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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC | $5.67万 | 0.01% | 590 | -220 | -27.2% | -$2.12万 | 减仓 |
| PG | PROCTER & GAMBLE | $5.54万 | 0.01% | 384 | -55 | -12.5% | -$7,935 | 减仓 |
| MO | ALTRIA GROUP | $5.52万 | 0.01% | 836 | 13 | 1.6% | $858 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5.45万 | 0.01% | 531 | 160 | 43.1% | $1.64万 | 加仓 |
| MS | MORGAN STANLEY | $5.43万 | 0.01% | 330 | 111 | 50.7% | $1.83万 | 加仓 |
| FDX | FEDEX CORP | $5.41万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD | $5.39万 | 0.01% | 582 | -411 | -41.4% | -$3.81万 | 减仓 |
| ARKW | ARK NEXT | $5.37万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $5.32万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US | $5.32万 | 0.01% | 852 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $5.31万 | 0.01% | 1,382 | -6,366 | -82.2% | -$24.46万 | 减仓 |
| ASML | ASML HOLDING | $5.28万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO-EAGLE | $5.16万 | 0.01% | 254 | -31 | -10.9% | -$6,292 | 减仓 |
| CTAS | CINTAS CORP | $5.07万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| JPIB | JPMORGAN | $4.94万 | 0.01% | 1,034 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $4.91万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM | $4.88万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MFSG | MFS ACTIVE | $4.80万 | 0.01% | 1,874 | -40,308 | -95.6% | -$103.15万 | 减仓 |
| CEF | SPROTT PHYSICAL | $4.77万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD RUSSELL | $4.66万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL | $4.53万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION | $4.45万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP | $4.43万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO S&P | $4.38万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $4.24万 | 0.00% | 627 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE | $4.15万 | 0.00% | 592 | 297 | 100.7% | $2.08万 | 加仓 |
| IJS | ISHARES S&P | $4.15万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $4.08万 | 0.00% | 528 | -39 | -6.9% | -$3,014 | 减仓 |
| TKO | TKO GROUP | $4.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $4.00万 | 0.00% | 141 | 26 | 22.6% | $7,378 | 加仓 |
| XNTK | STATE STREET | $3.96万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $3.94万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS | $3.93万 | 0.00% | 300 | -45 | -13.0% | -$5,896 | 减仓 |
| IXUS | ISHARES CORE | $3.78万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES | $3.76万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP | $3.69万 | 0.00% | 1,238 | 1,238 | — | $3.69万 | 新建仓 |
| LOW | LOWES COMPANIES | $3.69万 | 0.00% | 156 | 100 | 178.6% | $2.36万 | 加仓 |
| FTAI | FTAI AVIATION | $3.67万 | 0.00% | 150 | -50 | -25.0% | -$1.23万 | 减仓 |
| DUK | DUKE ENERGY | $3.60万 | 0.00% | 275 | 167 | 154.6% | $2.19万 | 加仓 |
| PFE | PFIZER INC | $3.57万 | 0.00% | 1,271 | 10 | 0.8% | $281 | 加仓 |
| AMD | ADVANCED MICRO | $3.54万 | 0.00% | 174 | 16 | 10.1% | $3,255 | 加仓 |
| RCL | ROYAL CARIBBEAN | $3.49万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR | $3.48万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK | $3.48万 | 0.00% | 293 | 190 | 184.5% | $2.25万 | 加仓 |
| PANW | PALO ALTO | $3.46万 | 0.00% | 216 | 16 | 8.0% | $2,565 | 加仓 |
| GDX | VANECK GOLD | $3.44万 | 0.00% | 375 | -67 | -15.2% | -$6,148 | 减仓 |
| EPD | ENTERPRISE PRODUCTS | $3.42万 | 0.00% | 904 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $3.38万 | 0.00% | 606 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK | $3.16万 | 0.00% | 328 | -150 | -31.4% | -$1.45万 | 减仓 |
| FIS | FIDELITY NATIONAL | $3.15万 | 0.00% | 672 | -150 | -18.2% | -$7,037 | 减仓 |
| XLV | STATE STREET | $3.15万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC | $3.15万 | 0.00% | 1,218 | 1,190 | 4,250.0% | $3.08万 | 加仓 |
| EDIV | STATE STREET | $3.13万 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $3.04万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $3.03万 | 0.00% | 125 | -254 | -67.0% | -$6.16万 | 减仓 |
| DTD | WISDOMTREE U S | $3.02万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $3.02万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.97万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $2.96万 | 0.00% | 49 | 48 | 4,800.0% | $2.90万 | 加仓 |
| FBND | FIDELITY TOTAL | $2.92万 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER | $2.84万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| AVMC | AVANTIS U S | $2.80万 | 0.00% | 387 | -27 | -6.5% | -$1,950 | 减仓 |
| YUM | YUM BRANDS INC | $2.77万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES | $2.76万 | 0.00% | 300 | 300 | — | $2.76万 | 新建仓 |
| XLE | STATE STREET | $2.74万 | 0.00% | 448 | -220 | -32.9% | -$1.35万 | 减仓 |
| APH | AMPHENOL CORP | $2.70万 | 0.00% | 214 | -100 | -31.8% | -$1.26万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $2.70万 | 0.00% | 150 | -167 | -52.7% | -$3.01万 | 减仓 |
| — | NAVIENT CORP | $2.70万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL | $2.69万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $2.63万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES S&P | $2.62万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $2.61万 | 0.00% | 909 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HOLDINGS | $2.60万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $2.56万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $2.55万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $2.52万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL | $2.52万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P | $2.49万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM | $2.48万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES | $2.46万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA | $2.45万 | 0.00% | 1,195 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PROPERTY | $2.44万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2.43万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE | $2.41万 | 0.00% | 236 | -937 | -79.9% | -$9.58万 | 减仓 |
| IRM | IRON MOUNTAIN | $2.41万 | 0.00% | 236 | -59 | -20.0% | -$6,026 | 减仓 |
| DHR | DANAHER CORP | $2.39万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS | $2.34万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON | $2.33万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD | $2.32万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES | $2.32万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $2.31万 | 0.00% | 176 | 6 | 3.5% | $786 | 加仓 |
| VLO | VALERO ENERGY | $2.30万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $2.24万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US | $2.21万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS | $2.16万 | 0.00% | 477 | 201 | 72.8% | $9,093 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.09万 | 0.00% | 62 | 62 | — | $2.09万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES | $2.07万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL | $2.07万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $2.04万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $2.03万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |