IMG Wealth Management, Inc.
JACKSONVILLE FL · SEC CIK 0002032103
$1.57亿2026Q1 申报市值
506持仓数
52.1%前十大占比 · 第一大 10.6%
36 / 98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
LMBS 加仓+$162.03万
AVDV 新建仓+$155.72万
FEM 新建仓+$127.76万
QQQM 加仓+$71.17万
FTLS 加仓+$60.45万
2026Q1 卖出最多 按季末市值估算
ICSH 减仓-$134.41万
CGGR 减仓-$118.56万
QQQ 减仓-$32.73万
VOO 减仓-$31.43万
AAPL 减仓-$30.76万
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 |
|---|---|---|---|---|---|---|---|---|
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -10 | -100.0% | -$2,171 | 清仓 |
| — | BLACKROCK ENERGY & RES TR | $0 | 0.00% | 0 | -160 | -100.0% | -$2,168 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$2,018 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -39 | -100.0% | -$1,984 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AES | AES CORP | $0 | 0.00% | 0 | -138 | -100.0% | -$1,979 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -29 | -100.0% | -$1,840 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -7 | -100.0% | -$1,792 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,701 | 清仓 |
| WY | WEYERHAEUSER CO MTN BE | $0 | 0.00% | 0 | -68 | -100.0% | -$1,611 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,584 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1,518 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -84 | -100.0% | -$1,454 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,172 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1,143 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -381 | -100.0% | -$986 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -8 | -100.0% | -$881 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$623 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$243 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1 | -100.0% | -$152 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$142 | 清仓 |
| OGN | ORGANON & CO | $14 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $42 | 0.00% | 1 | -202 | -99.5% | -$8,484 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $81 | 0.00% | 1 | 1 | — | $81 | 新建仓 |
| ZS | ZSCALER INC | $140 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $163 | 0.00% | 1 | -9 | -90.0% | -$1,467 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $234 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $321 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $346 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $395 | 0.00% | 15 | -440 | -96.7% | -$1.16万 | 减仓 |
| VLTO | VERALTO CORP | $442 | 0.00% | 5 | 5 | — | $442 | 新建仓 |
| APTV | APTIV PLC | $486 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $524 | 0.00% | 3 | -36 | -92.3% | -$6,288 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $563 | 0.00% | 36 | -129 | -78.2% | -$2,017 | 减仓 |
| F | FORD MTR CO | $565 | 0.00% | 49 | -561 | -92.0% | -$6,469 | 减仓 |
| HAL | HALLIBURTON CO | $585 | 0.00% | 15 | -11 | -42.3% | -$429 | 重新持有 |
| — | PROSHARES TR | $629 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $659 | 0.00% | 6 | -14 | -70.0% | -$1,538 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $678 | 0.00% | 19 | -39 | -67.2% | -$1,392 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $680 | 0.00% | 5 | 1 | 25.0% | $136 | 加仓 |
| EL | LAUDER ESTEE COS INC | $718 | 0.00% | 10 | -57 | -85.1% | -$4,093 | 减仓 |
| EIX | EDISON INTL | $732 | 0.00% | 10 | -127 | -92.7% | -$9,296 | 减仓 |
| KVUE | KENVUE INC | $741 | 0.00% | 43 | -943 | -95.6% | -$1.63万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $752 | 0.00% | 3 | 3 | — | $752 | 新建仓 |
| AVY | AVERY DENNISON CORP | $863 | 0.00% | 5 | 1 | 25.0% | $173 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $878 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $941 | 0.00% | 9 | -331 | -97.4% | -$3.46万 | 减仓 |
| IEX | IDEX CORP | $948 | 0.00% | 5 | 2 | 66.7% | $379 | 加仓 |
| PFF | ISHARES TR | $975 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $981 | 0.00% | 2 | 1 | 100.0% | $490 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1,036 | 0.00% | 24 | 24 | — | $1,036 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $1,042 | 0.00% | 9 | -27 | -75.0% | -$3,126 | 减仓 |
| STLD | STEEL DYNAMICS INC | $1,080 | 0.00% | 6 | 6 | — | $1,080 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $1,084 | 0.00% | 352 | 352 | — | $1,084 | 新建仓 |
| ABBV | ABBVIE INC | $1,087 | 0.00% | 5 | -187 | -97.4% | -$4.07万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,087 | 0.00% | 15 | -102 | -87.2% | -$7,392 | 减仓 |
| ATO | ATMOS ENERGY CORP | $1,108 | 0.00% | 6 | 6 | — | $1,108 | 新建仓 |
| DES | WISDOMTREE TR | $1,113 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1,117 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1,122 | 0.00% | 14 | 5 | 55.6% | $401 | 加仓 |
| DLTR | DOLLAR TREE INC | $1,205 | 0.00% | 11 | 1 | 10.0% | $110 | 加仓 |
| TGT | TARGET CORP | $1,212 | 0.00% | 10 | -79 | -88.8% | -$9,575 | 减仓 |
| OKE | ONEOK INC NEW | $1,265 | 0.00% | 14 | 4 | 40.0% | $361 | 加仓 |
| MRNA | MODERNA INC | $1,270 | 0.00% | 25 | 12 | 92.3% | $610 | 加仓 |
| J | JACOBS SOLUTIONS INC | $1,273 | 0.00% | 10 | 10 | — | $1,273 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,333 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $1,352 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $1,362 | 0.00% | 5 | -1 | -16.7% | -$272 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $1,479 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1,493 | 0.00% | 8 | -133 | -94.3% | -$2.48万 | 减仓 |
| VST | VISTRA CORP | $1,503 | 0.00% | 10 | 10 | — | $1,503 | 新建仓 |
| ES | EVERSOURCE ENERGY | $1,524 | 0.00% | 22 | -76 | -77.6% | -$5,265 | 减仓 |
| SLB | SLB LIMITED | $1,542 | 0.00% | 30 | -83 | -73.5% | -$4,266 | 减仓 |
| CMBS | ISHARES TR | $1,566 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $1,603 | 0.00% | 15 | 10 | 200.0% | $1,069 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $1,625 | 0.00% | 6 | -18 | -75.0% | -$4,875 | 减仓 |
| MMM | 3M CO | $1,743 | 0.00% | 12 | 12 | — | $1,743 | 新建仓 |
| DOW | DOW HLDGS INC | $1,749 | 0.00% | 42 | -13 | -23.6% | -$541 | 减仓 |
| FDX | FEDEX CORP | $1,781 | 0.00% | 5 | -7 | -58.3% | -$2,493 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $1,824 | 0.00% | 19 | 8 | 72.7% | $768 | 重新持有 |
| BC | BRUNSWICK CORP | $1,892 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1,909 | 0.00% | 27 | -57 | -67.9% | -$4,030 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,955 | 0.00% | 7 | -29 | -80.6% | -$8,099 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $2,054 | 0.00% | 125 | 6 | 5.0% | $99 | 加仓 |
| DON | WISDOMTREE TR | $2,087 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $2,118 | 0.00% | 28 | 7 | 33.3% | $530 | 加仓 |
| PAYX | PAYCHEX INC | $2,119 | 0.00% | 23 | 3 | 15.0% | $276 | 加仓 |
| O | REALTY INCOME CORP | $2,141 | 0.00% | 35 | -15 | -30.0% | -$918 | 减仓 |
| IEI | ISHARES TR | $2,201 | 0.00% | 19 | 1 | 5.6% | $116 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $2,210 | 0.00% | 24 | -6 | -20.0% | -$552 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $2,219 | 0.00% | 37 | 23 | 164.3% | $1,379 | 加仓 |
| ZTS | ZOETIS INC | $2,246 | 0.00% | 19 | -18 | -48.6% | -$2,128 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2,267 | 0.00% | 28 | 19 | 211.1% | $1,538 | 加仓 |
| STT | STATE STR CORP | $2,278 | 0.00% | 18 | 12 | 200.0% | $1,519 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,318 | 0.00% | 3 | -7 | -70.0% | -$5,409 | 减仓 |
| — | SWARMER INC | $2,360 | 0.00% | 50 | 50 | — | $2,360 | 新建仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $2,405 | 0.00% | 21 | 0 | 0.0% | — | 不变 |