小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 71
减持 46
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
—
ASTRAZENECA PLC
+$3.3M
16,578
清仓
NVO
NOVO-NORDISK A S
-$2.9M
0
-100%
建仓
PYLD
PIMCO ETF TR
+$2.7M
104,014
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。
减持
GOOGL
ALPHABET INC
-$2.1M
3,689
-64%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.1M
5,495
-86%
建仓
JAAA
JANUS DETROIT STR TR
+$2.0M
39,623
清仓
—
ASTRAZENECA PLC
-$2.0M
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$1.9M
0
-100%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$1.9M
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.6M
12,098
-69%
增持
BIL
SPDR SERIES TRUST
+$1.5M
92,499
+21%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$1.5M
149,275
+40%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.3M
40,644
+90%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.3M
201,100
+25%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$1.2M
5,717
清仓
INTC
INTEL CORP
-$1.1M
0
-100%
建仓
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$1.1M
44,629
增持
WMT
WALMART INC
+$1.0M
15,014
+100%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$955.9K
12,679
+60%
增持
COST
COSTCO WHOLESALE CORPORATION
+$938.3K
1,543
+122%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$900.7K
94,189
+35%
增持
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$900.4K
58,389
+54%
减持
ANGL
VANECK ETF TRUST
-$892.4K
111,709
-20%
减持
AMGN
AMGEN INC
-$877.9K
1,532
-65%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$869.4K
7,480
+53%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$855.2K
7,622
+37%
增持
NVDA
NVIDIA CORPORATION
+$799.7K
34,091
+24%
清仓
LLY
ELI LILLY & CO
-$754.4K
0
-100%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$745.9K
18,597
-1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$733.7K
47,451
+58%
减持
MGOV
FIRST TR EXCHANGE-TRADED FD
-$732.4K
14,154
-72%
建仓
AMAT
APPLIED MATLS INC
+$647.1K
1,893
增持
MSFT
MICROSOFT CORP
-$631.4K
16,773
+19%
建仓
QCOM
QUALCOMM INC
+$618.9K
4,806
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$604.1K
304,512
+12%
增持
XAR
SPDR SERIES TRUST
+$603.6K
4,111
+125%
建仓
TMUS
T-MOBILE US INC
+$567.5K
2,702
建仓
LRCX
LAM RESEARCH CORP
+$566.8K
2,653
建仓
—
ASML HLDG NV
+$552.1K
418
减持
META
META PLATFORMS INC
-$551.5K
5,491
-2%
减持
PG
PROCTER & GAMBLE CO
-$549.7K
13,520
-23%
建仓
LMT
LOCKHEED MARTIN CORP
+$511.2K
845
建仓
MU
MICRON TECHNOLOGY INC
+$483.1K
1,430
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$449.8K
19,385
+34%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$449.1K
133,286
+19%
减持
HD
HOME DEPOT INC
-$419.5K
5,583
-15%
减持
COP
CONOCOPHILLIPS
+$402.7K
17,294
-14%
增持
QQQ
INVESCO QQQ TR
-$396.0K
25,267
+4%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$393.8K
10,717
-36%
增持
AMZN
AMAZON COM INC
+$393.4K
22,231
+21%
建仓
JHSC
JOHN HANCOCK EXCHANGE TRADED
+$382.8K
8,924
建仓
EIX
EDISON INTL
+$373.2K
5,100
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$372.0K
0
-100%
清仓
VLUE
ISHARES TR
-$363.6K
0
-100%
减持
IVW
ISHARES TR
-$351.2K
7,697
-22%
清仓
COF
CAPITAL ONE FINL CORP
-$351.2K
0
-100%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$342.4K
33,990
+38%
增持
GE
GE AEROSPACE
+$336.6K
2,009
+165%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$335.4K
0
-100%
清仓
HYLB
DBX ETF TR
-$330.4K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$330.1K
2,514
+137%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$328.8K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$312.0K
6,112
+40%
清仓
KR
KROGER CO
-$304.6K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$297.4K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$294.9K
4,328
减持
FXH
FIRST TR EXCHANGE-TRADED FD
-$289.9K
3,538
-41%
建仓
SGVT
SCHWAB STRATEGIC TR
+$288.8K
2,867
减持
SHEL
SHELL PLC
+$280.8K
24,690
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$280.7K
2,514
+126%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$280.1K
5,778
+34%
增持
GOOG
ALPHABET INC
+$264.1K
9,510
+21%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$263.4K
0
-100%
增持
VPLS
VANGUARD MALVERN FDS
+$254.6K
33,953
+11%
增持
ABBV
ABBVIE INC
+$243.3K
2,864
+72%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$239.0K
13,415
+34%
增持
UAL
UNITED AIRLS HLDGS INC
+$236.2K
6,454
+102%
增持
JPM
JPMORGAN CHASE & CO
+$232.0K
12,248
+17%
增持
HWM
HOWMET AEROSPACE INC
+$232.0K
2,681
+42%
减持
CVX
CHEVRON CORPORATION
+$229.3K
8,469
-15%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$228.0K
6,261
+63%
增持
V
VISA INC
+$224.8K
2,048
+82%
增持
TJX
TJX COS INC NEW
+$222.6K
3,824
+51%
增持
VOO
VANGUARD INDEX FDS
+$215.9K
3,082
+19%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$214.0K
1,840
+53%
增持
TRV
TRAVELERS COMPANIES INC
+$212.0K
1,906
+61%
清仓
TIPX
SPDR SERIES TRUST
-$202.2K
0
-100%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$202.0K
79,583
+14%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
-$197.8K
27,421
-13%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$191.2K
113,996
+7%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$181.0K
78,998
-3%
增持
CSCO
CISCO SYS INC
+$178.3K
14,137
+19%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$166.2K
109,242
+9%
增持
CEG
CONSTELLATION ENERGY CORP
+$164.0K
1,898
+83%
减持
UPS
UNITED PARCEL SVCS INC
-$156.2K
40,847
-3%
增持
—
EXXON MOBIL CORP
+$155.1K
2,181
+22%
增持
ABT
ABBOTT LABORATORIES
-$147.7K
18,279
+13%
增持
GLD
SPDR GOLD TR
+$147.5K
1,495
+20%
增持
JNJ
JOHNSON & JOHNSON
+$142.0K
3,706
+0%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$141.7K
67,527
+14%
减持
XLSR
SSGA ACTIVE TR
-$138.6K
24,694
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$137.2K
16,867
-12%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$135.5K
13,967
-10%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$132.8K
5,997
-33%
增持
AAPL
APPLE INC
-$129.5K
18,815
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$124.6K
15,829
+12%
减持
BWXT
BWX TECHNOLOGIES INC
+$114.6K
4,243
-3%
增持
VWOB
VANGUARD WHITEHALL FDS
+$112.4K
52,952
+6%
增持
FTXO
FIRST TR EXCHANGE TRADED FD
+$106.6K
18,302
+25%
增持
SRE
SEMPRA
+$104.4K
10,645
+1%
减持
LOW
LOWES COS INC
-$104.3K
3,329
-10%
减持
MAGS
LISTED FDS TR
-$103.4K
7,568
-8%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$102.5K
6,762
-19%
减持
VZ
VERIZON COMMUNICATIONS INC
+$100.4K
11,242
-1%
减持
RSMV
LISTED FDS TR
-$98.7K
15,659
-16%
增持
XLU
SELECT SECTOR SPDR TR
+$97.4K
11,086
+15%
增持
SCI
SERVICE CORP INTL
+$96.0K
13,628
+3%
增持
HAS
HASBRO INC
+$95.3K
4,183
+16%
减持
ADI
ANALOG DEVICES INC
-$93.4K
3,627
-21%
减持
CTAS
CINTAS CORP
-$92.8K
4,324
-1%
减持
EVRG
EVERGY INC
+$92.7K
12,498
-3%
减持
HON
HONEYWELL INTL INC
-$91.7K
10,609
-17%
增持
PNC
PNC FINL SVCS GROUP INC
+$91.1K
8,023
+6%
增持
ROP
ROPER TECHNOLOGIES INC
+$89.2K
2,456
+40%
增持
T
AT&T INC
+$88.6K
14,751
+8%
增持
RF
REGIONS FINANCIAL CORP NEW
+$86.1K
18,691
+26%
增持
MO
ALTRIA GROUP INC
+$86.0K
7,262
+6%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$80.5K
16,502
-7%
减持
CMCSA
COMCAST CORP NEW
-$79.8K
66,375
-0%
增持
TM
TOYOTA MOTOR CORP
+$79.0K
1,771
+33%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$78.6K
57,354
-5%
增持
SO
SOUTHERN CO
+$77.7K
4,645
+9%
增持
HMC
HONDA MOTOR CO LTD
+$74.3K
15,669
+51%
增持
PEG
PUBLIC SVC ENTERPRISE GROUP
+$73.8K
4,574
+24%
增持
CFG
CITIZENS FINL GROUP INC
+$72.2K
5,114
+27%
减持
USB
US BANCORP
-$71.3K
35,363
-1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
-$66.6K
75,797
+0%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$63.3K
50,566
-5%
减持
FISR
SSGA ACTIVE TR
-$62.8K
39,070
-5%
减持
XLC
SELECT SECTOR SPDR TR
-$62.2K
5,718
-3%
增持
AVGO
BROADCOM INC
+$61.7K
9,091
+14%
减持
MCD
MCDONALDS CORP
-$61.7K
6,196
-5%
减持
SYK
STRYKER CORPORATION
-$59.2K
2,278
-1%
增持
BILS
SPDR SERIES TRUST
+$58.8K
19,258
+3%
减持
IEI
ISHARES TR
-$57.8K
7,202
-6%
增持
XLI
SELECT SECTOR SPDR TR
+$57.5K
3,672
+6%
减持
SCHD
SCHWAB STRATEGIC TR
+$55.8K
19,600
-1%
减持
CERY
SPDR SERIES TRUST
+$55.5K
10,781
-5%
减持
PEP
PEPSICO INC
-$48.1K
8,134
-11%
