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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $21.93万 | 0.12% | 643 | 0 | 0.0% | — | 不变 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $21.73万 | 0.12% | 5,246 | -2,222 | -29.8% | -$9.20万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $21.47万 | 0.12% | 5,087 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $21.24万 | 0.12% | 619 | 83 | 15.5% | $2.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $20.89万 | 0.12% | 181 | 7 | 4.0% | $8,080 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $20.78万 | 0.12% | 4,046 | 1,515 | 59.9% | $7.78万 | 加仓 |
| NFLX | NETFLIX INC. | $20.29万 | 0.11% | 2,842 | -297 | -9.5% | -$2.12万 | 减仓 |
| IVV | ISHARES TR | $20.22万 | 0.11% | 270 | 93 | 52.5% | $6.96万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $20.09万 | 0.11% | 3,979 | 2,054 | 106.7% | $10.37万 | 加仓 |
| CSCO | CISCO SYS INC | $19.57万 | 0.11% | 1,666 | 107 | 6.9% | $1.26万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $19.36万 | 0.11% | 4,366 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $18.84万 | 0.10% | 1,378 | -28 | -2.0% | -$3,828 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $18.40万 | 0.10% | 1,454 | 14 | 1.0% | $1,772 | 加仓 |
| HCA | HCA HEALTHCARE INC | $17.93万 | 0.10% | 460 | -14 | -3.0% | -$5,458 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $17.91万 | 0.10% | 431 | 82 | 23.5% | $3.41万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $17.41万 | 0.10% | 8,547 | 3,386 | 65.6% | $6.90万 | 加仓 |
| RTX | RTX CORPORATION | $17.19万 | 0.10% | 906 | -12 | -1.3% | -$2,277 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $17.16万 | 0.10% | 337 | -2 | -0.6% | -$1,019 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $17.15万 | 0.10% | 507 | 5 | 1.0% | $1,691 | 加仓 |
| ICF | ISHARES TR | $16.91万 | 0.09% | 2,501 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $16.85万 | 0.09% | 1,747 | 10 | 0.6% | $965 | 加仓 |
| HD | HOME DEPOT INC | $16.79万 | 0.09% | 476 | 54 | 12.8% | $1.90万 | 加仓 |
| KLAC | KLA CORP | $16.59万 | 0.09% | 550 | 220 | 66.7% | $6.64万 | 加仓 |
| INTC | INTEL CORP | $16.41万 | 0.09% | 1,175 | -288 | -19.7% | -$4.02万 | 减仓 |
| IEFA | ISHARES TR | $15.96万 | 0.09% | 1,652 | -621 | -27.3% | -$6.00万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $15.77万 | 0.09% | 5,364 | 3,052 | 132.0% | $8.97万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $15.65万 | 0.09% | 1,341 | 70 | 5.5% | $8,167 | 加仓 |
| COP | CONOCOPHILLIPS | $15.61万 | 0.09% | 1,502 | 7 | 0.5% | $728 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $15.00万 | 0.08% | 6,410 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.96万 | 0.08% | 299 | 41 | 15.9% | $2.05万 | 加仓 |
| T | AT&T INC | $14.81万 | 0.08% | 7,157 | -545 | -7.1% | -$1.13万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $14.77万 | 0.08% | 2,563 | -13 | -0.5% | -$749 | 减仓 |
| BAC | BANK OF AMER CORP | $14.35万 | 0.08% | 2,518 | 450 | 21.8% | $2.56万 | 加仓 |
| DX | DYNEX CAP INC | $14.28万 | 0.08% | 10,895 | 7,485 | 219.5% | $9.81万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $13.99万 | 0.08% | 2,970 | -2,970 | -50.0% | -$13.99万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $13.59万 | 0.08% | 182 | 1 | 0.6% | $747 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.42万 | 0.07% | 3,020 | -3,019 | -50.0% | -$13.41万 | 减仓 |
| AMAT | APPLIED MATLS INC | $13.23万 | 0.07% | 183 | 21 | 13.0% | $1.52万 | 加仓 |
| IUSV | ISHARES TR | $13.06万 | 0.07% | 1,186 | 48 | 4.2% | $5,287 | 加仓 |
| WM | WASTE MGMT INC DEL | $12.88万 | 0.07% | 578 | -8 | -1.4% | -$1,783 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $12.74万 | 0.07% | 3,826 | -14 | -0.4% | -$466 | 减仓 |
| OKTA | OKTA INC | $12.62万 | 0.07% | 925 | 0 | 0.0% | — | 不变 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $12.57万 | 0.07% | 4,500 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $12.57万 | 0.07% | 290 | 35 | 13.7% | $1.52万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $12.14万 | 0.07% | 1,683 | 4 | 0.2% | $289 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $11.82万 | 0.07% | 850 | -8 | -0.9% | -$1,113 | 减仓 |
| VXUS | VANGUARD STAR FDS | $11.34万 | 0.06% | 1,326 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $11.32万 | 0.06% | 201 | 110 | 120.9% | $6.20万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.22万 | 0.06% | 2,841 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $11.04万 | 0.06% | 190 | 37 | 24.2% | $2.15万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $10.66万 | 0.06% | 727 | 81 | 12.5% | $1.19万 | 加仓 |
| MUB | ISHARES TR | $10.53万 | 0.06% | 978 | 737 | 305.8% | $7.93万 | 加仓 |
| SNDK | SANDISK CORP | $10.23万 | 0.06% | 45 | -1 | -2.2% | -$2,274 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $10.15万 | 0.06% | 343 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.13万 | 0.06% | 105 | 3 | 2.9% | $2,895 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.06万 | 0.06% | 2,946 | -1,241 | -29.6% | -$4.24万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $9.74万 | 0.05% | 295 | 11 | 3.9% | $3,631 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $9.37万 | 0.05% | 184 | -6 | -3.2% | -$3,057 | 减仓 |
| YUM | YUM BRANDS INC | $9.19万 | 0.05% | 575 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.19万 | 0.05% | 2,212 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $9.06万 | 0.05% | 304 | 28 | 10.1% | $8,346 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $8.46万 | 0.05% | 1,672 | 594 | 55.1% | $3.00万 | 加仓 |
| GLW | CORNING INC | $8.15万 | 0.05% | 319 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TR EXCH TRADED FD III | $8.06万 | 0.04% | 1,663 | 1,663 | — | $8.06万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $8.05万 | 0.04% | 126 | 2 | 1.6% | $1,277 | 加仓 |
| VO | VANGUARD INDEX FDS | $7.90万 | 0.04% | 980 | -248 | -20.2% | -$2.00万 | 减仓 |
| LLY | ELI LILLY & CO | $7.20万 | 0.04% | 60 | 50 | 500.0% | $6.00万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $7.08万 | 0.04% | 1,310 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $6.91万 | 0.04% | 1,365 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $6.74万 | 0.04% | 224 | 15 | 7.2% | $4,516 | 加仓 |
| MCD | MCDONALDS CORP | $6.60万 | 0.04% | 244 | -74 | -23.3% | -$2.00万 | 减仓 |
| AVGO | BROADCOM INC | $6.42万 | 0.04% | 170 | -239 | -58.4% | -$9.03万 | 重新持有 |
| IJH | ISHARES TR | $6.42万 | 0.04% | 832 | -126 | -13.2% | -$9,716 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.30万 | 0.04% | 132 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $6.12万 | 0.03% | 369 | 37 | 11.1% | $6,133 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $6.04万 | 0.03% | 1,403 | -171 | -10.9% | -$7,363 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $5.92万 | 0.03% | 172 | 7 | 4.2% | $2,410 | 加仓 |
| — | INNOVATOR ETFS TRUST | $5.66万 | 0.03% | 1,350 | -2 | -0.1% | -$84 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $5.64万 | 0.03% | 618 | 46 | 8.0% | $4,195 | 加仓 |
| EFA | ISHARES TR | $5.57万 | 0.03% | 536 | 213 | 65.9% | $2.21万 | 加仓 |
| STIP | ISHARES TR | $5.55万 | 0.03% | 543 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $5.50万 | 0.03% | 462 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $5.37万 | 0.03% | 418 | 98 | 30.6% | $1.26万 | 加仓 |
| APH | AMPHENOL CORP | $5.20万 | 0.03% | 295 | -86 | -22.6% | -$1.52万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $5.17万 | 0.03% | 1,910 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $5.01万 | 0.03% | 869 | 0 | 0.0% | — | 不变 |
| PALC | PACER FDS TR | $4.98万 | 0.03% | 834 | 0 | 0.0% | — | 不变 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $4.84万 | 0.03% | 1,157 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $4.72万 | 0.03% | 278 | -76 | -21.5% | -$1.29万 | 减仓 |
| ADI | ANALOG DEVICES INC | $4.69万 | 0.03% | 118 | -33 | -21.9% | -$1.31万 | 减仓 |
| INTU | INTUIT | $4.65万 | 0.03% | 178 | -59 | -24.9% | -$1.54万 | 减仓 |
| ADBE | ADOBE INC | $4.51万 | 0.03% | 220 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $4.47万 | 0.02% | 295 | 30 | 11.3% | $4,545 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $4.36万 | 0.02% | 832 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $4.36万 | 0.02% | 582 | -142 | -19.6% | -$1.06万 | 减仓 |
| GE | GE AEROSPACE | $4.26万 | 0.02% | 114 | 67 | 142.6% | $2.50万 | 加仓 |
| IXC | ISHARES TR | $4.24万 | 0.02% | 862 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4.11万 | 0.02% | 294 | 50 | 20.5% | $6,998 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.03万 | 0.02% | 951 | -47 | -4.7% | -$1,990 | 减仓 |
| ABBV | ABBVIE INC | $3.98万 | 0.02% | 158 | 153 | 3,060.0% | $3.85万 | 加仓 |