13F 机构持仓

IAG Wealth Partners, LLC

WAUKESHA WI · SEC CIK 0001827261

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 7.3%
JBND 5.9%
AVIV 5.2%
MMIT 4.7%
GSLC 4.5%
DLN 3.8%
GSIE 3.2%
DIVB 3.1%
IVV 2.8%
FELG 2.7%

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
LMT LOCKHEED MARTIN $00.00%0 -49-100.0% -$2.96万 清仓
STLD STEEL DYNAMICS INC $00.00%0 -150-100.0% -$2.70万 清仓
RF REGIONS FINANCIAL $00.00%0 -643-100.0% -$1.68万 清仓
MCK MCKESSON CORP $00.00%0 -19-100.0% -$1.64万 清仓
— HONEYWELL INTL $00.00%0 -71-100.0% -$1.60万 清仓
COWZ PACER US $00.00%0 -200-100.0% -$1.25万 清仓
PKB INVESCO BUILDING $00.00%0 -127-100.0% -$1.24万 清仓
CRWD CROWDSTRIKE HOLDINGS $00.00%0 -29-100.0% -$1.13万 清仓
FOXA FOX CORP $00.00%0 -193-100.0% -$1.13万 清仓
CCL CARNIVAL CORP $00.00%0 -420-100.0% -$1.09万 清仓
FAST FASTENAL CO $00.00%0 -214-100.0% -$9,930 清仓
ESGU ISHARES ESG $00.00%0 -65-100.0% -$9,192 清仓
OTTR OTTER TAIL $00.00%0 -100-100.0% -$8,777 清仓
COIN COINBASE GLOBAL $00.00%0 -39-100.0% -$6,810 清仓
UBER UBER TECHNOLOGIES $00.00%0 -51-100.0% -$3,668 清仓
AXP AMERICAN EXPRESS $00.00%0 -12-100.0% -$3,630 清仓
SHEL SHELL PLC $00.00%0 -34-100.0% -$3,162 清仓
TECH BIO-TECHNE $00.00%0 -20-100.0% -$1,045 清仓
— AVANOS MEDICAL $500.00%2 00.0% — 不变
ACCO ACCO BRANDS $750.00%18 00.0% — 不变
SBUX STARBUCKS CORP $2040.00%2 -205-99.0% -$2.09万 减仓
WEN WENDYS CO $2240.00%27 00.0% — 不变
NKE NIKE INC $2460.00%6 00.0% — 不变
KD KYNDRYL HOLDINGS $2940.00%26 26— $294 新建仓
UEC URANIUM ENERGY $3520.00%33 00.0% — 不变
NOK NOKIA CORP $3850.00%29 00.0% — 不变
QSR RESTAURANT BRANDS $4350.00%6 00.0% — 不变
LUMN LUMEN TECHNOLOGIES $4990.00%65 00.0% — 不变
ANGX ANGEL STUDIOS $5320.00%145 00.0% — 不变
PNW PINNACLE WEST $5350.00%5 00.0% — 不变
NAT NORDIC AMERICAN $5540.00%100 00.0% — 不变
C CITIGROUP INC $5600.00%4 00.0% — 不变
QS QUANTUMSCAPE CORP $6050.00%80 00.0% — 不变
GIL GILDAN ACTIVEWEAR $6190.00%12 00.0% — 不变
FITB FIFTH THIRD $7330.00%13 00.0% — 不变
VOE VANGUARD MID $7900.00%4 00.0% — 不变
MBC MASTERBRAND INC $8230.00%80 00.0% — 不变
DGX QUEST DIAGNOSTICS $8480.00%4 00.0% — 不变
GEHC GE HEALTHCARE $8960.00%14 00.0% — 不变
SOLV SOLVENTUM CORP $9260.00%12 00.0% — 不变
FIP FTAI INFRASTRUCTURE $9280.00%200 00.0% — 不变
ELS EQUITY LIFESTYLE $9670.00%15 00.0% — 不变
KHC KRAFT HEINZ $9680.00%41 00.0% — 不变
— AMPLIFY ALTERNATIVE $9790.00%38 00.0% — 不变
GD GENERAL DYNAMICS $1,0630.00%3 00.0% — 不变
BHF BRIGHTHOUSE FINANCIAL $1,1410.00%18 538.5% $317 加仓
DJT TRUMP MEDIA $1,2070.00%156 00.0% — 不变
IAI ISHARES U S $1,2270.00%7 7— $1,227 新建仓
AMP AMERIPRISE FINANCIAL $1,2850.00%3 00.0% — 不变
VOD VODAFONE GROUP $1,4420.00%109 00.0% — 不变
BP BP PLC $1,4780.00%40 00.0% — 不变
TWIN TWIN DISC $1,5310.00%66 00.0% — 不变
VSNT VERSANT MEDIA $1,5480.00%43 00.0% — 不变
MFSG MFS ACTIVE $1,6190.00%54 -1,820-97.1% -$5.46万 减仓
XAR STATE STREER $1,7030.00%6 6— $1,703 新建仓
FNDE SCHWAB FUNDAMENTAL $1,7060.00%43 00.0% — 不变
GRID FIRST TRUST $1,7260.00%9 9— $1,726 新建仓
AIRR FIRST TRUST $1,7320.00%13 13— $1,732 新建仓
QDEL QUIDELORTHO CORP $1,7520.00%100 00.0% — 不变
JEPI JPMORGAN $1,8070.00%32 00.0% — 不变
VIA VIA TRANSN $1,8140.00%100 00.0% — 不变
FYC FIRST TRUST $1,9100.00%15 15— $1,910 新建仓
IEFA ISHARES CORE $1,9320.00%20 20— $1,932 新建仓
VAC MARRIOTT VACATIONS $1,9360.00%19 00.0% — 不变
CBRL CRACKER BARREL $2,1320.00%40 00.0% — 不变
BSX BOSTON SCIENTIFIC $2,1340.00%50 00.0% — 不变
XLC STATE STREET $2,1430.00%20 00.0% — 不变
EXC EXELON CORP $2,2840.00%49 00.0% — 不变
— GAMESTOP CORP $2,3660.00%848 848— $2,366 新建仓
DEO DIAGEO PLC $2,4110.00%30 00.0% — 不变
FNDX SCHWAB FUNDAMENTAL $2,4260.00%78 00.0% — 不变
TOL TOLL BROTHERS $2,4630.00%15 00.0% — 不变
FE FIRSTENERGY CORP $2,5200.00%53 00.0% — 不变
ZIM ZIM INTEGRATED $2,5220.00%97 00.0% — 不变
TCAF T ROWE $2,5480.00%62 00.0% — 不变
CSIQ CANADIAN SOLAR $2,6750.00%167 00.0% — 不变
PHM PULTEGROUP INC $2,6890.00%20 00.0% — 不变
FNDF SCHWAB FUNDAMENTAL $2,6910.00%51 00.0% — 不变
CCI CROWN CASTLE $2,7260.00%36 00.0% — 不变
GDXJ VANECK JR $2,7510.00%28 00.0% — 不变
ISMD INSPIRE SMALL $3,1500.00%63 00.0% — 不变
— SIREN NEXGEN $3,2470.00%128 00.0% — 不变
BBRE JPMORGAN BETABUILDERS $3,4330.00%32 00.0% — 不变
ZBH ZIMMER BIOMET $3,4440.00%40 00.0% — 不变
STZ CONSTELLATION BRANDS $3,4770.00%25 00.0% — 不变
— SILA REALTY $3,5520.00%117 00.0% — 不变
IREN IREN LTD $3,5670.00%78 00.0% — 不变
PJUL INNOVATOR U S $3,6120.00%74 00.0% — 不变
HRL HORMEL FOODS $3,7230.00%150 00.0% — 不变
ALB ALBEMARLE CORP $3,7810.00%28 00.0% — 不变
— WRAP TECHNOLOGIES $3,8700.00%3,000 00.0% — 不变
BJUL INNOVATOR U S $3,9100.00%72 00.0% — 不变
CEG CONSTELLATION ENERGY $3,9740.00%16 00.0% — 不变
EQH EQUITABLE HOLDINGS $4,1070.00%94 00.0% — 不变
MATW MATTHEWS INTL CORP CL A $4,1190.00%153 00.0% — 不变
MGNR AMERICAN BEACON $4,1270.00%85 00.0% — 不变
— LIFEMD INC $4,1300.00%1,000 00.0% — 不变
IRWD IRONWOOD PHARMACEUTICALS $4,2100.00%1,000 00.0% — 不变
GLW CORNING INC $4,3420.00%17 -7-29.2% -$1,788 减仓
FBIN FORTUNE BRANDS $4,3920.00%80 00.0% — 不变