IAG Wealth Partners, LLC
WAUKESHA WI · SEC CIK 0001827261
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY | $4,468 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL | $4,549 | 0.00% | 59 | 59 | — | $4,549 | 新建仓 |
| VEU | VANGUARD FTSE | $4,581 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES | $4,620 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER | $4,645 | 0.00% | 16 | -19 | -54.3% | -$5,516 | 减仓 |
| OMFS | INVESCO RUSSELL | $4,708 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U S | $4,750 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP | $4,941 | 0.00% | 24 | -17 | -41.5% | -$3,500 | 减仓 |
| MA | MASTERCARD INC | $4,997 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVUS | AVANTIS U S | $5,003 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $5,027 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME | $5,388 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI | $5,429 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE | $5,464 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL | $5,499 | 0.00% | 62 | 12 | 24.0% | $1,064 | 加仓 |
| MET | METLIFE INC | $5,658 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY BLUE | $5,764 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE | $5,772 | 0.00% | 1,880 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM FOCUSED | $5,893 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $5,956 | 0.00% | 20 | 20 | — | $5,956 | 新建仓 |
| — | ISHARES MORNINGSTAR | $6,053 | 0.00% | 93 | -22 | -19.1% | -$1,432 | 减仓 |
| DOV | DOVER CORP | $6,254 | 0.00% | 30 | -3 | -9.1% | -$625 | 减仓 |
| MTN | VAIL RESORTS | $6,416 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $6,448 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR U S | $6,448 | 0.00% | 132 | 132 | — | $6,448 | 新建仓 |
| BAC | BANK AMERICA | $6,484 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $6,701 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL | $6,810 | 0.00% | 39 | 39 | — | $6,810 | 新建仓 |
| SYY | SYSCO CORP | $7,133 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $7,262 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $7,350 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL | $7,548 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $7,654 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S&P | $7,977 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P | $8,154 | 0.00% | 20 | 20 | — | $8,154 | 新建仓 |
| WWJD | INSPIRE INTL | $8,375 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES | $8,639 | 0.00% | 544 | -1,767 | -76.5% | -$2.81万 | 减仓 |
| ESML | ISHARES ESG | $8,699 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL | $8,777 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE | $8,952 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH | $9,045 | 0.00% | 500 | 500 | — | $9,045 | 新建仓 |
| NEM | NEWMONT CORP | $9,093 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG | $9,192 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS | $9,196 | 0.00% | 2,620 | 2,620 | — | $9,196 | 新建仓 |
| ARKG | ARK GENOMIC | $9,273 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| EIDO | ISHARES MSCI | $9,479 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $9,552 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P | $9,596 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI | $9,782 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION | $9,912 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $9,930 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI | $1.01万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $1.01万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $1.02万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED | $1.03万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP | $1.03万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE | $1.07万 | 0.00% | 130 | -10 | -7.1% | -$824 | 减仓 |
| CCL | CARNIVAL CORP | $1.09万 | 0.00% | 420 | 220 | 110.0% | $5,694 | 加仓 |
| NBIS | NEBIUS GROUP | $1.09万 | 0.00% | 105 | -6 | -5.4% | -$623 | 减仓 |
| HYG | ISHARES IBOXX | $1.09万 | 0.00% | 137 | 24 | 21.2% | $1,909 | 加仓 |
| MPWR | MONOLITHIC POWER | $1.09万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL | $1.10万 | 0.00% | 149 | 26 | 21.1% | $1,915 | 加仓 |
| RIO | RIO TINTO | $1.10万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS | $1.10万 | 0.00% | 100 | 17 | 20.5% | $1,876 | 加仓 |
| SQM | SOCIEDAD QUIMICA | $1.11万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC | $1.12万 | 0.00% | 520 | -245 | -32.0% | -$5,263 | 减仓 |
| FOXA | FOX CORP | $1.13万 | 0.00% | 193 | 193 | — | $1.13万 | 新建仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $1.13万 | 0.00% | 29 | 29 | — | $1.13万 | 新建仓 |
| BX | BLACKSTONE INC | $1.15万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE | $1.17万 | 0.00% | 120 | -5 | -4.0% | -$489 | 减仓 |
| CDNS | CADENCE DESIGN | $1.19万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $1.20万 | 0.00% | 900 | 500 | 125.0% | $6,650 | 加仓 |
| NVO | NOVO NORDISK | $1.20万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.20万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL | $1.23万 | 0.00% | 126 | -13 | -9.4% | -$1,264 | 减仓 |
| BUFF | INNOVATOR ETFS | $1.24万 | 0.00% | 250 | 250 | — | $1.24万 | 新建仓 |
| PKB | INVESCO BUILDING | $1.24万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $1.25万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US | $1.25万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP | $1.27万 | 0.00% | 434 | 258 | 146.6% | $7,575 | 加仓 |
| CDE | COEUR MINING | $1.30万 | 0.00% | 694 | 694 | — | $1.30万 | 新建仓 |
| IWB | ISHARES RUSSELL | $1.32万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC | $1.32万 | 0.00% | 2,750 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME | $1.33万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP DE | $1.36万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP | $1.39万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL | $1.39万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $1.42万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP | $1.43万 | 0.00% | 373 | 18 | 5.1% | $692 | 加仓 |
| VNM | VANECK VIETNAM | $1.43万 | 0.00% | 829 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER | $1.45万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $1.46万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| YLD | PRINCIPAL ACTIVE | $1.46万 | 0.00% | 769 | 769 | — | $1.46万 | 新建仓 |
| NOW | SERVICENOW INC | $1.46万 | 0.00% | 140 | 50 | 55.6% | $5,228 | 加仓 |
| — | ORION ENERGY | $1.49万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| SNPE | XTRACKERS S&P | $1.50万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI | $1.51万 | 0.00% | 109 | -766 | -87.5% | -$10.60万 | 减仓 |
| ALL | ALLSTATE CORP | $1.51万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER | $1.52万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.55万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |