IMZ Advisory Inc
BOCA RATON FL · SEC CIK 0002017735
$2.64亿2026Q1 申报市值
39持仓数
85.6%前十大占比 · 第一大 25.6%
0 / 0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
XLV 加仓+$130.64万
XLK 加仓+$110.43万
XLY 加仓+$70.87万
XLC 加仓+$69.44万
XLF 加仓+$63.31万
2026Q1 卖出最多 按季末市值估算
XLI 减仓-$44.12万
JMST 减仓-$33.83万
XLP 减仓-$22.87万
XLB 减仓-$19.61万
XLRE 减仓-$17.02万
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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $6,775.45万 | 25.62% | 509,816 | 8,309 | 1.7% | $110.43万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,680.00万 | 10.13% | 542,839 | 12,824 | 2.4% | $63.31万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $2,336.63万 | 8.84% | 210,773 | 6,264 | 3.1% | $69.44万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $2,213.23万 | 8.37% | 203,086 | 6,503 | 3.3% | $70.87万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,081.36万 | 7.87% | 141,966 | 8,911 | 6.7% | $130.64万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,016.94万 | 7.63% | 398,526 | -494 | -0.1% | -$2.50万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,744.89万 | 6.60% | 107,889 | -2,728 | -2.5% | -$44.12万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $996.72万 | 3.77% | 121,581 | -2,790 | -2.2% | -$22.87万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $947.42万 | 3.58% | 119,518 | 4,515 | 3.9% | $35.79万 | 加仓 |
| MAGS | LISTED FDS TR | $850.28万 | 3.22% | 146,752 | 7,776 | 5.6% | $45.05万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $701.63万 | 2.65% | 152,895 | -1,204 | -0.8% | -$5.53万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $679.21万 | 2.57% | 110,873 | -1,187 | -1.1% | -$7.27万 | 减仓 |
| AAPL | APPLE INC | $407.43万 | 1.54% | 16,054 | -566 | -3.4% | -$14.36万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $399.63万 | 1.51% | 78,389 | -6,636 | -7.8% | -$33.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $313.92万 | 1.19% | 18,000 | 216 | 1.2% | $3.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $190.39万 | 0.72% | 5,143 | 55 | 1.1% | $2.04万 | 加仓 |
| AMZN | AMAZON COM INC | $141.81万 | 0.54% | 6,809 | 45 | 0.7% | $9,372 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.28万 | 0.37% | 2,030 | 6 | 0.3% | $2,875 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $93.00万 | 0.35% | 3,837 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $68.69万 | 0.26% | 2,335 | -49 | -2.1% | -$1.44万 | 减仓 |
| LLY | ELI LILLY & CO | $68.67万 | 0.26% | 747 | 7 | 0.9% | $6,435 | 加仓 |
| META | META PLATFORMS INC | $53.70万 | 0.20% | 939 | -20 | -2.1% | -$1.14万 | 减仓 |
| IVV | ISHARES TR | $48.85万 | 0.18% | 748 | 18 | 2.5% | $1.18万 | 加仓 |
| AVGO | BROADCOM INC | $48.04万 | 0.18% | 1,552 | 36 | 2.4% | $1.11万 | 加仓 |
| WMT | WALMART INC | $47.39万 | 0.18% | 3,814 | 8 | 0.2% | $994 | 加仓 |
| GOOG | ALPHABET INC | $44.04万 | 0.17% | 1,535 | -24 | -1.5% | -$6,886 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $43.40万 | 0.16% | 1,775 | 34 | 2.0% | $8,313 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $36.89万 | 0.14% | 9,034 | -4,169 | -31.6% | -$17.02万 | 减仓 |
| CB | CHUBB LTD SWITZ | $35.69万 | 0.13% | 1,095 | 3 | 0.3% | $978 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.36万 | 0.13% | 1,689 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $33.94万 | 0.13% | 1,254 | -37 | -2.9% | -$1.00万 | 减仓 |
| QQQ | INVESCO QQQ TR | $32.81万 | 0.12% | 568 | 14 | 2.5% | $8,086 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.90万 | 0.12% | 320 | 3 | 0.9% | $2,990 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $28.26万 | 0.11% | 5,656 | -3,924 | -41.0% | -$19.61万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $27.15万 | 0.10% | 791 | 5 | 0.6% | $1,716 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.16万 | 0.10% | 1,238 | 8 | 0.7% | $1,626 | 加仓 |
| IYW | ISHARES TR | $24.58万 | 0.09% | 1,355 | 38 | 2.9% | $6,893 | 加仓 |
| VGT | VANGUARD WORLD FD | $22.11万 | 0.08% | 317 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $20.15万 | 0.08% | 6,950 | -1,733 | -20.0% | -$5.02万 | 重新持有 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |