Wealth Advisors of Iowa, LLC
WEST DES MOINES IA · SEC CIK 0001803005
$3.23亿2026Q1 申报市值
87持仓数
70.2%前十大占比 · 第一大 11.6%
10 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 加仓+$3,587.07万
MINT 新建仓+$388.15万
BIL 加仓+$381.18万
LDUR 加仓+$313.49万
SPDW 加仓+$223.55万
2026Q1 卖出最多 按季末市值估算
QGRO 减仓-$1,414.64万
USMC 减仓-$922.26万
JPST 清仓-$505.18万
QINT 减仓-$247.22万
JQUA 减仓-$144.00万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $3,748.53万 | 11.60% | 372,395 | 356,355 | 2,221.7% | $3,587.07万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,526.00万 | 10.91% | 635,087 | 16,125 | 2.6% | $89.53万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,959.59万 | 9.16% | 648,321 | 48,971 | 8.2% | $223.55万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,865.24万 | 8.86% | 149,294 | -688 | -0.5% | -$13.20万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,453.15万 | 7.59% | 320,506 | -284 | -0.1% | -$2.17万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,348.18万 | 7.26% | 415,019 | 31,483 | 8.2% | $178.13万 | 加仓 |
| USMV | ISHARES TR | $1,830.05万 | 5.66% | 197,331 | 695 | 0.4% | $6.45万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,696.98万 | 5.25% | 369,793 | -7,902 | -2.1% | -$36.26万 | 减仓 |
| BIL | SPDR SERIES TRUST | $648.39万 | 2.01% | 70,754 | 41,595 | 142.6% | $381.18万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $607.28万 | 1.88% | 92,800 | -37,778 | -28.9% | -$247.22万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $545.82万 | 1.69% | 55,747 | 9,252 | 19.9% | $90.59万 | 加仓 |
| AAPL | APPLE INC | $533.34万 | 1.65% | 21,015 | -1,045 | -4.7% | -$26.52万 | 减仓 |
| IVV | ISHARES TR | $518.08万 | 1.60% | 7,931 | -788 | -9.0% | -$51.47万 | 减仓 |
| EFAV | ISHARES TR | $488.45万 | 1.51% | 53,459 | -3,548 | -6.2% | -$32.42万 | 减仓 |
| LDUR | PIMCO ETF TR | $475.04万 | 1.47% | 49,576 | 32,716 | 194.0% | $313.49万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $396.54万 | 1.23% | 61,659 | -143,403 | -69.9% | -$922.26万 | 减仓 |
| MINT | PIMCO ETF TR | $388.15万 | 1.20% | 38,595 | 38,595 | — | $388.15万 | 新建仓 |
| BOND | PIMCO ETF TR | $378.98万 | 1.17% | 41,068 | 19,885 | 93.9% | $183.50万 | 加仓 |
| PYLD | PIMCO ETF TR | $315.84万 | 0.98% | 120,551 | 25,399 | 26.7% | $66.55万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $273.40万 | 0.85% | 56,580 | 14,009 | 32.9% | $67.69万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $256.64万 | 0.79% | 41,853 | -23,484 | -35.9% | -$144.00万 | 减仓 |
| IUSV | ISHARES TR | $255.28万 | 0.79% | 24,966 | -91 | -0.4% | -$9,305 | 减仓 |
| DE | DEERE & CO | $253.47万 | 0.78% | 4,500 | 2,485 | 123.3% | $139.97万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.67% | 3 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $212.75万 | 0.66% | 7,417 | 44 | 0.6% | $1.26万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $211.52万 | 0.65% | 45,090 | 13,241 | 41.6% | $62.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $191.32万 | 0.59% | 1,920 | 39 | 2.1% | $3.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $188.16万 | 0.58% | 5,083 | -519 | -9.3% | -$19.21万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $183.78万 | 0.57% | 2,524 | 281 | 12.5% | $20.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $181.26万 | 0.56% | 10,393 | -191 | -1.8% | -$3.33万 | 减仓 |
| AMZN | AMAZON COM INC | $179.09万 | 0.55% | 8,599 | -286 | -3.2% | -$5.96万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $172.70万 | 0.53% | 3,604 | -66 | -1.8% | -$3.16万 | 减仓 |
| GLD | SPDR GOLD TR | $167.64万 | 0.52% | 3,896 | 768 | 24.6% | $33.05万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $155.25万 | 0.48% | 25,343 | -12,501 | -33.0% | -$76.58万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $135.10万 | 0.42% | 36,318 | 36,318 | — | $135.10万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $104.38万 | 0.32% | 3,549 | 50 | 1.4% | $1.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $103.54万 | 0.32% | 2,370 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $95.12万 | 0.29% | 1,034 | 10 | 1.0% | $9,199 | 加仓 |
| GOOGL | ALPHABET INC | $91.21万 | 0.28% | 3,172 | 46 | 1.5% | $1.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $90.18万 | 0.28% | 1,562 | 200 | 14.7% | $11.55万 | 加仓 |
| META | META PLATFORMS INC | $88.64万 | 0.27% | 1,549 | 188 | 13.8% | $10.76万 | 加仓 |
| MUB | ISHARES TR | $88.23万 | 0.27% | 8,312 | 6 | 0.1% | $637 | 加仓 |
| PMBS | PIMCO ETF TR | $83.49万 | 0.26% | 16,833 | 16,833 | — | $83.49万 | 新建仓 |
| V | VISA INC | $81.92万 | 0.25% | 2,710 | 177 | 7.0% | $5.35万 | 加仓 |
| CAT | CATERPILLAR INC | $74.70万 | 0.23% | 1,054 | 1 | 0.1% | $709 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $69.28万 | 0.21% | 9,654 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $58.59万 | 0.18% | 1,783 | 4 | 0.2% | $1,314 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $55.28万 | 0.17% | 1,690 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $53.92万 | 0.17% | 2,888 | -32 | -1.1% | -$5,974 | 减仓 |
| SLV | ISHARES SILVER TR | $50.46万 | 0.16% | 7,405 | 583 | 8.5% | $3.97万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $47.66万 | 0.15% | 7,438 | 89 | 1.2% | $5,703 | 加仓 |
| WRB | BERKLEY W R CORP | $45.81万 | 0.14% | 6,912 | 30 | 0.4% | $1,988 | 加仓 |
| VOO | VANGUARD INDEX FDS | $43.45万 | 0.13% | 727 | 727 | — | $43.45万 | 新建仓 |
| AVGO | BROADCOM INC | $43.36万 | 0.13% | 1,401 | 47 | 3.5% | $1.45万 | 加仓 |
| RTX | RTX CORPORATION | $43.08万 | 0.13% | 2,233 | 10 | 0.4% | $1,929 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $43.07万 | 0.13% | 1,762 | 125 | 7.6% | $3.06万 | 加仓 |
| AMAT | APPLIED MATLS INC | $42.55万 | 0.13% | 1,245 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $41.21万 | 0.13% | 4,373 | 4,373 | — | $41.21万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $38.51万 | 0.12% | 10,178 | -126 | -1.2% | -$4,768 | 减仓 |
| — | EXXON MOBIL CORP | $37.96万 | 0.12% | 2,237 | 236 | 11.8% | $4.00万 | 加仓 |
| WMT | WALMART INC | $35.13万 | 0.11% | 2,826 | 50 | 1.8% | $6,215 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.07万 | 0.11% | 1,447 | 30 | 2.1% | $7,271 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.14万 | 0.11% | 1,678 | 100 | 6.3% | $2.03万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $33.39万 | 0.10% | 3,179 | -134,674 | -97.7% | -$1,414.64万 | 减仓 |
| TSLA | TESLA INC | $32.71万 | 0.10% | 880 | 19 | 2.2% | $7,063 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $32.10万 | 0.10% | 1,941 | 296 | 18.0% | $4.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $31.77万 | 0.10% | 2,200 | 2 | 0.1% | $289 | 加仓 |
| VTV | VANGUARD INDEX FDS | $31.20万 | 0.10% | 1,590 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $30.04万 | 0.09% | 1,934 | 6 | 0.3% | $932 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $30.00万 | 0.09% | 14,690 | 150 | 1.0% | $3,063 | 加仓 |
| IWB | ISHARES TR | $29.66万 | 0.09% | 832 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $29.18万 | 0.09% | 2,426 | 41 | 1.7% | $4,932 | 加仓 |
| CVX | CHEVRON CORPORATION | $29.13万 | 0.09% | 1,408 | 22 | 1.6% | $4,552 | 加仓 |
| ADBE | ADOBE INC | $27.71万 | 0.09% | 1,140 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $27.62万 | 0.09% | 2,778 | -2,289 | -45.2% | -$22.76万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $27.36万 | 0.08% | 14,008 | -4,505 | -24.3% | -$8.80万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $26.96万 | 0.08% | 13,735 | -153 | -1.1% | -$3,003 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.36万 | 0.08% | 1,226 | 1,226 | — | $26.36万 | 新建仓 |
| MCD | MCDONALDS CORP | $25.44万 | 0.08% | 819 | 2 | 0.2% | $621 | 加仓 |
| SBUX | STARBUCKS CORP | $24.77万 | 0.08% | 2,764 | -8 | -0.3% | -$717 | 减仓 |
| KO | COCA COLA CO | $24.52万 | 0.08% | 3,224 | 128 | 4.1% | $9,735 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $24.16万 | 0.07% | 4,986 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.88万 | 0.07% | 3,607 | 3,607 | — | $21.88万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.06万 | 0.07% | 2,190 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $20.58万 | 0.06% | 4,100 | 4,100 | — | $20.58万 | 新建仓 |
| WFC | WELLS FARGO & CO | $20.29万 | 0.06% | 2,549 | 2,549 | — | $20.29万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.15万 | 0.06% | 928 | 928 | — | $20.15万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -99,858 | -100.0% | -$505.18万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -7,445 | -100.0% | -$36.92万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,065 | -100.0% | -$20.76万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -840 | -100.0% | -$20.69万 | 清仓 |
| — | VILLAGE FARMS INTL INC | $0 | 0.00% | 0 | -18,575 | -100.0% | -$6.78万 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -22,224 | -100.0% | -$1.64万 | 清仓 |