13F 机构持仓

IMG Wealth Management, Inc.

JACKSONVILLE FL · SEC CIK 0002032103

2026Q22026Q1 更早 9 个季度 🔒
$1.80亿2026Q2 申报市值
612持仓数
52.3%前十大占比 · 第一大 10.3%
101 / 20新建仓 / 清仓
申报市值走势$1.80亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BUFR 10.3%
CGDV 7.7%
BUFQ 6.5%
BUFD 5.2%
FTLS 4.2%
RDVY 3.9%
QQQM 3.8%
VTV 3.7%
FGD 3.5%
SDVY 3.5%

2026Q2 买入最多 按季末市值估算

BUFR 加仓+$59.33万
QQQM 加仓+$41.69万
BUFQ 加仓+$38.45万
BMAY 新建仓+$36.02万
CGDV 加仓+$35.27万

2026Q2 卖出最多 按季末市值估算

FAUG 减仓-$25.61万
FTSM 减仓-$24.54万
FIRST TR EXCHNG 减仓-$21.37万
BJUL 减仓-$18.66万
FTCS 减仓-$17.77万

2026Q2 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
DDOG DATADOG INC $2600.00%1 1— $260 新建仓
FDN FIRST TR EXCHANGE-TRADED FD $2650.00%1 00.0% — 不变
ON ON SEMICONDUCTOR CORP $2840.00%3 3— $284 新建仓
TFC TRUIST FINL CORP $2990.00%6 -135-95.7% -$6,728 重新持有
FDXF FEDEX FGHT HLDG CO INC $3020.00%2 2— $302 新建仓
CRM SALESFORCE INC $3130.00%2 -6-75.0% -$939 减仓
IEMG ISHARES INC $3310.00%4 4— $331 新建仓
VTI VANGUARD INDEX FDS $3700.00%1 00.0% — 不变
AEIS ADVANCED ENERGY INDS $3730.00%1 1— $373 新建仓
KLIC KULICKE & SOFFA INDS INC $4010.00%3 3— $401 新建仓
APTV APTIV PLC $4300.00%7 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $4310.00%5 5— $431 新建仓
DOW DOW HLDGS INC $4380.00%16 -26-61.9% -$712 减仓
MKSI MKS INC. $4450.00%1 1— $445 新建仓
PKG PACKAGING CORP AMER $4770.00%2 2— $477 新建仓
LDOS LEIDOS HOLDINGS INC $5150.00%5 -6-54.5% -$618 重新持有
HUBB HUBBELL INC $5230.00%1 -1-50.0% -$523 减仓
AWK AMERICAN WTR WKS CO INC NEW $5260.00%4 -1-20.0% -$132 减仓
COHU COHU INC $5910.00%8 8— $591 新建仓
BALL BALL CORP $6240.00%10 -57-85.1% -$3,557 减仓
HBAN HUNTINGTON BANCSHARES INC $6380.00%36 00.0% — 不变
— PROSHARES TR $6420.00%20 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $6720.00%7 00.0% — 不变
ATO ATMOS ENERGY CORP $6890.00%4 -2-33.3% -$344 减仓
IQLT ISHARES TR $6940.00%14 -164-92.1% -$8,130 重新持有
CMG CHIPOTLE MEXICAN GRILL INC $7140.00%21 -716-97.2% -$2.43万 减仓
VGIT VANGUARD SCOTTSDALE FDS $8260.00%14 14— $826 新建仓
CHD CHURCH & DWIGHT CO INC $8720.00%9 9— $872 新建仓
NOW SERVICENOW INC $8940.00%9 00.0% — 不变
KVUE KENVUE INC $8980.00%47 49.3% $76 加仓
PFF ISHARES TR $9930.00%33 13.1% $30 加仓
WEC WEC ENERGY GROUP INC $1,0510.00%9 00.0% — 不变
PCAR PACCAR INC $1,0810.00%9 9— $1,081 新建仓
FLEX FLEX LTD $1,1340.00%7 7— $1,134 新建仓
IEX IDEX CORP $1,1350.00%5 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $1,1930.00%3 -48-94.1% -$1.91万 减仓
DEO DIAGEO PLC $1,2060.00%15 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP $1,2350.00%7 5250.0% $882 重新持有
DES WISDOMTREE TR $1,2680.00%31 00.0% — 不变
IMTM ISHARES TR $1,2800.00%24 24— $1,280 新建仓
QUAL ISHARES TR $1,3170.00%6 6— $1,317 新建仓
ED CONSOLIDATED EDISON INC $1,3280.00%12 12— $1,328 新建仓
F FORD MTR CO $1,3480.00%97 4898.0% $667 加仓
STLD STEEL DYNAMICS INC $1,3770.00%6 00.0% — 不变
ELDN ELEDON PHARMACEUTICALS INC $1,3870.00%352 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $1,4010.00%13 -45-77.6% -$4,850 重新持有
CNP CENTERPOINT ENERGY INC $1,4090.00%32 833.3% $352 加仓
IP INTERNATIONAL PAPER CO $1,4100.00%37 1894.7% $686 加仓
VYM VANGUARD WHITEHALL FDS $1,4220.00%9 00.0% — 不变
TGT TARGET CORP $1,4370.00%11 110.0% $131 加仓
SCHH SCHWAB STRATEGIC TR $1,4440.00%61 61— $1,444 新建仓
VMC VULCAN MATLS CO $1,4750.00%5 00.0% — 不变
VTRS VIATRIS INC $1,4770.00%93 -130-58.3% -$2,065 重新持有
NKE NIKE INC $1,5190.00%37 -65-63.7% -$2,669 减仓
FDX FEDEX CORP $1,5660.00%5 00.0% — 不变
CMBS ISHARES TR $1,5780.00%32 00.0% — 不变
ES EVERSOURCE ENERGY $1,5900.00%22 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $1,6140.00%22 -105-82.7% -$7,703 重新持有
EW EDWARDS LIFESCIENCES CORP $1,6280.00%18 -16-47.1% -$1,447 重新持有
SCHF SCHWAB STRATEGIC TR $1,7170.00%62 -747-92.3% -$2.07万 重新持有
CRH CRH PLC $1,8190.00%17 10142.9% $1,070 重新持有
OKE ONEOK INC NEW $1,8260.00%21 750.0% $609 加仓
FE FIRSTENERGY CORP $1,9020.00%40 -48-54.5% -$2,282 重新持有
PSA PUBLIC STORAGE $1,9100.00%6 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $2,0160.00%9 -22-71.0% -$4,928 重新持有
EXPD EXPEDITORS INTL WASH INC $2,1190.00%13 13— $2,119 新建仓
IEI ISHARES TR $2,2000.00%19 00.0% — 不变
— SWARMER INC $2,2160.00%50 00.0% — 不变
ACGL ARCH CAP GROUP LTD $2,2320.00%23 421.1% $388 加仓
DON WISDOMTREE TR $2,2590.00%40 00.0% — 不变
CVNA CARVANA CO $2,3040.00%35 35— $2,304 新建仓
SPYV SPDR SERIES TRUST $2,3100.00%38 38— $2,310 新建仓
PCT PURECYCLE TECHNOLOGIES INC $2,3110.00%285 00.0% — 不变
BC BRUNSWICK CORP $2,3590.00%28 27.7% $168 加仓
J JACOBS SOLUTIONS INC $2,5200.00%20 10100.0% $1,260 加仓
ALB ALBEMARLE CORP $2,5660.00%19 15.6% $135 加仓
EBAY EBAY INC. $2,5700.00%23 23— $2,570 新建仓
ONEQ FIDELITY COMWLTH TR $2,5810.00%25 25— $2,581 新建仓
CFG CITIZENS FINL GROUP INC $2,5930.00%37 00.0% — 不变
JPME J P MORGAN EXCHANGE TRADED F $2,6090.00%21 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $2,6750.00%125 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $2,6780.00%33 517.9% $406 加仓
IHI ISHARES TR $2,7560.00%56 00.0% — 不变
DLTR DOLLAR TREE INC $2,7820.00%23 12109.1% $1,451 加仓
PSX PHILLIPS 66 $2,8740.00%17 17— $2,874 新建仓
EXC EXELON CORP $2,8900.00%62 11.6% $47 加仓
ITM VANECK ETF TRUST $2,9130.00%62 62— $2,913 新建仓
DGRO ISHARES TR $2,9870.00%39 00.0% — 不变
VLTO VERALTO CORP $3,0150.00%34 29580.0% $2,572 加仓
CI THE CIGNA GROUP $3,0320.00%11 00.0% — 不变
DTE DTE ENERGY CO $3,0470.00%20 20— $3,047 新建仓
EIX EDISON INTL $3,0520.00%41 31310.0% $2,308 加仓
COR CENCORA INC $3,1130.00%11 -4-26.7% -$1,132 减仓
REGN REGENERON PHARMACEUTICALS $3,1180.00%5 266.7% $1,247 加仓
EQIX EQUINIX INC $3,1270.00%3 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $3,1670.00%19 -15-44.1% -$2,500 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $3,1840.00%73 -70-49.0% -$3,053 减仓
BHP BHP BILLITON LIMITED $3,2490.00%39 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $3,2640.00%24 00.0% — 不变
PPG PPG INDS INC $3,2750.00%27 1280.0% $1,456 加仓