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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $87.69万 | 0.56% | 30,166 | -289 | -0.9% | -$8,401 | 减仓 |
| AAPL | APPLE INC | $91.91万 | 0.59% | 3,621 | -1,212 | -25.1% | -$30.76万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $104.78万 | 0.67% | 28,137 | -5 | -0.0% | -$186 | 减仓 |
| ICSH | ISHARES TR | $117.54万 | 0.75% | 23,221 | -26,553 | -53.3% | -$134.41万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $127.76万 | 0.81% | 42,652 | 42,652 | — | $127.76万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $130.32万 | 0.83% | 39,054 | 8,137 | 26.3% | $27.15万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $144.20万 | 0.92% | 24,122 | -534 | -2.2% | -$3.19万 | 减仓 |
| SLV | ISHARES SILVER TR | $145.18万 | 0.93% | 21,306 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $155.72万 | 0.99% | 15,594 | 15,594 | — | $155.72万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $162.31万 | 1.03% | 32,586 | 32,530 | 58,089.3% | $162.03万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $199.15万 | 1.27% | 51,275 | -536 | -1.0% | -$2.08万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $204.20万 | 1.30% | 22,014 | -3,196 | -12.7% | -$29.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $207.19万 | 1.32% | 3,467 | -526 | -13.2% | -$31.43万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $210.87万 | 1.34% | 49,605 | -1,147 | -2.3% | -$4.88万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $245.53万 | 1.57% | 64,111 | -282 | -0.4% | -$1.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $251.91万 | 1.61% | 65,876 | -805 | -1.2% | -$3.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $294.53万 | 1.88% | 5,103 | -567 | -10.0% | -$32.73万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $411.16万 | 2.62% | 102,305 | -29,499 | -22.4% | -$118.56万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $427.16万 | 2.72% | 55,809 | 4,938 | 9.7% | $37.80万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $502.19万 | 3.20% | 21,134 | 2,995 | 16.5% | $71.17万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $550.96万 | 3.51% | 139,732 | -6,424 | -4.4% | -$25.33万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $566.90万 | 3.61% | 28,894 | 1,883 | 7.0% | $36.94万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $571.87万 | 3.65% | 83,754 | 5,072 | 6.4% | $34.63万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $614.99万 | 3.92% | 192,604 | -2,991 | -1.5% | -$9.55万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $681.77万 | 4.35% | 96,898 | 8,591 | 9.7% | $60.45万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $848.75万 | 5.41% | 303,126 | 7,809 | 2.6% | $21.87万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $1,015.73万 | 6.47% | 287,580 | 8,281 | 3.0% | $29.25万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,168.08万 | 7.45% | 274,583 | 11,679 | 4.4% | $49.68万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,656.08万 | 10.56% | 490,399 | 10,641 | 2.2% | $35.93万 | 加仓 |