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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 3
增持 62
减持 68
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SFLO
VICTORYSHARES SMALL
+$11.6M
399,022
+7381%
增持
MMIT
NYLI MACKAY
+$4.1M
1,838,192
+10%
减持
AVIV
AVANTIS INTL
+$1.5M
541,505
-2%
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
AVDE
AVANTIS INTL
+$1.4M
211,150
+4%
减持
SPYM
STATE STREET
+$1.4M
812,288
-0%
增持
DBMF
IMGP DBI
+$1.2M
565,318
+5%
减持
IVV
ISHARES CORE
-$1.1M
38,341
-6%
增持
MFSG
MFS ACTIVE
+$1.0M
42,182
+677%
增持
JBND
JPMORGAN ACTIVE
+$1.0M
1,200,760
+2%
减持
HTAB
HARTFORD SCHRODERS
-$1.0M
120,075
-31%
增持
SPAB
STATE STREET
+$981.4K
294,073
+15%
增持
SPDW
SPDR DEVELOPED
+$944.0K
376,541
+2%
增持
PULS
PGIM ULTRA
+$938.5K
446,506
+5%
增持
DGRW
WISDOMTREE US
+$934.8K
124,460
+9%
增持
DIVB
ISHARES CORE
+$924.0K
525,995
+2%
增持
SPMD
STATE STREET
+$885.5K
226,396
+6%
减持
GSLC
GOLDMAN SACHS
-$884.7K
327,865
-4%
增持
PWV
INVESCO LARGE
+$874.5K
323,838
+2%
增持
JMUB
JPMORGAN
+$748.5K
402,722
+4%
减持
GSIE
GOLDMAN SACHS
+$696.6K
600,503
-2%
增持
GUNR
FLEXSHARES MORNINGSTAR
+$666.0K
157,262
+5%
减持
SPHQ
INVESCO S&P
-$591.6K
63,257
-13%
增持
RECS
COLUMBIA RESEARCH
+$474.3K
313,041
+3%
增持
IMCG
ISHARES MORNINGSTAR
+$437.2K
223,763
+6%
增持
CTA
SIMPLIFY MANAGED
+$421.2K
811,968
+5%
增持
FESM
FIDELITY COVINGTON
+$382.1K
94,623
+8%
减持
VIG
VANGUARD DIVIDEND
-$364.2K
30,267
-7%
增持
PYLD
PIMCO ENHANCED
+$341.3K
168,505
+9%
减持
HAP
VANECK NATURAL
+$330.4K
326,814
-3%
增持
SPSM
STATE STREET
+$326.7K
131,075
+4%
增持
FLQM
FRANKLIN US
+$303.9K
61,822
+10%
增持
JMST
JPMORGAN
+$282.6K
33,831
+20%
增持
GNR
SPDR S&P
+$278.0K
68,482
+2%
增持
AVEM
AVANTIS EMERGING
+$277.3K
67,625
+3%
增持
ISCG
ISHARES MORNINGSTAR
+$267.8K
76,183
+5%
减持
CWI
SPDR MSCI
-$254.6K
272,251
-5%
减持
JSMD
JANUS DETROIT
-$244.3K
28,093
-7%
减持
SPTM
STATE STREET
-$216.3K
180,524
-4%
增持
MDYV
STATE STREET
+$210.1K
83,411
+2%
增持
DFIS
DIMENSIONAL INTL
+$209.2K
95,894
+3%
减持
BBUS
JPMORGAN BETABUILDERS
-$206.3K
19,223
-10%
减持
ORCL
ORACLE CORP
-$204.6K
1,611
-13%
减持
BBSC
JPMORGAN
-$191.1K
64,478
-4%
增持
SJNK
STATE STREET
+$184.8K
59,921
+15%
减持
VUG
VANGUARD GROWTH
+$180.2K
48,355
-1%
减持
WEC
WEC ENERGY
-$153.7K
10,147
-5%
增持
MDYG
STATE STREET
+$149.3K
46,953
+3%
增持
FMDE
FIDELITY ENHANCED
+$148.7K
108,680
+3%
减持
AAPL
APPLE INC
-$146.6K
5,908
-14%
增持
NBCM
NEUBERGER COMMODITY
+$140.2K
149,246
+8%
减持
SPYG
STATE STREET
-$135.1K
109,340
-3%
减持
GTO
INVESCO TOTAL
-$124.9K
1,580
-62%
清仓
—
SCORPIO TANKERS
-$119.9K
0
-100%
减持
DLN
WISDOMTREE U S
+$119.6K
390,561
-1%
减持
MSFT
MICROSOFT CORP
-$115.6K
2,199
-3%
减持
GE
GE AEROSPACE
-$110.8K
115
-76%
减持
JNJ
JOHNSON & JOHNSON
+$107.4K
7,094
-3%
减持
PBUS
INVESCO MSCI
-$106.7K
18,816
-10%
减持
IWY
ISHARES RUSSELL
+$97.5K
37,126
-0%
增持
CSB
VICTORYSHARES US
+$92.0K
49,768
+4%
增持
SPSB
STATE STREET
+$89.2K
14,039
+27%
减持
CGUS
CAPITAL GROUP
-$84.8K
355
-86%
建仓
FSSL
FS SPECIALTY
+$84.4K
5,971
清仓
SMOT
VANECK MORNINGSTAR
-$83.2K
0
-100%
减持
JSML
JANUS DETROIT
-$77.6K
8,139
-10%
减持
HD
HOME DEPOT
-$73.3K
995
-3%
清仓
SIL
GLOBAL X
-$71.6K
0
-100%
减持
AVDV
AVANTIS INTL
+$71.2K
22,870
-2%
减持
LNT
ALLIANT ENERGY
-$70.5K
1,692
-37%
增持
DON
WISDOMTREE U S
+$66.0K
493,195
+2%
清仓
—
KELLANOVA
-$65.6K
0
-100%
增持
SPEM
SPDR EMERGING
+$65.5K
45,064
+3%
增持
IWM
ISHARES RUSSELL
+$65.3K
2,932
+8%
清仓
SMMD
ISHARES RUSSELL
-$60.1K
0
-100%
减持
GEV
GE VERNOVA
-$55.8K
20
-82%
减持
META
META PLATFORMS
-$53.2K
222
-18%
增持
GXC
SPDR S&P
+$51.7K
1,064
+118%
减持
MMM
3M COMPANY
-$50.3K
50
-87%
增持
SPGM
SPDR MSCI
+$49.7K
15,351
+2%
增持
HELO
JPMORGAN HEDGED
+$47.3K
32,463
+0%
减持
MTUM
ISHARES MSCI
-$46.4K
1,432
-9%
增持
NFLX
NETFLIX INC
-$45.1K
810
+702%
增持
GLDM
SPDR GOLD
+$40.3K
993
+71%
减持
SCHX
SCHWAB US
-$40.0K
9,141
-16%
清仓
SF
STIFEL FINANCIAL
-$39.5K
0
-100%
增持
BMNR
BITMINE IMMERSION
+$37.9K
1,737
+870%
减持
NVDA
NVIDIA CORP
-$37.7K
4,815
-4%
清仓
MOAT
VANECK MORNINGSTAR
-$37.5K
0
-100%
增持
QQQ
INVESCO QQQ
+$36.8K
1,262
+3%
增持
SOXX
ISHARES SEMICONDUCTOR
+$36.5K
437
+25%
清仓
FLQS
FRANKLIN US
-$35.5K
0
-100%
清仓
SMMU
PIMCO SHORT
-$35.4K
0
-100%
减持
VNLA
JANUS HENDERSON
-$35.0K
6,649
-9%
增持
DE
DEERE & CO
+$34.8K
495
+16%
减持
QUAL
ISHARES MSCI
-$33.8K
51
-77%
减持
TOL
TOLL BROTHERS
-$32.9K
15
-94%
减持
CVX
CHEVRON CORP
-$32.6K
1,340
-12%
减持
ARKW
ARK NEXT
-$30.6K
445
-19%
增持
KO
COCA COLA COMPANY
+$28.8K
3,806
+6%
增持
SLV
ISHARES SILVER
+$28.1K
1,088
+10%
增持
COF
CAPITAL ONE
+$27.9K
216
+88%
减持
GOOGL
ALPHABET INC
+$27.2K
465
-5%
增持
VBK
VANGUARD SMALL
+$26.7K
247
+53%
增持
FELG
FIDELITY ENHANCED
+$26.5K
663
+2268%
清仓
HDV
ISHARES CORE
-$24.5K
0
-100%
增持
FLIN
FRANKLIN FTSE
+$23.7K
1,700
+51%
建仓
HPE
HEWLETT PACKARD
+$23.4K
975
清仓
—
LYONDELLBASELL INDUSTRIE
-$23.3K
0
-100%
减持
VGT
VANGUARD INFORMATION
-$23.2K
91
-26%
减持
RODM
HARTFORD MULTIFACTOR
-$22.7K
120,392
-4%
增持
NUBD
NUVEEN ESG
+$22.4K
6,039
+20%
增持
MRK
MERCK & COMPANY
+$22.3K
1,038
+0%
减持
IAU
ISHARES GOLD
-$21.6K
1,330
-25%
减持
DLS
WISDOMTREE INTL
-$21.3K
3,266
-9%
减持
DES
WISDOMTREE U S
-$20.5K
39,777
-1%
减持
V
VISA INC
-$19.9K
425
-14%
减持
VTI
VANGUARD TOTAL
-$19.7K
4,065
-4%
清仓
SMH
VANECK SEMICONDUCTOR
-$19.6K
0
-100%
增持
UPS
UNITED PARCEL
+$19.0K
1,167
+1%
减持
SLYV
STATE STREET
+$18.8K
9,160
-0%
清仓
COPX
GLOBAL X
-$18.5K
0
-100%
增持
ET
ENERGY TRANSFER
+$18.0K
12,416
+14%
减持
IEMG
ISHARES CORE
-$17.8K
1,531
-16%
减持
SMLV
STATE STREET
-$17.5K
12,528
-2%
减持
VZ
VERIZON COMMUNICATIONS
-$17.5K
1,679
-14%
建仓
AOS
SMITH AO
+$17.5K
261
减持
PFE
PFIZER INC
-$17.2K
1,261
-34%
减持
IJH
ISHARES CORE
-$17.0K
6,161
-5%
减持
DFAE
DIMENSIONAL EMERGING
+$16.8K
157,269
-3%
清仓
RWJ
INVESCO S&P
-$16.7K
0
-100%
减持
JHMM
JOHN HANCOCK
+$16.4K
44,608
-1%
减持
BBMC
JPMORGAN BETABUILDERS
-$16.3K
8,771
-4%
增持
VEA
VANGUARD FTSE
+$15.8K
2,253
+8%
增持
AMGN
AMGEN INC
+$15.8K
340
+0%
减持
DGRO
ISHARES CORE
-$15.7K
295
-44%
增持
NUDM
NUVEEN ESG
+$15.0K
3,820
+17%
增持
—
EXXON MOBIL
+$15.0K
1,367
+3%
清仓
TRN
TRINITY INDUSTRIES
-$14.9K
0
-100%
减持
CAT
CATERPILLAR INC
+$14.7K
403
-11%
清仓
XLF
FINANCIAL SELECT
-$14.2K
0
-100%
减持
EXAS
EXACT SCIENCES
-$13.8K
640
-56%
清仓
DXJ
WISDOMTREE JAPAN
-$13.7K
0
-100%
减持
SPYV
STATE STREET
-$13.6K
104,639
-3%
减持
FVD
FIRST TRUST
-$12.5K
7,869
-3%
增持
OESX
ORION ENERGY
+$12.1K
1,700
+6%
减持
DIS
WALT DISNEY
-$12.1K
919
-10%
减持
WPC
W P CAREY
-$11.8K
2,382
-2%
减持
SO
SOUTHERN COMPANY
-$11.6K
926
-5%
增持
NOW
SERVICENOW INC
-$11.1K
90
+233%
减持
SLYG
STATE STREET
-$10.5K
4,491
-2%
