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
BMAR INNOVATOR ETFS TRUST $14.77万0.08%2,563 -13-0.5% -$749 减仓
T AT&T INC $14.81万0.08%7,157 -545-7.1% -$1.13万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $14.96万0.08%299 4115.9% $2.05万 加仓
BUFY FIRST TR EXCHNG TRADED FD VI $15.00万0.08%6,410 00.0% — 不变
COP CONOCOPHILLIPS $15.61万0.09%1,502 70.5% $728 加仓
PLTR PALANTIR TECHNOLOGIES INC $15.65万0.09%1,341 705.5% $8,167 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $15.77万0.09%5,364 3,052132.0% $8.97万 加仓
IEFA ISHARES TR $15.96万0.09%1,652 -621-27.3% -$6.00万 减仓
INTC INTEL CORP $16.41万0.09%1,175 -288-19.7% -$4.02万 减仓
KLAC KLA CORP $16.59万0.09%550 22066.7% $6.64万 加仓
HD HOME DEPOT INC $16.79万0.09%476 5412.8% $1.90万 加仓
USMV ISHARES TR $16.85万0.09%1,747 100.6% $965 加仓
ICF ISHARES TR $16.91万0.09%2,501 00.0% — 不变
AXP AMERICAN EXPRESS CO $17.15万0.10%507 51.0% $1,691 加仓
NOC NORTHROP GRUMMAN CORP $17.16万0.10%337 -2-0.6% -$1,019 减仓
RTX RTX CORPORATION $17.19万0.10%906 -12-1.3% -$2,277 减仓
BKLN INVESCO EXCH TRADED FD TR II $17.41万0.10%8,547 3,38665.6% $6.90万 加仓
UNH UNITEDHEALTH GROUP INC $17.91万0.10%431 8223.5% $3.41万 加仓
HCA HCA HEALTHCARE INC $17.93万0.10%460 -14-3.0% -$5,458 减仓
DUK DUKE ENERGY CORP NEW $18.40万0.10%1,454 141.0% $1,772 加仓
— EXXON MOBIL CORP $18.84万0.10%1,378 -28-2.0% -$3,828 减仓
PNOV INNOVATOR ETFS TRUST $19.36万0.11%4,366 00.0% — 不变
CSCO CISCO SYS INC $19.57万0.11%1,666 1076.9% $1.26万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $20.09万0.11%3,979 2,054106.7% $10.37万 加仓
IVV ISHARES TR $20.22万0.11%270 9352.5% $6.96万 加仓
NFLX NETFLIX INC. $20.29万0.11%2,842 -297-9.5% -$2.12万 减仓
FMB FIRST TR EXCH TRADED FD III $20.78万0.12%4,046 1,51559.9% $7.78万 加仓
MU MICRON TECHNOLOGY INC $20.89万0.12%181 74.0% $8,080 加仓
V VISA INC $21.24万0.12%619 8315.5% $2.85万 加仓
PAPR INNOVATOR ETFS TRUST $21.47万0.12%5,087 00.0% — 不变
GAUG FIRST TR EXCHNG TRADED FD VI $21.73万0.12%5,246 -2,222-29.8% -$9.20万 减仓
PANW PALO ALTO NETWORKS INC $21.93万0.12%643 00.0% — 不变
ORCL ORACLE CORP $22.26万0.12%1,519 644.4% $9,379 加仓
LOW LOWES COS INC $22.38万0.12%1,015 -72-6.6% -$1.59万 减仓
— FIRST TR EXCHNG TRADED FD VI $22.65万0.13%5,300 -5,000-48.5% -$21.37万 减仓
MTUM ISHARES TR $22.80万0.13%665 304.7% $1.03万 加仓
TPR TAPESTRY INC $23.04万0.13%1,574 10.1% $146 加仓
BOTZ GLOBAL X FDS $23.20万0.13%6,115 -428-6.5% -$1.62万 减仓
MP MP MATERIALS CORP $23.78万0.13%4,246 00.0% — 不变
— INNOVATOR ETFS TRUST $24.00万0.13%9,008 00.0% — 不变
KO COCA COLA CO $24.10万0.13%2,965 913.2% $7,396 加仓
WMT WALMART INC $24.28万0.14%2,144 50.2% $566 加仓
MUNI PIMCO ETF TR $24.54万0.14%4,665 2,15485.8% $11.33万 加仓
TSLA TESLA INC $24.56万0.14%584 11023.2% $4.63万 加仓
— INNOVATOR ETFS TRUST $24.59万0.14%8,956 00.0% — 不变
QCOM QUALCOMM INC $24.63万0.14%1,333 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $24.86万0.14%884 374.4% $1.04万 加仓
TLT ISHARES TR $24.99万0.14%2,892 00.0% — 不变
— INNOVATOR ETFS TRUST $25.57万0.14%9,286 00.0% — 不变
BNOV INNOVATOR ETFS TRUST $26.04万0.15%5,447 -141-2.5% -$6,741 减仓
FTHI FIRST TR EXCHANGE TRADED FD $26.07万0.15%10,932 5,33895.4% $12.73万 加仓
— INNOVATOR ETFS TRUST $27.13万0.15%10,267 00.0% — 不变
— INNOVATOR ETFS TRUST $27.57万0.15%6,551 -6-0.1% -$253 减仓
COST COSTCO WHOLESALE CORPORATION $27.97万0.16%299 103.5% $9,355 加仓
BJAN INNOVATOR ETFS TRUST $28.25万0.16%4,799 00.0% — 不变
— STRATEGY SHS $28.48万0.16%12,469 5,96891.8% $13.63万 加仓
VIG VANGUARD SPECIALIZED FUNDS $29.35万0.16%1,240 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $30.00万0.17%6,755 00.0% — 不变
PZA INVESCO EXCH TRADED FD TR II $30.47万0.17%12,954 7,802151.4% $18.35万 加仓
FAUG FIRST TR EXCHNG TRADED FD VI $30.92万0.17%5,472 -4,532-45.3% -$25.61万 减仓
PM PHILIP MORRIS INTL INC $31.37万0.17%1,734 452.7% $8,141 加仓
PAVE GLOBAL X FDS $31.45万0.18%5,337 00.0% — 不变
BAUG INNOVATOR ETFS TRUST $31.59万0.18%5,893 00.0% — 不变
BFEB INNOVATOR ETFS TRUST $31.73万0.18%6,028 00.0% — 不变
BSEP INNOVATOR ETFS TRUST $31.86万0.18%6,042 00.0% — 不变
GOOGL ALPHABET INC $32.74万0.18%916 14619.0% $5.22万 加仓
COWZ PACER FDS TR $33.25万0.19%5,345 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $33.69万0.19%10,623 4,13263.7% $13.10万 加仓
BMAY INNOVATOR ETFS TRUST $36.02万0.20%7,607 7,607— $36.02万 新建仓
BUFF INNOVATOR ETFS TRUST $36.63万0.20%6,953 00.0% — 不变
— INNOVATOR ETFS TRUST $36.73万0.20%13,302 -2,162-14.0% -$5.97万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $36.79万0.20%7,853 00.0% — 不变
IEF ISHARES TR $37.53万0.21%3,969 00.0% — 不变
AMZN AMAZON COM INC $40.06万0.22%1,681 45136.7% $10.75万 加仓
— INNOVATOR ETFS TRUST $41.71万0.23%10,093 2,75037.5% $11.37万 加仓
BOCT INNOVATOR ETFS TRUST $42.69万0.24%8,051 -802-9.1% -$4.25万 减仓
— INNOVATOR ETFS TRUST $43.32万0.24%11,400 3343.0% $1.27万 加仓
HYLS FIRST TR EXCHANGE-TRADED FD $44.99万0.25%11,067 5,920115.0% $24.06万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $45.14万0.25%9,369 -260-2.7% -$1.25万 减仓
XYLD GLOBAL X FDS $45.32万0.25%11,111 7,246187.5% $29.56万 加仓
MSFT MICROSOFT CORP $45.85万0.26%1,229 21120.7% $7.87万 加仓
FTQI FIRST TR EXCHANGE TRADED FD $46.23万0.26%20,928 10,12293.7% $22.36万 加仓
JPM JPMORGAN CHASE & CO $49.66万0.28%1,517 16312.0% $5.34万 加仓
MOAT VANECK ETF TRUST $50.14万0.28%4,823 -68-1.4% -$7,069 减仓
— INNOVATOR ETFS TRUST $51.12万0.28%12,728 -94-0.7% -$3,775 减仓
CAT CATERPILLAR INC $56.44万0.31%530 122.3% $1.28万 加仓
GFEB FIRST TR EXCHNG TRADED FD VI $56.48万0.31%12,828 00.0% — 不变
UFEB INNOVATOR ETFS TRUST $59.43万0.33%15,377 -27-0.2% -$1,044 减仓
GS GOLDMAN SACHS GROUP INC $61.39万0.34%607 00.0% — 不变
AOR ISHARES TR $62.22万0.35%8,953 -978-9.8% -$6.80万 减仓
VB VANGUARD INDEX FDS $62.62万0.35%2,066 -77-3.6% -$2.33万 减仓
— INNOVATOR ETFS TRUST $63.04万0.35%24,260 00.0% — 不变
QYLD GLOBAL X FDS $63.65万0.35%34,535 17,830106.7% $32.86万 加仓
BDEC INNOVATOR ETFS TRUST $65.05万0.36%12,226 -471-3.7% -$2.51万 减仓
SFLR INNOVATOR ETFS TRUST $65.46万0.36%16,968 -577-3.3% -$2.23万 减仓
BJUL INNOVATOR ETFS TRUST $66.43万0.37%12,232 -3,435-21.9% -$18.66万 减仓
GOOG ALPHABET INC $67.66万0.38%1,915 1216.7% $4.28万 加仓
NVDA NVIDIA CORPORATION $72.79万0.41%3,638 58919.3% $11.79万 加仓
— INNOVATOR ETFS TRUST $77.98万0.43%27,639 -1,015-3.5% -$2.86万 减仓
SMH VANECK ETF TRUST $79.23万0.44%1,208 -21-1.7% -$1.38万 减仓