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
ZTS ZOETIS INC $720.00%1 -18-94.7% -$1,296 减仓
TECH BIO-TECHNE CORP $710.00%1 1— $71 新建仓
SWKS SKYWORKS SOLUTIONS INC $680.00%1 1— $68 新建仓
NCLH NORWEGIAN CRUISE LINE HLDGS $630.00%3 3— $63 新建仓
FTV FORTIVE CORP $610.00%1 1— $61 新建仓
LAND GLADSTONE LD CORP $600.00%7 7— $60 新建仓
VNT VONTIER CORPORATION $580.00%2 2— $58 新建仓
LYB LYONDELLBASELL INDUSTRIES NV $530.00%1 00.0% — 不变
EQT EQT CORP $530.00%1 1— $53 新建仓
TRMB TRIMBLE INC $510.00%1 1— $51 新建仓
UTG REAVES UTIL INCOME FD $450.00%1 00.0% — 不变
OGN ORGANON & CO $330.00%2 00.0% — 不变
ACN ACCENTURE PLC IRELAND $00.00%0 -155-100.0% -$3.07万 清仓
SYK STRYKER CORPORATION $00.00%0 -59-100.0% -$1.94万 清仓
CME CME GROUP INC $00.00%0 -65-100.0% -$1.92万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -585-100.0% -$1.68万 清仓
MCK MCKESSON CORP $00.00%0 -15-100.0% -$1.30万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -152-100.0% -$1.08万 清仓
BRO BROWN & BROWN INC $00.00%0 -125-100.0% -$8,151 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -323-100.0% -$8,014 清仓
— HOLOGIC INC $00.00%0 -106-100.0% -$8,013 清仓
NRG NRG ENERGY INC $00.00%0 -29-100.0% -$4,238 清仓
EFX EQUIFAX INC $00.00%0 -21-100.0% -$3,781 清仓
BIV VANGUARD BD INDEX FDS $00.00%0 -48-100.0% -$3,689 清仓
MDT MEDTRONIC PLC $00.00%0 -35-100.0% -$3,033 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -48-100.0% -$2,945 清仓
GIS GENERAL MILLS INC $00.00%0 -70-100.0% -$2,605 清仓
RSG REPUBLIC SVCS INC $00.00%0 -11-100.0% -$2,409 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -7-100.0% -$1,955 清仓
ARKK ARK ETF TR $00.00%0 -20-100.0% -$1,352 清仓
EXE EXPAND ENERGY CORPORATION $00.00%0 -6-100.0% -$659 清仓
COIN COINBASE GLOBAL INC $00.00%0 -3-100.0% -$524 清仓