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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET | $7,368.62万 | 7.29% | 838,486 | -7,712 | -0.9% | -$67.77万 | 减仓 |
| JBND | JPMORGAN ACTIVE | $5,963.39万 | 5.90% | 1,114,649 | 5,106 | 0.5% | $27.32万 | 加仓 |
| AVIV | AVANTIS INTL | $5,211.27万 | 5.16% | 673,117 | 92,595 | 16.0% | $716.87万 | 加仓 |
| MMIT | NYLI MACKAY | $4,789.88万 | 4.74% | 1,967,096 | 62,028 | 3.3% | $151.04万 | 加仓 |
| GSLC | GOLDMAN SACHS | $4,560.01万 | 4.51% | 321,376 | -4,085 | -1.3% | -$57.96万 | 减仓 |
| DLN | WISDOMTREE U S | $3,881.68万 | 3.84% | 402,998 | 3,814 | 1.0% | $36.74万 | 加仓 |
| GSIE | GOLDMAN SACHS | $3,204.66万 | 3.17% | 701,237 | 53,411 | 8.2% | $244.09万 | 加仓 |
| DIVB | ISHARES CORE | $3,134.64万 | 3.10% | 508,870 | -13,341 | -2.6% | -$82.18万 | 减仓 |
| IVV | ISHARES CORE | $2,781.28万 | 2.75% | 37,139 | -1,120 | -2.9% | -$83.88万 | 减仓 |
| FELG | FIDELITY ENHANCED | $2,764.68万 | 2.74% | 631,926 | 91,203 | 16.9% | $399.01万 | 加仓 |
| VUG | VANGUARD GROWTH | $2,675.69万 | 2.65% | 310,621 | 5,503 | 1.8% | $47.40万 | 加仓 |
| DON | WISDOMTREE U S | $2,656.89万 | 2.63% | 470,081 | -30,618 | -6.1% | -$173.05万 | 减仓 |
| AVDE | AVANTIS INTL | $2,640.67万 | 2.61% | 296,039 | 40,297 | 15.8% | $359.45万 | 加仓 |
| PWV | INVESCO LARGE | $2,500.87万 | 2.48% | 330,061 | 7,143 | 2.2% | $54.12万 | 加仓 |
| SPDW | STATE STREET | $2,262.86万 | 2.24% | 449,070 | 34,226 | 8.3% | $172.46万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR | $2,213.08万 | 2.19% | 225,135 | -4,820 | -2.1% | -$47.38万 | 减仓 |
| PULS | PGIM ULTRA | $2,129.95万 | 2.11% | 429,859 | 13,854 | 3.3% | $68.65万 | 加仓 |
| CTA | SIMPLIFY MANAGED | $2,129.78万 | 2.11% | 821,040 | 26,180 | 3.3% | $67.91万 | 加仓 |
| JMUB | JPMORGAN | $2,026.68万 | 2.01% | 400,095 | -13,115 | -3.2% | -$66.43万 | 减仓 |
| HAP | VANECK NATURAL | $1,620.54万 | 1.60% | 236,196 | -16,899 | -6.7% | -$115.94万 | 减仓 |
| — | PGIM SHORT | $1,605.21万 | 1.59% | 321,813 | 319,532 | 14,008.4% | $1,593.83万 | 加仓 |
| DBMF | IMGP DBI | $1,567.00万 | 1.55% | 511,925 | -29,245 | -5.4% | -$89.52万 | 减仓 |
| SPMD | STATE STREET | $1,505.35万 | 1.49% | 222,817 | -6,854 | -3.0% | -$46.31万 | 减仓 |
| RECS | COLUMBIA RESEARCH | $1,503.74万 | 1.49% | 347,443 | 9,455 | 2.8% | $40.92万 | 加仓 |
| SPTM | STATE STREET | $1,495.33万 | 1.48% | 164,702 | -12,018 | -6.8% | -$109.11万 | 减仓 |
| SPYG | STATE STREET | $1,332.40万 | 1.32% | 111,976 | 1,650 | 1.5% | $19.63万 | 加仓 |
| DGRW | WISDOMTREE US | $1,232.53万 | 1.22% | 128,898 | 1,255 | 1.0% | $12.00万 | 加仓 |
| IWY | ISHARES RUSSELL | $1,190.61万 | 1.18% | 40,968 | -1,415 | -3.3% | -$41.12万 | 减仓 |
| CWI | STATE STREET | $1,150.43万 | 1.14% | 282,870 | 2,802 | 1.0% | $11.40万 | 加仓 |
| SFLO | VICTORYSHARES SMALL | $1,135.17万 | 1.12% | 331,922 | -10,863 | -3.2% | -$37.15万 | 减仓 |
| BRIE | MFS BLENDED | $999.55万 | 0.99% | 329,667 | 324,442 | 6,209.4% | $983.71万 | 加仓 |
| GUNR | FLEXSHARES MORNINGSTAR | $825.76万 | 0.82% | 167,566 | 4,701 | 2.9% | $23.17万 | 加仓 |
| SPSM | STATE STREET | $792.49万 | 0.78% | 137,417 | 2,126 | 1.6% | $12.26万 | 加仓 |
| SPAB | STATE STREET | $781.60万 | 0.77% | 306,270 | 5,228 | 1.7% | $13.34万 | 加仓 |
| MDYV | STATE STREET | $736.45万 | 0.73% | 77,644 | -3,269 | -4.0% | -$31.01万 | 减仓 |
| VIG | VANGUARD DIVIDEND | $700.00万 | 0.69% | 29,583 | 20 | 0.1% | $4,732 | 加仓 |
| AVEM | AVANTIS EMERGING | $689.36万 | 0.68% | 71,443 | 2,305 | 3.3% | $22.24万 | 加仓 |
| FESM | FIDELITY ENHANCED | $640.00万 | 0.63% | 132,532 | 11,211 | 9.2% | $54.14万 | 加仓 |
| BBSC | JPMORGAN | $629.66万 | 0.62% | 68,553 | 1,097 | 1.6% | $10.08万 | 加仓 |
| SPYV | STATE STREET | $613.46万 | 0.61% | 100,915 | -1,043 | -1.0% | -$6.34万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING | $588.39万 | 0.58% | 146,328 | -7,405 | -4.8% | -$29.78万 | 减仓 |
| PYLD | PIMCO ENHANCED | $526.48万 | 0.52% | 198,523 | 15,588 | 8.5% | $41.34万 | 加仓 |
| SPHQ | INVESCO S&P | $514.17万 | 0.51% | 57,066 | -1,743 | -3.0% | -$15.70万 | 减仓 |
| ISCG | ISHARES MORNINGSTAR | $510.33万 | 0.51% | 77,865 | -212 | -0.3% | -$1.39万 | 减仓 |
| FMDE | FIDELITY ENHANCED | $491.52万 | 0.49% | 121,125 | -1,732 | -1.4% | -$7.03万 | 减仓 |
| MDYG | STATE STREET | $478.87万 | 0.47% | 42,722 | -1,971 | -4.4% | -$22.09万 | 减仓 |
| GNR | STATE STREET | $477.91万 | 0.47% | 71,001 | 467 | 0.7% | $3.14万 | 加仓 |
| RODM | HARTFORD MULTIFACTOR | $467.58万 | 0.46% | 115,710 | -3,093 | -2.6% | -$12.50万 | 减仓 |
| DFIS | DIMENSIONAL INTL | $394.35万 | 0.39% | 112,576 | 11,347 | 11.2% | $39.75万 | 加仓 |
| FLQM | FRANKLIN US | $365.00万 | 0.36% | 63,055 | -1,475 | -2.3% | -$8.54万 | 减仓 |
| JHMM | JOHN HANCOCK | $345.52万 | 0.34% | 46,094 | 1,861 | 4.2% | $13.95万 | 加仓 |
| — | VICTORYSHARES US | $340.43万 | 0.34% | 51,901 | 388 | 0.8% | $2.54万 | 加仓 |
| NBCM | NEUBERGER COMMODITY | $266.05万 | 0.26% | 100,281 | -20,876 | -17.2% | -$55.38万 | 减仓 |
| JSMD | JANUS DETROIT | $260.45万 | 0.26% | 25,726 | -2,203 | -7.9% | -$22.30万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS | $258.99万 | 0.26% | 19,224 | -715 | -3.6% | -$9.63万 | 减仓 |
| SPEM | STATE STREET | $246.36万 | 0.24% | 47,579 | 2,741 | 6.1% | $14.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $240.79万 | 0.24% | 4,812 | -37 | -0.8% | -$1.85万 | 减仓 |
| AVDV | AVANTIS INTL | $232.16万 | 0.23% | 22,529 | -137 | -0.6% | -$1.41万 | 减仓 |
| JMST | JPMORGAN | $202.12万 | 0.20% | 39,631 | 81 | 0.2% | $4,131 | 加仓 |
| HELO | JPMORGAN HEDGED | $193.00万 | 0.19% | 28,559 | -3,893 | -12.0% | -$26.31万 | 减仓 |
| SMLV | STATE STREET | $182.64万 | 0.18% | 11,606 | -388 | -3.2% | -$6.11万 | 减仓 |
| SPGM | STATE STREET | $181.62万 | 0.18% | 21,200 | 4,189 | 24.6% | $35.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $173.07万 | 0.17% | 6,814 | -280 | -3.9% | -$7.11万 | 减仓 |
| CGGE | CAPITAL GROUP | $170.57万 | 0.17% | 48,401 | 14,193 | 41.5% | $50.02万 | 加仓 |
| YLD | PRINCIPAL ACTIVE | $167.48万 | 0.17% | 87,776 | 87,007 | 11,314.3% | $166.01万 | 加仓 |
| VNLA | JANUS HENDERSON | $167.37万 | 0.17% | 34,251 | 20,695 | 152.7% | $101.13万 | 加仓 |
| HTAB | HARTFORD SCHRODERS | $165.32万 | 0.16% | 86,184 | -27,628 | -24.3% | -$53.00万 | 减仓 |
| AAPL | APPLE INC | $164.60万 | 0.16% | 5,689 | -173 | -3.0% | -$5.01万 | 减仓 |
| WEC | WEC ENERGY | $147.57万 | 0.15% | 12,638 | -553 | -4.2% | -$6.46万 | 减仓 |
| VTI | VANGUARD TOTAL | $146.83万 | 0.15% | 3,968 | -106 | -2.6% | -$3.92万 | 减仓 |
| DES | WISDOMTREE U S | $142.61万 | 0.14% | 35,057 | -1,031 | -2.9% | -$4.19万 | 减仓 |
| VOO | VANGUARD S&P | $139.29万 | 0.14% | 2,028 | -67 | -3.2% | -$4.60万 | 减仓 |
| PBUS | INVESCO MSCI | $118.49万 | 0.12% | 15,833 | -2,520 | -13.7% | -$18.86万 | 减仓 |
| SCHM | SCHWAB US | $118.03万 | 0.12% | 32,013 | -2,765 | -8.0% | -$10.19万 | 减仓 |
| QQQ | INVESCO QQQ | $105.97万 | 0.10% | 1,439 | 66 | 4.8% | $4.86万 | 加仓 |
| BBMC | JPMORGAN BETABUILDERS | $103.55万 | 0.10% | 8,144 | -224 | -2.7% | -$2.85万 | 减仓 |
| GEM | GOLDMAN SACHS | $88.37万 | 0.09% | 16,994 | -26 | -0.2% | -$1,352 | 减仓 |
| SLYV | STATE STREET | $85.92万 | 0.09% | 7,875 | -466 | -5.6% | -$5.08万 | 减仓 |
| NVDA | NVIDIA CORP | $85.54万 | 0.08% | 4,275 | -200 | -4.5% | -$4.00万 | 减仓 |
| VSS | VANGUARD FTSE | $85.01万 | 0.08% | 5,510 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $83.39万 | 0.08% | 2,236 | -29 | -1.3% | -$1.08万 | 减仓 |
| IWM | ISHARES RUSSELL | $80.88万 | 0.08% | 2,692 | 125 | 4.9% | $3.76万 | 加仓 |
| VWO | VANGUARD FSTE | $79.47万 | 0.08% | 13,313 | -379 | -2.8% | -$2.26万 | 减仓 |
| BA | BOEING COMPANY | $74.99万 | 0.07% | 3,464 | -17 | -0.5% | -$3,680 | 减仓 |
| LLY | ELI LILLY | $73.41万 | 0.07% | 612 | 150 | 32.5% | $17.99万 | 加仓 |
| JSML | JANUS DETROIT | $71.64万 | 0.07% | 7,699 | -20 | -0.3% | -$1,861 | 减仓 |
| IWF | ISHARES RUSSELL | $66.75万 | 0.07% | 5,376 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE | $58.71万 | 0.06% | 7,709 | 1,201 | 18.5% | $9.15万 | 加仓 |
| NUMG | NUVEEN ESG | $58.31万 | 0.06% | 12,416 | -4,256 | -25.5% | -$19.99万 | 减仓 |
| JCI | JOHNSON CONTROLS | $52.57万 | 0.05% | 3,598 | 444 | 14.1% | $6.49万 | 加仓 |
| SPSB | STATE STREET | $47.51万 | 0.05% | 15,830 | 1,154 | 7.9% | $3.46万 | 加仓 |
| MTUM | ISHARES MSCI | $46.83万 | 0.05% | 1,366 | -66 | -4.6% | -$2.26万 | 减仓 |
| AMZN | AMAZON COM | $45.81万 | 0.05% | 1,922 | 239 | 14.2% | $5.70万 | 加仓 |
| VB | VANGUARD SMALL | $44.77万 | 0.04% | 1,477 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET | $44.09万 | 0.04% | 3,701 | -367 | -9.0% | -$4.37万 | 减仓 |
| SPY | STATE STREET | $42.54万 | 0.04% | 570 | 16 | 2.9% | $1.19万 | 加仓 |
| IJH | ISHARES CORE | $41.99万 | 0.04% | 5,445 | -698 | -11.4% | -$5.38万 | 减仓 |
| CAT | CATERPILLAR INC | $40.79万 | 0.04% | 383 | -20 | -5.0% | -$2.13万 | 减仓 |
| IJR | ISHARES CORE | $39.41万 | 0.04% | 2,657 | 44 | 1.7% | $6,526 | 加仓 |
| GOOG | ALPHABET INC | $38.05万 | 0.04% | 1,077 | 92 | 9.3% | $3.25万 | 加仓 |