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 |
|---|---|---|---|---|---|---|---|---|
| NOK | NOKIA CORP | $385 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY | $352 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $294 | 0.00% | 26 | 26 | — | $294 | 新建仓 |
| NKE | NIKE INC | $246 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $224 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $204 | 0.00% | 2 | -205 | -99.0% | -$2.09万 | 减仓 |
| ACCO | ACCO BRANDS | $75 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | AVANOS MEDICAL | $50 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $0 | 0.00% | 0 | -49 | -100.0% | -$2.96万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -150 | -100.0% | -$2.70万 | 清仓 |
| RF | REGIONS FINANCIAL | $0 | 0.00% | 0 | -643 | -100.0% | -$1.68万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -19 | -100.0% | -$1.64万 | 清仓 |
| — | HONEYWELL INTL | $0 | 0.00% | 0 | -71 | -100.0% | -$1.60万 | 清仓 |
| COWZ | PACER US | $0 | 0.00% | 0 | -200 | -100.0% | -$1.25万 | 清仓 |
| PKB | INVESCO BUILDING | $0 | 0.00% | 0 | -127 | -100.0% | -$1.24万 | 清仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $0 | 0.00% | 0 | -29 | -100.0% | -$1.13万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -193 | -100.0% | -$1.13万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -420 | -100.0% | -$1.09万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -214 | -100.0% | -$9,930 | 清仓 |
| ESGU | ISHARES ESG | $0 | 0.00% | 0 | -65 | -100.0% | -$9,192 | 清仓 |
| OTTR | OTTER TAIL | $0 | 0.00% | 0 | -100 | -100.0% | -$8,777 | 清仓 |
| COIN | COINBASE GLOBAL | $0 | 0.00% | 0 | -39 | -100.0% | -$6,810 | 清仓 |
| UBER | UBER TECHNOLOGIES | $0 | 0.00% | 0 | -51 | -100.0% | -$3,668 | 清仓 |
| AXP | AMERICAN EXPRESS | $0 | 0.00% | 0 | -12 | -100.0% | -$3,630 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -34 | -100.0% | -$3,162 | 清仓 |
| TECH | BIO-TECHNE | $0 | 0.00% | 0 | -20 | -100.0% | -$1,045 | 清仓 |