓
EPAM
EPAM SYSTEMS
-$11.9K
0
-100%
减持
CCI
CROWN CASTLE
-$11.9K
36
-74%
减持
MLPX
GLOBAL X
+$11.8K
3,151
-1%
增持
ET
ENERGY TRANSFER
+$11.6K
5,290
+2%
建仓
BAH
BOOZ ALLEN
+$10.7K
72
增持
NOC
NORTHROP GRUMMAN
+$10.1K
30
+233%
建仓
DOO
BRP INC
+$9.9K
147
清仓
XLY
CONSUMER DISCRETIONARY
-$9.8K
0
-100%
建仓
NTR
NUTRIEN LTD
+$9.8K
180
建仓
AVXL
ANAVEX LIFE
+$9.6K
1,880
建仓
BAC
BANK AMERICA
+$9.5K
250
增持
MPT
MEDICAL PROPERTIES
+$9.4K
3,616
+133%
清仓
TER
TERADYNE INC
-$9.2K
0
-100%
建仓
—
NORDSTROM INC
+$8.9K
440
