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 |
|---|---|---|---|---|---|---|---|---|
| MSGK | MADISON SQUARE | $6,831 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS | $6,808 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $6,769 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $6,728 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES CORE | $6,716 | 0.00% | 154 | 154 | — | $6,716 | 新建仓 |
| PVAL | PUTNAM FOCUSED | $6,471 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $6,433 | 0.00% | 927 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER | $6,263 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $6,222 | 0.00% | 50 | 50 | — | $6,222 | 新建仓 |
| VNQ | VANGUARD REAL | $5,979 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $5,879 | 0.00% | 43 | -990 | -95.8% | -$13.54万 | 减仓 |
| AVUS | AVANTIS U S | $5,764 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES CORE | $5,742 | 0.00% | 119 | 119 | — | $5,742 | 新建仓 |
| EMR | EMERSON ELECTRIC | $5,726 | 0.00% | 40 | -136 | -77.3% | -$1.95万 | 减仓 |
| OMFS | INVESCO RUSSELL | $5,547 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U S | $5,365 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $5,203 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP | $5,146 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $5,136 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE | $5,109 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL | $5,044 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE | $4,983 | 0.00% | 75 | 75 | — | $4,983 | 新建仓 |
| — | ANAVEX LIFE | $4,869 | 0.00% | 1,880 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI | $4,774 | 0.00% | 170 | 3 | 1.8% | $84 | 加仓 |
| INTU | INTUIT INC | $4,437 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $4,396 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS | $4,392 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $4,342 | 0.00% | 17 | -7 | -29.2% | -$1,788 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS | $4,210 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC | $4,130 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MGNR | AMERICAN BEACON | $4,127 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MATW | MATTHEWS INTL CORP CL A | $4,119 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HOLDINGS | $4,107 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY | $3,974 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR U S | $3,910 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES | $3,870 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $3,781 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS | $3,723 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR U S | $3,612 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| IREN | IREN LTD | $3,567 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY | $3,552 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS | $3,477 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $3,444 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BBRE | JPMORGAN BETABUILDERS | $3,433 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | SIREN NEXGEN | $3,247 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| ISMD | INSPIRE SMALL | $3,150 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JR | $2,751 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE | $2,726 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL | $2,691 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP INC | $2,689 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR | $2,675 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE | $2,548 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED | $2,522 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $2,520 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS | $2,463 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL | $2,426 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $2,411 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP | $2,366 | 0.00% | 848 | 848 | — | $2,366 | 新建仓 |
| EXC | EXELON CORP | $2,284 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $2,143 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC | $2,134 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CBRL | CRACKER BARREL | $2,132 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS | $1,936 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE | $1,932 | 0.00% | 20 | 20 | — | $1,932 | 新建仓 |
| FYC | FIRST TRUST | $1,910 | 0.00% | 15 | 15 | — | $1,910 | 新建仓 |
| VIA | VIA TRANSN | $1,814 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN | $1,807 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $1,752 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TRUST | $1,732 | 0.00% | 13 | 13 | — | $1,732 | 新建仓 |
| GRID | FIRST TRUST | $1,726 | 0.00% | 9 | 9 | — | $1,726 | 新建仓 |
| FNDE | SCHWAB FUNDAMENTAL | $1,706 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREER | $1,703 | 0.00% | 6 | 6 | — | $1,703 | 新建仓 |
| MFSG | MFS ACTIVE | $1,619 | 0.00% | 54 | -1,820 | -97.1% | -$5.46万 | 减仓 |
| VSNT | VERSANT MEDIA | $1,548 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TWIN | TWIN DISC | $1,531 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1,478 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP | $1,442 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL | $1,285 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES U S | $1,227 | 0.00% | 7 | 7 | — | $1,227 | 新建仓 |
| DJT | TRUMP MEDIA | $1,207 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINANCIAL | $1,141 | 0.00% | 18 | 5 | 38.5% | $317 | 加仓 |
| GD | GENERAL DYNAMICS | $1,063 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE | $979 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $968 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE | $967 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FIP | FTAI INFRASTRUCTURE | $928 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $926 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE | $896 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS | $848 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $823 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID | $790 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD | $733 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR | $619 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $605 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $560 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN | $554 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST | $535 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS | $532 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES | $499 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS | $435 | 0.00% | 6 | 0 | 0.0% | — | 不变 |