IMPACTfolio, LLC
DENVER CO · SEC CIK 0001896447
$2.66亿2026Q2 申报市值
37持仓数
92.6%前十大占比 · 第一大 24.9%
2 / 0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
ESGD 加仓+$105.09万
EUSB 加仓+$75.72万
ESGE 加仓+$68.62万
AMD 新建仓+$34.85万
CGMU 加仓+$34.60万
2026Q2 卖出最多 按季末市值估算
ESGU 减仓-$26.27万
AAPL 减仓-$5.73万
ESGV 减仓-$3.83万
VTI 减仓-$2.59万
AMAT 减仓-$2.46万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | $6,604.58万 | 24.87% | 499,439 | -290 | -0.1% | -$3.83万 | 减仓 |
| ESGD | ISHARES TR | $4,424.36万 | 16.66% | 430,343 | 10,222 | 2.4% | $105.09万 | 加仓 |
| ESGU | ISHARES TR | $4,252.93万 | 16.02% | 259,848 | -1,605 | -0.6% | -$26.27万 | 减仓 |
| EUSB | ISHARES TR | $2,772.66万 | 10.44% | 638,127 | 17,427 | 2.8% | $75.72万 | 加仓 |
| ESGE | ISHARES INC | $2,724.53万 | 10.26% | 498,176 | 12,547 | 2.6% | $68.62万 | 加仓 |
| SUSC | ISHARES TR | $1,429.78万 | 5.38% | 617,579 | 14,182 | 2.4% | $32.83万 | 加仓 |
| MUB | ISHARES TR | $746.35万 | 2.81% | 69,350 | 1,948 | 2.9% | $20.96万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $615.90万 | 2.32% | 224,209 | 12,595 | 6.0% | $34.60万 | 加仓 |
| AAPL | APPLE INC | $558.70万 | 2.10% | 19,308 | -198 | -1.0% | -$5.73万 | 减仓 |
| SUSB | ISHARES TR | $452.91万 | 1.71% | 181,238 | 4,542 | 2.6% | $11.35万 | 加仓 |
| SMB | VANECK ETF TRUST | $302.80万 | 1.14% | 174,525 | 1,601 | 0.9% | $2.78万 | 加仓 |
| NUSC | NUSHARES ETF TR | $240.32万 | 0.91% | 46,108 | 483 | 1.1% | $2.52万 | 加仓 |
| AMAT | APPLIED MATLS INC | $177.71万 | 0.67% | 2,458 | -34 | -1.4% | -$2.46万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $133.43万 | 0.50% | 1,943 | 142 | 7.9% | $9.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $127.03万 | 0.48% | 3,406 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $123.04万 | 0.46% | 3,325 | -70 | -2.1% | -$2.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $87.77万 | 0.33% | 1,175 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $72.02万 | 0.27% | 2,300 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $70.87万 | 0.27% | 1,258 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $58.68万 | 0.22% | 4,996 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $55.22万 | 0.21% | 1,754 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $48.04万 | 0.18% | 401 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $44.31万 | 0.17% | 1,761 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $43.36万 | 0.16% | 579 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $38.73万 | 0.15% | 1,625 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $36.89万 | 0.14% | 3,087 | -121 | -3.8% | -$1.45万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.85万 | 0.13% | 600 | 600 | — | $34.85万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $34.67万 | 0.13% | 1,059 | -30 | -2.8% | -$9,823 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $34.57万 | 0.13% | 1,361 | -10 | -0.7% | -$2,540 | 减仓 |
| CMF | ISHARES TR | $33.46万 | 0.13% | 5,805 | 140 | 2.5% | $8,070 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.60万 | 0.12% | 1,293 | -29 | -2.2% | -$6,863 | 减仓 |
| AMGN | AMGEN INC | $25.35万 | 0.10% | 700 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $23.98万 | 0.09% | 680 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $23.98万 | 0.09% | 2,784 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $23.80万 | 0.09% | 4,090 | -39 | -0.9% | -$2,270 | 减仓 |
| MA | MASTERCARD INCORPORATED | $21.81万 | 0.08% | 425 | -5 | -1.2% | -$2,565 | 减仓 |
| AVGO | BROADCOM INC | $21.57万 | 0.08% | 571 | 571 | — | $21.57万 | 新建仓 |