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 |
|---|---|---|---|---|---|---|---|---|
| LUMN | LUMEN TECHNOLOGIES | $452 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY | $446 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS | $443 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS | $442 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $317 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $233 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $188 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS | $54 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | AVANOS MEDICAL | $28 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RWR | STATE STREET | $0 | 0.00% | 0 | -875 | -100.0% | -$8.60万 | 清仓 |
| JAAA | JANUS HENDERSON | $0 | 0.00% | 0 | -1,340 | -100.0% | -$6.78万 | 清仓 |
| FLIN | FRANKLIN FTSE | $0 | 0.00% | 0 | -1,700 | -100.0% | -$6.56万 | 清仓 |
| — | EXACT SCIENCES | $0 | 0.00% | 0 | -640 | -100.0% | -$6.50万 | 清仓 |
| DVY | ISHARES SELECT | $0 | 0.00% | 0 | -412 | -100.0% | -$5.81万 | 清仓 |
| AOS | SMITH AO | $0 | 0.00% | 0 | -261 | -100.0% | -$1.75万 | 清仓 |
| HII | HUNTINGTON INGALLS | $0 | 0.00% | 0 | -36 | -100.0% | -$1.22万 | 清仓 |
| — | NEW GOLD | $0 | 0.00% | 0 | -1,400 | -100.0% | -$1.22万 | 清仓 |
| OSCR | OSCAR HEALTH | $0 | 0.00% | 0 | -538 | -100.0% | -$7,731 | 清仓 |
| OEF | ISHARES S&P | $0 | 0.00% | 0 | -19 | -100.0% | -$6,516 | 清仓 |
| MSM | MSC INDL | $0 | 0.00% | 0 | -59 | -100.0% | -$4,962 | 清仓 |
| SCHF | SCHWAB INTL | $0 | 0.00% | 0 | -138 | -100.0% | -$3,318 | 清仓 |
| IGSB | ISHARES 1-5 | $0 | 0.00% | 0 | -60 | -100.0% | -$3,173 | 清仓 |
| SPIB | STATE STREET | $0 | 0.00% | 0 | -93 | -100.0% | -$3,144 | 清仓 |
| RSPT | INVESCO S&P | $0 | 0.00% | 0 | -66 | -100.0% | -$3,004 | 清仓 |
| TDIV | FIRST TRUST | $0 | 0.00% | 0 | -30 | -100.0% | -$2,905 | 清仓 |
| VOT | VANGUARD MID | $0 | 0.00% | 0 | -4 | -100.0% | -$1,117 | 清仓 |
| TSCO | TRACTOR SUPPLY | $0 | 0.00% | 0 | -11 | -100.0% | -$550 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$481 | 清仓 |
| ORC | ORCHID ISLAND | $0 | 0.00% | 0 | -66 | -100.0% | -$475 | 清仓 |
| CL | COLGATE-PALMOLIVE | $0 | 0.00% | 0 | -6 | -100.0% | -$474 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$391 | 清仓 |
| BBAI | BIGBEAR AI | $0 | 0.00% | 0 | -41 | -100.0% | -$221 | 清仓 |
| USB | U S BANCORP DE | $0 | 0.00% | 0 | 0 | — | — | 清仓 |