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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 146 项
建仓 19
增持 8
减持 85
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$10.8M
207,133
-53%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$10.6M
36,442
-83%
减持
UPS
UNITED PARCEL SERVICE INC
-$7.0M
37,338
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。
-49%
清仓
HYLB
DBX ETF TR
-$4.9M
0
-100%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$4.6M
63,524
-52%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$4.2M
84,972
-54%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$3.5M
42,311
-53%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.4M
75,910
-48%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$3.1M
169,343
-50%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$2.9M
27,061
-51%
增持
BIL
SPDR SER TR
+$2.8M
96,300
+45%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$2.6M
19,240
-54%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$2.6M
41,456
-51%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$2.5M
0
-100%
清仓
USHY
ISHARES TR
-$2.5M
0
-100%
减持
MSFT
MICROSOFT CORP
-$2.1M
8,766
-40%
增持
BILS
SPDR SER TR
+$2.0M
46,445
+76%
减持
QQQ
INVESCO QQQ TR
-$2.0M
9,246
-36%
减持
QUAL
ISHARES TR
-$1.7M
1,959
-87%
减持
HON
HONEYWELL INTL INC
-$1.7M
8,858
-44%
减持
WFC
WELLS FARGO CO NEW
-$1.6M
42,007
-47%
减持
ABT
ABBOTT LABS
-$1.6M
16,005
-46%
减持
HD
HOME DEPOT INC
-$1.6M
5,580
-47%
减持
JPM
JPMORGAN CHASE & CO
-$1.6M
12,494
-47%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$1.5M
28,034
-52%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.5M
8,612
-45%
减持
MCD
MCDONALDS CORP
-$1.5M
5,580
-45%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.5M
30,052
-51%
减持
MOAT
VANECK ETF TRUST
-$1.5M
9,369
-66%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$1.5M
45,796
-54%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$1.5M
26,981
-54%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
10,899
-46%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$1.4M
21,232
+470%
清仓
SPHB
INVESCO EXCH TRADED FD TR II
-$1.4M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$1.3M
21,547
-45%
减持
IWP
ISHARES TR
-$1.3M
11,224
-55%
减持
SHEL
SHELL PLC
-$1.3M
27,503
-46%
减持
—
DUPONT DE NEMOURS INC
-$1.3M
22,937
-46%
减持
CMCSA
COMCAST CORP NEW
-$1.3M
45,311
-43%
清仓
MGK
VANGUARD WORLD FD
-$1.3M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$1.2M
10,386
-45%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$1.2M
0
-100%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$1.2M
0
-100%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$1.2M
39,101
-57%
减持
COP
CONOCOPHILLIPS
-$1.2M
16,020
-47%
减持
IWF
ISHARES TR
-$1.2M
3,473
-56%
增持
NVO
NOVO-NORDISK A S
-$1.2M
20,808
+7%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.2M
14,173
-46%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.1M
6,526
-51%
减持
JNJ
JOHNSON & JOHNSON
-$1.0M
7,001
-46%
减持
ADI
ANALOG DEVICES INC
-$977.8K
5,679
-45%
减持
BAC
BANK AMERICA CORP
-$973.0K
37,263
-46%
减持
—
ACCENTURE PLC IRELAND
-$967.6K
3,576
-47%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$967.0K
2,887
减持
IEI
ISHARES TR
-$963.5K
2,290
-78%
减持
PEP
PEPSICO INC
-$960.3K
5,786
-45%
减持
DEO
DIAGEO PLC
-$953.4K
5,969
-44%
减持
CCI
CROWN CASTLE INC
-$947.3K
8,905
-43%
减持
USB
US BANCORP DEL
-$938.6K
32,907
-47%
建仓
IWD
ISHARES TR
+$928.8K
6,118
减持
AJG
GALLAGHER ARTHUR J & CO
-$918.4K
5,197
-47%
减持
PNC
PNC FINL SVCS GROUP INC
-$917.4K
8,399
-46%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$875.7K
16,883
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$744.7K
19,672
-52%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$736.2K
31,525
-53%
减持
VV
VANGUARD INDEX FDS
-$726.4K
3,359
-51%
建仓
GIS
GENERAL MLS INC
+$680.3K
10,631
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$665.4K
8,264
减持
FTXO
FIRST TR EXCHANGE-TRADED FD
-$651.4K
29,554
-50%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
-$646.1K
11,869
-54%
减持
IVW
ISHARES TR
-$642.8K
16,022
-36%
清仓
FOCT
FIRST TR EXCHNG TRADED FD VI
-$641.3K
0
-100%
减持
MBB
ISHARES TR
-$641.0K
4,955
-57%
减持
AAPL
APPLE INC
-$629.5K
5,103
-35%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$610.3K
21,348
-66%
减持
IVE
ISHARES TR
-$610.1K
6,041
-37%
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$594.7K
0
-100%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$563.7K
18,695
减持
RTX
RTX CORPORATION
-$553.7K
5,564
-43%
建仓
JNK
SPDR SER TR
+$550.5K
6,090
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$550.1K
28,665
减持
EMN
EASTMAN CHEM CO
-$535.6K
7,325
-45%
减持
BUFG
FIRST TR EXCHNG TRADED FD VI
-$525.6K
25,776
-50%
清仓
HUSV
FIRST TR EXCH TRADED FD III
-$522.1K
0
-100%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$519.1K
17,158
-43%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
-$494.0K
20,083
-52%
清仓
HSY
HERSHEY CO
-$489.4K
0
-100%
减持
—
ADVISORSHARES TR
-$486.5K
19,120
-50%
清仓
TLT
ISHARES TR
-$481.4K
0
-100%
减持
EVRG
EVERGY INC
-$478.1K
8,990
-45%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$476.5K
15,696
-47%
建仓
GOOG
ALPHABET INC
+$457.3K
3,468
增持
SRE
SEMPRA
-$448.9K
6,874
+9%
减持
IVV
ISHARES TR
-$421.9K
3,370
-20%
建仓
FYX
FIRST TR SML CP CORE ALPHA F
+$405.4K
5,026
建仓
DRI
DARDEN RESTAURANTS INC
+$399.7K
2,791
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$399.6K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$398.0K
4,295
-33%
清仓
DOCT
FIRST TR EXCHNG TRADED FD VI
-$396.0K
0
-100%
建仓
TSLA
TESLA INC
+$395.3K
1,580
清仓
FXU
FIRST TR EXCHANGE TRADED FD
-$395.3K
0
-100%
减持
AMGN
AMGEN INC
-$384.1K
5,585
-34%
建仓
TBF
PROSHARES TR
+$383.2K
15,237
建仓
TBX
PROSHARES TR
+$361.1K
11,828
建仓
FLOT
ISHARES TR
+$355.8K
6,992
清仓
FMB
FIRST TR EXCH TRADED FD III
-$348.1K
0
-100%
减持
IGIB
ISHARES TR
-$337.4K
5,831
-53%
减持
UNH
UNITEDHEALTH GROUP INC
-$331.4K
1,467
-35%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$320.6K
0
-100%
清仓
EMLP
FIRST TR EXCHANGE-TRADED FD
-$320.1K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$319.6K
5,506
减持
VUG
VANGUARD INDEX FDS
-$306.3K
1,073
-50%
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$300.3K
0
-100%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$298.2K
0
-100%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$298.2K
0
-100%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$297.5K
0
-100%
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$293.7K
0
-100%
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$292.9K
0
-100%
清仓
DFEB
FIRST TR EXCHNG TRADED FD VI
-$285.0K
0
-100%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$276.7K
790
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$270.0K
6,889
增持
SCHG
SCHWAB STRATEGIC TR
+$268.5K
11,297
+51%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$265.8K
0
-100%
减持
DHS
WISDOMTREE TR
-$265.7K
3,311
-50%
清仓
CHE
CHEMED CORP NEW
-$264.8K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$248.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$247.5K
4,968
-51%
减持
—
HESS CORP
-$245.3K
2,099
-50%
建仓
AMZN
AMAZON COM INC
+$243.4K
1,915
清仓
AEE
AMEREN CORP
-$232.3K
0
-100%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$219.3K
13,349
-45%
清仓
NFLX
NETFLIX INC
-$217.9K
0
-100%
减持
FID
FIRST TR EXCHANGE-TRADED FD
-$215.7K
14,184
-49%
清仓
VTI
VANGUARD INDEX FDS
-$214.1K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$209.4K
0
-100%
清仓
URI
UNITED RENTALS INC
-$203.9K
0
-100%
清仓
FDD
FIRST TR STOXX EUROPEAN SELE
-$199.6K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$191.6K
1,292
-47%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$167.7K
79,440
+12%
减持
XLE
SELECT SECTOR SPDR TR
-$159.3K
2,244
-50%
减持
NVDA
NVIDIA CORPORATION
-$130.8K
705
-34%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$120.8K
140,293
-2%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$83.9K
2,694
-26%
减持
SPY
SPDR S&P 500 ETF TR
-$83.6K
1,242
-11%
增持
GOOGL
ALPHABET INC
+$72.1K
2,093
+24%
减持
META
META PLATFORMS INC
-$27.1K
717
-14%
