13F 机构持仓

IMG Wealth Management, Inc.

JACKSONVILLE FL · SEC CIK 0002032103

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.3%
CGDV 7.7%
BUFQ 6.5%
BUFD 5.2%
FTLS 4.2%
RDVY 3.9%
QQQM 3.8%
VTV 3.7%
FGD 3.5%
SDVY 3.5%

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
EOG EOG RES INC $5,1890.00%40 617.6% $778 加仓
NDSN NORDSON CORP $5,1290.00%17 16.2% $302 重新持有
CTAS CINTAS CORP $5,1020.00%30 -15-33.3% -$2,551 减仓
SYY SYSCO CORP $5,0980.00%61 00.0% — 不变
PHM PULTE GROUP INC $4,9400.00%36 1144.0% $1,509 加仓
SPMD SPDR SERIES TRUST $4,9320.00%73 00.0% — 不变
PCG PG&E CORP $4,9280.00%293 41.4% $67 加仓
WAB WABTEC $4,8530.00%18 00.0% — 不变
PAYX PAYCHEX INC $4,7200.00%48 25108.7% $2,458 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $4,6740.00%59 918.0% $713 加仓
UUP INVESCO DB US DLR INDEX TR $4,6690.00%164 00.0% — 不变
CMS CMS ENERGY CORP $4,6670.00%61 -5-7.6% -$383 减仓
XLU SELECT SECTOR SPDR TR $4,5880.00%101 00.0% — 不变
IYR ISHARES TR $4,5210.00%44 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $4,4220.00%46 31206.7% $2,980 加仓
EL LAUDER ESTEE COS INC $4,3420.00%55 45450.0% $3,553 加仓
MRNA MODERNA INC $4,2720.00%61 36144.0% $2,521 加仓
BDX BECTON DICKINSON & CO $4,2370.00%28 -9-24.3% -$1,362 减仓
HAL HALLIBURTON CO $4,0060.00%118 103686.7% $3,497 加仓
FIX COMFORT SYS USA INC $3,9640.00%2 2— $3,964 新建仓
HOOD ROBINHOOD MKTS INC $3,9110.00%39 38.3% $301 加仓
WDAY WORKDAY INC $3,7950.00%31 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $3,7020.00%43 00.0% — 不变
REG REGENCY CTRS CORP $3,5880.00%45 1760.7% $1,355 加仓
STT STATE STR CORP $3,5620.00%21 316.7% $509 加仓
SGOV ISHARES TR $3,5220.00%35 00.0% — 不变
KHC KRAFT HEINZ CO $3,4960.00%148 3328.7% $780 重新持有
SIVR ABRDN SILVER ETF TRUST $3,4860.00%62 00.0% — 不变
PPL PPL CORP $3,4170.00%94 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $3,3550.00%154 00.0% — 不变
TROW PRICE T ROWE GROUP INC $3,2970.00%29 -43-59.7% -$4,889 重新持有
SCZ ISHARES TR $3,2910.00%40 411.1% $329 加仓
PPG PPG INDS INC $3,2750.00%27 1280.0% $1,456 加仓
UAL UNITED AIRLS HLDGS INC $3,2640.00%24 00.0% — 不变
BHP BHP BILLITON LIMITED $3,2490.00%39 00.0% — 不变
FIXD FIRST TR EXCHNG TRADED FD VI $3,1840.00%73 -70-49.0% -$3,053 减仓
MRSH MARSH & MCLENNAN COS INC $3,1670.00%19 -15-44.1% -$2,500 减仓
EQIX EQUINIX INC $3,1270.00%3 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $3,1180.00%5 266.7% $1,247 加仓
COR CENCORA INC $3,1130.00%11 -4-26.7% -$1,132 减仓
EIX EDISON INTL $3,0520.00%41 31310.0% $2,308 加仓
DTE DTE ENERGY CO $3,0470.00%20 20— $3,047 新建仓
CI THE CIGNA GROUP $3,0320.00%11 00.0% — 不变
VLTO VERALTO CORP $3,0150.00%34 29580.0% $2,572 加仓
DGRO ISHARES TR $2,9870.00%39 00.0% — 不变
ITM VANECK ETF TRUST $2,9130.00%62 62— $2,913 新建仓
EXC EXELON CORP $2,8900.00%62 11.6% $47 加仓
PSX PHILLIPS 66 $2,8740.00%17 17— $2,874 新建仓
DLTR DOLLAR TREE INC $2,7820.00%23 12109.1% $1,451 加仓
IHI ISHARES TR $2,7560.00%56 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $2,6780.00%33 517.9% $406 加仓
DOC HEALTHPEAK PROPERTIES INC $2,6750.00%125 00.0% — 不变
JPME J P MORGAN EXCHANGE TRADED F $2,6090.00%21 00.0% — 不变
CFG CITIZENS FINL GROUP INC $2,5930.00%37 00.0% — 不变
ONEQ FIDELITY COMWLTH TR $2,5810.00%25 25— $2,581 新建仓
EBAY EBAY INC. $2,5700.00%23 23— $2,570 新建仓
ALB ALBEMARLE CORP $2,5660.00%19 15.6% $135 加仓
J JACOBS SOLUTIONS INC $2,5200.00%20 10100.0% $1,260 加仓
BC BRUNSWICK CORP $2,3590.00%28 27.7% $168 加仓
PCT PURECYCLE TECHNOLOGIES INC $2,3110.00%285 00.0% — 不变
SPYV SPDR SERIES TRUST $2,3100.00%38 38— $2,310 新建仓
CVNA CARVANA CO $2,3040.00%35 35— $2,304 新建仓
DON WISDOMTREE TR $2,2590.00%40 00.0% — 不变
ACGL ARCH CAP GROUP LTD $2,2320.00%23 421.1% $388 加仓
— SWARMER INC $2,2160.00%50 00.0% — 不变
IEI ISHARES TR $2,2000.00%19 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $2,1190.00%13 13— $2,119 新建仓
ADP AUTOMATIC DATA PROCESSING IN $2,0160.00%9 -22-71.0% -$4,928 重新持有
PSA PUBLIC STORAGE $1,9100.00%6 00.0% — 不变
FE FIRSTENERGY CORP $1,9020.00%40 -48-54.5% -$2,282 重新持有
OKE ONEOK INC NEW $1,8260.00%21 750.0% $609 加仓
CRH CRH PLC $1,8190.00%17 10142.9% $1,070 重新持有
SCHF SCHWAB STRATEGIC TR $1,7170.00%62 -747-92.3% -$2.07万 重新持有
EW EDWARDS LIFESCIENCES CORP $1,6280.00%18 -16-47.1% -$1,447 重新持有
CARR CARRIER GLOBAL CORPORATION $1,6140.00%22 -105-82.7% -$7,703 重新持有
ES EVERSOURCE ENERGY $1,5900.00%22 00.0% — 不变
CMBS ISHARES TR $1,5780.00%32 00.0% — 不变
FDX FEDEX CORP $1,5660.00%5 00.0% — 不变
NKE NIKE INC $1,5190.00%37 -65-63.7% -$2,669 减仓
VTRS VIATRIS INC $1,4770.00%93 -130-58.3% -$2,065 重新持有
VMC VULCAN MATLS CO $1,4750.00%5 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $1,4440.00%61 61— $1,444 新建仓
TGT TARGET CORP $1,4370.00%11 110.0% $131 加仓
VYM VANGUARD WHITEHALL FDS $1,4220.00%9 00.0% — 不变
IP INTERNATIONAL PAPER CO $1,4100.00%37 1894.7% $686 加仓
CNP CENTERPOINT ENERGY INC $1,4090.00%32 833.3% $352 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $1,4010.00%13 -45-77.6% -$4,850 重新持有
ELDN ELEDON PHARMACEUTICALS INC $1,3870.00%352 00.0% — 不变
STLD STEEL DYNAMICS INC $1,3770.00%6 00.0% — 不变
F FORD MTR CO $1,3480.00%97 4898.0% $667 加仓
ED CONSOLIDATED EDISON INC $1,3280.00%12 12— $1,328 新建仓
QUAL ISHARES TR $1,3170.00%6 6— $1,317 新建仓
IMTM ISHARES TR $1,2800.00%24 24— $1,280 新建仓
DES WISDOMTREE TR $1,2680.00%31 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP $1,2350.00%7 5250.0% $882 重新持有
DEO DIAGEO PLC $1,2060.00%15 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $1,1930.00%3 -48-94.1% -$1.91万 减仓
IEX IDEX CORP $1,1350.00%5 00.0% — 不变
FLEX FLEX LTD $1,1340.00%7 7— $1,134 新建仓
PCAR PACCAR INC $1,0810.00%9 9— $1,081 新建仓