13F 机构持仓

IMG Wealth Management, Inc.

JACKSONVILLE FL · SEC CIK 0002032103

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.6%
CGDV 7.4%
BUFQ 6.5%
BUFD 5.4%
FTLS 4.3%
FGD 3.9%
RDVY 3.6%
VTV 3.6%
SDVY 3.5%
QQQM 3.2%

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
AVGO BROADCOM INC $00.00%0 —— — 申报中断
WFC WELLS FARGO CO NEW $00.00%0 —— — 申报中断
PLUG PLUG POWER INC $00.00%0 -37,670-100.0% -$7.42万 清仓
IVW ISHARES TR $00.00%0 -566-100.0% -$6.98万 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 -281-100.0% -$5.38万 清仓
FUTY FIDELITY COVINGTON TRUST $00.00%0 -639-100.0% -$3.53万 清仓
FHLC FIDELITY COVINGTON TRUST $00.00%0 -413-100.0% -$3.07万 清仓
IMO IMPERIAL OIL LTD $00.00%0 -353-100.0% -$3.05万 清仓
SHEL SHELL PLC $00.00%0 -402-100.0% -$2.95万 清仓
GSK GSK PLC $00.00%0 -549-100.0% -$2.69万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 -295-100.0% -$2.61万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 —— — 申报中断
SCHF SCHWAB STRATEGIC TR $00.00%0 —— — 申报中断
BND VANGUARD BD INDEX FDS $00.00%0 -250-100.0% -$1.85万 清仓
SAP SAP SE $00.00%0 -75-100.0% -$1.82万 清仓
NTRS NORTHERN TR CORP $00.00%0 -123-100.0% -$1.68万 清仓
MCO MOODYS CORP $00.00%0 -32-100.0% -$1.63万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -165-100.0% -$1.57万 清仓
IDXX IDEXX LABS INC $00.00%0 -17-100.0% -$1.15万 清仓
HLN HALEON PLC $00.00%0 -1,128-100.0% -$1.14万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -32-100.0% -$1.09万 清仓
AZO AUTOZONE INC $00.00%0 -3-100.0% -$1.02万 清仓
IQV IQVIA HLDGS INC $00.00%0 -45-100.0% -$1.01万 清仓
RPRX ROYALTY PHARMA PLC $00.00%0 —— — 申报中断
IHF ISHARES TR $00.00%0 -206-100.0% -$9,876 清仓
TDG TRANSDIGM GROUP INC $00.00%0 -7-100.0% -$9,309 清仓
WMB WILLIAMS COS INC $00.00%0 —— — 申报中断
SSNC SS&C TECHNOLOGIES HLDGS INC $00.00%0 -104-100.0% -$9,092 清仓
IJR ISHARES TR $00.00%0 —— — 申报中断
LNG CHENIERE ENERGY INC $00.00%0 -45-100.0% -$8,748 清仓
IQLT ISHARES TR $00.00%0 —— — 申报中断
BTI BRITISH AMERN TOB PLC $00.00%0 -141-100.0% -$7,983 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 —— — 申报中断
VLUE ISHARES TR $00.00%0 -56-100.0% -$7,657 清仓
DCI DONALDSON INC $00.00%0 -85-100.0% -$7,536 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -29-100.0% -$7,505 清仓
TROW PRICE T ROWE GROUP INC $00.00%0 —— — 申报中断
AMP AMERIPRISE FINL INC $00.00%0 -15-100.0% -$7,355 清仓
HUM HUMANA INC $00.00%0 -28-100.0% -$7,172 清仓
CBRE CBRE GROUP INC $00.00%0 -44-100.0% -$7,075 清仓
GWW WW GRAINGER INC $00.00%0 -7-100.0% -$7,063 清仓
TFC TRUIST FINL CORP $00.00%0 —— — 申报中断
MSI MOTOROLA SOLUTIONS INC $00.00%0 -18-100.0% -$6,900 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -128-100.0% -$6,881 清仓
GFL GFL ENVIRONMENTAL INC $00.00%0 -160-100.0% -$6,872 清仓
CARR CARRIER GLOBAL CORPORATION $00.00%0 —— — 申报中断
FHI FEDERATED HERMES INC $00.00%0 -126-100.0% -$6,561 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -28-100.0% -$6,370 清仓
FITB FIFTH THIRD BANCORP $00.00%0 -129-100.0% -$6,038 清仓
WTW WILLIS TOWERS WATSON PLC LTD $00.00%0 -18-100.0% -$5,915 清仓
URI UNITED RENTALS INC $00.00%0 -7-100.0% -$5,665 清仓
AON AON PLC $00.00%0 -16-100.0% -$5,646 清仓
L LOEWS CORP $00.00%0 -52-100.0% -$5,476 清仓
SUI SUN CMNTYS INC $00.00%0 -44-100.0% -$5,452 清仓
PYPL PAYPAL HLDGS INC $00.00%0 —— — 申报中断
SNOW SNOWFLAKE INC $00.00%0 -24-100.0% -$5,265 清仓
PFG PRINCIPAL FINANCIAL GROUP IN $00.00%0 —— — 申报中断
LULU LULULEMON ATHLETICA INC $00.00%0 -23-100.0% -$4,780 清仓
EQH EQUITABLE HLDGS INC $00.00%0 -99-100.0% -$4,717 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 —— — 申报中断
LHX L3HARRIS TECHNOLOGIES INC $00.00%0 -15-100.0% -$4,404 清仓
ALLE ALLEGION PLC $00.00%0 -27-100.0% -$4,299 清仓
MKL MARKEL GROUP INC $00.00%0 -2-100.0% -$4,299 清仓
VRSK VERISK ANALYTICS INC $00.00%0 -19-100.0% -$4,250 清仓
MTD METTLER TOLEDO INTERNATIONAL $00.00%0 -3-100.0% -$4,183 清仓
ALSN ALLISON TRANSMISSION HLDGS I $00.00%0 -41-100.0% -$4,014 清仓
Q QNITY ELECTRONICS INC $00.00%0 —— — 申报中断
— DUPONT DE NEMOURS INC $00.00%0 -99-100.0% -$3,980 清仓
DOX AMDOCS LTD $00.00%0 -49-100.0% -$3,945 清仓
FE FIRSTENERGY CORP $00.00%0 —— — 申报中断
TRNO TERRENO RLTY CORP $00.00%0 -67-100.0% -$3,934 清仓
ALLY ALLY FINL INC $00.00%0 -86-100.0% -$3,895 清仓
ADSK AUTODESK INC $00.00%0 -13-100.0% -$3,848 清仓
NDSN NORDSON CORP $00.00%0 —— — 申报中断
FISV FISERV INC $00.00%0 -56-100.0% -$3,762 清仓
DGRW WISDOMTREE TR $00.00%0 -41-100.0% -$3,667 清仓
MAA MID-AMER APT CMNTYS INC $00.00%0 -26-100.0% -$3,612 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -66-100.0% -$3,293 清仓
RQI COHEN & STEERS QUALITY INCOM $00.00%0 -282-100.0% -$3,225 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -45-100.0% -$2,991 清仓
UDR UDR INC $00.00%0 -81-100.0% -$2,971 清仓
NET CLOUDFLARE INC $00.00%0 -15-100.0% -$2,957 清仓
HSY HERSHEY CO $00.00%0 —— — 申报中断
EW EDWARDS LIFESCIENCES CORP $00.00%0 —— — 申报中断
RMD RESMED INC $00.00%0 -12-100.0% -$2,890 清仓
MSCI MSCI INC $00.00%0 -5-100.0% -$2,869 清仓
CDW CDW CORP $00.00%0 -21-100.0% -$2,860 清仓
KHC KRAFT HEINZ CO $00.00%0 —— — 申报中断
VTRS VIATRIS INC $00.00%0 —— — 申报中断
AMLP ALPS ETF TR $00.00%0 -59-100.0% -$2,764 清仓
ADM ARCHER DANIELS MIDLAND CO $00.00%0 -48-100.0% -$2,760 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -17-100.0% -$2,756 清仓
DOV DOVER CORP $00.00%0 -14-100.0% -$2,733 清仓
DG DOLLAR GEN CORP NEW $00.00%0 -19-100.0% -$2,523 清仓
WHR WHIRLPOOL CORP $00.00%0 -34-100.0% -$2,453 清仓
FIDU FIDELITY COVINGTON TRUST $00.00%0 -29-100.0% -$2,392 清仓
VICI VICI PPTYS INC $00.00%0 -85-100.0% -$2,390 清仓
ROK ROCKWELL AUTOMATION INC $00.00%0 -6-100.0% -$2,334 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -5-100.0% -$2,226 清仓
MRVL MARVELL TECHNOLOGY INC $00.00%0 -26-100.0% -$2,209 清仓