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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $19.91万 | 0.13% | 6,491 | 6,491 | — | $19.91万 | 新建仓 |
| COP | CONOCOPHILLIPS | $19.73万 | 0.13% | 1,495 | -68 | -4.4% | -$8,976 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $18.86万 | 0.12% | 1,440 | -199 | -12.1% | -$2.61万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $18.59万 | 0.12% | 1,271 | -284 | -18.3% | -$4.15万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $17.84万 | 0.11% | 4,366 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $17.71万 | 0.11% | 918 | 668 | 267.2% | $12.89万 | 加仓 |
| TSLA | TESLA INC | $17.62万 | 0.11% | 474 | -276 | -36.8% | -$10.26万 | 减仓 |
| QCOM | QUALCOMM INC | $17.17万 | 0.11% | 1,333 | -784 | -37.0% | -$10.10万 | 减仓 |
| V | VISA INC | $16.20万 | 0.10% | 536 | -249 | -31.7% | -$7.53万 | 减仓 |
| USMV | ISHARES TR | $16.11万 | 0.10% | 1,737 | -1,737 | -50.0% | -$16.11万 | 减仓 |
| ICF | ISHARES TR | $15.48万 | 0.10% | 2,501 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $15.24万 | 0.10% | 635 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $15.18万 | 0.10% | 502 | -39 | -7.2% | -$1.18万 | 减仓 |
| XYLD | GLOBAL X FDS | $15.12万 | 0.10% | 3,865 | 939 | 32.1% | $3.67万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $14.75万 | 0.09% | 3,840 | 0 | 0.0% | — | 不变 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $14.35万 | 0.09% | 6,410 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $14.20万 | 0.09% | 6,501 | 212 | 3.4% | $4,630 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.02万 | 0.09% | 4,187 | -231 | -5.2% | -$7,734 | 减仓 |
| HD | HOME DEPOT INC | $13.88万 | 0.09% | 422 | -58 | -12.1% | -$1.91万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $13.52万 | 0.09% | 2,576 | 52 | 2.1% | $2,729 | 加仓 |
| WM | WASTE MGMT INC DEL | $13.47万 | 0.09% | 586 | 15 | 2.6% | $3,447 | 加仓 |
| MUNI | PIMCO ETF TR | $13.10万 | 0.08% | 2,511 | 1,216 | 93.9% | $6.35万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $12.87万 | 0.08% | 858 | -2 | -0.2% | -$300 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $12.84万 | 0.08% | 5,594 | 763 | 15.8% | $1.75万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $12.82万 | 0.08% | 2,531 | 1,241 | 96.2% | $6.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.36万 | 0.08% | 258 | -43 | -14.3% | -$2.06万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $12.31万 | 0.08% | 343 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $12.10万 | 0.08% | 1,559 | 266 | 20.6% | $2.06万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $12.08万 | 0.08% | 1,679 | 7 | 0.4% | $504 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $11.84万 | 0.08% | 5,152 | 2,496 | 94.0% | $5.74万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $11.82万 | 0.08% | 4,500 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.77万 | 0.08% | 181 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $11.64万 | 0.07% | 1,138 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $11.56万 | 0.07% | 177 | -450 | -71.8% | -$29.39万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $11.48万 | 0.07% | 190 | -9 | -4.5% | -$5,440 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.59万 | 0.07% | 2,841 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $10.53万 | 0.07% | 5,161 | 453 | 9.6% | $9,246 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $10.31万 | 0.07% | 643 | 91 | 16.5% | $1.46万 | 加仓 |
| INTU | INTUIT | $10.25万 | 0.07% | 237 | 21 | 9.7% | $9,080 | 加仓 |
| VXUS | VANGUARD STAR FDS | $10.22万 | 0.07% | 1,326 | 1,326 | — | $10.22万 | 新建仓 |
| BAC | BANK AMERICA CORP | $10.08万 | 0.06% | 2,068 | -3,083 | -59.9% | -$15.03万 | 减仓 |
| MCD | MCDONALDS CORP | $9.88万 | 0.06% | 318 | 15 | 5.0% | $4,662 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $9.44万 | 0.06% | 349 | -137 | -28.2% | -$3.71万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $9.38万 | 0.06% | 1,925 | -79 | -3.9% | -$3,848 | 减仓 |
| PG | PROCTER & GAMBLE CO | $9.33万 | 0.06% | 646 | -192 | -22.9% | -$2.77万 | 减仓 |
| YUM | YUM BRANDS INC | $8.94万 | 0.06% | 575 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $8.82万 | 0.06% | 307 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.54万 | 0.05% | 2,212 | -825 | -27.2% | -$3.19万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $8.28万 | 0.05% | 284 | 8 | 2.9% | $2,333 | 加仓 |
| OKTA | OKTA INC | $7.28万 | 0.05% | 925 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $6.91万 | 0.04% | 1,365 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $6.87万 | 0.04% | 332 | -29 | -8.0% | -$6,000 | 减仓 |
| IJH | ISHARES TR | $6.47万 | 0.04% | 958 | -750 | -43.9% | -$5.06万 | 减仓 |
| INTC | INTEL CORP | $6.46万 | 0.04% | 1,463 | 815 | 125.8% | $3.60万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $6.31万 | 0.04% | 1,574 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $6.23万 | 0.04% | 1,310 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $5.91万 | 0.04% | 2,312 | 404 | 21.2% | $1.03万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5.88万 | 0.04% | 174 | -10 | -5.4% | -$3,378 | 减仓 |
| STIP | ISHARES TR | $5.62万 | 0.04% | 543 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $5.54万 | 0.04% | 162 | 31 | 23.7% | $1.06万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $5.48万 | 0.03% | 1,910 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $5.45万 | 0.03% | 255 | -135 | -34.6% | -$2.88万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $5.44万 | 0.03% | 2,712 | 1,331 | 96.4% | $2.67万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $5.38万 | 0.03% | 1,078 | 526 | 95.3% | $2.62万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5.36万 | 0.03% | 276 | 159 | 135.9% | $3.09万 | 加仓 |
| ADBE | ADOBE INC | $5.35万 | 0.03% | 220 | -22 | -9.1% | -$5,348 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.29万 | 0.03% | 1,352 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $5.29万 | 0.03% | 724 | 1 | 0.1% | $73 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $5.29万 | 0.03% | 165 | -40 | -19.5% | -$1.28万 | 减仓 |
| META | META PLATFORMS INC | $5.21万 | 0.03% | 91 | -144 | -61.3% | -$8.24万 | 减仓 |
| IWM | ISHARES TR | $5.19万 | 0.03% | 209 | 18 | 9.4% | $4,472 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $5.13万 | 0.03% | 1,143 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $5.01万 | 0.03% | 998 | -337 | -25.2% | -$1.69万 | 减仓 |
| IXC | ISHARES TR | $4.97万 | 0.03% | 862 | -174 | -16.8% | -$1.00万 | 减仓 |
| KLAC | KLA CORP | $4.86万 | 0.03% | 33 | 14 | 73.7% | $2.06万 | 加仓 |
| APH | AMPHENOL CORP | $4.81万 | 0.03% | 381 | 165 | 76.4% | $2.08万 | 加仓 |
| ADI | ANALOG DEVICES INC | $4.80万 | 0.03% | 151 | 60 | 65.9% | $1.91万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $4.51万 | 0.03% | 1,157 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $4.46万 | 0.03% | 462 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.46万 | 0.03% | 132 | -93 | -41.3% | -$3.14万 | 减仓 |
| DX | DYNEX CAP INC | $4.35万 | 0.03% | 3,410 | 1,222 | 55.9% | $1.56万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4.35万 | 0.03% | 354 | 213 | 151.1% | $2.62万 | 加仓 |
| GLW | CORNING INC | $4.34万 | 0.03% | 319 | 319 | — | $4.34万 | 新建仓 |
| PALC | PACER FDS TR | $4.32万 | 0.03% | 834 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $4.23万 | 0.03% | 265 | 91 | 52.3% | $1.45万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $4.20万 | 0.03% | 869 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.00万 | 0.03% | 102 | 34 | 50.0% | $1.33万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $3.93万 | 0.03% | 832 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $3.84万 | 0.02% | 320 | -42 | -11.6% | -$5,045 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3.72万 | 0.02% | 527 | 427 | 427.0% | $3.01万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3.70万 | 0.02% | 572 | 540 | 1,687.5% | $3.49万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.68万 | 0.02% | 983 | -168 | -14.6% | -$6,283 | 减仓 |
| SPAB | SPDR SERIES TRUST | $3.48万 | 0.02% | 1,359 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.37万 | 0.02% | 848 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $3.35万 | 0.02% | 124 | 111 | 853.8% | $3.00万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $3.28万 | 0.02% | 327 | 3 | 0.9% | $301 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.24万 | 0.02% | 534 | 94 | 21.4% | $5,701 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $3.15万 | 0.02% | 675 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $3.15万 | 0.02% | 689 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $3.14万 | 0.02% | 323 | 75 | 30.2% | $7,285 | 加仓 |