13FBOX
IAMS WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

IAMS WEALTH MANAGEMENT, LLC

No.5434 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.32亿
环比变动 Q1 2026
+$4,531.0万+15.8%
持仓股票数
190
新买入
19
加仓
114
减仓
50
清仓
15
持股不变
7
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
I景顺QQQ信托VOO
5.47%5.08%$1,816.1万2.5万股$1,458.6万2.5万股-608股-2.41%减仓
SSPDR标普500 ETFSPY
3.48%4.22%$1,154.6万1.5万股$1,209.6万1.9万股-3,136股-16.86%减仓
F第一信托交易所交易基金FTCB
2.47%2.22%$819.8万39.3万股$638.3万30.5万股+8.9万股+29.09%加仓
FIRST INTST BANCSYSTEMFIBK
2.4%2.37%$796.9万21.8万股$679.1万20.1万股+1.7万股+8.48%加仓
FFT VEST LAD AUTO CALL BARRIERACYN
2.18%$724.7万34.9万股$00股+34.9万股新买入
F第一信托交易所交易基金RDVY
2.13%1.8%$709.2万8.7万股$517.6万7.6万股+1.2万股+15.42%加仓
SSPDR道富系列信托BIL
2.12%2.95%$705.4万7.7万股$847.7万9.2万股-1.6万股-16.79%减仓
F第一信托交易所交易基金VIBUFQ
1.98%1.84%$658.6万16.8万股$527.2万14.9万股+1.8万股+12.35%加仓
微软MSFT
1.91%2.16%$635.4万1.7万股$620.9万1.7万股+258股+1.54%加仓
英伟达NVDA
1.9%2.07%$630.9万3.2万股$594.5万3.4万股-2,560股-7.51%减仓
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
1.8%1.06%$598.0万7.2万股$305.0万7,480股+6.5万股+867.69%加仓
苹果AAPL
1.67%1.66%$553.4万1.9万股$477.6万1.9万股+306股+1.63%加仓
亚马逊AMZN
1.66%1.61%$550.6万2.3万股$463.0万2.2万股+869股+3.91%加仓
F第一信托交易所交易基金VIFIXD
1.51%0.72%$501.5万11.5万股$206.8万4.7万股+6.8万股+142.36%加仓
F第一信托·UST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDTDIV
1.31%1.28%$435.3万3.8万股$366.0万3.9万股-1,181股-3.02%减仓
摩根大通JPM
1.26%1.26%$419.9万1.3万股$360.4万1.2万股+579股+4.73%加仓
VVANGUARD EMERGINGVWOB
1.2%1.21%$399.6万5.9万股$347.9万5.3万股+6,476股+12.23%加仓
F第一信托交易所交易基金SDVY
1.19%1.27%$395.3万9.1万股$363.3万9.4万股-3,148股-3.34%减仓
伯克希尔哈撒韦BRK.B
1.17%1.27%$388.9万7,771股$365.2万7,622股+149股+1.95%加仓
VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV
1.13%0.9%$374.1万1.7万股$258.4万1.3万股+4,384股+34.58%加仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
1.12%1.12%$372.0万12.7万股$320.8万11.2万股+1.6万股+13.88%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHMM
1.12%0.95%$371.7万5.0万股$272.8万4.1万股+8,936股+21.99%加仓
AAlphabet Inc Class CGOOG
1.11%0.95%$369.7万1.0万股$272.8万9,510股+952股+10.01%加仓
I景顺交易所交易基金IISPMO
1.09%0.76%$360.7万2.2万股$217.3万1.9万股+2,942股+15.18%加仓
Meta平台META
1.03%1.1%$341.7万6,065股$314.2万5,491股+574股+10.45%加仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI
1.01%1.11%$335.0万11.3万股$319.2万11.4万股-1,266股-1.11%减仓
F第一信托·USTQTEC
0.99%0.8%$329.0万9,831股$230.6万1.1万股-845股-7.91%减仓
博通AVGO
0.99%0.98%$327.3万8,664股$281.4万9,091股-427股-4.70%减仓
JJohn Hancock Exchange-Traded Fund TrustJHMB
0.97%1.02%$323.5万14.7万股$293.4万13.3万股+1.4万股+10.60%加仓
GGILEAD SCIENCES COMGILD
0.96%1.04%$318.2万2.5万股$298.4万2.1万股+3,780股+17.66%加仓
联合包裹UPSUPS
0.95%1.4%$313.9万2.9万股$401.9万4.1万股-1.2万股-28.51%减仓
F第一信托交易所交易基金FTGS
0.9%0.94%$299.0万8.1万股$269.0万7.9万股+1,795股+2.27%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHMD
0.87%0.86%$290.5万6.5万股$247.4万5.8万股+7,024股+12.03%加仓
WELLS FARGO NEWWFC
0.87%0.91%$289.3万3.5万股$260.3万3.3万股+2,311股+7.07%加仓
F第一信托·USTFVD
0.86%0.94%$284.6万5.9万股$269.7万5.7万股+1,712股+2.98%加仓
FFirst Trust Large Cap Value Alphadex Fund Tr Lrg CP Val EtfFTA
0.83%0.88%$277.3万2.9万股$253.2万2.7万股+1,221股+4.45%加仓
F第一信托交易所交易基金LGOV
0.82%0.82%$273.6万12.8万股$235.6万10.9万股+1.9万股+17.04%加仓
PPIMCO太平洋投资管理ETFPYLD
0.81%0.95%$268.5万10.1万股$272.5万10.4万股-2,765股-2.66%减仓
V先锋领航·CORE PLUS BOND ETFVPLS
0.79%0.92%$261.1万3.4万股$263.4万3.4万股-301股-0.89%减仓
L3哈里斯LHX
0.71%0.81%$235.4万8,098股$233.5万6,762股+1,336股+19.76%加仓
I景顺·NASDAQ 100 ETFQQQM
0.7%0.48%$231.2万7,630股$137.3万5,778股+1,852股+32.05%加仓
F第一信托交易所交易基金IIIFEMB
0.69%0.8%$228.9万7.8万股$228.7万8.0万股-1,261股-1.58%减仓
家得宝HD
0.68%0.64%$226.8万6,431股$183.7万5,583股+848股+15.19%加仓
宝洁PG
0.68%0.68%$225.7万1.5万股$195.3万1.4万股+1,868股+13.82%加仓
I景顺交易所交易基金信托XLG
0.66%0.1%$220.4万3.6万股$30.0万5,495股+3.1万股+555.10%加仓
V先锋领航指数基金VOO
0.64%0.64%$213.2万3,101股$184.3万3,082股+19股+0.62%加仓
GALLAGHER ARTHUR J & COMAJG
0.64%0.87%$211.6万9,216股$249.0万1.1万股-2,277股-19.81%减仓
雅培ABT
0.63%0.65%$208.9万2.3万股$187.7万1.8万股+4,742股+25.94%加仓
QQNITY ELECTRONICS COMMON STOCKQ
0.63%0.45%$208.5万1.3万股$128.5万1.1万股+1,630股+14.64%加仓
阿斯利康AZN
0.62%1.14%$206.4万1.1万股$327.0万1.7万股-5,693股-34.34%减仓

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