Investment Management Trust, LLC
FITCHBURG MA · SEC CIK 0002131759
$1.03亿2026Q1 申报市值
81持仓数
53.8%前十大占比 · 第一大 8.1%
0 / 0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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | VOYA ASIA PAC HIGH DIV EQT I | $7.62万 | 0.07% | 10,337 | — | — | — | — |
| JFR | NUVEEN FLOATING RATE INCOME | $9.79万 | 0.10% | 13,020 | — | — | — | — |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $10.94万 | 0.11% | 12,629 | — | — | — | — |
| — | ALLSPRING GLOBAL DIVIDEND OP | $12.11万 | 0.12% | 20,766 | — | — | — | — |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $14.19万 | 0.14% | 10,291 | — | — | — | — |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $16.73万 | 0.16% | 18,161 | — | — | — | — |
| ETW | EATON VANCE TAX-MANAGED GLOB | $17.69万 | 0.17% | 20,150 | — | — | — | — |
| AZN | ASTRAZENECA PLC | $21.62万 | 0.21% | 1,096 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $21.87万 | 0.21% | 1,075 | — | — | — | — |
| NBXG | NEUBERGER NEXT GENERATION | $22.29万 | 0.22% | 17,317 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $24.27万 | 0.24% | 1,173 | — | — | — | — |
| MRK | MERCK & CO INC | $24.57万 | 0.24% | 2,043 | — | — | — | — |
| VYMI | VANGUARD WHITEHALL FDS | $24.60万 | 0.24% | 2,611 | — | — | — | — |
| SBUX | STARBUCKS CORP | $24.97万 | 0.24% | 2,787 | — | — | — | — |
| ABT | ABBOTT LABORATORIES | $25.01万 | 0.24% | 2,436 | — | — | — | — |
| DE | DEERE & CO | $25.86万 | 0.25% | 459 | — | — | — | — |
| COWZ | PACER FDS TR | $27.48万 | 0.27% | 4,392 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC | $28.37万 | 0.28% | 840 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $29.29万 | 0.29% | 507 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $29.79万 | 0.29% | 2,062 | — | — | — | — |
| — | HONEYWELL INTL INC | $30.34万 | 0.30% | 1,342 | — | — | — | — |
| SMH | VANECK ETF TRUST | $31.08万 | 0.30% | 811 | — | — | — | — |
| SPYD | SPDR SERIES TRUST | $31.11万 | 0.30% | 6,833 | — | — | — | — |
| XLC | SELECT SECTOR SPDR TR | $34.51万 | 0.34% | 3,113 | — | — | — | — |
| CHW | CALAMOS GBL DYN INCOME FUND | $35.80万 | 0.35% | 49,308 | — | — | — | — |
| DGRO | ISHARES TR | $35.98万 | 0.35% | 5,127 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $35.99万 | 0.35% | 1,224 | — | — | — | — |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $36.93万 | 0.36% | 16,740 | — | — | — | — |
| QUAL | ISHARES TR | $38.93万 | 0.38% | 2,030 | — | — | — | — |
| CARR | CARRIER GLOBAL CORPORATION | $39.52万 | 0.39% | 7,018 | — | — | — | — |
| TSLA | TESLA INC | $40.60万 | 0.40% | 1,092 | — | — | — | — |
| SOXX | ISHARES TR | $42.22万 | 0.41% | 1,285 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $42.95万 | 0.42% | 2,189 | — | — | — | — |
| IEI | ISHARES TR | $46.90万 | 0.46% | 3,954 | — | — | — | — |
| CMI | CUMMINS INC | $47.64万 | 0.46% | 885 | — | — | — | — |
| VRT | VERTIV HOLDINGS CO | $51.41万 | 0.50% | 2,052 | — | — | — | — |
| USIG | ISHARES TR | $52.58万 | 0.51% | 10,263 | — | — | — | — |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $53.28万 | 0.52% | 21,511 | — | — | — | — |
| FALN | ISHARES TR | $54.19万 | 0.53% | 20,281 | — | — | — | — |
| VIGI | VANGUARD WHITEHALL FDS | $55.24万 | 0.54% | 6,244 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $55.50万 | 0.54% | 557 | — | — | — | — |
| XLK | SELECT SECTOR SPDR TR | $55.50万 | 0.54% | 4,176 | — | — | — | — |
| TJX | TJX COS INC NEW | $58.68万 | 0.57% | 3,674 | — | — | — | — |
| ICVT | ISHARES TR | $58.99万 | 0.57% | 5,796 | — | — | — | — |
| SCHD | SCHWAB STRATEGIC TR | $61.54万 | 0.60% | 20,060 | — | — | — | — |
| SPSB | SPDR SERIES TRUST | $62.09万 | 0.61% | 20,649 | — | — | — | — |
| LMT | LOCKHEED MARTIN CORP | $71.83万 | 0.70% | 1,188 | — | — | — | — |
| V | VISA INC | $76.98万 | 0.75% | 2,547 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $78.58万 | 0.77% | 2,325 | — | — | — | — |
| SPIB | SPDR SERIES TRUST | $82.83万 | 0.81% | 24,696 | — | — | — | — |
| LLY | ELI LILLY & CO | $88.21万 | 0.86% | 959 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $92.40万 | 0.90% | 3,780 | — | — | — | — |
| SDY | SPDR SERIES TRUST | $92.80万 | 0.90% | 6,359 | — | — | — | — |
| XLP | SELECT SECTOR SPDR TR | $97.09万 | 0.95% | 11,843 | — | — | — | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $98.71万 | 0.96% | 11,928 | — | — | — | — |
| ABBV | ABBVIE INC | $100.12万 | 0.98% | 4,603 | — | — | — | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $102.40万 | 1.00% | 12,918 | — | — | — | — |
| XME | SPDR SERIES TRUST | $109.86万 | 1.07% | 10,171 | — | — | — | — |
| XAR | SPDR SERIES TRUST | $110.25万 | 1.07% | 4,341 | — | — | — | — |
| CWB | SPDR SERIES TRUST | $124.65万 | 1.21% | 13,620 | — | — | — | — |
| VEU | VANGUARD INTL EQUITY INDEX F | $129.78万 | 1.26% | 17,281 | — | — | — | — |
| XLI | SELECT SECTOR SPDR TR | $133.64万 | 1.30% | 8,263 | — | — | — | — |
| RTX | RTX CORPORATION | $133.90万 | 1.31% | 6,941 | — | — | — | — |
| HD | HOME DEPOT INC | $140.11万 | 1.37% | 4,260 | — | — | — | — |
| AVGO | BROADCOM INC | $142.53万 | 1.39% | 4,605 | — | — | — | — |
| VYM | VANGUARD WHITEHALL FDS | $152.45万 | 1.49% | 10,294 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $167.94万 | 1.64% | 2,582 | — | — | — | — |
| GOOG | ALPHABET INC | $183.59万 | 1.79% | 6,400 | — | — | — | — |
| META | META PLATFORMS INC | $187.48万 | 1.83% | 3,277 | — | — | — | — |
| SPYM | SPDR SERIES TRUST | $194.18万 | 1.89% | 25,370 | — | — | — | — |
| XLU | SELECT SECTOR SPDR TR | $236.33万 | 2.30% | 51,498 | — | — | — | — |
| CAT | CATERPILLAR INC | $257.24万 | 2.51% | 3,631 | — | — | — | — |
| GLD | SPDR GOLD TR | $284.94万 | 2.78% | 6,622 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $479.58万 | 4.67% | 10,008 | — | — | — | — |
| MSFT | MICROSOFT CORP | $480.99万 | 4.69% | 12,994 | — | — | — | — |
| GOOGL | ALPHABET INC | $528.51万 | 5.15% | 18,379 | — | — | — | — |
| AMZN | AMAZON COM INC | $564.75万 | 5.50% | 27,116 | — | — | — | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $585.62万 | 5.71% | 27,231 | — | — | — | — |
| WMT | WALMART INC | $717.65万 | 6.99% | 57,745 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $791.32万 | 7.71% | 45,374 | — | — | — | — |
| AAPL | APPLE INC | $831.94万 | 8.11% | 32,781 | — | — | — | — |