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 |
|---|---|---|---|---|---|---|---|---|
| CGXU | CAPITAL GROUP | $1.56万 | 0.00% | 528 | 66 | 14.3% | $1,946 | 加仓 |
| KTOS | KRATOS DEFENSE | $1.59万 | 0.00% | 225 | -50 | -18.2% | -$3,526 | 减仓 |
| MAIN | MAIN STREET | $1.59万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES | $1.59万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL | $1.60万 | 0.00% | 71 | 71 | — | $1.60万 | 新建仓 |
| AVA | AVISTA CORP | $1.61万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS | $1.62万 | 0.00% | 67 | 67 | — | $1.62万 | 新建仓 |
| IHF | ISHARES U S | $1.63万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.64万 | 0.00% | 19 | 11 | 137.5% | $9,519 | 加仓 |
| VRT | VERTIV HOLDINGS | $1.68万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA | $1.68万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL | $1.68万 | 0.00% | 643 | 643 | — | $1.68万 | 新建仓 |
| GEV | GE VERNOVA | $1.75万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PROPERTIES | $1.76万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $1.76万 | 0.00% | 1,527 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN STANDARD | $1.77万 | 0.00% | 396 | 396 | — | $1.77万 | 新建仓 |
| DRS | LEONARDO DRS | $1.78万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.83万 | 0.00% | 142 | -37 | -20.7% | -$4,765 | 减仓 |
| SBUX | STARBUCKS CORP | $1.85万 | 0.00% | 207 | 205 | 10,250.0% | $1.84万 | 加仓 |
| SPLV | INVESCO S&P | $1.90万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $1.91万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA | $1.91万 | 0.00% | 52 | 52 | — | $1.91万 | 新建仓 |
| QTEC | FIRST TRUST | $1.92万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS | $1.92万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $1.95万 | 0.00% | 72 | 7 | 10.8% | $1,894 | 加仓 |
| QCLN | FIRST TRUST | $1.95万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| NUMV | NUVEEN ESG | $1.96万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES | $1.98万 | 0.00% | 4,279 | 71 | 1.7% | $329 | 加仓 |
| BKR | BAKER HUGHES | $1.98万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $2.00万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR LONG | $2.01万 | 0.00% | 724 | 119 | 19.7% | $3,300 | 加仓 |
| EOG | EOG RESOURCES | $2.01万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON | $2.02万 | 0.00% | 999 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $2.03万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $2.04万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL | $2.07万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES | $2.07万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $2.09万 | 0.00% | 62 | 62 | — | $2.09万 | 新建仓 |
| PYPL | PAYPAL HOLDINGS | $2.16万 | 0.00% | 477 | 201 | 72.8% | $9,093 | 加仓 |
| DFUV | DIMENSIONAL US | $2.21万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $2.24万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY | $2.30万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $2.31万 | 0.00% | 176 | 6 | 3.5% | $786 | 加仓 |
| PPG | PPG INDUSTRIES | $2.32万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD | $2.32万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON | $2.33万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS | $2.34万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $2.39万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN | $2.41万 | 0.00% | 236 | -59 | -20.0% | -$6,026 | 减仓 |
| IUSV | ISHARES CORE | $2.41万 | 0.00% | 236 | -937 | -79.9% | -$9.58万 | 减仓 |
| CRM | SALESFORCE INC | $2.43万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PROPERTY | $2.44万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA | $2.45万 | 0.00% | 1,195 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES | $2.46万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM | $2.48万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P | $2.49万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL | $2.52万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $2.52万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $2.55万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $2.56万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HOLDINGS | $2.60万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $2.61万 | 0.00% | 909 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES S&P | $2.62万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $2.63万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL | $2.69万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORP | $2.70万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $2.70万 | 0.00% | 150 | -167 | -52.7% | -$3.01万 | 减仓 |
| APH | AMPHENOL CORP | $2.70万 | 0.00% | 214 | -100 | -31.8% | -$1.26万 | 减仓 |
| XLE | STATE STREET | $2.74万 | 0.00% | 448 | -220 | -32.9% | -$1.35万 | 减仓 |
| UFPI | UFP INDUSTRIES | $2.76万 | 0.00% | 300 | 300 | — | $2.76万 | 新建仓 |
| YUM | YUM BRANDS INC | $2.77万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| AVMC | AVANTIS U S | $2.80万 | 0.00% | 387 | -27 | -6.5% | -$1,950 | 减仓 |
| PHO | INVESCO WATER | $2.84万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL | $2.92万 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $2.96万 | 0.00% | 49 | 48 | 4,800.0% | $2.90万 | 加仓 |
| COP | CONOCOPHILLIPS | $2.97万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $3.02万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE U S | $3.02万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $3.03万 | 0.00% | 125 | -254 | -67.0% | -$6.16万 | 减仓 |
| ELV | ELEVANCE HEALTH | $3.04万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET | $3.13万 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC | $3.15万 | 0.00% | 1,218 | 1,190 | 4,250.0% | $3.08万 | 加仓 |
| XLV | STATE STREET | $3.15万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATIONAL | $3.15万 | 0.00% | 672 | -150 | -18.2% | -$7,037 | 减仓 |
| KMB | KIMBERLY CLARK | $3.16万 | 0.00% | 328 | -150 | -31.4% | -$1.45万 | 减仓 |
| FISV | FISERV INC | $3.38万 | 0.00% | 606 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $3.42万 | 0.00% | 904 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD | $3.44万 | 0.00% | 375 | -67 | -15.2% | -$6,148 | 减仓 |
| PANW | PALO ALTO | $3.46万 | 0.00% | 216 | 16 | 8.0% | $2,565 | 加仓 |
| BNY | BANK NEW YORK | $3.48万 | 0.00% | 293 | 190 | 184.5% | $2.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $3.48万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN | $3.49万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO | $3.54万 | 0.00% | 174 | 16 | 10.1% | $3,255 | 加仓 |
| PFE | PFIZER INC | $3.57万 | 0.00% | 1,271 | 10 | 0.8% | $281 | 加仓 |
| DUK | DUKE ENERGY | $3.60万 | 0.00% | 275 | 167 | 154.6% | $2.19万 | 加仓 |
| FTAI | FTAI AVIATION | $3.67万 | 0.00% | 150 | -50 | -25.0% | -$1.23万 | 减仓 |
| LOW | LOWES COMPANIES | $3.69万 | 0.00% | 156 | 100 | 178.6% | $2.36万 | 加仓 |
| CGCV | CAPITAL GROUP | $3.69万 | 0.00% | 1,238 | 1,238 | — | $3.69万 | 新建仓 |
| SCHW | SCHWAB CHARLES | $3.76万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE | $3.78万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |