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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $3.11万 | 0.02% | 153 | -27 | -15.0% | -$5,493 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3.07万 | 0.02% | 155 | 89 | 134.8% | $1.76万 | 加仓 |
| SNPS | SYNOPSYS INC | $3.01万 | 0.02% | 76 | 76 | — | $3.01万 | 新建仓 |
| SNDK | SANDISK CORP | $2.92万 | 0.02% | 46 | 46 | — | $2.92万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2.90万 | 0.02% | 855 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $2.87万 | 0.02% | 95 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.77万 | 0.02% | 244 | 162 | 197.6% | $1.84万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $2.72万 | 0.02% | 672 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $2.70万 | 0.02% | 98 | 93 | 1,860.0% | $2.56万 | 重新持有 |
| SOLV | SOLVENTUM CORP | $2.69万 | 0.02% | 412 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2.68万 | 0.02% | 82 | 41 | 100.0% | $1.34万 | 加仓 |
| IRM | IRON MTN INC DEL | $2.67万 | 0.02% | 261 | 17 | 7.0% | $1,736 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2.65万 | 0.02% | 1,006 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $2.63万 | 0.02% | 561 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR ETFS TRUST | $2.60万 | 0.02% | 531 | 0 | 0.0% | — | 不变 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $2.59万 | 0.02% | 963 | -196 | -16.9% | -$5,265 | 减仓 |
| MUB | ISHARES TR | $2.56万 | 0.02% | 241 | 107 | 79.9% | $1.14万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2.53万 | 0.02% | 6 | 3 | 100.0% | $1.26万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $2.51万 | 0.02% | 517 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $2.46万 | 0.02% | 877 | -2,452 | -73.7% | -$6.89万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $2.45万 | 0.02% | 588 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $2.40万 | 0.02% | 121 | 59 | 95.2% | $1.17万 | 加仓 |
| APP | APPLOVIN CORP | $2.39万 | 0.02% | 60 | 47 | 361.5% | $1.87万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.37万 | 0.02% | 84 | 62 | 281.8% | $1.75万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2.36万 | 0.02% | 737 | 537 | 268.5% | $1.72万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.35万 | 0.01% | 51 | 7 | 15.9% | $3,227 | 加仓 |
| BA | BOEING CO | $2.33万 | 0.01% | 117 | -110 | -48.5% | -$2.19万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $2.28万 | 0.01% | 125 | 112 | 861.5% | $2.04万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2.27万 | 0.01% | 242 | 64 | 36.0% | $6,015 | 加仓 |
| GEV | GE VERNOVA INC | $2.27万 | 0.01% | 26 | -34 | -56.7% | -$2.97万 | 减仓 |
| TMF | DIREXION SHARES ETF TRUST | $2.21万 | 0.01% | 613 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $2.13万 | 0.01% | 217 | -416 | -65.7% | -$4.09万 | 减仓 |
| ABNB | AIRBNB INC | $2.13万 | 0.01% | 169 | 134 | 382.9% | $1.69万 | 加仓 |
| DIS | DISNEY WALT CO | $2.12万 | 0.01% | 220 | -320 | -59.3% | -$3.08万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.10万 | 0.01% | 228 | 127 | 125.7% | $1.17万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.10万 | 0.01% | 69 | 29 | 72.5% | $8,819 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $2.09万 | 0.01% | 1,663 | 213 | 14.7% | $2,671 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2.08万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $2.04万 | 0.01% | 94 | 89 | 1,780.0% | $1.93万 | 加仓 |
| LIN | LINDE PLC | $2.03万 | 0.01% | 41 | 1 | 2.5% | $496 | 加仓 |
| SYK | STRYKER CORPORATION | $1.94万 | 0.01% | 59 | 22 | 59.5% | $7,229 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $1.94万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1.92万 | 0.01% | 59 | -8 | -11.9% | -$2,607 | 减仓 |
| CME | CME GROUP INC | $1.92万 | 0.01% | 65 | 30 | 85.7% | $8,861 | 加仓 |
| CALF | PACER FDS TR | $1.90万 | 0.01% | 424 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.85万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.85万 | 0.01% | 25 | 3 | 13.6% | $2,215 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.84万 | 0.01% | 117 | 87 | 290.0% | $1.37万 | 加仓 |
| AMGN | AMGEN INC | $1.83万 | 0.01% | 52 | -1 | -1.9% | -$352 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.81万 | 0.01% | 195 | -84 | -30.1% | -$7,802 | 减仓 |
| PEP | PEPSICO INC | $1.71万 | 0.01% | 110 | -48 | -30.4% | -$7,454 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.68万 | 0.01% | 585 | -249 | -29.9% | -$7,149 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1.66万 | 0.01% | 91 | 47 | 106.8% | $8,574 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.65万 | 0.01% | 37 | -31 | -45.6% | -$1.38万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $1.62万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1.55万 | 0.01% | 64 | -10 | -13.5% | -$2,426 | 减仓 |
| HACK | AMPLIFY ETF TR | $1.52万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.52万 | 0.01% | 569 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.46万 | 0.01% | 163 | -33 | -16.8% | -$2,956 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $1.46万 | 0.01% | 1,570 | 162 | 11.5% | $1,503 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.45万 | 0.01% | 34 | 5 | 17.2% | $2,127 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1.42万 | 0.01% | 167 | -47 | -22.0% | -$4,006 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $1.39万 | 0.01% | 71 | 64 | 914.3% | $1.25万 | 重新持有 |
| PLD | PROLOGIS INC. | $1.35万 | 0.01% | 102 | 26 | 34.2% | $3,437 | 加仓 |
| — | EA SERIES TRUST | $1.35万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.33万 | 0.01% | 47 | -123 | -72.4% | -$3.49万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1.31万 | 0.01% | 80 | 1 | 1.3% | $164 | 加仓 |
| NDAQ | NASDAQ INC | $1.30万 | 0.01% | 153 | 153 | — | $1.30万 | 新建仓 |
| MCK | MCKESSON CORP | $1.30万 | 0.01% | 15 | 6 | 66.7% | $5,192 | 加仓 |
| AIQ | GLOBAL X FDS | $1.29万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.28万 | 0.01% | 46 | 39 | 557.1% | $1.08万 | 加仓 |
| SYM | SYMBOTIC INC | $1.27万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $1.27万 | 0.01% | 56 | -9 | -13.8% | -$2,034 | 减仓 |
| ETN | EATON CORP PLC | $1.25万 | 0.01% | 35 | -32 | -47.8% | -$1.14万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $1.21万 | 0.01% | 161 | 78 | 94.0% | $5,869 | 加仓 |
| AFL | AFLAC INC | $1.21万 | 0.01% | 110 | 52 | 89.7% | $5,705 | 加仓 |
| MDXG | MIMEDX GROUP INC | $1.15万 | 0.01% | 2,916 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.14万 | 0.01% | 39 | 31 | 387.5% | $9,075 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.11万 | 0.01% | 165 | 165 | — | $1.11万 | 新建仓 |
| KKR | KKR & CO INC | $1.08万 | 0.01% | 117 | 114 | 3,800.0% | $1.05万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.08万 | 0.01% | 152 | 137 | 913.3% | $9,751 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.07万 | 0.01% | 12 | 3 | 33.3% | $2,686 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $1.07万 | 0.01% | 90 | -12 | -11.8% | -$1,424 | 减仓 |
| — | MICROVAST HOLDINGS INC | $1.06万 | 0.01% | 7,055 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1.05万 | 0.01% | 29 | -23 | -44.2% | -$8,367 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1.05万 | 0.01% | 171 | 1 | 0.6% | $61 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1.04万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.03万 | 0.01% | 74 | -151 | -67.1% | -$2.10万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.01万 | 0.01% | 36 | 30 | 500.0% | $8,432 | 重新持有 |
| USAR | USA RARE EARTH INC | $1.00万 | 0.01% | 663 | 500 | 306.7% | $7,568 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.00万 | 0.01% | 58 | -81 | -58.3% | -$1.40万 | 减仓 |
| — | ELECTRONIC ARTS INC | $9,990 | 0.01% | 49 | 23 | 88.5% | $4,689 | 加仓 |
| BP | BP PLC | $9,964 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $9,871 | 0.01% | 47 | 6 | 14.6% | $1,260 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $9,806 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $9,690 | 0.01% | 74 | -65 | -46.8% | -$8,511 | 减仓 |
| EEM | ISHARES TR | $9,596 | 0.01% | 169 | 38 | 29.0% | $2,158 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $9,582 | 0.01% | 86 | 63 | 273.9% | $7,019 | 加仓 |
| GLD | SPDR GOLD TR | $9,466 | 0.01% | 22 | 22 | — | $9,466 | 新建仓 |
| XYZ | BLOCK INC | $9,448 | 0.01% | 157 | 36 | 29.8% | $2,166 | 加仓 |