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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 28
增持 76
减持 34
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.0M
23,046
+67%
增持
GOOGL
ALPHABET INC
+$2.6M
13,565
+268%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.8M
29,758
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。
清仓
NFLX
NETFLIX INC
-$1.8M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.5M
11,561
-24%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
18,602
+5%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
27,689
+14%
建仓
WM
WASTE MGMT INC DEL
+$1.3M
5,840
增持
BIL
SPDR SERIES TRUST
+$1.2M
89,293
+18%
增持
META
META PLATFORMS INC
+$1.1M
3,976
+61%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$923.8K
77,845
+68%
增持
GOOG
ALPHABET INC
+$912.1K
7,672
+42%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$903.0K
3,033
+137%
减持
RSMV
LISTED FDS TR
-$849.9K
14,016
-72%
减持
QQQ
INVESCO QQQ TR
+$774.7K
24,712
-3%
减持
FISR
SSGA ACTIVE TR
-$706.6K
29,548
-48%
增持
AMZN
AMAZON COM INC
+$685.2K
12,677
+33%
清仓
SPAB
SPDR SERIES TRUST
-$632.3K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$608.0K
2,550
+52%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$581.6K
136,523
+9%
增持
BILS
SPDR SERIES TRUST
+$538.9K
36,226
+17%
建仓
SCHD
SCHWAB STRATEGIC TR
+$533.9K
19,554
清仓
UNH
UNITEDHEALTH GROUP INC
-$510.7K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$508.9K
9,446
增持
ANGL
VANECK ETF TRUST
+$489.5K
73,594
+27%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$480.3K
26,822
+32%
清仓
MOAT
VANECK ETF TRUST
-$478.8K
0
-100%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$460.1K
52,693
+23%
增持
WMT
WALMART INC
+$457.8K
11,334
+56%
增持
UPS
UNITED PARCEL SERVICE INC
-$456.9K
44,966
+8%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$451.0K
49,639
+77%
增持
CLOI
VANECK ETF TRUST
+$440.4K
20,241
+69%
建仓
XAR
SPDR SERIES TRUST
+$438.7K
1,867
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$431.5K
67,454
+17%
减持
AMGN
AMGEN INC
-$416.7K
1,739
-46%
清仓
SPLB
SPDR SERIES TRUST
-$406.8K
0
-100%
建仓
ABBV
ABBVIE INC
+$404.2K
1,745
增持
SPSM
SPDR SERIES TRUST
+$390.1K
16,967
+83%
增持
SPDW
SPDR INDEX SHS FDS
+$386.0K
25,471
+47%
增持
MBSF
VALUED ADVISERS TR
+$368.6K
39,694
+58%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$367.9K
0
-100%
建仓
IVV
ISHARES TR
+$334.0K
499
清仓
RWR
SPDR SERIES TRUST
-$329.6K
0
-100%
增持
MCD
MCDONALDS CORP
+$329.0K
6,772
+14%
增持
AJG
GALLAGHER ARTHUR J & CO
+$327.8K
8,119
+19%
建仓
TJX
TJX COS INC NEW
+$321.6K
2,224
增持
PM
PHILIP MORRIS INTL INC
+$309.6K
3,201
+178%
增持
PG
PROCTER AND GAMBLE CO
+$299.3K
19,858
+15%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$299.1K
28,447
+70%
增持
—
ACCENTURE PLC IRELAND
+$298.8K
8,392
+42%
增持
EVRG
EVERGY INC
+$293.2K
11,998
+34%
清仓
—
HESS CORP
-$290.8K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$282.5K
24,772
+21%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$281.5K
2,860
+25%
建仓
PAXS
PIMCO ACCESS INCOME FUND
+$280.7K
17,250
减持
IVW
ISHARES TR
-$278.5K
10,351
-25%
增持
CERY
SPDR SERIES TRUST
+$274.8K
19,347
+88%
增持
VTIP
VANGUARD MALVERN FDS
+$270.6K
12,854
+70%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$269.9K
8,121
+70%
建仓
UAL
UNITED AIRLS HLDGS INC
+$269.5K
2,793
减持
TSLA
TESLA INC
+$266.5K
5,850
-20%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$265.1K
25,628
+70%
建仓
TRV
TRAVELERS COMPANIES INC
+$263.3K
943
建仓
BLK
BLACKROCK INC
+$262.4K
225
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$252.6K
39,442
-2%
建仓
ECL
ECOLAB INC
+$252.2K
921
建仓
EFX
EQUIFAX INC
+$249.9K
974
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$245.6K
870
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$242.9K
17,989
-9%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$240.7K
1,505
建仓
RECS
COLUMBIA ETF TR I
+$239.6K
5,937
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$239.5K
923
增持
CVX
CHEVRON CORP NEW
+$237.2K
9,011
+11%
建仓
ES
EVERSOURCE ENERGY
+$237.2K
3,333
清仓
COWG
PACER FDS TR
-$235.3K
0
-100%
建仓
T
AT&T INC
+$233.9K
8,284
减持
IVE
ISHARES TR
-$229.9K
4,555
-24%
建仓
—
EXXON MOBIL CORP
+$228.0K
2,021
建仓
URI
UNITED RENTALS INC
+$227.2K
238
减持
IWB
ISHARES TR
-$219.3K
848
-46%
建仓
—
KELLANOVA
+$217.6K
2,653
建仓
FISV
FISERV INC
+$214.7K
1,665
增持
GILD
GILEAD SCIENCES INC
+$211.8K
25,301
+8%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$209.5K
2,510
增持
COST
COSTCO WHSL CORP NEW
+$208.6K
608
+70%
增持
—
ASTRAZENECA PLC
+$208.2K
26,836
+1%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$207.1K
4,633
+22%
增持
COP
CONOCOPHILLIPS
+$206.0K
19,054
+7%
增持
NVO
NOVO-NORDISK A S
+$204.1K
49,278
+34%
建仓
KR
KROGER CO
+$203.4K
3,017
清仓
JQUA
J P MORGAN EXCHANGE TRADED F
-$203.0K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$202.6K
1,102
清仓
XLE
SELECT SECTOR SPDR TR
-$202.3K
0
-100%
建仓
TSN
TYSON FOODS INC
+$200.4K
3,690
清仓
BHK
BLACKROCK CORE BD TR
-$194.4K
0
-100%
增持
EQIX
EQUINIX INC
+$186.0K
1,401
+22%
增持
LOW
LOWES COS INC
+$172.4K
3,127
+13%
减持
HD
HOME DEPOT INC
+$169.1K
5,571
-2%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$166.9K
5,986
-24%
减持
ADI
ANALOG DEVICES INC
-$159.9K
5,223
-14%
减持
—
DUPONT DE NEMOURS INC
+$159.1K
27,156
-5%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$158.3K
10,514
-1%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$146.3K
2,187
+8%
增持
SCI
SERVICE CORP INTL
+$144.3K
12,109
+14%
增持
PEP
PEPSICO INC
+$143.2K
9,689
+5%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$141.0K
45,269
-2%
增持
IEFA
ISHARES TR
+$140.9K
4,515
+49%
减持
SRE
SEMPRA
+$140.9K
10,276
-1%
减持
STZ
CONSTELLATION BRANDS INC
-$138.1K
1,563
-27%
减持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$134.7K
71,935
-2%
减持
JNJ
JOHNSON & JOHNSON
+$134.7K
4,312
-1%
增持
V
VISA INC
+$132.9K
1,016
+68%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$123.7K
1,945
+15%
增持
ROP
ROPER TECHNOLOGIES INC
+$119.5K
1,324
+39%
增持
JNK
SPDR SERIES TRUST
+$118.2K
4,632
+34%
增持
ABT
ABBOTT LABS
+$117.8K
15,643
+8%
减持
XLC
SELECT SECTOR SPDR TR
-$117.3K
5,548
-22%
增持
DEO
DIAGEO PLC
+$113.2K
6,874
+28%
增持
MO
ALTRIA GROUP INC
+$107.2K
5,329
+28%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$104.5K
112,496
-2%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$99.1K
7,359
+19%
减持
JPM
JPMORGAN CHASE & CO.
+$99.1K
10,235
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$99.0K
2,711
+14%
增持
JHSC
JOHN HANCOCK EXCHANGE TRADED
+$98.6K
11,184
+18%
增持
HWM
HOWMET AEROSPACE INC
+$98.1K
1,585
+39%
增持
MAGS
LISTED FDS TR
+$94.8K
7,735
+5%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$94.1K
34,521
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$89.4K
16,315
+10%
减持
PNC
PNC FINL SVCS GROUP INC
-$88.7K
6,504
-13%
增持
GLD
SPDR GOLD TR
+$88.4K
1,433
+4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$87.6K
8,480
-15%
增持
SO
SOUTHERN CO
+$87.6K
3,057
+39%
增持
CTAS
CINTAS CORP
+$86.8K
3,463
+24%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$83.1K
52,620
+6%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
+$78.0K
59,699
-1%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
+$75.6K
5,728
-3%
减持
AVGO
BROADCOM INC
+$70.9K
9,042
-14%
增持
SYK
STRYKER CORPORATION
+$69.5K
1,836
+19%
减持
FTXO
FIRST TR EXCHANGE TRADED FD
+$65.2K
35,073
-2%
减持
HYLB
DBX ETF TR
-$64.9K
20,841
-8%
减持
MGV
VANGUARD WORLD FD
-$63.8K
3,444
-16%
减持
XLSR
SSGA ACTIVE TR
+$61.8K
28,730
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$60.2K
8,843
+16%
增持
IEF
ISHARES TR
+$59.5K
6,936
+9%
增持
RF
REGIONS FINANCIAL CORP NEW
+$58.2K
12,342
+9%
增持
CMCSA
COMCAST CORP NEW
+$57.9K
64,585
+17%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$52.9K
10,599
+9%
增持
IEI
ISHARES TR
+$51.6K
5,438
+8%
增持
CEG
CONSTELLATION ENERGY CORP
+$49.4K
865
+19%
增持
XLU
SELECT SECTOR SPDR TR
+$47.0K
3,838
+9%
