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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $9,408 | 0.01% | 119 | -120 | -50.2% | -$9,487 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $9,267 | 0.01% | 27 | -22 | -44.9% | -$7,551 | 减仓 |
| IGV | ISHARES TR | $9,221 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $9,198 | 0.01% | 10 | -73 | -88.0% | -$6.71万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $9,108 | 0.01% | 400 | -143 | -26.3% | -$3,256 | 减仓 |
| DHR | DANAHER CORP DEL | $9,101 | 0.01% | 48 | -46 | -48.9% | -$8,722 | 减仓 |
| SRE | SEMPRA | $9,037 | 0.01% | 93 | -35 | -27.3% | -$3,401 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $9,005 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $8,988 | 0.01% | 39 | 20 | 105.3% | $4,609 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $8,986 | 0.01% | 268 | 121 | 82.3% | $4,057 | 加仓 |
| SHY | ISHARES TR | $8,947 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $8,837 | 0.01% | 121 | 107 | 764.3% | $7,815 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $8,715 | 0.01% | 30 | -12 | -28.6% | -$3,486 | 减仓 |
| CMI | CUMMINS INC | $8,608 | 0.01% | 16 | 11 | 220.0% | $5,918 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $8,582 | 0.01% | 146 | -104 | -41.6% | -$6,113 | 减仓 |
| IYC | ISHARES TR | $8,537 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $8,360 | 0.01% | 39 | -1 | -2.5% | -$214 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $8,346 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $8,329 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $8,285 | 0.01% | 125 | 92 | 278.8% | $6,098 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $8,271 | 0.01% | 33 | 31 | 1,550.0% | $7,770 | 加仓 |
| GM | GENERAL MTRS CO | $8,270 | 0.01% | 111 | -61 | -35.5% | -$4,545 | 减仓 |
| BRO | BROWN & BROWN INC | $8,151 | 0.01% | 125 | 125 | — | $8,151 | 新建仓 |
| USB | US BANCORP | $8,114 | 0.01% | 156 | -390 | -71.4% | -$2.03万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $8,109 | 0.01% | 45 | -9 | -16.7% | -$1,622 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8,014 | 0.01% | 323 | -224 | -41.0% | -$5,558 | 减仓 |
| — | HOLOGIC INC | $8,013 | 0.01% | 106 | 91 | 606.7% | $6,879 | 重新持有 |
| — | PROSHARES TR | $7,818 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $7,814 | 0.00% | 32 | -70 | -68.6% | -$1.71万 | 减仓 |
| CTAS | CINTAS CORP | $7,611 | 0.00% | 45 | -45 | -50.0% | -$7,611 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $7,548 | 0.00% | 29 | 19 | 190.0% | $4,945 | 加仓 |
| DASH | DOORDASH INC | $7,508 | 0.00% | 50 | 50 | — | $7,508 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $7,491 | 0.00% | 36 | -125 | -77.6% | -$2.60万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $7,328 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $7,307 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $7,120 | 0.00% | 36 | 18 | 100.0% | $3,560 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $7,088 | 0.00% | 38 | -27 | -41.5% | -$5,036 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $6,993 | 0.00% | 33 | 21 | 175.0% | $4,450 | 加仓 |
| BIL | SPDR SERIES TRUST | $6,957 | 0.00% | 76 | 1 | 1.3% | $92 | 加仓 |
| D | DOMINION ENERGY INC | $6,924 | 0.00% | 112 | -18 | -13.8% | -$1,113 | 减仓 |
| VLO | VALERO ENERGY CORP | $6,918 | 0.00% | 28 | 11 | 64.7% | $2,718 | 加仓 |
| ALL | ALLSTATE CORP | $6,842 | 0.00% | 33 | 9 | 37.5% | $1,866 | 加仓 |
| NEM | NEWMONT CORP | $6,820 | 0.00% | 63 | -1 | -1.6% | -$108 | 减仓 |
| MS | MORGAN STANLEY | $6,747 | 0.00% | 41 | -65 | -61.3% | -$1.07万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $6,668 | 0.00% | 16 | -21 | -56.8% | -$8,752 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $6,611 | 0.00% | 58 | 36 | 163.6% | $4,103 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6,496 | 0.00% | 13 | -86 | -86.9% | -$4.30万 | 减仓 |
| MAGS | LISTED FDS TR | $6,489 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $6,339 | 0.00% | 30 | 26 | 650.0% | $5,494 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $6,242 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $6,196 | 0.00% | 11 | -22 | -66.7% | -$1.24万 | 减仓 |
| ECL | ECOLAB INC | $6,118 | 0.00% | 23 | 6 | 35.3% | $1,596 | 加仓 |
| EMR | EMERSON ELEC CO | $6,027 | 0.00% | 46 | -58 | -55.8% | -$7,599 | 减仓 |
| MTB | M & T BK CORP | $5,995 | 0.00% | 29 | -13 | -31.0% | -$2,687 | 减仓 |
| KEY | KEYCORP | $5,975 | 0.00% | 298 | 106 | 55.2% | $2,125 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,899 | 0.00% | 45 | -28 | -38.4% | -$3,670 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5,897 | 0.00% | 34 | -40 | -54.1% | -$6,938 | 减仓 |
| SO | SOUTHERN CO | $5,888 | 0.00% | 61 | -361 | -85.5% | -$3.48万 | 减仓 |
| ETR | ENTERGY CORP NEW | $5,843 | 0.00% | 52 | -163 | -75.8% | -$1.83万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $5,818 | 0.00% | 37 | -3 | -7.5% | -$472 | 减仓 |
| ABT | ABBOTT LABORATORIES | $5,806 | 0.00% | 57 | -251 | -81.5% | -$2.56万 | 减仓 |
| BLK | BLACKROCK INC | $5,770 | 0.00% | 6 | -10 | -62.5% | -$9,617 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $5,694 | 0.00% | 200 | 200 | — | $5,694 | 新建仓 |
| RONB | BARON ETF TR | $5,672 | 0.00% | 248 | 248 | — | $5,672 | 新建仓 |
| KR | KROGER CO | $5,572 | 0.00% | 77 | 35 | 83.3% | $2,533 | 加仓 |
| WELL | WELLTOWER INC | $5,536 | 0.00% | 28 | -4 | -12.5% | -$791 | 减仓 |
| IBB | ISHARES TR | $5,503 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $5,459 | 0.00% | 209 | -132 | -38.7% | -$3,448 | 减仓 |
| CCI | CROWN CASTLE INC | $5,448 | 0.00% | 67 | -96 | -58.9% | -$7,806 | 减仓 |
| NUE | NUCOR CORP | $5,411 | 0.00% | 32 | 32 | — | $5,411 | 新建仓 |
| NKE | NIKE INC | $5,388 | 0.00% | 102 | -95 | -48.2% | -$5,018 | 减仓 |
| WAT | WATERS CORP | $5,360 | 0.00% | 18 | 18 | — | $5,360 | 新建仓 |
| NI | NISOURCE INC | $5,273 | 0.00% | 113 | 30 | 36.1% | $1,400 | 加仓 |
| CVS | CVS HEALTH CORP | $5,243 | 0.00% | 73 | 34 | 87.2% | $2,442 | 加仓 |
| CMS | CMS ENERGY CORP | $5,120 | 0.00% | 66 | 24 | 57.1% | $1,862 | 加仓 |
| PCG | PG&E CORP | $5,078 | 0.00% | 289 | 68 | 30.8% | $1,195 | 加仓 |
| CNC | CENTENE CORP DEL | $5,042 | 0.00% | 154 | -18 | -10.5% | -$589 | 减仓 |
| PWR | QUANTA SVCS INC | $4,941 | 0.00% | 9 | 1 | 12.5% | $549 | 加仓 |
| IHE | ISHARES TR | $4,918 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $4,915 | 0.00% | 34 | 3 | 9.7% | $434 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $4,885 | 0.00% | 25 | -5 | -16.7% | -$977 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $4,791 | 0.00% | 81 | 37 | 84.1% | $2,188 | 加仓 |
| COR | CENCORA INC | $4,712 | 0.00% | 15 | -7 | -31.8% | -$2,199 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $4,618 | 0.00% | 241 | 134 | 125.2% | $2,568 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $4,615 | 0.00% | 101 | 1 | 1.0% | $46 | 加仓 |
| UUP | INVESCO DB US DLR INDEX TR | $4,565 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4,531 | 0.00% | 165 | -168 | -50.5% | -$4,613 | 减仓 |
| WAB | WABTEC | $4,498 | 0.00% | 18 | 18 | — | $4,498 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $4,496 | 0.00% | 78 | -64 | -45.1% | -$3,689 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $4,440 | 0.00% | 62 | 18 | 40.9% | $1,289 | 加仓 |
| CSX | CSX CORP | $4,433 | 0.00% | 108 | 31 | 40.3% | $1,272 | 加仓 |
| SYY | SYSCO CORP | $4,351 | 0.00% | 61 | -84 | -57.9% | -$5,992 | 减仓 |
| SPMD | SPDR SERIES TRUST | $4,323 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $4,295 | 0.00% | 11 | -38 | -77.6% | -$1.48万 | 减仓 |
| NRG | NRG ENERGY INC | $4,238 | 0.00% | 29 | 25 | 625.0% | $3,653 | 加仓 |
| IYR | ISHARES TR | $4,160 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $4,028 | 0.00% | 31 | -20 | -39.2% | -$2,599 | 减仓 |
| BX | BLACKSTONE INC | $4,025 | 0.00% | 35 | -1 | -2.8% | -$115 | 减仓 |
| ASML | ASML HLDG NV | $3,962 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $3,960 | 0.00% | 67 | 58 | 644.4% | $3,428 | 加仓 |