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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 17
增持 71
减持 47
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR PORTFOLIO
+$3.8M
1,119,958
+3%
增持
DLN
WISDOMTREE U S
+$3.1M
418,365
+2%
增持
HTAB
HARTFORD SCHRODERS
+$2.7M
599,321
+26%
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
EOG
EOG RESOURCES
+$2.5M
20,750
+10072%
减持
SPYM
SPDR PORTFOLIO
+$2.4M
719,253
-0%
增持
DON
WISDOMTREE U S
+$2.2M
489,788
+0%
增持
AVDE
AVANTIS INTL
+$1.7M
176,522
+9%
增持
GSLC
GOLDMAN SACHS
+$1.6M
264,686
+0%
增持
BRK/B
BERKSHIRE HATHAWAY
+$1.5M
4,770
+169%
增持
HAP
VANECK NATURAL
+$1.4M
285,386
+4%
增持
SPMD
SPDR PORTFOLIO
+$1.3M
178,746
+9%
增持
PWV
INVESCO LARGE
+$1.3M
302,601
+2%
增持
MMIT
NEW YORK LIFE
+$1.3M
1,059,885
+3%
增持
IMCG
ISHARES MORNINGSTAR
+$1.3M
170,805
+3%
清仓
BRK/A
BERKSHIRE HATHAWAY
-$1.2M
0
-100%
减持
GSIE
GOLDMAN SACHS
+$1.2M
549,948
-1%
增持
DGRW
WISDOMTREE TRUST
+$1.0M
86,375
+10%
增持
GUNR
FLEXSHARES MORNINGSTAR
+$863.1K
166,801
+11%
增持
RECS
COLUMBIA RESEARCH
+$821.6K
56,662
+66%
增持
SPSM
SPDR PORTFOLIO
+$820.6K
106,832
+10%
建仓
CROX
CROCS INC
+$796.5K
5,500
减持
IVV
ISHARES CORE
+$700.6K
42,551
-2%
增持
PULS
PGIM ULTRA
+$689.3K
221,471
+6%
减持
VUG
VANGUARD GROWTH
-$677.4K
43,173
-6%
增持
GTO
INVESCO TOTAL
+$620.7K
102,389
+10%
减持
CWI
SPDR MSCI
+$562.8K
340,329
-2%
增持
JHMM
JOHN HANCOCK
+$559.6K
98,346
+1%
增持
SPAB
SPDR PORTFOLIO
+$498.5K
156,148
+9%
增持
JMST
JP MORGAN
+$476.5K
18,802
+98%
建仓
HELO
JP MORGAN
+$395.9K
6,475
增持
AVEM
AVANTIS EMERGING
+$382.0K
63,895
+4%
增持
OMFS
INVESCO RUSSELL
+$369.7K
92,414
+2%
增持
DFIS
DIMENSIONAL INTL
+$368.8K
84,710
+10%
增持
SPYV
SPDR PORTFOLIO
+$354.0K
85,437
+0%
增持
CSB
VICTORYSHARES US
+$352.1K
36,395
+9%
增持
ISCG
ISHARES MORNINGSTAR
+$336.8K
71,515
+3%
减持
MDYV
SPDR SERIES
+$335.3K
60,867
-1%
增持
SPEM
SPDR PORTFOLIO
+$331.8K
38,863
+15%
增持
NBCM
NEUBERGER BERMAN
+$311.9K
98,926
+17%
减持
SPYG
SPDR PORTFOLIO
-$306.7K
76,559
-8%
减持
RODM
LATTICE HARTFORD
+$281.3K
159,978
-4%
减持
SMLV
SPDR SSGA
+$239.9K
17,439
-0%
减持
VIG
VANGUARD DIVIDEND
+$213.7K
37,621
-5%
减持
JSMD
JANUS DETROIT
+$210.4K
37,620
-1%
增持
HD
HOME DEPOT
+$190.3K
992
+61%
减持
BBSC
JP MORGAN
+$182.0K
31,190
-1%
减持
JMUB
JP MORGAN
+$174.7K
296,315
-1%
增持
USFR
WISDOMTREE FLOATING
+$168.0K
13,316
+34%
增持
AAPL
APPLE INC
+$161.5K
6,686
+1%
减持
VOO
VANGUARD S&P
-$158.7K
848
-30%
增持
SJNK
SPDR BLOOMBERG
+$155.9K
59,264
+8%
减持
DES
WISDOMTREE U S
+$138.5K
45,207
-1%
增持
SPGM
SPDR MSCI
+$125.8K
12,105
+12%
增持
IWF
ISHARES RUSSELL
+$122.0K
1,300
+29%
建仓
PRF
INVESCO FTSE
+$105.8K
2,604
增持
WEC
WEC ENERGY
+$100.9K
4,889
+4%
增持
IWD
ISHARES RUSSELL
+$93.7K
879
+110%
减持
SLYV
SPDR SERIES
+$84.8K
10,436
-0%
增持
COP
CONOCOPHILLIPS
+$81.4K
800
+3100%
增持
IWM
ISHARES RUSSELL
+$81.3K
2,186
+10%
增持
MDY
SPDR S&P
+$77.2K
392
+44%
增持
EFA
ISHARES MSCI
+$75.4K
1,094
+431%
减持
ORCL
ORACLE CORP
+$74.5K
2,754
-2%
减持
MOAT
VANECK MORNINGSTAR
-$73.3K
1,190
-45%
增持
IJH
ISHARES CORE
+$71.3K
8,036
+9%
减持
NUMG
NUVEEN ESG
+$69.9K
36,723
-3%
减持
AVDV
AVANTIS INTL
+$68.8K
17,850
-3%
减持
JSML
JANUS DETROIT
+$64.0K
10,918
-1%
减持
FBND
FIDELITY TOTAL
-$63.5K
2,438
-38%
增持
ABBV
ABBVIE INC
+$62.7K
1,269
+16%
建仓
—
UBS GROUP
+$59.2K
1,915
增持
GLD
SPDR GOLD
+$58.9K
936
+19%
减持
FTCS
FIRST TRUST
-$53.5K
235
-74%
清仓
FMB
FIRST TRUST
-$53.5K
0
-100%
增持
T
AT&T INC
+$53.1K
6,106
+44%
增持
NFLX
NETFLIX INC
+$50.0K
80
+700%
减持
SCHM
SCHWAB US
+$48.2K
16,503
-3%
清仓
BUFR
FIRST TRUST
-$48.0K
0
-100%
增持
AMZN
AMAZON COM
+$46.0K
1,730
+21%
建仓
MSI
MOTOROLA SOLUTIONS
+$45.0K
100
减持
—
EXXON MOBIL
-$44.1K
531
-43%
建仓
BKNG
BOOKING HOLDINGS
+$42.1K
10
清仓
SRLN
SPDR BLACKSTONE
-$41.0K
0
-100%
增持
SCHD
SCHWAB US
+$40.8K
527
+998%
增持
SPY
SPDR S&P
+$40.0K
581
+8%
增持
SLV
ISHARES SILVER
+$39.5K
2,138
+167%
增持
XLP
SECTOR CONSUMER
+$39.4K
1,351
+42%
减持
MTUM
ISHARES MSCI
-$39.3K
2,507
-11%
减持
SUB
ISHARES SHORT
-$38.4K
56
-87%
减持
EXAS
EXACT SCIENCES
+$36.5K
1,615
-7%
减持
MSFT
MICROSOFT CORP
-$36.0K
1,931
-0%
增持
BBMC
JPMORGAN BETABUILDERS
+$33.7K
5,124
+0%
减持
VTI
VANGUARD TOTAL
+$32.8K
4,540
-3%
减持
VEA
VANGUARD FTSE
-$32.3K
2,598
-24%
减持
ESGU
ISHARES ESG
-$31.4K
205
-57%
减持
SPSB
SPDR PORTFOLIO
-$31.4K
9,820
-11%
建仓
DVN
DEVON ENERGY
+$31.3K
800
增持
TSLA
TESLA INC
+$31.0K
316
+21%
增持
IUSV
ISHARES CORE
+$30.5K
1,323
+22%
清仓
JCPI
JP MORGAN
-$30.4K
0
-100%
清仓
STIP
ISHARES 0-5
-$30.3K
0
-100%
增持
XMMO
INVESCO S&P
+$30.2K
297
+506%
建仓
JBND
JP MORGAN
+$28.9K
529
清仓
—
CYBIN INC
-$28.3K
0
-100%
清仓
AOR
ISHARES CORE
-$28.2K
0
-100%
增持
QQQ
INVESCO QQQ
+$28.0K
1,517
+2%
增持
COWZ
PACER US
+$27.8K
670
+235%
增持
SOXX
ISHARES SEMICONDUCTOR
+$26.6K
339
+62%
减持
SPHQ
INVESCO EXCHANGE
-$26.4K
103,698
-6%
清仓
HAL
HALLIBURTON COMPANY
-$25.9K
0
-100%
建仓
INTC
INTEL CORP
+$25.8K
1,100
减持
GOOGL
ALPHABET INC
-$24.9K
310
-26%
增持
ITOT
ISHARES CORE
+$24.8K
479
+61%
增持
ABT
ABBOTT LABORATORIES
+$24.5K
371
+117%
减持
IVW
ISHARES S&P
-$24.5K
455
-38%
建仓
HELP
CYBIN INC
+$24.4K
2,750
建仓
PM
PHILIP MORRIS
+$24.3K
200
增持
ACWI
ISHARES MSCI
+$23.0K
925
+19%
清仓
FDL
FIRST TRUST
-$22.9K
0
-100%
减持
FBCG
FIDELITY BLUE
-$22.8K
115
-82%
清仓
MUB
ISHARES NATIONAL
-$22.7K
0
-100%
建仓
HPQ
HP INC
+$22.7K
632
清仓
PREF
PRINCIPAL SPECTRUM
-$22.6K
0
-100%
建仓
RWR
SPDR SERIES
+$22.1K
207
建仓
SCZ
ISHARES MSCI
+$22.1K
326
建仓
PICK
ISHARES MSCI
+$21.6K
500
增持
CAT
CATERPILLAR INC
+$21.1K
109
+68%
减持
PBUS
INVESCO MSCI
+$20.9K
24,163
-4%
减持
VB
VANGUARD SMALL
-$20.8K
1,757
-12%
增持
DGRO
ISHARES CORE
+$20.2K
549
+123%
增持
VWO
VANGUARD FSTE
+$20.2K
2,096
+15%
减持
SPHD
INVESCO S&P
-$19.5K
198
-70%
减持
QTEC
FIRST TRUST
-$19.3K
89
-52%
清仓
ZION
ZIONS BANCORPORATION
-$17.3K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS
+$17.3K
1,270
+32%
增持
CSCO
CISCO SYSTEMS
+$16.9K
855
+42%
清仓
AGG
ISHARES CORE
-$16.6K
0
-100%
减持
SCHW
SCHWAB CHARLES
-$16.4K
705
-16%
减持
MMM
3M COMPANY
+$16.4K
534
-4%
增持
BABA
ALIBABA GROUP
+$16.1K
318
+30%
减持
IJR
ISHARES CORE
+$16.1K
3,258
-5%
建仓
JPRE
JP MORGAN
+$15.8K
311
减持
GOOG
ALPHABET INC
-$15.7K
412
-11%
增持
AMAT
APPLIED MATERIALS
-$15.5K
462
+0%
建仓
BX
BLACKSTONE INC
+$15.3K
100
减持
EDIV
SPDR S&P
-$15.0K
793
-38%
减持
MCD
MCDONALDS CORP
+$14.8K
395
-5%
增持
AVUV
AVANTIS U S
+$14.5K
705
+19%
增持
MO
ALTRIA GROUP
+$14.3K
842
+34%
清仓
IGF
ISHARES GLOBAL
-$14.3K
0
-100%
