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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $92.50万 | 0.28% | 15,893 | -609 | -3.7% | -$3.54万 | 减仓 |
| CTAS | CINTAS CORP | $93.99万 | 0.28% | 5,525 | 1,201 | 27.8% | $20.43万 | 加仓 |
| SYK | STRYKER CORPORATION | $94.66万 | 0.28% | 3,006 | 728 | 32.0% | $22.92万 | 加仓 |
| GE | GE AEROSPACE | $94.74万 | 0.29% | 2,535 | 526 | 26.2% | $19.66万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $96.11万 | 0.29% | 2,840 | 384 | 15.6% | $13.00万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $98.07万 | 0.30% | 11,066 | -1,119 | -9.2% | -$9.92万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $98.83万 | 0.30% | 52,412 | 1,846 | 3.7% | $3.48万 | 加仓 |
| LOW | LOWES COS INC | $99.15万 | 0.30% | 4,496 | 1,167 | 35.1% | $25.74万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $102.21万 | 0.31% | 7,516 | 1,062 | 16.5% | $14.44万 | 加仓 |
| EQIX | EQUINIX INC | $102.89万 | 0.31% | 986 | -142 | -12.6% | -$14.82万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $103.89万 | 0.31% | 1,110 | -433 | -28.1% | -$40.53万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $103.92万 | 0.31% | 10,975 | 258 | 2.4% | $2.44万 | 加仓 |
| IVW | ISHARES TR | $105.98万 | 0.32% | 7,705 | 8 | 0.1% | $1,100 | 加仓 |
| IVE | ISHARES TR | $107.13万 | 0.32% | 4,718 | 9 | 0.2% | $2,044 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $108.85万 | 0.33% | 34,024 | 34 | 0.1% | $1,088 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $110.30万 | 0.33% | 21,841 | 434 | 2.0% | $2.19万 | 加仓 |
| AMAT | APPLIED MATLS INC | $112.06万 | 0.34% | 1,550 | -343 | -18.1% | -$24.80万 | 减仓 |
| SCI | SERVICE CORP INTL | $112.92万 | 0.34% | 14,864 | 1,236 | 9.1% | $9.39万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $114.23万 | 0.34% | 2,748 | 234 | 9.3% | $9.73万 | 加仓 |
| SRE | SEMPRA | $119.64万 | 0.36% | 12,903 | 2,258 | 21.2% | $20.94万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $120.23万 | 0.36% | 4,850 | 59 | 1.2% | $1.46万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $120.80万 | 0.36% | 5,464 | 5,464 | — | $120.80万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $122.18万 | 0.37% | 6,060 | 343 | 6.0% | $6.92万 | 加仓 |
| HON | HONEYWELL INTL INC | $122.54万 | 0.37% | 5,473 | -5,136 | -48.4% | -$115.00万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $123.33万 | 0.37% | 13,522 | -3,345 | -19.8% | -$30.51万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $124.86万 | 0.38% | 9,205 | -18,693 | -67.0% | -$253.55万 | 减仓 |
| XAR | SPDR SERIES TRUST | $125.51万 | 0.38% | 4,422 | 311 | 7.6% | $8.83万 | 加仓 |
| EVRG | EVERGY INC | $125.87万 | 0.38% | 14,561 | 2,063 | 16.5% | $17.83万 | 加仓 |
| PEP | PEPSICO INC | $127.81万 | 0.38% | 9,437 | 1,303 | 16.0% | $17.65万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $128.97万 | 0.39% | 50,377 | 5,748 | 12.9% | $14.72万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $129.61万 | 0.39% | 15,681 | -148 | -0.9% | -$1.22万 | 减仓 |
| BILS | SPDR SERIES TRUST | $131.72万 | 0.40% | 13,253 | -6,005 | -31.2% | -$59.68万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $132.18万 | 0.40% | 53,839 | -12,536 | -18.9% | -$30.78万 | 减仓 |
| WM | WASTE MGMT INC DEL | $132.47万 | 0.40% | 5,943 | 560 | 10.4% | $12.48万 | 加仓 |
| NTES | NETEASE COM INC | $134.96万 | 0.41% | 10,532 | 4,818 | 84.3% | $61.74万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $136.20万 | 0.41% | 14,501 | 534 | 3.8% | $5.02万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $136.24万 | 0.41% | 3,144 | 491 | 18.5% | $21.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $142.25万 | 0.43% | 7,861 | 1,749 | 28.6% | $31.65万 | 加仓 |
| USB | US BANCORP | $143.45万 | 0.43% | 23,747 | -11,616 | -32.8% | -$70.17万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $148.05万 | 0.45% | 71,489 | 3,962 | 5.9% | $8.21万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $151.09万 | 0.45% | 2,601 | 2,601 | — | $151.09万 | 新建仓 |
| GOOGL | ALPHABET INC | $159.13万 | 0.48% | 4,452 | 763 | 20.7% | $27.27万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $160.23万 | 0.48% | 6,053 | -173 | -2.8% | -$4.58万 | 减仓 |
| TSLA | TESLA INC | $161.34万 | 0.49% | 3,836 | 353 | 10.1% | $14.85万 | 加仓 |
| CVX | CHEVRON CORPORATION | $162.44万 | 0.49% | 9,799 | 1,330 | 15.7% | $22.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $172.16万 | 0.52% | 6,777 | 3,071 | 82.9% | $78.01万 | 加仓 |
| BAC | BANK OF AMER CORP | $179.59万 | 0.54% | 31,516 | -1,065 | -3.3% | -$6.07万 | 减仓 |
| COP | CONOCOPHILLIPS | $181.96万 | 0.55% | 17,502 | 208 | 1.2% | $2.16万 | 加仓 |
| SHEL | SHELL PLC | $184.14万 | 0.55% | 23,745 | -945 | -3.8% | -$7.33万 | 减仓 |
| ADI | ANALOG DEVICES INC | $185.99万 | 0.56% | 4,681 | 1,054 | 29.1% | $41.88万 | 加仓 |
| CSCO | CISCO SYS INC | $191.53万 | 0.58% | 16,304 | 2,167 | 15.3% | $25.46万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $194.52万 | 0.59% | 38,527 | -1,096 | -2.8% | -$5.53万 | 减仓 |
| MCD | MCDONALDS CORP | $196.87万 | 0.59% | 7,281 | 1,085 | 17.5% | $29.34万 | 加仓 |
| WMT | WALMART INC | $200.66万 | 0.60% | 17,716 | 2,702 | 18.0% | $30.60万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $205.86万 | 0.62% | 8,358 | 335 | 4.2% | $8.25万 | 加仓 |
| AZN | ASTRAZENECA PLC | $206.40万 | 0.62% | 10,885 | -5,693 | -34.3% | -$107.95万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $208.48万 | 0.63% | 12,765 | 1,630 | 14.6% | $26.62万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $208.90万 | 0.63% | 23,021 | 4,742 | 25.9% | $43.03万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $211.61万 | 0.64% | 9,216 | -2,277 | -19.8% | -$52.28万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $213.17万 | 0.64% | 3,101 | 19 | 0.6% | $1.31万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $220.42万 | 0.66% | 35,998 | 30,503 | 555.1% | $186.78万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $225.68万 | 0.68% | 15,388 | 1,868 | 13.8% | $27.40万 | 加仓 |
| HD | HOME DEPOT INC | $226.85万 | 0.68% | 6,431 | 848 | 15.2% | $29.91万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $228.86万 | 0.69% | 78,322 | -1,261 | -1.6% | -$3.68万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $231.19万 | 0.70% | 7,630 | 1,852 | 32.1% | $56.11万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $235.40万 | 0.71% | 8,098 | 1,336 | 19.8% | $38.84万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $261.07万 | 0.79% | 33,652 | -301 | -0.9% | -$2.34万 | 减仓 |
| PYLD | PIMCO ETF TR | $268.51万 | 0.81% | 101,249 | -2,765 | -2.7% | -$7.33万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $273.63万 | 0.82% | 127,861 | 18,619 | 17.0% | $39.85万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $277.26万 | 0.83% | 28,642 | 1,221 | 4.5% | $11.82万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $284.59万 | 0.86% | 59,066 | 1,712 | 3.0% | $8.25万 | 加仓 |
| WFC | WELLS FARGO & CO | $289.34万 | 0.87% | 35,009 | 2,311 | 7.1% | $19.10万 | 加仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $290.51万 | 0.87% | 65,413 | 7,024 | 12.0% | $31.19万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $298.95万 | 0.90% | 80,793 | 1,795 | 2.3% | $6.64万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $313.93万 | 0.95% | 29,202 | -11,645 | -28.5% | -$125.19万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $318.24万 | 0.96% | 25,186 | 3,780 | 17.7% | $47.76万 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $323.51万 | 0.97% | 147,419 | 14,133 | 10.6% | $31.02万 | 加仓 |
| AVGO | BROADCOM INC | $327.33万 | 0.99% | 8,664 | -427 | -4.7% | -$16.13万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $329.03万 | 0.99% | 9,831 | -845 | -7.9% | -$28.28万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $335.03万 | 1.01% | 112,730 | -1,266 | -1.1% | -$3.76万 | 减仓 |
| META | META PLATFORMS INC | $341.69万 | 1.03% | 6,065 | 574 | 10.5% | $32.34万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $360.70万 | 1.09% | 22,327 | 2,942 | 15.2% | $47.53万 | 加仓 |
| GOOG | ALPHABET INC | $369.70万 | 1.11% | 10,462 | 952 | 10.0% | $33.64万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $371.67万 | 1.12% | 49,580 | 8,936 | 22.0% | $66.99万 | 加仓 |
| ANGL | VANECK ETF TRUST | $371.97万 | 1.12% | 127,212 | 15,503 | 13.9% | $45.33万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $374.09万 | 1.13% | 17,063 | 4,384 | 34.6% | $96.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $388.85万 | 1.17% | 7,771 | 149 | 2.0% | $7.46万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $395.30万 | 1.19% | 91,041 | -3,148 | -3.3% | -$13.67万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $399.60万 | 1.20% | 59,428 | 6,476 | 12.2% | $43.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $419.93万 | 1.26% | 12,827 | 579 | 4.7% | $18.96万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $435.30万 | 1.31% | 37,891 | -1,181 | -3.0% | -$13.57万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $501.53万 | 1.51% | 115,002 | 67,551 | 142.4% | $294.59万 | 加仓 |
| AMZN | AMAZON COM INC | $550.57万 | 1.66% | 23,100 | 869 | 3.9% | $20.71万 | 加仓 |
| AAPL | APPLE INC | $553.37万 | 1.67% | 19,121 | 306 | 1.6% | $8.86万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $598.05万 | 1.80% | 72,383 | 27,503 | 61.3% | $227.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $630.94万 | 1.90% | 31,531 | -2,560 | -7.5% | -$51.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $635.36万 | 1.91% | 17,031 | 258 | 1.5% | $9.63万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $658.60万 | 1.98% | 167,711 | 18,436 | 12.4% | $72.40万 | 加仓 |
| BIL | SPDR SERIES TRUST | $705.39万 | 2.12% | 76,972 | -15,527 | -16.8% | -$142.29万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $709.17万 | 2.13% | 87,485 | 11,688 | 15.4% | $94.75万 | 加仓 |