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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 76
减持 41
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$5.5M
46,180
-74%
建仓
AFLG
FIRST TR EXCHNG TRADED FD VI
+$2.8M
82,105
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$2.7M
129,437
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
AMGN
AMGEN INC
+$1.8M
8,450
+162%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.7M
18,395
-52%
建仓
TMUS
T-MOBILE US INC
+$1.7M
6,428
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.3M
25,815
+568%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.3M
6,109
-43%
增持
CSCO
CISCO SYS INC
+$1.2M
23,644
+431%
建仓
FTXO
FIRST TR EXCHANGE-TRADED FD
+$1.1M
37,243
减持
TSLA
TESLA INC
-$1.1M
3,574
-29%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.1M
77,500
-25%
清仓
NFLX
NETFLIX INC
-$1.0M
0
-100%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$1.0M
2,191
-81%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$962.1K
12,151
+99%
清仓
JNK
SPDR SER TR
-$943.2K
0
-100%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$929.2K
33,654
-27%
减持
BIL
SPDR SER TR
-$843.6K
77,361
-11%
清仓
PYPL
PAYPAL HLDGS INC
-$715.2K
0
-100%
清仓
IWP
ISHARES TR
-$699.9K
0
-100%
增持
QQQ
INVESCO QQQ TR
-$632.3K
26,108
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$615.4K
40,005
+62%
减持
IVW
ISHARES TR
-$596.3K
23,625
-14%
建仓
IWX
ISHARES TR
+$580.5K
7,064
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$554.6K
120,467
+25%
清仓
IWD
ISHARES TR
-$547.2K
0
-100%
清仓
IWS
ISHARES TR
-$537.0K
0
-100%
减持
AAPL
APPLE INC
-$530.5K
16,105
-2%
增持
NVO
NOVO-NORDISK A S
+$520.2K
36,940
+55%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$512.0K
0
-100%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$504.4K
76,082
-26%
清仓
IWB
ISHARES TR
-$498.4K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$439.3K
15,351
-52%
增持
—
DUPONT DE NEMOURS INC
+$418.6K
30,027
+26%
建仓
EMHY
ISHARES INC
+$414.1K
10,833
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$413.5K
11,488
+21%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$401.7K
3,200
-50%
增持
TLT
ISHARES TR
+$400.1K
7,622
+127%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$381.6K
171,876
+11%
建仓
AGG
ISHARES TR
+$372.9K
3,770
增持
META
META PLATFORMS INC
+$363.4K
2,392
+38%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$357.6K
9,497
-47%
增持
UPS
UNITED PARCEL SERVICE INC
-$355.6K
40,960
+6%
清仓
SPIB
SPDR SER TR
-$336.6K
0
-100%
建仓
SPLB
SPDR SER TR
+$318.1K
14,092
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$314.7K
49,975
-12%
减持
FALN
ISHARES TR
-$311.3K
31,481
-27%
增持
—
ASTRAZENECA PLC
+$303.1K
28,263
+4%
建仓
SPEU
SPDR INDEX SHS FDS
+$298.0K
6,772
清仓
WMT
WALMART INC
-$291.2K
0
-100%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$281.7K
47,773
+16%
清仓
DHS
WISDOMTREE TR
-$274.0K
0
-100%
减持
SPSM
SPDR SER TR
-$271.9K
5,113
-52%
清仓
FXU
FIRST TR EXCHANGE TRADED FD
-$271.9K
0
-100%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$271.0K
99,885
+16%
减持
UNH
UNITEDHEALTH GROUP INC
-$268.1K
1,614
-27%
增持
CMCSA
COMCAST CORP NEW
+$263.5K
55,465
+17%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$261.0K
36,423
+39%
增持
ANGL
VANECK ETF TRUST
+$252.9K
44,162
+24%
清仓
VOO
VANGUARD INDEX FDS
-$241.9K
0
-100%
清仓
FEMB
FIRST TR EXCH TRADED FD III
-$237.0K
0
-100%
清仓
IYZ
ISHARES TR
-$235.4K
0
-100%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$230.2K
0
-100%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$228.3K
0
-100%
减持
ABT
ABBOTT LABS
+$227.0K
16,590
-5%
减持
BILS
SPDR SER TR
-$224.6K
30,539
-7%
清仓
EBND
SPDR SER TR
-$223.9K
0
-100%
建仓
EMHC
SPDR SER TR
+$220.4K
9,120
建仓
FMB
FIRST TR EXCH TRADED FD III
+$220.2K
4,368
减持
CVX
CHEVRON CORP NEW
+$212.7K
11,862
-3%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$209.4K
4,586
建仓
MO
ALTRIA GROUP INC
+$209.2K
3,485
建仓
SRLN
SSGA ACTIVE ETF TR
+$206.0K
5,009
减持
AJG
GALLAGHER ARTHUR J & CO
+$205.7K
7,142
-10%
减持
SHEL
SHELL PLC
+$202.6K
28,878
-5%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$197.5K
9,764
-22%
增持
PEP
PEPSICO INC
+$195.3K
9,080
+18%
增持
HD
HOME DEPOT INC
+$195.1K
6,129
+16%
清仓
TIPX
SPDR SER TR
-$193.7K
0
-100%
增持
CERY
SPDR SER TR
+$188.6K
16,919
+56%
增持
V
VISA INC
+$178.0K
1,774
+26%
增持
GOOGL
ALPHABET INC
-$173.1K
7,437
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$167.4K
1,391
+10%
增持
AMZN
AMAZON COM INC
-$162.8K
13,104
+8%
增持
CTAS
CINTAS CORP
+$159.0K
3,018
+20%
增持
JNJ
JOHNSON & JOHNSON
+$157.2K
4,980
+8%
增持
COP
CONOCOPHILLIPS
+$154.9K
21,023
+2%
增持
PG
PROCTER AND GAMBLE CO
+$153.5K
18,110
+4%
增持
MBSF
VALUED ADVISERS TR
+$152.5K
50,185
+13%
增持
SHY
ISHARES TR
+$151.0K
10,317
+20%
增持
—
ACCENTURE PLC IRELAND
+$147.3K
6,508
+22%
减持
GILD
GILEAD SCIENCES INC
+$140.6K
24,180
-13%
减持
MCD
MCDONALDS CORP
+$136.9K
6,499
-0%
增持
EMN
EASTMAN CHEM CO
+$136.6K
11,752
+19%
增持
SPY
SPDR S&P 500 ETF TR
-$130.4K
17,271
+3%
减持
SMH
VANECK ETF TRUST
-$127.7K
3,443
-3%
增持
CLOI
VANECK ETF TRUST
+$125.8K
12,986
+22%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$117.6K
114,315
+9%
增持
IEF
ISHARES TR
+$115.2K
6,332
+20%
增持
ROP
ROPER TECHNOLOGIES INC
+$113.5K
1,002
+9%
增持
SCI
SERVICE CORP INTL
+$107.8K
10,944
+13%
增持
MGOV
FIRST TR EXCHANGE-TRADED FD
+$102.8K
27,847
+20%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$101.0K
22,675
+1%
增持
BWXT
BWX TECHNOLOGIES INC
+$99.0K
6,043
+35%
增持
STZ
CONSTELLATION BRANDS INC
+$83.5K
2,259
+51%
增持
AVGO
BROADCOM INC
-$82.3K
12,479
+33%
增持
USB
US BANCORP DEL
+$79.4K
41,041
+19%
增持
IVE
ISHARES TR
+$78.8K
9,638
+5%
增持
VTIP
VANGUARD MALVERN FDS
+$77.8K
8,261
+20%
增持
ADI
ANALOG DEVICES INC
+$76.3K
6,381
+12%
增持
SYK
STRYKER CORPORATION
+$76.2K
1,609
+11%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$74.7K
5,187
+21%
增持
USFR
WISDOMTREE TR
+$74.4K
8,161
+22%
增持
LOW
LOWES COS INC
+$71.7K
2,555
+20%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$63.6K
29,000
+7%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$61.5K
19,544
+14%
增持
TLH
ISHARES TR
+$58.1K
3,690
+13%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$57.8K
5,301
+4%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$57.2K
43,246
+2%
减持
XLC
SELECT SECTOR SPDR TR
-$56.4K
7,069
-7%
增持
LLY
ELI LILLY & CO
+$54.6K
368
+14%
增持
PNC
PNC FINL SVCS GROUP INC
+$52.2K
7,617
+14%
减持
RTX
RTX CORPORATION
+$50.5K
5,007
-5%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$49.1K
78,288
-0%
减持
XLE
SELECT SECTOR SPDR TR
+$45.9K
6,408
-1%
减持
EVRG
EVERGY INC
+$39.9K
10,032
-5%
增持
HODL
VANECK BITCOIN ETF
+$39.1K
16,149
+406%
增持
SRE
SEMPRA
+$34.7K
11,540
+28%
增持
NVDA
NVIDIA CORPORATION
+$34.1K
22,016
+26%
增持
XLSR
SSGA ACTIVE TR
-$32.1K
29,064
+3%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$31.7K
6,257
+14%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$31.0K
15,526
-8%
减持
GLD
SPDR GOLD TR
-$27.1K
1,069
-23%
增持
MSFT
MICROSOFT CORP
-$26.8K
12,357
+12%
增持
DEO
DIAGEO PLC
+$25.9K
6,249
+26%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$25.2K
12,523
-3%
增持
BAC
BANK AMERICA CORP
+$25.1K
34,614
+7%
增持
JHSC
JOHN HANCOCK EXCHANGE TRADED
+$24.3K
9,447
+15%
减持
IEI
ISHARES TR
-$21.9K
4,908
-6%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$21.6K
67,770
-3%
增持
XLU
SELECT SECTOR SPDR TR
+$20.9K
3,633
+4%
增持
XLI
SELECT SECTOR SPDR TR
+$19.9K
3,181
+6%
减持
SPEM
SPDR INDEX SHS FDS
+$19.7K
29,601
-1%
减持
FISR
SSGA ACTIVE TR
+$19.5K
40,569
-0%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$18.9K
24,297
+10%
增持
EQIX
EQUINIX INC
+$17.8K
1,376
+18%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$17.3K
10,384
-3%
增持
IVV
ISHARES TR
+$16.0K
1,382
+7%
减持
WFC
WELLS FARGO CO NEW
-$15.5K
34,011
-3%
增持
DIS
DISNEY WALT CO
-$15.4K
4,018
+9%
