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 |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR | $85.43万 | 0.30% | 7,202 | -439 | -5.7% | -$5.21万 | 减仓 |
| LOW | LOWES COS INC | $78.70万 | 0.27% | 3,329 | -365 | -9.9% | -$8.63万 | 减仓 |
| SYK | STRYKER CORPORATION | $74.88万 | 0.26% | 2,278 | -20 | -0.9% | -$6,574 | 减仓 |
| CTAS | CINTAS CORP | $73.15万 | 0.25% | 4,324 | -58 | -1.3% | -$9,812 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $72.33万 | 0.25% | 12,098 | -27,490 | -69.4% | -$164.35万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $69.23万 | 0.24% | 25,776 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $68.15万 | 0.24% | 13,415 | 3,437 | 34.4% | $17.46万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.03万 | 0.24% | 2,514 | 1,453 | 136.9% | $39.32万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $66.20万 | 0.23% | 18,302 | 3,604 | 24.5% | $13.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $64.71万 | 0.23% | 1,893 | 1,893 | — | $64.71万 | 新建仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $64.60万 | 0.23% | 11,828 | -313 | -2.6% | -$1.71万 | 减仓 |
| GLD | SPDR GOLD TR | $64.33万 | 0.22% | 1,495 | 244 | 19.5% | $10.50万 | 加仓 |
| NTES | NETEASE COM INC | $63.96万 | 0.22% | 5,714 | 1,215 | 27.0% | $13.60万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $63.40万 | 0.22% | 5,718 | -195 | -3.3% | -$2.16万 | 减仓 |
| ABBV | ABBVIE INC | $62.30万 | 0.22% | 2,864 | 1,203 | 72.4% | $26.17万 | 加仓 |
| RTX | RTX CORPORATION | $61.92万 | 0.22% | 3,208 | -369 | -10.3% | -$7.12万 | 减仓 |
| V | VISA INC | $61.91万 | 0.22% | 2,048 | 924 | 82.2% | $27.93万 | 加仓 |
| QCOM | QUALCOMM INC | $61.89万 | 0.22% | 4,806 | 4,806 | — | $61.89万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $61.79万 | 0.22% | 2,681 | 799 | 42.5% | $18.41万 | 加仓 |
| TJX | TJX COS INC NEW | $61.10万 | 0.21% | 3,824 | 1,297 | 51.3% | $20.72万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $60.98万 | 0.21% | 2,514 | 1,404 | 126.5% | $34.05万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $60.14万 | 0.21% | 19,600 | -286 | -1.4% | -$8,775 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $59.43万 | 0.21% | 3,672 | 213 | 6.2% | $3.45万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $59.42万 | 0.21% | 6,454 | 3,252 | 101.6% | $29.94万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $57.80万 | 0.20% | 6,261 | 2,424 | 63.2% | $22.38万 | 加仓 |
| GE | GE AEROSPACE | $57.01万 | 0.20% | 2,009 | 1,251 | 165.0% | $35.50万 | 加仓 |
| TMUS | T-MOBILE US INC | $56.75万 | 0.20% | 2,702 | 2,702 | — | $56.75万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $56.74万 | 0.20% | 9,527 | -607 | -6.0% | -$3.62万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $56.68万 | 0.20% | 2,653 | 2,653 | — | $56.68万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.44万 | 0.20% | 11,242 | -148 | -1.3% | -$7,430 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $55.95万 | 0.20% | 1,840 | 637 | 53.0% | $19.37万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $55.61万 | 0.19% | 1,906 | 720 | 60.7% | $21.01万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $55.35万 | 0.19% | 11,454 | -406 | -3.4% | -$1.96万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $55.22万 | 0.19% | 7,606 | -1,006 | -11.7% | -$7.30万 | 减仓 |
| ASML | ASML HLDG NV | $55.21万 | 0.19% | 418 | 418 | — | $55.21万 | 新建仓 |
| AMGN | AMGEN INC | $53.94万 | 0.19% | 1,532 | -2,797 | -64.6% | -$98.49万 | 减仓 |
| DIS | DISNEY WALT CO | $53.18万 | 0.19% | 5,517 | 463 | 9.2% | $4.46万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $53.01万 | 0.18% | 1,898 | 862 | 83.2% | $24.07万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $51.12万 | 0.18% | 845 | 845 | — | $51.12万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $50.88万 | 0.18% | 11,086 | 1,450 | 15.0% | $6.65万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $48.82万 | 0.17% | 18,691 | 3,854 | 26.0% | $10.07万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $48.31万 | 0.17% | 1,430 | 1,430 | — | $48.31万 | 新建仓 |
| MO | ALTRIA GROUP INC | $47.93万 | 0.17% | 7,262 | 443 | 6.5% | $2.92万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $47.84万 | 0.17% | 14,176 | -3,575 | -20.1% | -$12.07万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $47.73万 | 0.17% | 6,784 | -72 | -1.1% | -$5,066 | 减仓 |
| SO | SOUTHERN CO | $44.84万 | 0.16% | 4,645 | 394 | 9.3% | $3.80万 | 加仓 |
| MAGS | LISTED FDS TR | $43.85万 | 0.15% | 7,568 | -648 | -7.9% | -$3.75万 | 减仓 |
| T | AT&T INC | $42.77万 | 0.15% | 14,751 | 1,102 | 8.1% | $3.20万 | 加仓 |
| — | LISTED FDS TR | $41.46万 | 0.14% | 15,659 | -3,089 | -16.5% | -$8.18万 | 减仓 |
| HAS | HASBRO INC | $39.16万 | 0.14% | 4,183 | 570 | 15.8% | $5.34万 | 加仓 |
| IEFA | ISHARES TR | $38.87万 | 0.14% | 4,294 | -409 | -8.7% | -$3.70万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $38.84万 | 0.14% | 3,538 | -2,421 | -40.6% | -$26.58万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $38.27万 | 0.13% | 8,924 | -2,260 | -20.2% | -$9.69万 | 重新持有 |
| HMC | HONDA MOTOR CO LTD | $38.09万 | 0.13% | 15,669 | 5,270 | 50.7% | $12.81万 | 加仓 |
| CERY | SPDR SERIES TRUST | $37.99万 | 0.13% | 10,781 | -584 | -5.1% | -$2.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $37.48万 | 0.13% | 9,646 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $37.32万 | 0.13% | 5,100 | 5,100 | — | $37.32万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $37.11万 | 0.13% | 14,108 | -978 | -6.5% | -$2.57万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $37.04万 | 0.13% | 4,574 | 881 | 23.9% | $7.13万 | 加仓 |
| — | EXXON MOBIL CORP | $37.01万 | 0.13% | 2,181 | 395 | 22.1% | $6.70万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $36.50万 | 0.13% | 1,771 | 435 | 32.6% | $8.96万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $33.12万 | 0.12% | 5,592 | -141 | -2.5% | -$8,351 | 减仓 |
| MAIN | MAIN STR CAP CORP | $32.31万 | 0.11% | 6,100 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $32.27万 | 0.11% | 494 | -7 | -1.4% | -$4,572 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $30.67万 | 0.11% | 5,114 | 1,100 | 27.4% | $6.60万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $29.98万 | 0.10% | 5,495 | -34,622 | -86.3% | -$188.88万 | 减仓 |
| SLV | ISHARES SILVER TR | $29.49万 | 0.10% | 4,328 | 4,328 | — | $29.49万 | 新建仓 |
| SGVT | SCHWAB STRATEGIC TR | $28.88万 | 0.10% | 2,867 | 2,867 | — | $28.88万 | 新建仓 |
| EMHY | ISHARES INC | $28.87万 | 0.10% | 7,331 | -883 | -10.7% | -$3.48万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $28.70万 | 0.10% | 14,154 | -35,632 | -71.6% | -$72.25万 | 减仓 |
| HODL | VANECK BITCOIN ETF | $28.09万 | 0.10% | 14,662 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $27.75万 | 0.10% | 1,277 | -11 | -0.9% | -$2,391 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $27.59万 | 0.10% | 6,533 | -282 | -4.1% | -$1.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $27.50万 | 0.10% | 856 | -7 | -0.8% | -$2,249 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $26.53万 | 0.09% | 22,000 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $26.04万 | 0.09% | 1,735 | -262 | -13.1% | -$3.93万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $25.95万 | 0.09% | 6,463 | 449 | 7.5% | $1.80万 | 加仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $24.86万 | 0.09% | 17,250 | 0 | 0.0% | — | 不变 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $24.34万 | 0.08% | 5,997 | -2,987 | -33.2% | -$12.12万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $24.25万 | 0.08% | 9,778 | -319 | -3.2% | -$7,911 | 减仓 |
| IWB | ISHARES TR | $23.96万 | 0.08% | 672 | -15 | -2.2% | -$5,349 | 减仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $21.53万 | 0.08% | 10,280 | -242 | -2.3% | -$5,069 | 减仓 |
| — | BLACKROCK FLOATING RATE INC | $21.52万 | 0.08% | 20,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $21.42万 | 0.07% | 490 | -8 | -1.6% | -$3,498 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $18.90万 | 0.07% | 20,000 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $13.89万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -56,963 | -100.0% | -$289.83万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -10,686 | -100.0% | -$196.49万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -7,214 | -100.0% | -$193.55万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -89,128 | -100.0% | -$187.17万 | 清仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -49,520 | -100.0% | -$124.65万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -30,790 | -100.0% | -$113.62万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -702 | -100.0% | -$75.44万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,093 | -100.0% | -$37.20万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | -2,659 | -100.0% | -$36.36万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,449 | -100.0% | -$35.12万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -2,074 | -100.0% | -$33.54万 | 清仓 |
| HYLB | DBX ETF TR | $0 | 0.00% | 0 | -8,971 | -100.0% | -$33.04万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KR | KROGER CO | $0 | 0.00% | 0 | -4,875 | -100.0% | -$30.46万 | 清仓 |