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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | STATE STREET | $1,332.40万 | 1.32% | 111,976 | 1,650 | 1.5% | $19.63万 | 加仓 |
| SPTM | STATE STREET | $1,495.33万 | 1.48% | 164,702 | -12,018 | -6.8% | -$109.11万 | 减仓 |
| RECS | COLUMBIA RESEARCH | $1,503.74万 | 1.49% | 347,443 | 9,455 | 2.8% | $40.92万 | 加仓 |
| SPMD | STATE STREET | $1,505.35万 | 1.49% | 222,817 | -6,854 | -3.0% | -$46.31万 | 减仓 |
| DBMF | IMGP DBI | $1,567.00万 | 1.55% | 511,925 | -29,245 | -5.4% | -$89.52万 | 减仓 |
| — | PGIM SHORT | $1,605.21万 | 1.59% | 321,813 | 319,532 | 14,008.4% | $1,593.83万 | 加仓 |
| HAP | VANECK NATURAL | $1,620.54万 | 1.60% | 236,196 | -16,899 | -6.7% | -$115.94万 | 减仓 |
| JMUB | JPMORGAN | $2,026.68万 | 2.01% | 400,095 | -13,115 | -3.2% | -$66.43万 | 减仓 |
| CTA | SIMPLIFY MANAGED | $2,129.78万 | 2.11% | 821,040 | 26,180 | 3.3% | $67.91万 | 加仓 |
| PULS | PGIM ULTRA | $2,129.95万 | 2.11% | 429,859 | 13,854 | 3.3% | $68.65万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR | $2,213.08万 | 2.19% | 225,135 | -4,820 | -2.1% | -$47.38万 | 减仓 |
| SPDW | STATE STREET | $2,262.86万 | 2.24% | 449,070 | 34,226 | 8.3% | $172.46万 | 加仓 |
| PWV | INVESCO LARGE | $2,500.87万 | 2.48% | 330,061 | 7,143 | 2.2% | $54.12万 | 加仓 |
| AVDE | AVANTIS INTL | $2,640.67万 | 2.61% | 296,039 | 40,297 | 15.8% | $359.45万 | 加仓 |
| DON | WISDOMTREE U S | $2,656.89万 | 2.63% | 470,081 | -30,618 | -6.1% | -$173.05万 | 减仓 |
| VUG | VANGUARD GROWTH | $2,675.69万 | 2.65% | 310,621 | 5,503 | 1.8% | $47.40万 | 加仓 |
| FELG | FIDELITY ENHANCED | $2,764.68万 | 2.74% | 631,926 | 91,203 | 16.9% | $399.01万 | 加仓 |
| IVV | ISHARES CORE | $2,781.28万 | 2.75% | 37,139 | -1,120 | -2.9% | -$83.88万 | 减仓 |
| DIVB | ISHARES CORE | $3,134.64万 | 3.10% | 508,870 | -13,341 | -2.6% | -$82.18万 | 减仓 |
| GSIE | GOLDMAN SACHS | $3,204.66万 | 3.17% | 701,237 | 53,411 | 8.2% | $244.09万 | 加仓 |
| DLN | WISDOMTREE U S | $3,881.68万 | 3.84% | 402,998 | 3,814 | 1.0% | $36.74万 | 加仓 |
| GSLC | GOLDMAN SACHS | $4,560.01万 | 4.51% | 321,376 | -4,085 | -1.3% | -$57.96万 | 减仓 |
| MMIT | NYLI MACKAY | $4,789.88万 | 4.74% | 1,967,096 | 62,028 | 3.3% | $151.04万 | 加仓 |
| AVIV | AVANTIS INTL | $5,211.27万 | 5.16% | 673,117 | 92,595 | 16.0% | $716.87万 | 加仓 |
| JBND | JPMORGAN ACTIVE | $5,963.39万 | 5.90% | 1,114,649 | 5,106 | 0.5% | $27.32万 | 加仓 |
| SPYM | STATE STREET | $7,368.62万 | 7.29% | 838,486 | -7,712 | -0.9% | -$67.77万 | 减仓 |