IAG Wealth Partners, LLC 13F 持仓 · 2026年Q2
IAG Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 508 只证券，申报市值合计 10.10 亿美元。前几大持仓：SPYM（7.29%）、JBND（5.90%）、AVIV（5.16%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET | $73.7M | 7.29% | 838,486 | 减持 |
| 2 | JBND | JPMORGAN ACTIVE | $59.6M | 5.90% | 1.1M | 增持 |
| 3 | AVIV | AVANTIS INTL | $52.1M | 5.16% | 673,117 | 增持 |
| 4 | MMIT | NYLI MACKAY | $47.9M | 4.74% | 2.0M | 增持 |
| 5 | GSLC | GOLDMAN SACHS | $45.6M | 4.51% | 321,376 | 减持 |
| 6 | DLN | WISDOMTREE U S | $38.8M | 3.84% | 402,998 | 增持 |
| 7 | GSIE | GOLDMAN SACHS | $32.0M | 3.17% | 701,237 | 增持 |
| 8 | DIVB | ISHARES CORE | $31.3M | 3.10% | 508,870 | 减持 |
| 9 | IVV | ISHARES CORE | $27.8M | 2.75% | 37,139 | 减持 |
| 10 | FELG | FIDELITY ENHANCED | $27.6M | 2.74% | 631,926 | 增持 |
| 11 | VUG | VANGUARD GROWTH | $26.8M | 2.65% | 310,621 | 增持 |
| 12 | DON | WISDOMTREE U S | $26.6M | 2.63% | 470,081 | 减持 |
| 13 | AVDE | AVANTIS INTL | $26.4M | 2.61% | 296,039 | 增持 |
| 14 | PWV | INVESCO LARGE | $25.0M | 2.48% | 330,061 | 增持 |
| 15 | SPDW | STATE STREET | $22.6M | 2.24% | 449,070 | 增持 |
| 16 | IMCG | ISHARES MORNINGSTAR | $22.1M | 2.19% | 225,135 | 减持 |
| 17 | CTA | SIMPLIFY MANAGED | $21.3M | 2.11% | 821,040 | 增持 |
| 18 | PULS | PGIM ULTRA | $21.3M | 2.11% | 429,859 | 增持 |
| 19 | JMUB | JPMORGAN | $20.3M | 2.01% | 400,095 | 减持 |
| 20 | HAP | VANECK NATURAL | $16.2M | 1.60% | 236,196 | 减持 |
| 21 | PSH | PGIM SHORT | $16.1M | 1.59% | 321,813 | 增持 |
| 22 | DBMF | IMGP DBI | $15.7M | 1.55% | 511,925 | 减持 |
| 23 | RECS | COLUMBIA RESEARCH | $15.0M | 1.49% | 347,443 | 增持 |
| 24 | SPMD | STATE STREET | $15.1M | 1.49% | 222,817 | 减持 |
| 25 | SPTM | STATE STREET | $15.0M | 1.48% | 164,702 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR