IA

IMZ Advisory Inc

行业集中型趋势追踪型高品质投资策略

申报总市值

US$3.2亿

申报季度: 2026-06-30 · 持股只数: 38

IMZ Advisory Inc在最新一期 13F 报告中披露了 38 项持股，申报期为 2026-06-30，总持股市值约为 US$3.2亿，季度换手率为 20.6%。

机构性格雪花图

集中度
53
持仓稳定性
20.63
动能／逆势
100
行业集中度
100
多样化
76
仓位均衡度
79.64

近期动向

  • 加仓 XLK

    -3.6%　US$2587.2万

  • 加仓 JPST

    +43.5%　US$874.9万

  • 减仓 JMST

    -86.3%　-US$344.9万

  • 减仓 XLC

    +10.3%　US$154.5万

  • 减仓 XLF

    +1.5%　US$274.1万

  • 减仓 XLY

    +4.9%　US$286.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1XLKSs Technology Select SectorETF-科技型29.65%+4.03%-3.61%
2XLFSs Financial Select SectorETF-其他9.35%-0.79%+1.51%
3JPSTJpmorgan Ultra-short IncomeETF-其他9.16%+1.53%+43.49%
4XLYSs Consumer Disc Select SectETF-其他7.91%-0.46%+4.93%
5XLCSs Comm Select Sector SpdrETF-其他7.89%-0.95%+10.33%
6XLVSs Health Care Select SectorETF-其他7.68%-0.19%+7.62%
7XLISs Industrial Select SectorETF-其他6.50%-0.10%+2.71%
8XLPSs Consumer Staples Sel SectETF-其他3.66%-0.11%+14.53%
9VCSHVanguard S/t CORP Bond ETFETF-投资级公司债3.19%-0.39%+6.62%
10MAGSRoundhill Magnificent SevenETF-其他3.16%-0.06%+5.61%
11XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他2.31%-0.34%+5.17%
12XLESs Energy Select SectorETF-其他2.26%-0.31%+21.30%
13AAPLApple INC股票-科技1.47%-0.07%+0.06%
14NVDANvidia CORP股票-科技1.14%-0.05%+0.37%
15MSFTMicrosoft CORP股票-科技0.60%-0.12%-0.74%
16AMZNAmazon.com INC股票-周期性消费0.52%-0.02%+1.29%
17IBMIntl Business Machines CORP股票-科技0.34%-0.01%—
18BRK-BBerkshire Hathaway Inc-cl B股票-其他0.32%-0.05%-1.97%
19AMDAdvanced Micro Devices股票-科技0.28%+0.15%-8.29%
20LLYEli Lilly & Co股票-医疗保健0.28%+0.02%+0.13%
21JPMJpmorgan Chase & Co股票-金融0.23%-0.03%-5.57%
22AVGOBroadcom INC股票-科技0.19%+0.01%+0.19%
23JMSTJPM Ultra-short Muni IncomeETF-其他0.17%-1.34%-86.31%
24GOOGAlphabet Inc-cl C股票-通信服务0.17%—+0.07%
25METAMeta Platforms Inc-class A股票-通信服务0.17%-0.03%-0.75%
26UNHUnitedhealth Group INC股票-医疗保健0.16%+0.03%-5.02%
27JNJJohnson & Johnson股票-医疗保健0.14%-0.02%+0.39%
28WMTWalmart INC股票-非周期性消费0.14%-0.04%+0.39%
29QQQInvesco Qqq Trust Series 1ETF-科技型0.13%+0.01%-2.46%
30CBChubb Limited股票-金融0.12%-0.02%+0.27%
31XLRESs Real Estate Select SectorETF-其他0.11%-0.03%-9.76%
32IVVIshares Core S&p 500 ETFETF-大型股与成长0.11%-0.07%-38.90%
33VGTVanguard Info Tech ETFETF-科技型0.10%+0.02%+700.32%
34GDGeneral Dynamics CORP股票-工业0.09%-0.01%+0.51%
35ADPAutomatic Data Processing股票-科技0.09%-0.01%+0.89%
36COSTCostco Wholesale CORP股票-非周期性消费0.08%-0.04%-16.88%
37XLBSs Materials Select SectorETF-其他0.07%-0.04%-20.58%
38HDHome Depot INC股票-周期性消费0.07%+0.07%NEW

本季持股变动

IMZ Advisory Inc 在 2026-06-30 最显著的持仓异动： 清仓: Ishares Ustechnology ETF (IYW); 新建仓: Home Depot INC (HD); 清仓: At&t INC (T); 减仓: Ss Technology Select Sector (XLK) — 股数 -3.61%; 加仓: Jpmorgan Ultra-short Income (JPST) — 股数 +43.49%.

IMZ Advisory Inc 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1XLKSs Technology Select Sector+4%-3.61%减仓
2JPSTJpmorgan Ultra-short Income+1.5%+43.49%加仓
3AMDAdvanced Micro Devices+0.2%-8.29%减仓
4HDHome Depot INC+0.1%NEW新建仓
5UNHUnitedhealth Group INC0%-5.02%减仓
6LLYEli Lilly & Co0%+0.13%加仓
7VGTVanguard Info Tech ETF0%+700.32%加仓
8AVGOBroadcom INC0%+0.19%加仓
9QQQInvesco Qqq Trust Series 10%-2.46%减仓
10GOOGAlphabet Inc-cl C—+0.07%加仓
11IBMIntl Business Machines CORP0%—不变
12ADPAutomatic Data Processing0%+0.89%加仓
13GDGeneral Dynamics CORP0%+0.51%加仓
14AMZNAmazon.com INC0%+1.29%加仓
15JNJJohnson & Johnson0%+0.39%加仓
16CBChubb Limited0%+0.27%加仓
17JPMJpmorgan Chase & Co0%-5.57%减仓
18METAMeta Platforms Inc-class A0%-0.75%减仓
19XLRESs Real Estate Select Sector0%-9.76%减仓
20COSTCostco Wholesale CORP0%-16.88%减仓
21XLBSs Materials Select Sector0%-20.58%减仓
22WMTWalmart INC0%+0.39%加仓
23NVDANvidia CORP-0.1%+0.37%加仓
24BRK-BBerkshire Hathaway Inc-cl B-0.1%-1.97%减仓
25MAGSRoundhill Magnificent Seven-0.1%+5.61%加仓
26AAPLApple INC-0.1%+0.06%加仓
27IVVIshares Core S&p 500 ETF-0.1%-38.90%减仓
28TAt&t INC-0.1%EXIT清仓
29IYWIshares Ustechnology ETF-0.1%EXIT清仓
30XLISs Industrial Select Sector-0.1%+2.71%加仓
31XLPSs Consumer Staples Sel Sect-0.1%+14.53%加仓
32MSFTMicrosoft CORP-0.1%-0.74%减仓
33XLVSs Health Care Select Sector-0.2%+7.62%加仓
34XLESs Energy Select Sector-0.3%+21.30%加仓
35XLUSt Sr Utl Sl Se Spdr Etf-usd-0.3%+5.17%加仓
36VCSHVanguard S/t CORP Bond ETF-0.4%+6.62%加仓
37XLYSs Consumer Disc Select Sect-0.5%+4.93%加仓
38XLFSs Financial Select Sector-0.8%+1.51%加仓
39XLCSs Comm Select Sector Spdr-1%+10.33%加仓
40JMSTJPM Ultra-short Muni Income-1.3%-86.31%减仓

FAQ

IMZ Advisory Inc 是什么机构？属于哪种投资人类型？
IMZ Advisory Inc 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$3.2亿，分布在 38 个已申报仓位之中。
IMZ Advisory Inc 目前前几大持股有哪些？
根据最新 13F 申报，IMZ Advisory Inc 按市值排列的前几大持股为： 1. Ss Technology Select Sector (XLK) — US$9362.7万 (29.6%) 2. Ss Financial Select Sector (XLF) — US$2954.1万 (9.3%) 3. Jpmorgan Ultra-short Income (JPST) — US$2891.8万 (9.2%) 4. Ss Consumer Disc Select Sect (XLY) — US$2499.3万 (7.9%) 5. Ss Comm Select Sector Spdr (XLC) — US$2491.2万 (7.9%)
IMZ Advisory Inc 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，IMZ Advisory Inc 共进行了 39 项显著调整：新建仓 1 个仓位、加仓 23 个既有持股、减仓 13 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Ishares Ustechnology ETF (IYW); 新建仓: Home Depot INC (HD); 清仓: At&t INC (T); 减仓: Ss Technology Select Sector (XLK) — 股数 -3.61%; 加仓: Jpmorgan Ultra-short Income (JPST) — 股数 +43.49%
IMZ Advisory Inc 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，IMZ Advisory Inc 的主要板块分布如下： • Information Technology: 65.6% • Consumer Discretionary: 9.3% • Health Care: 9.3% • Financials: 5.5% • Communication Services: 5.4% • Consumer Staples: 3.4%