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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 27
增持 58
减持 41
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
VWOB
VANGUARD WHITEHALL FDS
+$3.4M
49,920
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$2.6M
272,185
+85%
建仓
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$2.5M
112,136
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
VPLS
VANGUARD MALVERN FDS
+$2.4M
30,465
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$2.2M
75,457
+67%
建仓
FEMB
FIRST TR EXCH TRADED FD III
+$2.1M
69,968
增持
ANGL
VANECK ETF TRUST
+$1.9M
139,646
+90%
减持
BILS
SPDR SERIES TRUST
-$1.7M
18,709
-48%
建仓
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$1.6M
37,890
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$1.5M
106,632
+58%
增持
AMZN
AMAZON COM INC
+$1.5M
18,355
+45%
减持
TSLA
TESLA INC
-$1.3M
2,874
-51%
建仓
Q
QNITY ELECTRONICS INC
+$1.3M
15,889
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
5,565
+83%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.2M
4,904
+124%
减持
BIL
SPDR SERIES TRUST
-$1.2M
76,666
-14%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$1.2M
14,153
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$1.2M
81,201
-28%
建仓
INTC
INTEL CORP
+$1.1M
30,790
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
4,321
清仓
CLOI
VANECK ETF TRUST
-$1.1M
0
-100%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$1.0M
100,328
+91%
建仓
MGOV
FIRST TR EXCHANGE-TRADED FD
+$1.0M
49,786
清仓
MBSF
VALUED ADVISERS TR
-$1.0M
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.0M
30,115
-43%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$998.9K
14,444
+141%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$970.9K
161,516
+18%
减持
AAPL
APPLE INC
-$963.4K
18,041
-22%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$934.4K
18,231
-51%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$932.9K
19,203
增持
AMGN
AMGEN INC
+$926.4K
4,329
+149%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$921.1K
21,337
+190%
增持
MSFT
MICROSOFT CORP
+$851.8K
14,142
+22%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$849.1K
106,257
+36%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$835.3K
40,117
+50%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$832.7K
89,128
+80%
增持
—
DUPONT DE NEMOURS INC
-$792.8K
32,906
+21%
增持
META
META PLATFORMS INC
+$773.4K
5,595
+41%
建仓
LLY
ELI LILLY & CO
+$754.4K
702
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$703.7K
7,946
+72%
减持
FTXO
FIRST TR EXCHANGE TRADED FD
-$693.5K
14,698
-58%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$678.3K
5,959
清仓
IEF
ISHARES TR
-$669.2K
0
-100%
清仓
DEO
DIAGEO PLC
-$656.1K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$650.8K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$649.2K
0
-100%
清仓
VRIG
INVESCO ACTIVELY MANAGED EXC
-$643.3K
0
-100%
建仓
NTES
NETEASE INC
+$619.2K
4,499
增持
GOOG
ALPHABET INC
+$595.6K
7,852
+2%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$589.7K
39,588
+33%
增持
CSCO
CISCO SYS INC
+$548.8K
11,925
+121%
减持
PG
PROCTER AND GAMBLE CO
-$548.7K
17,462
-12%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$529.9K
49,520
+74%
清仓
XLF
SELECT SECTOR SPDR TR
-$508.9K
0
-100%
清仓
MGV
VANGUARD WORLD FD
-$474.4K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$470.0K
1,082
-62%
清仓
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$468.1K
0
-100%
清仓
JNK
SPDR SERIES TRUST
-$453.9K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$447.8K
18,830
+1%
减持
HYLB
DBX ETF TR
-$443.0K
8,971
-57%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$424.5K
53,207
-29%
减持
UPS
UNITED PARCEL SERVICE INC
+$418.7K
42,088
-6%
建仓
SPTL
SPDR SERIES TRUST
+$399.3K
15,086
清仓
HYEM
VANECK ETF TRUST
-$395.1K
0
-100%
建仓
VLUE
ISHARES TR
+$363.6K
2,659
建仓
COF
CAPITAL ONE FINL CORP
+$351.2K
1,449
建仓
UNH
UNITEDHEALTH GROUP INC
+$350.2K
1,061
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$350.0K
3,837
减持
WMT
WALMART INC
-$333.4K
7,492
-34%
建仓
EMHY
ISHARES INC
+$331.6K
8,214
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$321.9K
1,197
-56%
清仓
TLH
ISHARES TR
-$317.3K
0
-100%
建仓
HMC
HONDA MOTOR LTD
+$306.6K
10,399
增持
FISR
SSGA ACTIVE TR
+$297.8K
41,207
+39%
建仓
HAS
HASBRO INC
+$296.3K
3,613
建仓
VTI
VANGUARD INDEX FDS
+$289.9K
863
建仓
TM
TOYOTA MOTOR CORP
+$286.0K
1,336
建仓
VBR
VANGUARD INDEX FDS
+$272.9K
1,288
增持
PNC
PNC FINL SVCS GROUP INC
+$271.7K
7,562
+16%
清仓
BLK
BLACKROCK INC
-$262.4K
0
-100%
增持
IEI
ISHARES TR
+$262.1K
7,641
+41%
增持
SPDW
SPDR INDEX SHS FDS
+$255.4K
30,292
+19%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$254.9K
0
-100%
清仓
ECL
ECOLAB INC
-$252.2K
0
-100%
清仓
EFX
EQUIFAX INC
-$249.9K
0
-100%
清仓
RECS
COLUMBIA ETF TR I
-$239.6K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$237.2K
0
-100%
建仓
CFG
CITIZENS FINL GROUP INC
+$234.5K
4,014
建仓
GE
GE AEROSPACE
+$233.5K
758
减持
AVGO
BROADCOM INC
-$231.0K
7,951
-12%
减持
SPSM
SPDR SERIES TRUST
-$230.1K
11,860
-30%
减持
CERY
SPDR SERIES TRUST
-$229.8K
11,365
-41%
清仓
URI
UNITED RENTALS INC
-$227.2K
0
-100%
减持
GILD
GILEAD SCIENCES INC
+$220.9K
24,681
-2%
清仓
—
KELLANOVA
-$217.6K
0
-100%
清仓
FISV
FISERV INC
-$214.7K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$202.6K
0
-100%
清仓
TSN
TYSON FOODS INC
-$200.4K
0
-100%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$199.2K
38,097
-3%
增持
PM
PHILIP MORRIS INTL INC
+$179.6K
4,355
+36%
减持
HODL
VANECK BITCOIN ETF
-$167.1K
14,662
-10%
增持
NVO
NOVO-NORDISK A S
+$163.8K
56,963
+16%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$153.5K
8,300
-2%
减持
XLSR
SSGA ACTIVE TR
-$148.1K
25,108
-13%
减持
SPEM
SPDR INDEX SHS FDS
-$147.4K
21,623
-13%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
-$146.5K
31,690
-8%
减持
QQQ
INVESCO QQQ TR
+$144.9K
24,385
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$142.7K
10,462
+2%
增持
RSMV
LISTED FDS TR
+$140.0K
18,748
+34%
减持
—
ACCENTURE PLC IRELAND
-$134.0K
7,214
-14%
增持
SYK
STRYKER CORPORATION
+$129.2K
2,298
+25%
增持
CVX
CHEVRON CORP NEW
+$123.6K
9,993
+11%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$121.3K
16,684
-13%
增持
ROP
ROPER TECHNOLOGIES INC
+$119.6K
1,752
+32%
增持
CTAS
CINTAS CORP
+$113.4K
4,382
+27%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$110.9K
10,005
-5%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$107.8K
21,967
-9%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$107.7K
9,978
-21%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$106.1K
1,203
+30%
增持
T
AT&T INC
+$105.1K
13,649
+65%
增持
LOW
LOWES COS INC
+$104.9K
3,694
+18%
减持
GOOGL
ALPHABET INC
-$101.2K
10,212
-25%
增持
KR
KROGER CO
+$101.2K
4,875
+62%
增持
ARES
ARES MANAGEMENT CORPORATION
+$94.7K
2,074
+38%
减持
—
ASTRAZENECA PLC
-$94.2K
21,371
-20%
减持
USB
US BANCORP DEL
+$92.2K
35,804
-5%
增持
UAL
UNITED AIRLS HLDGS INC
+$88.5K
3,202
+15%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$87.9K
15,469
-5%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$87.1K
3,693
+47%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$86.4K
17,820
+9%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$86.4K
59,411
-6%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$85.3K
19,565
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$83.5K
1,110
+28%
减持
BWXT
BWX TECHNOLOGIES INC
-$82.8K
4,357
-4%
增持
DIS
DISNEY WALT CO
+$82.1K
5,054
+17%
增持
CEG
CONSTELLATION ENERGY CORP
+$81.4K
1,036
+20%
增持
SO
SOUTHERN CO
+$81.0K
4,251
+39%
增持
TRV
TRAVELERS COMPANIES INC
+$80.8K
1,186
+26%
增持
COP
CONOCOPHILLIPS
+$77.7K
20,086
+5%
增持
RF
REGIONS FINANCIAL CORP NEW
+$76.6K
14,837
+20%
增持
XLU
SELECT SECTOR SPDR TR
+$76.5K
9,636
+151%
增持
VZ
VERIZON COMMUNICATIONS INC
+$75.3K
11,390
+29%
增持
HWM
HOWMET AEROSPACE INC
+$74.8K
1,882
+19%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$72.0K
5,365
-1%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$71.7K
19,256
+7%
减持
MCD
MCDONALDS CORP
-$71.0K
6,501
-4%
增持
ABT
ABBOTT LABS
-$70.9K
16,158
+3%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$67.3K
4,647
-19%
增持
TJX
TJX COS INC NEW
+$66.8K
2,527
+14%
增持
STZ
CONSTELLATION BRANDS INC
+$65.1K
1,997
+28%
