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 |
|---|---|---|---|---|---|---|---|---|
| WPM | WHEATON PRECIOUS | $3.93万 | 0.00% | 300 | -45 | -13.0% | -$5,896 | 减仓 |
| COF | CAPITAL ONE | $3.94万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| XNTK | STATE STREET | $3.96万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $4.00万 | 0.00% | 141 | 26 | 22.6% | $7,378 | 加仓 |
| TKO | TKO GROUP | $4.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $4.08万 | 0.00% | 528 | -39 | -6.9% | -$3,014 | 减仓 |
| IJS | ISHARES S&P | $4.15万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE | $4.15万 | 0.00% | 592 | 297 | 100.7% | $2.08万 | 加仓 |
| ARKK | ARK INNOVATION | $4.24万 | 0.00% | 627 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO S&P | $4.38万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP | $4.43万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION | $4.45万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL | $4.53万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD RUSSELL | $4.66万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT PHYSICAL | $4.77万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MFSG | MFS ACTIVE | $4.80万 | 0.01% | 1,874 | -40,308 | -95.6% | -$103.15万 | 减仓 |
| MPC | MARATHON PETROLEUM | $4.88万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $4.91万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| JPIB | JPMORGAN | $4.94万 | 0.01% | 1,034 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $5.07万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO-EAGLE | $5.16万 | 0.01% | 254 | -31 | -10.9% | -$6,292 | 减仓 |
| ASML | ASML HOLDING | $5.28万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $5.31万 | 0.01% | 1,382 | -6,366 | -82.2% | -$24.46万 | 减仓 |
| — | DIMENSIONAL US | $5.32万 | 0.01% | 852 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $5.32万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT | $5.37万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD | $5.39万 | 0.01% | 582 | -411 | -41.4% | -$3.81万 | 减仓 |
| FDX | FEDEX CORP | $5.41万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $5.43万 | 0.01% | 330 | 111 | 50.7% | $1.83万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5.45万 | 0.01% | 531 | 160 | 43.1% | $1.64万 | 加仓 |
| MO | ALTRIA GROUP | $5.52万 | 0.01% | 836 | 13 | 1.6% | $858 | 加仓 |
| PG | PROCTER & GAMBLE | $5.54万 | 0.01% | 384 | -55 | -12.5% | -$7,935 | 减仓 |
| NFLX | NETFLIX INC | $5.67万 | 0.01% | 590 | -220 | -27.2% | -$2.12万 | 减仓 |
| EPI | WISDOMTREE INDIA | $5.81万 | 0.01% | 1,424 | 1,398 | 5,376.9% | $5.70万 | 加仓 |
| FSSL | FS SPECIALTY | $5.87万 | 0.01% | 4,695 | -1,276 | -21.4% | -$1.60万 | 减仓 |
| WELL | WELLTOWER INC | $5.93万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL | $5.95万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $6.02万 | 0.01% | 624 | -295 | -32.1% | -$2.85万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $6.27万 | 0.01% | 70 | -1 | -1.4% | -$895 | 减仓 |
| UPS | UNITED PARCEL | $6.30万 | 0.01% | 640 | -527 | -45.2% | -$5.18万 | 减仓 |
| VGT | VANGUARD INFORMATION | $6.35万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH | $6.55万 | 0.01% | 442 | 103 | 30.4% | $1.53万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $6.69万 | 0.01% | 1,334 | -345 | -20.5% | -$1.73万 | 减仓 |
| ADP | AUTOMATIC DATA | $6.76万 | 0.01% | 333 | 1 | 0.3% | $203 | 加仓 |
| NFG | NATIONAL FUEL | $7.05万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P | $7.07万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG | $7.31万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO TOTAL | $7.40万 | 0.01% | 1,580 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER | $7.41万 | 0.01% | 1,088 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P | $7.43万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL | $7.47万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER | $7.52万 | 0.01% | 153 | 24 | 18.6% | $1.18万 | 加仓 |
| PRU | PRUDENTIAL FINANCIAL | $7.79万 | 0.01% | 798 | 46 | 6.1% | $4,492 | 加仓 |
| IEV | ISHARES EUROPE | $7.88万 | 0.01% | 1,160 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $7.88万 | 0.01% | 159 | 46 | 40.7% | $2.28万 | 加仓 |
| SPG | SIMON PROPERTY | $8.04万 | 0.01% | 431 | 116 | 36.8% | $2.16万 | 加仓 |
| NUSC | NUVEEN ESG | $8.43万 | 0.01% | 1,870 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $8.87万 | 0.01% | 714 | 202 | 39.5% | $2.51万 | 加仓 |
| SO | SOUTHERN COMPANY | $8.94万 | 0.01% | 926 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS | $8.96万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL | $9.01万 | 0.01% | 3,584 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $9.32万 | 0.01% | 1,752 | 398 | 29.4% | $2.12万 | 加仓 |
| IHDG | WISDOMTREE TRUST | $9.50万 | 0.01% | 1,973 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN | $9.52万 | 0.01% | 1,714 | 1,714 | — | $9.52万 | 新建仓 |
| GXC | STATE STREET | $9.91万 | 0.01% | 1,064 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD | $9.96万 | 0.01% | 1,130 | -200 | -15.0% | -$1.76万 | 减仓 |
| CSCO | CISCO SYSTEMS | $10.02万 | 0.01% | 1,292 | 178 | 16.0% | $1.38万 | 加仓 |
| XEL | XCEL ENERGY | $10.14万 | 0.01% | 1,276 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE | $10.68万 | 0.01% | 1,531 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST | $10.92万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS | $10.98万 | 0.01% | 192 | -30 | -13.5% | -$1.72万 | 减仓 |
| EFA | ISHARES MSCI | $10.99万 | 0.01% | 1,131 | 37 | 3.4% | $3,594 | 加仓 |
| TJX | TJX COS | $11.15万 | 0.01% | 698 | 130 | 22.9% | $2.08万 | 加仓 |
| AEE | AMEREN CORP | $11.20万 | 0.01% | 1,019 | 0 | 0.0% | — | 不变 |
| — | PGIM SHORT | $11.31万 | 0.01% | 2,281 | 2,281 | — | $11.31万 | 新建仓 |
| LNT | ALLIANT ENERGY | $11.34万 | 0.01% | 1,580 | -112 | -6.6% | -$8,037 | 减仓 |
| MRK | MERCK & COMPANY | $11.78万 | 0.01% | 979 | -59 | -5.7% | -$7,100 | 减仓 |
| SDY | STATE STREET | $11.89万 | 0.01% | 815 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT | $11.95万 | 0.01% | 520 | 97 | 22.9% | $2.23万 | 加仓 |
| PRF | INVESCO FTSE | $12.76万 | 0.01% | 2,684 | 10 | 0.4% | $475 | 加仓 |
| V | VISA INC | $12.85万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| EFAA | INVESCO MSCI | $13.02万 | 0.01% | 2,468 | 2,468 | — | $13.02万 | 新建仓 |
| XLP | STATE STREET | $13.15万 | 0.01% | 1,603 | 116 | 7.8% | $9,513 | 加仓 |
| SCHD | SCHWAB US | $13.22万 | 0.01% | 4,308 | 4,164 | 2,891.7% | $12.78万 | 加仓 |
| DFUS | DIMENSIONAL US | $13.33万 | 0.01% | 1,880 | 0 | 0.0% | — | 不变 |
| NUBD | NUVEEN ESG | $13.41万 | 0.01% | 6,039 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $13.74万 | 0.02% | 478 | 13 | 2.8% | $3,736 | 加仓 |
| GS | GOLDMAN SACHS | $14.13万 | 0.02% | 167 | -7 | -4.0% | -$5,922 | 减仓 |
| BRIE | MFS BLENDED | $14.13万 | 0.02% | 5,225 | 5,225 | — | $14.13万 | 新建仓 |
| VEA | VANGUARD FTSE | $14.44万 | 0.02% | 2,253 | 0 | 0.0% | — | 不变 |
| NUDM | NUVEEN ESG | $14.66万 | 0.02% | 4,060 | 240 | 6.3% | $8,666 | 加仓 |
| BALI | ISHARES U S | $14.78万 | 0.02% | 4,796 | 4,796 | — | $14.78万 | 新建仓 |
| AMGN | AMGEN INC | $14.91万 | 0.02% | 424 | 84 | 24.7% | $2.95万 | 加仓 |
| USFR | WISDOMTREE FLOATING | $14.95万 | 0.02% | 2,969 | -5,705 | -65.8% | -$28.72万 | 减仓 |
| NIC | NICOLET BANKSHARES | $15.11万 | 0.02% | 1,017 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR | $15.20万 | 0.02% | 462 | 25 | 5.7% | $8,223 | 加仓 |
| AMAT | APPLIED MATERIALS | $15.20万 | 0.02% | 445 | 1 | 0.2% | $342 | 加仓 |
| PBP | INVESCO S&P | $15.21万 | 0.02% | 6,917 | 6,917 | — | $15.21万 | 新建仓 |
| BMNR | BITMINE IMMERSION | $15.53万 | 0.02% | 7,853 | 6,116 | 352.1% | $12.10万 | 加仓 |
| FEX | FIRST TRUST | $16.06万 | 0.02% | 1,317 | -600 | -31.3% | -$7.32万 | 减仓 |