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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 33
增持 69
减持 32
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
BILS
SPDR SER TR
-$6.2M
32,908
-65%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.3M
174,783
+53%
减持
BIL
SPDR SER TR
-$2.3M
86,841
-22%
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
SPY
SPDR S&P 500 ETF TR
+$1.9M
16,708
+22%
增持
QQQ
INVESCO QQQ TR
+$1.6M
25,184
+10%
增持
AAPL
APPLE INC
+$1.3M
16,404
+37%
增持
AVGO
BROADCOM INC
+$1.3M
9,367
+85%
清仓
TMUS
T-MOBILE US INC
-$1.3M
0
-100%
建仓
NFLX
NETFLIX INC
+$1.0M
1,157
建仓
ANGL
VANECK ETF TRUST
+$1.0M
35,635
清仓
ADBE
ADOBE INC
-$997.8K
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$953.7K
6,400
增持
AJG
GALLAGHER ARTHUR J & CO
+$902.7K
7,962
+65%
减持
CSCO
CISCO SYS INC
-$897.8K
4,450
-80%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$851.7K
86,274
+41%
增持
PG
PROCTER AND GAMBLE CO
+$809.0K
17,493
+43%
减持
UPS
UNITED PARCEL SERVICE INC
-$802.8K
38,547
-7%
建仓
PYPL
PAYPAL HLDGS INC
+$715.2K
8,380
增持
IVW
ISHARES TR
+$705.2K
27,474
+26%
建仓
SHY
ISHARES TR
+$702.6K
8,570
减持
JNJ
JOHNSON & JOHNSON
-$645.7K
4,623
-43%
清仓
IWF
ISHARES TR
-$610.7K
0
-100%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$603.4K
96,045
+30%
建仓
IEI
ISHARES TR
+$601.7K
5,207
增持
AMZN
AMAZON COM INC
+$572.9K
12,106
+8%
建仓
CLOI
VANECK ETF TRUST
+$560.4K
10,620
清仓
XLK
SELECT SECTOR SPDR TR
-$560.1K
0
-100%
增持
—
ASTRAZENECA PLC
+$550.2K
27,080
+72%
建仓
IWS
ISHARES TR
+$537.0K
4,152
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$536.2K
154,954
+11%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$512.0K
13,774
建仓
IWB
ISHARES TR
+$498.4K
1,547
建仓
IEF
ISHARES TR
+$488.7K
5,286
减持
WFC
WELLS FARGO CO NEW
+$471.8K
34,981
-0%
建仓
MGOV
FIRST TR EXCHANGE-TRADED FD
+$461.3K
23,257
增持
JNK
SPDR SER TR
+$424.0K
9,880
+86%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$422.2K
17,129
清仓
SPAB
SPDR SER TR
-$407.4K
0
-100%
增持
MBSF
VALUED ADVISERS TR
+$406.7K
44,292
+58%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$378.2K
10,811
+2%
清仓
HYEM
VANECK ETF TRUST
-$377.2K
0
-100%
增持
HON
HONEYWELL INTL INC
+$368.3K
10,876
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$366.2K
11,851
+1%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$363.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$352.8K
31,790
+421%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$345.9K
103,095
-14%
建仓
HODL
VANECK BITCOIN ETF
+$337.3K
3,191
建仓
SPIB
SPDR SER TR
+$336.6K
10,274
建仓
USFR
WISDOMTREE TR
+$336.3K
6,684
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$334.7K
4,291
建仓
VTIP
VANGUARD MALVERN FDS
+$334.4K
6,907
建仓
JHSC
JOHN HANCOCK EXCHANGE TRADED
+$327.8K
8,248
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$326.8K
5,472
建仓
TLH
ISHARES TR
+$324.7K
3,262
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$316.0K
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$315.2K
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$306.9K
22,002
+32%
增持
NVDA
NVIDIA CORPORATION
+$297.9K
17,514
+4%
建仓
TLT
ISHARES TR
+$293.7K
3,363
建仓
WMT
WALMART INC
+$291.2K
3,222
建仓
CERY
SPDR SER TR
+$280.2K
10,826
建仓
DHS
WISDOMTREE TR
+$274.0K
2,935
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$265.8K
0
-100%
清仓
HUSV
FIRST TR EXCH TRADED FD III
-$263.6K
0
-100%
建仓
MAGS
LISTED FD TR
+$254.3K
4,673
增持
SHEL
SHELL PLC
+$252.8K
30,545
+21%
清仓
TSN
TYSON FOODS INC
-$252.7K
0
-100%
清仓
—
EXXON MOBIL CORP
-$251.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$244.9K
6,990
+8%
减持
TSLA
TESLA INC
+$244.6K
5,037
-26%
清仓
FMB
FIRST TR EXCHANGE-TRADED FD
-$243.3K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$241.9K
449
建仓
IYZ
ISHARES TR
+$235.4K
8,774
建仓
FDVV
FIDELITY COVINGTON TRUST
+$230.2K
4,610
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$228.3K
4,726
减持
LLY
ELI LILLY & CO
-$225.5K
323
-40%
建仓
EBND
SPDR SER TR
+$223.9K
11,466
建仓
KMI
KINDER MORGAN INC DEL
+$210.7K
7,689
增持
—
DUPONT DE NEMOURS INC
-$210.1K
23,919
+5%
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$208.3K
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$205.2K
56,943
+10%
清仓
FCVT
FIRST TR EXCHANGE-TRADED FD
-$205.2K
0
-100%
建仓
TIPX
SPDR SER TR
+$193.7K
10,475
增持
MSFT
MICROSOFT CORP
+$190.9K
11,068
+6%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$186.7K
104,562
+5%
减持
CVX
CHEVRON CORP NEW
-$186.0K
12,233
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$181.9K
1,265
-23%
增持
XLC
SELECT SECTOR SPDR TR
+$176.4K
7,625
+23%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$173.2K
9,469
+4%
增持
XLSR
SSGA ACTIVE TR
+$167.1K
28,213
+9%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$143.1K
78,410
+18%
增持
UNH
UNITEDHEALTH GROUP INC
-$141.9K
2,201
+3%
增持
COP
CONOCOPHILLIPS
+$136.6K
20,702
+14%
增持
DIS
DISNEY WALT CO
+$136.2K
3,700
+29%
减持
BAC
BANK AMERICA CORP
+$133.9K
32,293
-0%
减持
MOAT
VANECK ETF TRUST
-$127.4K
4,642
-19%
增持
SYK
STRYKER CORPORATION
+$127.2K
1,452
+33%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$127.2K
7,188
-31%
减持
IWD
ISHARES TR
-$124.6K
2,956
-16%
增持
SCI
SERVICE CORP INTL
+$120.9K
9,646
+17%
增持
ROP
ROPER TECHNOLOGIES INC
+$120.5K
918
+43%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$111.5K
18,082
-12%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$111.1K
11,817
-1%
增持
LOW
LOWES COS INC
+$110.1K
2,123
+39%
减持
CRM
SALESFORCE INC
+$109.7K
1,836
-0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$103.8K
103,360
+2%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$102.0K
69,819
-2%
增持
BWXT
BWX TECHNOLOGIES INC
+$98.1K
4,463
+22%
增持
ABT
ABBOTT LABS
+$91.7K
17,450
+6%
增持
IVE
ISHARES TR
+$91.5K
9,210
+9%
增持
CTAS
CINTAS CORP
+$89.3K
2,525
+40%
增持
CMCSA
COMCAST CORP NEW
-$89.0K
47,515
+6%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$82.7K
41,230
+5%
增持
STZ
CONSTELLATION BRANDS INC
+$77.7K
1,498
+52%
增持
SPSM
SPDR SER TR
+$75.8K
10,693
+20%
增持
USB
US BANCORP DEL
+$75.8K
34,568
+0%
增持
SPEM
SPDR INDEX SHS FDS
-$73.3K
29,858
+1%
增持
ADI
ANALOG DEVICES INC
-$72.1K
5,698
+2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$69.0K
3,862
-23%
减持
META
META PLATFORMS INC
-$65.5K
1,734
-8%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$63.4K
6,091
+8%
增持
SPDW
SPDR INDEX SHS FDS
+$59.9K
24,647
+18%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$55.6K
22,556
+2%
减持
PNC
PNC FINL SVCS GROUP INC
-$54.3K
6,672
-8%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$53.5K
22,906
+5%
减持
IWP
ISHARES TR
-$52.3K
5,522
-14%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$49.3K
21,867
+8%
减持
RTX
RTX CORPORATION
-$48.5K
5,295
-3%
增持
MCD
MCDONALDS CORP
-$47.3K
6,531
+2%
增持
GLD
SPDR GOLD TR
+$46.4K
1,384
+16%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$45.2K
5,078
+9%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$44.9K
12,887
-4%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$44.4K
9,122
-6%
增持
FALN
ISHARES TR
+$43.3K
43,229
+6%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$41.9K
27,208
+2%
增持
DEO
DIAGEO PLC
+$41.6K
4,946
+18%
减持
XLE
SELECT SECTOR SPDR TR
-$40.5K
6,454
-4%
减持
GILD
GILEAD SCIENCES INC
+$39.3K
27,810
-8%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$38.7K
11,164
-14%
减持
V
VISA INC
+$38.2K
1,404
-5%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$37.9K
3,523
+11%
增持
EMN
EASTMAN CHEM CO
-$37.6K
9,843
+18%
增持
IVV
ISHARES TR
+$36.1K
1,292
+3%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$34.5K
16,833
+3%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$33.8K
38,510
+4%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$33.2K
42,374
+7%
减持
GOOG
ALPHABET INC
+$32.5K
4,325
-9%
减持
DLR
DIGITAL RLTY TR INC
+$32.2K
2,200
-1%
增持
PEP
PEPSICO INC
+$27.1K
7,669
+14%
增持
SMH
VANECK ETF TRUST
+$26.5K
3,534
+5%
