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
SCZ ISHARES TR $3,2910.00%40 411.1% $329 加仓
TROW PRICE T ROWE GROUP INC $3,2970.00%29 -43-59.7% -$4,889 重新持有
— FIRST TR EXCHANGE TRADED FD $3,3550.00%154 00.0% — 不变
PPL PPL CORP $3,4170.00%94 00.0% — 不变
SIVR ABRDN SILVER ETF TRUST $3,4860.00%62 00.0% — 不变
KHC KRAFT HEINZ CO $3,4960.00%148 3328.7% $780 重新持有
SGOV ISHARES TR $3,5220.00%35 00.0% — 不变
STT STATE STR CORP $3,5620.00%21 316.7% $509 加仓
REG REGENCY CTRS CORP $3,5880.00%45 1760.7% $1,355 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $3,7020.00%43 00.0% — 不变
WDAY WORKDAY INC $3,7950.00%31 00.0% — 不变
HOOD ROBINHOOD MKTS INC $3,9110.00%39 38.3% $301 加仓
FIX COMFORT SYS USA INC $3,9640.00%2 2— $3,964 新建仓
HAL HALLIBURTON CO $4,0060.00%118 103686.7% $3,497 加仓
BDX BECTON DICKINSON & CO $4,2370.00%28 -9-24.3% -$1,362 减仓
MRNA MODERNA INC $4,2720.00%61 36144.0% $2,521 加仓
EL LAUDER ESTEE COS INC $4,3420.00%55 45450.0% $3,553 加仓
MNST MONSTER BEVERAGE CORP NEW $4,4220.00%46 31206.7% $2,980 加仓
IYR ISHARES TR $4,5210.00%44 00.0% — 不变
XLU SELECT SECTOR SPDR TR $4,5880.00%101 00.0% — 不变
CMS CMS ENERGY CORP $4,6670.00%61 -5-7.6% -$383 减仓
UUP INVESCO DB US DLR INDEX TR $4,6690.00%164 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $4,6740.00%59 918.0% $713 加仓
PAYX PAYCHEX INC $4,7200.00%48 25108.7% $2,458 加仓
WAB WABTEC $4,8530.00%18 00.0% — 不变
PCG PG&E CORP $4,9280.00%293 41.4% $67 加仓
SPMD SPDR SERIES TRUST $4,9320.00%73 00.0% — 不变
PHM PULTE GROUP INC $4,9400.00%36 1144.0% $1,509 加仓
SYY SYSCO CORP $5,0980.00%61 00.0% — 不变
CTAS CINTAS CORP $5,1020.00%30 -15-33.3% -$2,551 减仓
NDSN NORDSON CORP $5,1290.00%17 16.2% $302 重新持有
EOG EOG RES INC $5,1890.00%40 617.6% $778 加仓
CSX CSX CORP $5,2280.00%110 21.9% $95 加仓
MGNX MACROGENICS INC $5,3130.00%1,150 00.0% — 不变
O REALTY INCOME CORP $5,3290.00%86 51145.7% $3,160 加仓
ODFL OLD DOMINION FREIGHT LINE IN $5,4150.00%25 00.0% — 不变
VMRK EQUITY RESIDENTIAL $5,5020.00%81 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $5,5150.00%11 -30-73.2% -$1.50万 重新持有
AEM AGNICO EAGLE MINES LTD $5,5850.00%36 00.0% — 不变
IHE ISHARES TR $5,6350.00%57 00.0% — 不变
MET METLIFE INC $5,6690.00%67 40148.1% $3,384 加仓
LII LENNOX INTL INC $5,7300.00%10 466.7% $2,292 加仓
HPE HEWLETT PACKARD ENTERPRISE C $5,8190.00%129 129— $5,819 新建仓
FLY FIREFLY AEROSPACE INC $5,8800.00%200 00.0% — 不变
ASML ASML HLDG NV $5,9680.00%3 00.0% — 不变
SLB SLB LIMITED $6,1370.00%132 102340.0% $4,742 加仓
FENI FIDELITY COVINGTON TRUST $6,1400.00%153 153— $6,140 新建仓
IBB ISHARES TR $6,2000.00%33 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $6,3120.00%209 00.0% — 不变
VST VISTRA CORP $6,3450.00%40 30300.0% $4,759 加仓
AIG AMERICAN INTL GROUP INC $6,4100.00%86 -75-46.6% -$5,590 减仓
NEM NEWMONT CORP $6,4450.00%69 69.5% $560 加仓
PWR QUANTA SVCS INC $6,4800.00%9 00.0% — 不变
CTVA CORTEVA INC $6,6060.00%78 39100.0% $3,303 加仓
TMUS T-MOBILE US INC $6,7090.00%40 -7-14.9% -$1,174 减仓
GILD GILEAD SCIENCES INC $6,8220.00%54 -20-27.0% -$2,527 减仓
OXY OCCIDENTAL PETE CORP $6,8480.00%141 95206.5% $4,614 加仓
HONA HONEYWELL AEROSPACE INC $6,8530.00%31 31— $6,853 新建仓
KEY KEYCORP $6,8690.00%298 00.0% — 不变
MTB M & T BK CORP $6,9020.00%29 00.0% — 不变
HON HONEYWELL INTL INC $6,9410.00%31 -25-44.6% -$5,598 减仓
BIL SPDR SERIES TRUST $7,0180.00%77 11.3% $91 加仓
ITW ILLINOIS TOOL WKS INC $7,0320.00%26 -3-10.3% -$811 减仓
CCI CROWN CASTLE INC $7,1190.00%94 2740.3% $2,045 加仓
STE STERIS PLC $7,1590.00%34 34— $7,159 新建仓
MAGS LISTED FDS TR $7,2020.00%112 00.0% — 不变
RONB BARON ETF TR $7,3200.00%300 5221.0% $1,269 加仓
DELL DELL TECHNOLOGIES INC $7,3350.00%17 -63-78.8% -$2.72万 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $7,3430.00%27 27— $7,343 新建仓
FANG DIAMONDBACK ENERGY INC $7,5590.00%43 719.4% $1,231 加仓
HST HOST HOTELS & RESORTS INC $7,5630.00%319 7832.4% $1,849 加仓
VRT VERTIV HOLDINGS CO $7,7010.00%23 20666.7% $6,697 加仓
NI NISOURCE INC $7,7030.00%162 4943.4% $2,330 加仓
BP BP PLC $7,8330.00%212 00.0% — 不变
BKNG BOOKING HOLDINGS INC $7,8430.00%44 -106-70.7% -$1.89万 减仓
ALL ALLSTATE CORP $7,8520.00%33 00.0% — 不变
NSC NORFOLK SOUTHN CORP $7,8650.00%25 15150.0% $4,719 加仓
BKR BAKER HUGHES COMPANY $7,8810.00%142 102255.0% $5,661 加仓
— PROSHARES TR $7,8980.00%174 10.6% $45 加仓
MDLZ MONDELEZ INTL INC $7,9820.00%138 6076.9% $3,470 加仓
GLD SPDR GOLD TR $8,1040.00%22 00.0% — 不变
DLR DIGITAL RLTY TR INC $8,2610.00%46 12.2% $180 加仓
IJR ISHARES TR $8,3050.00%56 -17-23.3% -$2,521 重新持有
CRWD CROWDSTRIKE HLDGS INC $8,3950.00%11 00.0% — 不变
SCHW SCHWAB CHARLES CORP $8,3970.00%91 -151-62.4% -$1.39万 减仓
XLI SELECT SECTOR SPDR TR $8,4130.00%45 00.0% — 不变
MO ALTRIA GROUP INC $8,4900.00%118 65122.6% $4,677 加仓
GM GENERAL MTRS CO $8,5560.00%111 00.0% — 不变
SPYG SPDR SERIES TRUST $8,5670.00%72 72— $8,567 新建仓
ECL ECOLAB INC $8,6370.00%31 834.8% $2,229 加仓
NUE NUCOR CORP $8,6870.00%39 721.9% $1,559 加仓
— MICROVAST HOLDINGS INC $8,7060.00%7,441 3865.5% $452 加仓
SRE SEMPRA $8,8070.00%95 22.2% $185 加仓
IYC ISHARES TR $8,9180.00%88 00.0% — 不变
SHY ISHARES TR $8,9760.01%109 10.9% $82 加仓
FTSL FIRST TR EXCHANGE-TRADED FD $8,9950.01%201 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $9,1100.01%1,177 -393-25.0% -$3,042 减仓
PNC PNC FINL SVCS GROUP INC $9,1100.01%37 12.8% $246 加仓
DHR DANAHER CORP DEL $9,1430.01%48 00.0% — 不变
DASH DOORDASH INC $9,2270.01%50 00.0% — 不变