IAG Wealth Partners, LLC
WAUKESHA WI · SEC CIK 0001827261
$10.10亿2026Q2 申报市值
508持仓数
43.2%前十大占比 · 第一大 7.3%
17 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PGIM SHORT 加仓+$1,593.83万
BRIE 加仓+$983.71万
AVIV 加仓+$716.87万
FELG 加仓+$399.01万
AVDE 加仓+$359.45万
2026Q2 卖出最多 按季末市值估算
DON 减仓-$173.05万
SJNK 减仓-$154.48万
HAP 减仓-$115.94万
SPTM 减仓-$109.11万
DBMF 减仓-$89.52万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTERNATIONAL | $4,396 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $4,437 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI | $4,774 | 0.00% | 170 | 3 | 1.8% | $84 | 加仓 |
| — | ANAVEX LIFE | $4,869 | 0.00% | 1,880 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE | $4,983 | 0.00% | 75 | 75 | — | $4,983 | 新建仓 |
| VXUS | VANGUARD TOTAL | $5,044 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE | $5,109 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $5,136 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP | $5,146 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $5,203 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U S | $5,365 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| OMFS | INVESCO RUSSELL | $5,547 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $5,726 | 0.00% | 40 | -136 | -77.3% | -$1.95万 | 减仓 |
| ISTB | ISHARES CORE | $5,742 | 0.00% | 119 | 119 | — | $5,742 | 新建仓 |
| AVUS | AVANTIS U S | $5,764 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $5,879 | 0.00% | 43 | -990 | -95.8% | -$13.54万 | 减仓 |
| VNQ | VANGUARD REAL | $5,979 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $6,222 | 0.00% | 50 | 50 | — | $6,222 | 新建仓 |
| WTS | WATTS WATER | $6,263 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $6,433 | 0.00% | 927 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM FOCUSED | $6,471 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES CORE | $6,716 | 0.00% | 154 | 154 | — | $6,716 | 新建仓 |
| DOV | DOVER CORP | $6,728 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $6,769 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS | $6,808 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE | $6,831 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EIDO | ISHARES MSCI | $6,914 | 0.00% | 611 | 11 | 1.8% | $124 | 加仓 |
| — | ISHARES MORNINGSTAR | $7,022 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $7,055 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR U S | $7,077 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY BLUE | $7,143 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA | $7,578 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $7,846 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $8,096 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME | $8,168 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES | $8,198 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $8,358 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WWJD | INSPIRE INTL | $8,541 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $8,559 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC | $8,819 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $8,949 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI | $8,997 | 0.00% | 41 | -10 | -19.6% | -$2,194 | 减仓 |
| PBA | PEMBINA PIPELINE | $9,250 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $9,737 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P | $9,914 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA | $1.01万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG | $1.03万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI | $1.04万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.06万 | 0.00% | 107 | -33 | -23.6% | -$3,276 | 减仓 |
| RSP | INVESCO S&P | $1.06万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION | $1.07万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS | $1.09万 | 0.00% | 2,620 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL | $1.09万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS | $1.09万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX | $1.10万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S&P | $1.11万 | 0.00% | 65 | 10 | 18.2% | $1,701 | 加仓 |
| SOFI | SOFI TECHNOLOGIES | $1.11万 | 0.00% | 617 | 73 | 13.4% | $1,309 | 加仓 |
| RIO | RIO TINTO | $1.12万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE | $1.12万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $1.12万 | 0.00% | 51 | -105 | -67.3% | -$2.32万 | 减仓 |
| CDE | COEUR MINING | $1.13万 | 0.00% | 694 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT | $1.15万 | 0.00% | 76 | 76 | — | $1.15万 | 新建仓 |
| VGK | VANGUARD FTSE | $1.15万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.18万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $1.20万 | 0.00% | 420 | 420 | — | $1.20万 | 新建仓 |
| VXF | VANGUARD EXTENDED | $1.23万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL | $1.27万 | 0.00% | 31 | -6 | -16.2% | -$2,457 | 减仓 |
| ADI | ANALOG DEVICES | $1.27万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $1.31万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS | $1.32万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME | $1.35万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $1.38万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC POWER | $1.38万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE | $1.39万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL | $1.39万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $1.41万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP | $1.43万 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.44万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH | $1.44万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER | $1.46万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC | $1.48万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER | $1.48万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK | $1.49万 | 0.00% | 103 | -190 | -64.8% | -$2.75万 | 减仓 |
| SGOL | ABRDN STANDARD | $1.51万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP DE | $1.52万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.52万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES | $1.52万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VNM | VANECK VIETNAM | $1.53万 | 0.00% | 829 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STREET | $1.56万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK | $1.56万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL | $1.57万 | 0.00% | 58 | 29 | 100.0% | $7,844 | 加仓 |
| IOO | ISHARES GLOBAL | $1.57万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION | $1.57万 | 0.00% | 92 | 92 | — | $1.57万 | 新建仓 |
| TDG | TRANSDIGM GROUP | $1.60万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN | $1.61万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| NUMV | NUVEEN ESG | $1.63万 | 0.00% | 375 | -130 | -25.7% | -$5,654 | 减仓 |
| AVA | AVISTA CORP | $1.64万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP | $1.66万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS | $1.71万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY | $1.72万 | 0.00% | 136 | -139 | -50.5% | -$1.76万 | 减仓 |