13FBOX
IAG Wealth Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行
9月回馈活动:邀请 5 名朋友注册成为会员(无需付费),即可获得一年的 PRO 会员升级,超简单!

IAG Wealth Partners, LLC

No.2768 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.10亿
环比变动 Q1 2026
+$1.15亿+12.8%
持仓股票数
508
新买入
16
加仓
89
减仓
100
清仓
17
持股不变
303
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYM
7.29%7.23%$7,368.6万83.8万股$6,476.8万84.6万股-7,712股-0.91%减仓
J摩根大通交易所交易基金JBND
5.9%6.66%$5,963.4万111.5万股$5,966.0万111.0万股+5,106股+0.46%加仓
A美国世纪ETF信托EFV
5.16%4.85%$5,211.3万67.3万股$4,344.0万58.1万股+9.3万股+15.95%加仓
NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT
4.74%5.13%$4,789.9万196.7万股$4,592.2万190.5万股+6.2万股+3.26%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
4.51%4.55%$4,560.0万32.1万股$4,072.5万32.5万股-4,085股-1.26%减仓
WWisdomTree信托DLN
3.84%3.98%$3,881.7万40.3万股$3,565.9万39.9万股+3,814股+0.96%加仓
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
3.17%3.12%$3,204.7万70.1万股$2,794.1万64.8万股+5.3万股+8.24%加仓
IiShares安硕信托DIVB
3.1%3.14%$3,134.6万50.9万股$2,817.3万52.2万股-1.3万股-2.55%减仓
IiShares安硕信托IVV
2.75%2.79%$2,781.3万3.7万股$2,499.1万3.8万股-1,120股-2.93%减仓
F富达Covington信托FELG
2.74%2.26%$2,764.7万63.2万股$2,027.2万54.1万股+9.1万股+16.87%加仓
V先锋领航指数基金VUG
2.65%2.48%$2,675.7万31.1万股$2,221.2万5.1万股+26.0万股+510.82%加仓
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
2.63%2.94%$2,656.9万47.0万股$2,630.7万50.1万股-3.1万股-6.12%减仓
AVANTIS INTLNGG
2.61%2.42%$2,640.7万29.6万股$2,169.7万25.6万股+4.0万股+15.76%加仓
I景顺交易所交易基金信托PWV
2.48%2.51%$2,500.9万33.0万股$2,251.1万32.3万股+7,143股+2.21%加仓
SSPDR道富指数基金SPDW
2.24%2.11%$2,262.9万44.9万股$1,893.8万41.5万股+3.4万股+8.25%加仓
IiShares安硕信托IMCG
2.19%2.02%$2,213.1万22.5万股$1,811.4万23.0万股-4,820股-2.10%减仓
PPGIM ULTRAPULS
2.11%2.3%$2,130.0万43.0万股$2,059.2万41.6万股+1.4万股+3.33%加仓
SSIMPLIFY EXCHANGE TRADED FUNCTA
2.11%2.68%$2,129.8万82.1万股$2,402.1万79.5万股+2.6万股+3.29%加仓
J摩根大通交易所交易基金JMUB
2.01%2.31%$2,026.7万40.0万股$2,065.6万41.3万股-1.3万股-3.17%减仓
VanEck ETF信托HAP
1.6%2.05%$1,620.5万23.6万股$1,834.2万25.3万股-1.7万股-6.68%减仓
PPGIM SHORT DURATION HIGH YIELDPSH
1.59%0.01%$1,605.2万32.2万股$11.3万2,281股+32.0万股+14,008.42%加仓
IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF
1.55%1.82%$1,567.0万51.2万股$1,631.6万54.1万股-2.9万股-5.40%减仓
S道富SPMD
1.49%1.52%$1,505.3万22.3万股$1,360.1万23.0万股-6,854股-2.98%减仓
CCOLUMBIA ETF TR IRECS
1.49%1.47%$1,503.7万34.7万股$1,317.5万33.8万股+9,455股+2.80%加仓
SSPDR道富系列信托SPTM
1.48%1.56%$1,495.3万16.5万股$1,397.1万17.7万股-1.2万股-6.80%减仓
SSPDR道富系列信托SPYG
1.32%1.21%$1,332.4万11.2万股$1,080.2万11.0万股+1,650股+1.50%加仓
WWisdomTree信托DGRW
1.22%1.25%$1,232.5万12.9万股$1,121.2万12.8万股+1,255股+0.98%加仓
IiShares安硕信托IWY
1.18%1.18%$1,190.6万4.1万股$1,054.7万4.2万股-1,415股-3.34%减仓
S道富·EET SPDR MSCI ACWI EX-US ETFCWI
1.14%1.14%$1,150.4万28.3万股$1,024.8万28.0万股+2,802股+1.00%加仓
VVictory组合IISFLO
1.12%1.15%$1,135.2万33.2万股$1,029.4万34.3万股-1.1万股-3.17%减仓
MMFS ACTIVE EXCHANGE TRADED FBRIE
0.99%0.02%$999.5万33.0万股$14.1万5,225股+32.4万股+6,209.42%加仓
FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR
0.82%1%$825.8万16.8万股$898.4万16.3万股+4,701股+2.89%加仓
S道富SPSM
0.78%0.73%$792.5万13.7万股$653.7万13.5万股+2,126股+1.57%加仓
S道富SPAB
0.77%0.86%$781.6万30.6万股$771.3万30.1万股+5,228股+1.74%加仓
S道富MDYV
0.73%0.77%$736.5万7.8万股$689.0万8.1万股-3,269股-4.04%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.69%0.71%$700.0万3.0万股$635.8万3.0万股+20股+0.07%加仓
A美国世纪ETF信托AVEM
0.68%0.62%$689.4万7.1万股$557.1万6.9万股+2,305股+3.33%加仓
F富达Covington信托FESM
0.63%0.51%$640.0万13.3万股$461.0万12.1万股+1.1万股+9.24%加仓
J摩根大通交易所交易基金BBSC
0.62%0.57%$629.7万6.9万股$506.4万6.7万股+1,097股+1.63%加仓
S道富SPYV
0.61%0.64%$613.5万10.1万股$576.9万10.2万股-1,043股-1.02%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.58%0.58%$588.4万14.6万股$520.5万15.4万股-7,405股-4.82%减仓
PPIMCO太平洋投资管理ETFPYLD
0.52%0.54%$526.5万19.9万股$479.3万18.3万股+1.6万股+8.52%加仓
I景顺·S&PSPHQ
0.51%0.49%$514.2万5.7万股$442.2万5.9万股-1,743股-2.96%减仓
IiShares安硕信托ISCG
0.51%0.48%$510.3万7.8万股$427.9万7.8万股-212股-0.27%减仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
0.49%0.49%$491.5万12.1万股$441.8万12.3万股-1,732股-1.41%减仓
S道富MDYG
0.47%0.48%$478.9万4.3万股$428.9万4.5万股-1,971股-4.41%减仓
S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR
0.47%0.59%$477.9万7.1万股$526.7万7.1万股+467股+0.66%加仓
H哈特福德·MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFRODM
0.46%0.52%$467.6万11.6万股$468.3万11.9万股-3,093股-2.60%减仓
DDimensional维度ETF信托DFIS
0.39%0.38%$394.4万11.3万股$340.8万10.1万股+1.1万股+11.21%加仓
F富兰克林邓普顿ETF信托YLDE
0.36%0.4%$365.0万6.3万股$354.5万6.5万股-1,475股-2.29%减仓

🧭 机构资金流板块热力图

净流出 净流入