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 |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,850.76万 | 10.31% | 506,640 | 16,241 | 3.3% | $59.33万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,388.42万 | 7.73% | 281,740 | 7,157 | 2.6% | $35.27万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $1,167.78万 | 6.51% | 297,371 | 9,791 | 3.4% | $38.45万 | 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 |
| FTLS | FIRST TR EXCH TRADED FD III | $745.56万 | 4.15% | 101,025 | 4,127 | 4.3% | $30.46万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $706.45万 | 3.94% | 87,152 | 3,398 | 4.1% | $27.54万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $681.99万 | 3.80% | 22,510 | 1,376 | 6.5% | $41.69万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $663.58万 | 3.70% | 30,449 | 1,555 | 5.4% | $33.89万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $627.82万 | 3.50% | 196,254 | 3,650 | 1.9% | $11.68万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $626.03万 | 3.49% | 145,117 | 5,385 | 3.9% | $23.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $520.33万 | 2.90% | 59,209 | 3,400 | 6.1% | $29.88万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $510.07万 | 2.84% | 108,066 | 5,761 | 5.6% | $27.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $358.11万 | 1.99% | 4,863 | -240 | -4.7% | -$17.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $273.78万 | 1.53% | 66,598 | 722 | 1.1% | $2.97万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $260.94万 | 1.45% | 64,004 | -107 | -0.2% | -$4,362 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $227.50万 | 1.27% | 50,186 | 581 | 1.2% | $2.63万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $223.40万 | 1.24% | 3,253 | -214 | -6.2% | -$14.70万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $223.18万 | 1.24% | 53,547 | 2,272 | 4.4% | $9.47万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $188.99万 | 1.05% | 20,122 | -1,892 | -8.6% | -$17.77万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $186.32万 | 1.04% | 18,081 | 2,487 | 15.9% | $25.63万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $183.10万 | 1.02% | 36,781 | 4,195 | 12.9% | $20.88万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $153.24万 | 0.85% | 47,903 | 5,251 | 12.3% | $16.80万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $140.25万 | 0.78% | 39,940 | 886 | 2.3% | $3.11万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $121.55万 | 0.68% | 31,539 | 3,402 | 12.1% | $13.11万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $119.54万 | 0.67% | 20,013 | -4,109 | -17.0% | -$24.54万 | 减仓 |
| AAPL | APPLE INC | $117.15万 | 0.65% | 4,048 | 427 | 11.8% | $12.36万 | 加仓 |
| SLV | ISHARES SILVER TR | $113.92万 | 0.63% | 21,305 | -1 | -0.0% | -$53 | 减仓 |
| ICSH | ISHARES TR | $111.36万 | 0.62% | 22,016 | -1,205 | -5.2% | -$6.09万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $103.40万 | 0.58% | 24,477 | 3,167 | 14.9% | $13.38万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $101.75万 | 0.57% | 27,892 | 2,651 | 10.5% | $9.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $91.94万 | 0.51% | 3,620 | 57 | 1.6% | $1.45万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $87.04万 | 0.48% | 29,043 | -1,123 | -3.7% | -$3.37万 | 减仓 |
| SMH | VANECK ETF TRUST | $79.23万 | 0.44% | 1,208 | -21 | -1.7% | -$1.38万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $77.98万 | 0.43% | 27,639 | -1,015 | -3.5% | -$2.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $72.79万 | 0.41% | 3,638 | 589 | 19.3% | $11.79万 | 加仓 |
| GOOG | ALPHABET INC | $67.66万 | 0.38% | 1,915 | 121 | 6.7% | $4.28万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $66.43万 | 0.37% | 12,232 | -3,435 | -21.9% | -$18.66万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $65.46万 | 0.36% | 16,968 | -577 | -3.3% | -$2.23万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $65.05万 | 0.36% | 12,226 | -471 | -3.7% | -$2.51万 | 减仓 |
| QYLD | GLOBAL X FDS | $63.65万 | 0.35% | 34,535 | 17,830 | 106.7% | $32.86万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $63.04万 | 0.35% | 24,260 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $62.62万 | 0.35% | 2,066 | -77 | -3.6% | -$2.33万 | 减仓 |
| AOR | ISHARES TR | $62.22万 | 0.35% | 8,953 | -978 | -9.8% | -$6.80万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $61.39万 | 0.34% | 607 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $59.43万 | 0.33% | 15,377 | -27 | -0.2% | -$1,044 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $56.48万 | 0.31% | 12,828 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $56.44万 | 0.31% | 530 | 12 | 2.3% | $1.28万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $51.12万 | 0.28% | 12,728 | -94 | -0.7% | -$3,775 | 减仓 |
| MOAT | VANECK ETF TRUST | $50.14万 | 0.28% | 4,823 | -68 | -1.4% | -$7,069 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $49.66万 | 0.28% | 1,517 | 163 | 12.0% | $5.34万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $46.23万 | 0.26% | 20,928 | 10,122 | 93.7% | $22.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $45.85万 | 0.26% | 1,229 | 211 | 20.7% | $7.87万 | 加仓 |
| XYLD | GLOBAL X FDS | $45.32万 | 0.25% | 11,111 | 7,246 | 187.5% | $29.56万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $45.14万 | 0.25% | 9,369 | -260 | -2.7% | -$1.25万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $44.99万 | 0.25% | 11,067 | 5,920 | 115.0% | $24.06万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.32万 | 0.24% | 11,400 | 334 | 3.0% | $1.27万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $42.69万 | 0.24% | 8,051 | -802 | -9.1% | -$4.25万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.71万 | 0.23% | 10,093 | 2,750 | 37.5% | $11.37万 | 加仓 |
| AMZN | AMAZON COM INC | $40.06万 | 0.22% | 1,681 | 451 | 36.7% | $10.75万 | 加仓 |
| IEF | ISHARES TR | $37.53万 | 0.21% | 3,969 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $36.79万 | 0.20% | 7,853 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $36.73万 | 0.20% | 13,302 | -2,162 | -14.0% | -$5.97万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $36.63万 | 0.20% | 6,953 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR ETFS TRUST | $36.02万 | 0.20% | 7,607 | 7,607 | — | $36.02万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $33.69万 | 0.19% | 10,623 | 4,132 | 63.7% | $13.10万 | 加仓 |
| COWZ | PACER FDS TR | $33.25万 | 0.19% | 5,345 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $32.74万 | 0.18% | 916 | 146 | 19.0% | $5.22万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $31.86万 | 0.18% | 6,042 | 0 | 0.0% | — | 不变 |
| BFEB | INNOVATOR ETFS TRUST | $31.73万 | 0.18% | 6,028 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $31.59万 | 0.18% | 5,893 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $31.45万 | 0.18% | 5,337 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $31.37万 | 0.17% | 1,734 | 45 | 2.7% | $8,141 | 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 |
| PZA | INVESCO EXCH TRADED FD TR II | $30.47万 | 0.17% | 12,954 | 7,802 | 151.4% | $18.35万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.00万 | 0.17% | 6,755 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.35万 | 0.16% | 1,240 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $28.48万 | 0.16% | 12,469 | 5,968 | 91.8% | $13.63万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $28.25万 | 0.16% | 4,799 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $27.97万 | 0.16% | 299 | 10 | 3.5% | $9,355 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.57万 | 0.15% | 6,551 | -6 | -0.1% | -$253 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.13万 | 0.15% | 10,267 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $26.07万 | 0.15% | 10,932 | 5,338 | 95.4% | $12.73万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $26.04万 | 0.15% | 5,447 | -141 | -2.5% | -$6,741 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.57万 | 0.14% | 9,286 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $24.99万 | 0.14% | 2,892 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.86万 | 0.14% | 884 | 37 | 4.4% | $1.04万 | 加仓 |
| QCOM | QUALCOMM INC | $24.63万 | 0.14% | 1,333 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.59万 | 0.14% | 8,956 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.56万 | 0.14% | 584 | 110 | 23.2% | $4.63万 | 加仓 |
| MUNI | PIMCO ETF TR | $24.54万 | 0.14% | 4,665 | 2,154 | 85.8% | $11.33万 | 加仓 |
| WMT | WALMART INC | $24.28万 | 0.14% | 2,144 | 5 | 0.2% | $566 | 加仓 |
| KO | COCA COLA CO | $24.10万 | 0.13% | 2,965 | 91 | 3.2% | $7,396 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.00万 | 0.13% | 9,008 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $23.78万 | 0.13% | 4,246 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $23.20万 | 0.13% | 6,115 | -428 | -6.5% | -$1.62万 | 减仓 |
| TPR | TAPESTRY INC | $23.04万 | 0.13% | 1,574 | 1 | 0.1% | $146 | 加仓 |
| MTUM | ISHARES TR | $22.80万 | 0.13% | 665 | 30 | 4.7% | $1.03万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.65万 | 0.13% | 5,300 | -5,000 | -48.5% | -$21.37万 | 减仓 |
| LOW | LOWES COS INC | $22.38万 | 0.12% | 1,015 | -72 | -6.6% | -$1.59万 | 减仓 |
| ORCL | ORACLE CORP | $22.26万 | 0.12% | 1,519 | 64 | 4.4% | $9,379 | 加仓 |