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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR | $4.44万 | 0.00% | 93 | -10 | -9.7% | -$4,776 | 减仓 |
| DGRO | ISHARES CORE | $4.49万 | 0.00% | 592 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD | $4.62万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $4.76万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P | $4.78万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY | $4.88万 | 0.00% | 4,374 | -321 | -6.8% | -$3,579 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $4.89万 | 0.00% | 50 | -20 | -28.6% | -$1.96万 | 减仓 |
| SPGP | INVESCO S&P | $4.98万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| JPIB | JPMORGAN | $5.00万 | 0.00% | 1,034 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $5.07万 | 0.01% | 627 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $5.07万 | 0.01% | 122 | 50 | 69.4% | $2.08万 | 加仓 |
| CTAS | CINTAS CORP | $5.10万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM | $5.11万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $5.27万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD RUSSELL | $5.35万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $5.67万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL | $5.79万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $5.79万 | 0.01% | 512 | -202 | -28.3% | -$2.29万 | 减仓 |
| SLV | ISHARES SILVER | $5.82万 | 0.01% | 1,088 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $5.86万 | 0.01% | 113 | -46 | -28.9% | -$2.39万 | 减仓 |
| BMO | BANK MONTREAL | $5.92万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $5.95万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US | $5.96万 | 0.01% | 852 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $6.01万 | 0.01% | 624 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $6.02万 | 0.01% | 1,421 | 87 | 6.5% | $3,684 | 加仓 |
| XNTK | STATE STREET | $6.06万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $6.09万 | 0.01% | 846 | 10 | 1.2% | $720 | 加仓 |
| EPI | WISDOMTREE INDIA | $6.09万 | 0.01% | 1,424 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT | $6.45万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER | $6.47万 | 0.01% | 129 | -24 | -15.7% | -$1.20万 | 减仓 |
| CGCV | CAPITAL GROUP | $6.69万 | 0.01% | 2,038 | 800 | 64.6% | $2.63万 | 加仓 |
| MAR | MARRIOTT INTL | $6.74万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $6.81万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO | $6.82万 | 0.01% | 200 | -16 | -7.4% | -$5,456 | 减仓 |
| UPS | UNITED PARCEL | $6.88万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON | $6.89万 | 0.01% | 455 | 307 | 207.4% | $4.65万 | 加仓 |
| VYM | VANGUARD HIGH | $6.98万 | 0.01% | 442 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY | $7.04万 | 0.01% | 315 | -116 | -26.9% | -$2.59万 | 减仓 |
| MU | MICRON TECHNOLOGY | $7.16万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| SJNK | STATE STREET | $7.32万 | 0.01% | 2,926 | -61,719 | -95.5% | -$154.48万 | 减仓 |
| GTO | INVESCO TOTAL | $7.41万 | 0.01% | 1,580 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA | $7.46万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG | $7.87万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $7.88万 | 0.01% | 1,752 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING | $7.96万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P | $7.99万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD | $8.53万 | 0.01% | 1,130 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P | $8.60万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES EUROPE | $8.60万 | 0.01% | 1,180 | 20 | 1.7% | $1,457 | 加仓 |
| TJX | TJX COS | $8.61万 | 0.01% | 568 | -130 | -18.6% | -$1.97万 | 减仓 |
| PRU | PRUDENTIAL FINANCIAL | $8.69万 | 0.01% | 805 | 7 | 0.9% | $755 | 加仓 |
| SO | SOUTHERN COMPANY | $8.86万 | 0.01% | 926 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL | $9.03万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| GXC | STATE STREET | $9.21万 | 0.01% | 1,064 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT | $9.43万 | 0.01% | 423 | -97 | -18.7% | -$2.16万 | 减仓 |
| VGT | VANGUARD INFORMATION | $9.66万 | 0.01% | 808 | 80 | 11.0% | $9,562 | 加仓 |
| META | META PLATFORMS | $9.74万 | 0.01% | 173 | -19 | -9.9% | -$1.07万 | 减仓 |
| AMD | ADVANCED MICRO | $9.76万 | 0.01% | 168 | -6 | -3.4% | -$3,485 | 减仓 |
| REET | ISHARES GLOBAL | $9.90万 | 0.01% | 3,584 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY | $10.25万 | 0.01% | 1,276 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE FLOATING | $10.27万 | 0.01% | 2,040 | -929 | -31.3% | -$4.68万 | 减仓 |
| IHDG | WISDOMTREE TRUST | $10.33万 | 0.01% | 1,973 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG | $10.37万 | 0.01% | 1,989 | 119 | 6.4% | $6,202 | 加仓 |
| JEPQ | JPMORGAN | $10.53万 | 0.01% | 1,714 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS | $10.54万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $11.52万 | 0.01% | 1,019 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI | $11.75万 | 0.01% | 1,131 | 0 | 0.0% | — | 不变 |
| NUBD | NUVEEN ESG | $11.91万 | 0.01% | 5,380 | -659 | -10.9% | -$1.46万 | 减仓 |
| T | AT&T INC | $11.93万 | 0.01% | 5,762 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY | $12.05万 | 0.01% | 1,580 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET | $12.40万 | 0.01% | 815 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $12.43万 | 0.01% | 343 | -81 | -19.1% | -$2.93万 | 减仓 |
| NOC | NORTHROP GRUMMAN | $12.53万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY | $12.61万 | 0.01% | 981 | 2 | 0.2% | $257 | 加仓 |
| IEMG | ISHARES CORE | $12.97万 | 0.01% | 1,566 | 35 | 2.3% | $2,899 | 加仓 |
| CSCO | CISCO SYSTEMS | $13.09万 | 0.01% | 1,114 | -178 | -13.8% | -$2.09万 | 减仓 |
| RDVY | FIRST TRUST | $13.15万 | 0.01% | 1,622 | 22 | 1.4% | $1,783 | 加仓 |
| XLP | STATE STREET | $13.35万 | 0.01% | 1,607 | 4 | 0.2% | $332 | 加仓 |
| SCHD | SCHWAB US | $13.66万 | 0.01% | 4,308 | 0 | 0.0% | — | 不变 |
| EFAA | INVESCO MSCI | $13.76万 | 0.01% | 2,468 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO FTSE | $14.55万 | 0.01% | 2,693 | 9 | 0.3% | $486 | 加仓 |
| V | VISA INC | $14.58万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL US | $15.40万 | 0.02% | 1,880 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $15.53万 | 0.02% | 4,665 | 3,283 | 237.6% | $10.93万 | 加仓 |
| PBP | INVESCO S&P | $15.84万 | 0.02% | 6,917 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE | $16.05万 | 0.02% | 2,253 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER | $16.07万 | 0.02% | 8,404 | -2,550 | -23.3% | -$4.88万 | 减仓 |
| BALI | ISHARES U S | $16.22万 | 0.02% | 4,796 | 0 | 0.0% | — | 不变 |
| NUDM | NUVEEN ESG | $16.25万 | 0.02% | 4,060 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $16.61万 | 0.02% | 465 | -13 | -2.7% | -$4,644 | 减仓 |
| NIC | NICOLET BANKSHARES | $16.82万 | 0.02% | 1,017 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS | $16.89万 | 0.02% | 167 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY | $17.08万 | 0.02% | 2,389 | 3 | 0.1% | $215 | 加仓 |
| FEX | FIRST TRUST | $17.79万 | 0.02% | 1,272 | -45 | -3.4% | -$6,294 | 减仓 |
| TSLA | TESLA INC | $18.00万 | 0.02% | 428 | -26 | -5.7% | -$1.09万 | 减仓 |
| MLPX | GLOBAL X | $18.49万 | 0.02% | 2,510 | -115 | -4.4% | -$8,471 | 减仓 |
| DGICA | DONEGAL GROUP | $18.66万 | 0.02% | 9,892 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $18.86万 | 0.02% | 749 | 3 | 0.4% | $755 | 加仓 |
| PEP | PEPSICO INC | $19.82万 | 0.02% | 1,464 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $20.76万 | 0.02% | 2,388 | 934 | 64.2% | $8.12万 | 加仓 |