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
AME AMETEK INC $9,4360.01%39 00.0% — 不变
BLK BLACKROCK INC $9,6160.01%10 466.7% $3,846 加仓
USB US BANCORP $9,7850.01%162 63.8% $362 加仓
TT TRANE TECHNOLOGIES PLC $9,8230.01%20 425.0% $1,965 加仓
BX BLACKSTONE INC $9,8840.01%84 49140.0% $5,766 加仓
— INNOVATOR ETFS TRUST $9,8930.01%381 381— $9,893 新建仓
GD GENERAL DYNAMICS CORP $9,9190.01%28 13.7% $354 加仓
CNC CENTENE CORP DEL $9,9490.01%155 10.6% $64 加仓
MPC MARATHON PETE CORP $9,9710.01%39 721.9% $1,790 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $1.00万0.01%111 00.0% — 不变
SO SOUTHERN CO $1.00万0.01%105 4472.1% $4,211 加仓
D DOMINION ENERGY INC $1.02万0.01%150 3833.9% $2,595 加仓
APD AIR PRODUCTS AND CHEMICALS I $1.03万0.01%35 516.7% $1,466 加仓
ETR ENTERGY CORP NEW $1.03万0.01%90 3873.1% $4,365 加仓
KDP KEURIG DR PEPPER INC $1.03万0.01%316 3012,006.7% $9,852 加仓
IGV ISHARES TR $1.04万0.01%115 00.0% — 不变
EMR EMERSON ELEC CO $1.04万0.01%73 2758.7% $3,865 加仓
DAL DELTA AIR LINES INC $1.05万0.01%112 5389.8% $4,964 加仓
MMM 3M CO $1.05万0.01%65 53441.7% $8,581 加仓
XLV SELECT SECTOR SPDR TR $1.07万0.01%67 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC $1.07万0.01%37 412.1% $1,158 加仓
SYM SYMBOTIC INC $1.07万0.01%239 00.0% — 不变
SPTM SPDR SERIES TRUST $1.08万0.01%119 00.0% — 不变
UNM UNUM GROUP $1.08万0.01%121 00.0% — 不变
WAT WATERS CORP $1.09万0.01%29 1161.1% $4,125 加仓
CBOE CBOE GLOBAL MKTS INC $1.09万0.01%45 925.0% $2,184 加仓
CVS CVS HEALTH CORP $1.11万0.01%107 3446.6% $3,517 加仓
MDXG MIMEDX GROUP INC $1.12万0.01%2,916 00.0% — 不变
IUSG ISHARES TR $1.13万0.01%60 60— $1.13万 新建仓
CMI CUMMINS INC $1.14万0.01%16 00.0% — 不变
WRB BERKLEY W R CORP $1.15万0.01%163 3830.4% $2,680 加仓
ASTS AST SPACEMOBILE INC $1.16万0.01%130 130— $1.16万 新建仓
EEM ISHARES TR $1.16万0.01%169 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $1.17万0.01%400 00.0% — 不变
AMT AMERICAN TOWER CORP $1.18万0.01%72 1424.1% $2,290 加仓
WELL WELLTOWER INC $1.18万0.01%52 2485.7% $5,447 加仓
WST WEST PHARMACEUTICAL SVSC INC $1.18万0.01%33 00.0% — 不变
XYZ BLOCK INC $1.19万0.01%157 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $1.21万0.01%54 1642.1% $3,578 加仓
WSO WATSCO INC $1.21万0.01%29 00.0% — 不变
A AGILENT TECHNOLOGIES INC $1.21万0.01%91 3356.9% $4,384 加仓
CAH CARDINAL HEALTH INC $1.21万0.01%51 2170.0% $4,989 加仓
VLO VALERO ENERGY CORP $1.22万0.01%47 1967.9% $4,948 加仓
KMI KINDER MORGAN INC DEL $1.26万0.01%395 12747.4% $4,060 加仓
COF CAPITAL ONE FINL CORP $1.26万0.01%63 -28-30.8% -$5,617 减仓
ROBT FIRST TR EXCHANGE TRADED FD $1.27万0.01%225 00.0% — 不变
DE DEERE & CO $1.27万0.01%20 981.8% $5,709 加仓
FCX FREEPORT MCMORAN INC $1.27万0.01%202 5638.4% $3,522 加仓
APO APOLLO GLOBAL MGMT INC $1.35万0.01%114 2832.6% $3,313 加仓
— WARNER BROS DISCOVERY INC $1.35万0.01%508 343207.9% $9,144 加仓
NEE NEXTERA ENERGY INC $1.36万0.01%155 -40-20.5% -$3,511 减仓
XLE SELECT SECTOR SPDR TR $1.36万0.01%257 8650.3% $4,562 加仓
ARTY ISHARES TR $1.36万0.01%179 00.0% — 不变
ABT ABBOTT LABORATORIES $1.37万0.01%151 94164.9% $8,514 加仓
SPGI S&P GLOBAL INC $1.38万0.01%34 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $1.40万0.01%102 57126.7% $7,798 加仓
KKR KKR & CO INC $1.40万0.01%153 3630.8% $3,304 加仓
USAR USA RARE EARTH INC $1.43万0.01%663 00.0% — 不变
BNY BANK OF NY MELLON CORP $1.45万0.01%100 1011.1% $1,446 加仓
NDAQ NASDAQ INC $1.47万0.01%187 3422.2% $2,680 加仓
HWM HOWMET AEROSPACE INC $1.48万0.01%55 1641.0% $4,302 加仓
PEP PEPSICO INC $1.53万0.01%113 32.7% $406 加仓
CL COLGATE PALMOLIVE CO $1.53万0.01%167 00.0% — 不变
FUMB FIRST TR EXCH TRADED FD III $1.54万0.01%769 -1,943-71.6% -$3.90万 减仓
— INVESCO EXCH TRADED FD TR II $1.55万0.01%1,249 -414-24.9% -$5,142 减仓
— INNOVATOR ETFS TRUST $1.57万0.01%569 00.0% — 不变
— ELECTRONIC ARTS INC $1.58万0.01%77 2857.1% $5,741 加仓
DRI DARDEN RESTAURANTS INC $1.61万0.01%78 79.9% $1,442 加仓
CDNS CADENCE DESIGN SYSTEM INC $1.61万0.01%43 -3-6.5% -$1,126 减仓
AFL AFLAC INC $1.63万0.01%139 2926.4% $3,400 加仓
PH PARKER-HANNIFIN CORP $1.66万0.01%17 541.7% $4,891 加仓
GJUN FIRST TR EXCHNG TRADED FD VI $1.70万0.01%412 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $1.71万0.01%117 4358.1% $6,283 加仓
PLD PROLOGIS INC. $1.73万0.01%128 2625.5% $3,522 加仓
ETN EATON CORP PLC $1.75万0.01%41 617.1% $2,557 加仓
BUFG FIRST TR EXCHNG TRADED FD VI $1.79万0.01%611 -352-36.6% -$1.03万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $1.79万0.01%206 4124.8% $3,569 加仓
MS MORGAN STANLEY $1.80万0.01%86 45109.8% $9,407 加仓
AIQ GLOBAL X FDS $1.82万0.01%277 00.0% — 不变
WFC WELLS FARGO & CO $1.83万0.01%222 -902-80.2% -$7.45万 重新持有
— INNOVATOR ETFS TRUST $1.90万0.01%680 00.0% — 不变
XDEC FIRST TR EXCHNG TRADED FD VI $2.06万0.01%480 00.0% — 不变
AMGN AMGEN INC $2.06万0.01%57 59.6% $1,811 加仓
ROST ROSS STORES INC $2.06万0.01%97 33.2% $639 加仓
UNP UNION PAC CORP $2.07万0.01%76 1218.8% $3,264 加仓
EME EMCOR GROUP INC $2.07万0.01%25 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $2.09万0.01%54 1538.5% $5,801 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $2.12万0.01%425 -102-19.4% -$5,086 减仓
HACK AMPLIFY ETF TR $2.13万0.01%203 00.0% — 不变
CALF PACER FDS TR $2.15万0.01%424 00.0% — 不变
TMF DIREXION SHARES ETF TRUST $2.18万0.01%613 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $2.24万0.01%45 821.6% $3,974 加仓
— EA SERIES TRUST $2.28万0.01%187 00.0% — 不变
SBUX STARBUCKS CORP $2.31万0.01%226 6338.7% $6,438 加仓
MA MASTERCARD INCORPORATED $2.36万0.01%46 33253.8% $1.69万 加仓
PFE PFIZER INC $2.37万0.01%983 10612.1% $2,553 加仓
ORLY OREILLY AUTOMOTIVE INC $2.39万0.01%259 3113.6% $2,855 加仓
CB CHUBB LIMITED $2.45万0.01%72 1322.0% $4,430 加仓
VOT VANGUARD INDEX FDS $2.48万0.01%81 00.0% — 不变
ABNB AIRBNB INC $2.49万0.01%174 53.0% $715 加仓