IAMS WEALTH MANAGEMENT, LLC
OMAHA NE · SEC CIK 0001998182
$3.32亿2026Q2 申报市值
190持仓数
26.0%前十大占比 · 第一大 5.5%
17 / 15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
ACYN 新建仓+$724.75万
FIXD 加仓+$294.59万
VOOG 加仓+$227.24万
XLG 加仓+$186.78万
FTCB 加仓+$184.75万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$253.55万
SPY 减仓-$234.20万
BIL 减仓-$142.29万
XLSR 减仓-$127.12万
UPS 减仓-$125.19万
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 |
|---|---|---|---|---|---|---|---|---|
| FISR | SSGA ACTIVE TR | $0 | 0.00% | 0 | -39,070 | -100.0% | -$100.49万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -12,098 | -100.0% | -$72.33万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -19,600 | -100.0% | -$60.14万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -2,702 | -100.0% | -$56.75万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,454 | -100.0% | -$55.35万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -418 | -100.0% | -$55.21万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -1,430 | -100.0% | -$48.31万 | 清仓 |
| CERY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,781 | -100.0% | -$37.99万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,108 | -100.0% | -$37.11万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,592 | -100.0% | -$33.12万 | 清仓 |
| EMHY | ISHARES INC | $0 | 0.00% | 0 | -7,331 | -100.0% | -$28.87万 | 清仓 |
| GWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,533 | -100.0% | -$27.59万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -6,463 | -100.0% | -$25.95万 | 清仓 |
| EMHC | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,778 | -100.0% | -$24.25万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -672 | -100.0% | -$23.96万 | 清仓 |
| — | PIMCO HIGH INCOME FD | $13.98万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $15.67万 | 0.05% | 10,000 | 10,000 | — | $15.67万 | 新建仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $18.74万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $20.12万 | 0.06% | 568 | 568 | — | $20.12万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.23万 | 0.06% | 854 | -343 | -28.7% | -$8.13万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.44万 | 0.06% | 428 | -654 | -60.4% | -$31.23万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.63万 | 0.06% | 7,971 | 7,971 | — | $20.63万 | 新建仓 |
| EFA | ISHARES TR | $20.97万 | 0.06% | 2,018 | 2,018 | — | $20.97万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $21.04万 | 0.06% | 3,863 | 3,863 | — | $21.04万 | 新建仓 |
| — | BLACKROCK FLOATING RATE INC | $21.32万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| FID | FIRST TR EXCHANGE TRADED FD | $21.44万 | 0.06% | 9,989 | -291 | -2.8% | -$6,245 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $21.48万 | 0.06% | 1,993 | 1,993 | — | $21.48万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.57万 | 0.07% | 3,782 | 3,782 | — | $22.57万 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $22.78万 | 0.07% | 13,714 | -948 | -6.5% | -$1.57万 | 减仓 |
| SLV | ISHARES SILVER TR | $24.31万 | 0.07% | 4,547 | 219 | 5.1% | $1.17万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $24.50万 | 0.07% | 2,432 | -435 | -15.2% | -$4.38万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $24.79万 | 0.07% | 4,787 | -16,281 | -77.3% | -$84.32万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $24.90万 | 0.07% | 4,941 | -24,302 | -83.1% | -$122.48万 | 减仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $25.10万 | 0.08% | 17,250 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $25.56万 | 0.08% | 2,967 | 27 | 0.9% | $2,326 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $25.77万 | 0.08% | 6,337 | 340 | 5.7% | $1.38万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $26.09万 | 0.08% | 12,702 | 12,702 | — | $26.09万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $26.47万 | 0.08% | 22,000 | 0 | 0.0% | — | 不变 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $26.54万 | 0.08% | 9,501 | 9,501 | — | $26.54万 | 新建仓 |
| URI | UNITED RENTALS INC | $26.96万 | 0.08% | 238 | 238 | — | $26.96万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $27.52万 | 0.08% | 13,629 | -525 | -3.7% | -$1.06万 | 减仓 |
| — | EXXON MOBIL CORP | $28.52万 | 0.09% | 2,086 | -95 | -4.4% | -$1.30万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $29.22万 | 0.09% | 2,099 | 364 | 21.0% | $5.07万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $30.73万 | 0.09% | 1,264 | -13 | -1.0% | -$3,160 | 减仓 |
| MAIN | MAIN STR CAP CORP | $31.65万 | 0.10% | 6,100 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $31.81万 | 0.10% | 859 | 3 | 0.4% | $1,111 | 加仓 |
| XLSR | SSGA ACTIVE TR | $33.06万 | 0.10% | 5,097 | -19,597 | -79.4% | -$127.12万 | 减仓 |
| GLD | SPDR GOLD TR | $36.40万 | 0.11% | 988 | -507 | -33.9% | -$18.68万 | 减仓 |
| IVV | ISHARES TR | $37.59万 | 0.11% | 502 | 8 | 1.6% | $5,991 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $39.07万 | 0.12% | 8,045 | -879 | -9.8% | -$4.27万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $39.71万 | 0.12% | 8,159 | -5,256 | -39.2% | -$25.58万 | 减仓 |
| IEFA | ISHARES TR | $41.78万 | 0.13% | 4,326 | 32 | 0.7% | $3,091 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $42.67万 | 0.13% | 13,492 | -684 | -4.8% | -$2.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $42.79万 | 0.13% | 9,646 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $44.58万 | 0.13% | 14,823 | -836 | -5.3% | -$2.51万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $46.20万 | 0.14% | 2,743 | 972 | 54.9% | $16.37万 | 加仓 |
| T | AT&T INC | $46.39万 | 0.14% | 22,408 | 7,657 | 51.9% | $15.85万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $49.72万 | 0.15% | 7,095 | 1,981 | 38.7% | $13.88万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $49.95万 | 0.15% | 4,081 | 543 | 15.3% | $6.65万 | 加仓 |
| HAS | HASBRO INC | $50.01万 | 0.15% | 6,055 | 1,872 | 44.8% | $15.46万 | 加仓 |
| MAGS | LISTED FDS TR | $51.73万 | 0.16% | 8,045 | 477 | 6.3% | $3.07万 | 加仓 |
| CME | CME GROUP INC | $52.40万 | 0.16% | 2,373 | 2,373 | — | $52.40万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $54.18万 | 0.16% | 9,186 | -341 | -3.6% | -$2.01万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $54.55万 | 0.16% | 6,721 | 2,147 | 46.9% | $17.43万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $55.74万 | 0.17% | 7,553 | 769 | 11.3% | $5.68万 | 加仓 |
| EIX | EDISON INTL | $55.90万 | 0.17% | 7,509 | 2,409 | 47.2% | $17.94万 | 加仓 |
| QCOM | QUALCOMM INC | $56.64万 | 0.17% | 3,065 | -1,741 | -36.2% | -$32.17万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $59.41万 | 0.18% | 21,914 | 6,245 | 39.9% | $16.93万 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $59.77万 | 0.18% | 7,831 | 225 | 3.0% | $1.72万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $60.53万 | 0.18% | 2,437 | 539 | 28.4% | $13.39万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $60.60万 | 0.18% | 1,189 | 344 | 40.7% | $17.53万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $61.62万 | 0.19% | 13,590 | 2,504 | 22.6% | $11.35万 | 加仓 |
| SO | SOUTHERN CO | $62.72万 | 0.19% | 6,552 | 1,907 | 41.1% | $18.26万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $63.73万 | 0.19% | 3,344 | 3,344 | — | $63.73万 | 新建仓 |
| AMGN | AMGEN INC | $64.77万 | 0.19% | 1,787 | 255 | 16.6% | $9.24万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $67.01万 | 0.20% | 15,826 | 4,584 | 40.8% | $19.41万 | 加仓 |
| DIS | DISNEY WALT CO | $67.56万 | 0.20% | 7,018 | 1,501 | 27.2% | $14.45万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $68.39万 | 0.21% | 11,988 | 160 | 1.4% | $9,128 | 加仓 |
| TJX | TJX COS INC NEW | $68.65万 | 0.21% | 4,530 | 706 | 18.5% | $10.70万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $69.46万 | 0.21% | 16,805 | -1,497 | -8.2% | -$6.19万 | 减仓 |
| XYL | XYLEM INC | $69.51万 | 0.21% | 5,880 | 5,880 | — | $69.51万 | 新建仓 |
| MO | ALTRIA GROUP INC | $71.06万 | 0.21% | 9,876 | 2,614 | 36.0% | $18.81万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $71.15万 | 0.21% | 7,726 | 1,465 | 23.4% | $13.49万 | 加仓 |
| RTX | RTX CORPORATION | $73.35万 | 0.22% | 3,865 | 657 | 20.5% | $12.47万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $73.54万 | 0.22% | 24,352 | 5,661 | 30.3% | $17.10万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $74.26万 | 0.22% | 2,247 | 407 | 22.1% | $13.45万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $75.35万 | 0.23% | 7,031 | 1,313 | 23.0% | $14.07万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $76.26万 | 0.23% | 26,012 | 236 | 0.9% | $6,918 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $78.01万 | 0.23% | 2,362 | 456 | 23.9% | $15.06万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $79.06万 | 0.24% | 2,811 | 297 | 11.8% | $8.35万 | 加仓 |
| IEI | ISHARES TR | $81.58万 | 0.25% | 6,944 | -258 | -3.6% | -$3.03万 | 减仓 |
| TXN | TEXAS INSTRS INC | $81.70万 | 0.25% | 2,741 | 2,741 | — | $81.70万 | 新建仓 |
| ABBV | ABBVIE INC | $83.67万 | 0.25% | 3,324 | 460 | 16.1% | $11.58万 | 加仓 |
| EMN | EASTMAN CHEM CO | $85.16万 | 0.26% | 12,713 | 100 | 0.8% | $6,699 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $85.58万 | 0.26% | 3,183 | 502 | 18.7% | $13.50万 | 加仓 |
| V | VISA INC | $87.09万 | 0.26% | 2,538 | 490 | 23.9% | $16.81万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $87.94万 | 0.26% | 4,517 | 274 | 6.5% | $5.33万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $88.30万 | 0.27% | 4,766 | 1,094 | 29.8% | $20.27万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $88.47万 | 0.27% | 17,771 | 288 | 1.6% | $1.43万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $89.31万 | 0.27% | 17,819 | -178 | -1.0% | -$8,922 | 减仓 |