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 |
|---|---|---|---|---|---|---|---|---|
| HOG | HARLEY DAVIDSON | $2.02万 | 0.00% | 999 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $2.01万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR LONG | $2.01万 | 0.00% | 724 | 119 | 19.7% | $3,300 | 加仓 |
| CCJ | CAMECO CORP | $2.00万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES | $1.98万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES | $1.98万 | 0.00% | 4,279 | 71 | 1.7% | $329 | 加仓 |
| NUMV | NUVEEN ESG | $1.96万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST | $1.95万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $1.95万 | 0.00% | 72 | 7 | 10.8% | $1,894 | 加仓 |
| SHW | SHERWIN WILLIAMS | $1.92万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $1.92万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA | $1.91万 | 0.00% | 52 | 52 | — | $1.91万 | 新建仓 |
| DAL | DELTA AIRLINES | $1.91万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P | $1.90万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.85万 | 0.00% | 207 | 205 | 10,250.0% | $1.84万 | 加仓 |
| QCOM | QUALCOMM INC | $1.83万 | 0.00% | 142 | -37 | -20.7% | -$4,765 | 减仓 |
| DRS | LEONARDO DRS | $1.78万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN STANDARD | $1.77万 | 0.00% | 396 | 396 | — | $1.77万 | 新建仓 |
| F | FORD MOTOR | $1.76万 | 0.00% | 1,527 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PROPERTIES | $1.76万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $1.75万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA | $1.68万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL | $1.68万 | 0.00% | 643 | 643 | — | $1.68万 | 新建仓 |
| VRT | VERTIV HOLDINGS | $1.68万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.64万 | 0.00% | 19 | 11 | 137.5% | $9,519 | 加仓 |
| IHF | ISHARES U S | $1.63万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS | $1.62万 | 0.00% | 67 | 67 | — | $1.62万 | 新建仓 |
| AVA | AVISTA CORP | $1.61万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL | $1.60万 | 0.00% | 71 | 71 | — | $1.60万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES | $1.59万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STREET | $1.59万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE | $1.59万 | 0.00% | 225 | -50 | -18.2% | -$3,526 | 减仓 |
| CGXU | CAPITAL GROUP | $1.56万 | 0.00% | 528 | 66 | 14.3% | $1,946 | 加仓 |
| PSX | PHILLIPS 66 | $1.55万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER | $1.52万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $1.51万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI | $1.51万 | 0.00% | 109 | -766 | -87.5% | -$10.60万 | 减仓 |
| SNPE | XTRACKERS S&P | $1.50万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| — | ORION ENERGY | $1.49万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.46万 | 0.00% | 140 | 50 | 55.6% | $5,228 | 加仓 |
| YLD | PRINCIPAL ACTIVE | $1.46万 | 0.00% | 769 | 769 | — | $1.46万 | 新建仓 |
| TXN | TEXAS INSTRUMENTS | $1.46万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER | $1.45万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| VNM | VANECK VIETNAM | $1.43万 | 0.00% | 829 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP | $1.43万 | 0.00% | 373 | 18 | 5.1% | $692 | 加仓 |
| — | WARNER BROS | $1.42万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL | $1.39万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP | $1.39万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP DE | $1.36万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME | $1.33万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC | $1.32万 | 0.00% | 2,750 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL | $1.32万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING | $1.30万 | 0.00% | 694 | 694 | — | $1.30万 | 新建仓 |
| CGMM | CAPITAL GROUP | $1.27万 | 0.00% | 434 | 258 | 146.6% | $7,575 | 加仓 |
| COWZ | PACER US | $1.25万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $1.25万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO BUILDING | $1.24万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS | $1.24万 | 0.00% | 250 | 250 | — | $1.24万 | 新建仓 |
| IWR | ISHARES RUSSELL | $1.23万 | 0.00% | 126 | -13 | -9.4% | -$1,264 | 减仓 |
| XYZ | BLOCK INC | $1.20万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK | $1.20万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $1.20万 | 0.00% | 900 | 500 | 125.0% | $6,650 | 加仓 |
| CDNS | CADENCE DESIGN | $1.19万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE | $1.17万 | 0.00% | 120 | -5 | -4.0% | -$489 | 减仓 |
| BX | BLACKSTONE INC | $1.15万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS | $1.13万 | 0.00% | 29 | 29 | — | $1.13万 | 新建仓 |
| FOXA | FOX CORP | $1.13万 | 0.00% | 193 | 193 | — | $1.13万 | 新建仓 |
| AG | FIRST MAJESTIC | $1.12万 | 0.00% | 520 | -245 | -32.0% | -$5,263 | 减仓 |
| SQM | SOCIEDAD QUIMICA | $1.11万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS | $1.10万 | 0.00% | 100 | 17 | 20.5% | $1,876 | 加仓 |
| RIO | RIO TINTO | $1.10万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL | $1.10万 | 0.00% | 149 | 26 | 21.1% | $1,915 | 加仓 |
| MPWR | MONOLITHIC POWER | $1.09万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX | $1.09万 | 0.00% | 137 | 24 | 21.2% | $1,909 | 加仓 |
| NBIS | NEBIUS GROUP | $1.09万 | 0.00% | 105 | -6 | -5.4% | -$623 | 减仓 |
| CCL | CARNIVAL CORP | $1.09万 | 0.00% | 420 | 220 | 110.0% | $5,694 | 加仓 |
| VGK | VANGUARD FTSE | $1.07万 | 0.00% | 130 | -10 | -7.1% | -$824 | 减仓 |
| CGGR | CAPITAL GROUP | $1.03万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED | $1.03万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $1.02万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $1.01万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI | $1.01万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $9,930 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION | $9,912 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI | $9,782 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P | $9,596 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $9,552 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EIDO | ISHARES MSCI | $9,479 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC | $9,273 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS | $9,196 | 0.00% | 2,620 | 2,620 | — | $9,196 | 新建仓 |
| ESGU | ISHARES ESG | $9,192 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $9,093 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH | $9,045 | 0.00% | 500 | 500 | — | $9,045 | 新建仓 |
| PBA | PEMBINA PIPELINE | $8,952 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL | $8,777 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG | $8,699 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES | $8,639 | 0.00% | 544 | -1,767 | -76.5% | -$2.81万 | 减仓 |
| WWJD | INSPIRE INTL | $8,375 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P | $8,154 | 0.00% | 20 | 20 | — | $8,154 | 新建仓 |
| XMMO | INVESCO S&P | $7,977 | 0.00% | 55 | 0 | 0.0% | — | 不变 |