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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 10
增持 62
减持 64
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
DIVB
ISHARES CORE
+$25.8M
512,957
增持
SPYM
SPDR PORTFOLIO
+$24.0M
1,046,071
+32%
增持
GSLC
GOLDMAN SACHS
+$13.2M
360,800
+30%
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
RECS
COLUMBIA RESEARCH
+$6.9M
296,568
+143%
增持
SPYG
SPDR PORTFOLIO
+$5.0M
116,603
+54%
减持
JBND
JPMORGAN ACTIVE
-$4.7M
991,378
-8%
减持
HTAB
HARTFORD SCHRODERS
-$4.6M
958,130
-19%
增持
IVV
ISHARES CORE
+$4.5M
43,646
+8%
增持
GSIE
GOLDMAN SACHS
+$4.2M
627,069
+8%
减持
GTO
INVESCO TOTAL
-$3.7M
6,672
-92%
建仓
PYLD
PIMCO ENHANCED
+$3.7M
139,770
减持
AVIV
AVANTIS INTL
+$2.8M
539,447
-1%
增持
BBSC
JPMORGAN
+$2.5M
66,845
+112%
增持
IMCG
ISHARES MORNINGSTAR
+$2.5M
195,304
+6%
增持
BBUS
JPMORGAN BETABUILDERS
+$2.5M
22,381
+4776%
增持
MDYG
SPDR SERIES
+$2.4M
44,535
+134%
减持
MMIT
NYLI MACKAY
-$2.2M
999,094
-8%
增持
SPTM
SPDR PORTFOLIO
+$2.2M
183,352
+8%
增持
PULS
PGIM ULTRA
+$2.2M
412,988
+12%
增持
MDYV
SPDR SERIES
+$2.2M
83,064
+44%
增持
PWV
INVESCO LARGE
+$2.0M
310,057
+7%
减持
VUG
VANGUARD GROWTH
+$2.0M
48,987
-7%
增持
DBMF
IMGP DBI
+$1.9M
414,567
+20%
增持
SPYV
SPDR PORTFOLIO
+$1.7M
109,310
+37%
增持
FLQM
FRANKLIN US
+$1.6M
46,572
+169%
增持
JMST
JPMORGAN
+$1.5M
51,171
+137%
增持
GUNR
FLEXSHARES MORNINGSTAR
+$1.4M
132,394
+30%
增持
HAP
VANECK NATURAL
+$1.3M
336,856
+4%
增持
VNLA
JANUS HENDERSON
+$1.1M
33,360
+207%
减持
JHMM
JOHN HANCOCK
-$1.1M
48,648
-31%
增持
SPMD
SPDR PORTFOLIO
+$1.1M
205,089
+4%
增持
JMUB
JPMORGAN
+$921.4K
326,468
+7%
增持
FMDE
FIDELITY ENHANCED
+$869.8K
96,479
+23%
减持
SPDW
SPDR DEVELOPED
+$854.3K
362,546
-5%
减持
GNR
SPDR S&P
-$792.8K
67,381
-19%
增持
DGRW
WISDOMTREE US
+$725.7K
109,465
+4%
增持
AVDV
AVANTIS INTL
+$713.1K
23,628
+42%
增持
VWO
VANGUARD FSTE
+$639.9K
15,341
+484%
增持
DFAE
DIMENSIONAL EMERGING
+$626.6K
162,232
+3%
减持
CWI
SPDR MSCI
+$537.0K
302,274
-4%
减持
NUMG
NUVEEN ESG
-$509.8K
17,412
-45%
增持
BBMC
JPMORGAN BETABUILDERS
+$486.8K
9,101
+105%
减持
DON
WISDOMTREE U S
-$426.1K
470,660
-3%
增持
SLYG
SPDR SERIES
+$390.4K
4,556
+2612%
减持
FESM
FIDELITY COVINGTON
-$389.3K
79,576
-20%
增持
SPAB
SPDR AGGREGATE
+$387.9K
228,120
+7%
减持
VIG
VANGUARD DIVIDEND
+$351.7K
34,604
-0%
减持
USFR
WISDOMTREE FLOATING
-$348.7K
11,896
-37%
减持
OMFS
INVESCO RUSSELL
-$338.4K
214
-98%
增持
GEM
GOLDMAN SACHS
+$308.6K
17,127
+73%
增持
MSFT
MICROSOFT CORP
+$301.9K
2,153
+5%
减持
DLN
WISDOMTREE U S
-$282.5K
398,151
-4%
增持
SPSM
SPDR PORTFOLIO
+$267.0K
120,909
+1%
增持
PBUS
INVESCO MSCI
+$200.9K
21,825
+6%
增持
BRK/B
BERKSHIRE HATHAWAY
-$188.3K
4,842
+2%
减持
PFE
PFIZER INC
-$181.8K
1,897
-79%
增持
ARTY
ISHARES FUTURE
+$180.8K
4,479
+4822%
增持
SPGM
SPDR MSCI
+$170.0K
14,856
+8%
减持
JSMD
JANUS DETROIT
+$164.2K
31,114
-3%
减持
AVDE
AVANTIS INTL
+$160.6K
197,171
-9%
减持
AVEM
AVANTIS EMERGING
-$143.5K
62,724
-15%
增持
CGGE
CAPITAL GROUP
+$143.0K
29,079
+7%
减持
SPEM
SPDR EMERGING
+$136.1K
41,091
-0%
减持
SJNK
SPDR BLOOMBERG
-$132.2K
47,153
-11%
减持
SPHQ
INVESCO S&P
-$132.2K
82,515
-9%
增持
VSS
VANGUARD FTSE
+$130.3K
5,847
+3%
建仓
NIC
NICOLET BANKSHARES
+$125.6K
1,017
增持
IWF
ISHARES RUSSELL
+$125.0K
1,395
+8%
减持
VTI
VANGUARD TOTAL
+$114.6K
4,307
-1%
增持
QQQ
INVESCO QQQ
+$108.3K
1,287
+0%
减持
HELO
JPMORGAN HEDGED
-$85.5K
31,355
-9%
减持
DES
WISDOMTREE U S
-$82.6K
40,314
-5%
减持
ISCG
ISHARES MORNINGSTAR
+$74.9K
69,317
-7%
减持
SLYV
SPDR S&P
-$73.3K
9,159
-11%
增持
AAPL
APPLE INC
-$70.9K
7,094
+3%
减持
MRK
MERCK & COMPANY
-$70.6K
1,029
-39%
增持
NBCM
NEUBERGER BERMAN
+$68.9K
124,493
+4%
增持
TSLA
TESLA INC
+$62.4K
513
+32%
减持
ORCL
ORACLE CORP
-$58.4K
1,701
-45%
清仓
IBB
ISHARES BIOTECHNOLOGY
-$57.6K
0
-100%
减持
SMLV
SPDR SSGA
-$57.1K
13,280
-5%
清仓
DGRS
WISDOMTREE US
-$49.6K
0
-100%
减持
RODM
HARTFORD MULTIFACTOR
+$48.5K
134,330
-8%
增持
SUSA
ISHARES ESG
+$47.5K
2,059
+11%
减持
PEP
PEPSICO INC
-$44.8K
744
-22%
减持
SMMD
ISHARES RUSSELL
-$44.5K
815
-49%
减持
QUAL
ISHARES MSCI
-$42.8K
348
-44%
减持
IWM
ISHARES RUSSELL
+$42.8K
2,787
-0%
清仓
AXP
AMERICAN EXPRESS
-$40.4K
0
-100%
减持
IJR
ISHARES CORE
-$40.0K
2,607
-16%
减持
IOO
ISHARES GLOBAL
-$38.7K
115
-78%
减持
DBEF
XTRACKERS MSCI
-$38.6K
6,433
-13%
增持
NUBD
NUVEEN ESG
+$38.1K
5,016
+51%
建仓
FLQS
FRANKLIN US
+$33.2K
807
清仓
—
FERRARI NV
-$32.1K
0
-100%
建仓
SYM
SYMBOTIC INC
+$31.9K
820
减持
SPY
SPDR S&P
+$30.1K
619
-2%
减持
DLS
WISDOMTREE INTL
-$29.4K
3,596
-21%
增持
WEC
WEC ENERGY
-$28.8K
6,074
+0%
减持
BABA
ALIBABA GROUP
-$28.6K
348
-32%
增持
IBIT
ISHARES BITCOIN
+$28.6K
1,636
+7%
增持
ABBV
ABBVIE INC
-$26.8K
1,149
+0%
减持
CAT
CATERPILLAR INC
+$25.3K
462
-1%
建仓
HDV
ISHARES CORE
+$23.4K
200
增持
AMD
ADVANCED MICRO
+$22.4K
541
+2%
减持
LLY
ELI LILLY
-$22.3K
432
-1%
清仓
BKCG
BNY MELLON
-$22.1K
0
-100%
减持
PYPL
PAYPAL HOLDINGS
-$20.7K
402
-48%
增持
CGUS
CAPITAL GROUP
+$19.7K
2,505
+15%
增持
CVX
CHEVRON CORP
-$18.4K
1,519
+8%
减持
FVD
FIRST TRUST
-$17.7K
8,113
-5%
建仓
—
MEDTRONIC PLC
+$17.4K
200
减持
SCHM
SCHWAB US
-$17.3K
39,676
-8%
清仓
WYNN
WYNN RESORTS
-$17.1K
0
-100%
减持
XLV
HEALTHCARE SELECT
-$17.1K
415
-17%
建仓
TTC
TORO CO
+$17.0K
240
增持
AMAT
APPLIED MATERIALS
+$16.9K
443
+0%
建仓
SMH
VANECK SEMICONDUCTOR
+$16.7K
60
减持
GOOG
ALPHABET INC
+$16.7K
985
-3%
增持
CSB
VICTORYSHARES US
-$16.6K
43,935
+3%
减持
GLD
SPDR GOLD
-$16.0K
749
-12%
减持
SOFI
SOFI TECHNOLOGIES
+$15.4K
2,461
-3%
减持
IJH
ISHARES CORE
-$15.4K
7,267
-9%
减持
VZ
VERIZON COMMUNICATIONS
-$14.6K
1,956
-11%
减持
AMP
AMERIPRISE FINANCIAL
-$14.4K
3
-91%
减持
VB
VANGUARD SMALL
+$13.9K
1,612
-3%
减持
V
VISA INC
-$13.3K
396
-10%
清仓
FSK
FS KKR
-$12.7K
0
-100%
清仓
IUS
INVESCO RAFI
-$12.7K
0
-100%
建仓
NLR
VANECK URANIUM
+$12.6K
113
增持
IEMG
ISHARES CORE
+$12.4K
1,853
+1%
增持
GDX
VANECK GOLD
+$12.2K
442
+88%
清仓
CHRD
CHORD ENERGY
-$11.5K
0
-100%
减持
IUSV
ISHARES CORE
-$11.1K
1,173
-11%
增持
COF
CAPITAL ONE
+$11.0K
115
+53%
清仓
IEF
ISHARES 7-10YR
-$10.7K
0
-100%
增持
MCD
MCDONALDS CORP
-$10.7K
546
+0%
增持
AMGN
AMGEN INC
-$10.3K
337
+1%
减持
JAAA
JANUS HENDERSON
-$10.2K
1,340
-13%
减持
GWW
GRAINGER W W
-$10.1K
108
-13%
减持
MCK
MCKESSON CORP
-$10.0K
8
-67%
减持
CGGR
CAPITAL GROUP
-$10.0K
257
-57%
清仓
AVUV
AVANTIS U S
-$9.8K
0
-100%
清仓
PM
PHILIP MORRIS
-$9.5K
0
-100%
增持
UPS
UNITED PARCEL
-$9.5K
1,148
+1%
减持
DFIS
DIMENSIONAL INTL
-$9.2K
85,935
-14%
减持
CMCSA
COMCAST CORP
-$8.7K
1,009
-17%
清仓
EW
EDWARDS LIFESCIENCES
-$8.7K
0
-100%
清仓
COMT
ISHARES U S
-$8.3K
0
-100%
增持
ET
ENERGY TRANSFER
+$8.1K
11,259
+7%
