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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 68
减持 60
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
CTA
SIMPLIFY MANAGED
+$21.7M
776,298
增持
MMIT
NYLI MACKAY
+$16.8M
1,673,280
+67%
减持
HTAB
HARTFORD SCHRODERS
-$14.6M
173,124
-82%
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。
减持
SPYM
SPDR PORTFOLIO
-$12.2M
814,475
-22%
增持
JBND
JPMORGAN ACTIVE
+$10.8M
1,179,736
+19%
建仓
IWY
ISHARES RUSSELL
+$10.2M
37,217
增持
DBMF
IMGP DBI
+$4.0M
535,932
+29%
增持
AVIV
AVANTIS INTL
+$3.5M
550,018
+2%
增持
JMUB
JPMORGAN
+$3.4M
388,132
+19%
减持
VUG
VANGUARD GROWTH
+$1.9M
48,811
-0%
增持
HAP
VANECK NATURAL
+$1.8M
338,507
+0%
增持
DON
WISDOMTREE U S
+$1.8M
485,330
+3%
增持
IMCG
ISHARES MORNINGSTAR
+$1.8M
210,662
+8%
减持
DLN
WISDOMTREE U S
+$1.6M
393,899
-1%
增持
PWV
INVESCO LARGE
+$1.4M
316,933
+2%
增持
RECS
COLUMBIA RESEARCH
+$1.4M
305,088
+3%
增持
AVDE
AVANTIS INTL
+$1.4M
202,458
+3%
增持
SPTM
SPDR PORTFOLIO
+$1.4M
187,352
+2%
减持
VNLA
JANUS HENDERSON
-$1.3M
7,339
-78%
增持
GUNR
FLEXSHARES MORNINGSTAR
+$1.2M
149,486
+13%
增持
DIVB
ISHARES CORE
+$1.2M
517,369
+1%
减持
JMST
JPMORGAN
-$1.2M
28,227
-45%
增持
SPDW
SPDR DEVELOPED
+$1.1M
368,735
+2%
增持
SPMD
SPDR PORTFOLIO
+$1.1M
213,763
+4%
增持
DGRW
WISDOMTREE US
+$1.0M
114,609
+5%
增持
SPAB
SPDR AGGREGATE
+$751.2K
254,973
+12%
减持
SPYG
SPDR PORTFOLIO
+$687.1K
112,924
-3%
增持
SPSM
SPDR PORTFOLIO
+$664.7K
125,549
+4%
增持
PULS
PGIM ULTRA
+$653.4K
425,522
+3%
增持
FESM
FIDELITY COVINGTON
+$647.2K
87,330
+10%
增持
FLQM
FRANKLIN US
+$644.9K
56,230
+21%
增持
AVEM
AVANTIS EMERGING
+$632.1K
65,653
+5%
增持
WEC
WEC ENERGY
+$590.9K
10,680
+76%
增持
BBSC
JPMORGAN
+$572.7K
67,212
+1%
减持
SPHQ
INVESCO S&P
-$541.0K
72,848
-12%
增持
ISCG
ISHARES MORNINGSTAR
+$508.2K
72,868
+5%
减持
GSLC
GOLDMAN SACHS
+$490.4K
339,916
-6%
增持
FMDE
FIDELITY ENHANCED
+$484.8K
105,258
+9%
增持
NBCM
NEUBERGER BERMAN
+$466.5K
137,575
+11%
增持
PYLD
PIMCO ENHANCED
+$444.9K
154,783
+11%
减持
DFAE
DIMENSIONAL EMERGING
+$408.9K
161,924
-0%
增持
CSB
VICTORYSHARES US
+$390.6K
47,760
+9%
增持
DFIS
DIMENSIONAL INTL
+$385.2K
93,251
+9%
减持
GNR
SPDR S&P
+$322.7K
67,176
-0%
增持
MDYG
SPDR SERIES
+$321.9K
45,769
+3%
减持
AAPL
APPLE INC
+$297.3K
6,884
-3%
增持
SPEM
SPDR EMERGING
+$287.7K
43,665
+6%
增持
IBIT
ISHARES BITCOIN
+$276.3K
5,791
+254%
减持
IVV
ISHARES CORE
+$266.0K
40,887
-6%
减持
MDYV
SPDR SERIES
+$252.9K
82,132
-1%
减持
SPYV
SPDR PORTFOLIO
+$236.9K
107,684
-1%
减持
JNJ
JOHNSON & JOHNSON
+$224.5K
7,338
-1%
减持
GSIE
GOLDMAN SACHS
+$219.5K
610,291
-3%
减持
AVDV
AVANTIS INTL
+$204.6K
23,339
-1%
建仓
DGICA
DONEGAL GROUP
+$191.8K
9,892
减持
CWI
SPDR MSCI
+$161.6K
287,338
-5%
减持
USFR
WISDOMTREE FLOATING
-$158.2K
8,759
-26%
建仓
SFLO
VICTORYSHARES SMALL
+$155.3K
5,334
建仓
MFSG
MFS ACTIVE
+$152.9K
5,432
增持
HELO
JPMORGAN HEDGED
+$147.0K
32,449
+3%
增持
ORCL
ORACLE CORP
+$146.7K
1,844
+8%
增持
SJNK
SPDR BLOOMBERG
+$131.0K
52,048
+10%
建仓
—
SCORPIO TANKERS
+$119.9K
2,139
增持
GE
GE AEROSPACE
+$119.7K
486
+372%
减持
JSMD
JANUS DETROIT
+$119.6K
30,325
-3%
增持
ARTY
ISHARES FUTURE
+$114.3K
6,508
+45%
减持
GTO
INVESCO TOTAL
-$113.0K
4,206
-37%
增持
MSFT
MICROSOFT CORP
+$108.2K
2,276
+6%
减持
RODM
HARTFORD MULTIFACTOR
-$106.5K
125,945
-6%
增持
SPGM
SPDR MSCI
+$102.8K
15,058
+1%
增持
AVGO
BROADCOM INC
+$98.8K
753
+39%
增持
SLYV
SPDR S&P
+$84.0K
9,188
+0%
增持
GEM
GOLDMAN SACHS
+$81.2K
17,640
+3%
减持
VTI
VANGUARD TOTAL
+$73.6K
4,213
-2%
减持
BBUS
JPMORGAN BETABUILDERS
+$71.8K
21,355
-5%
建仓
SIL
GLOBAL X
+$71.6K
1,000
减持
DES
WISDOMTREE U S
+$70.7K
40,115
-0%
减持
BRK/B
BERKSHIRE HATHAWAY
+$70.6K
4,819
-0%
减持
JHMM
JOHN HANCOCK
-$69.3K
44,899
-8%
减持
COST
COSTCO WHOLESALE
-$67.6K
328
-13%
减持
VIG
VANGUARD DIVIDEND
-$66.2K
32,514
-6%
增持
GOOGL
ALPHABET INC
+$65.3K
487
+62%
减持
VWO
VANGUARD FSTE
+$65.1K
15,206
-1%
增持
BBMC
JPMORGAN BETABUILDERS
+$64.6K
9,149
+1%
增持
GEV
GE VERNOVA
+$59.9K
112
+559%
增持
CGGE
CAPITAL GROUP
+$58.8K
29,479
+1%
减持
JSML
JANUS DETROIT
+$55.4K
9,044
-2%
减持
IWM
ISHARES RUSSELL
+$55.0K
2,713
-3%
减持
SCHM
SCHWAB US
+$51.6K
39,289
-1%
增持
HD
HOME DEPOT
+$50.9K
1,026
+3%
建仓
JPIB
JPMORGAN
+$50.7K
1,034
减持
AMD
ADVANCED MICRO
-$50.1K
165
-70%
减持
ABBV
ABBVIE INC
-$44.6K
728
-37%
增持
GLD
SPDR GOLD
+$42.6K
762
+2%
增持
SYM
SYMBOTIC INC
+$41.1K
1,354
+65%
建仓
PANW
PALO ALTO
+$40.7K
200
建仓
SF
STIFEL FINANCIAL
+$39.5K
348
增持
DFAT
DIMENSIONAL US
+$39.4K
852
+351%
减持
TSLA
TESLA INC
+$38.9K
454
-12%
建仓
APH
AMPHENOL CORP
+$38.9K
314
增持
MAR
MARRIOTT INTL
+$38.7K
182
+469%
建仓
MPC
MARATHON PETROLEUM
+$38.5K
200
减持
PBUS
INVESCO MSCI
+$37.6K
20,801
-5%
减持
IWF
ISHARES RUSSELL
+$37.3K
1,344
-4%
减持
CAT
CATERPILLAR INC
+$36.8K
453
-2%
增持
META
META PLATFORMS
+$35.2K
272
+22%
增持
IJR
ISHARES CORE
+$31.6K
2,664
+2%
建仓
ORLY
O REILLY AUTOMOTIVE
+$30.7K
285
增持
—
ASML HOLDING
+$30.7K
40
+300%
增持
—
LINDE PLC
+$30.2K
113
+126%
建仓
COR
CENCORA INC
+$30.0K
96
增持
SLYG
SPDR SERIES
+$29.2K
4,597
+1%
减持
QQQ
INVESCO QQQ
+$28.5K
1,230
-4%
增持
V
VISA INC
+$28.4K
495
+25%
减持
PEP
PEPSICO INC
-$28.0K
500
-33%
减持
IJH
ISHARES CORE
-$27.0K
6,492
-11%
增持
MOAT
VANECK MORNINGSTAR
+$26.7K
378
+229%
减持
SCHW
SCHWAB CHARLES
-$26.1K
400
-43%
减持
XLV
HEALTHCARE SELECT
-$26.0K
215
-48%
减持
MTUM
ISHARES MSCI
-$25.0K
1,579
-12%
减持
DBEF
XTRACKERS MSCI
-$24.6K
5,533
-14%
减持
FIS
FIDELITY NATIONAL
-$24.6K
822
-15%
减持
CSCO
CISCO SYSTEMS
-$24.3K
1,129
-23%
增持
BABA
ALIBABA GROUP
+$23.6K
353
+1%
减持
MMM
3M COMPANY
-$22.9K
376
-30%
减持
SLV
ISHARES SILVER
-$22.2K
991
-49%
减持
DUK
DUKE ENERGY
-$22.0K
108
-64%
增持
CTAS
CINTAS CORP
+$21.5K
300
+67%
建仓
COP
CONOCOPHILLIPS
+$21.3K
225
减持
DIS
WALT DISNEY
-$20.2K
1,019
-8%
减持
QUAL
ISHARES MSCI
-$19.7K
226
-35%
增持
CVX
CHEVRON CORP
+$19.3K
1,525
+0%
增持
UPS
UNITED PARCEL
-$19.2K
1,158
+1%
减持
JPM
JPMORGAN CHASE
+$18.9K
1,140
-3%
增持
PH
PARKER-HANNIFIN CORP
+$18.9K
71
+42%
建仓
REGN
REGENERON PHARMACEUTICAL
+$18.6K
33
清仓
—
MEDTRONIC PLC
-$17.4K
0
-100%
减持
ET
ENERGY TRANSFER
-$17.4K
10,880
-3%
减持
AMZN
AMAZON COM
-$17.2K
1,739
-4%
减持
WMT
WALMART INC
-$16.9K
512
-28%
清仓
ORA
ORMAT TECHNOLOGIES
-$16.8K
0
-100%
减持
—
CARNIVAL CORP
-$16.2K
200
-74%
建仓
TDG
TRANSDIGM GROUP
+$15.8K
12
增持
LLY
ELI LILLY
+$15.7K
462
+7%
清仓
BLK
BLACKROCK FDG
-$15.7K
0
-100%
增持
KO
COCA COLA COMPANY
-$15.7K
3,578
+0%
增持
NOW
SERVICENOW INC
+$15.6K
27
+200%
建仓
CDNS
CADENCE DESIGN
+$15.1K
43
减持
SUSA
ISHARES ESG
+$15.1K
2,035
-1%
建仓
TRN
TRINITY INDUSTRIES
+$14.9K
530
