小隐寺数据中心API 小隐寺主站

IAMS WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

IAMS WEALTH MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0001998182

持仓数

186

前50大市值合计

$186.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

QQQ INVESCO QQQ TR

UNIT SER 1

$14.6M

25,267

7.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$12.1M

18,597

6.5%

BIL SPDR SERIES TRUST

STATE STREET SPD

$8.5M

92,499

4.6%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$6.8M

201,100

3.6%

FTCB FIRST TR EXCHANGE-TRADED FD

CORE INVESTMENT

$6.4M

304,512

3.4%

MSFT MICROSOFT CORP

COM

$6.2M

16,773

3.3%

NVDA NVIDIA CORPORATION

COM

$5.9M

34,091

3.2%

BUFQ FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$5.3M

149,275

2.8%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$5.2M

75,797

2.8%

AAPL APPLE INC

COM

$4.8M

18,815

2.6%

AMZN AMAZON COM INC

COM

$4.6M

22,231

2.5%

UPS UNITED PARCEL SVCS INC

CL B

$4.0M

40,847

2.2%

TDIV FIRST TR EXCHANGE TRADED FD

NASD TECH DIV

$3.7M

39,072

2.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.7M

7,622

2.0%

AFLG FIRST TR EXCHNG TRADED FD VI

ACTV FCTR LGCP

$3.6M

94,189

2.0%

JPM JPMORGAN CHASE & CO

COM

$3.6M

12,248

1.9%

VWOB VANGUARD WHITEHALL FDS

EM MK GOV BD ETF

$3.5M

52,952

1.9%

— ASTRAZENECA PLC

ORD

$3.3M

16,578

1.8%

ANGL VANECK ETF TRUST

FALLEN ANGEL HG

$3.2M

111,709

1.7%

BUFD FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$3.2M

113,996

1.7%

META META PLATFORMS INC

CL A

$3.1M

5,491

1.7%

VOOG VANGUARD ADMIRAL FDS INC

500 GRTH IDX F

$3.1M

7,480

1.6%

GILD GILEAD SCIENCES INC

COM

$3.0M

21,406

1.6%

JHMB JOHN HANCOCK EXCHANGE TRADED

MORTGAGE BACKED

$2.9M

133,286

1.6%

AVGO BROADCOM INC

COM

$2.8M

9,091

1.5%

GOOG ALPHABET INC

CAP STK CL C

$2.7M

9,510

1.5%

JHMM JOHN HANCOCK EXCHANGE TRADED

MULTIFACTOR MI

$2.7M

40,644

1.5%

PYLD PIMCO ETF TR

MULTISECTOR BD

$2.7M

104,014

1.5%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$2.7M

57,354

1.4%

FTGS FIRST TR EXCHANGE-TRADED FD

GROWTH STRENGTH

$2.7M

78,998

1.4%

VPLS VANGUARD MALVERN FDS

CORE-PLUS BD ETF

$2.6M

33,953

1.4%

WFC WELLS FARGO & CO

COM

$2.6M

32,698

1.4%

VOOV VANGUARD ADMIRAL FDS INC

500 VAL IDX FD

$2.6M

12,679

1.4%

FTA FIRST TR EXCHANGE-TRADED ALP

COM SHS

$2.5M

27,421

1.4%

AJG GALLAGHER ARTHUR J & CO

COM

$2.5M

11,493

1.3%

JHMD JOHN HANCOCK EXCHANGE TRADED

MULTI INTL ETF

$2.5M

58,389

1.3%

HON HONEYWELL INTL INC

COM

$2.4M

10,609

1.3%

LGOV FIRST TR EXCHANGE-TRADED FD

LNG DUR OPRTUN

$2.4M

109,242

1.3%

LHX L3HARRIS TECHNOLOGIES INC

COM

$2.3M

6,762

1.3%

QTEC FIRST TR EXCHANGE-TRADED FD

SHS

$2.3M

10,676

1.2%

SHEL SHELL PLC

SPON ADS

$2.3M

24,690

1.2%

FEMB FIRST TR EXCH TRADED FD III

EME MRK BD ETF

$2.3M

79,583

1.2%

COP CONOCOPHILLIPS

COM

$2.3M

17,294

1.2%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$2.2M

19,385

1.2%

FIXD FIRST TR EXCHNG TRADED FD VI

SMITH OPPORT FXD

$2.1M

47,451

1.1%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$2.0M

39,623

1.1%

PG PROCTER & GAMBLE CO

COM

$2.0M

13,520

1.0%

MCD MCDONALDS CORP

COM

$1.9M

6,196

1.0%

BILS SPDR SERIES TRUST

STATE STREET SPD

$1.9M

19,258

1.0%

CMCSA COMCAST CORP NEW

CL A

$1.9M

66,375

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

29%前 6 大占比

QQQ7.8%SPY6.5%BIL4.6%BUFR3.6%FTCB3.4%MSFT3.3%