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 |
|---|---|---|---|---|---|---|---|---|
| XNTK | STATE STREET | $6.06万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $6.02万 | 0.01% | 1,421 | 87 | 6.5% | $3,684 | 加仓 |
| DIS | WALT DISNEY | $6.01万 | 0.01% | 624 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US | $5.96万 | 0.01% | 852 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $5.95万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL | $5.92万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $5.86万 | 0.01% | 113 | -46 | -28.9% | -$2.39万 | 减仓 |
| SLV | ISHARES SILVER | $5.82万 | 0.01% | 1,088 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $5.79万 | 0.01% | 512 | -202 | -28.3% | -$2.29万 | 减仓 |
| NFG | NATIONAL FUEL | $5.79万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $5.67万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD RUSSELL | $5.35万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $5.27万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM | $5.11万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $5.10万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $5.07万 | 0.01% | 122 | 50 | 69.4% | $2.08万 | 加仓 |
| ARKK | ARK INNOVATION | $5.07万 | 0.01% | 627 | 0 | 0.0% | — | 不变 |
| JPIB | JPMORGAN | $5.00万 | 0.00% | 1,034 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO S&P | $4.98万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $4.89万 | 0.00% | 50 | -20 | -28.6% | -$1.96万 | 减仓 |
| FSSL | FS SPECIALTY | $4.88万 | 0.00% | 4,374 | -321 | -6.8% | -$3,579 | 减仓 |
| IJS | ISHARES S&P | $4.78万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $4.76万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD | $4.62万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE | $4.49万 | 0.00% | 592 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR | $4.44万 | 0.00% | 93 | -10 | -9.7% | -$4,776 | 减仓 |
| HPE | HEWLETT PACKARD | $4.40万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $4.39万 | 0.00% | 896 | 290 | 47.9% | $1.42万 | 加仓 |
| COF | CAPITAL ONE | $4.33万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $4.31万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $4.30万 | 0.00% | 294 | -90 | -23.4% | -$1.32万 | 减仓 |
| NFLX | NETFLIX INC | $4.21万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE | $4.16万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION | $4.06万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN | $4.03万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP | $4.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT PHYSICAL | $4.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $4.02万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $3.97万 | 0.00% | 190 | -140 | -42.4% | -$2.93万 | 减仓 |
| — | ISHARES ETHEREUM | $3.95万 | 0.00% | 3,323 | -14,900 | -81.8% | -$17.72万 | 减仓 |
| AEM | AGNICO-EAGLE | $3.94万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HOLDINGS | $3.89万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $3.77万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC | $3.75万 | 0.00% | 1,218 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES | $3.69万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS | $3.68万 | 0.00% | 131 | 64 | 95.5% | $1.80万 | 加仓 |
| KMB | KIMBERLY CLARK | $3.60万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET | $3.41万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $3.40万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP | $3.39万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS | $3.37万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $3.32万 | 0.00% | 904 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $3.31万 | 0.00% | 365 | -166 | -31.3% | -$1.50万 | 减仓 |
| CGGR | CAPITAL GROUP | $3.27万 | 0.00% | 693 | 436 | 169.6% | $2.06万 | 加仓 |
| DTD | WISDOMTREE U S | $3.26万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET | $3.25万 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| AVMC | AVANTIS U S | $3.22万 | 0.00% | 401 | 14 | 3.6% | $1,123 | 加仓 |
| IUSG | ISHARES S&P | $3.18万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $3.08万 | 0.00% | 1,280 | 9 | 0.7% | $217 | 加仓 |
| MDT | MEDTRONIC PLC | $3.04万 | 0.00% | 389 | 389 | — | $3.04万 | 新建仓 |
| UAL | UNITED AIRLINES | $3.02万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN | $2.98万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $2.98万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER | $2.94万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL | $2.92万 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP | $2.90万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PROPERTY | $2.86万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2.85万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD | $2.83万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION | $2.82万 | 0.00% | 57 | -67 | -54.0% | -$3.32万 | 减仓 |
| — | NAVIENT CORP | $2.81万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES | $2.72万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.72万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $2.69万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $2.68万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P | $2.64万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES | $2.63万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $2.62万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2.62万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $2.62万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATIONAL | $2.61万 | 0.00% | 672 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE | $2.60万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST | $2.58万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL | $2.51万 | 0.00% | 3,677 | 3,677 | — | $2.51万 | 新建仓 |
| DFUV | DIMENSIONAL US | $2.51万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.50万 | 0.00% | 240 | 15 | 6.7% | $1,559 | 加仓 |
| — | INVESCO INDIA | $2.47万 | 0.00% | 1,229 | 34 | 2.8% | $683 | 加仓 |
| HOG | HARLEY DAVIDSON | $2.44万 | 0.00% | 999 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY | $2.42万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $2.41万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS | $2.39万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET | $2.38万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL | $2.36万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR LONG | $2.35万 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $2.35万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $2.34万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.29万 | 0.00% | 61 | 41 | 205.0% | $1.54万 | 加仓 |
| MGK | VANGUARD MEGA | $2.29万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $2.24万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $2.24万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |