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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 128 项
建仓 18
增持 27
减持 61
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
BILS
SPDR SER TR
+$8.0M
127,219
+174%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.8M
83,984
+130%
减持
BIL
SPDR SER TR
-$2.4M
70,581
-27%
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。
建仓
ANGL
VANECK ETF TRUST
+$2.3M
79,981
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.2M
47,110
+200%
清仓
IWP
ISHARES TR
-$1.0M
0
-100%
建仓
TLT
ISHARES TR
+$1.0M
10,164
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$996.4K
217,630
+5%
清仓
IWD
ISHARES TR
-$928.8K
0
-100%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$926.7K
8,820
-58%
清仓
IWF
ISHARES TR
-$923.8K
0
-100%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$883.0K
5,032
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$844.5K
46,168
-27%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$833.0K
16,296
-40%
清仓
GIS
GENERAL MLS INC
-$680.3K
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$665.4K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$657.5K
0
-100%
建仓
INTC
INTEL CORP
+$644.7K
12,829
建仓
FNDX
SCHWAB STRATEGIC TR
+$636.9K
10,283
建仓
QCOM
QUALCOMM INC
+$625.1K
4,322
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$583.4K
45,384
+9%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$563.7K
0
-100%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$550.1K
0
-100%
建仓
IWY
ISHARES TR
+$545.6K
3,114
增持
QQQ
INVESCO QQQ TR
+$538.6K
9,404
+2%
建仓
MTUM
ISHARES TR
+$490.6K
3,127
建仓
COST
COSTCO WHSL CORP NEW
+$471.3K
714
建仓
NFLX
NETFLIX INC
+$456.2K
937
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$443.4K
54,833
-31%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$442.3K
112,664
-20%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$438.9K
7,781
-54%
清仓
—
ADVISORSHARES TR
-$425.1K
0
-100%
清仓
FYX
FIRST TR SML CP CORE ALPHA F
-$405.4K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$399.7K
0
-100%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$396.3K
7,708
+18%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$393.1K
88,024
+4%
清仓
TBF
PROSHARES TR
-$383.2K
0
-100%
建仓
SCI
SERVICE CORP INTL
+$380.7K
5,562
增持
QUAL
ISHARES TR
+$369.7K
4,267
+118%
清仓
TBX
PROSHARES TR
-$361.1K
0
-100%
清仓
FLOT
ISHARES TR
-$355.8K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$339.7K
38,071
-16%
减持
SCHG
SCHWAB STRATEGIC TR
-$323.9K
5,999
-47%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$322.1K
21,675
-20%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$319.6K
0
-100%
减持
AMGN
AMGEN INC
-$310.9K
4,132
-26%
减持
USB
US BANCORP DEL
+$302.0K
32,114
-2%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$299.1K
37,122
-19%
清仓
VUG
VANGUARD INDEX FDS
-$292.2K
0
-100%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$286.5K
5,092
清仓
IGIB
ISHARES TR
-$283.7K
0
-100%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$282.0K
9,646
增持
IVW
ISHARES TR
+$279.3K
18,316
+14%
清仓
GOOGL
ALPHABET INC
-$273.9K
0
-100%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$270.0K
0
-100%
减持
IVV
ISHARES TR
-$269.8K
2,465
-27%
建仓
HUSV
FIRST TR EXCH TRADED FD III
+$269.5K
8,031
增持
IVE
ISHARES TR
+$269.5K
6,894
+14%
建仓
V
VISA INC
+$261.9K
1,006
清仓
DHS
WISDOMTREE TR
-$258.5K
0
-100%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$252.7K
12,256
建仓
IBND
SPDR SER TR
+$249.1K
8,322
减持
MSFT
MICROSOFT CORP
+$246.1K
8,015
-9%
减持
CVX
CHEVRON CORP NEW
-$244.9K
10,099
-3%
增持
AMZN
AMAZON COM INC
+$244.6K
3,212
+68%
建仓
PFF
ISHARES TR
+$244.6K
7,842
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$237.7K
8,248
-4%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$217.2K
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$216.8K
69,728
-8%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$210.8K
16,017
-17%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$200.8K
0
-100%
减持
BAC
BANK AMERICA CORP
+$197.4K
36,166
-3%
减持
WFC
WELLS FARGO CO NEW
+$194.9K
38,831
-8%
减持
JNK
SPDR SER TR
-$183.3K
3,877
-36%
减持
JPM
JPMORGAN CHASE & CO
+$176.4K
11,689
-6%
减持
CCI
CROWN CASTLE INC
+$175.2K
8,635
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$168.2K
4,532
+6%
减持
GOOG
ALPHABET INC
-$167.2K
2,058
-41%
减持
PNC
PNC FINL SVCS GROUP INC
+$162.8K
7,710
-8%
减持
COP
CONOCOPHILLIPS
-$158.5K
15,169
-5%
减持
AJG
GALLAGHER ARTHUR J & CO
-$155.7K
4,575
-12%
增持
IEI
ISHARES TR
+$152.9K
3,518
+54%
减持
HON
HONEYWELL INTL INC
+$149.7K
8,517
-4%
增持
MOAT
VANECK ETF TRUST
+$149.5K
10,134
+8%
增持
MBB
ISHARES TR
+$149.4K
6,265
+26%
减持
ABT
ABBOTT LABS
+$144.3K
15,394
-4%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$143.6K
2,947
+2%
增持
NVDA
NVIDIA CORPORATION
+$143.0K
908
+29%
减持
SHEL
SHELL PLC
-$140.0K
24,782
-10%
增持
FTXO
FIRST TR EXCHANGE-TRADED FD
+$139.7K
29,716
+1%
增持
AAPL
APPLE INC
+$137.7K
5,253
+3%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$113.8K
28,928
-4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$113.7K
13,527
-5%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$105.5K
158,689
-6%
减持
MCD
MCDONALDS CORP
+$104.2K
5,309
-5%
增持
META
META PLATFORMS INC
+$101.9K
874
+22%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$100.4K
40,177
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$100.1K
1,595
+9%
减持
—
DUPONT DE NEMOURS INC
-$99.9K
20,941
-9%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$85.2K
17,177
-20%
增持
RTX
RTX CORPORATION
+$80.5K
5,716
+3%
减持
EMN
EASTMAN CHEM CO
+$70.0K
7,036
-4%
减持
JNJ
JOHNSON & JOHNSON
-$66.1K
6,535
-7%
减持
PG
PROCTER AND GAMBLE CO
-$64.5K
10,408
-5%
增持
TSLA
TESLA INC
+$64.1K
1,849
+17%
减持
ADI
ANALOG DEVICES INC
+$56.6K
5,293
-7%
减持
SPY
SPDR S&P 500 ETF TR
+$49.4K
1,221
-2%
减持
PEP
PEPSICO INC
-$45.6K
5,504
-5%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$44.6K
19,108
-3%
减持
SRE
SEMPRA
+$44.5K
6,853
-0%
减持
UPS
UNITED PARCEL SERVICE INC
+$43.4K
37,291
-0%
减持
GILD
GILEAD SCIENCES INC
+$41.3K
20,442
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$40.3K
663
-16%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$39.4K
26,072
-7%
减持
DEO
DIAGEO PLC
-$37.2K
5,858
-2%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$37.2K
34,153
-13%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$34.9K
17,032
-1%
减持
NVO
NOVO-NORDISK A S
+$34.4K
18,624
-10%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$33.2K
2,846
+6%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
-$24.8K
11,224
-5%
减持
FID
FIRST TR EXCHANGE-TRADED FD
+$19.2K
14,114
-0%
减持
—
ACCENTURE PLC IRELAND
+$18.4K
3,182
-11%
增持
XLE
SELECT SECTOR SPDR TR
+$14.6K
2,594
+16%
减持
HD
HOME DEPOT INC
+$9.6K
4,893
-12%
增持
FTXN
FIRST TR EXCHANGE-TRADED FD
-$3.5K
21,197
+6%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$3.3K
29,878
-5%
减持
FSMB
FIRST TR EXCH TRADED FD III
+$2.8K
13,111
-2%
减持
EVRG
EVERGY INC
+$2.6K
8,782
-2%
