IAG Wealth Partners, LLC — Q1 2025 13F 持股

Name: IAG Wealth Partners, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001827261

申報總市值

US$9.0億

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本季完整持股清單

僅顯示前 200 大持股（共 500 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	JBND	Jpmorgan Active Bond ETF	ETF-其他	8.99%	-0.86%	+264.58%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	8.09%	-0.32%	+4.80%
3	DLN	Wisdomtree US Largecap Divid	ETF-其他	5.13%	—	+0.78%
4	AVIV	Avantis Int Lrg Cap Val ETF	ETF-其他	4.78%	+0.38%	+34561.56%
5	GSLC	Goldman Activebeta US Lc ETF	ETF-避險與商品	4.76%	-0.48%	+2.87%
6	MMIT	Nyli Mackay Muni Intrm ETF	ETF-其他	4.05%	-0.05%	-2.08%
7	DON	Wisdomtree US Midcap Dividen	ETF-其他	3.73%	-0.01%	+1.21%
8	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	3.52%	-0.25%	-2.52%
9	HTAB	Hartford Schroders Tax Aware	ETF-其他	3.51%	—	+59.99%
10	GSIE	Goldman Sachs Activebeta Int	ETF-避險與商品	3.21%	+0.13%	+1.11%
11	VUG	Vanguard Growth ETF	ETF-其他	3.03%	-0.25%	+14.13%
12	PULS	Pgim Ultra Short Bond ETF	ETF-其他	2.86%	-0.26%	+32.73%
13	PWV	Invesco Large Cap Value ETF	ETF-大型股與成長	2.68%	+0.02%	+2.36%
14	HAP	Vaneck Natural Resources ETF	ETF-其他	2.51%	-0.23%	+3.09%
15	JMUB	Jpmorgan Municipal ETF	ETF-其他	2.38%	-0.04%	+3.52%
16	AVDE	Avantis International Equity	ETF-其他	2.24%	+0.41%	+13.44%
17	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	2.15%	+0.17%	-68.45%
18	IMCG	Ishares Morningstar Mid-cap	ETF-其他	2.05%	-0.05%	+8.19%
19	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	1.79%	-0.16%	+2.17%
20	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	1.56%	—	+7.53%
21	CWI	State Street Spdr Msci Acwi	ETF-其他	1.45%	+0.01%	-5.25%
22	DBMF	Imgp Dbi Managed Futures Str	ETF-其他	1.36%	-0.02%	—
23	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	1.31%	—	+9.18%
24	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.05%	-0.06%	-2.64%
25	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股與成長	0.95%	-0.14%	+1.00%
26	SPHQ	Invesco S&p 500 Quality ETF	ETF-大型股與成長	0.93%	-0.06%	-5.87%
27	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.85%	—	+5.08%
28	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	0.76%	+0.02%	+12.60%
29	RODM	Hartford Multifact Dev Mrkt	ETF-其他	0.70%	—	-6.97%
30	GNR	State Street Spdr S&p Global	ETF-其他	0.69%	+0.10%	+720.44%
31	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-其他	0.69%	—	-2.04%
32	AVEM	Avantis Emerging Markets Eq	ETF-新興市場	0.69%	+0.02%	+2.94%
33	DFAE	Dimensional Emerging Core Eq	ETF-新興市場	0.63%	—	-1.05%
34	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股與成長	0.63%	—	-2.49%
35	JHMM	John Hancock Multi Fact Mid	ETF-其他	0.63%	—	-26.22%
36	RECS	Columbia Resear Enh Cor ETF	ETF-其他	0.63%	-0.01%	+38.36%
37	GTO	Invesco Total Return Bond Et	ETF-其他	0.63%	—	-10.70%
38	GUNR	Flexshares Global Upstream N	ETF-其他	0.61%	+0.17%	-43.68%
39	ISCG	Ishares Morningstar Small-ca	ETF-其他	0.52%	—	+4.96%
40	FESM	Fidelity Enhanced Small Cap	ETF-中小型股	0.46%	+0.10%	—
41	NBCM	Neuberger Commodity Strategy	ETF-避險與商品	0.42%	—	+3.31%
42	DFIS	Dimensional International Sm	ETF-其他	0.40%	+0.01%	+5.80%
43	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.39%	—	—
44	CSB	Victoryshares US Small Cap H	ETF-中小型股	0.38%	+0.02%	+16.72%
45	FMDE	Fidelity Enhanced Mid Cap Co	ETF-其他	0.38%	+0.03%	+39389.90%
46	JSMD	Janus Small Mid Cap Gr Alp	ETF-其他	0.35%	—	-12.27%
47	HELO	Jpmorgan Hedged Equity ETF	ETF-其他	0.32%	—	+1.76%
48	BBSC	Jpmorgan Betabuilders US Sc	ETF-其他	0.30%	+0.02%	+8.60%
49	SMLV	Ss Spdr US Sc Low Vol Idx	ETF-其他	0.27%	—	-12.94%
50	SPEM	State Street Sp Ptf Em ETF	ETF-其他	0.25%	—	+0.76%

1–50 of 200

本季持股變動

IAG Wealth Partners, LLC 於截至 Q1 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	JBND	Jpmorgan Active Bond ETF	—	NEW	新建倉
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	NEW	新建倉
3	DLN	Wisdomtree US Largecap Divid	—	NEW	新建倉
4	AVIV	Avantis Int Lrg Cap Val ETF	—	NEW	新建倉
5	GSLC	Goldman Activebeta US Lc ETF	—	NEW	新建倉
6	MMIT	Nyli Mackay Muni Intrm ETF	—	NEW	新建倉
7	DON	Wisdomtree US Midcap Dividen	—	NEW	新建倉
8	IVV	Ishares Core S&p 500 ETF	—	NEW	新建倉
9	HTAB	Hartford Schroders Tax Aware	—	NEW	新建倉
10	GSIE	Goldman Sachs Activebeta Int	—	NEW	新建倉
11	VUG	Vanguard Growth ETF	—	NEW	新建倉
12	PULS	Pgim Ultra Short Bond ETF	—	NEW	新建倉
13	PWV	Invesco Large Cap Value ETF	—	NEW	新建倉
14	HAP	Vaneck Natural Resources ETF	—	NEW	新建倉
15	JMUB	Jpmorgan Municipal ETF	—	NEW	新建倉
16	AVDE	Avantis International Equity	—	NEW	新建倉
17	SPDW	Ste Str Spdr Pt Dw EU ETF	—	NEW	新建倉
18	IMCG	Ishares Morningstar Mid-cap	—	NEW	新建倉
19	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	NEW	新建倉
20	SPMD	Ss Spdr P S&p 400 Midcap ETF	—	NEW	新建倉
21	CWI	State Street Spdr Msci Acwi	—	NEW	新建倉
22	DBMF	Imgp Dbi Managed Futures Str	—	NEW	新建倉
23	DGRW	Wisdomtree U.s. Quality Divi	—	NEW	新建倉
24	VIG	Vanguard Dividend Apprec ETF	—	NEW	新建倉
25	SPYG	Ss Spdr P S&p 500 Growth ETF	—	NEW	新建倉
26	SPHQ	Invesco S&p 500 Quality ETF	—	NEW	新建倉
27	SPAB	Ss Spdr P Agg Bond ETF	—	NEW	新建倉
28	SPSM	Ss Spdr P S&p 600 Small Cap	—	NEW	新建倉
29	RODM	Hartford Multifact Dev Mrkt	—	NEW	新建倉
30	GNR	State Street Spdr S&p Global	—	NEW	新建倉
31	MDYV	Ss Spdr S&p 400 Mc Val ETF	—	NEW	新建倉
32	AVEM	Avantis Emerging Markets Eq	—	NEW	新建倉
33	DFAE	Dimensional Emerging Core Eq	—	NEW	新建倉
34	SPYV	Ss Spdr P S&p 500 Value ETF	—	NEW	新建倉
35	JHMM	John Hancock Multi Fact Mid	—	NEW	新建倉
36	RECS	Columbia Resear Enh Cor ETF	—	NEW	新建倉
37	GTO	Invesco Total Return Bond Et	—	NEW	新建倉
38	GUNR	Flexshares Global Upstream N	—	NEW	新建倉
39	ISCG	Ishares Morningstar Small-ca	—	NEW	新建倉
40	FESM	Fidelity Enhanced Small Cap	—	NEW	新建倉
41	NBCM	Neuberger Commodity Strategy	—	NEW	新建倉
42	DFIS	Dimensional International Sm	—	NEW	新建倉
43	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	新建倉
44	CSB	Victoryshares US Small Cap H	—	NEW	新建倉
45	FMDE	Fidelity Enhanced Mid Cap Co	—	NEW	新建倉
46	JSMD	Janus Small Mid Cap Gr Alp	—	NEW	新建倉
47	HELO	Jpmorgan Hedged Equity ETF	—	NEW	新建倉
48	BBSC	Jpmorgan Betabuilders US Sc	—	NEW	新建倉
49	SMLV	Ss Spdr US Sc Low Vol Idx	—	NEW	新建倉
50	SPEM	State Street Sp Ptf Em ETF	—	NEW	新建倉