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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 59
减持 56
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
JBND
JP MORGAN
+$15.5M
296,296
+55911%
建仓
DFAE
DIMENSIONAL EMERGING
+$4.0M
158,868
增持
SPYM
SPDR PORTFOLIO
+$3.5M
755,471
+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
PULS
PGIM ULTRA
+$2.8M
278,641
+26%
减持
EOG
EOG RESOURCES
-$2.5M
254
-99%
增持
HTAB
HARTFORD SCHRODERS
+$2.4M
735,334
+23%
增持
VUG
VANGUARD GROWTH
+$2.3M
46,045
+7%
增持
HELO
JP MORGAN
+$1.7M
33,717
+421%
减持
PWV
INVESCO LARGE
-$1.5M
283,338
-6%
增持
GSLC
GOLDMAN SACHS
+$1.2M
270,170
+2%
增持
RECS
COLUMBIA RESEARCH
+$1.1M
88,138
+56%
减持
CWI
SPDR MSCI
-$1.1M
333,068
-2%
增持
USFR
WISDOMTREE FLOATING
+$1.0M
33,759
+154%
增持
SPAB
SPDR PORTFOLIO
+$994.7K
203,139
+30%
增持
SPDW
SPDR PORTFOLIO
-$994.4K
1,203,375
+7%
减持
DLN
WISDOMTREE U S
-$787.3K
412,385
-1%
减持
CROX
CROCS INC
-$785.5K
100
-98%
增持
GSIE
GOLDMAN SACHS
-$771.7K
573,481
+4%
增持
HAP
VANECK NATURAL
-$683.7K
314,902
+10%
建仓
CGGE
CAPITAL GROUP
+$669.4K
26,246
增持
DGRW
WISDOMTREE TRUST
+$647.3K
96,807
+12%
减持
DON
WISDOMTREE U S
-$620.3K
479,156
-2%
增持
MMIT
NEW YORK LIFE
+$594.3K
1,110,681
+5%
减持
SPHQ
INVESCO EXCHANGE
-$522.5K
96,274
-7%
减持
VIG
VANGUARD DIVIDEND
-$472.1K
35,638
-5%
减持
GTO
INVESCO TOTAL
-$463.9K
96,583
-6%
减持
IMCG
ISHARES MORNINGSTAR
+$414.5K
170,503
-0%
减持
RODM
LATTICE HARTFORD
-$411.6K
157,211
-2%
减持
JMUB
JP MORGAN
-$382.3K
295,309
-0%
减持
SPYV
SPDR PORTFOLIO
-$339.0K
81,681
-4%
减持
SPTM
SPDR PORTFOLIO
-$324.0K
166,176
-5%
增持
GUNR
FLEXSHARES MORNINGSTAR
-$315.9K
180,546
+8%
减持
SPYG
SPDR PORTFOLIO
+$249.1K
75,073
-2%
增持
NBCM
NEUBERGER BERMAN
+$248.2K
115,449
+17%
增持
SPMD
SPDR PORTFOLIO
+$229.0K
182,901
+2%
建仓
ANET
ARISTA NETWORKS
+$226.3K
2,047
清仓
OXY
OCCIDENTAL PETROLEUM
-$206.2K
0
-100%
减持
JMST
JP MORGAN
-$202.3K
14,898
-21%
减持
IVV
ISHARES CORE
-$201.1K
41,352
-3%
减持
JHMM
JOHN HANCOCK
-$181.2K
96,087
-2%
增持
AAPL
APPLE INC
+$164.2K
6,876
+3%
增持
CAT
CATERPILLAR INC
+$144.9K
517
+374%
减持
PBUS
INVESCO MSCI
-$135.4K
21,253
-12%
增持
NVDA
NVIDIA CORP
+$131.9K
4,690
+14%
减持
BBSC
JP MORGAN
-$125.6K
29,020
-7%
减持
AVDV
AVANTIS INTL
-$123.5K
17,485
-2%
建仓
VNLA
JANUS HENDERSON
+$120.0K
2,454
减持
SMLV
SPDR SSGA
-$116.0K
16,064
-8%
减持
MDYV
SPDR SERIES
-$112.3K
58,905
-3%
减持
CVX
CHEVRON CORP
-$111.6K
1,643
-31%
增持
ET
ENERGY TRANSFER
+$108.7K
10,456
+75%
增持
NOC
NORTHROP GRUMMAN
+$101.5K
250
+733%
增持
COST
COSTCO WHOLESALE
+$99.7K
373
+37%
增持
AVEM
AVANTIS EMERGING
+$88.9K
71,722
+12%
清仓
COP
CONOCOPHILLIPS
-$84.2K
0
-100%
增持
WEC
WEC ENERGY
+$84.0K
5,893
+21%
减持
SPSM
SPDR PORTFOLIO
-$81.9K
106,412
-0%
建仓
AVIV
AMERICAN CENTURY
+$81.3K
1,566
增持
—
EXXON MOBIL
+$80.4K
1,326
+150%
清仓
UNH
UNITEDHEALTH GROUP
-$76.6K
0
-100%
减持
VSS
VANGUARD FTSE
-$70.8K
5,568
-1%
减持
NUMG
NUVEEN ESG
-$69.7K
33,268
-9%
增持
SCHF
SCHWAB INTL
-$67.6K
4,460
+22%
减持
FVD
FIRST TRUST
-$67.6K
9,070
-11%
增持
AVGO
BROADCOM INC
+$62.9K
658
+27%
增持
GS
GOLDMAN SACHS
+$61.5K
174
+126%
清仓
URI
UNITED RENTALS
-$60.7K
0
-100%
减持
MTUM
ISHARES MSCI
-$57.2K
2,180
-13%
增持
JPM
JPMORGAN CHASE
+$56.0K
1,175
+10%
清仓
—
WALGREENS BOOTS
-$55.2K
0
-100%
清仓
—
MARATHON OIL
-$53.3K
0
-100%
增持
SPGM
SPDR MSCI
+$51.9K
13,200
+9%
减持
OMFS
INVESCO RUSSELL
-$51.3K
91,087
-1%
增持
AVDE
AVANTIS INTL
-$51.2K
191,968
+9%
清仓
FIXD
FIRST TRUST
-$50.0K
0
-100%
增持
GOOG
ALPHABET INC
+$47.7K
612
+49%
增持
SCHX
SCHWAB US
-$47.4K
18,408
+163%
增持
PG
PROCTER & GAMBLE
+$46.4K
468
+153%
增持
KO
COCA COLA COMPANY
+$46.2K
1,212
+198%
建仓
NFG
NATIONAL FUEL
+$45.5K
750
增持
KMB
KIMBERLY CLARK
+$45.2K
560
+183%
清仓
BY
BYLINE BANCORP
-$44.8K
0
-100%
增持
LLY
ELI LILLY
-$44.8K
440
+1%
增持
PYPL
PAYPAL HOLDINGS
+$43.8K
765
+178%
减持
ABBV
ABBVIE INC
-$43.6K
1,165
-8%
减持
SPSB
SPDR PORTFOLIO
-$43.5K
8,500
-13%
减持
AMZN
AMAZON COM
+$42.9K
1,665
-4%
建仓
FDX
FEDEX CORP
+$42.8K
152
增持
V
VISA INC
+$42.5K
439
+25%
清仓
BKNG
BOOKING HOLDINGS
-$42.1K
0
-100%
增持
GNR
SPDR S&P
+$41.5K
10,180
+26%
增持
CSCO
CISCO SYSTEMS
+$41.1K
1,463
+71%
减持
SCHD
SCHWAB US
-$40.6K
144
-73%
减持
MDYG
SPDR SERIES
-$40.4K
19,096
-1%
建仓
DUK
DUKE ENERGY
+$40.3K
374
建仓
GSY
INVESCO ULTRA
+$39.3K
784
建仓
ULST
SPDR SSGA
+$39.3K
972
建仓
STLD
STEEL DYNAMICS INC
+$39.1K
343
增持
DFIS
DIMENSIONAL INTL
+$38.5K
94,128
+11%
建仓
SOFI
SOFI TECHNOLOGIES
+$38.1K
2,475
增持
SPEM
SPDR PORTFOLIO
-$37.2K
40,842
+5%
增持
SCHM
SCHWAB US
-$36.9K
48,153
+192%
减持
HRL
HORMEL FOODS
-$36.0K
200
-85%
减持
DES
WISDOMTREE U S
-$34.5K
44,388
-2%
增持
CSB
VICTORYSHARES US
+$34.2K
36,576
+0%
增持
ORCL
ORACLE CORP
+$34.1K
3,021
+10%
减持
SOXX
ISHARES SEMICONDUCTOR
-$33.1K
209
-38%
减持
IWF
ISHARES RUSSELL
+$32.9K
1,297
-0%
建仓
IBIT
ISHARES BITCOIN
+$31.8K
600
清仓
DVN
DEVON ENERGY
-$31.3K
0
-100%
增持
XLV
SECTOR HEALTHCARE
+$30.6K
558
+86%
减持
IOO
ISHARES GLOBAL
-$30.4K
531
-37%
减持
DLS
WISDOMTREE INTL
-$30.3K
4,156
-2%
增持
TOL
TOLL BROTHERS
+$29.3K
261
+1035%
建仓
CPT
CAMDEN PROPERTY
+$29.0K
250
增持
IVW
ISHARES S&P
+$28.5K
710
+56%
减持
SLV
ISHARES SILVER
-$28.5K
1,226
-43%
减持
ISCG
ISHARES MORNINGSTAR
+$28.3K
71,365
-0%
减持
WPC
W P CAREY
-$28.0K
2,332
-6%
建仓
MS
MORGAN STANLEY
+$27.5K
219
减持
TSLA
TESLA INC
+$26.8K
271
-14%
减持
XMMO
INVESCO S&P
-$26.6K
74
-75%
清仓
INTC
INTEL CORP
-$25.8K
0
-100%
建仓
BLK
BLACKROCK FDG
+$25.6K
25
建仓
MSTR
MICROSTRATEGY INC
+$25.2K
87
增持
IVE
ISHARES S&P
+$24.9K
492
+41%
减持
SLYV
SPDR SERIES
-$24.7K
10,101
-3%
减持
IJR
ISHARES CORE
-$23.1K
3,107
-5%
清仓
HPQ
HP INC
-$22.7K
0
-100%
增持
BCOW
1895 BANCORP
+$22.2K
33,141
+8%
建仓
GLDM
WORLD GOLD
+$22.1K
425
减持
JSMD
JANUS DETROIT
+$21.8K
36,674
-3%
清仓
PICK
ISHARES MSCI
-$21.6K
0
-100%
减持
JSML
JANUS DETROIT
-$21.0K
10,573
-3%
建仓
VIGI
VANGUARD INTERNATIONAL
+$21.0K
262
减持
UNP
UNION PACIFIC CORP
-$20.8K
125
-38%
增持
VZ
VERIZON COMMUNICATIONS
+$20.5K
1,940
+53%
建仓
TSM
TAIWAN SEMICONDUCTOR
+$20.3K
103
增持
DIS
WALT DISNEY
+$19.9K
1,309
+0%
减持
VYM
VANGUARD HIGH
-$18.2K
385
-27%
增持
AMAT
APPLIED MATERIALS
-$18.1K
463
+0%
减持
VOO
VANGUARD S&P
-$18.0K
797
-6%
减持
VTI
VANGUARD TOTAL
-$17.9K
4,374
-4%
增持
XLE
SECTOR ENERGY
+$17.5K
521
+69%
建仓
WMB
WILLIAMS COS
+$17.4K
321
增持
CTAS
CINTAS CORP
+$17.2K
180
+137%
减持
PM
PHILIP MORRIS
-$17.1K
60
-70%
减持
SPLV
INVESCO EXCHANGE
-$16.4K
350
-39%
清仓
TGT
TARGET CORP
-$16.2K
0
-100%
增持
AEM
AGNICO-EAGLE
+$16.2K
285
+275%
