Iams Wealth Management, LLC — Q2 2025 13F 持股

Name: Iams Wealth Management, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001998182

申报总市值

US$3.3亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	6.46%	+0.39%	-2.36%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	5.03%	-0.74%	+2.60%
3	MSFT	Microsoft CORP	股票-科技	3.45%	—	+22.39%
4	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	3.19%	-0.83%	-2.06%
5	UPS	United Parcel Service-cl B	股票-工业	1.93%	-0.45%	+1.90%
6	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-其他	1.83%	+0.03%	-27.16%
7	FTGS	First Trust Grwth Strgth ETF	ETF-其他	1.81%	—	+0.69%
8	NVDA	Nvidia CORP	股票-科技	1.76%	—	+10.43%
9	TDIV	Ft Nasdaq Tech Dvd Index Fd	ETF-科技型	1.67%	+0.03%	-15.59%
10	FTCB	Ft Core Investment Grade ETF	ETF-投资级公司债	1.44%	+0.25%	+15.30%
11	JPM	Jpmorgan Chase & Co	股票-金融	1.44%	—	-6.77%
12	BILS	Ss Spdrb B 3-12m T-bill ETF	ETF-其他	1.41%	-0.27%	+0.98%
13	AVGO	Broadcom INC	股票-科技	1.34%	—	-15.33%
14	RDVY	First Trust Rising Dividend	ETF-其他	1.33%	+0.33%	+79.29%
15	AAPL	Apple INC	股票-科技	1.30%	+0.01%	-14.53%
16	FTA	First Trust L C Val Alp	ETF-其他	1.28%	—	+5.15%
17	PG	Procter & Gamble Co/the	股票-非周期性消费	1.26%	—	-4.62%
18	FVD	First Trust Value Line Dvd	ETF-其他	1.23%	—	-22.57%
19	AFLG	First Trust Active Factor La	ETF-其他	1.22%	—	-10.87%
20	GILD	Gilead Sciences INC	股票-医疗保健	1.19%	—	-3.14%
21	NVO	Novo-nordisk A/s-spons Adr	股票-医疗保健	1.16%	—	-0.76%
22	WFC	Wells Fargo & Co	股票-金融	1.16%	—	-7.43%
23	LHX	L3harris Technologies INC	股票-工业	1.15%	—	-13.15%
24	HON	Honeywell International INC	股票-工业	1.14%	-0.84%	EXIT
25	TSLA	Tesla INC	股票-周期性消费	1.07%	—	+105.68%
26	QTEC	First Trust Nasdq 100 Tech I	ETF-科技型	1.04%	+0.19%	-12.77%
27	AJG	Arthur J Gallagher & Co	股票-金融	1.00%	—	-4.31%
28	AMZN	Amazon.com INC	股票-周期性消费	0.96%	+0.05%	-27.01%
29	HD	Home Depot INC	股票-周期性消费	0.96%	—	-7.08%
30	SHEL	Shell Plc-adr	股票-能源	0.94%	—	+1.13%
31	ABT	Abbott Laboratories	股票-医疗保健	0.91%	—	-12.36%
32	CMCSA	Comcast Corp-class A	股票-通信服务	0.90%	-0.26%	-0.41%
33	6D8	Dupont De Nemours INC	股票-其他	0.90%	-0.45%	EXIT
34	BUFQ	Ft Vst Lad Nsdq Buf Etf-usdi	ETF-其他	0.88%	+0.14%	-42.14%
35	FIXD	First Trust Smith Opportunis	ETF-其他	0.86%	+0.79%	-7.22%
36	AZNN	Astrazeneca Plc-spons Adr	股票-其他	0.85%	—	-6.29%
37	META	Meta Platforms Inc-class A	股票-通信服务	0.84%	—	+3.43%
38	LMBS	First Trust Low Duration Opp	ETF-其他	0.83%	—	-26.24%
39	USB	US Bancorp	股票-金融	0.82%	—	-4.13%
40	ACN	Accenture plc	股票-科技	0.81%	—	-8.97%
41	NFLX	Netflix INC	股票-通信服务	0.80%	—	—
42	MCD	Mcdonald's CORP	股票-周期性消费	0.79%	—	-8.92%
43	ANGL	Vaneck Fallen Angel High Yld	ETF-其他	0.78%	—	+31.35%
44	XLSR	Ss US Sector Rotation	ETF-其他	0.76%	-0.40%	+3.42%
45	COP	Conocophillips	股票-能源	0.73%	—	-15.37%
46	BAC	Bank Of America CORP	股票-金融	0.71%	—	-5.55%
47	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.70%	—	-41.25%
48	FTCS	First Trust Capital Strength	ETF-其他	0.69%	—	-9.57%
49	FDN	First Trust Dj Internet Ind	ETF-其他	0.68%	—	-9.69%
50	FISR	Ss Fi Sector Rotation	ETF-其他	0.68%	-0.35%	EXIT

1–50 of 168

本季持股变动

Iams Wealth Management, LLC 于截至 Q2 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	MSFT	Microsoft CORP	+1.3%	+22.39%	加仓
2	QQQ	Invesco Qqq Trust Series 1	+0.9%	-2.36%	减仓
3	NFLX	Netflix INC	+0.8%	NEW	新建仓
4	NVDA	Nvidia CORP	+0.7%	+10.43%	加仓
5	TSLA	Tesla INC	+0.7%	+105.68%	加仓
6	RDVY	First Trust Rising Dividend	+0.6%	+79.29%	加仓
7	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.6%	+2.60%	加仓
8	RSMV	Rltive Strngt Mng Vol St ETF	+0.6%	NEW	新建仓
9	VOO	Vanguard S&p 500 ETF	+0.4%	NEW	新建仓
10	SPMO	Invesco S&p 500 Momentum ETF	+0.4%	NEW	新建仓
11	VGSH	Vanguard Short-term Treasury	+0.4%	NEW	新建仓
12	HYLB	Xtrackers Usd High Yield Cor	+0.4%	NEW	新建仓
13	AVGO	Broadcom INC	+0.4%	-15.33%	减仓
14	VOOG	Vanguard S&p 500 Growth ETF	+0.4%	NEW	新建仓
15	VOOV	Vanguard S&p 500 Value ETF	+0.3%	NEW	新建仓
16	WMT	Walmart INC	+0.3%	NEW	新建仓
17	SPAB	Ss Spdr P Agg Bond ETF	+0.3%	NEW	新建仓
18	BKLN	Invesco Senior Loan ETF	+0.3%	NEW	新建仓
19	VGIT	Vanguard Intermediate-term T	+0.3%	NEW	新建仓
20	MGV	Vanguard Mega Cap Value ETF	+0.3%	NEW	新建仓
21	FTGS	First Trust Grwth Strgth ETF	+0.3%	+0.69%	加仓
22	IWB	Ishares Russell 1000 ETF	+0.2%	NEW	新建仓
23	TSM	Taiwan Semiconductor-sp Adr	+0.2%	NEW	新建仓
24	GOOGL	Alphabet Inc-cl A	-0.2%	-50.44%	减仓
25	ICE	Intercontinental Exchange In	-0.3%	EXIT	清仓
26	MGOV	Ft Intermed Govt Oppt ETF	-0.3%	EXIT	清仓
27	IWX	Ishares Russell Top 200 Valu	-0.3%	EXIT	清仓
28	LGOV	First Tr Long Duration O-etf	-0.3%	-36.71%	减仓
29	COP	Conocophillips	-0.3%	-15.37%	减仓
30	IVE	Ishares S&p 500 Value ETF	-0.3%	-37.85%	减仓
31	IVW	Ishares S&p 500 Growth ETF	-0.3%	-41.25%	减仓
32	LMBS	First Trust Low Duration Opp	-0.3%	-26.24%	减仓
33	MBSF	Regan Floating Rate Mbs ETF	-0.3%	-49.84%	减仓
34	TLT	Ishares 20+ Year Treasury Bd	-0.3%	EXIT	清仓
35	SMH	Vaneck Semiconductor ETF	-0.3%	EXIT	清仓
36	AAPL	Apple INC	-0.3%	-14.53%	减仓
37	ET	Energy Transfer LP	-0.3%	EXIT	清仓
38	FVD	First Trust Value Line Dvd	-0.4%	-22.57%	减仓
39	SPDW	Ste Str Spdr Pt Dw EU ETF	-0.4%	-56.54%	减仓
40	IVV	Ishares Core S&p 500 ETF	-0.4%	EXIT	清仓
41	CVX	Chevron CORP	-0.4%	-31.56%	减仓
42	SHY	Ishares 1-3 Year Treasury Bo	-0.4%	EXIT	清仓
43	FALN	Ishares Fallen Angels ETF	-0.4%	EXIT	清仓
44	KNG	Ft Vest S&p 500 Dvd Arst Trg	-0.5%	-44.85%	减仓
45	BUFQ	Ft Vst Lad Nsdq Buf Etf-usdi	-0.5%	-42.14%	减仓
46	BUFR	Ft Vest Lad Buffervetf-usd I	-0.5%	-27.16%	减仓
47	CSCO	Cisco Systems INC	-0.5%	-80.10%	减仓
48	AMGN	Amgen INC	-0.8%	-61.54%	减仓
49	TMUS	T-mobile US INC	-0.8%	EXIT	清仓
50	BUFD	Ft Vst Lad Deep Buf Etf-usdi	-0.8%	-61.62%	减仓