CIK: 0002052044
申報總市值
US$1.7億
申報季度: 2026-03-31 · 持股檔數: 84
Inman Jager Wealth Management, LLC在最新一期 13F 報告中揭露了 84 項持股，申報期為 2026-03-31，總持股市值約為 US$1.7億，季度換手率為 13.3%。
Inman Jager Wealth Management, LLC 目前揭露的持股，Herfindahl 集中度指數為 0.033——換算下來相當於約 31 個等權重部位，明顯低於其實際揭露的 84 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 1.32），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
目前產業板塊分類約涵蓋此投資組合揭露價值的 35%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
減碼 MSFT
+0.5% -US$507.2萬
加碼 DOW
+6.5% US$107.4萬
加碼 CVX
+1.9% US$111.4萬
加碼 IVV
+16.5% US$162.2萬
加碼 VCIT
+42.0% US$89.0萬
加碼 SCHR
+32.9% US$90.3萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 9.87% | -3.58% | +0.49% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.51% | +0.54% | +16.46% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 3.91% | -0.25% | -0.30% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 3.18% | +0.19% | +11.64% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.12% | -0.07% | +11.78% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.07% | -0.24% | -2.11% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.43% | +0.42% | +24.83% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.42% | — | -1.32% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.36% | -0.14% | -1.89% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.35% | +0.57% | +1.93% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.22% | — | -2.27% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.18% | +0.45% | +32.89% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.05% | -0.15% | -3.21% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.81% | +0.46% | +42.01% | |
| 15 | CAT | Caterpillar INC | 股票-工業 | 1.80% | +0.25% | -1.92% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.75% | — | -3.92% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.64% | — | -2.07% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.60% | +0.20% | +15.66% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.60% | +0.44% | +2.45% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | -0.16% | +3.39% | |
| 21 | SO | Southern Co/the | 股票-公用事業 | 1.49% | +0.16% | +5.66% | |
| 22 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 1.46% | -0.02% | -0.75% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.45% | -0.14% | +2.37% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 1.41% | +0.25% | +1.45% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.36% | +0.14% | +2.46% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.33% | +0.22% | +2.04% | |
| 27 | DOW | Dow INC | 股票-原物料 | 1.33% | +0.60% | +6.54% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.26% | +0.09% | +3.71% | |
| 29 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.25% | -0.02% | +1.05% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | +0.16% | +1.78% | |
| 31 | ETR | Entergy CORP | 股票-公用事業 | 1.15% | +0.20% | +4.49% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 1.14% | -0.24% | +5.76% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.10% | — | +0.38% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | +0.04% | +8.27% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.01% | +0.01% | +4.70% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.00% | +0.23% | +31.02% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.93% | -0.08% | +6.41% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.89% | — | +4.36% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | -0.10% | +0.46% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.85% | +0.39% | +91.42% | |
| 41 | CCI | Crown Castle INC | 股票-房地產 | 0.85% | — | +11.09% | |
| 42 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.85% | -0.09% | +15.53% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.80% | +0.10% | +7.19% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.77% | — | +8.24% | |
| 45 | IDV | Ishares International Select | ETF-其他 | 0.76% | -0.01% | -3.19% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.76% | — | -0.71% | |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.62% | — | +0.36% | |
| 48 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.58% | — | +0.15% | |
| 49 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.58% | — | -2.74% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.56% | — | +1.42% |
Q3 2026績效
+2.1%
近4個季度績效
+21.1%
根據可取得價格的持股（佔申報價值的55%）計算
Inman Jager Wealth Management, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Regions Financial CORP (RF); 新建倉: Vanguard Small-cap Value ETF (VBR); 新建倉: Schwab US Mid Cap ETF (SCHM); 加碼: Microsoft CORP (MSFT) — 股數 +0.49%; 加碼: Dow INC (DOW) — 股數 +6.54%.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DOW | Dow INC | +0.6% | +6.54% | 加碼 |
| 2 | CVX | Chevron CORP | +0.6% | +1.93% | 加碼 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.5% | +16.46% | 加碼 |
| 4 | VCIT | Vanguard Int-term Corporate | +0.5% | +42.01% | 加碼 |
| 5 | SCHR | Schwab Intermediate-term US | +0.5% | +32.89% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.4% | +2.45% | 加碼 |
| 7 | IDEV | Ishares Core Msci Dev Mkts | +0.4% | +24.83% | 加碼 |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.4% | +91.42% | 加碼 |
| 9 | CAT | Caterpillar INC | +0.3% | -1.92% | 減碼 |
| 10 | LMT | Lockheed Martin CORP | +0.3% | +1.45% | 加碼 |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.2% | +31.02% | 加碼 |
| 12 | VZ | Verizon Communications INC | +0.2% | +2.04% | 加碼 |
| 13 | IEMG | Ishares Core Msci Emerging | +0.2% | +15.66% | 加碼 |
| 14 | ETR | Entergy CORP | +0.2% | +4.49% | 加碼 |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +11.64% | 加碼 |
| 16 | SO | Southern Co/the | +0.2% | +5.66% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.2% | +1.78% | 加碼 |
| 18 | MRK | Merck & Co. INC. | +0.1% | +2.46% | 加碼 |
| 19 | PFE | Pfizer INC | +0.1% | +7.19% | 加碼 |
| 20 | KO | Coca-cola Co/the | +0.1% | +3.71% | 加碼 |
| 21 | WMT | Walmart INC | +0.1% | +10.22% | 加碼 |
| 22 | TSLA | Tesla INC | +0.1% | +43.89% | 加碼 |
| 23 | PG | Procter & Gamble Co/the | 0% | +8.27% | 加碼 |
| 24 | INTC | Intel CORP | 0% | +2.52% | 加碼 |
| 25 | MCD | Mcdonald's CORP | 0% | +4.70% | 加碼 |
| 26 | DVY | Ishares Select Dividend ETF | — | -2.27% | 減碼 |
| 27 | IDV | Ishares International Select | 0% | -3.19% | 減碼 |
| 28 | VIOV | Vanguard S&p Small-cap 600 V | 0% | -0.75% | 減碼 |
| 29 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +1.05% | 加碼 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.36% | 減碼 |
| 31 | CRM | Salesforce INC | -0.1% | +1.37% | 加碼 |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | +11.78% | 加碼 |
| 33 | AVGO | Broadcom INC | -0.1% | — | 不變 |
| 34 | MMM | 3m Co | -0.1% | +6.41% | 加碼 |
| 35 | AMZN | Amazon.com INC | -0.1% | -18.00% | 減碼 |
| 36 | PLTR | Palantir Technologies Inc-a | -0.1% | +15.53% | 加碼 |
| 37 | NVDA | Nvidia CORP | -0.1% | +0.46% | 加碼 |
| 38 | GOOG | Alphabet Inc-cl C | -0.1% | -19.99% | 減碼 |
| 39 | AAPL | Apple INC | -0.1% | +2.37% | 加碼 |
| 40 | IWM | Ishares Russell 2000 ETF | -0.1% | -1.89% | 減碼 |
| 41 | RTX | Rtx CORP | -0.2% | -43.46% | 減碼 |
| 42 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -3.21% | 減碼 |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | +3.39% | 加碼 |
| 44 | IBM | Intl Business Machines CORP | -0.2% | +5.76% | 加碼 |
| 45 | BND | Vanguard Total Bond Market | -0.2% | -2.11% | 減碼 |
| 46 | TOTL | Ss Doubleline Tr Tact ETF | -0.3% | -0.30% | 減碼 |
| 47 | MSFT | Microsoft CORP | -3.6% | +0.49% | 加碼 |
| 48 | RF | Regions Financial CORP | — | NEW | 新建倉 |
| 49 | VBR | Vanguard Small-cap Value ETF | — | NEW | 新建倉 |
| 50 | SCHM | Schwab US Mid Cap ETF | — | NEW | 新建倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-03 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-23 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-27 | 13F-HR | 在 EDGAR 上查看 |
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