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
GMAR FIRST TR EXCHNG TRADED FD VI $2.54万0.01%573 -15-2.6% -$664 减仓
HLT HILTON WORLDWIDE HLDGS INC $2.58万0.01%78 913.0% $2,974 加仓
SPTL SPDR SERIES TRUST $2.64万0.01%1,006 00.0% — 不变
PGR PROGRESSIVE CORP $2.64万0.01%121 00.0% — 不变
LIN LINDE PLC $2.65万0.01%51 1024.4% $5,189 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $2.70万0.02%517 00.0% — 不变
SNPS SYNOPSYS INC $2.77万0.02%62 -14-18.4% -$6,245 减仓
GAPR FIRST TR EXCHNG TRADED FD VI $2.80万0.02%672 00.0% — 不变
BAPR INNOVATOR ETFS TRUST $2.83万0.02%531 00.0% — 不变
UPS UNITED PARCEL SVCS INC $2.89万0.02%269 5224.0% $5,590 加仓
SPEM SPDR INDEX SHS FDS $2.90万0.02%561 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $2.94万0.02%84 00.0% — 不变
FAPR FIRST TR EXCHNG TRADED FD VI $3.01万0.02%644 -499-43.7% -$2.33万 减仓
BMY BRISTOL-MYERS SQUIBB CO $3.03万0.02%525 -9-1.7% -$519 减仓
MAR MARRIOTT INTL INC NEW $3.08万0.02%83 11.2% $371 加仓
APP APPLOVIN CORP $3.09万0.02%60 00.0% — 不变
WSM WILLIAMS SONOMA INC $3.10万0.02%133 86.4% $1,865 加仓
SOLV SOLVENTUM CORP $3.18万0.02%412 00.0% — 不变
GBIL GOLDMAN SACHS ETF TR $3.31万0.02%330 30.9% $301 加仓
BA BOEING CO $3.36万0.02%155 3832.5% $8,226 加仓
SCHC SCHWAB STRATEGIC TR $3.40万0.02%706 314.6% $1,492 加仓
RCL ROYAL CARIBBEAN GROUP $3.40万0.02%107 99.2% $2,858 加仓
IRM IRON MTN INC DEL $3.40万0.02%269 83.1% $1,010 加仓
DFAE DIMENSIONAL ETF TRUST $3.44万0.02%855 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $3.47万0.02%848 00.0% — 不变
SPAB SPDR SERIES TRUST $3.47万0.02%1,359 00.0% — 不变
SPDW SPDR INDEX SHS FDS $3.47万0.02%689 00.0% — 不变
VBK VANGUARD INDEX FDS $3.47万0.02%95 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $3.62万0.02%212 212— $3.62万 新建仓
— FIRST TR EXCHNG TRADED FD VI $3.86万0.02%975 -8-0.8% -$317 减仓
GEV GE VERNOVA INC $3.88万0.02%33 726.9% $8,224 加仓
DIS DISNEY WALT CO $3.95万0.02%410 19086.4% $1.83万 加仓
ABBV ABBVIE INC $3.98万0.02%158 1533,060.0% $3.85万 加仓
VZ VERIZON COMMUNICATIONS INC $4.03万0.02%951 -47-4.7% -$1,990 减仓
C CITIGROUP INC $4.11万0.02%294 5020.5% $6,998 加仓
IXC ISHARES TR $4.24万0.02%862 00.0% — 不变
GE GE AEROSPACE $4.26万0.02%114 67142.6% $2.50万 加仓
SPLV INVESCO EXCH TRADED FD TR II $4.36万0.02%582 -142-19.6% -$1.06万 减仓
— INVESCO EXCH TRADED FD TR II $4.36万0.02%832 00.0% — 不变
TJX TJX COS INC NEW $4.47万0.02%295 3011.3% $4,545 加仓
ADBE ADOBE INC $4.51万0.03%220 00.0% — 不变
INTU INTUIT $4.65万0.03%178 -59-24.9% -$1.54万 减仓
ADI ANALOG DEVICES INC $4.69万0.03%118 -33-21.9% -$1.31万 减仓
ANET ARISTA NETWORKS INC $4.72万0.03%278 -76-21.5% -$1.29万 减仓
GNOV FIRST TR EXCHNG TRADED FD VI $4.84万0.03%1,157 00.0% — 不变
PALC PACER FDS TR $4.98万0.03%834 00.0% — 不变
SPSM SPDR SERIES TRUST $5.01万0.03%869 00.0% — 不变
FTGC FIRST TR EXCHANGE TRAD FD VI $5.17万0.03%1,910 00.0% — 不变
APH AMPHENOL CORP $5.20万0.03%295 -86-22.6% -$1.52万 减仓
MRK MERCK & CO INC $5.37万0.03%418 9830.6% $1.26万 加仓
SLYG SPDR SERIES TRUST $5.50万0.03%462 00.0% — 不变
STIP ISHARES TR $5.55万0.03%543 00.0% — 不变
EFA ISHARES TR $5.57万0.03%536 21365.9% $2.21万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $5.64万0.03%618 468.0% $4,195 加仓
— INNOVATOR ETFS TRUST $5.66万0.03%1,350 -2-0.1% -$84 减仓
SHW SHERWIN WILLIAMS CO $5.92万0.03%172 74.2% $2,410 加仓
PFEB INNOVATOR ETFS TRUST $6.04万0.03%1,403 -171-10.9% -$7,363 减仓
CVX CHEVRON CORPORATION $6.12万0.03%369 3711.1% $6,133 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $6.30万0.04%132 00.0% — 不变
IJH ISHARES TR $6.42万0.04%832 -126-13.2% -$9,716 减仓
AVGO BROADCOM INC $6.42万0.04%170 -239-58.4% -$9.03万 重新持有
MCD MCDONALDS CORP $6.60万0.04%244 -74-23.3% -$2.00万 减仓
IWM ISHARES TR $6.74万0.04%224 157.2% $4,516 加仓
TFLO ISHARES TR $6.91万0.04%1,365 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $7.08万0.04%1,310 00.0% — 不变
LLY ELI LILLY & CO $7.20万0.04%60 50500.0% $6.00万 加仓
VO VANGUARD INDEX FDS $7.90万0.04%980 -248-20.2% -$2.00万 减仓
WDC WESTERN DIGITAL CORP $8.05万0.04%126 21.6% $1,277 加仓
FMHI FIRST TR EXCH TRADED FD III $8.06万0.04%1,663 1,663— $8.06万 新建仓
GLW CORNING INC $8.15万0.05%319 00.0% — 不变
VTEB VANGUARD MUN BD FDS $8.46万0.05%1,672 59455.1% $3.00万 加仓
TXN TEXAS INSTRS INC $9.06万0.05%304 2810.1% $8,346 加仓
— FIRST TR EXCHNG TRADED FD VI $9.19万0.05%2,212 00.0% — 不变
YUM YUM BRANDS INC $9.19万0.05%575 00.0% — 不变
LMT LOCKHEED MARTIN CORP $9.37万0.05%184 -6-3.2% -$3,057 减仓
TRV TRAVELERS COMPANIES INC $9.74万0.05%295 113.9% $3,631 加仓
— FIRST TR EXCHNG TRADED FD VI $10.06万0.06%2,946 -1,241-29.6% -$4.24万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $10.13万0.06%105 32.9% $2,895 加仓
DPZ DOMINOS PIZZA INC $10.15万0.06%343 00.0% — 不变
SNDK SANDISK CORP $10.23万0.06%45 -1-2.2% -$2,274 减仓
MUB ISHARES TR $10.53万0.06%978 737305.8% $7.93万 加仓
PG PROCTER & GAMBLE CO $10.66万0.06%727 8112.5% $1.19万 加仓
AMD ADVANCED MICRO DEVICES INC $11.04万0.06%190 3724.2% $2.15万 加仓
— FIRST TR EXCHNG TRADED FD VI $11.22万0.06%2,841 00.0% — 不变
META META PLATFORMS INC $11.32万0.06%201 110120.9% $6.20万 加仓
VXUS VANGUARD STAR FDS $11.34万0.06%1,326 00.0% — 不变
STZ CONSTELLATION BRANDS INC $11.82万0.07%850 -8-0.9% -$1,113 减仓
UBER UBER TECHNOLOGIES INC $12.14万0.07%1,683 40.2% $289 加仓
LRCX LAM RESEARCH CORP $12.57万0.07%290 3513.7% $1.52万 加仓
BUFZ FIRST TR EXCHNG TRADED FD VI $12.57万0.07%4,500 00.0% — 不变
OKTA OKTA INC $12.62万0.07%925 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $12.74万0.07%3,826 -14-0.4% -$466 减仓
WM WASTE MGMT INC DEL $12.88万0.07%578 -8-1.4% -$1,783 减仓
IUSV ISHARES TR $13.06万0.07%1,186 484.2% $5,287 加仓
AMAT APPLIED MATLS INC $13.23万0.07%183 2113.0% $1.52万 加仓
— FIRST TR EXCHNG TRADED FD VI $13.42万0.07%3,020 -3,019-50.0% -$13.41万 减仓
SPY STATE STR SPDR S&P 500 ETF T $13.59万0.08%182 10.6% $747 加仓
DMAY FIRST TR EXCHNG TRADED FD VI $13.99万0.08%2,970 -2,970-50.0% -$13.99万 减仓
DX DYNEX CAP INC $14.28万0.08%10,895 7,485219.5% $9.81万 加仓
BAC BANK OF AMER CORP $14.35万0.08%2,518 45021.8% $2.56万 加仓