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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET | $6,476.80万 | 7.23% | 846,198 | 33,910 | 4.2% | $259.55万 | 加仓 |
| JBND | JPMORGAN ACTIVE | $5,966.02万 | 6.66% | 1,109,543 | -91,217 | -7.6% | -$490.47万 | 减仓 |
| MMIT | NYLI MACKAY | $4,592.17万 | 5.13% | 1,905,068 | 66,876 | 3.6% | $161.20万 | 加仓 |
| AVIV | AVANTIS INTL | $4,344.05万 | 4.85% | 580,522 | 39,017 | 7.2% | $291.96万 | 加仓 |
| GSLC | GOLDMAN SACHS | $4,072.49万 | 4.55% | 325,461 | -2,404 | -0.7% | -$30.08万 | 减仓 |
| DLN | WISDOMTREE U S | $3,565.91万 | 3.98% | 399,184 | 8,623 | 2.2% | $77.03万 | 加仓 |
| DIVB | ISHARES CORE | $2,817.33万 | 3.14% | 522,211 | -3,784 | -0.7% | -$20.41万 | 减仓 |
| GSIE | GOLDMAN SACHS | $2,794.08万 | 3.12% | 647,826 | 47,323 | 7.9% | $204.10万 | 加仓 |
| DON | WISDOMTREE U S | $2,630.67万 | 2.94% | 500,699 | 7,504 | 1.5% | $39.43万 | 加仓 |
| IVV | ISHARES CORE | $2,499.11万 | 2.79% | 38,259 | -82 | -0.2% | -$5.36万 | 减仓 |
| CTA | SIMPLIFY MANAGED | $2,402.07万 | 2.68% | 794,860 | -17,108 | -2.1% | -$51.70万 | 减仓 |
| PWV | INVESCO LARGE | $2,251.06万 | 2.51% | 322,918 | -920 | -0.3% | -$6.41万 | 减仓 |
| VUG | VANGUARD GROWTH | $2,221.19万 | 2.48% | 50,853 | 2,498 | 5.2% | $109.11万 | 加仓 |
| AVDE | AVANTIS INTL | $2,169.72万 | 2.42% | 255,742 | 44,592 | 21.1% | $378.32万 | 加仓 |
| JMUB | JPMORGAN | $2,065.64万 | 2.31% | 413,210 | 10,488 | 2.6% | $52.43万 | 加仓 |
| PULS | PGIM ULTRA | $2,059.23万 | 2.30% | 416,005 | -30,501 | -6.8% | -$150.98万 | 减仓 |
| FELG | FIDELITY ENHANCED | $2,027.17万 | 2.26% | 540,723 | 540,060 | 81,457.0% | $2,024.69万 | 加仓 |
| SPDW | STATE STREET | $1,893.77万 | 2.11% | 414,844 | 38,303 | 10.2% | $174.85万 | 加仓 |
| HAP | VANECK NATURAL | $1,834.18万 | 2.05% | 253,095 | -73,719 | -22.6% | -$534.24万 | 减仓 |
| IMCG | ISHARES MORNINGSTAR | $1,811.36万 | 2.02% | 229,955 | 6,192 | 2.8% | $48.77万 | 加仓 |
| DBMF | IMGP DBI | $1,631.63万 | 1.82% | 541,170 | -24,148 | -4.3% | -$72.81万 | 减仓 |
| SPTM | STATE STREET | $1,397.15万 | 1.56% | 176,720 | -3,804 | -2.1% | -$30.07万 | 减仓 |
| SPMD | STATE STREET | $1,360.11万 | 1.52% | 229,671 | 3,275 | 1.4% | $19.39万 | 加仓 |
| RECS | COLUMBIA RESEARCH | $1,317.48万 | 1.47% | 337,988 | 24,947 | 8.0% | $97.24万 | 加仓 |
| DGRW | WISDOMTREE US | $1,121.21万 | 1.25% | 127,643 | 3,183 | 2.6% | $27.96万 | 加仓 |
| SPYG | STATE STREET | $1,080.20万 | 1.21% | 110,326 | 986 | 0.9% | $9.65万 | 加仓 |
| IWY | ISHARES RUSSELL | $1,054.66万 | 1.18% | 42,383 | 5,257 | 14.2% | $130.82万 | 加仓 |
| SFLO | VICTORYSHARES SMALL | $1,029.38万 | 1.15% | 342,785 | -56,237 | -14.1% | -$168.88万 | 减仓 |
| CWI | STATE STREET | $1,024.77万 | 1.14% | 280,068 | 7,817 | 2.9% | $28.60万 | 加仓 |
| GUNR | FLEXSHARES MORNINGSTAR | $898.36万 | 1.00% | 162,865 | 5,603 | 3.6% | $30.91万 | 加仓 |
| SPAB | STATE STREET | $771.27万 | 0.86% | 301,042 | 6,969 | 2.4% | $17.85万 | 加仓 |
| MDYV | STATE STREET | $688.98万 | 0.77% | 80,913 | -2,498 | -3.0% | -$21.27万 | 减仓 |
| SPSM | STATE STREET | $653.73万 | 0.73% | 135,291 | 4,216 | 3.2% | $20.37万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $635.79万 | 0.71% | 29,563 | -704 | -2.3% | -$15.14万 | 减仓 |
| SPYV | STATE STREET | $576.88万 | 0.64% | 101,958 | -2,681 | -2.6% | -$15.17万 | 减仓 |
| AVEM | AVANTIS EMERGING | $557.12万 | 0.62% | 69,138 | 1,513 | 2.2% | $12.19万 | 加仓 |
| GNR | STATE STREET | $526.68万 | 0.59% | 70,534 | 2,052 | 3.0% | $15.32万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING | $520.54万 | 0.58% | 153,733 | -3,536 | -2.2% | -$11.97万 | 减仓 |
| BBSC | JPMORGAN | $506.36万 | 0.57% | 67,456 | 2,978 | 4.6% | $22.35万 | 加仓 |
| PYLD | PIMCO ENHANCED | $479.29万 | 0.54% | 182,935 | 14,430 | 8.6% | $37.81万 | 加仓 |
| RODM | HARTFORD MULTIFACTOR | $468.32万 | 0.52% | 118,803 | -1,589 | -1.3% | -$6.26万 | 减仓 |
| FESM | FIDELITY COVINGTON | $461.02万 | 0.51% | 121,321 | 26,698 | 28.2% | $101.45万 | 加仓 |
| SPHQ | INVESCO S&P | $442.18万 | 0.49% | 58,809 | -4,448 | -7.0% | -$33.44万 | 减仓 |
| FMDE | FIDELITY ENHANCED | $441.79万 | 0.49% | 122,857 | 14,177 | 13.0% | $50.98万 | 加仓 |
| MDYG | STATE STREET | $428.88万 | 0.48% | 44,693 | -2,260 | -4.8% | -$21.69万 | 减仓 |
| ISCG | ISHARES MORNINGSTAR | $427.86万 | 0.48% | 78,077 | 1,894 | 2.5% | $10.38万 | 加仓 |
| FLQM | FRANKLIN US | $354.46万 | 0.40% | 64,530 | 2,708 | 4.4% | $14.88万 | 加仓 |
| DFIS | DIMENSIONAL INTL | $340.84万 | 0.38% | 101,229 | 5,335 | 5.6% | $17.96万 | 加仓 |
| NBCM | NEUBERGER COMMODITY | $339.59万 | 0.38% | 121,157 | -28,089 | -18.8% | -$78.73万 | 减仓 |
| — | VICTORYSHARES US | $318.11万 | 0.36% | 51,513 | 1,745 | 3.5% | $10.78万 | 加仓 |
| JHMM | JOHN HANCOCK | $296.89万 | 0.33% | 44,233 | -375 | -0.8% | -$2.52万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS | $233.65万 | 0.26% | 19,939 | 716 | 3.7% | $8.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $232.36万 | 0.26% | 4,849 | 30 | 0.6% | $1.44万 | 加仓 |
| AVDV | AVANTIS INTL | $226.34万 | 0.25% | 22,666 | -204 | -0.9% | -$2.04万 | 减仓 |
| JSMD | JANUS DETROIT | $221.62万 | 0.25% | 27,929 | -164 | -0.6% | -$1.30万 | 减仓 |
| HTAB | HARTFORD SCHRODERS | $216.24万 | 0.24% | 113,812 | -6,263 | -5.2% | -$11.90万 | 减仓 |
| SPEM | STATE STREET | $210.33万 | 0.23% | 44,838 | -226 | -0.5% | -$1.06万 | 减仓 |
| HELO | JPMORGAN HEDGED | $207.40万 | 0.23% | 32,452 | -11 | -0.0% | -$703 | 减仓 |
| JMST | JPMORGAN | $201.63万 | 0.23% | 39,550 | 5,719 | 16.9% | $29.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $173.40万 | 0.19% | 7,094 | 0 | 0.0% | — | 不变 |
| SMLV | STATE STREET | $164.41万 | 0.18% | 11,994 | -534 | -4.3% | -$7.32万 | 减仓 |
| SJNK | STATE STREET | $161.48万 | 0.18% | 64,645 | 4,724 | 7.9% | $11.80万 | 加仓 |
| WEC | WEC ENERGY | $152.71万 | 0.17% | 13,191 | 3,044 | 30.0% | $35.24万 | 加仓 |
| AAPL | APPLE INC | $148.77万 | 0.17% | 5,862 | -46 | -0.8% | -$1.17万 | 减仓 |
| VTI | VANGUARD TOTAL | $130.70万 | 0.15% | 4,074 | 9 | 0.2% | $2,887 | 加仓 |
| DES | WISDOMTREE U S | $129.70万 | 0.14% | 36,088 | -3,689 | -9.3% | -$13.26万 | 减仓 |
| SPGM | STATE STREET | $128.79万 | 0.14% | 17,011 | 1,660 | 10.8% | $12.57万 | 加仓 |
| VOO | VANGUARD S&P | $125.19万 | 0.14% | 2,095 | 1 | 0.0% | $598 | 加仓 |
| PBUS | INVESCO MSCI | $119.61万 | 0.13% | 18,353 | -463 | -2.5% | -$3.02万 | 减仓 |
| SCHM | SCHWAB US | $107.67万 | 0.12% | 34,778 | -3,913 | -10.1% | -$12.11万 | 减仓 |
| CGGE | CAPITAL GROUP | $104.34万 | 0.12% | 34,208 | 5,707 | 20.0% | $17.41万 | 加仓 |
| BBMC | JPMORGAN BETABUILDERS | $90.72万 | 0.10% | 8,368 | -403 | -4.6% | -$4.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $83.83万 | 0.09% | 2,265 | 66 | 3.0% | $2.44万 | 加仓 |
| VSS | VANGUARD FTSE | $80.33万 | 0.09% | 5,510 | -37 | -0.7% | -$5,394 | 减仓 |
| QQQ | INVESCO QQQ | $79.25万 | 0.09% | 1,373 | 111 | 8.8% | $6.41万 | 加仓 |
| SLYV | STATE STREET | $78.89万 | 0.09% | 8,341 | -819 | -8.9% | -$7.75万 | 减仓 |
| NVDA | NVIDIA CORP | $78.04万 | 0.09% | 4,475 | -340 | -7.1% | -$5.93万 | 减仓 |
| VWO | VANGUARD FSTE | $74.01万 | 0.08% | 13,692 | -1,465 | -9.7% | -$7.92万 | 减仓 |
| GEM | GOLDMAN SACHS | $73.53万 | 0.08% | 17,020 | -620 | -3.5% | -$2.68万 | 减仓 |
| BA | BOEING COMPANY | $69.28万 | 0.08% | 3,481 | 3,453 | 12,332.1% | $68.73万 | 加仓 |
| NUMG | NUVEEN ESG | $68.49万 | 0.08% | 16,672 | -540 | -3.1% | -$2.22万 | 减仓 |
| VNLA | JANUS HENDERSON | $66.23万 | 0.07% | 13,556 | 6,907 | 103.9% | $33.75万 | 加仓 |
| IWM | ISHARES RUSSELL | $63.66万 | 0.07% | 2,567 | -365 | -12.4% | -$9.05万 | 减仓 |
| IWF | ISHARES RUSSELL | $57.31万 | 0.06% | 1,344 | 0 | 0.0% | — | 不变 |
| JSML | JANUS DETROIT | $54.06万 | 0.06% | 7,719 | -420 | -5.2% | -$2.94万 | 减仓 |
| SPSB | STATE STREET | $44.13万 | 0.05% | 14,676 | 637 | 4.5% | $1.92万 | 加仓 |
| LLY | ELI LILLY | $42.49万 | 0.05% | 462 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE | $41.48万 | 0.05% | 6,143 | -18 | -0.3% | -$1,216 | 减仓 |
| JCI | JOHNSON CONTROLS | $41.30万 | 0.05% | 3,154 | -50 | -1.6% | -$6,547 | 减仓 |
| SLYG | STATE STREET | $39.31万 | 0.04% | 4,068 | -423 | -9.4% | -$4.09万 | 减仓 |
| VB | VANGUARD SMALL | $38.69万 | 0.04% | 1,477 | 8 | 0.5% | $2,095 | 加仓 |
| JPM | JPMORGAN CHASE | $36.27万 | 0.04% | 1,233 | 93 | 8.2% | $2.74万 | 加仓 |
| SPY | STATE STREET | $36.01万 | 0.04% | 554 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM | $35.05万 | 0.04% | 1,683 | 46 | 2.8% | $9,580 | 加仓 |
| SMMU | PIMCO SHORT | $34.86万 | 0.04% | 6,909 | 6,209 | 887.0% | $31.32万 | 重新持有 |
| MTUM | ISHARES MSCI | $34.37万 | 0.04% | 1,432 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE | $33.68万 | 0.04% | 1,717 | -225 | -11.6% | -$4.41万 | 减仓 |
| COST | COSTCO WHOLESALE | $32.68万 | 0.04% | 328 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE | $32.48万 | 0.04% | 2,613 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST | $31.60万 | 0.04% | 6,719 | -1,150 | -14.6% | -$5.41万 | 减仓 |