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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 148 项
建仓 21
增持 83
减持 29
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC
-$1.8M
4,732
-67%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.7M
101,438
+43%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$1.7M
0
-100%
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
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.6M
140,021
+57%
增持
FTGS
FIRST TR EXCHANGE TRADED FD
+$1.5M
99,184
+91%
建仓
TMUS
T-MOBILE US INC
+$1.3M
6,170
清仓
QCOM
QUALCOMM INC
-$1.2M
0
-100%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.2M
114,494
+24%
建仓
CSCO
CISCO SYS INC
+$1.2M
21,820
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
13,698
+10%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.1M
5,023
-80%
建仓
ADBE
ADOBE INC
+$997.8K
1,927
增持
TSLA
TESLA INC
+$987.9K
6,840
+69%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$953.1K
0
-100%
减持
BILS
SPDR SER TR
-$898.5K
94,771
-9%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$877.3K
61,283
+84%
建仓
SMH
VANECK ETF TRUST
+$829.4K
3,379
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$798.8K
4,646
增持
QQQ
INVESCO QQQ TR
+$681.8K
22,999
+5%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$634.8K
71,585
+63%
清仓
IWY
ISHARES TR
-$627.5K
0
-100%
清仓
TLH
ISHARES TR
-$616.2K
0
-100%
增持
AAPL
APPLE INC
+$614.3K
11,937
+16%
建仓
IWF
ISHARES TR
+$610.7K
1,627
减持
NVDA
NVIDIA CORPORATION
-$588.0K
16,914
-21%
清仓
IWS
ISHARES TR
-$571.2K
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$561.8K
6,215
清仓
MAGS
LISTED FD TR
-$525.3K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$521.5K
29,528
+59%
建仓
SCHD
SCHWAB STRATEGIC TR
+$515.7K
6,101
增持
GILD
GILEAD SCIENCES INC
+$515.1K
30,170
+3%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$514.1K
36,874
+9%
增持
FISR
SSGA ACTIVE TR
+$510.0K
38,950
+88%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$506.7K
39,256
+12%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$485.0K
44,266
+8%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$460.6K
66,559
+36%
清仓
VICI
VICI PPTYS INC
-$456.9K
0
-100%
增持
MBSF
VALUED ADVISERS TR
+$433.3K
28,025
+149%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$422.9K
5,663
+69%
减持
BIL
SPDR SER TR
-$419.3K
111,208
-4%
建仓
SPAB
SPDR SER TR
+$407.4K
15,586
建仓
BWXT
BWX TECHNOLOGIES INC
+$399.0K
3,671
增持
XLSR
SSGA ACTIVE TR
+$398.8K
25,863
+40%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$397.9K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$393.9K
0
-100%
增持
IVW
ISHARES TR
+$377.8K
21,767
+18%
增持
AVGO
BROADCOM INC
+$373.2K
5,058
+1526%
增持
MCD
MCDONALDS CORP
+$337.0K
6,373
+1%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$333.7K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$327.7K
1,641
+56%
增持
HD
HOME DEPOT INC
+$323.3K
5,126
+1%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$316.0K
1,764
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$315.2K
4,685
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$313.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$308.3K
10,399
+12%
清仓
FBCG
FIDELITY COVINGTON TRUST
-$307.4K
0
-100%
增持
AMZN
AMAZON COM INC
+$303.9K
11,179
+21%
增持
META
META PLATFORMS INC
+$299.2K
1,888
+22%
建仓
GLD
SPDR GOLD TR
+$288.8K
1,188
增持
PG
PROCTER AND GAMBLE CO
+$282.0K
12,262
+10%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$281.6K
10,625
+11%
建仓
DIS
DISNEY WALT CO
+$275.8K
2,867
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$263.8K
51,938
+8%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$262.6K
16,669
-28%
减持
XLK
SELECT SECTOR SPDR TR
-$261.7K
2,481
-32%
减持
—
ACCENTURE PLC IRELAND
+$260.7K
5,382
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$258.2K
2,147
+10%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$256.9K
21,819
+36%
增持
USB
US BANCORP DEL
+$256.5K
34,499
+4%
建仓
STZ
CONSTELLATION BRANDS INC
+$253.3K
983
建仓
TSN
TYSON FOODS INC
+$252.7K
4,242
减持
SPDW
SPDR INDEX SHS FDS
-$251.6K
20,802
-29%
增持
IVE
ISHARES TR
+$245.7K
8,452
+8%
建仓
XLU
SELECT SECTOR SPDR TR
+$244.9K
3,032
增持
NVO
NOVO-NORDISK A S
-$239.2K
17,003
+7%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$238.7K
20,468
+34%
建仓
IEFA
ISHARES TR
+$236.8K
3,034
建仓
GWX
SPDR INDEX SHS FDS
+$236.3K
6,923
增持
EMN
EASTMAN CHEM CO
+$210.0K
8,365
+13%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$208.3K
9,689
建仓
FCVT
FIRST TR EXCHANGE-TRADED FD
+$205.2K
5,748
减持
—
EXXON MOBIL CORP
-$203.2K
2,141
-46%
清仓
IEI
ISHARES TR
-$202.0K
0
-100%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$195.8K
119,341
+7%
减持
MOAT
VANECK ETF TRUST
-$195.5K
5,754
-34%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$186.9K
11,993
-18%
减持
—
DUPONT DE NEMOURS INC
+$183.7K
22,825
-1%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$183.4K
22,115
+12%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$182.6K
10,371
+58%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$182.1K
13,438
+34%
增持
JPM
JPMORGAN CHASE & CO.
+$180.9K
11,737
+3%
增持
SCI
SERVICE CORP INTL
+$173.9K
8,223
+23%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$173.0K
4,439
-40%
减持
PNC
PNC FINL SVCS GROUP INC
+$172.7K
7,254
-3%
增持
LOW
LOWES COS INC
+$172.3K
1,529
+39%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$166.7K
39,662
+0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$165.2K
9,098
+2%
减持
EQIX
EQUINIX INC
+$151.8K
1,262
-1%
增持
CMCSA
COMCAST CORP NEW
+$148.5K
44,822
+2%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$147.9K
13,101
+20%
增持
SYK
STRYKER CORPORATION
+$145.8K
1,095
+49%
增持
CTAS
CINTAS CORP
+$143.7K
1,807
+454%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$141.0K
20,238
+36%
增持
SRE
SEMPRA
+$134.3K
9,481
+9%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$130.8K
73,790
+5%
增持
JNJ
JOHNSON & JOHNSON
+$129.3K
8,110
+0%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$124.7K
16,367
+18%
增持
ROP
ROPER TECHNOLOGIES INC
+$121.1K
641
+53%
增持
SHEL
SHELL PLC
-$110.2K
25,183
+3%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$109.5K
26,765
+20%
增持
XLI
SELECT SECTOR SPDR TR
+$104.4K
2,742
+25%
增持
V
VISA INC
+$104.0K
1,475
+28%
减持
RTX
RTX CORPORATION
+$103.5K
5,458
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$100.1K
41,540
+2%
增持
IVV
ISHARES TR
+$99.5K
1,256
+10%
减持
AJG
GALLAGHER ARTHUR J & CO
+$98.1K
4,824
-1%
增持
SPSM
SPDR SER TR
+$95.0K
8,889
+19%
增持
DEO
DIAGEO PLC
+$93.5K
4,185
+7%
减持
FALN
ISHARES TR
-$93.3K
40,649
-12%
增持
SPMD
SPDR SER TR
+$91.9K
5,368
+37%
减持
EVRG
EVERGY INC
+$89.9K
10,646
-1%
减持
JNK
SPDR SER TR
-$86.8K
5,310
-17%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$81.0K
10,230
+11%
增持
PEP
PEPSICO INC
+$78.0K
6,698
+4%
增持
LLY
ELI LILLY & CO
+$76.5K
536
+22%
减持
HON
HONEYWELL INTL INC
-$75.8K
10,104
-0%
增持
CVX
CHEVRON CORP NEW
+$75.1K
13,294
+10%
增持
IWD
ISHARES TR
+$72.6K
3,540
+3%
减持
CRM
SALESFORCE INC
-$71.5K
1,842
-18%
增持
WFC
WELLS FARGO CO NEW
+$66.5K
35,145
+9%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$60.8K
3,168
+20%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$60.7K
13,602
+20%
增持
IWP
ISHARES TR
+$52.1K
6,413
+1%
增持
COP
CONOCOPHILLIPS
+$51.1K
18,203
+12%
增持
AMGN
AMGEN INC
+$47.3K
2,537
+3%
增持
GOOGL
ALPHABET INC
+$38.1K
6,502
+14%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$35.1K
18,856
+17%
减持
HYEM
VANECK ETF TRUST
-$33.7K
18,963
-12%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$32.3K
9,710
+6%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$32.2K
9,962
-1%
增持
HUSV
FIRST TR EXCH TRADED FD III
+$31.0K
6,894
+5%
减持
ADI
ANALOG DEVICES INC
-$27.4K
5,573
-3%
减持
ABT
ABBOTT LABS
+$18.3K
16,508
-8%
减持
—
ASTRAZENECA PLC
-$15.2K
15,711
-1%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$12.7K
13,003
+4%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$12.2K
4,683
+3%
减持
BAC
BANK AMERICA CORP
-$3.2K
32,395
-0%
清仓
—
CHICKEN SOUP FOR THE SOUL EN
-$2.2K
0
-100%
