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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
$186.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 110 项
建仓 21
增持 64
减持 10
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.8M
116,157
+68%
清仓
LQD
ISHARES TR
-$1.0M
0
-100%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$1.0M
108,518
+101%
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。
清仓
ZROZ
PIMCO ETF TR
-$995.0K
0
-100%
建仓
IWD
ISHARES TR
+$977.9K
6,502
增持
UPS
UNITED PARCEL SERVICE INC
+$969.9K
35,546
+6%
建仓
IWS
ISHARES TR
+$955.1K
9,137
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$915.8K
206,011
-11%
清仓
IBND
SPDR SER TR
-$905.0K
0
-100%
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$885.1K
0
-100%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$846.4K
57,117
+30%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$815.8K
32,004
+71%
增持
MSFT
MICROSOFT CORP
+$769.9K
7,064
+37%
减持
PG
PROCTER AND GAMBLE CO
-$756.5K
9,168
-34%
清仓
MGV
VANGUARD WORLD FD
-$724.3K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$715.0K
0
-100%
增持
QUAL
ISHARES TR
+$704.9K
7,566
+292%
建仓
VV
VANGUARD INDEX FDS
+$687.8K
3,732
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$651.9K
21,884
-62%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$631.8K
13,497
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$631.0K
25,545
建仓
FLOT
ISHARES TR
+$626.8K
12,436
建仓
MGK
VANGUARD WORLD FD
+$625.2K
3,113
清仓
MTUM
ISHARES TR
-$623.3K
0
-100%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$621.7K
0
-100%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$618.6K
2,022
增持
COP
CONOCOPHILLIPS
+$617.3K
14,005
+114%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$615.9K
6,565
+146%
清仓
RFV
INVESCO EXCHANGE TRADED FD T
-$612.6K
0
-100%
建仓
TBX
PROSHARES TR
+$609.3K
21,736
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$600.0K
25,990
+33%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$532.6K
6,931
+77%
增持
WFC
WELLS FARGO CO NEW
+$527.4K
36,862
+78%
增持
QQQ
INVESCO QQQ TR
+$519.7K
3,110
+79%
增持
MCD
MCDONALDS CORP
+$505.1K
4,691
+55%
增持
SHEL
SHELL PLC
+$497.7K
23,719
+56%
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$485.7K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$479.4K
8,537
+69%
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$462.1K
17,262
增持
GILD
GILEAD SCIENCES INC
+$451.7K
17,227
+55%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$433.5K
17,327
+34%
增持
—
DUPONT DE NEMOURS INC
+$432.4K
19,069
+43%
增持
HON
HONEYWELL INTL INC
+$432.1K
7,317
+65%
增持
ABT
ABBOTT LABS
+$429.8K
13,726
+62%
建仓
SRE
SEMPRA
+$429.2K
2,870
增持
CMCSA
COMCAST CORP NEW
+$428.1K
36,666
+37%
减持
FTXO
FIRST TR EXCHANGE-TRADED FD
-$419.1K
25,214
-31%
增持
JPM
JPMORGAN CHASE & CO
+$415.8K
11,104
+46%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$402.7K
0
-100%
减持
JNK
SPDR SER TR
-$397.4K
10,443
-31%
增持
BIL
SPDR SER TR
+$393.7K
86,821
+5%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$387.1K
17,115
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$373.6K
4,443
增持
BAC
BANK AMERICA CORP
+$361.3K
31,731
+94%
增持
NVO
NOVO-NORDISK A S
+$352.8K
8,951
+14%
增持
—
ACCENTURE PLC IRELAND
+$345.8K
3,103
+56%
增持
CCI
CROWN CASTLE INC
+$330.9K
6,778
+62%
增持
AMGN
AMGEN INC
+$330.9K
3,774
+71%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$329.2K
66,356
+15%
清仓
TSN
TYSON FOODS INC
-$328.5K
0
-100%
增持
AJG
GALLAGHER ARTHUR J & CO
+$327.8K
4,590
+59%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$321.1K
11,913
+26%
增持
PNC
PNC FINL SVCS GROUP INC
+$318.3K
6,923
+95%
增持
PEP
PEPSICO INC
+$311.0K
4,822
+55%
建仓
AGG
ISHARES TR
+$309.3K
3,119
增持
ADI
ANALOG DEVICES INC
+$305.6K
4,697
+27%
增持
DEO
DIAGEO PLC
+$303.5K
4,831
+51%
增持
USB
US BANCORP DEL
+$295.2K
26,752
+78%
增持
JNJ
JOHNSON & JOHNSON
+$291.2K
6,053
+67%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$289.6K
13,498
+31%
清仓
—
PARAMOUNT GLOBAL
-$284.3K
0
-100%
建仓
—
HESS CORP
+$278.1K
2,099
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$270.1K
36,956
+52%
建仓
NXTG
FIRST TR EXCHANGE TRADED FD
+$269.3K
3,904
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$252.7K
4,993
建仓
HSY
HERSHEY CO
+$249.2K
984
增持
AAPL
APPLE INC
+$243.7K
4,011
+28%
建仓
SPYD
SPDR SER TR
+$237.7K
6,354
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$237.0K
28,687
+22%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$233.0K
41,832
-11%
建仓
XLV
SELECT SECTOR SPDR TR
+$231.0K
1,802
清仓
FMB
FIRST TR EXCH TRADED FD III
-$228.7K
0
-100%
建仓
HUSV
FIRST TR EXCH TRADED FD III
+$219.9K
6,868
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$219.6K
31,923
+15%
增持
IVV
ISHARES TR
+$205.6K
1,832
+31%
清仓
FUMB
FIRST TR EXCH TRADED FD III
-$204.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$202.2K
1,089
+86%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$189.8K
44,713
+17%
增持
HD
HOME DEPOT INC
+$165.0K
4,852
+26%
增持
IVW
ISHARES TR
+$156.0K
9,635
+25%
减持
MBB
ISHARES TR
-$154.3K
2,559
-40%
增持
EVRG
EVERGY INC
+$154.1K
7,337
+60%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$150.4K
20,294
+11%
增持
EMN
EASTMAN CHEM CO
+$148.1K
5,933
+41%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$145.5K
8,710
+45%
增持
IVE
ISHARES TR
+$144.3K
4,222
+26%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$143.5K
4,402
+56%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$121.5K
41,221
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$117.1K
4,069
+63%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$103.2K
7,840
+49%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$84.5K
28,528
+8%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$76.1K
15,516
+4%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$68.2K
44,897
+6%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$59.4K
14,157
-7%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$55.7K
19,676
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$39.6K
673
+11%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$26.0K
32,186
+3%
减持
FID
FIRST TR EXCHANGE-TRADED FD
-$15.1K
13,515
-9%
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$12.6K
4,465
+3%
减持
—
ADVISORSHARES TR
+$146
19,912
-1%
