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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 32
增持 54
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
PWV
INVESCO LARGE
+$16.3M
296,838
增持
HTAB
HARTFORD SCHRODERS
+$6.8M
476,916
+290%
增持
DLN
WISDOMTREE U S
+$1.6M
409,415
+5%
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
AVDE
AVANTIS INTL
+$1.3M
162,108
+18%
减持
DON
WISDOMTREE U S
-$1.2M
488,759
-1%
建仓
RECS
COLUMBIA RESEARCH
+$1.1M
34,082
增持
GUNR
FLEXSHARES MORNINGSTAR
+$934.7K
149,913
+21%
减持
HAP
VANECK NATURAL
-$867.3K
273,594
-4%
减持
GSLC
GOLDMAN SACHS
+$824.6K
264,468
-0%
减持
IVV
ISHARES CORE
+$809.4K
43,571
-1%
增持
DGRW
WISDOMTREE TRUST
+$731.1K
78,879
+11%
减持
SPYM
SPDR PORTFOLIO
+$716.4K
720,766
-2%
增持
MMIT
INDEXIQ IQ
+$607.8K
1,025,066
+3%
增持
PULS
PGIM ULTRA
+$559.1K
207,959
+6%
减持
GSIE
GOLDMAN SACHS
-$558.3K
555,540
-1%
增持
SPAB
SPDR PORTFOLIO
+$549.7K
142,813
+19%
增持
JMUB
JP MORGAN
+$481.0K
298,111
+4%
增持
AVEM
AVANTIS EMERGING
+$371.6K
61,313
+5%
减持
MTUM
ISHARES MSCI
-$361.1K
2,810
-42%
减持
RODM
LATTICE HARTFORD
-$338.8K
166,468
-6%
减持
MDYV
SPDR SERIES
-$313.1K
61,710
-3%
减持
VIG
VANGUARD DIVIDEND
-$276.5K
39,647
-4%
增持
AAPL
APPLE INC
+$274.3K
6,629
+1%
增持
QQQ
INVESCO QQQ
+$261.3K
1,487
+46%
减持
JHMM
JOHN HANCOCK
-$258.3K
97,399
-1%
增持
NBCM
NEUBERGER BERMAN
+$245.7K
84,588
+14%
增持
SPDW
SPDR PORTFOLIO
+$240.8K
1,090,340
+3%
减持
NUMG
NUVEEN ESG
-$227.8K
37,696
-7%
增持
VOO
VANGUARD S&P
+$227.4K
1,212
+54%
增持
DFIS
DIMENSIONAL INTL
+$222.3K
77,303
+15%
增持
USFR
WISDOMTREE FLOATING
+$222.3K
9,954
+80%
减持
JSMD
JANUS DETROIT
-$218.8K
37,898
-3%
减持
WEC
WEC ENERGY
-$217.8K
4,707
-34%
增持
NVDA
NVIDIA CORP
+$213.8K
4,100
+1165%
增持
VB
VANGUARD SMALL
+$206.0K
2,007
+98%
减持
VUG
VANGUARD GROWTH
+$200.3K
46,130
-7%
减持
SPHQ
INVESCO EXCHANGE
+$193.3K
110,201
-2%
减持
MDYG
SPDR SERIES
-$191.9K
20,080
-7%
增持
JMST
JP MORGAN
+$190.3K
9,484
+65%
减持
PBUS
INVESCO MSCI
-$180.6K
25,116
-15%
建仓
FBND
FIDELITY TOTAL
+$177.5K
3,950
增持
SPEM
SPDR PORTFOLIO
+$170.8K
33,780
+11%
增持
SPMD
SPDR PORTFOLIO
+$159.8K
164,424
+6%
增持
SPSM
SPDR PORTFOLIO
+$152.9K
97,310
+8%
增持
SJNK
SPDR BLOOMBERG
+$151.6K
54,871
+14%
建仓
IYW
ISHARES TECHNOLOGY
+$147.2K
978
减持
CWI
SPDR MSCI
-$135.5K
346,053
-1%
减持
AVDV
AVANTIS INTL
-$132.0K
18,362
-9%
减持
PEP
PEPSICO INC
-$131.2K
1,036
-40%
减持
MCD
MCDONALDS CORP
-$127.7K
414
-50%
增持
SPGM
SPDR MSCI
+$118.8K
10,830
+20%
增持
ISCG
ISHARES MORNINGSTAR
+$112.7K
69,581
+6%
减持
SCHM
SCHWAB US
-$110.1K
16,999
-3%
减持
BRK/B
BERKSHIRE HATHAWAY
-$108.4K
1,770
-10%
减持
—
EXXON MOBIL
-$107.9K
924
-50%
清仓
DIA
SPDR DOW
-$103.4K
0
-100%
增持
SPYV
SPDR PORTFOLIO
-$101.8K
85,396
+0%
减持
SCHX
SCHWAB US
-$96.2K
6,988
-20%
建仓
IUSV
ISHARES CORE
+$95.8K
1,087
减持
DES
WISDOMTREE U S
-$95.1K
45,609
-2%
增持
MSFT
MICROSOFT CORP
+$94.4K
1,940
+6%
建仓
REET
ISHARES GLOBAL
+$92.4K
3,974
增持
MOAT
VANECK MORNINGSTAR
+$91.1K
2,178
+101%
建仓
ACWI
ISHARES MSCI
+$87.6K
779
减持
WMT
WALMART INC
-$87.5K
913
-63%
减持
IJS
ISHARES S&P
-$79.9K
729
-50%
建仓
JAAA
JANUS DETROIT
+$78.5K
1,543
减持
SMLV
SPDR SSGA
-$77.3K
17,510
-2%
增持
AMGN
AMGEN INC
+$76.6K
358
+189%
减持
VEA
VANGUARD FTSE
-$71.6K
3,429
-29%
增持
CSB
VICTORYSHARES US
+$70.8K
33,428
+9%
建仓
IOO
ISHARES GLOBAL
+$70.6K
731
减持
SPTM
SPDR PORTFOLIO
+$70.6K
183,714
-3%
增持
CVX
CHEVRON CORP
+$69.4K
2,276
+25%
清仓
—
PIONEER NATURAL
-$69.3K
0
-100%
减持
SLYV
SPDR SERIES
-$64.9K
10,487
-2%
减持
GTO
INVESCO TOTAL
-$64.1K
93,286
-1%
建仓
FIXD
FIRST TRUST
+$61.6K
1,432
增持
IJH
ISHARES CORE
+$60.2K
7,340
+21%
增持
IMCG
ISHARES MORNINGSTAR
-$59.8K
165,488
+4%
增持
FTCS
FIRST TRUST
+$54.8K
891
+279%
增持
IEFA
ISHARES CORE
+$54.4K
749
建仓
—
LYONDELLBASELL INDUSTRIE
+$54.0K
565
建仓
FMB
FIRST TRUST
+$53.5K
1,047
建仓
AVUV
AVANTIS U S
+$53.1K
592
增持
BCOW
1895 BANCORP
+$52.5K
30,616
+5%
建仓
SOXX
ISHARES SEMICONDUCTOR
+$51.5K
209
建仓
NAVI
NAVIENT CORP
+$49.7K
3,412
增持
ORCL
ORACLE CORP
+$48.9K
2,796
+2%
减持
DIS
WALT DISNEY
-$48.7K
1,308
-10%
建仓
LMT
LOCKHEED MARTIN
+$48.6K
104
建仓
BUFR
FIRST TRUST
+$48.0K
1,660
建仓
SPG
SIMON PROPERTY
+$47.8K
315
建仓
EDIV
SPDR S&P
+$44.9K
1,272
建仓
FLIN
FRANKLIN FTSE
+$44.8K
1,125
建仓
SUB
ISHARES SHORT
+$44.3K
424
减持
HD
HOME DEPOT
-$43.0K
615
-7%
减持
UPS
UNITED PARCEL
-$42.3K
640
-27%
建仓
SRLN
SPDR BLACKSTONE
+$41.0K
982
增持
XLP
SECTOR CONSUMER
+$39.9K
949
+121%
减持
FVD
FIRST TRUST
-$39.8K
11,622
-4%
增持
GLD
SPDR GOLD
+$37.9K
784
+23%
建仓
QTEC
FIRST TRUST
+$36.3K
184
减持
SPYG
SPDR PORTFOLIO
-$36.1K
83,070
-9%
减持
WELL
WELLTOWER INC
-$34.1K
300
-57%
减持
BMO
BANK MONTREAL
-$33.9K
335
-47%
增持
AMZN
AMAZON COM
+$33.9K
1,430
+6%
减持
IJR
ISHARES CORE
-$33.8K
3,422
-5%
减持
IWM
ISHARES RUSSELL
-$33.6K
1,979
-4%
减持
BBMC
JPMORGAN BETABUILDERS
-$33.6K
5,117
-2%
减持
JSML
JANUS DETROIT
-$31.1K
11,007
-2%
减持
GWW
GRAINGER W W
-$30.5K
124
-11%
建仓
STIP
ISHARES 0-5
+$30.3K
305
减持
EPD
ENTERPRISE PRODUCTS
-$29.4K
904
-53%
建仓
AOR
ISHARES CORE
+$28.2K
500
建仓
FBCG
FIDELITY BLUE
+$27.7K
652
减持
MRK
MERCK & COMPANY
-$27.7K
1,679
-6%
减持
DLS
WISDOMTREE INTL
-$27.4K
4,227
-7%
增持
META
META PLATFORMS
+$25.5K
223
+25%
清仓
BCE
BCE INC
-$24.8K
0
-100%
减持
IWF
ISHARES RUSSELL
-$24.7K
1,004
-13%
增持
GOOGL
ALPHABET INC
+$24.6K
419
+22%
减持
ABBV
ABBVIE INC
-$23.9K
1,096
-6%
增持
AVGO
BROADCOM INC
+$23.8K
52
+16%
增持
SUSA
ISHARES MSCI
+$23.4K
2,068
+8%
减持
V
VISA INC
-$23.2K
324
-16%
建仓
FDL
FIRST TRUST
+$22.9K
604
建仓
MUB
ISHARES NATIONAL
+$22.7K
213
建仓
NUMV
NUVEEN ESG
+$20.9K
634
增持
SPHD
INVESCO S&P
+$20.7K
664
+235%
清仓
—
ENERPLUS CORP
-$20.0K
0
-100%
减持
GEM
GOLDMAN SACHS
-$19.5K
8,298
-11%
增持
OMFS
INVESCO RUSSELL
-$19.5K
90,478
+3%
增持
CMCSA
COMCAST CORP
+$19.4K
777
+205%
增持
MDY
SPDR S&P
+$18.7K
273
+19%
清仓
TDIV
FIRST TRUST
-$18.5K
0
-100%
增持
AMAT
APPLIED MATERIALS
+$18.4K
461
+5%
增持
SCHF
SCHWAB INTL
+$17.7K
3,651
+16%
建仓
CHRD
CHORD ENERGY
+$17.1K
102
减持
SCHV
SCHWAB US
-$16.3K
3,190
-4%
增持
SPY
SPDR S&P
+$15.6K
539
+2%
减持
VGT
VANGUARD INFORMATION
-$15.0K
155
-22%
清仓
DVY
ISHARES SELECT
-$14.7K
0
-100%
清仓
NVS
NOVARTIS AG
-$14.5K
0
-100%
建仓
IGF
ISHARES GLOBAL
+$14.3K
298
清仓
DNP
DNP SELECT
-$14.2K
0
-100%
建仓
MCK
MCKESSON CORP
+$14.0K
24
增持
UNH
UNITEDHEALTH GROUP
+$13.6K
154
+18%
增持
JPM
JPMORGAN CHASE
+$13.1K
1,070
+5%
减持
ABT
ABBOTT LABORATORIES
-$13.0K
171
-37%
