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 |
|---|---|---|---|---|---|---|---|---|
| SNPE | XTRACKERS S&P | $1.74万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $1.74万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES | $1.74万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $1.80万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES | $1.80万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC | $1.82万 | 0.00% | 2,750 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP | $1.83万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA | $1.83万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $1.87万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI | $1.88万 | 0.00% | 120 | 11 | 10.1% | $1,727 | 加仓 |
| EGP | EASTGROUP PROPERTIES | $1.92万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $1.93万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL | $1.93万 | 0.00% | 162 | -100 | -38.2% | -$1.19万 | 减仓 |
| SPLV | INVESCO S&P | $1.95万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES | $1.96万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | ORION ENERGY | $1.99万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES | $2.01万 | 0.00% | 4,360 | 81 | 1.9% | $374 | 加仓 |
| CRM | SALESFORCE INC | $2.04万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $2.06万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS | $2.07万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS | $2.07万 | 0.00% | 479 | 2 | 0.4% | $86 | 加仓 |
| F | FORD MOTOR | $2.12万 | 0.00% | 1,527 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM | $2.16万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES U S | $2.16万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL | $2.19万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $2.23万 | 0.00% | 909 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $2.24万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $2.24万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA | $2.29万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.29万 | 0.00% | 61 | 41 | 205.0% | $1.54万 | 加仓 |
| TTC | TORO CO | $2.34万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $2.35万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR LONG | $2.35万 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL | $2.36万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET | $2.38万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS | $2.39万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $2.41万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY | $2.42万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON | $2.44万 | 0.00% | 999 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA | $2.47万 | 0.00% | 1,229 | 34 | 2.8% | $683 | 加仓 |
| COP | CONOCOPHILLIPS | $2.50万 | 0.00% | 240 | 15 | 6.7% | $1,559 | 加仓 |
| DFUV | DIMENSIONAL US | $2.51万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL | $2.51万 | 0.00% | 3,677 | 3,677 | — | $2.51万 | 新建仓 |
| QCLN | FIRST TRUST | $2.58万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE | $2.60万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATIONAL | $2.61万 | 0.00% | 672 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $2.62万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2.62万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $2.62万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES | $2.63万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P | $2.64万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $2.68万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $2.69万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.72万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES | $2.72万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORP | $2.81万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION | $2.82万 | 0.00% | 57 | -67 | -54.0% | -$3.32万 | 减仓 |
| GDX | VANECK GOLD | $2.83万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2.85万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PROPERTY | $2.86万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP | $2.90万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL | $2.92万 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER | $2.94万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $2.98万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN | $2.98万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $3.02万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $3.04万 | 0.00% | 389 | 389 | — | $3.04万 | 新建仓 |
| PFE | PFIZER INC | $3.08万 | 0.00% | 1,280 | 9 | 0.7% | $217 | 加仓 |
| IUSG | ISHARES S&P | $3.18万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| AVMC | AVANTIS U S | $3.22万 | 0.00% | 401 | 14 | 3.6% | $1,123 | 加仓 |
| EDIV | STATE STREET | $3.25万 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE U S | $3.26万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP | $3.27万 | 0.00% | 693 | 436 | 169.6% | $2.06万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $3.31万 | 0.00% | 365 | -166 | -31.3% | -$1.50万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS | $3.32万 | 0.00% | 904 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS | $3.37万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP | $3.39万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $3.40万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET | $3.41万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK | $3.60万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS | $3.68万 | 0.00% | 131 | 64 | 95.5% | $1.80万 | 加仓 |
| SCHW | SCHWAB CHARLES | $3.69万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC | $3.75万 | 0.00% | 1,218 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $3.77万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HOLDINGS | $3.89万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO-EAGLE | $3.94万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM | $3.95万 | 0.00% | 3,323 | -14,900 | -81.8% | -$17.72万 | 减仓 |
| MS | MORGAN STANLEY | $3.97万 | 0.00% | 190 | -140 | -42.4% | -$2.93万 | 减仓 |
| ELV | ELEVANCE HEALTH | $4.02万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT PHYSICAL | $4.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP | $4.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN | $4.03万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION | $4.06万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE | $4.16万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $4.21万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $4.30万 | 0.00% | 294 | -90 | -23.4% | -$1.32万 | 减仓 |
| MGEE | MGE ENERGY INC | $4.31万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $4.33万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $4.39万 | 0.00% | 896 | 290 | 47.9% | $1.42万 | 加仓 |
| HPE | HEWLETT PACKARD | $4.40万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |