13F 机构持仓

IAG Wealth Partners, LLC

WAUKESHA WI · SEC CIK 0001827261

2026Q22026Q1 更早 9 个季度 🔒
$8.96亿2026Q1 申报市值
509持仓数
44.4%前十大占比 · 第一大 7.2%
35 / 24新建仓 / 清仓
申报市值走势$10.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 7.2%
JBND 6.7%
MMIT 5.1%
AVIV 4.8%
GSLC 4.5%
DLN 4.0%
DIVB 3.1%
GSIE 3.1%
DON 2.9%
IVV 2.8%

2026Q1 买入最多 按季末市值估算

FELG 加仓+$2,024.69万
AVDE 加仓+$378.32万
AVIV 加仓+$291.96万
SPYM 加仓+$259.55万
GSIE 加仓+$204.10万

2026Q1 卖出最多 按季末市值估算

HAP 减仓-$534.24万
JBND 减仓-$490.47万
SFLO 减仓-$168.88万
PULS 减仓-$150.98万
MFSG 减仓-$103.15万

2026Q1 持仓明细 点表头排序 · 每页 100 行

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
RWR STATE STREET $00.00%0 -875-100.0% -$8.60万 清仓
JAAA JANUS HENDERSON $00.00%0 -1,340-100.0% -$6.78万 清仓
FLIN FRANKLIN FTSE $00.00%0 -1,700-100.0% -$6.56万 清仓
— EXACT SCIENCES $00.00%0 -640-100.0% -$6.50万 清仓
DVY ISHARES SELECT $00.00%0 -412-100.0% -$5.81万 清仓
AOS SMITH AO $00.00%0 -261-100.0% -$1.75万 清仓
HII HUNTINGTON INGALLS $00.00%0 -36-100.0% -$1.22万 清仓
— NEW GOLD $00.00%0 -1,400-100.0% -$1.22万 清仓
OSCR OSCAR HEALTH $00.00%0 -538-100.0% -$7,731 清仓
OEF ISHARES S&P $00.00%0 -19-100.0% -$6,516 清仓
MSM MSC INDL $00.00%0 -59-100.0% -$4,962 清仓
SCHF SCHWAB INTL $00.00%0 -138-100.0% -$3,318 清仓
IGSB ISHARES 1-5 $00.00%0 -60-100.0% -$3,173 清仓
SPIB STATE STREET $00.00%0 -93-100.0% -$3,144 清仓
RSPT INVESCO S&P $00.00%0 -66-100.0% -$3,004 清仓
TDIV FIRST TRUST $00.00%0 -30-100.0% -$2,905 清仓
VOT VANGUARD MID $00.00%0 -4-100.0% -$1,117 清仓
TSCO TRACTOR SUPPLY $00.00%0 -11-100.0% -$550 清仓
NDSN NORDSON CORP $00.00%0 -2-100.0% -$481 清仓
ORC ORCHID ISLAND $00.00%0 -66-100.0% -$475 清仓
CL COLGATE-PALMOLIVE $00.00%0 -6-100.0% -$474 清仓
TGT TARGET CORP $00.00%0 -4-100.0% -$391 清仓
BBAI BIGBEAR AI $00.00%0 -41-100.0% -$221 清仓
USB U S BANCORP DE $00.00%0 0— — 清仓
— AVANOS MEDICAL $280.00%2 00.0% — 不变
ACCO ACCO BRANDS $540.00%18 00.0% — 不变
WEN WENDYS CO $1880.00%27 00.0% — 不变
NOK NOKIA CORP $2330.00%29 00.0% — 不变
NKE NIKE INC $3170.00%6 00.0% — 不变
ANGX ANGEL STUDIOS $4420.00%145 00.0% — 不变
QSR RESTAURANT BRANDS $4430.00%6 00.0% — 不变
UEC URANIUM ENERGY $4460.00%33 00.0% — 不变
LUMN LUMEN TECHNOLOGIES $4520.00%65 00.0% — 不变
C CITIGROUP INC $4540.00%4 00.0% — 不变
PNW PINNACLE WEST $5040.00%5 00.0% — 不变
QS QUANTUMSCAPE CORP $5100.00%80 00.0% — 不变
NAT NORDIC AMERICAN $5860.00%100 00.0% — 不变
FITB FIFTH THIRD $6040.00%13 00.0% — 不变
MBC MASTERBRAND INC $6650.00%80 00.0% — 不变
GIL GILDAN ACTIVEWEAR $6680.00%12 12— $668 新建仓
VOE VANGUARD MID $7370.00%4 00.0% — 不变
BHF BRIGHTHOUSE FINANCIAL $7780.00%13 00.0% — 不变
SOLV SOLVENTUM CORP $7840.00%12 00.0% — 不变
DGX QUEST DIAGNOSTICS $7840.00%4 00.0% — 不变
— AMPLIFY ALTERNATIVE $8750.00%38 00.0% — 不变
KHC KRAFT HEINZ $9220.00%41 00.0% — 不变
ELS EQUITY LIFESTYLE $9360.00%15 00.0% — 不变
FIP FTAI INFRASTRUCTURE $9880.00%200 00.0% — 不变
TWIN TWIN DISC $9950.00%66 00.0% — 不变
GEHC GE HEALTHCARE $9970.00%14 00.0% — 不变
GD GENERAL DYNAMICS $1,0300.00%3 -12-80.0% -$4,120 减仓
TECH BIO-TECHNE $1,0450.00%20 00.0% — 不变
CBRL CRACKER BARREL $1,1240.00%40 00.0% — 不变
VAC MARRIOTT VACATIONS $1,2370.00%19 00.0% — 不变
AMP AMERIPRISE FINANCIAL $1,2440.00%3 00.0% — 不变
DJT TRUMP MEDIA $1,4480.00%156 00.0% — 不变
VIA VIA TRANSN $1,5000.00%100 100— $1,500 新建仓
VSNT VERSANT MEDIA $1,5910.00%43 43— $1,591 新建仓
VOD VODAFONE GROUP $1,6370.00%109 00.0% — 不变
QDEL QUIDELORTHO CORP $1,6430.00%100 00.0% — 不变
FNDE SCHWAB FUNDAMENTAL $1,6450.00%43 00.0% — 不变
JEPI JPMORGAN $1,8140.00%32 00.0% — 不变
BP BP PLC $1,8800.00%40 00.0% — 不变
TOL TOLL BROTHERS $2,0400.00%15 00.0% — 不变
FNDX SCHWAB FUNDAMENTAL $2,1720.00%78 00.0% — 不变
TCAF T ROWE $2,2070.00%62 00.0% — 不变
XLC STATE STREET $2,2170.00%20 -80-80.0% -$8,868 减仓
DEO DIAGEO PLC $2,2340.00%30 00.0% — 不变
PHM PULTEGROUP INC $2,3050.00%20 00.0% — 不变
CSIQ CANADIAN SOLAR $2,3130.00%167 00.0% — 不变
EXC EXELON CORP $2,4020.00%49 00.0% — 不变
FNDF SCHWAB FUNDAMENTAL $2,4950.00%51 00.0% — 不变
ISMD INSPIRE SMALL $2,5180.00%63 00.0% — 不变
ZIM ZIM INTEGRATED $2,5560.00%97 00.0% — 不变
IREN IREN LTD $2,6730.00%78 -6-7.1% -$206 减仓
FE FIRSTENERGY CORP $2,6850.00%53 00.0% — 不变
— SIREN NEXGEN $2,6870.00%128 00.0% — 不变
— SILA REALTY $2,7710.00%117 00.0% — 不变
CCI CROWN CASTLE $2,9270.00%36 00.0% — 不变
BBRE JPMORGAN BETABUILDERS $3,0620.00%32 00.0% — 不变
FBIN FORTUNE BRANDS $3,1180.00%80 00.0% — 不变
DELL DELL TECHNOLOGIES $3,1180.00%19 00.0% — 不变
BSX BOSTON SCIENTIFIC $3,1380.00%50 00.0% — 不变
SHEL SHELL PLC $3,1620.00%34 34— $3,162 新建仓
GLW CORNING INC $3,2630.00%24 00.0% — 不变
GDXJ VANECK JR $3,3610.00%28 00.0% — 不变
HRL HORMEL FOODS $3,3980.00%150 00.0% — 不变
PJUL INNOVATOR U S $3,4020.00%74 74— $3,402 新建仓
EQH EQUITABLE HOLDINGS $3,4730.00%94 00.0% — 不变
IRWD IRONWOOD PHARMACEUTICALS $3,5100.00%1,000 1,000— $3,510 新建仓
BJUL INNOVATOR U S $3,5770.00%72 72— $3,577 新建仓
— LIFEMD INC $3,6100.00%1,000 00.0% — 不变
ZBH ZIMMER BIOMET $3,6170.00%40 00.0% — 不变
AXP AMERICAN EXPRESS $3,6300.00%12 12— $3,630 新建仓
UBER UBER TECHNOLOGIES $3,6680.00%51 51— $3,668 新建仓
STZ CONSTELLATION BRANDS $3,7500.00%25 00.0% — 不变
EOLS EVOLUS INC $3,8100.00%927 00.0% — 不变
MATW MATTHEWS INTL CORP CL A $3,9500.00%153 00.0% — 不变
MDLZ MONDELEZ INTERNATIONAL $4,3810.00%76 00.0% — 不变
MGNR AMERICAN BEACON $4,3840.00%85 00.0% — 不变