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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 75
减持 53
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
JBND
JPMORGAN ACTIVE
+$42.3M
1,080,249
+265%
增持
AVIV
AVANTIS INTL
+$30.7M
542,800
+34562%
减持
SPDW
SPDR DEVELOPED
-$27.2M
379,710
-68%
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
DBMF
IMGP DBI
+$8.7M
345,912
增持
HTAB
HARTFORD SCHRODERS
+$8.3M
1,176,456
+60%
增持
PULS
PGIM ULTRA
+$4.6M
369,828
+33%
增持
GNR
SPDR S&P
+$3.9M
83,521
+720%
减持
OMFS
INVESCO RUSSELL
-$3.3M
9,134
-90%
建仓
FESM
FIDELITY COVINGTON
+$2.9M
99,555
增持
AVDE
AVANTIS INTL
+$2.7M
217,776
+13%
减持
GUNR
FLEXSHARES MORNINGSTAR
-$2.6M
101,691
-44%
增持
FMDE
FIDELITY ENHANCED
+$2.4M
78,190
+39390%
增持
HAP
VANECK NATURAL
+$1.8M
324,637
+3%
减持
IVV
ISHARES CORE
-$1.7M
40,308
-3%
减持
JHMM
JOHN HANCOCK
-$1.7M
70,892
-26%
增持
GSIE
GOLDMAN SACHS
+$1.6M
579,855
+1%
增持
PWV
INVESCO LARGE
+$1.1M
290,032
+2%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
7,437
+784%
增持
RECS
COLUMBIA RESEARCH
+$998.6K
121,949
+38%
增持
FLQM
FRANKLIN US
+$910.2K
17,300
+13630%
增持
DLN
WISDOMTREE U S
+$907.2K
415,606
+1%
减持
USFR
WISDOMTREE FLOATING
-$751.6K
18,819
-44%
增持
VOO
VANGUARD S&P
+$646.7K
2,094
+163%
增持
DGRW
WISDOMTREE US
+$606.3K
105,697
+9%
减持
MMIT
NYLI MACKAY
-$598.9K
1,087,547
-2%
增持
VUG
VANGUARD GROWTH
+$588.5K
52,551
+14%
增持
GSLC
GOLDMAN SACHS
-$525.2K
277,916
+3%
增持
SPYG
SPDR PORTFOLIO
-$504.9K
75,824
+1%
减持
JSMD
JANUS DETROIT
-$501.3K
32,174
-12%
增持
JMUB
JPMORGAN
+$474.7K
305,689
+4%
减持
SPHQ
INVESCO S&P
-$441.0K
90,627
-6%
减持
GTO
INVESCO TOTAL
-$433.9K
86,246
-11%
增持
VNLA
JANUS HENDERSON
+$413.4K
10,852
+342%
增持
DON
WISDOMTREE U S
-$407.1K
484,966
+1%
增持
SPAB
SPDR AGGREGATE
+$375.5K
213,468
+5%
增持
JMST
JPMORGAN
+$341.2K
21,566
+45%
减持
SMLV
SPDR SSGA
-$331.8K
13,986
-13%
清仓
BCOW
1895 BANCORP
-$331.4K
0
-100%
增持
SPTM
SPDR PORTFOLIO
-$323.4K
169,776
+2%
增持
IMCG
ISHARES MORNINGSTAR
+$298.3K
184,465
+8%
增持
NBCM
NEUBERGER BERMAN
+$286.0K
119,273
+3%
增持
CSB
VICTORYSHARES US
+$278.4K
42,693
+17%
减持
MDYV
SPDR SERIES
-$278.3K
57,701
-2%
增持
DFIS
DIMENSIONAL INTL
+$262.1K
99,592
+6%
减持
VIG
VANGUARD DIVIDEND
-$248.4K
34,696
-3%
清仓
ANET
ARISTA NETWORKS
-$226.3K
0
-100%
增持
AVEM
AVANTIS EMERGING
+$226.1K
73,834
+3%
减持
NUMG
NUVEEN ESG
-$222.8K
31,533
-5%
减持
SCHM
SCHWAB US
-$204.1K
43,138
-10%
减持
SJNK
SPDR BLOOMBERG
-$201.6K
53,009
-13%
减持
AAPL
APPLE INC
-$195.5K
6,872
-0%
增持
PFE
PFIZER INC
+$193.4K
8,989
+595%
减持
SCHX
SCHWAB US
-$187.0K
10,856
-41%
增持
KO
COCA COLA COMPANY
+$180.4K
3,572
+195%
增持
—
JOHNSON CONTROLS
+$167.9K
3,204
+185%
减持
DES
WISDOMTREE U S
-$161.8K
42,646
-4%
增持
ISCG
ISHARES MORNINGSTAR
-$155.4K
74,902
+5%
减持
MDYG
SPDR SERIES
-$146.5K
19,038
-0%
增持
VTV
VANGUARD VALUE
+$140.0K
2,002
+65%
减持
QQQ
INVESCO QQQ
-$139.7K
1,283
-12%
减持
JSML
JANUS DETROIT
-$132.8K
9,205
-13%
减持
SPYV
SPDR PORTFOLIO
-$109.7K
79,645
-2%
增持
WEC
WEC ENERGY
+$107.6K
6,072
+3%
增持
SPSM
SPDR PORTFOLIO
+$103.7K
119,817
+13%
减持
MOAT
VANECK MORNINGSTAR
-$97.3K
180
-85%
减持
PBUS
INVESCO MSCI
-$95.5K
20,638
-3%
减持
MTUM
ISHARES MSCI
-$89.5K
1,789
-18%
增持
NVDA
NVIDIA CORP
-$86.3K
5,015
+7%
减持
BBMC
JPMORGAN BETABUILDERS
-$82.6K
4,440
-11%
减持
FBND
FIDELITY TOTAL
-$80.1K
641
-74%
减持
SCHF
SCHWAB INTL
-$79.8K
138
-97%
增持
SLYV
SPDR S&P
-$77.5K
10,253
+2%
减持
VTI
VANGUARD TOTAL
-$73.2K
4,346
-1%
增持
ORCL
ORACLE CORP
-$73.1K
3,078
+2%
增持
LNT
ALLIANT ENERGY
+$72.2K
2,677
+58%
增持
BBSC
JPMORGAN
-$69.5K
31,517
+9%
增持
SPSB
SPDR PORTFOLIO
+$67.9K
10,689
+26%
增持
IWM
ISHARES RUSSELL
+$67.6K
2,800
+26%
增持
MSFT
MICROSOFT CORP
-$66.4K
2,048
+3%
增持
RWR
SPDR SERIES
+$66.3K
875
+323%
建仓
—
KELLANOVA
+$66.0K
800
减持
RODM
HARTFORD MULTIFACTOR
+$64.3K
146,248
-7%
增持
GEM
GOLDMAN SACHS
+$63.9K
9,908
+19%
增持
SPMD
SPDR PORTFOLIO
+$62.9K
196,673
+8%
减持
AVGO
BROADCOM INC
-$61.6K
543
-17%
增持
CGUS
CAPITAL GROUP
+$60.4K
2,180
+514%
增持
UNP
UNION PACIFIC CORP
+$60.1K
375
+200%
减持
AVUV
AVANTIS U S
-$58.2K
113
-84%
清仓
—
UBS GROUP
-$58.1K
0
-100%
增持
MCD
MCDONALDS CORP
+$55.7K
545
+38%
清仓
LMT
LOCKHEED MARTIN
-$54.4K
0
-100%
增持
AEE
AMEREN CORP
+$53.9K
1,019
+88%
建仓
DVY
ISHARES SELECT
+$53.7K
400
减持
IWF
ISHARES RUSSELL
-$53.6K
1,294
-0%
增持
SPEM
SPDR EMERGING
+$53.0K
41,152
+1%
清仓
IEFA
ISHARES CORE
-$51.4K
0
-100%
增持
PRU
PRUDENTIAL FINANCIAL
+$46.7K
733
+147%
清仓
MSI
MOTOROLA SOLUTIONS
-$46.2K
0
-100%
减持
IJS
ISHARES S&P
-$45.1K
350
-52%
增持
UPS
UNITED PARCEL
+$44.7K
1,140
+78%
增持
HELO
JPMORGAN HEDGED
-$44.1K
34,312
+2%
减持
IAU
ISHARES GOLD
-$42.0K
1,780
-40%
增持
BABA
ALIBABA GROUP
+$42.0K
515
+67%
建仓
UNH
UNITEDHEALTH GROUP
+$41.9K
80
增持
GOOG
ALPHABET INC
+$41.6K
1,012
+65%
建仓
AXP
AMERICAN EXPRESS
+$40.4K
150
增持
IBIT
ISHARES BITCOIN
+$39.7K
1,529
+155%
减持
DFAE
DIMENSIONAL EMERGING
+$39.5K
157,202
-1%
清仓
GSY
INVESCO ULTRA
-$39.3K
0
-100%
清仓
ULST
SPDR SSGA
-$39.3K
0
-100%
增持
DLS
WISDOMTREE INTL
+$37.9K
4,538
+9%
减持
DIS
WALT DISNEY
-$36.8K
1,104
-16%
增持
CGGE
CAPITAL GROUP
+$36.4K
27,294
+4%
减持
VB
VANGUARD SMALL
-$35.8K
1,660
-1%
增持
T
AT&T INC
+$34.1K
6,050
+1%
减持
CAT
CATERPILLAR INC
-$33.5K
467
-10%
减持
ABBV
ABBVIE INC
+$32.9K
1,145
-2%
减持
MRK
MERCK & COMPANY
-$31.4K
1,694
-8%
增持
WPC
W P CAREY
+$30.4K
2,495
+7%
增持
AMZN
AMAZON COM
+$29.5K
2,075
+25%
减持
CWI
SPDR MSCI
+$29.3K
315,594
-5%
减持
EXAS
EXACT SCIENCES
-$28.4K
1,440
-11%
增持
SLV
ISHARES SILVER
+$28.3K
1,955
+59%
增持
VWO
VANGUARD FSTE
+$27.0K
2,626
+26%
减持
COWZ
PACER US
-$26.9K
200
-70%
减持
GLD
SPDR GOLD
+$25.9K
848
-6%
减持
FNDX
SCHWAB FUNDAMENTAL
-$24.4K
78
-93%
减持
HD
HOME DEPOT
-$24.3K
995
-1%
减持
DFUS
DIMENSIONAL US
-$23.6K
1,955
-12%
清仓
GM
GENERAL MOTORS
-$22.7K
0
-100%
减持
AVDV
AVANTIS INTL
+$22.2K
16,635
-5%
建仓
BKCG
BNY MELLON
+$22.1K
717
增持
VZ
VERIZON COMMUNICATIONS
+$21.7K
2,189
+13%
清仓
UITB
VICTORYSHARES CORE
-$21.7K
0
-100%
增持
NOC
NORTHROP GRUMMAN
+$21.4K
271
+8%
增持
AMD
ADVANCED MICRO
+$21.0K
529
+92%
增持
SPY
SPDR S&P
+$20.7K
630
+11%
清仓
FTCS
FIRST TRUST
-$20.6K
0
-100%
清仓
UFOX
DEFIANCE CONNECTIVE
-$20.3K
0
-100%
建仓
AVMC
AVANTIS U S
+$20.1K
324
减持
LLY
ELI LILLY
+$19.4K
435
-1%
增持
SPYM
SPDR PORTFOLIO
-$19.4K
791,709
+5%
增持
SOXX
ISHARES SEMICONDUCTOR
+$19.3K
342
+64%
增持
SPGM
SPDR MSCI
+$19.1K
13,699
+4%
清仓
FNDF
SCHWAB FUNDAMENTAL
-$18.6K
0
-100%
增持
VSS
VANGUARD FTSE
+$18.0K
5,670
+2%
减持
GOOGL
ALPHABET INC
-$17.9K
300
-12%
建仓
WINN
HARBOR LONG
+$17.1K
700
减持
DBEF
XTRACKERS MSCI
-$16.6K
7,392
-9%
增持
GLDM
WORLD GOLD
+$16.1K
617
+45%
