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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 127 项
建仓 22
增持 57
减持 32
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$4.7M
5,408
-94%
增持
BILS
SPDR SER TR
+$3.3M
159,942
+26%
增持
QQQ
INVESCO QQQ TR
+$2.2M
13,938
+48%
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。
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.4M
58,617
-48%
增持
BIL
SPDR SER TR
+$1.4M
85,320
+21%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
3,717
+204%
建仓
IWF
ISHARES TR
+$1.1M
3,424
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$1.1M
0
-100%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.1M
25,728
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.0M
12,212
+58%
清仓
TLT
ISHARES TR
-$1.0M
0
-100%
清仓
CCI
CROWN CASTLE INC
-$994.7K
0
-100%
建仓
EQIX
EQUINIX INC
+$965.9K
1,083
建仓
IWP
ISHARES TR
+$909.4K
8,194
建仓
AVGO
BROADCOM INC
+$891.0K
691
增持
NVDA
NVIDIA CORPORATION
+$834.1K
1,653
+82%
清仓
FTXO
FIRST TR EXCHANGE-TRADED FD
-$750.6K
0
-100%
建仓
IWD
ISHARES TR
+$724.3K
4,242
增持
META
META PLATFORMS INC
+$688.7K
2,062
+136%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$672.2K
208,136
-4%
清仓
INTC
INTEL CORP
-$644.7K
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$636.9K
0
-100%
减持
IVV
ISHARES TR
-$626.5K
1,083
-56%
清仓
QCOM
QUALCOMM INC
-$625.1K
0
-100%
增持
IVW
ISHARES TR
+$594.9K
23,977
+31%
清仓
IWY
ISHARES TR
-$545.6K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$510.8K
4,305
+35%
清仓
SCHG
SCHWAB STRATEGIC TR
-$497.7K
0
-100%
清仓
MTUM
ISHARES TR
-$490.6K
0
-100%
清仓
NFLX
NETFLIX INC
-$456.2K
0
-100%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$456.1K
13,197
+50%
建仓
MAGS
LISTED FD TR
+$426.8K
11,317
建仓
XLSR
SSGA ACTIVE TR
+$415.5K
8,600
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$386.6K
3,673
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$368.6K
6,322
建仓
MGC
VANGUARD WORLD FD
+$363.3K
2,001
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$344.1K
17,801
+9%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$338.6K
37,197
-21%
建仓
SPDW
SPDR INDEX SHS FDS
+$324.5K
9,395
建仓
FYX
FIRST TR SML CP CORE ALPHA F
+$312.2K
3,464
建仓
LLY
ELI LILLY & CO
+$310.6K
410
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$291.6K
18,213
+14%
增持
CVX
CHEVRON CORP NEW
+$291.4K
11,801
+17%
增持
DEO
DIAGEO PLC
+$274.4K
7,362
+26%
建仓
SPEM
SPDR INDEX SHS FDS
+$273.8K
7,753
增持
ANGL
VANECK ETF TRUST
+$269.9K
89,670
+12%
清仓
V
VISA INC
-$261.9K
0
-100%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$255.3K
23,587
-31%
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$252.7K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$249.3K
2,067
清仓
IBND
SPDR SER TR
-$249.1K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$244.8K
11,996
+54%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$236.5K
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$232.8K
74,981
+8%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$227.0K
4,412
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$226.2K
8,099
建仓
USIG
ISHARES TR
+$218.2K
4,338
清仓
XLE
SELECT SECTOR SPDR TR
-$217.5K
0
-100%
减持
TSLA
TESLA INC
-$217.0K
1,200
-35%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$215.6K
48,513
+5%
建仓
EL
LAUDER ESTEE COS INC
+$214.9K
1,458
增持
PG
PROCTER AND GAMBLE CO
+$214.1K
10,867
+4%
增持
MBB
ISHARES TR
+$211.0K
8,725
+39%
建仓
UST
PROSHARES TR
+$209.6K
4,865
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$209.2K
4,042
减持
USB
US BANCORP DEL
-$206.2K
28,717
-11%
减持
MSFT
MICROSOFT CORP
+$194.4K
7,869
-2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$193.2K
40,631
+1%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$190.9K
45,171
-18%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$180.8K
23,858
+10%
减持
XLK
SELECT SECTOR SPDR TR
-$180.0K
3,382
-25%
减持
PNC
PNC FINL SVCS GROUP INC
-$170.3K
7,026
-9%
减持
AMGN
AMGEN INC
-$169.3K
3,679
-11%
减持
MOAT
VANECK ETF TRUST
-$166.0K
8,042
-21%
增持
AAPL
APPLE INC
+$165.3K
6,486
+23%
增持
GILD
GILEAD SCIENCES INC
-$157.7K
20,609
+1%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$148.5K
3,908
-22%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$136.5K
40,513
+9%
增持
AMZN
AMAZON COM INC
+$119.2K
3,507
+9%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$114.5K
44,828
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$114.1K
38,906
+4%
增持
FTXN
FIRST TR EXCHANGE-TRADED FD
+$108.2K
24,507
+16%
增持
PEP
PEPSICO INC
+$103.5K
6,216
+13%
增持
JNJ
JOHNSON & JOHNSON
+$97.0K
6,941
+6%
增持
JNK
SPDR SER TR
+$93.1K
4,872
+26%
减持
ABT
ABBOTT LABS
+$91.5K
14,876
-3%
增持
RTX
RTX CORPORATION
+$90.6K
6,356
+11%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$86.9K
165,099
+4%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$75.9K
12,121
+8%
增持
COST
COSTCO WHSL CORP NEW
+$64.2K
716
+0%
减持
WFC
WELLS FARGO CO NEW
+$64.0K
36,098
-7%
增持
—
DUPONT DE NEMOURS INC
-$62.7K
22,236
+6%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$53.6K
26,508
+2%
增持
EVRG
EVERGY INC
+$44.7K
10,104
+15%
增持
GOOG
ALPHABET INC
+$44.1K
2,431
+18%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$43.0K
30,725
+3%
减持
HD
HOME DEPOT INC
-$41.7K
4,380
-10%
减持
NVO
NOVO-NORDISK A S
+$41.6K
16,194
-13%
增持
IEI
ISHARES TR
+$37.2K
3,891
+11%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$34.8K
8,312
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
+$34.8K
4,333
-5%
增持
COP
CONOCOPHILLIPS
+$34.8K
16,025
+6%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$33.9K
18,048
+6%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$30.7K
2,470
-13%
减持
BAC
BANK AMERICA CORP
-$28.1K
34,673
-4%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$27.4K
18,585
+8%
增持
CMCSA
COMCAST CORP NEW
-$26.7K
38,973
+2%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$25.1K
14,539
+7%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$23.3K
14,321
+9%
增持
SRE
SEMPRA
+$21.6K
7,552
+10%
减持
PFF
ISHARES TR
-$19.7K
7,023
-10%
增持
UNH
UNITEDHEALTH GROUP INC
+$18.8K
1,723
+8%
减持
IVE
ISHARES TR
+$17.9K
6,786
-2%
减持
FTLS
FIRST TR EXCH TRADED FD III
+$15.4K
5,025
-1%
减持
HUSV
FIRST TR EXCH TRADED FD III
-$13.8K
7,299
-9%
减持
SCI
SERVICE CORP INTL
+$13.2K
5,438
-2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$12.2K
28,638
-1%
增持
HON
HONEYWELL INTL INC
-$11.3K
8,983
+5%
增持
MCD
MCDONALDS CORP
+$8.0K
5,360
+1%
增持
SHEL
SHELL PLC
+$4.2K
26,124
+5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$4.1K
87,201
-1%
减持
QUAL
ISHARES TR
+$4.1K
3,956
-7%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$2.3K
19,197
+0%
增持
ADI
ANALOG DEVICES INC
-$2.0K
5,587
+6%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$1.9K
14,674
+4%
减持
JPM
JPMORGAN CHASE & CO
+$1.2K
10,790
-8%
增持
EMN
EASTMAN CHEM CO
+$100
7,308
+4%
