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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $3.95万 | 0.02% | 410 | 190 | 86.4% | $1.83万 | 加仓 |
| GEV | GE VERNOVA INC | $3.88万 | 0.02% | 33 | 7 | 26.9% | $8,224 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.86万 | 0.02% | 975 | -8 | -0.8% | -$317 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3.62万 | 0.02% | 212 | 212 | — | $3.62万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $3.47万 | 0.02% | 95 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $3.47万 | 0.02% | 689 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $3.47万 | 0.02% | 1,359 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.47万 | 0.02% | 848 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $3.44万 | 0.02% | 855 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $3.40万 | 0.02% | 269 | 8 | 3.1% | $1,010 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.40万 | 0.02% | 107 | 9 | 9.2% | $2,858 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $3.40万 | 0.02% | 706 | 31 | 4.6% | $1,492 | 加仓 |
| BA | BOEING CO | $3.36万 | 0.02% | 155 | 38 | 32.5% | $8,226 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $3.31万 | 0.02% | 330 | 3 | 0.9% | $301 | 加仓 |
| SOLV | SOLVENTUM CORP | $3.18万 | 0.02% | 412 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $3.10万 | 0.02% | 133 | 8 | 6.4% | $1,865 | 加仓 |
| APP | APPLOVIN CORP | $3.09万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3.08万 | 0.02% | 83 | 1 | 1.2% | $371 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.03万 | 0.02% | 525 | -9 | -1.7% | -$519 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $3.01万 | 0.02% | 644 | -499 | -43.7% | -$2.33万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.94万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $2.90万 | 0.02% | 561 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $2.89万 | 0.02% | 269 | 52 | 24.0% | $5,590 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $2.83万 | 0.02% | 531 | 0 | 0.0% | — | 不变 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $2.80万 | 0.02% | 672 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $2.77万 | 0.02% | 62 | -14 | -18.4% | -$6,245 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $2.70万 | 0.02% | 517 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $2.65万 | 0.01% | 51 | 10 | 24.4% | $5,189 | 加仓 |
| PGR | PROGRESSIVE CORP | $2.64万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $2.64万 | 0.01% | 1,006 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.58万 | 0.01% | 78 | 9 | 13.0% | $2,974 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $2.54万 | 0.01% | 573 | -15 | -2.6% | -$664 | 减仓 |
| ABNB | AIRBNB INC | $2.49万 | 0.01% | 174 | 5 | 3.0% | $715 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2.48万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $2.45万 | 0.01% | 72 | 13 | 22.0% | $4,430 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.39万 | 0.01% | 259 | 31 | 13.6% | $2,855 | 加仓 |
| PFE | PFIZER INC | $2.37万 | 0.01% | 983 | 106 | 12.1% | $2,553 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2.36万 | 0.01% | 46 | 33 | 253.8% | $1.69万 | 加仓 |
| SBUX | STARBUCKS CORP | $2.31万 | 0.01% | 226 | 63 | 38.7% | $6,438 | 加仓 |
| — | EA SERIES TRUST | $2.28万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.24万 | 0.01% | 45 | 8 | 21.6% | $3,974 | 加仓 |
| TMF | DIREXION SHARES ETF TRUST | $2.18万 | 0.01% | 613 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $2.15万 | 0.01% | 424 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $2.13万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.12万 | 0.01% | 425 | -102 | -19.4% | -$5,086 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2.09万 | 0.01% | 54 | 15 | 38.5% | $5,801 | 加仓 |
| EME | EMCOR GROUP INC | $2.07万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2.07万 | 0.01% | 76 | 12 | 18.8% | $3,264 | 加仓 |
| ROST | ROSS STORES INC | $2.06万 | 0.01% | 97 | 3 | 3.2% | $639 | 加仓 |
| AMGN | AMGEN INC | $2.06万 | 0.01% | 57 | 5 | 9.6% | $1,811 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $2.06万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.90万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $1.83万 | 0.01% | 222 | -902 | -80.2% | -$7.45万 | 重新持有 |
| AIQ | GLOBAL X FDS | $1.82万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.80万 | 0.01% | 86 | 45 | 109.8% | $9,407 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.79万 | 0.01% | 206 | 41 | 24.8% | $3,569 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $1.79万 | 0.01% | 611 | -352 | -36.6% | -$1.03万 | 减仓 |
| ETN | EATON CORP PLC | $1.75万 | 0.01% | 41 | 6 | 17.1% | $2,557 | 加仓 |
| PLD | PROLOGIS INC. | $1.73万 | 0.01% | 128 | 26 | 25.5% | $3,522 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.71万 | 0.01% | 117 | 43 | 58.1% | $6,283 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $1.70万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.66万 | 0.01% | 17 | 5 | 41.7% | $4,891 | 加仓 |
| AFL | AFLAC INC | $1.63万 | 0.01% | 139 | 29 | 26.4% | $3,400 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.61万 | 0.01% | 43 | -3 | -6.5% | -$1,126 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $1.61万 | 0.01% | 78 | 7 | 9.9% | $1,442 | 加仓 |
| — | ELECTRONIC ARTS INC | $1.58万 | 0.01% | 77 | 28 | 57.1% | $5,741 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.57万 | 0.01% | 569 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1.55万 | 0.01% | 1,249 | -414 | -24.9% | -$5,142 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $1.54万 | 0.01% | 769 | -1,943 | -71.6% | -$3.90万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $1.53万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.53万 | 0.01% | 113 | 3 | 2.7% | $406 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.48万 | 0.01% | 55 | 16 | 41.0% | $4,302 | 加仓 |
| NDAQ | NASDAQ INC | $1.47万 | 0.01% | 187 | 34 | 22.2% | $2,680 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1.45万 | 0.01% | 100 | 10 | 11.1% | $1,446 | 加仓 |
| USAR | USA RARE EARTH INC | $1.43万 | 0.01% | 663 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1.40万 | 0.01% | 153 | 36 | 30.8% | $3,304 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.40万 | 0.01% | 102 | 57 | 126.7% | $7,798 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.38万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $1.37万 | 0.01% | 151 | 94 | 164.9% | $8,514 | 加仓 |
| ARTY | ISHARES TR | $1.36万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.36万 | 0.01% | 257 | 86 | 50.3% | $4,562 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.36万 | 0.01% | 155 | -40 | -20.5% | -$3,511 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.35万 | 0.01% | 508 | 343 | 207.9% | $9,144 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.35万 | 0.01% | 114 | 28 | 32.6% | $3,313 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1.27万 | 0.01% | 202 | 56 | 38.4% | $3,522 | 加仓 |
| DE | DEERE & CO | $1.27万 | 0.01% | 20 | 9 | 81.8% | $5,709 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1.27万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.26万 | 0.01% | 63 | -28 | -30.8% | -$5,617 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1.26万 | 0.01% | 395 | 127 | 47.4% | $4,060 | 加仓 |
| VLO | VALERO ENERGY CORP | $1.22万 | 0.01% | 47 | 19 | 67.9% | $4,948 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1.21万 | 0.01% | 51 | 21 | 70.0% | $4,989 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1.21万 | 0.01% | 91 | 33 | 56.9% | $4,384 | 加仓 |
| WSO | WATSCO INC | $1.21万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.21万 | 0.01% | 54 | 16 | 42.1% | $3,578 | 加仓 |
| XYZ | BLOCK INC | $1.19万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1.18万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1.18万 | 0.01% | 52 | 24 | 85.7% | $5,447 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.18万 | 0.01% | 72 | 14 | 24.1% | $2,290 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1.17万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1.16万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |