13F 机构持仓

Imprint Wealth LLC

MOUNT PLEASANT SC · SEC CIK 0001972653

2026Q22026Q1 更早 9 个季度 🔒
$2,190.01万2026Q1 申报市值
298持仓数
48.6%前十大占比 · 第一大 14.2%
7 / 15新建仓 / 清仓
申报市值走势$2,462.56万2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 14.2%
DYNF 8.0%
CORO 6.1%
NVDA 3.9%
AAPL 3.3%
DLN 3.2%
QUAL 2.9%
BAI 2.6%
THRO 2.3%
GOOGL 2.2%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$134.29万
SPYM 加仓+$122.49万
BLCR 新建仓+$41.33万
DYNF 加仓+$35.28万
DLN 加仓+$27.92万

2026Q1 卖出最多 按季末市值估算

DIA 减仓-$101.25万
VOO 减仓-$95.37万
OEF 减仓-$60.02万
NVDA 减仓-$15.71万
AAPL 减仓-$15.46万

2026Q1 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
KWEB KRANESHARES CSI CHINA INTERNET ETF $00.00%0 -3,193-100.0% -$10.87万 清仓
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF $00.00%0 —— — 申报中断
— NUVEEN S&P 500 BUY-WRITE INCOM COM $00.00%0 -630-100.0% -$9,261 清仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $00.00%0 -15-100.0% -$7,540 清仓
TRV TRAVELERS COMPANIES INC COM $00.00%0 -23-100.0% -$6,671 清仓
BA BOEING CO COM $00.00%0 -24-100.0% -$5,211 清仓
VMC VULCAN MATLS CO COM $00.00%0 -18-100.0% -$5,134 清仓
IXN ISHARES GLOBAL TECH ETF $00.00%0 -38-100.0% -$3,990 清仓
SPHB INVESCO S&P 500 HIGH BETA ETF $00.00%0 -32-100.0% -$3,743 清仓
KMI KINDER MORGAN INC DEL COM $00.00%0 -129-100.0% -$3,546 清仓
AMT AMERICAN TOWER CORP COM $00.00%0 -19-100.0% -$3,336 清仓
MRSH MARSH & MCLENNAN COS INC COM $00.00%0 -15-100.0% -$2,783 清仓
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $00.00%0 -9-100.0% -$2,004 清仓
BJ BJS WHSL CLUB HLDGS INC COM $00.00%0 -22-100.0% -$1,981 清仓
IP INTERNATIONAL PAPER CO COM $00.00%0 -47-100.0% -$1,851 清仓
LEN LENNAR CORP CL A $00.00%0 -15-100.0% -$1,542 清仓
MBB ISHARES MBS ETF $950.00%1 00.0% — 不变
IT GARTNER INC COM $1580.00%1 00.0% — 不变
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF $2190.00%1 00.0% — 不变
VB VANGUARD SMALL-CAP ETF $2620.00%1 00.0% — 不变
IAU ISHARES GOLD TRUST $2640.00%3 00.0% — 不变
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF $2770.00%6 00.0% — 不变
VO VANGUARD MID-CAP ETF $2870.00%1 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC COM CL A $2960.00%8 8— $296 新建仓
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $3000.00%6 00.0% — 不变
POOL POOL CORP COM $4050.00%2 00.0% — 不变
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $5130.00%8 00.0% — 不变
TTD THE TRADE DESK INC COM CL A $5450.00%24 00.0% — 不变
SIVR ABRDN PHYSICAL SILVER SHARES ETF $5730.00%8 -863-99.1% -$6.18万 减仓
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF $5830.00%20 00.0% — 不变
WCN WASTE CONNECTIONS INC COM $6500.00%4 -30-88.2% -$4,875 减仓
BR BROADRIDGE FINL SOLUTIONS INC COM $6500.00%4 00.0% — 不变
IFRA ISHARES U.S. INFRASTRUCTURE ETF $6860.00%12 00.0% — 不变
— THOMSON REUTERS CORP COM $7200.00%8 00.0% — 不变
XME STATE STREET SPDR S&P METALS & MINING ETF $7560.00%7 00.0% — 不变
MKC MCCORMICK & CO INC COM NON VTG $7570.00%15 -61-80.3% -$3,078 减仓
ITW ILLINOIS TOOL WKS INC COM $7810.00%3 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE INC COM $7860.00%5 -22-81.5% -$3,458 减仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $8380.00%11 -7-38.9% -$533 减仓
SHYM ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF $8810.00%40 00.0% — 不变
WAT WATERS CORP COM $8930.00%3 3— $893 新建仓
IYW ISHARES U.S. TECHNOLOGY ETF $9070.00%5 -18-78.3% -$3,265 减仓
BSX BOSTON SCIENTIFIC CORP COM $9410.00%15 -91-85.8% -$5,709 减仓
JKHY HENRY JACK & ASSOC INC COM $9480.00%6 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A SHS $9700.00%2 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE INC COM $9770.00%5 -25-83.3% -$4,885 减仓
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $9770.00%14 00.0% — 不变
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF $1,0540.00%11 00.0% — 不变
SNOW SNOWFLAKE INC COM SHS $1,0560.00%7 00.0% — 不变
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $1,0670.00%9 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW COM $1,0890.00%8 00.0% — 不变
GBIL ACCESS TREASURY 0-1 YEAR ETF $1,1020.01%11 00.0% — 不变
STE STERIS PLC SHS USD $1,1060.01%5 00.0% — 不变
IOT SAMSARA INC COM CL A $1,1090.01%35 00.0% — 不变
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF $1,1550.01%25 00.0% — 不变
EOG EOG RES INC COM $1,1570.01%8 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC COM $1,1770.01%2 -14-87.5% -$8,239 减仓
SHOP SHOPIFY INC CL A SUB VTG SHS $1,1860.01%10 00.0% — 不变
EQT EQT CORP COM $1,2090.01%19 -23-54.8% -$1,464 减仓
EFX EQUIFAX INC COM $1,2600.01%7 00.0% — 不变
NDAQ NASDAQ INC COM $1,2730.01%15 00.0% — 不变
ASML ASML HLDG NV N Y REGISTRY SHS $1,3210.01%1 -13-92.9% -$1.72万 减仓
CTVA CORTEVA INC COM $1,4230.01%17 00.0% — 不变
CSX CSX CORP COM $1,4370.01%35 -179-83.6% -$7,349 减仓
DIS DISNEY WALT CO COM $1,4460.01%15 -128-89.5% -$1.23万 减仓
SNA SNAP ON INC COM $1,4530.01%4 00.0% — 不变
WSO WATSCO INC COM $1,4550.01%4 00.0% — 不变
VLTO VERALTO CORP COM SHS $1,5030.01%17 00.0% — 不变
WEC WEC ENERGY GROUP INC COM $1,5050.01%13 -11-45.8% -$1,273 减仓
HLT HILTON WORLDWIDE HLDGS INC COM $1,5200.01%5 -25-83.3% -$7,600 减仓
RSG REPUBLIC SVCS INC COM $1,5330.01%7 00.0% — 不变
DT DYNATRACE INC COM NEW $1,5530.01%42 00.0% — 不变
SHW SHERWIN WILLIAMS CO COM $1,6030.01%5 -8-61.5% -$2,565 减仓
CMG CHIPOTLE MEXICAN GRILL INC COM $1,6650.01%52 00.0% — 不变
FAST FASTENAL CO COM $1,6700.01%36 00.0% — 不变
VXX IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN $1,6780.01%47 00.0% — 不变
— NEOS S&P 500 HEDGED EQUITY INCOME ETF $1,7360.01%33 00.0% — 不变
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $1,7390.01%57 00.0% — 不变
GIS GENERAL MILLS INC COM $1,7490.01%47 00.0% — 不变
HWM HOWMET AEROSPACE INC COM $1,8440.01%8 -42-84.0% -$9,681 减仓
LOW LOWES COS INC COM $1,8900.01%8 -45-84.9% -$1.06万 减仓
SYK STRYKER CORPORATION COM $1,9720.01%6 -29-82.9% -$9,531 减仓
LIN LINDE PLC SHS $1,9830.01%4 -28-87.5% -$1.39万 减仓
ATO ATMOS ENERGY CORP COM $2,0320.01%11 00.0% — 不变
TT TRANE TECHNOLOGIES PLC SHS $2,0840.01%5 -17-77.3% -$7,086 减仓
VRSK VERISK ANALYTICS INC COM $2,0870.01%11 00.0% — 不变
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF $2,0940.01%44 00.0% — 不变
ROP ROPER TECHNOLOGIES INC COM $2,1230.01%6 00.0% — 不变
DKS DICKS SPORTING GOODS INC COM $2,1810.01%11 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION CL A COM STK $2,1820.01%20 00.0% — 不变
CASY CASEYS GEN STORES INC COM $2,1840.01%3 00.0% — 不变
ADBE ADOBE INC COM $2,1880.01%9 00.0% — 不变
TLH ISHARES 10-20 YEAR TREASURY BOND ETF $2,2160.01%22 00.0% — 不变
DHR DANAHER CORP DEL COM $2,2750.01%12 00.0% — 不变
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF $2,2960.01%117 00.0% — 不变
ISRG INTUITIVE SURGICAL INC COM NEW $2,3050.01%5 00.0% — 不变
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF $2,3080.01%113 00.0% — 不变
UBER UBER TECHNOLOGIES INC COM $2,3740.01%33 00.0% — 不变
COO COOPER COS INC COM $2,4310.01%34 00.0% — 不变
DDOG DATADOG INC CL A COM $2,4790.01%21 00.0% — 不变