13F 机构持仓

IMG Wealth Management, Inc.

JACKSONVILLE FL · SEC CIK 0002032103

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.80亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BUFR 10.6%
CGDV 7.4%
BUFQ 6.5%
BUFD 5.4%
FTLS 4.3%
FGD 3.9%
RDVY 3.6%
VTV 3.6%
SDVY 3.5%
QQQM 3.2%

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 $9,4080.01%119 -120-50.2% -$9,487 减仓
GD GENERAL DYNAMICS CORP $9,2670.01%27 -22-44.9% -$7,551 减仓
IGV ISHARES TR $9,2210.01%115 00.0% — 不变
LLY ELI LILLY & CO $9,1980.01%10 -73-88.0% -$6.71万 减仓
SMCI SUPER MICRO COMPUTER INC $9,1080.01%400 -143-26.3% -$3,256 减仓
DHR DANAHER CORP DEL $9,1010.01%48 -46-48.9% -$8,722 减仓
SRE SEMPRA $9,0370.01%93 -35-27.3% -$3,401 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $9,0050.01%201 00.0% — 不变
HWM HOWMET AEROSPACE INC $8,9880.01%39 20105.3% $4,609 加仓
KMI KINDER MORGAN INC DEL $8,9860.01%268 12182.3% $4,057 加仓
SHY ISHARES TR $8,9470.01%108 00.0% — 不变
UNM UNUM GROUP $8,8370.01%121 107764.3% $7,815 重新持有
APD AIR PRODUCTS AND CHEMICALS I $8,7150.01%30 -12-28.6% -$3,486 减仓
CMI CUMMINS INC $8,6080.01%16 11220.0% $5,918 加仓
FCX FREEPORT MCMORAN INC $8,5820.01%146 -104-41.6% -$6,113 减仓
IYC ISHARES TR $8,5370.01%88 00.0% — 不变
AME AMETEK INC $8,3600.01%39 -1-2.5% -$214 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $8,3460.01%111 00.0% — 不变
ARTY ISHARES TR $8,3290.01%179 00.0% — 不变
WRB BERKLEY W R CORP $8,2850.01%125 92278.8% $6,098 加仓
WST WEST PHARMACEUTICAL SVSC INC $8,2710.01%33 311,550.0% $7,770 加仓
GM GENERAL MTRS CO $8,2700.01%111 -61-35.5% -$4,545 减仓
BRO BROWN & BROWN INC $8,1510.01%125 125— $8,151 新建仓
USB US BANCORP $8,1140.01%156 -390-71.4% -$2.03万 减仓
DLR DIGITAL RLTY TR INC $8,1090.01%45 -9-16.7% -$1,622 减仓
— FIRST TR EXCHNG TRADED FD VI $8,0140.01%323 -224-41.0% -$5,558 减仓
— HOLOGIC INC $8,0130.01%106 91606.7% $6,879 重新持有
— PROSHARES TR $7,8180.00%173 00.0% — 不变
MPC MARATHON PETE CORP $7,8140.00%32 -70-68.6% -$1.71万 减仓
CTAS CINTAS CORP $7,6110.00%45 -45-50.0% -$7,611 减仓
ITW ILLINOIS TOOL WKS INC $7,5480.00%29 19190.0% $4,945 加仓
DASH DOORDASH INC $7,5080.00%50 50— $7,508 新建仓
PNC PNC FINL SVCS GROUP INC $7,4910.00%36 -125-77.6% -$2.60万 减仓
XLI SELECT SECTOR SPDR TR $7,3280.00%45 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $7,3070.00%36 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $7,1200.00%36 18100.0% $3,560 加仓
SPG SIMON PPTY GROUP INC NEW $7,0880.00%38 -27-41.5% -$5,036 减仓
JBHT HUNT J B TRANS SVCS INC $6,9930.00%33 21175.0% $4,450 加仓
BIL SPDR SERIES TRUST $6,9570.00%76 11.3% $92 加仓
D DOMINION ENERGY INC $6,9240.00%112 -18-13.8% -$1,113 减仓
VLO VALERO ENERGY CORP $6,9180.00%28 1164.7% $2,718 加仓
ALL ALLSTATE CORP $6,8420.00%33 937.5% $1,866 加仓
NEM NEWMONT CORP $6,8200.00%63 -1-1.6% -$108 减仓
MS MORGAN STANLEY $6,7470.00%41 -65-61.3% -$1.07万 减仓
TT TRANE TECHNOLOGIES PLC $6,6680.00%16 -21-56.8% -$8,752 减仓
A AGILENT TECHNOLOGIES INC $6,6110.00%58 36163.6% $4,103 加仓
MA MASTERCARD INCORPORATED $6,4960.00%13 -86-86.9% -$4.30万 减仓
MAGS LISTED FDS TR $6,4890.00%112 00.0% — 不变
CAH CARDINAL HEALTH INC $6,3390.00%30 26650.0% $5,494 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $6,2420.00%143 00.0% — 不变
DE DEERE & CO $6,1960.00%11 -22-66.7% -$1.24万 减仓
ECL ECOLAB INC $6,1180.00%23 635.3% $1,596 加仓
EMR EMERSON ELEC CO $6,0270.00%46 -58-55.8% -$7,599 减仓
MTB M & T BK CORP $5,9950.00%29 -13-31.0% -$2,687 减仓
KEY KEYCORP $5,9750.00%298 10655.2% $2,125 加仓
AEP AMERICAN ELEC PWR CO INC $5,8990.00%45 -28-38.4% -$3,670 减仓
MRSH MARSH & MCLENNAN COS INC $5,8970.00%34 -40-54.1% -$6,938 减仓
SO SOUTHERN CO $5,8880.00%61 -361-85.5% -$3.48万 减仓
ETR ENTERGY CORP NEW $5,8430.00%52 -163-75.8% -$1.83万 减仓
BDX BECTON DICKINSON & CO $5,8180.00%37 -3-7.5% -$472 减仓
ABT ABBOTT LABORATORIES $5,8060.00%57 -251-81.5% -$2.56万 减仓
BLK BLACKROCK INC $5,7700.00%6 -10-62.5% -$9,617 减仓
FLY FIREFLY AEROSPACE INC $5,6940.00%200 200— $5,694 新建仓
RONB BARON ETF TR $5,6720.00%248 248— $5,672 新建仓
KR KROGER CO $5,5720.00%77 3583.3% $2,533 加仓
WELL WELLTOWER INC $5,5360.00%28 -4-12.5% -$791 减仓
IBB ISHARES TR $5,5030.00%33 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $5,4590.00%209 -132-38.7% -$3,448 减仓
CCI CROWN CASTLE INC $5,4480.00%67 -96-58.9% -$7,806 减仓
NUE NUCOR CORP $5,4110.00%32 32— $5,411 新建仓
NKE NIKE INC $5,3880.00%102 -95-48.2% -$5,018 减仓
WAT WATERS CORP $5,3600.00%18 18— $5,360 新建仓
NI NISOURCE INC $5,2730.00%113 3036.1% $1,400 加仓
CVS CVS HEALTH CORP $5,2430.00%73 3487.2% $2,442 加仓
CMS CMS ENERGY CORP $5,1200.00%66 2457.1% $1,862 加仓
PCG PG&E CORP $5,0780.00%289 6830.8% $1,195 加仓
CNC CENTENE CORP DEL $5,0420.00%154 -18-10.5% -$589 减仓
PWR QUANTA SVCS INC $4,9410.00%9 112.5% $549 加仓
IHE ISHARES TR $4,9180.00%57 00.0% — 不变
EOG EOG RES INC $4,9150.00%34 39.7% $434 加仓
ODFL OLD DOMINION FREIGHT LINE IN $4,8850.00%25 -5-16.7% -$977 减仓
VMRK EQUITY RESIDENTIAL $4,7910.00%81 3784.1% $2,188 加仓
COR CENCORA INC $4,7120.00%15 -7-31.8% -$2,199 减仓
HST HOST HOTELS & RESORTS INC $4,6180.00%241 134125.2% $2,568 加仓
XLU SELECT SECTOR SPDR TR $4,6150.00%101 11.0% $46 加仓
UUP INVESCO DB US DLR INDEX TR $4,5650.00%164 00.0% — 不变
— WARNER BROS DISCOVERY INC $4,5310.00%165 -168-50.5% -$4,613 减仓
WAB WABTEC $4,4980.00%18 18— $4,498 新建仓
MDLZ MONDELEZ INTL INC $4,4960.00%78 -64-45.1% -$3,689 减仓
SIVR ABRDN SILVER ETF TRUST $4,4400.00%62 1840.9% $1,289 加仓
CSX CSX CORP $4,4330.00%108 3140.3% $1,272 加仓
SYY SYSCO CORP $4,3510.00%61 -84-57.9% -$5,992 减仓
SPMD SPDR SERIES TRUST $4,3230.00%73 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $4,2950.00%11 -38-77.6% -$1.48万 减仓
NRG NRG ENERGY INC $4,2380.00%29 25625.0% $3,653 加仓
IYR ISHARES TR $4,1600.00%44 00.0% — 不变
WDAY WORKDAY INC $4,0280.00%31 -20-39.2% -$2,599 减仓
BX BLACKSTONE INC $4,0250.00%35 -1-2.8% -$115 减仓
ASML ASML HLDG NV $3,9620.00%3 00.0% — 不变
BALL BALL CORP $3,9600.00%67 58644.4% $3,428 加仓