Imprint Wealth LLC
MOUNT PLEASANT SC · SEC CIK 0001972653
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC COM | $2,552 | 0.01% | 6 | -12 | -66.7% | -$5,104 | 减仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $2,612 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $2,614 | 0.01% | 25 | -35 | -58.3% | -$3,660 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $2,633 | 0.01% | 16 | -79 | -83.2% | -$1.30万 | 减仓 |
| SSB | SOUTHSTATE BK CORP COM | $2,776 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $2,868 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $2,871 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $2,945 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $3,008 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3,038 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $3,097 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $3,126 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP COM | $3,203 | 0.01% | 3 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $3,214 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $3,225 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $3,232 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3,291 | 0.02% | 31 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $3,370 | 0.02% | 17 | -43 | -71.7% | -$8,524 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $3,371 | 0.02% | 17 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $3,428 | 0.02% | 29 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $3,447 | 0.02% | 15 | -28 | -65.1% | -$6,434 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $3,531 | 0.02% | 37 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $3,536 | 0.02% | 28 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $3,591 | 0.02% | 15 | 0 | 0.0% | — | 不变 |
| DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $3,762 | 0.02% | 65 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $3,774 | 0.02% | 24 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $3,851 | 0.02% | 85 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $3,921 | 0.02% | 4 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $3,922 | 0.02% | 23 | 0 | 0.0% | — | 不变 |
| SNTH | MRP SYNTHEQUITY ETF | $3,962 | 0.02% | 151 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $4,059 | 0.02% | 15 | -32 | -68.1% | -$8,659 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $4,061 | 0.02% | 41 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $4,210 | 0.02% | 1 | -3 | -75.0% | -$1.26万 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $4,249 | 0.02% | 85 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $4,335 | 0.02% | 71 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $4,339 | 0.02% | 22 | -0 | -2.2% | -$99 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $4,453 | 0.02% | 14 | -1,887 | -99.3% | -$60.02万 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $4,529 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $4,725 | 0.02% | 97 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $4,876 | 0.02% | 24 | -20 | -45.5% | -$4,063 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $4,936 | 0.02% | 45 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $4,938 | 0.02% | 17 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $5,024 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $5,130 | 0.02% | 89 | -76 | -46.1% | -$4,381 | 减仓 |
| INTU | INTUIT COM | $5,189 | 0.02% | 12 | -7 | -36.8% | -$3,027 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $5,223 | 0.02% | 28 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $5,274 | 0.02% | 95 | -627 | -86.8% | -$3.48万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $5,280 | 0.02% | 40 | -56 | -58.3% | -$7,392 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $5,291 | 0.02% | 32 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $5,339 | 0.02% | 52 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $5,407 | 0.02% | 11 | -25 | -69.4% | -$1.23万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $5,408 | 0.02% | 17 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $5,440 | 0.02% | 9 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $5,467 | 0.02% | 5 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $5,503 | 0.03% | 42 | -44 | -51.2% | -$5,765 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $5,548 | 0.03% | 64 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $5,586 | 0.03% | 21 | -42 | -66.7% | -$1.12万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $5,730 | 0.03% | 51 | 7 | 15.9% | $786 | 加仓 |
| BLK | BLACKROCK INC COM | $5,770 | 0.03% | 6 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $5,915 | 0.03% | 91 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $6,064 | 0.03% | 28 | -23 | -45.1% | -$4,981 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $6,111 | 0.03% | 151 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $6,272 | 0.03% | 45 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $6,362 | 0.03% | 82 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $6,369 | 0.03% | 80 | -142 | -64.0% | -$1.13万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $6,733 | 0.03% | 42 | -17 | -28.8% | -$2,725 | 减仓 |
| CME | CME GROUP INC COM | $6,793 | 0.03% | 23 | -9 | -28.1% | -$2,658 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $6,804 | 0.03% | 237 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $6,977 | 0.03% | 58 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $7,075 | 0.03% | 34 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $7,122 | 0.03% | 171 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $7,225 | 0.03% | 26 | -13 | -33.3% | -$3,612 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $7,344 | 0.03% | 62 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $7,496 | 0.03% | 103 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $7,544 | 0.03% | 425 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $7,604 | 0.03% | 32 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $7,614 | 0.03% | 9 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $7,764 | 0.04% | 32 | -11 | -25.6% | -$2,669 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $7,878 | 0.04% | 172 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $7,879 | 0.04% | 139 | -900 | -86.6% | -$5.10万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $7,916 | 0.04% | 39 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $8,003 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $8,143 | 0.04% | 80 | -48 | -37.5% | -$4,886 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $8,485 | 0.04% | 528 | 528 | — | $8,485 | 新建仓 |
| HD | HOME DEPOT INC COM | $8,551 | 0.04% | 26 | 0 | 0.0% | — | 不变 |
| JPIE | JPMORGAN INCOME ETF | $8,569 | 0.04% | 186 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $9,031 | 0.04% | 43 | -14 | -24.6% | -$2,940 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $9,707 | 0.04% | 50 | -71 | -58.7% | -$1.38万 | 减仓 |
| BAX | BAXTER INTL INC COM | $9,761 | 0.04% | 581 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $9,923 | 0.05% | 86 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC COM | $9,927 | 0.05% | 16,363 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $1.00万 | 0.05% | 46 | -79 | -63.2% | -$1.72万 | 减仓 |
| — | HONEYWELL INTL INC COM | $1.02万 | 0.05% | 45 | -30 | -40.0% | -$6,781 | 减仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $1.03万 | 0.05% | 201 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $1.04万 | 0.05% | 100 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $1.05万 | 0.05% | 16 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $1.06万 | 0.05% | 47 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $1.06万 | 0.05% | 35 | -26 | -42.6% | -$7,865 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $1.10万 | 0.05% | 127 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $1.10万 | 0.05% | 176 | 0 | 0.0% | — | 不变 |