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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 34
增持 25
减持 68
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$2.9M
15,124
+22%
减持
QQQ
INVESCO QQQ TR
+$1.8M
25,491
-2%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$1.8M
46,230
-62%
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。
建仓
NFLX
NETFLIX INC
+$1.8M
1,309
减持
AMGN
AMGEN INC
-$1.7M
3,250
-62%
清仓
TMUS
T-MOBILE US INC
-$1.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
24,312
+10%
增持
TSLA
TESLA INC
+$1.4M
7,351
+106%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.4M
46,284
+79%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
17,720
+3%
建仓
RSMV
LISTED FDS TR
+$1.2M
49,391
减持
CSCO
CISCO SYS INC
-$1.1M
4,704
-80%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.1M
125,190
-27%
减持
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$1.1M
57,789
-42%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.0M
23,848
-45%
建仓
VOO
VANGUARD INDEX FDS
+$954.3K
1,680
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$891.7K
7,928
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$870.8K
14,814
清仓
SHY
ISHARES TR
-$853.5K
0
-100%
清仓
FALN
ISHARES TR
-$843.4K
0
-100%
建仓
HYLB
DBX ETF TR
+$838.3K
22,706
减持
AVGO
BROADCOM INC
+$823.3K
10,566
-15%
减持
CVX
CHEVRON CORP NEW
-$822.0K
8,118
-32%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$806.2K
2,033
清仓
IVV
ISHARES TR
-$776.5K
0
-100%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$773.2K
60,011
-23%
减持
AAPL
APPLE INC
-$753.2K
13,765
-15%
减持
SPDW
SPDR INDEX SHS FDS
-$752.6K
17,385
-57%
清仓
ET
ENERGY TRANSFER L P
-$743.6K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$728.1K
0
-100%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$717.3K
3,801
建仓
WMT
WALMART INC
+$710.4K
7,265
清仓
TLT
ISHARES TR
-$693.8K
0
-100%
减持
IVE
ISHARES TR
-$666.2K
5,990
-38%
减持
IVW
ISHARES TR
-$665.0K
13,879
-41%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$641.0K
36,861
-26%
减持
MBSF
VALUED ADVISERS TR
-$635.1K
25,173
-50%
建仓
SPAB
SPDR SERIES TRUST
+$632.3K
24,698
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$621.8K
49,550
-37%
减持
COP
CONOCOPHILLIPS
-$611.2K
17,791
-15%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$588.0K
28,106
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$583.4K
9,754
清仓
IWX
ISHARES TR
-$580.5K
0
-100%
清仓
MGOV
FIRST TR EXCHANGE-TRADED FD
-$564.0K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$552.0K
0
-100%
建仓
MGV
VANGUARD WORLD FD
+$538.2K
4,102
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$534.4K
115,100
+1%
建仓
IWB
ISHARES TR
+$529.4K
1,559
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$517.3K
2,284
减持
GOOGL
ALPHABET INC
-$500.5K
3,686
-50%
清仓
CRM
SALESFORCE INC
-$492.7K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$486.3K
2,376
增持
META
META PLATFORMS INC
+$447.4K
2,474
+3%
清仓
SCHD
SCHWAB STRATEGIC TR
-$429.2K
0
-100%
增持
FISR
SSGA ACTIVE TR
+$426.5K
57,138
+41%
建仓
HYEM
VANECK ETF TRUST
+$426.3K
21,506
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$426.0K
149,236
+15%
增持
ANGL
VANECK ETF TRUST
+$424.0K
58,007
+31%
清仓
EMHY
ISHARES INC
-$414.1K
0
-100%
清仓
USFR
WISDOMTREE TR
-$410.7K
0
-100%
减持
V
VISA INC
-$407.6K
603
-66%
减持
XLE
SELECT SECTOR SPDR TR
-$396.6K
2,385
-63%
减持
AMZN
AMAZON COM INC
-$394.9K
9,564
-27%
建仓
VRIG
INVESCO ACTIVELY MANAGED EXC
+$378.3K
15,099
清仓
AGG
ISHARES TR
-$372.9K
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$364.9K
19,870
-45%
建仓
COST
COSTCO WHSL CORP NEW
+$354.4K
358
建仓
JNK
SPDR SERIES TRUST
+$335.7K
3,451
增持
UNH
UNITEDHEALTH GROUP INC
-$334.6K
1,637
+1%
减持
PG
PROCTER AND GAMBLE CO
-$334.1K
17,274
-5%
建仓
RWR
SPDR SERIES TRUST
+$329.6K
3,418
建仓
VZ
VERIZON COMMUNICATIONS INC
+$328.5K
7,591
清仓
DLR
DIGITAL RLTY TR INC
-$315.2K
0
-100%
清仓
LLY
ELI LILLY & CO
-$303.9K
0
-100%
减持
MCD
MCDONALDS CORP
-$300.7K
5,919
-9%
清仓
SPEU
SPDR INDEX SHS FDS
-$298.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$292.1K
41,737
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$289.6K
10,795
-7%
减持
SPEM
SPDR INDEX SHS FDS
-$288.2K
20,522
-31%
减持
—
DUPONT DE NEMOURS INC
-$285.9K
28,524
-5%
减持
AJG
GALLAGHER ARTHUR J & CO
-$278.0K
6,834
-4%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$267.3K
11,363
减持
—
ACCENTURE PLC IRELAND
-$260.1K
5,924
-9%
建仓
CEG
CONSTELLATION ENERGY CORP
+$235.3K
729
建仓
COWG
PACER FDS TR
+$235.3K
6,701
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$231.1K
1,695
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$227.6K
4,056
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$227.0K
0
-100%
减持
—
ASTRAZENECA PLC
-$226.5K
26,486
-6%
建仓
EL
LAUDER ESTEE COS INC
+$226.3K
2,801
减持
ABT
ABBOTT LABS
-$223.0K
14,540
-12%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$220.2K
0
-100%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$219.5K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$218.6K
498
清仓
KMI
KINDER MORGAN INC DEL
-$216.8K
0
-100%
建仓
HWM
HOWMET AEROSPACE INC
+$212.9K
1,144
减持
EQIX
EQUINIX INC
-$209.9K
1,146
-17%
建仓
PM
PHILIP MORRIS INTL INC
+$209.6K
1,151
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$209.4K
0
-100%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$203.0K
3,380
建仓
SO
SOUTHERN CO
+$202.1K
2,201
减持
BWXT
BWX TECHNOLOGIES INC
+$201.2K
5,535
-8%
增持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$200.6K
35,387
+5%
建仓
TIPX
SPDR SERIES TRUST
+$200.0K
10,450
减持
CERY
SPDR SERIES TRUST
-$189.3K
10,264
-39%
增持
SPSM
SPDR SERIES TRUST
+$187.4K
9,291
+82%
增持
XLSR
SSGA ACTIVE TR
+$175.3K
30,058
+3%
减持
JNJ
JOHNSON & JOHNSON
-$160.8K
4,352
-13%
减持
HD
HOME DEPOT INC
-$158.2K
5,695
-7%
减持
ADI
ANALOG DEVICES INC
+$156.9K
6,065
-5%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$146.9K
10,599
-13%
减持
BIL
SPDR SERIES TRUST
-$145.9K
75,769
-2%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$144.0K
42,846
-7%
增持
PEP
PEPSICO INC
-$143.6K
9,223
+2%
增持
MAGS
LISTED FDS TR
+$140.9K
7,335
+26%
减持
MAIN
MAIN STR CAP CORP
-$137.2K
6,100
-31%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$137.0K
16,634
-10%
增持
GOOG
ALPHABET INC
+$133.5K
5,392
+2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$128.8K
5,517
-10%
增持
HODL
VANECK BITCOIN ETF
+$122.2K
16,364
+1%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$119.5K
40,324
-16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$119.0K
1,280
-8%
增持
EMN
EASTMAN CHEM CO
-$118.0K
12,288
+5%
增持
GLD
SPDR GOLD TR
+$113.0K
1,381
+29%
减持
GILD
GILEAD SCIENCES INC
-$112.6K
23,421
-3%
减持
DEO
DIAGEO PLC
-$112.1K
5,383
-14%
减持
AFLG
FIRST TR EXCHNG TRADED FD VI
-$109.0K
73,177
-11%
减持
BAC
BANK AMERICA CORP
+$102.7K
32,694
-6%
减持
TLH
ISHARES TR
-$98.8K
2,796
-24%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$98.4K
9,977
-13%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$96.1K
20,606
-9%
增持
XLC
SELECT SECTOR SPDR TR
+$92.5K
7,134
+1%
增持
SPLB
SPDR SERIES TRUST
+$88.8K
18,024
+28%
减持
DIS
DISNEY WALT CO
+$85.6K
3,888
-3%
减持
WFC
WELLS FARGO CO NEW
+$80.8K
31,483
-7%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$78.4K
19,638
-9%
减持
CMCSA
COMCAST CORP NEW
-$75.3K
55,235
-0%
减持
EVRG
EVERGY INC
-$72.7K
8,980
-10%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$69.7K
22,704
-4%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$66.2K
16,773
-14%
减持
STZ
CONSTELLATION BRANDS INC
-$65.9K
2,143
-5%
增持
SHEL
SHELL PLC
-$60.0K
29,203
+1%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$57.1K
14,455
-7%
减持
PNC
PNC FINL SVCS GROUP INC
+$57.0K
7,487
-2%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$55.7K
64,372
-5%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$55.6K
20,394
-16%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$54.3K
10,440
+1%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$51.8K
8,658
-11%
减持
CLOI
VANECK ETF TRUST
-$51.7K
11,981
-8%
减持
FTXO
FIRST TR EXCHANGE TRADED FD
+$51.5K
35,836
-4%
