IMG Wealth Management, Inc.
JACKSONVILLE FL · SEC CIK 0002032103
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $87.04万 | 0.48% | 29,043 | -1,123 | -3.7% | -$3.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $91.94万 | 0.51% | 3,620 | 57 | 1.6% | $1.45万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $101.75万 | 0.57% | 27,892 | 2,651 | 10.5% | $9.67万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $103.40万 | 0.58% | 24,477 | 3,167 | 14.9% | $13.38万 | 加仓 |
| ICSH | ISHARES TR | $111.36万 | 0.62% | 22,016 | -1,205 | -5.2% | -$6.09万 | 减仓 |
| SLV | ISHARES SILVER TR | $113.92万 | 0.63% | 21,305 | -1 | -0.0% | -$53 | 减仓 |
| AAPL | APPLE INC | $117.15万 | 0.65% | 4,048 | 427 | 11.8% | $12.36万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $119.54万 | 0.67% | 20,013 | -4,109 | -17.0% | -$24.54万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $121.55万 | 0.68% | 31,539 | 3,402 | 12.1% | $13.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $140.25万 | 0.78% | 39,940 | 886 | 2.3% | $3.11万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $153.24万 | 0.85% | 47,903 | 5,251 | 12.3% | $16.80万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $183.10万 | 1.02% | 36,781 | 4,195 | 12.9% | $20.88万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $186.32万 | 1.04% | 18,081 | 2,487 | 15.9% | $25.63万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $188.99万 | 1.05% | 20,122 | -1,892 | -8.6% | -$17.77万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $223.18万 | 1.24% | 53,547 | 2,272 | 4.4% | $9.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $223.40万 | 1.24% | 3,253 | -214 | -6.2% | -$14.70万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $227.50万 | 1.27% | 50,186 | 581 | 1.2% | $2.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $260.94万 | 1.45% | 64,004 | -107 | -0.2% | -$4,362 | 减仓 |
| — | INNOVATOR ETFS TRUST | $273.78万 | 1.53% | 66,598 | 722 | 1.1% | $2.97万 | 加仓 |
| QQQ | INVESCO QQQ TR | $358.11万 | 1.99% | 4,863 | -240 | -4.7% | -$17.67万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $510.07万 | 2.84% | 108,066 | 5,761 | 5.6% | $27.19万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $520.33万 | 2.90% | 59,209 | 3,400 | 6.1% | $29.88万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $626.03万 | 3.49% | 145,117 | 5,385 | 3.9% | $23.23万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $627.82万 | 3.50% | 196,254 | 3,650 | 1.9% | $11.68万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $663.58万 | 3.70% | 30,449 | 1,555 | 5.4% | $33.89万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $681.99万 | 3.80% | 22,510 | 1,376 | 6.5% | $41.69万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $706.45万 | 3.94% | 87,152 | 3,398 | 4.1% | $27.54万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $745.56万 | 4.15% | 101,025 | 4,127 | 4.3% | $30.46万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $925.91万 | 5.16% | 311,544 | 8,418 | 2.8% | $25.02万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $1,167.78万 | 6.51% | 297,371 | 9,791 | 3.4% | $38.45万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,388.42万 | 7.73% | 281,740 | 7,157 | 2.6% | $35.27万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,850.76万 | 10.31% | 506,640 | 16,241 | 3.3% | $59.33万 | 加仓 |