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 |
|---|---|---|---|---|---|---|---|---|
| SPSM | STATE STREET | $653.73万 | 0.73% | 135,291 | 4,216 | 3.2% | $20.37万 | 加仓 |
| MDYV | STATE STREET | $688.98万 | 0.77% | 80,913 | -2,498 | -3.0% | -$21.27万 | 减仓 |
| SPAB | STATE STREET | $771.27万 | 0.86% | 301,042 | 6,969 | 2.4% | $17.85万 | 加仓 |
| GUNR | FLEXSHARES MORNINGSTAR | $898.36万 | 1.00% | 162,865 | 5,603 | 3.6% | $30.91万 | 加仓 |
| CWI | STATE STREET | $1,024.77万 | 1.14% | 280,068 | 7,817 | 2.9% | $28.60万 | 加仓 |
| SFLO | VICTORYSHARES SMALL | $1,029.38万 | 1.15% | 342,785 | -56,237 | -14.1% | -$168.88万 | 减仓 |
| IWY | ISHARES RUSSELL | $1,054.66万 | 1.18% | 42,383 | 5,257 | 14.2% | $130.82万 | 加仓 |
| SPYG | STATE STREET | $1,080.20万 | 1.21% | 110,326 | 986 | 0.9% | $9.65万 | 加仓 |
| DGRW | WISDOMTREE US | $1,121.21万 | 1.25% | 127,643 | 3,183 | 2.6% | $27.96万 | 加仓 |
| RECS | COLUMBIA RESEARCH | $1,317.48万 | 1.47% | 337,988 | 24,947 | 8.0% | $97.24万 | 加仓 |
| SPMD | STATE STREET | $1,360.11万 | 1.52% | 229,671 | 3,275 | 1.4% | $19.39万 | 加仓 |
| SPTM | STATE STREET | $1,397.15万 | 1.56% | 176,720 | -3,804 | -2.1% | -$30.07万 | 减仓 |
| DBMF | IMGP DBI | $1,631.63万 | 1.82% | 541,170 | -24,148 | -4.3% | -$72.81万 | 减仓 |
| IMCG | ISHARES MORNINGSTAR | $1,811.36万 | 2.02% | 229,955 | 6,192 | 2.8% | $48.77万 | 加仓 |
| HAP | VANECK NATURAL | $1,834.18万 | 2.05% | 253,095 | -73,719 | -22.6% | -$534.24万 | 减仓 |
| SPDW | STATE STREET | $1,893.77万 | 2.11% | 414,844 | 38,303 | 10.2% | $174.85万 | 加仓 |
| FELG | FIDELITY ENHANCED | $2,027.17万 | 2.26% | 540,723 | 540,060 | 81,457.0% | $2,024.69万 | 加仓 |
| PULS | PGIM ULTRA | $2,059.23万 | 2.30% | 416,005 | -30,501 | -6.8% | -$150.98万 | 减仓 |
| JMUB | JPMORGAN | $2,065.64万 | 2.31% | 413,210 | 10,488 | 2.6% | $52.43万 | 加仓 |
| AVDE | AVANTIS INTL | $2,169.72万 | 2.42% | 255,742 | 44,592 | 21.1% | $378.32万 | 加仓 |
| VUG | VANGUARD GROWTH | $2,221.19万 | 2.48% | 50,853 | 2,498 | 5.2% | $109.11万 | 加仓 |
| PWV | INVESCO LARGE | $2,251.06万 | 2.51% | 322,918 | -920 | -0.3% | -$6.41万 | 减仓 |
| CTA | SIMPLIFY MANAGED | $2,402.07万 | 2.68% | 794,860 | -17,108 | -2.1% | -$51.70万 | 减仓 |
| IVV | ISHARES CORE | $2,499.11万 | 2.79% | 38,259 | -82 | -0.2% | -$5.36万 | 减仓 |
| DON | WISDOMTREE U S | $2,630.67万 | 2.94% | 500,699 | 7,504 | 1.5% | $39.43万 | 加仓 |
| GSIE | GOLDMAN SACHS | $2,794.08万 | 3.12% | 647,826 | 47,323 | 7.9% | $204.10万 | 加仓 |
| DIVB | ISHARES CORE | $2,817.33万 | 3.14% | 522,211 | -3,784 | -0.7% | -$20.41万 | 减仓 |
| DLN | WISDOMTREE U S | $3,565.91万 | 3.98% | 399,184 | 8,623 | 2.2% | $77.03万 | 加仓 |
| GSLC | GOLDMAN SACHS | $4,072.49万 | 4.55% | 325,461 | -2,404 | -0.7% | -$30.08万 | 减仓 |
| AVIV | AVANTIS INTL | $4,344.05万 | 4.85% | 580,522 | 39,017 | 7.2% | $291.96万 | 加仓 |
| MMIT | NYLI MACKAY | $4,592.17万 | 5.13% | 1,905,068 | 66,876 | 3.6% | $161.20万 | 加仓 |
| JBND | JPMORGAN ACTIVE | $5,966.02万 | 6.66% | 1,109,543 | -91,217 | -7.6% | -$490.47万 | 减仓 |
| SPYM | STATE STREET | $6,476.80万 | 7.23% | 846,198 | 33,910 | 4.2% | $259.55万 | 加仓 |