IAMS WEALTH MANAGEMENT, LLC
OMAHA NE · SEC CIK 0001998182
$2.87亿2026Q1 申报市值
186持仓数
26.4%前十大占比 · 第一大 5.1%
15 / 15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
AZN 新建仓+$326.96万
PYLD 新建仓+$272.52万
JAAA 新建仓+$199.58万
BUFQ 加仓+$150.62万
BIL 加仓+$145.10万
2026Q1 卖出最多 按季末市值估算
NVO 清仓-$289.83万
AZN 清仓-$196.49万
ACN 清仓-$193.55万
XLG 减仓-$188.88万
GOOGL 减仓-$187.60万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,458.59万 | 5.08% | 25,267 | 882 | 3.6% | $50.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,209.61万 | 4.22% | 18,597 | -233 | -1.2% | -$15.16万 | 减仓 |
| BIL | SPDR SERIES TRUST | $847.67万 | 2.95% | 92,499 | 15,833 | 20.7% | $145.10万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $679.11万 | 2.37% | 201,100 | 39,584 | 24.5% | $133.68万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $638.26万 | 2.22% | 304,512 | 32,327 | 11.9% | $67.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $620.94万 | 2.16% | 16,773 | 2,631 | 18.6% | $97.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $594.55万 | 2.07% | 34,091 | 6,500 | 23.6% | $113.36万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $527.24万 | 1.84% | 149,275 | 42,643 | 40.0% | $150.62万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $517.55万 | 1.80% | 75,797 | 340 | 0.5% | $2.32万 | 加仓 |
| AAPL | APPLE INC | $477.57万 | 1.66% | 18,815 | 774 | 4.3% | $19.65万 | 加仓 |
| AMZN | AMAZON COM INC | $463.01万 | 1.61% | 22,231 | 3,876 | 21.1% | $80.73万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $401.88万 | 1.40% | 40,847 | -1,241 | -2.9% | -$12.21万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $365.95万 | 1.28% | 39,072 | 975 | 2.6% | $9.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $365.25万 | 1.27% | 7,622 | 2,057 | 37.0% | $98.57万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $363.34万 | 1.27% | 94,189 | 24,300 | 34.8% | $93.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $360.39万 | 1.26% | 12,248 | 1,786 | 17.1% | $52.55万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $347.85万 | 1.21% | 52,952 | 3,032 | 6.1% | $19.92万 | 加仓 |
| AZN | ASTRAZENECA PLC | $326.96万 | 1.14% | 16,578 | 16,578 | — | $326.96万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $320.83万 | 1.12% | 111,709 | -27,937 | -20.0% | -$80.24万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $319.19万 | 1.11% | 113,996 | 7,739 | 7.3% | $21.67万 | 加仓 |
| META | META PLATFORMS INC | $314.20万 | 1.10% | 5,491 | -104 | -1.9% | -$5.95万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $305.00万 | 1.06% | 7,480 | 2,576 | 52.5% | $105.04万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $298.37万 | 1.04% | 21,406 | -3,275 | -13.3% | -$45.65万 | 减仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $293.41万 | 1.02% | 133,286 | 21,150 | 18.9% | $46.56万 | 加仓 |
| AVGO | BROADCOM INC | $281.42万 | 0.98% | 9,091 | 1,140 | 14.3% | $35.29万 | 加仓 |
| GOOG | ALPHABET INC | $272.84万 | 0.95% | 9,510 | 1,658 | 21.1% | $47.57万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $272.81万 | 0.95% | 40,644 | 19,307 | 90.5% | $129.59万 | 加仓 |
| PYLD | PIMCO ETF TR | $272.52万 | 0.95% | 104,014 | 104,014 | — | $272.52万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $269.74万 | 0.94% | 57,354 | -2,889 | -4.8% | -$13.59万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $268.96万 | 0.94% | 78,998 | -2,203 | -2.7% | -$7.50万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $263.44万 | 0.92% | 33,953 | 3,488 | 11.4% | $27.06万 | 加仓 |
| WFC | WELLS FARGO & CO | $260.34万 | 0.91% | 32,698 | 5,124 | 18.6% | $40.80万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $258.40万 | 0.90% | 12,679 | 4,733 | 59.6% | $96.46万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $253.24万 | 0.88% | 27,421 | -4,269 | -13.5% | -$39.43万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $248.97万 | 0.87% | 11,493 | 1,936 | 20.3% | $41.94万 | 加仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $247.40万 | 0.86% | 58,389 | 20,499 | 54.1% | $86.86万 | 加仓 |
| — | HONEYWELL INTL INC | $239.85万 | 0.84% | 10,609 | -2,152 | -16.9% | -$48.65万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $235.64万 | 0.82% | 109,242 | 8,914 | 8.9% | $19.23万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $233.47万 | 0.81% | 6,762 | -1,538 | -18.5% | -$53.10万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $230.58万 | 0.80% | 10,676 | 671 | 6.7% | $14.49万 | 加仓 |
| SHEL | SHELL PLC | $229.64万 | 0.80% | 24,690 | -2,739 | -10.0% | -$25.48万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $228.70万 | 0.80% | 79,583 | 9,615 | 13.7% | $27.63万 | 加仓 |
| COP | CONOCOPHILLIPS | $228.32万 | 0.80% | 17,294 | -2,792 | -13.9% | -$36.86万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $217.35万 | 0.76% | 19,385 | 4,941 | 34.2% | $55.40万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $206.85万 | 0.72% | 47,451 | 17,336 | 57.6% | $75.57万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $199.58万 | 0.70% | 39,623 | 39,623 | — | $199.58万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $195.32万 | 0.68% | 13,520 | -3,942 | -22.6% | -$56.95万 | 减仓 |
| MCD | MCDONALDS CORP | $192.61万 | 0.67% | 6,196 | -305 | -4.7% | -$9.48万 | 减仓 |
| BILS | SPDR SERIES TRUST | $191.52万 | 0.67% | 19,258 | 549 | 2.9% | $5.46万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $190.57万 | 0.66% | 66,375 | -49 | -0.1% | -$1,407 | 减仓 |
| ABT | ABBOTT LABORATORIES | $187.70万 | 0.65% | 18,279 | 2,121 | 13.1% | $21.78万 | 加仓 |
| WMT | WALMART INC | $186.61万 | 0.65% | 15,014 | 7,522 | 100.4% | $93.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $184.31万 | 0.64% | 3,082 | 489 | 18.9% | $29.24万 | 加仓 |
| USB | US BANCORP | $183.93万 | 0.64% | 35,363 | -441 | -1.2% | -$2.29万 | 减仓 |
| HD | HOME DEPOT INC | $183.71万 | 0.64% | 5,583 | -974 | -14.9% | -$32.05万 | 减仓 |
| CVX | CHEVRON CORPORATION | $175.28万 | 0.61% | 8,469 | -1,524 | -15.3% | -$31.54万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $167.02万 | 0.58% | 8,023 | 461 | 6.1% | $9.60万 | 加仓 |
| BAC | BANK AMERICA CORP | $158.84万 | 0.55% | 32,581 | 3,758 | 13.0% | $18.32万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $153.79万 | 0.54% | 1,543 | 848 | 122.0% | $84.52万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $145.71万 | 0.51% | 6,226 | 861 | 16.0% | $20.15万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $142.59万 | 0.50% | 24,694 | -414 | -1.6% | -$2.39万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $140.12万 | 0.49% | 67,527 | 8,116 | 13.7% | $16.84万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $137.31万 | 0.48% | 5,778 | 1,457 | 33.7% | $34.62万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $133.50万 | 0.47% | 29,243 | -1,049 | -3.5% | -$4.79万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $130.99万 | 0.46% | 15,829 | 1,676 | 11.8% | $13.87万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $129.57万 | 0.45% | 13,967 | -1,502 | -9.7% | -$13.93万 | 减仓 |
| TSLA | TESLA INC | $129.48万 | 0.45% | 3,483 | 609 | 21.2% | $22.64万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $128.49万 | 0.45% | 11,135 | -4,754 | -29.9% | -$54.86万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $127.79万 | 0.45% | 27,898 | -5,008 | -15.2% | -$22.94万 | 减仓 |
| PEP | PEPSICO INC | $126.35万 | 0.44% | 8,134 | -1,002 | -11.0% | -$15.57万 | 减仓 |
| WM | WASTE MGMT INC DEL | $123.72万 | 0.43% | 5,383 | -338 | -5.9% | -$7.77万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $119.50万 | 0.42% | 5,717 | 5,717 | — | $119.50万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $115.43万 | 0.40% | 3,627 | -972 | -21.1% | -$30.93万 | 减仓 |
| SCI | SERVICE CORP INTL | $112.45万 | 0.39% | 13,628 | 439 | 3.3% | $3.62万 | 加仓 |
| EQIX | EQUINIX INC | $110.73万 | 0.39% | 1,128 | -280 | -19.9% | -$27.49万 | 减仓 |
| CSCO | CISCO SYS INC | $109.70万 | 0.38% | 14,137 | 2,212 | 18.5% | $17.16万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $109.52万 | 0.38% | 44,629 | 44,629 | — | $109.52万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $109.00万 | 0.38% | 16,867 | -2,389 | -12.4% | -$15.44万 | 减仓 |
| GOOGL | ALPHABET INC | $106.09万 | 0.37% | 3,689 | -6,523 | -63.9% | -$187.60万 | 减仓 |
| XAR | SPDR SERIES TRUST | $104.42万 | 0.36% | 4,111 | 2,285 | 125.1% | $58.04万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $104.28万 | 0.36% | 21,407 | -560 | -2.5% | -$2.73万 | 减仓 |
| SRE | SEMPRA | $103.46万 | 0.36% | 10,645 | 111 | 1.1% | $1.08万 | 加仓 |
| EVRG | EVERGY INC | $102.40万 | 0.36% | 12,498 | -347 | -2.7% | -$2.84万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $101.82万 | 0.35% | 33,990 | 9,283 | 37.6% | $27.81万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $101.08万 | 0.35% | 6,112 | 1,757 | 40.3% | $29.06万 | 加仓 |
| FISR | SSGA ACTIVE TR | $100.49万 | 0.35% | 39,070 | -2,137 | -5.2% | -$5.50万 | 减仓 |
| IVE | ISHARES TR | $99.43万 | 0.35% | 4,709 | 32 | 0.7% | $6,757 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $98.84万 | 0.34% | 21,068 | -555 | -2.6% | -$2.60万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $96.61万 | 0.34% | 16,502 | -1,318 | -7.4% | -$7.72万 | 减仓 |
| EMN | EASTMAN CHEM CO | $96.28万 | 0.34% | 12,613 | -1,816 | -12.6% | -$13.86万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $96.21万 | 0.34% | 4,791 | 144 | 3.1% | $2.89万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $95.77万 | 0.33% | 50,566 | -2,641 | -5.0% | -$5.00万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $93.17万 | 0.32% | 10,717 | -5,967 | -35.8% | -$51.88万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $92.82万 | 0.32% | 12,185 | -7,018 | -36.5% | -$53.46万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $91.11万 | 0.32% | 17,997 | -1,568 | -8.0% | -$7.94万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $90.66万 | 0.32% | 3,706 | 14 | 0.4% | $3,425 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $87.09万 | 0.30% | 17,483 | -748 | -4.1% | -$3.73万 | 减仓 |
| IVW | ISHARES TR | $87.07万 | 0.30% | 7,697 | -2,215 | -22.3% | -$25.06万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $86.91万 | 0.30% | 2,456 | 704 | 40.2% | $24.91万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $86.78万 | 0.30% | 4,243 | -114 | -2.6% | -$2.33万 | 减仓 |