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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 142 项
建仓 40
增持 84
减持 3
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$10.3M
443,491
+115%
增持
UPS
UNITED PARCEL SERVICE INC
+$6.0M
72,926
+105%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$5.8M
214,846
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。
+85%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$5.0M
146,022
+249%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$5.0M
131,526
+130%
建仓
HYLB
DBX ETF TR
+$4.9M
143,908
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$4.7M
184,896
+179%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$4.3M
89,165
+179%
增持
QQQ
INVESCO QQQ TR
+$4.3M
14,436
+364%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$4.2M
336,588
+210%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$3.2M
84,564
+164%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$3.2M
55,451
+113%
增持
MSFT
MICROSOFT CORP
+$2.9M
14,622
+107%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$2.7M
41,914
+142%
建仓
BILS
SPDR SER TR
+$2.6M
26,420
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.5M
143,412
+221%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$2.5M
39,978
建仓
USHY
ISHARES TR
+$2.5M
70,270
建仓
IWP
ISHARES TR
+$2.4M
24,672
建仓
MOAT
VANECK ETF TRUST
+$2.2M
27,898
建仓
IWF
ISHARES TR
+$2.1M
7,806
增持
WFC
WELLS FARGO CO NEW
+$2.0M
79,162
+115%
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
23,434
+111%
增持
CMCSA
COMCAST CORP NEW
+$1.9M
78,912
+115%
增持
HON
HONEYWELL INTL INC
+$1.9M
15,954
+118%
减持
BIL
SPDR SER TR
-$1.9M
66,208
-24%
增持
HD
HOME DEPOT INC
+$1.9M
10,544
+117%
增持
ABT
ABBOTT LABS
+$1.8M
29,538
+115%
增持
COP
CONOCOPHILLIPS
+$1.7M
30,276
+116%
增持
SHEL
SHELL PLC
+$1.7M
51,368
+117%
增持
MCD
MCDONALDS CORP
+$1.7M
10,208
+118%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.7M
15,538
+124%
增持
NVO
NOVO-NORDISK A S
+$1.7M
19,536
+118%
增持
—
DUPONT DE NEMOURS INC
+$1.7M
42,426
+122%
增持
PG
PROCTER AND GAMBLE CO
+$1.7M
20,144
+120%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.6M
61,882
+116%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$1.6M
90,168
+427%
增持
CVX
CHEVRON CORP NEW
+$1.6M
19,018
+123%
增持
GILD
GILEAD SCIENCES INC
+$1.6M
38,958
+126%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$1.5M
99,816
+122%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$1.4M
58,775
+106%
建仓
SPHB
INVESCO EXCH TRADED FD TR II
+$1.4M
18,414
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.3M
26,378
+121%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$1.3M
3,726
-82%
建仓
FJP
FIRST TR EXCH TRD ALPHDX FD
+$1.2M
25,948
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.2M
9,796
+113%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.2M
13,450
+105%
建仓
IEI
ISHARES TR
+$1.2M
10,610
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
13,014
+115%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$1.2M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
6,700
+116%
增持
IVW
ISHARES TR
+$1.1M
25,000
+159%
增持
IVV
ISHARES TR
+$1.1M
4,230
+131%
建仓
XLK
SELECT SECTOR SPDR TR
+$1.1M
6,430
增持
BAC
BANK AMERICA CORP
+$1.1M
69,210
+118%
增持
USB
US BANCORP DEL
+$1.1M
61,820
+131%
增持
PEP
PEPSICO INC
+$1.1M
10,554
+119%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.1M
15,504
+124%
增持
QUAL
ISHARES TR
+$1.1M
14,917
+97%
增持
ADI
ANALOG DEVICES INC
+$1.1M
10,408
+122%
清仓
IWD
ISHARES TR
-$977.9K
0
-100%
增持
AMGN
AMGEN INC
+$974.9K
8,524
+126%
增持
DEO
DIAGEO PLC
+$969.2K
10,720
+122%
清仓
JNK
SPDR SER TR
-$958.0K
0
-100%
清仓
IWS
ISHARES TR
-$955.1K
0
-100%
增持
IVE
ISHARES TR
+$907.2K
9,646
+128%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$883.5K
30,304
+287%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$878.3K
58,587
+42%
增持
CCI
CROWN CASTLE INC
+$868.6K
15,488
+129%
增持
AAPL
APPLE INC
+$852.7K
7,870
+96%
增持
MBB
ISHARES TR
+$839.3K
11,616
+354%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$827.2K
0
-100%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$771.6K
71,078
+92%
增持
FTXO
FIRST TR EXCHANGE-TRADED FD
+$731.0K
59,484
+136%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$710.4K
41,076
+109%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$708.7K
66,896
+108%
增持
VV
VANGUARD INDEX FDS
+$696.1K
6,908
+85%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$647.2K
63,246
+189%
增持
FTXN
FIRST TR EXCHANGE-TRADED FD
+$635.1K
41,992
+143%
增持
MGK
VANGUARD WORLD FD
+$632.9K
5,428
+74%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$631.8K
0
-100%
清仓
FLOT
ISHARES TR
-$626.8K
0
-100%
建仓
IGIB
ISHARES TR
+$621.0K
12,332
清仓
TBX
PROSHARES TR
-$609.3K
0
-100%
增持
EMN
EASTMAN CHEM CO
+$606.1K
13,238
+123%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$594.1K
3,516
+74%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$581.4K
45,220
+77%
增持
UNH
UNITEDHEALTH GROUP INC
+$559.2K
2,248
+106%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$547.2K
51,552
+100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$525.5K
9,756
+122%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$503.8K
29,592
+109%
增持
EVRG
EVERGY INC
+$490.3K
16,224
+121%
增持
SRE
SEMPRA
+$487.3K
6,326
+120%
建仓
TLT
ISHARES TR
+$481.4K
4,736
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$478.0K
24,192
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$473.0K
0
-100%
增持
—
ADVISORSHARES TR
+$456.4K
38,240
+92%
建仓
NVDA
NVIDIA CORPORATION
+$437.5K
1,064
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$399.6K
7,632
建仓
DOCT
FIRST TR EXCHNG TRADED FD VI
+$396.0K
11,418
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$395.3K
12,550
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$392.3K
2,440
清仓
FYX
FIRST TR SML CP CORE ALPHA F
-$352.9K
0
-100%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$348.1K
6,884
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$343.4K
17,192
+100%
增持
SPY
SPDR S&P 500 ETF TR
+$342.4K
1,398
+108%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$342.0K
11,328
+127%
增持
VUG
VANGUARD INDEX FDS
+$335.6K
2,146
+100%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$320.6K
13,314
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$320.1K
11,940
增持
SCHG
SCHWAB STRATEGIC TR
+$313.1K
7,488
+100%
清仓
AGG
ISHARES TR
-$309.3K
0
-100%
增持
HUSV
FIRST TR EXCH TRADED FD III
+$302.2K
16,050
+134%
建仓
FXR
FIRST TR EXCHANGE TRADED FD
+$300.3K
5,028
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$298.2K
4,674
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$298.2K
5,466
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$297.5K
7,900
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$293.7K
2,588
建仓
FXG
FIRST TR EXCHANGE TRADED FD
+$292.9K
4,728
增持
—
HESS CORP
+$288.4K
4,232
+102%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$285.0K
8,098
清仓
NXTG
FIRST TR EXCHANGE TRADED FD
-$269.3K
0
-100%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$265.8K
4,244
建仓
CHE
CHEMED CORP NEW
+$264.8K
494
增持
DHS
WISDOMTREE TR
+$254.8K
6,622
+100%
建仓
IAU
ISHARES GOLD TR
+$248.0K
6,870
增持
VEA
VANGUARD TAX-MANAGED FDS
+$241.3K
10,162
+105%
清仓
DBMF
LITMAN GREGORY FDS TR
-$241.1K
0
-100%
增持
HSY
HERSHEY CO
+$240.2K
1,968
+100%
清仓
SPYD
SPDR SER TR
-$237.7K
0
-100%
建仓
META
META PLATFORMS INC
+$234.6K
830
建仓
AEE
AMEREN CORP
+$232.3K
2,868
清仓
XLV
SELECT SECTOR SPDR TR
-$231.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$217.9K
508
建仓
VTI
VANGUARD INDEX FDS
+$214.1K
982
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$212.5K
27,810
+106%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$209.4K
432
建仓
URI
UNITED RENTALS INC
+$203.9K
468
建仓
GOOGL
ALPHABET INC
+$201.8K
1,688
建仓
FDD
FIRST TR STOXX EUROPEAN SELE
+$199.6K
17,818
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$43.9K
3,658
-18%
增持
XLE
SELECT SECTOR SPDR TR
+$27.1K
4,488
+10%
