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 |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,656.08万 | 10.56% | 490,399 | 10,641 | 2.2% | $35.93万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,168.08万 | 7.45% | 274,583 | 11,679 | 4.4% | $49.68万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $1,015.73万 | 6.47% | 287,580 | 8,281 | 3.0% | $29.25万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $848.75万 | 5.41% | 303,126 | 7,809 | 2.6% | $21.87万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $681.77万 | 4.35% | 96,898 | 8,591 | 9.7% | $60.45万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $614.99万 | 3.92% | 192,604 | -2,991 | -1.5% | -$9.55万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $571.87万 | 3.65% | 83,754 | 5,072 | 6.4% | $34.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $566.90万 | 3.61% | 28,894 | 1,883 | 7.0% | $36.94万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $550.96万 | 3.51% | 139,732 | -6,424 | -4.4% | -$25.33万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $502.19万 | 3.20% | 21,134 | 2,995 | 16.5% | $71.17万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $427.16万 | 2.72% | 55,809 | 4,938 | 9.7% | $37.80万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $411.16万 | 2.62% | 102,305 | -29,499 | -22.4% | -$118.56万 | 减仓 |
| QQQ | INVESCO QQQ TR | $294.53万 | 1.88% | 5,103 | -567 | -10.0% | -$32.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $251.91万 | 1.61% | 65,876 | -805 | -1.2% | -$3.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $245.53万 | 1.57% | 64,111 | -282 | -0.4% | -$1.08万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $210.87万 | 1.34% | 49,605 | -1,147 | -2.3% | -$4.88万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $207.19万 | 1.32% | 3,467 | -526 | -13.2% | -$31.43万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $204.20万 | 1.30% | 22,014 | -3,196 | -12.7% | -$29.65万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $199.15万 | 1.27% | 51,275 | -536 | -1.0% | -$2.08万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $162.31万 | 1.03% | 32,586 | 32,530 | 58,089.3% | $162.03万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $155.72万 | 0.99% | 15,594 | 15,594 | — | $155.72万 | 新建仓 |
| SLV | ISHARES SILVER TR | $145.18万 | 0.93% | 21,306 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $144.20万 | 0.92% | 24,122 | -534 | -2.2% | -$3.19万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $130.32万 | 0.83% | 39,054 | 8,137 | 26.3% | $27.15万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $127.76万 | 0.81% | 42,652 | 42,652 | — | $127.76万 | 新建仓 |
| ICSH | ISHARES TR | $117.54万 | 0.75% | 23,221 | -26,553 | -53.3% | -$134.41万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $104.78万 | 0.67% | 28,137 | -5 | -0.0% | -$186 | 减仓 |
| AAPL | APPLE INC | $91.91万 | 0.59% | 3,621 | -1,212 | -25.1% | -$30.76万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $87.69万 | 0.56% | 30,166 | -289 | -0.9% | -$8,401 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $87.09万 | 0.56% | 3,563 | -40 | -1.1% | -$9,778 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $84.69万 | 0.54% | 21,310 | 250 | 1.2% | $9,935 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $84.05万 | 0.54% | 25,241 | 2,224 | 9.7% | $7.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $79.04万 | 0.50% | 28,654 | 9,358 | 48.5% | $25.81万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $77.84万 | 0.50% | 15,667 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $63.91万 | 0.41% | 9,931 | -1,612 | -14.0% | -$10.37万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $62.13万 | 0.40% | 17,545 | -1,154 | -6.2% | -$4.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $61.60万 | 0.39% | 24,260 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR ETFS TRUST | $60.95万 | 0.39% | 12,697 | -502 | -3.8% | -$2.41万 | 减仓 |
| VB | VANGUARD INDEX FDS | $56.13万 | 0.36% | 2,143 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $55.92万 | 0.36% | 15,404 | 1,016 | 7.1% | $3.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $53.17万 | 0.34% | 3,049 | -1,428 | -31.9% | -$24.90万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $52.71万 | 0.34% | 12,828 | -6,560 | -33.8% | -$26.96万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $51.80万 | 0.33% | 10,004 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $51.46万 | 0.33% | 1,794 | -154 | -7.9% | -$4.42万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $51.35万 | 0.33% | 607 | 4 | 0.7% | $3,384 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.79万 | 0.30% | 12,822 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $47.30万 | 0.30% | 4,891 | -629 | -11.4% | -$6.08万 | 减仓 |
| SMH | VANECK ETF TRUST | $47.12万 | 0.30% | 1,229 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $45.29万 | 0.29% | 9,629 | -166 | -1.7% | -$7,807 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $42.48万 | 0.27% | 8,853 | -46 | -0.5% | -$2,207 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.70万 | 0.27% | 10,300 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $41.36万 | 0.26% | 15,464 | -334 | -2.1% | -$8,934 | 减仓 |
| — | INNOVATOR ETFS TRUST | $40.74万 | 0.26% | 11,066 | -5 | -0.0% | -$184 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $39.83万 | 0.25% | 1,354 | -312 | -18.7% | -$9.18万 | 减仓 |
| IEF | ISHARES TR | $37.88万 | 0.24% | 3,969 | 3,969 | — | $37.88万 | 新建仓 |
| MSFT | MICROSOFT CORP | $37.69万 | 0.24% | 1,018 | -694 | -40.5% | -$25.69万 | 减仓 |
| CAT | CATERPILLAR INC | $36.70万 | 0.23% | 518 | -12 | -2.3% | -$8,502 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $34.35万 | 0.22% | 6,953 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $34.20万 | 0.22% | 7,853 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $33.44万 | 0.21% | 5,345 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $30.18万 | 0.19% | 3,139 | -81 | -2.5% | -$7,788 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $29.05万 | 0.19% | 6,042 | 0 | 0.0% | — | 不变 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $28.91万 | 0.18% | 7,468 | -2,500 | -25.1% | -$9.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.80万 | 0.18% | 289 | -5 | -1.7% | -$4,982 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $28.79万 | 0.18% | 5,893 | 0 | 0.0% | — | 不变 |
| BFEB | INNOVATOR ETFS TRUST | $28.75万 | 0.18% | 6,028 | 6,028 | — | $28.75万 | 新建仓 |
| QYLD | GLOBAL X FDS | $28.65万 | 0.18% | 16,705 | 1,355 | 8.8% | $2.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.39万 | 0.18% | 7,343 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.29万 | 0.18% | 6,755 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $27.93万 | 0.18% | 1,689 | -83 | -4.7% | -$1.37万 | 减仓 |
| PAVE | GLOBAL X FDS | $27.12万 | 0.17% | 5,337 | -29 | -0.5% | -$1,473 | 减仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $26.69万 | 0.17% | 5,940 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.67万 | 0.17% | 1,240 | -994 | -44.5% | -$21.38万 | 减仓 |
| WMT | WALMART INC | $26.58万 | 0.17% | 2,139 | -186 | -8.0% | -$2.31万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.31万 | 0.17% | 10,267 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.95万 | 0.17% | 6,039 | -531 | -8.1% | -$2.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.80万 | 0.16% | 6,557 | -12 | -0.2% | -$472 | 减仓 |
| LOW | LOWES COS INC | $25.68万 | 0.16% | 1,087 | -78 | -6.7% | -$1.84万 | 减仓 |
| AMZN | AMAZON COM INC | $25.62万 | 0.16% | 1,230 | -888 | -41.9% | -$18.49万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $25.59万 | 0.16% | 4,799 | 4,799 | — | $25.59万 | 新建仓 |
| TLT | ISHARES TR | $25.07万 | 0.16% | 2,892 | 2,851 | 6,953.7% | $24.72万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.73万 | 0.16% | 9,286 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $24.04万 | 0.15% | 5,588 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.85万 | 0.15% | 1,406 | -1,807 | -56.2% | -$30.66万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.78万 | 0.15% | 8,956 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.51万 | 0.15% | 9,008 | 9,008 | — | $23.51万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.13万 | 0.15% | 339 | 136 | 67.0% | $9.28万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $22.43万 | 0.14% | 474 | 6 | 1.3% | $2,839 | 加仓 |
| T | AT&T INC | $22.33万 | 0.14% | 7,702 | -2,018 | -20.8% | -$5.85万 | 减仓 |
| TPR | TAPESTRY INC | $22.20万 | 0.14% | 1,573 | 27 | 1.7% | $3,810 | 加仓 |
| GOOGL | ALPHABET INC | $22.14万 | 0.14% | 770 | -272 | -26.1% | -$7.82万 | 减仓 |
| KO | COCA COLA CO | $21.86万 | 0.14% | 2,874 | -363 | -11.2% | -$2.76万 | 减仓 |
| BOTZ | GLOBAL X FDS | $21.74万 | 0.14% | 6,543 | -135 | -2.0% | -$4,485 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $21.53万 | 0.14% | 10,806 | 1,507 | 16.2% | $3.00万 | 加仓 |
| ORCL | ORACLE CORP | $21.40万 | 0.14% | 1,455 | -1,076 | -42.5% | -$15.83万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $20.88万 | 0.13% | 5,147 | 565 | 12.3% | $2.29万 | 加仓 |
| IEFA | ISHARES TR | $20.58万 | 0.13% | 2,273 | -922 | -28.9% | -$8.35万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.53万 | 0.13% | 847 | -142 | -14.4% | -$3.44万 | 减仓 |
| MP | MP MATERIALS CORP | $20.49万 | 0.13% | 4,246 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $20.25万 | 0.13% | 5,087 | 0 | 0.0% | — | 不变 |