Impact Investors, Inc
SAN FRANCISCO CA · SEC CIK 0001824539
$1.37亿2026Q2 申报市值
88持仓数
55.2%前十大占比 · 第一大 8.4%
12 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BGRN 加仓+$152.75万
UBND 加仓+$100.13万
THG 新建仓+$54.84万
FTDR 新建仓+$40.76万
JMUB 加仓+$38.68万
2026Q2 卖出最多 按季末市值估算
SPTL 减仓-$210.66万
ISHARES TR 减仓-$175.31万
DSI 减仓-$139.14万
IAU 减仓-$99.05万
SUSB 减仓-$82.20万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPTL | SPDR SERIES TRUST | $1,146.72万 | 8.38% | 437,179 | -80,311 | -15.5% | -$210.66万 | 减仓 |
| ESGD | ISHARES TR | $1,136.81万 | 8.31% | 110,574 | -7,536 | -6.4% | -$77.48万 | 减仓 |
| NULG | NUSHARES ETF TR | $1,082.28万 | 7.91% | 92,455 | -6,938 | -7.0% | -$81.22万 | 减仓 |
| BGRN | ISHARES TR | $958.20万 | 7.01% | 201,844 | 32,177 | 19.0% | $152.75万 | 加仓 |
| IAU | ISHARES GOLD TR | $854.39万 | 6.25% | 113,149 | -13,118 | -10.4% | -$99.05万 | 减仓 |
| UBND | VICTORY PORTFOLIOS II | $660.74万 | 4.83% | 304,138 | 46,092 | 17.9% | $100.13万 | 加仓 |
| SUSB | ISHARES TR | $523.49万 | 3.83% | 209,479 | -32,893 | -13.6% | -$82.20万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $440.53万 | 3.22% | 74,691 | -9,668 | -11.5% | -$57.02万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $405.09万 | 2.96% | 69,603 | -6,786 | -8.9% | -$39.49万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $336.64万 | 2.46% | 48,966 | -511 | -1.0% | -$3.51万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $332.92万 | 2.43% | 19,597 | -3,868 | -16.5% | -$65.71万 | 减仓 |
| BCD | ABRDN ETFS | $320.32万 | 2.34% | 93,798 | -9,020 | -8.8% | -$30.80万 | 减仓 |
| PWR | QUANTA SVCS INC | $305.02万 | 2.23% | 4,236 | -739 | -14.9% | -$53.21万 | 减仓 |
| AAPL | APPLE INC | $300.69万 | 2.20% | 10,391 | -238 | -2.2% | -$6.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $287.28万 | 2.10% | 14,358 | -1,817 | -11.2% | -$36.36万 | 减仓 |
| ESGE | ISHARES INC | $277.52万 | 2.03% | 50,744 | -1,953 | -3.7% | -$10.68万 | 减仓 |
| DSI | ISHARES TR | $264.89万 | 1.94% | 18,603 | -9,772 | -34.4% | -$139.14万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $238.15万 | 1.74% | 4,987 | -1,412 | -22.1% | -$67.43万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $197.76万 | 1.45% | 39,040 | 7,635 | 24.3% | $38.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $169.69万 | 1.24% | 4,549 | 368 | 8.8% | $13.73万 | 加仓 |
| AMAT | APPLIED MATLS INC | $145.46万 | 1.06% | 2,012 | -624 | -23.7% | -$45.11万 | 减仓 |
| GOOGL | ALPHABET INC | $129.63万 | 0.95% | 3,627 | -687 | -15.9% | -$24.55万 | 减仓 |
| CMF | ISHARES TR | $127.15万 | 0.93% | 22,060 | 1,995 | 9.9% | $11.50万 | 加仓 |
| ASML | ASML HLDG NV | $124.16万 | 0.91% | 624 | -97 | -13.5% | -$19.30万 | 减仓 |
| AVGO | BROADCOM INC | $122.00万 | 0.89% | 3,230 | -809 | -20.0% | -$30.56万 | 减仓 |
| YUM | YUM BRANDS INC | $119.89万 | 0.88% | 7,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $115.59万 | 0.85% | 4,850 | -849 | -14.9% | -$20.23万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $99.00万 | 0.72% | 4,247 | -1,898 | -30.9% | -$44.24万 | 减仓 |
| V | VISA INC | $94.04万 | 0.69% | 2,741 | -1,867 | -40.5% | -$64.06万 | 减仓 |
| IMAX | IMAX CORP | $91.40万 | 0.67% | 22,930 | -1,723 | -7.0% | -$6.87万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $87.58万 | 0.64% | 19,892 | -3,310 | -14.3% | -$14.57万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $81.60万 | 0.60% | 33,293 | -12,107 | -26.7% | -$29.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $80.72万 | 0.59% | 1,389 | -290 | -17.3% | -$16.85万 | 减仓 |
| — | AMPLIFY ETF TR | $80.59万 | 0.59% | 9,997 | -435 | -4.2% | -$3.51万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $80.10万 | 0.59% | 792 | 18 | 2.3% | $1.82万 | 加仓 |
| — | ISHARES TR | $80.00万 | 0.58% | 17,125 | -37,526 | -68.7% | -$175.31万 | 减仓 |
| KLAC | KLA CORP | $78.75万 | 0.58% | 2,610 | -680 | -20.7% | -$20.52万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $69.66万 | 0.51% | 1,356 | -858 | -38.8% | -$44.07万 | 减仓 |
| GOOG | ALPHABET INC | $59.18万 | 0.43% | 1,675 | -8 | -0.5% | -$2,826 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $55.73万 | 0.41% | 16,074 | -20,216 | -55.7% | -$70.09万 | 减仓 |
| AGZ | ISHARES TR | $55.18万 | 0.40% | 5,050 | -3,167 | -38.5% | -$34.61万 | 减仓 |
| — | ELECTRONIC ARTS INC | $55.11万 | 0.40% | 2,688 | -39 | -1.4% | -$7,997 | 减仓 |
| THG | HANOVER INS GROUP INC | $54.84万 | 0.40% | 2,561 | 2,561 | — | $54.84万 | 新建仓 |
| MUB | ISHARES TR | $53.43万 | 0.39% | 4,965 | -13 | -0.3% | -$1,399 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $44.70万 | 0.33% | 2,170 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $44.00万 | 0.32% | 1,974 | -1,408 | -41.6% | -$31.39万 | 减仓 |
| USB | US BANCORP | $43.21万 | 0.32% | 7,153 | 62 | 0.9% | $3,745 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $42.79万 | 0.31% | 2,246 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $42.10万 | 0.31% | 573 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $41.55万 | 0.30% | 130 | -31 | -19.3% | -$9.91万 | 减仓 |
| FTDR | FRONTDOOR INC | $40.76万 | 0.30% | 5,253 | 5,253 | — | $40.76万 | 新建仓 |
| IOT | SAMSARA INC | $38.38万 | 0.28% | 11,836 | -1,710 | -12.6% | -$5.55万 | 减仓 |
| VITL | VITAL FARMS INC | $36.07万 | 0.26% | 31,018 | 17,402 | 127.8% | $20.24万 | 加仓 |
| MELI | MERCADOLIBRE INC | $35.99万 | 0.26% | 212 | 23 | 12.2% | $3.90万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $34.78万 | 0.25% | 6,367 | 1,457 | 29.7% | $7.96万 | 加仓 |
| TER | TERADYNE INC | $34.06万 | 0.25% | 704 | -107 | -13.2% | -$5.18万 | 减仓 |
| CTRE | CARETRUST REIT INC | $33.98万 | 0.25% | 8,421 | -503 | -5.6% | -$2.03万 | 减仓 |
| PNR | PENTAIR PLC | $33.92万 | 0.25% | 4,425 | -1,975 | -30.9% | -$15.14万 | 减仓 |
| DBEF | DBX ETF TR | $33.42万 | 0.24% | 6,118 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $33.01万 | 0.24% | 1,860 | 1,860 | — | $33.01万 | 新建仓 |
| CSCO | CISCO SYS INC | $32.51万 | 0.24% | 2,768 | -876 | -24.0% | -$10.29万 | 减仓 |
| NOW | SERVICENOW INC | $32.50万 | 0.24% | 3,274 | -1,080 | -24.8% | -$10.72万 | 减仓 |
| FSLR | FIRST SOLAR INC | $31.72万 | 0.23% | 1,344 | 1,344 | — | $31.72万 | 新建仓 |
| XJH | ISHARES TR | $30.92万 | 0.23% | 5,929 | -945 | -13.7% | -$4.93万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.50万 | 0.22% | 767 | -229 | -23.0% | -$9.11万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $30.50万 | 0.22% | 621 | 57 | 10.1% | $2.80万 | 加仓 |
| INTU | INTUIT | $29.99万 | 0.22% | 1,149 | 311 | 37.1% | $8.12万 | 加仓 |
| AFL | AFLAC INC | $29.03万 | 0.21% | 2,476 | 2,476 | — | $29.03万 | 新建仓 |
| INGR | INGREDION INC | $28.14万 | 0.21% | 2,971 | 1,008 | 51.3% | $9.55万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $26.33万 | 0.19% | 574 | -437 | -43.2% | -$20.05万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.12万 | 0.19% | 6,170 | 6,170 | — | $26.12万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $25.96万 | 0.19% | 8,996 | 8,996 | — | $25.96万 | 新建仓 |
| GLD | SPDR GOLD TR | $25.60万 | 0.19% | 695 | -7 | -1.0% | -$2,579 | 减仓 |
| GEV | GE VERNOVA INC | $25.14万 | 0.18% | 214 | 214 | — | $25.14万 | 新建仓 |
| EQIX | EQUINIX INC | $24.00万 | 0.18% | 230 | -64 | -21.8% | -$6.68万 | 减仓 |
| INTC | INTEL CORP | $23.12万 | 0.17% | 1,656 | 1,656 | — | $23.12万 | 新建仓 |
| NFLX | NETFLIX INC. | $22.57万 | 0.17% | 3,161 | 31 | 1.0% | $2,213 | 加仓 |
| CB | CHUBB LIMITED | $22.49万 | 0.16% | 660 | -368 | -35.8% | -$12.54万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $22.03万 | 0.16% | 810 | 810 | — | $22.03万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $21.89万 | 0.16% | 2,260 | -597 | -20.9% | -$5.78万 | 减仓 |
| RDN | RADIAN GROUP INC | $21.61万 | 0.16% | 5,736 | 5,736 | — | $21.61万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $21.37万 | 0.16% | 4,114 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $21.09万 | 0.15% | 745 | -1 | -0.1% | -$283 | 减仓 |
| MMM | 3M CO | $21.02万 | 0.15% | 1,298 | -7 | -0.5% | -$1,133 | 重新持有 |
| MSCI | MSCI INC | $21.00万 | 0.15% | 375 | -4 | -1.1% | -$2,240 | 减仓 |
| ESML | ISHARES TR | $20.54万 | 0.15% | 3,673 | -611 | -14.3% | -$3.42万 | 减仓 |
| BBD | BANCO BRADESCO S A | $8.10万 | 0.06% | 23,346 | -5,099 | -17.9% | -$1.77万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $8.03万 | 0.06% | 13,770 | 13,770 | — | $8.03万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -33,146 | -100.0% | -$49.39万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -7,386 | -100.0% | -$44.80万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -15,864 | -100.0% | -$38.01万 | 清仓 |
| GOLF | ACUSHNET HLDGS CORP | $0 | 0.00% | 0 | -3,570 | -100.0% | -$33.37万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -16,828 | -100.0% | -$32.24万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -1,042 | -100.0% | -$31.34万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -156 | -100.0% | -$29.40万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -226 | -100.0% | -$28.50万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -1,384 | -100.0% | -$28.26万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -2,833 | -100.0% | -$26.44万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -3,868 | -100.0% | -$26.31万 | 清仓 |
| SUI | SUN CMNTYS INC | $0 | 0.00% | 0 | -2,025 | -100.0% | -$25.50万 | 清仓 |