IMG Wealth Management, Inc. 13F 持仓 · 2026年Q2

IMG Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 612 只证券，申报市值合计 1.80 亿美元。前几大持仓：BUFR（10.31%）、CGDV（7.73%）、BUFQ（6.51%）。本季前 25 大持仓中：增持 20 只、减持 5 只。

排名	代码	公司	市值	占组合	股数	变动
1	BUFR	FIRST TR EXCHNG TRADED FD VI	$18.5M	10.31%	506,640	增持
2	CGDV	CAPITAL GROUP DIVIDEND VALUE	$13.9M	7.73%	281,740	增持
3	BUFQ	FIRST TR EXCHNG TRADED FD VI	$11.7M	6.51%	297,371	增持
4	BUFD	FIRST TR EXCHNG TRADED FD VI	$9.3M	5.16%	311,544	增持
5	FTLS	FIRST TR EXCH TRADED FD III	$7.5M	4.15%	101,025	增持
6	RDVY	FIRST TR EXCHANGE TRADED FD	$7.1M	3.94%	87,152	增持
7	QQQM	INVESCO EXCH TRADED FD TR II	$6.8M	3.80%	22,510	增持
8	VTV	VANGUARD INDEX FDS	$6.6M	3.70%	30,449	增持
9	FGD	FIRST TR EXCHANGE-TRADED FD	$6.3M	3.50%	196,254	增持
10	SDVY	FIRST TR EXCHANGE TRADED FD	$6.3M	3.49%	145,117	增持
11	SPYM	SPDR SERIES TRUST	$5.2M	2.90%	59,209	增持
12	CGGR	CAPITAL GROUP GROWTH ETF	$5.1M	2.84%	108,066	增持
13	QQQ	INVESCO QQQ TR	$3.6M	1.99%	4,863	减持
14	UOCT	INNOVATOR ETFS TRUST	$2.7M	1.53%	66,598	增持
15	UJUL	INNOVATOR ETFS TRUST	$2.6M	1.45%	64,004	减持
16	UJAN	INNOVATOR ETFS TRUST	$2.3M	1.27%	50,186	增持
17	UDEC	INNOVATOR ETFS TRUST	$2.2M	1.24%	53,547	增持
18	VOO	VANGUARD INDEX FDS	$2.2M	1.24%	3,253	减持
19	FTCS	FIRST TR EXCHANGE-TRADED FD	$1.9M	1.05%	20,122	减持
20	AVDV	AMERICAN CENTY ETF TR	$1.9M	1.04%	18,081	增持
21	LMBS	FIRST TR EXCHANGE-TRADED FD	$1.8M	1.02%	36,781	增持
22	FEM	FIRST TR EXCH TRD ALPHDX FD	$1.5M	0.85%	47,903	增持
23	UAPR	INNOVATOR ETFS TRUST	$1.4M	0.78%	39,940	增持
24	UJUN	INNOVATOR ETFS TRUST	$1.2M	0.68%	31,539	增持
25	FTSM	FIRST TR EXCHANGE-TRADED FD	$1.2M	0.67%	20,013	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR