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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 72
减持 59
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FELG
FIDELITY ENHANCED
+$20.2M
540,723
+81457%
减持
JBND
JPMORGAN ACTIVE
-$5.3M
1,109,543
-8%
增持
AVIV
AVANTIS INTL
+$4.9M
580,522
+7%
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
+$4.3M
255,742
+21%
减持
GSLC
GOLDMAN SACHS
-$2.7M
325,461
-1%
增持
SPDW
STATE STREET
+$2.2M
414,844
+10%
增持
GSIE
GOLDMAN SACHS
+$2.2M
647,826
+8%
减持
CTA
SIMPLIFY MANAGED
+$1.9M
794,860
-2%
增持
GUNR
FLEXSHARES MORNINGSTAR
+$1.8M
162,865
+4%
减持
PULS
PGIM ULTRA
-$1.5M
416,005
-7%
减持
SFLO
VICTORYSHARES SMALL
-$1.5M
342,785
-14%
增持
VUG
VANGUARD GROWTH
-$1.4M
50,853
+5%
减持
HAP
VANECK NATURAL
-$1.3M
253,095
-23%
减持
IVV
ISHARES CORE
-$1.3M
38,259
-0%
增持
DLN
WISDOMTREE U S
+$1.3M
399,184
+2%
增持
MMIT
NYLI MACKAY
+$1.2M
1,905,068
+4%
减持
MFSG
MFS ACTIVE
-$1.1M
1,874
-96%
增持
FESM
FIDELITY COVINGTON
+$1.0M
121,321
+28%
增持
GNR
STATE STREET
+$1.0M
70,534
+3%
减持
PWV
INVESCO LARGE
+$968.9K
322,918
-0%
减持
SPTM
STATE STREET
-$922.2K
176,720
-2%
增持
SPYG
STATE STREET
-$864.6K
110,326
+1%
增持
DON
WISDOMTREE U S
+$857.9K
500,699
+2%
增持
BA
BOEING COMPANY
+$686.7K
3,481
+12332%
增持
SPMD
STATE STREET
+$490.5K
229,671
+1%
增持
CWI
STATE STREET
+$468.4K
280,068
+3%
增持
FMDE
FIDELITY ENHANCED
+$464.1K
122,857
+13%
增持
WEC
WEC ENERGY
+$457.0K
13,191
+30%
减持
DBMF
IMGP DBI
+$453.4K
541,170
-4%
增持
SPSM
STATE STREET
+$395.1K
135,291
+3%
增持
SPYM
STATE STREET
-$393.7K
846,198
+4%
增持
RECS
COLUMBIA RESEARCH
+$390.2K
337,988
+8%
增持
AVEM
AVANTIS EMERGING
+$362.7K
69,138
+2%
建仓
SMMU
PIMCO SHORT
+$348.6K
6,909
增持
VNLA
JANUS HENDERSON
+$335.6K
13,556
+104%
减持
IBIT
ISHARES BITCOIN
-$331.6K
1,382
-82%
减持
SPHQ
INVESCO S&P
-$325.6K
58,809
-7%
增持
JMUB
JPMORGAN
+$318.9K
413,210
+3%
增持
PYLD
PIMCO ENHANCED
+$297.2K
182,935
+9%
减持
VIG
VANGUARD DIVIDEND
-$294.1K
29,563
-2%
增持
JMST
JPMORGAN
+$292.9K
39,550
+17%
增持
ETHA
ISHARES ETHEREUM
+$287.8K
18,223
+58684%
减持
USFR
WISDOMTREE FLOATING
-$287.0K
2,969
-66%
增持
BBSC
JPMORGAN
+$271.6K
67,456
+5%
增持
IWY
ISHARES RUSSELL
+$264.8K
42,383
+14%
增持
CSB
VICTORYSHARES US
+$264.1K
51,513
+4%
增持
DFIS
DIMENSIONAL INTL
+$249.6K
101,229
+6%
增持
IMCG
ISHARES MORNINGSTAR
+$248.3K
229,955
+3%
减持
RODM
HARTFORD MULTIFACTOR
+$231.7K
118,803
-1%
增持
MSFT
MICROSOFT CORP
-$225.1K
2,265
+3%
减持
DIVB
ISHARES CORE
+$216.7K
522,211
-1%
减持
SPYV
STATE STREET
-$175.8K
101,958
-3%
减持
MDYV
STATE STREET
-$171.0K
80,913
-3%
增持
PEP
PEPSICO INC
+$155.6K
1,464
+193%
建仓
PBP
INVESCO S&P
+$152.1K
6,917
建仓
BALI
ISHARES U S
+$147.8K
4,796
增持
CGGE
CAPITAL GROUP
+$141.9K
34,208
+20%
建仓
BRIE
MFS BLENDED
+$141.3K
5,225
增持
SPAB
STATE STREET
+$140.3K
301,042
+2%
减持
HTAB
HARTFORD SCHRODERS
-$137.0K
113,812
-5%
减持
NUMG
NUVEEN ESG
-$136.9K
16,672
-3%
增持
MSTR
STRATEGY INC
+$135.6K
1,454
+381%
建仓
EFAA
INVESCO MSCI
+$130.2K
2,468
增持
SCHD
SCHWAB US
+$128.2K
4,308
+2892%
减持
AAPL
APPLE INC
-$118.6K
5,862
-1%
减持
NVDA
NVIDIA CORP
-$117.6K
4,475
-7%
减持
AVDV
AVANTIS INTL
+$114.3K
22,666
-1%
建仓
PSH
PGIM SHORT
+$113.1K
2,281
增持
SPGM
STATE STREET
+$110.3K
17,011
+11%
减持
ACWI
ISHARES MSCI
-$108.7K
109
-88%
增持
BMNR
BITMINE IMMERSION
+$108.2K
7,853
+352%
增持
CVX
CHEVRON CORP
+$102.2K
1,481
+11%
增持
BRK/B
BERKSHIRE HATHAWAY
-$98.6K
4,849
+1%
增持
SJNK
STATE STREET
+$97.6K
64,645
+8%
减持
IUSV
ISHARES CORE
-$96.1K
236
-80%
建仓
JEPQ
JPMORGAN
+$95.2K
1,714
减持
PBUS
INVESCO MSCI
-$91.9K
18,353
-2%
减持
SCHM
SCHWAB US
-$86.7K
34,778
-10%
清仓
RWR
STATE STREET
-$86.0K
0
-100%
减持
IWM
ISHARES RUSSELL
-$85.1K
2,567
-12%
减持
DFAE
DIMENSIONAL EMERGING
+$83.1K
153,733
-2%
减持
HELO
JPMORGAN HEDGED
-$82.5K
32,452
-0%
增持
DGRW
WISDOMTREE US
+$81.7K
127,643
+3%
增持
GWW
GRAINGER W W
+$75.4K
169
+56%
减持
JSMD
JANUS DETROIT
-$75.1K
27,929
-1%
减持
VWO
VANGUARD FSTE
-$74.8K
13,692
-10%
清仓
JAAA
JANUS HENDERSON
-$67.8K
0
-100%
减持
FEX
FIRST TRUST
-$66.8K
1,317
-31%
增持
FLQM
FRANKLIN US
+$66.5K
64,530
+4%
清仓
FLIN
FRANKLIN FTSE
-$65.6K
0
-100%
清仓
EXAS
EXACT SCIENCES
-$65.0K
0
-100%
增持
VOO
VANGUARD S&P
-$61.3K
2,095
+0%
减持
JSML
JANUS DETROIT
-$58.2K
7,719
-5%
清仓
DVY
ISHARES SELECT
-$58.1K
0
-100%
减持
UNP
UNION PACIFIC CORP
-$57.4K
125
-67%
增持
EPI
WISDOMTREE INDIA
+$56.9K
1,424
+5377%
增持
VTI
VANGUARD TOTAL
-$55.9K
4,074
+0%
增持
ISCG
ISHARES MORNINGSTAR
+$53.5K
78,077
+2%
减持
UPS
UNITED PARCEL
-$52.8K
640
-45%
减持
SOFI
SOFI TECHNOLOGIES
-$51.9K
544
-76%
减持
MDYG
STATE STREET
-$51.1K
44,693
-5%
减持
SCHX
SCHWAB US
-$49.0K
7,681
-16%
减持
JHMM
JOHN HANCOCK
+$48.0K
44,233
-1%
减持
FVD
FIRST TRUST
-$46.6K
6,719
-15%
减持
DIS
WALT DISNEY
-$44.4K
624
-32%
减持
SLYV
STATE STREET
-$44.4K
8,341
-9%
增持
AMAT
APPLIED MATERIALS
+$37.8K
445
+0%
增持
AMGN
AMGEN INC
+$37.7K
424
+25%
建仓
CGCV
CAPITAL GROUP
+$36.9K
1,238
减持
META
META PLATFORMS
-$36.7K
192
-14%
减持
HD
HOME DEPOT
-$36.2K
931
-6%
减持
VTV
VANGUARD VALUE
-$34.0K
1,717
-12%
增持
BBUS
JPMORGAN BETABUILDERS
-$33.9K
19,939
+4%
减持
DES
WISDOMTREE U S
-$33.5K
36,088
-9%
增持
WMT
WALMART INC
+$31.7K
714
+39%
减持
GLDM
SPDR GOLD
-$30.8K
582
-41%
增持
ASB
ASSOCIATED BANC
+$30.8K
1,218
+4250%
增持
—
LINDE PLC
+$30.6K
159
+41%
减持
SLYG
STATE STREET
-$30.0K
4,068
-9%
减持
—
JOHNSON CONTROLS
+$29.3K
3,154
-2%
增持
LMT
LOCKHEED MARTIN
+$29.1K
49
+4800%
减持
BBMC
JPMORGAN BETABUILDERS
-$28.0K
8,368
-5%
建仓
UFPI
UFP INDUSTRIES
+$27.6K
300
增持
AMZN
AMAZON COM
-$27.4K
1,683
+3%
减持
STLD
STEEL DYNAMICS INC
-$26.7K
150
-53%
增持
WM
WASTE MANAGEMENT
+$26.6K
520
+23%
减持
FSSL
FS SPECIALTY
-$25.7K
4,695
-21%
增持
TJX
TJX COS
+$24.2K
698
+23%
增持
LOW
LOWES COMPANIES
+$23.4K
156
+179%
增持
DUK
DUKE ENERGY
+$23.4K
275
+155%
减持
FIS
FIDELITY NATIONAL
-$23.1K
672
-18%
增持
BNY
BANK NEW YORK
+$22.8K
293
+184%
增持
SPG
SIMON PROPERTY
+$22.1K
431
+37%
增持
DGRO
ISHARES CORE
+$21.1K
592
+101%
建仓
MU
MICRON TECHNOLOGY INC
+$20.9K
62
增持
SOXX
ISHARES SEMICONDUCTOR
+$20.3K
462
+6%
增持
MCD
MCDONALDS CORP
+$19.4K
602
+10%
减持
NBCM
NEUBERGER COMMODITY
+$19.3K
121,157
-19%
减持
NFLX
NETFLIX INC
-$19.2K
590
-27%
建仓
MGK
VANGUARD MEGA
+$19.1K
52
减持
MLPX
GLOBAL X
+$18.4K
2,625
-10%
增持
SBUX
STARBUCKS CORP
+$18.4K
207
+10250%
增持
ADP
AUTOMATIC DATA
-$17.8K
333
+0%
建仓
SGOL
ABRDN STANDARD
+$17.7K
396
清仓
AOS
SMITH AO
-$17.5K
0
-100%
增持
SPSB
STATE STREET
+$17.3K
14,676
+5%
增持
QQQ
INVESCO QQQ
+$17.2K
1,373
+9%
增持
VYM
VANGUARD HIGH
+$16.8K
442
+30%
建仓
RF
REGIONS FINANCIAL
+$16.8K
643
减持
KMB
KIMBERLY CLARK
-$16.6K
328
-31%
