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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 40
增持 56
减持 38
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
BILS
SPDR SER TR
-$5.6M
104,013
-35%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$5.0M
92,635
-55%
增持
SPY
SPDR S&P 500 ETF TR
+$4.9M
12,507
+236%
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。
增持
QQQ
INVESCO QQQ TR
+$4.5M
22,006
+58%
增持
BIL
SPDR SER TR
+$2.8M
115,811
+36%
清仓
ANGL
VANECK ETF TRUST
-$2.6M
0
-100%
增持
GOOG
ALPHABET INC
+$2.3M
14,267
+487%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.8M
39,472
+877%
建仓
FTGS
FIRST TR EXCHANGE TRADED FD
+$1.6M
51,831
增持
NVDA
NVIDIA CORPORATION
+$1.4M
21,386
+1194%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.3M
47,918
-36%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA
-$1.3M
0
-100%
建仓
—
ASTRAZENECA PLC
+$1.2M
15,890
建仓
FALN
ISHARES TR
+$1.2M
45,995
建仓
QCOM
QUALCOMM INC
+$1.2M
6,039
增持
AMZN
AMAZON COM INC
+$1.2M
9,206
+163%
清仓
IWF
ISHARES TR
-$1.1M
0
-100%
建仓
GOOGL
ALPHABET INC
+$1.0M
5,711
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$1.0M
111,821
-32%
增持
AAPL
APPLE INC
+$990.4K
10,289
+59%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$970.2K
10,060
-73%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$965.3K
89,159
+52%
增持
MSFT
MICROSOFT CORP
+$958.1K
9,322
+18%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$953.1K
20,850
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$895.0K
43,806
清仓
MBB
ISHARES TR
-$800.4K
0
-100%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$756.4K
33,242
+310%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$729.5K
14,863
-63%
增持
SPDW
SPDR INDEX SHS FDS
+$708.4K
29,445
+213%
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$708.0K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$686.6K
70,864
-19%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$681.6K
0
-100%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$663.0K
70,595
+56%
建仓
ET
ENERGY TRANSFER L P
+$648.8K
40,000
减持
DEO
DIAGEO PLC
-$633.8K
3,917
-47%
清仓
QUAL
ISHARES TR
-$632.0K
0
-100%
建仓
IWY
ISHARES TR
+$627.5K
2,925
建仓
TLH
ISHARES TR
+$616.2K
6,000
建仓
XLE
SELECT SECTOR SPDR TR
+$616.0K
6,758
建仓
CRM
SALESFORCE INC
+$575.6K
2,239
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$574.9K
33,722
-17%
建仓
IWS
ISHARES TR
+$571.2K
4,731
增持
TSLA
TESLA INC
+$559.2K
4,051
+238%
清仓
COST
COSTCO WHSL CORP NEW
-$535.5K
0
-100%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$529.8K
48,993
+108%
增持
XLSR
SSGA ACTIVE TR
+$526.3K
18,506
+115%
建仓
FISR
SSGA ACTIVE TR
+$525.6K
20,670
增持
GILD
GILEAD SCIENCES INC
+$516.3K
29,361
+42%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$485.7K
9,608
-21%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$468.3K
41,003
-15%
建仓
VICI
VICI PPTYS INC
+$456.9K
15,953
建仓
—
EXXON MOBIL CORP
+$454.1K
3,945
建仓
MAIN
MAIN STR CAP CORP
+$444.3K
8,800
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$427.5K
1,051
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$427.3K
13,892
-22%
增持
SPEM
SPDR INDEX SHS FDS
+$423.7K
18,515
+139%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$421.7K
14,624
-20%
建仓
HYEM
VANECK ETF TRUST
+$410.8K
21,465
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$400.7K
16,018
-33%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$397.9K
14,500
建仓
CCI
CROWN CASTLE INC
+$393.9K
4,032
减持
AVGO
BROADCOM INC
-$391.7K
311
-55%
增持
HON
HONEYWELL INTL INC
+$389.8K
10,136
+13%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$381.8K
10,922
+117%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$377.6K
34,967
-22%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$368.6K
0
-100%
清仓
MGC
VANGUARD WORLD FD
-$363.3K
0
-100%
建仓
DLR
DIGITAL RLTY TR INC
+$336.3K
2,212
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$333.7K
3,815
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$330.9K
10,026
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$330.7K
19,833
-25%
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$314.8K
22,000
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$314.1K
0
-100%
清仓
FYX
FIRST TR SML CP CORE ALPHA F
-$312.2K
0
-100%
建仓
SPSM
SPDR SER TR
+$309.6K
7,454
建仓
FBCG
FIDELITY COVINGTON TRUST
+$307.4K
7,243
增持
JPM
JPMORGAN CHASE & CO.
+$304.7K
11,342
+5%
增持
—
DUPONT DE NEMOURS INC
+$302.0K
22,987
+3%
建仓
V
VISA INC
+$301.6K
1,149
减持
NVO
NOVO-NORDISK A S
+$295.5K
15,859
-2%
建仓
MBSF
VALUED ADVISERS TR
+$285.0K
11,250
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$284.2K
16,163
+11%
减持
IVW
ISHARES TR
-$264.0K
18,440
-23%
增持
ADI
ANALOG DEVICES INC
+$261.2K
5,740
+3%
建仓
BGT
BLACKROCK FLOATING RATE INC
+$255.2K
20,000
减持
AMGN
AMGEN INC
-$250.5K
2,465
-33%
建仓
SYK
STRYKER CORPORATION
+$249.7K
734
建仓
FEMB
FIRST TR EXCH TRADED FD III
+$249.1K
9,169
减持
IEI
ISHARES TR
-$247.2K
1,749
-55%
建仓
LOW
LOWES COS INC
+$241.8K
1,097
建仓
ROP
ROPER TECHNOLOGIES INC
+$235.6K
418
建仓
CTAS
CINTAS CORP
+$228.3K
326
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$227.1K
8,901
+7%
清仓
PFF
ISHARES TR
-$224.9K
0
-100%
清仓
USIG
ISHARES TR
-$218.2K
0
-100%
减持
META
META PLATFORMS INC
-$216.5K
1,550
-25%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$216.5K
6,546
清仓
EL
LAUDER ESTEE COS INC
-$214.9K
0
-100%
建仓
BHK
BLACKROCK CORE BD TR
+$213.0K
20,000
清仓
UST
PROSHARES TR
-$209.6K
0
-100%
减持
IWP
ISHARES TR
-$209.3K
6,344
-23%
增持
IVE
ISHARES TR
+$204.0K
7,806
+15%
建仓
SPMD
SPDR SER TR
+$201.7K
3,931
增持
AJG
GALLAGHER ARTHUR J & CO
+$195.6K
4,856
+12%
建仓
XEVVX
EATON VANCE LTD DURATION INC
+$194.8K
20,000
增持
UPS
UNITED PARCEL SERVICE INC
-$185.5K
40,655
+4%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$183.6K
13,927
-27%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$172.4K
22,215
-28%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
-$167.4K
9,200
-24%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$159.4K
24,612
-14%
增持
JNK
SPDR SER TR
+$145.7K
6,429
+32%
增持
PNC
PNC FINL SVCS GROUP INC
+$144.8K
7,514
+7%
建仓
PHK
PIMCO HIGH INCOME FD
+$144.6K
30,000
增持
UNH
UNITEDHEALTH GROUP INC
+$138.6K
1,958
+14%
增持
USB
US BANCORP DEL
+$137.4K
33,279
+16%
减持
SHEL
SHELL PLC
+$136.3K
24,536
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$129.6K
3,633
+7%
减持
IWD
ISHARES TR
-$125.0K
3,435
-19%
增持
SRE
SEMPRA
+$124.9K
8,659
+15%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$121.8K
15,262
-15%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$115.1K
7,361
+36%
增持
PG
PROCTER AND GAMBLE CO
+$102.7K
11,168
+3%
增持
HD
HOME DEPOT INC
+$100.3K
5,095
+16%
减持
BAC
BANK AMERICA CORP
+$99.1K
32,404
-7%
增持
MAGS
LISTED FD TR
+$98.5K
11,645
+3%
增持
EMN
EASTMAN CHEM CO
+$94.5K
7,416
+1%
增持
LLY
ELI LILLY & CO
+$87.7K
440
+7%
增持
CVX
CHEVRON CORP NEW
+$85.1K
12,036
+2%
增持
SCI
SERVICE CORP INTL
+$81.3K
6,680
+23%
增持
CMCSA
COMCAST CORP NEW
+$81.0K
44,017
+13%
增持
ABT
ABBOTT LABS
+$78.0K
17,937
+21%
增持
IVV
ISHARES TR
+$74.0K
1,142
+5%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$74.0K
3,345
-14%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$73.2K
2,749
-25%
增持
COP
CONOCOPHILLIPS
+$69.9K
16,308
+2%
增持
EVRG
EVERGY INC
+$67.3K
10,766
+7%
增持
JNJ
JOHNSON & JOHNSON
+$63.9K
8,108
+17%
增持
MOAT
VANECK ETF TRUST
+$59.2K
8,698
+8%
减持
WFC
WELLS FARGO CO NEW
-$56.4K
32,310
-10%
减持
FID
FIRST TR EXCHANGE-TRADED FD
-$51.3K
11,332
-23%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$37.3K
12,521
-13%
减持
HUSV
FIRST TR EXCH TRADED FD III
-$23.1K
6,569
-10%
增持
PEP
PEPSICO INC
+$22.9K
6,433
+3%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$22.5K
2,635
+7%
增持
MCD
MCDONALDS CORP
+$21.6K
6,293
+17%
增持
XLI
SELECT SECTOR SPDR TR
+$17.7K
2,191
+6%
增持
—
ACCENTURE PLC IRELAND
+$14.3K
5,411
+26%
减持
RTX
RTX CORPORATION
-$13.6K
5,557
-13%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$4.1K
4,526
+3%
增持
EQIX
EQUINIX INC
+$2.6K
1,280
+18%
