INVESTMENT MANAGEMENT CORP /VA/ /ADV
ROANOKE VA · SEC CIK 0000789307
$1.16亿2026Q1 申报市值
52持仓数
73.3%前十大占比 · 第一大 19.7%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GEV 新建仓+$64.07万
COF 加仓+$49.74万
MU 新建仓+$49.12万
MRK 加仓+$4.28万
FUTY 加仓+$3.72万
2026Q1 卖出最多 按季末市值估算
KBWB 清仓-$111.40万
IAU 减仓-$68.61万
MA 清仓-$57.97万
LRCX 减仓-$57.80万
BSX 清仓-$45.80万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -13,216 | -100.0% | -$111.40万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -1,015 | -100.0% | -$57.97万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,803 | -100.0% | -$45.80万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,926 | -100.0% | -$39.10万 | 清仓 |
| BAR | GRANITESHARES GOLD TR | $22.72万 | 0.20% | 4,926 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $25.49万 | 0.22% | 5,077 | 421 | 9.0% | $2.11万 | 重新持有 |
| SLV | ISHARES SILVER TR | $36.94万 | 0.32% | 5,421 | -3,841 | -41.5% | -$26.17万 | 减仓 |
| TOST | TOAST INC | $38.82万 | 0.33% | 14,642 | 300 | 2.1% | $7,953 | 加仓 |
| CRH | CRH PLC | $46.54万 | 0.40% | 4,428 | 94 | 2.2% | $9,881 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $47.50万 | 0.41% | 1,064 | 21 | 2.0% | $9,375 | 加仓 |
| V | VISA INC | $47.77万 | 0.41% | 1,581 | 34 | 2.2% | $1.03万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $49.12万 | 0.42% | 1,454 | 1,454 | — | $49.12万 | 新建仓 |
| URI | UNITED RENTALS INC | $50.56万 | 0.43% | 694 | 13 | 1.9% | $9,470 | 加仓 |
| HESM | HESS MIDSTREAM LP | $50.59万 | 0.43% | 13,016 | 497 | 4.0% | $1.93万 | 加仓 |
| RS | RELIANCE INC | $50.82万 | 0.44% | 1,672 | 10 | 0.6% | $3,040 | 加仓 |
| VMC | VULCAN MATLS CO | $51.71万 | 0.44% | 1,899 | 44 | 2.4% | $1.20万 | 加仓 |
| AME | AMETEK INC | $52.99万 | 0.46% | 2,472 | 54 | 2.2% | $1.16万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $53.01万 | 0.46% | 1,544 | 33 | 2.2% | $1.13万 | 加仓 |
| CTAS | CINTAS CORP | $53.62万 | 0.46% | 3,170 | 68 | 2.2% | $1.15万 | 加仓 |
| META | META PLATFORMS INC | $54.64万 | 0.47% | 955 | 18 | 1.9% | $1.03万 | 加仓 |
| XHB | SPDR SERIES TRUST | $54.82万 | 0.47% | 5,553 | 48 | 0.9% | $4,739 | 加仓 |
| IAU | ISHARES GOLD TR | $60.22万 | 0.52% | 6,831 | -7,783 | -53.3% | -$68.61万 | 减仓 |
| SEIC | SEI INVTS CO | $61.12万 | 0.52% | 7,789 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $64.07万 | 0.55% | 734 | 734 | — | $64.07万 | 新建仓 |
| AAPL | APPLE INC | $64.12万 | 0.55% | 2,526 | 47 | 1.9% | $1.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $65.10万 | 0.56% | 3,047 | -2,705 | -47.0% | -$57.80万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $72.31万 | 0.62% | 11,536 | 102 | 0.9% | $6,393 | 加仓 |
| TJX | TJX COS INC NEW | $74.12万 | 0.64% | 4,641 | 107 | 2.4% | $1.71万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $74.87万 | 0.64% | 6,678 | 66 | 1.0% | $7,400 | 加仓 |
| GOOG | ALPHABET INC | $76.17万 | 0.65% | 2,655 | 56 | 2.2% | $1.61万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $77.94万 | 0.67% | 1,996 | 32 | 1.6% | $1.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.07万 | 0.69% | 1,671 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $81.19万 | 0.70% | 6,749 | 356 | 5.6% | $4.28万 | 加仓 |
| IJH | ISHARES TR | $82.04万 | 0.70% | 12,148 | 271 | 2.3% | $1.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $84.61万 | 0.73% | 2,286 | 29 | 1.3% | $1.07万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $88.20万 | 0.76% | 4,835 | 2,727 | 129.4% | $49.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $89.17万 | 0.77% | 1,545 | 7 | 0.5% | $4,040 | 加仓 |
| NVDA | NVIDIA CORPORATION | $91.23万 | 0.78% | 5,231 | 75 | 1.5% | $1.31万 | 加仓 |
| AMZN | AMAZON COM INC | $95.64万 | 0.82% | 4,592 | 96 | 2.1% | $2.00万 | 加仓 |
| SMH | VANECK ETF TRUST | $101.88万 | 0.88% | 2,657 | 23 | 0.9% | $8,819 | 加仓 |
| XBI | SPDR SERIES TRUST | $108.84万 | 0.93% | 8,521 | 56 | 0.7% | $7,153 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $126.68万 | 1.09% | 9,532 | 223 | 2.4% | $2.96万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $137.96万 | 1.18% | 12,444 | 118 | 1.0% | $1.31万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $139.72万 | 1.20% | 23,653 | 629 | 2.7% | $3.72万 | 加仓 |
| EEM | ISHARES TR | $139.89万 | 1.20% | 24,633 | 598 | 2.5% | $3.40万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $187.05万 | 1.61% | 59,063 | 916 | 1.6% | $2.90万 | 加仓 |
| IVW | ISHARES TR | $193.40万 | 1.66% | 17,098 | 0 | 0.0% | — | 不变 |
| KJAN | INNOVATOR ETFS TRUST | $215.87万 | 1.85% | 51,739 | 430 | 0.8% | $1.79万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $268.68万 | 2.31% | 18,142 | 208 | 1.2% | $3.08万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $410.36万 | 3.52% | 89,423 | 168 | 0.2% | $7,710 | 加仓 |
| GLD | SPDR GOLD TR | $734.81万 | 6.31% | 17,077 | -321 | -1.8% | -$13.81万 | 减仓 |
| IVV | ISHARES TR | $957.96万 | 8.23% | 14,665 | -97 | -0.7% | -$6.34万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $967.73万 | 8.31% | 467,955 | -2,160 | -0.5% | -$4.47万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $1,035.07万 | 8.89% | 183,638 | -1,925 | -1.0% | -$10.85万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,454.44万 | 12.49% | 87,776 | -1,347 | -1.5% | -$22.32万 | 减仓 |
| LOW | LOWES COS INC | $2,292.32万 | 19.69% | 97,017 | 43 | 0.0% | $1.02万 | 加仓 |