IMA Advisory Services, Inc.
DENVER CO · SEC CIK 0001455495
$10.24亿2026Q1 申报市值
1,031持仓数
43.1%前十大占比 · 第一大 7.7%
73 / 38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
SCZ 加仓+$786.46万
VBIL 加仓+$221.89万
SPYG 加仓+$198.86万
SCHX 加仓+$163.43万
ORCL 加仓+$148.80万
2026Q1 卖出最多 按季末市值估算
Exact Sciences C 清仓-$271.11万
LITE 减仓-$242.59万
SHV 减仓-$239.35万
BIL 减仓-$213.07万
VXUS 减仓-$202.84万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| TAK | Takeda Pharmaceutical Co Ltd | $3,629 | 0.00% | 196 | -5 | -2.5% | -$93 | 减仓 |
| APAM | Artisan Partners Asset Management Inc | $3,639 | 0.00% | 100 | -6 | -5.7% | -$218 | 减仓 |
| CHRW | C.H. Robinson Worldwide Inc | $3,667 | 0.00% | 22 | -11 | -33.3% | -$1,834 | 减仓 |
| SAFRY | Safran SA | $3,691 | 0.00% | 45 | -4 | -8.2% | -$328 | 减仓 |
| RUSHA | Rush Enterprises Inc | $3,702 | 0.00% | 56 | -2 | -3.4% | -$132 | 减仓 |
| EPR | EPR Properties | $3,719 | 0.00% | 74 | -67 | -47.5% | -$3,367 | 减仓 |
| — | BAE Systems PLC | $3,728 | 0.00% | 32 | 6 | 23.1% | $699 | 加仓 |
| NLY | Annaly Capital Management Inc | $3,758 | 0.00% | 172 | -7 | -3.9% | -$153 | 减仓 |
| RL | Ralph Lauren Corp Class A | $3,793 | 0.00% | 11 | -4 | -26.7% | -$1,379 | 减仓 |
| BUD | Anheuser-Busch InBev SA/NV | $3,815 | 0.00% | 55 | 21 | 61.8% | $1,457 | 加仓 |
| J | Jacobs Solutions Inc | $3,818 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TOL | Toll Brothers Inc | $3,821 | 0.00% | 28 | -2 | -6.7% | -$273 | 减仓 |
| PANW | Palo Alto Networks Inc | $3,847 | 0.00% | 24 | -2 | -7.7% | -$321 | 减仓 |
| CIB | GRUPO CIBEST SA EXC1 | $3,849 | 0.00% | 52 | -7 | -11.9% | -$518 | 减仓 |
| AXS | Axis Capital Holdings Ltd | $3,870 | 0.00% | 38 | -3 | -7.3% | -$306 | 减仓 |
| AEIS | Advanced Energy Industries Inc | $3,872 | 0.00% | 12 | -10 | -45.5% | -$3,227 | 减仓 |
| — | Mitsui & Co Ltd | $3,876 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EQNR | Equinor Asa Sponsored Adr | $3,882 | 0.00% | 92 | -6 | -6.1% | -$253 | 减仓 |
| AYI | Acuity Inc | $3,923 | 0.00% | 14 | -3 | -17.6% | -$841 | 减仓 |
| PNC | PNC Financial Services Group Inc | $3,953 | 0.00% | 19 | 1 | 5.6% | $208 | 加仓 |
| — | Hitachi Ltd | $3,958 | 0.00% | 136 | -11 | -7.5% | -$320 | 减仓 |
| BP | BP PLC ADR | $3,995 | 0.00% | 85 | -6 | -6.6% | -$282 | 减仓 |
| CSX | CSX Corp | $4,022 | 0.00% | 98 | 13 | 15.3% | $534 | 加仓 |
| — | Tencent Holdings Ltd ADR | $4,046 | 0.00% | 64 | -141 | -68.8% | -$8,914 | 减仓 |
| INCY | Incyte Corp | $4,047 | 0.00% | 43 | -1 | -2.3% | -$94 | 减仓 |
| EHC | Encompass Health Corp | $4,062 | 0.00% | 42 | -6 | -12.5% | -$580 | 减仓 |
| LYG | Lloyds Banking Group PLC | $4,074 | 0.00% | 810 | -44 | -5.2% | -$221 | 减仓 |
| DBSDY | DBS Group Holdings Ltd | $4,123 | 0.00% | 23 | -2 | -8.0% | -$359 | 减仓 |
| AZZ | AZZ Inc | $4,129 | 0.00% | 33 | -1 | -2.9% | -$125 | 减仓 |
| MKSI | MKS Instruments Inc | $4,136 | 0.00% | 18 | -21 | -53.8% | -$4,825 | 减仓 |
| UTHR | United Therapeutics Corp | $4,150 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | Rolls-Royce Holdings PLC | $4,163 | 0.00% | 270 | -7 | -2.5% | -$108 | 减仓 |
| NOW | ServiceNow Inc | $4,182 | 0.00% | 40 | 30 | 300.0% | $3,136 | 加仓 |
| KMB | Kimberly-Clark Corp | $4,203 | 0.00% | 43 | -3 | -6.5% | -$293 | 减仓 |
| SEIC | SEI Investments Co | $4,237 | 0.00% | 54 | -2 | -3.6% | -$157 | 减仓 |
| — | Air Liquide SA | $4,274 | 0.00% | 103 | -11 | -9.6% | -$456 | 减仓 |
| — | Urgently Inc. COM NEW | $4,274 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| NWG | Natwest Group Adr Rep 2 Ord | $4,279 | 0.00% | 276 | -17 | -5.8% | -$264 | 减仓 |
| BRC | Brady Corp | $4,305 | 0.00% | 53 | -2 | -3.6% | -$162 | 减仓 |
| CMG | Chipotle Mexican Grill Inc Class A | $4,321 | 0.00% | 135 | 6 | 4.7% | $192 | 加仓 |
| DVN | Devon Energy Corp | $4,327 | 0.00% | 86 | 1 | 1.2% | $50 | 加仓 |
| — | BNP Paribas ADR | $4,330 | 0.00% | 91 | -5 | -5.2% | -$238 | 减仓 |
| — | Tri Pointe Homes Inc | $4,345 | 0.00% | 93 | -7 | -7.0% | -$327 | 减仓 |
| ORI | Old Republic International Corp | $4,349 | 0.00% | 109 | -31 | -22.1% | -$1,237 | 减仓 |
| SIEGY | Siemens AG | $4,387 | 0.00% | 36 | -22 | -37.9% | -$2,681 | 减仓 |
| BNY | Bank of New York Mellon Corp | $4,389 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| INGR | Ingredion Inc | $4,393 | 0.00% | 39 | -3 | -7.1% | -$338 | 减仓 |
| — | CSG Systems International Inc | $4,415 | 0.00% | 55 | -2 | -3.5% | -$161 | 减仓 |
| ENSG | Ensign Group Inc | $4,434 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | Zurich Insurance Group Ag | $4,438 | 0.00% | 125 | -21 | -14.4% | -$746 | 减仓 |
| SNDK | SanDisk Corp | $4,447 | 0.00% | 7 | -6 | -46.2% | -$3,812 | 减仓 |
| RVTY | Revvity Inc | $4,468 | 0.00% | 51 | 51 | — | $4,468 | 新建仓 |
| — | Taylor Morrison Home Corp | $4,484 | 0.00% | 77 | -6 | -7.2% | -$349 | 减仓 |
| ING | ING Groep NV | $4,506 | 0.00% | 173 | 76 | 78.4% | $1,980 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $4,514 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| KR | The Kroger Co | $4,558 | 0.00% | 63 | 10 | 18.9% | $723 | 加仓 |
| SCHR | SCHWAB INTMEDIATE TERM US TREASURY ETF | $4,583 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| TKR | The Timken Co | $4,626 | 0.00% | 46 | -3 | -6.1% | -$302 | 减仓 |
| TPR | Tapestry Inc | $4,656 | 0.00% | 33 | -4 | -10.8% | -$564 | 减仓 |
| EXC | Exelon Corp | $4,656 | 0.00% | 95 | 10 | 11.8% | $490 | 加仓 |
| VSNT | Versant Media Group Inc | $4,664 | 0.00% | 126 | 126 | — | $4,664 | 新建仓 |
| SPGI | S&P Global Inc | $4,678 | 0.00% | 11 | 8 | 266.7% | $3,402 | 加仓 |
| E | Eni SpA ADR | $4,691 | 0.00% | 82 | -6 | -6.8% | -$343 | 减仓 |
| BITB | Bitwise Bitcoin ETF Trust | $4,785 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| GSK | GlaxoSmithKline PLC ADR | $4,788 | 0.00% | 86 | -9 | -9.5% | -$501 | 减仓 |
| YUM | Yum Brands Inc | $4,819 | 0.00% | 31 | 1 | 3.3% | $155 | 加仓 |
| NFG | National Fuel Gas Co | $4,819 | 0.00% | 51 | -5 | -8.9% | -$472 | 减仓 |
| FCX | Freeport-McMoRan Inc | $4,819 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| JLL | Jones Lang LaSalle Inc | $4,869 | 0.00% | 16 | -1 | -5.9% | -$304 | 减仓 |
| FFIV | F5 Networks Inc | $4,918 | 0.00% | 17 | -2 | -10.5% | -$579 | 减仓 |
| MUFG | Mitsubishi UFJ Financial Group Inc | $4,921 | 0.00% | 290 | -12 | -4.0% | -$204 | 减仓 |
| UL | Unilever PLC ADR | $4,947 | 0.00% | 86 | -1 | -1.1% | -$58 | 减仓 |
| SONY | Sony Group Corp | $4,968 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| — | Iberdrola SA | $4,980 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| NGG | National Grid PLC ADR | $4,991 | 0.00% | 59 | 20 | 51.3% | $1,692 | 加仓 |
| KT | KT Corp | $4,997 | 0.00% | 233 | 120 | 106.2% | $2,574 | 加仓 |
| — | Sandoz Group AG SPONSORED ADS | $5,004 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| DLR | Digital Realty Trust Inc | $5,045 | 0.00% | 28 | 2 | 7.7% | $360 | 加仓 |
| CIEN | Ciena Corp | $5,046 | 0.00% | 13 | -7 | -35.0% | -$2,717 | 减仓 |
| PHM | PulteGroup Inc | $5,068 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MO | Altria Group Inc | $5,095 | 0.00% | 76 | 8 | 11.8% | $536 | 加仓 |
| CASY | Casey's General Stores Inc | $5,095 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SO | Southern Co | $5,115 | 0.00% | 53 | 4 | 8.2% | $386 | 加仓 |
| CBRE | CBRE Group Inc | $5,147 | 0.00% | 38 | 1 | 2.7% | $135 | 加仓 |
| PAG | Penske Automotive Group Inc | $5,233 | 0.00% | 35 | -3 | -7.9% | -$449 | 减仓 |
| VRT | Vertiv Holdings Co | $5,262 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BYD | Boyd Gaming Corp | $5,272 | 0.00% | 64 | -6 | -8.6% | -$494 | 减仓 |
| AIT | Applied Industrial Technologies Inc | $5,306 | 0.00% | 20 | -2 | -9.1% | -$531 | 减仓 |
| — | DuPont de Nemours Inc | $5,358 | 0.00% | 117 | 78 | 200.0% | $3,572 | 加仓 |
| DIS | Walt Disney Co | $5,397 | 0.00% | 56 | -144 | -72.0% | -$1.39万 | 减仓 |
| BBVA | Banco Bilbao Vizcaya Argentaria SA ADR | $5,415 | 0.00% | 250 | -61 | -19.6% | -$1,321 | 减仓 |
| EBAY | eBay Inc | $5,461 | 0.00% | 60 | 2 | 3.4% | $182 | 加仓 |
| — | Allianz SE UNSPONSRD ADS | $5,465 | 0.00% | 130 | -9 | -6.5% | -$378 | 减仓 |
| SAP | SAP SE ADR | $5,478 | 0.00% | 32 | -4 | -11.1% | -$685 | 减仓 |
| PKG | Packaging Corp of America | $5,550 | 0.00% | 26 | 4 | 18.2% | $854 | 加仓 |
| APH | Amphenol Corp | $5,570 | 0.00% | 44 | -59 | -57.3% | -$7,469 | 减仓 |
| AEE | Ameren Corp | $5,605 | 0.00% | 51 | 13 | 34.2% | $1,429 | 加仓 |
| — | Commonwealth Bank of Australia | $5,625 | 0.00% | 47 | -3 | -6.0% | -$359 | 减仓 |
| — | China Construction Bank Corp | $5,687 | 0.00% | 261 | -152 | -36.8% | -$3,312 | 减仓 |
| — | Janus Henderson Group PLC | $5,753 | 0.00% | 112 | -7 | -5.9% | -$360 | 减仓 |