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 |
|---|---|---|---|---|---|---|---|---|
| GRID | FIRST TR EXCHANGE-TRADED FD | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $163 | 0.00% | 1 | -9 | -90.0% | -$1,467 | 减仓 |
| ZS | ZSCALER INC | $140 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $81 | 0.00% | 1 | 1 | — | $81 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $42 | 0.00% | 1 | -202 | -99.5% | -$8,484 | 减仓 |
| OGN | ORGANON & CO | $14 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLUG | PLUG POWER INC | $0 | 0.00% | 0 | -37,670 | -100.0% | -$7.42万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -566 | -100.0% | -$6.98万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -281 | -100.0% | -$5.38万 | 清仓 |
| FUTY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -639 | -100.0% | -$3.53万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -413 | -100.0% | -$3.07万 | 清仓 |
| IMO | IMPERIAL OIL LTD | $0 | 0.00% | 0 | -353 | -100.0% | -$3.05万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -402 | -100.0% | -$2.95万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -549 | -100.0% | -$2.69万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -295 | -100.0% | -$2.61万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -250 | -100.0% | -$1.85万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -75 | -100.0% | -$1.82万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -123 | -100.0% | -$1.68万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -32 | -100.0% | -$1.63万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -165 | -100.0% | -$1.57万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1.15万 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -1,128 | -100.0% | -$1.14万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -32 | -100.0% | -$1.09万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1.02万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -45 | -100.0% | -$1.01万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHF | ISHARES TR | $0 | 0.00% | 0 | -206 | -100.0% | -$9,876 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -7 | -100.0% | -$9,309 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -104 | -100.0% | -$9,092 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -45 | -100.0% | -$8,748 | 清仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -141 | -100.0% | -$7,983 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | -56 | -100.0% | -$7,657 | 清仓 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -85 | -100.0% | -$7,536 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -29 | -100.0% | -$7,505 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -15 | -100.0% | -$7,355 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -28 | -100.0% | -$7,172 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -44 | -100.0% | -$7,075 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -7 | -100.0% | -$7,063 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$6,900 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -128 | -100.0% | -$6,881 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -160 | -100.0% | -$6,872 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FHI | FEDERATED HERMES INC | $0 | 0.00% | 0 | -126 | -100.0% | -$6,561 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -28 | -100.0% | -$6,370 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -129 | -100.0% | -$6,038 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -18 | -100.0% | -$5,915 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$5,665 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -16 | -100.0% | -$5,646 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -52 | -100.0% | -$5,476 | 清仓 |
| SUI | SUN CMNTYS INC | $0 | 0.00% | 0 | -44 | -100.0% | -$5,452 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -24 | -100.0% | -$5,265 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -23 | -100.0% | -$4,780 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -99 | -100.0% | -$4,717 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -15 | -100.0% | -$4,404 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -27 | -100.0% | -$4,299 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -2 | -100.0% | -$4,299 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -19 | -100.0% | -$4,250 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -3 | -100.0% | -$4,183 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -41 | -100.0% | -$4,014 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -99 | -100.0% | -$3,980 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -49 | -100.0% | -$3,945 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRNO | TERRENO RLTY CORP | $0 | 0.00% | 0 | -67 | -100.0% | -$3,934 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -86 | -100.0% | -$3,895 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -13 | -100.0% | -$3,848 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -56 | -100.0% | -$3,762 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -41 | -100.0% | -$3,667 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -26 | -100.0% | -$3,612 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -66 | -100.0% | -$3,293 | 清仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $0 | 0.00% | 0 | -282 | -100.0% | -$3,225 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -45 | -100.0% | -$2,991 | 清仓 |
| UDR | UDR INC | $0 | 0.00% | 0 | -81 | -100.0% | -$2,971 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -15 | -100.0% | -$2,957 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -12 | -100.0% | -$2,890 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -5 | -100.0% | -$2,869 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$2,860 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -59 | -100.0% | -$2,764 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -48 | -100.0% | -$2,760 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -17 | -100.0% | -$2,756 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -14 | -100.0% | -$2,733 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -19 | -100.0% | -$2,523 | 清仓 |