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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $12.08万 | 0.08% | 1,679 | 7 | 0.4% | $504 | 加仓 |
| CSCO | CISCO SYS INC | $12.10万 | 0.08% | 1,559 | 266 | 20.6% | $2.06万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $12.31万 | 0.08% | 343 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.36万 | 0.08% | 258 | -43 | -14.3% | -$2.06万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $12.82万 | 0.08% | 2,531 | 1,241 | 96.2% | $6.29万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $12.84万 | 0.08% | 5,594 | 763 | 15.8% | $1.75万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $12.87万 | 0.08% | 858 | -2 | -0.2% | -$300 | 减仓 |
| MUNI | PIMCO ETF TR | $13.10万 | 0.08% | 2,511 | 1,216 | 93.9% | $6.35万 | 加仓 |
| WM | WASTE MGMT INC DEL | $13.47万 | 0.09% | 586 | 15 | 2.6% | $3,447 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $13.52万 | 0.09% | 2,576 | 52 | 2.1% | $2,729 | 加仓 |
| HD | HOME DEPOT INC | $13.88万 | 0.09% | 422 | -58 | -12.1% | -$1.91万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.02万 | 0.09% | 4,187 | -231 | -5.2% | -$7,734 | 减仓 |
| — | STRATEGY SHS | $14.20万 | 0.09% | 6,501 | 212 | 3.4% | $4,630 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $14.35万 | 0.09% | 6,410 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $14.75万 | 0.09% | 3,840 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $15.12万 | 0.10% | 3,865 | 939 | 32.1% | $3.67万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $15.18万 | 0.10% | 502 | -39 | -7.2% | -$1.18万 | 减仓 |
| MTUM | ISHARES TR | $15.24万 | 0.10% | 635 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $15.48万 | 0.10% | 2,501 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $16.11万 | 0.10% | 1,737 | -1,737 | -50.0% | -$16.11万 | 减仓 |
| V | VISA INC | $16.20万 | 0.10% | 536 | -249 | -31.7% | -$7.53万 | 减仓 |
| QCOM | QUALCOMM INC | $17.17万 | 0.11% | 1,333 | -784 | -37.0% | -$10.10万 | 减仓 |
| TSLA | TESLA INC | $17.62万 | 0.11% | 474 | -276 | -36.8% | -$10.26万 | 减仓 |
| RTX | RTX CORPORATION | $17.71万 | 0.11% | 918 | 668 | 267.2% | $12.89万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $17.84万 | 0.11% | 4,366 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $18.59万 | 0.12% | 1,271 | -284 | -18.3% | -$4.15万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $18.86万 | 0.12% | 1,440 | -199 | -12.1% | -$2.61万 | 减仓 |
| COP | CONOCOPHILLIPS | $19.73万 | 0.13% | 1,495 | -68 | -4.4% | -$8,976 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $19.91万 | 0.13% | 6,491 | 6,491 | — | $19.91万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $20.25万 | 0.13% | 5,087 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $20.49万 | 0.13% | 4,246 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.53万 | 0.13% | 847 | -142 | -14.4% | -$3.44万 | 减仓 |
| IEFA | ISHARES TR | $20.58万 | 0.13% | 2,273 | -922 | -28.9% | -$8.35万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $20.88万 | 0.13% | 5,147 | 565 | 12.3% | $2.29万 | 加仓 |
| ORCL | ORACLE CORP | $21.40万 | 0.14% | 1,455 | -1,076 | -42.5% | -$15.83万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $21.53万 | 0.14% | 10,806 | 1,507 | 16.2% | $3.00万 | 加仓 |
| BOTZ | GLOBAL X FDS | $21.74万 | 0.14% | 6,543 | -135 | -2.0% | -$4,485 | 减仓 |
| KO | COCA COLA CO | $21.86万 | 0.14% | 2,874 | -363 | -11.2% | -$2.76万 | 减仓 |
| GOOGL | ALPHABET INC | $22.14万 | 0.14% | 770 | -272 | -26.1% | -$7.82万 | 减仓 |
| TPR | TAPESTRY INC | $22.20万 | 0.14% | 1,573 | 27 | 1.7% | $3,810 | 加仓 |
| T | AT&T INC | $22.33万 | 0.14% | 7,702 | -2,018 | -20.8% | -$5.85万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $22.43万 | 0.14% | 474 | 6 | 1.3% | $2,839 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.13万 | 0.15% | 339 | 136 | 67.0% | $9.28万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.51万 | 0.15% | 9,008 | 9,008 | — | $23.51万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.78万 | 0.15% | 8,956 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.85万 | 0.15% | 1,406 | -1,807 | -56.2% | -$30.66万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $24.04万 | 0.15% | 5,588 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.73万 | 0.16% | 9,286 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $25.07万 | 0.16% | 2,892 | 2,851 | 6,953.7% | $24.72万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $25.59万 | 0.16% | 4,799 | 4,799 | — | $25.59万 | 新建仓 |
| AMZN | AMAZON COM INC | $25.62万 | 0.16% | 1,230 | -888 | -41.9% | -$18.49万 | 减仓 |
| LOW | LOWES COS INC | $25.68万 | 0.16% | 1,087 | -78 | -6.7% | -$1.84万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.80万 | 0.16% | 6,557 | -12 | -0.2% | -$472 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.95万 | 0.17% | 6,039 | -531 | -8.1% | -$2.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.31万 | 0.17% | 10,267 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.58万 | 0.17% | 2,139 | -186 | -8.0% | -$2.31万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.67万 | 0.17% | 1,240 | -994 | -44.5% | -$21.38万 | 减仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $26.69万 | 0.17% | 5,940 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $27.12万 | 0.17% | 5,337 | -29 | -0.5% | -$1,473 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $27.93万 | 0.18% | 1,689 | -83 | -4.7% | -$1.37万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.29万 | 0.18% | 6,755 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $28.39万 | 0.18% | 7,343 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $28.65万 | 0.18% | 16,705 | 1,355 | 8.8% | $2.32万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $28.75万 | 0.18% | 6,028 | 6,028 | — | $28.75万 | 新建仓 |
| BAUG | INNOVATOR ETFS TRUST | $28.79万 | 0.18% | 5,893 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $28.80万 | 0.18% | 289 | -5 | -1.7% | -$4,982 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $28.91万 | 0.18% | 7,468 | -2,500 | -25.1% | -$9.68万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $29.05万 | 0.19% | 6,042 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $30.18万 | 0.19% | 3,139 | -81 | -2.5% | -$7,788 | 减仓 |
| COWZ | PACER FDS TR | $33.44万 | 0.21% | 5,345 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $34.20万 | 0.22% | 7,853 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $34.35万 | 0.22% | 6,953 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $36.70万 | 0.23% | 518 | -12 | -2.3% | -$8,502 | 减仓 |
| MSFT | MICROSOFT CORP | $37.69万 | 0.24% | 1,018 | -694 | -40.5% | -$25.69万 | 减仓 |
| IEF | ISHARES TR | $37.88万 | 0.24% | 3,969 | 3,969 | — | $37.88万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $39.83万 | 0.25% | 1,354 | -312 | -18.7% | -$9.18万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $40.74万 | 0.26% | 11,066 | -5 | -0.0% | -$184 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.36万 | 0.26% | 15,464 | -334 | -2.1% | -$8,934 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.70万 | 0.27% | 10,300 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $42.48万 | 0.27% | 8,853 | -46 | -0.5% | -$2,207 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $45.29万 | 0.29% | 9,629 | -166 | -1.7% | -$7,807 | 减仓 |
| SMH | VANECK ETF TRUST | $47.12万 | 0.30% | 1,229 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $47.30万 | 0.30% | 4,891 | -629 | -11.4% | -$6.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.79万 | 0.30% | 12,822 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $51.35万 | 0.33% | 607 | 4 | 0.7% | $3,384 | 加仓 |
| GOOG | ALPHABET INC | $51.46万 | 0.33% | 1,794 | -154 | -7.9% | -$4.42万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $51.80万 | 0.33% | 10,004 | 0 | 0.0% | — | 不变 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $52.71万 | 0.34% | 12,828 | -6,560 | -33.8% | -$26.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $53.17万 | 0.34% | 3,049 | -1,428 | -31.9% | -$24.90万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $55.92万 | 0.36% | 15,404 | 1,016 | 7.1% | $3.69万 | 加仓 |
| VB | VANGUARD INDEX FDS | $56.13万 | 0.36% | 2,143 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR ETFS TRUST | $60.95万 | 0.39% | 12,697 | -502 | -3.8% | -$2.41万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $61.60万 | 0.39% | 24,260 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $62.13万 | 0.40% | 17,545 | -1,154 | -6.2% | -$4.09万 | 减仓 |
| AOR | ISHARES TR | $63.91万 | 0.41% | 9,931 | -1,612 | -14.0% | -$10.37万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $77.84万 | 0.50% | 15,667 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $79.04万 | 0.50% | 28,654 | 9,358 | 48.5% | $25.81万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $84.05万 | 0.54% | 25,241 | 2,224 | 9.7% | $7.41万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $84.69万 | 0.54% | 21,310 | 250 | 1.2% | $9,935 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $87.09万 | 0.56% | 3,563 | -40 | -1.1% | -$9,778 | 减仓 |