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IMG Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
IMG Wealth Management, Inc.
报告期 2026-03-31 · CIK 0002032103
持仓数
506
前50大市值合计
$131.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 12
增持 47
减持 74
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$1.7M
102,305
-22%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.6M
32,586
+58089%
建仓
AVDV
AMERICAN CENTY ETF TR
+$1.6M
15,594
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
ICSH
ISHARES TR
-$1.3M
23,221
-53%
建仓
FEM
FIRST TR EXCH TRD ALPHDX FD
+$1.3M
42,652
增持
FTLS
FIRST TR EXCH TRADED FD III
+$548.9K
96,898
+10%
减持
QQQ
INVESCO QQQ TR
-$537.7K
5,103
-10%
增持
VTV
VANGUARD INDEX FDS
+$510.2K
28,894
+7%
减持
MSFT
MICROSOFT CORP
-$451.1K
1,018
-41%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$434.1K
21,134
+17%
减持
VOO
VANGUARD INDEX FDS
-$432.2K
3,467
-13%
减持
AAPL
APPLE INC
-$394.9K
3,621
-25%
建仓
IEF
ISHARES TR
+$378.8K
3,969
减持
IVV
ISHARES TR
-$313.8K
177
-72%
减持
NVDA
NVIDIA CORPORATION
-$303.2K
3,049
-32%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$290.2K
22,014
-13%
增持
UAPR
INNOVATOR ETFS TRUST
+$290.1K
39,054
+26%
建仓
BFEB
INNOVATOR ETFS TRUST
+$287.5K
6,028
减持
ORCL
ORACLE CORP
-$279.3K
1,455
-43%
减持
GFEB
FIRST TR EXCHNG TRADED FD VI
-$278.1K
12,828
-34%
增持
ZMAR
INNOVATOR ETFS TRUST
+$259.9K
28,654
+48%
建仓
BJAN
INNOVATOR ETFS TRUST
+$255.9K
4,799
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$252.7K
83,754
+6%
增持
TLT
ISHARES TR
+$247.1K
2,892
+6954%
建仓
ZAPR
INNOVATOR ETFS TRUST
+$235.1K
9,008
减持
AMZN
AMAZON COM INC
-$232.7K
1,230
-42%
减持
FGD
FIRST TR EXCHANGE-TRADED FD
+$229.2K
192,604
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$224.3K
1,240
-44%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$207.6K
274,583
+4%
建仓
SCHD
SCHWAB STRATEGIC TR
+$199.1K
6,491
增持
SPYM
SPDR SERIES TRUST
+$190.7K
55,809
+10%
减持
QCOM
QUALCOMM INC
-$190.4K
1,333
-37%
减持
BAC
BANK AMERICA CORP
-$182.5K
2,068
-60%
减持
USMV
ISHARES TR
-$166.0K
1,737
-50%
减持
TSLA
TESLA INC
-$161.1K
474
-37%
减持
—
EXXON MOBIL CORP
-$148.1K
1,406
-56%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$147.8K
303,126
+3%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$147.3K
287,580
+3%
清仓
AVGO
BROADCOM INC
-$141.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$138.5K
1,354
-19%
增持
RTX
RTX CORPORATION
+$131.2K
918
+267%
减持
JNJ
JOHNSON & JOHNSON
+$125.3K
3,563
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$124.3K
490,399
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$115.5K
339
+67%
减持
V
VISA INC
-$113.3K
536
-32%
减持
AOR
ISHARES TR
-$111.3K
9,931
-14%
清仓
WFC
WELLS FARGO CO NEW
-$104.8K
0
-100%
减持
GOOGL
ALPHABET INC
-$104.7K
770
-26%
减持
META
META PLATFORMS INC
-$103.1K
91
-61%
减持
GAUG
FIRST TR EXCHNG TRADED FD VI
-$102.3K
7,468
-25%
建仓
VXUS
VANGUARD STAR FDS
+$102.2K
1,326
减持
MOAT
VANECK ETF TRUST
-$98.7K
4,891
-11%
减持
GOOG
ALPHABET INC
-$96.7K
1,794
-8%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
-$91.1K
139,732
-4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$90.5K
1,271
-18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$87.6K
847
-14%
减持
UJAN
INNOVATOR ETFS TRUST
-$86.8K
49,605
-2%
减持
UOCT
INNOVATOR ETFS TRUST
-$84.3K
65,876
-1%
减持
IEFA
ISHARES TR
-$80.0K
2,273
-29%
减持
LLY
ELI LILLY & CO
-$80.0K
10
-88%
清仓
PLUG
PLUG POWER INC
-$74.2K
0
-100%
清仓
IVW
ISHARES TR
-$69.8K
0
-100%
减持
SFLR
INNOVATOR ETFS TRUST
-$68.0K
17,545
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$66.0K
349
-28%
减持
CAT
CATERPILLAR INC
+$63.4K
518
-2%
增持
MUNI
PIMCO ETF TR
+$63.2K
2,511
+94%
减持
UDEC
INNOVATOR ETFS TRUST
-$62.3K
51,275
-1%
增持
FMB
FIRST TR EXCH TRADED FD III
+$62.3K
2,531
+96%
减持
PFE
PFIZER INC
-$58.3K
877
-74%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$56.8K
5,152
+94%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$53.8K
0
-100%
增持
QFLR
INNOVATOR ETFS TRUST
+$51.5K
25,241
+10%
减持
NOW
SERVICENOW INC
-$51.1K
9
-97%
减持
COP
CONOCOPHILLIPS
+$51.0K
1,495
-4%
减持
MA
MASTERCARD INCORPORATED
-$50.0K
13
-87%
减持
AXP
AMERICAN EXPRESS CO
-$48.3K
502
-7%
减持
IJH
ISHARES TR
-$48.0K
958
-44%
减持
BDEC
INNOVATOR ETFS TRUST
-$44.7K
12,697
-4%
建仓
GLW
CORNING INC
+$43.4K
319
减持
ABBV
ABBVIE INC
-$42.8K
5
-97%
减持
UPS
UNITED PARCEL SVCS INC
-$41.4K
217
-66%
增持
INTC
INTEL CORP
+$40.7K
1,463
+126%
增持
INTU
INTUIT
-$40.6K
237
+10%
减持
DIS
DISNEY WALT CO
-$40.2K
220
-59%
减持
UJUL
INNOVATOR ETFS TRUST
-$40.0K
64,111
-0%
减持
GE
GE AEROSPACE
-$39.0K
47
-72%
减持
CRM
SALESFORCE INC
-$35.9K
8
-94%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$35.6K
24,122
-2%
清仓
FUTY
FIDELITY COVINGTON TRUST
-$35.3K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$34.9K
572
+1688%
减持
COST
COSTCO WHOLESALE CORPORATION
+$34.4K
289
-2%
减持
GOCT
FIRST TR EXCHNG TRADED FD VI
-$33.9K
2,212
-27%
增持
TXN
TEXAS INSTRS INC
+$33.3K
276
+136%
减持
ABT
ABBOTT LABORATORIES
-$32.8K
57
-81%
增持
XYLD
GLOBAL X FDS
+$32.4K
3,865
+32%
增持
WDC
WESTERN DIGITAL CORP
+$31.3K
124
+854%
减持
ADBE
ADOBE INC
-$31.2K
220
-9%
减持
SO
SOUTHERN CO
-$30.9K
61
-86%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$30.7K
0
-100%
清仓
IMO
IMPERIAL OIL LTD
-$30.5K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$30.1K
76
增持
UFEB
INNOVATOR ETFS TRUST
+$29.9K
15,404
+7%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$29.6K
527
+427%
清仓
SHEL
SHELL PLC
-$29.5K
0
-100%
建仓
SNDK
SANDISK CORP
+$29.2K
46
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$27.7K
258
-14%
建仓
—
ROYAL CARIBBEAN GROUP
+$27.0K
98
清仓
GSK
GSK PLC
-$26.9K
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$26.8K
646
-23%
增持
FUMB
FIRST TR EXCH TRADED FD III
+$26.7K
2,712
+96%
减持
HD
HOME DEPOT INC
-$26.4K
422
-12%
减持
PNC
PNC FINL SVCS GROUP INC
-$26.1K
36
-78%
清仓
VNQ
VANGUARD INDEX FDS
-$26.1K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$26.0K
1,078
+95%
减持
BA
BOEING CO
-$26.0K
117
-48%
增持
KLAC
KLA CORP
+$25.5K
33
+74%
增持
ANET
ARISTA NETWORKS INC
+$25.0K
354
+151%
减持
BOTZ
GLOBAL X FDS
-$24.6K
6,543
-2%
增持
TPR
TAPESTRY INC
+$24.4K
1,573
+2%
减持
LOW
LOWES COS INC
-$24.1K
1,087
-7%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$23.8K
132
-41%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$23.8K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$23.4K
151
+66%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$22.7K
6,039
-8%
增持
AMAT
APPLIED MATLS INC
+$21.7K
162
+24%
增持
FTQI
FIRST TR EXCHANGE TRADED FD
+$21.7K
10,806
+16%
增持
CSCO
CISCO SYS INC
+$21.4K
1,559
+21%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$21.2K
102
+50%
减持
USB
US BANCORP
-$21.0K
156
-71%
增持
WSM
WILLIAMS SONOMA INC
+$20.5K
125
+862%
增持
ROST
ROSS STORES INC
+$19.5K
94
+1780%
清仓
SCHF
SCHWAB STRATEGIC TR
-$19.4K
0
-100%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$19.2K
84
+282%
增持
APH
AMPHENOL CORP
+$18.9K
381
+76%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$18.7K
11
-78%
减持
LMT
LOCKHEED MARTIN CORP
+$18.6K
190
-5%
清仓
BND
VANGUARD BD INDEX FDS
-$18.5K
0
-100%
清仓
SAP
SAP SE
-$18.2K
0
-100%
减持
T
AT&T INC
-$18.2K
7,702
-21%
增持
C
CITIGROUP INC
+$18.1K
244
+198%
减持
GILD
GILEAD SCIENCES INC
-$17.3K
74
-67%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$17.0K
5,147
+12%
清仓
NTRS
NORTHERN TR CORP
-$16.8K
0
-100%
增持
ABNB
AIRBNB INC
+$16.6K
169
+383%
增持
GS
GOLDMAN SACHS GROUP INC
-$16.5K
607
+1%
减持
GEV
GE VERNOVA INC
-$16.5K
26
-57%
清仓
MCO
MOODYS CORP
-$16.3K
0
-100%
减持
KVUE
KENVUE INC
-$16.3K
43
-96%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$16.2K
737
+269%
增持
UBER
UBER TECHNOLOGIES INC
-$15.8K
1,679
+0%
