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 |
|---|---|---|---|---|---|---|---|---|
| RPM | RPM INTL INC | $7,654 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL | $7,548 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $7,350 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $7,262 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $7,133 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL | $6,810 | 0.00% | 39 | 39 | — | $6,810 | 新建仓 |
| INFY | INFOSYS LTD | $6,701 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA | $6,484 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $6,448 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR U S | $6,448 | 0.00% | 132 | 132 | — | $6,448 | 新建仓 |
| MTN | VAIL RESORTS | $6,416 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $6,254 | 0.00% | 30 | -3 | -9.1% | -$625 | 减仓 |
| — | ISHARES MORNINGSTAR | $6,053 | 0.00% | 93 | -22 | -19.1% | -$1,432 | 减仓 |
| WAT | WATERS CORP | $5,956 | 0.00% | 20 | 20 | — | $5,956 | 新建仓 |
| PVAL | PUTNAM FOCUSED | $5,893 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE | $5,772 | 0.00% | 1,880 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY BLUE | $5,764 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $5,658 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL | $5,499 | 0.00% | 62 | 12 | 24.0% | $1,064 | 加仓 |
| MSGK | MADISON SQUARE | $5,464 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI | $5,429 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME | $5,388 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $5,027 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| AVUS | AVANTIS U S | $5,003 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $4,997 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP | $4,941 | 0.00% | 24 | -17 | -41.5% | -$3,500 | 减仓 |
| AVUV | AVANTIS U S | $4,750 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| OMFS | INVESCO RUSSELL | $4,708 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER | $4,645 | 0.00% | 16 | -19 | -54.3% | -$5,516 | 减仓 |
| — | WRAP TECHNOLOGIES | $4,620 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE | $4,581 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL | $4,549 | 0.00% | 59 | 59 | — | $4,549 | 新建仓 |
| CEG | CONSTELLATION ENERGY | $4,468 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MGNR | AMERICAN BEACON | $4,384 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $4,381 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MATW | MATTHEWS INTL CORP CL A | $3,950 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $3,810 | 0.00% | 927 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS | $3,750 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES | $3,668 | 0.00% | 51 | 51 | — | $3,668 | 新建仓 |
| AXP | AMERICAN EXPRESS | $3,630 | 0.00% | 12 | 12 | — | $3,630 | 新建仓 |
| ZBH | ZIMMER BIOMET | $3,617 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC | $3,610 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR U S | $3,577 | 0.00% | 72 | 72 | — | $3,577 | 新建仓 |
| IRWD | IRONWOOD PHARMACEUTICALS | $3,510 | 0.00% | 1,000 | 1,000 | — | $3,510 | 新建仓 |
| EQH | EQUITABLE HOLDINGS | $3,473 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR U S | $3,402 | 0.00% | 74 | 74 | — | $3,402 | 新建仓 |
| HRL | HORMEL FOODS | $3,398 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JR | $3,361 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $3,263 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $3,162 | 0.00% | 34 | 34 | — | $3,162 | 新建仓 |
| BSX | BOSTON SCIENTIFIC | $3,138 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS | $3,118 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES | $3,118 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BBRE | JPMORGAN BETABUILDERS | $3,062 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE | $2,927 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY | $2,771 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | SIREN NEXGEN | $2,687 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $2,685 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| IREN | IREN LTD | $2,673 | 0.00% | 78 | -6 | -7.1% | -$206 | 减仓 |
| ZIM | ZIM INTEGRATED | $2,556 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ISMD | INSPIRE SMALL | $2,518 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL | $2,495 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $2,402 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR | $2,313 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP INC | $2,305 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $2,234 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $2,217 | 0.00% | 20 | -80 | -80.0% | -$8,868 | 减仓 |
| TCAF | T ROWE | $2,207 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL | $2,172 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS | $2,040 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1,880 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN | $1,814 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL | $1,645 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $1,643 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP | $1,637 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $1,591 | 0.00% | 43 | 43 | — | $1,591 | 新建仓 |
| VIA | VIA TRANSN | $1,500 | 0.00% | 100 | 100 | — | $1,500 | 新建仓 |
| DJT | TRUMP MEDIA | $1,448 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL | $1,244 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS | $1,237 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CBRL | CRACKER BARREL | $1,124 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE | $1,045 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $1,030 | 0.00% | 3 | -12 | -80.0% | -$4,120 | 减仓 |
| GEHC | GE HEALTHCARE | $997 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TWIN | TWIN DISC | $995 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| FIP | FTAI INFRASTRUCTURE | $988 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE | $936 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $922 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE | $875 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $784 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS | $784 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINANCIAL | $778 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID | $737 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR | $668 | 0.00% | 12 | 12 | — | $668 | 新建仓 |
| MBC | MASTERBRAND INC | $665 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD | $604 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN | $586 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $510 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST | $504 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $454 | 0.00% | 4 | 0 | 0.0% | — | 不变 |