13F 机构持仓

Imprint Wealth LLC

MOUNT PLEASANT SC · SEC CIK 0001972653

2026Q22026Q1 更早 9 个季度 🔒
$2,462.56万2026Q2 申报市值
282持仓数
55.4%前十大占比 · 第一大 18.7%
24 / 41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 18.7%
DYNF 7.7%
CORO 6.3%
DLN 5.0%
NVDA 4.0%
MU 3.7%
AAPL 2.9%
BAI 2.8%
GOOGL 2.5%
IWB 1.9%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$103.19万
DLN 加仓+$48.37万
XOM 新建仓+$21.52万
IALT 新建仓+$14.08万
IUSB 加仓+$9.83万

2026Q2 卖出最多 按季末市值估算

MU 减仓-$69.37万
QUAL 减仓-$58.30万
CRH 减仓-$27.57万
EXXON MOBIL CORP 清仓-$26.70万
THRO 减仓-$24.05万

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
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $1,9840.01%57 00.0% — 不变
ASML ASML HLDG NV N Y REGISTRY SHS $1,9890.01%1 00.0% — 不变
ROP ROPER TECHNOLOGIES INC COM $2,0300.01%6 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC COM NEW $2,0760.01%5 -2-28.6% -$830 减仓
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF $2,0910.01%44 00.0% — 不变
HWM HOWMET AEROSPACE INC COM $2,1510.01%8 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION COM $2,2010.01%30 -25-45.5% -$1,834 减仓
TLH ISHARES 10-20 YEAR TREASURY BOND ETF $2,2080.01%22 00.0% — 不变
CTAS CINTAS CORP COM $2,2110.01%13 -6-31.6% -$1,020 减仓
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF $2,2950.01%117 00.0% — 不变
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF $2,3010.01%113 00.0% — 不变
COO COOPER COS INC COM $2,4380.01%34 00.0% — 不变
TT TRANE TECHNOLOGIES PLC SHS $2,4560.01%5 00.0% — 不变
DKS DICKS SPORTING GOODS INC COM $2,4950.01%11 00.0% — 不变
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $2,5530.01%12 12— $2,553 新建仓
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF $2,6010.01%140 00.0% — 不变
ADSK AUTODESK INC COM $2,9160.01%15 00.0% — 不变
SSB SOUTHSTATE BK CORP COM $2,9970.01%30 00.0% — 不变
LIN LINDE PLC SHS $3,1140.01%6 250.0% $1,038 加仓
EQIX EQUINIX INC COM $3,1270.01%3 -1-25.0% -$1,042 减仓
AJG GALLAGHER ARTHUR J & CO COM $3,2140.01%14 -14-50.0% -$3,214 减仓
MUB ISHARES NATIONAL MUNI BOND ETF $3,3360.01%31 00.0% — 不变
WM WASTE MGMT INC DEL COM $3,3430.01%15 00.0% — 不变
MS MORGAN STANLEY COM NEW $3,3450.01%16 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC COM $3,4770.01%7 00.0% — 不变
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $3,4990.01%37 00.0% — 不变
FICO FAIR ISAAC CORP COM $3,5840.01%3 00.0% — 不变
BDX BECTON DICKINSON & CO COM $3,6320.01%24 00.0% — 不变
SBUX STARBUCKS CORP COM $3,6790.01%36 00.0% — 不变
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF $3,8940.02%65 00.0% — 不变
BKR BAKER HUGHES COMPANY CL A $3,9410.02%71 00.0% — 不变
ROK ROCKWELL AUTOMATION INC COM $3,9610.02%8 00.0% — 不变
ABT ABBOTT LABORATORIES COM $3,9930.02%44 -8-15.4% -$726 减仓
SNY SANOFI SA SPONSORED ADR $4,0100.02%94 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING INC COM $4,0310.02%18 -6-25.0% -$1,344 减仓
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF $4,1340.02%51 -174-77.3% -$1.41万 重新持有
COP CONOCOPHILLIPS COM $4,1580.02%40 00.0% — 不变
AZN ASTRAZENECA PLC ORD $4,1720.02%22 00.0% — 不变
ECL ECOLAB INC COM $4,1790.02%15 -6-28.6% -$1,672 减仓
CME CME GROUP INC COM $4,1960.02%19 -4-17.4% -$883 减仓
MDLZ MONDELEZ INTL INC CL A $4,2800.02%74 -15-16.9% -$868 减仓
JMUB JPMORGAN MUNICIPAL ETF $4,3060.02%85 00.0% — 不变
UBER UBER TECHNOLOGIES INC COM $4,3300.02%60 2781.8% $1,948 加仓
OXY OCCIDENTAL PETE CORP COM $4,4200.02%91 00.0% — 不变
IQV IQVIA HLDGS INC COM $4,4440.02%23 00.0% — 不变
BKNG BOOKING HOLDINGS INC COM $4,4560.02%25 00.0% — 不变
SNTH MRP SYNTHEQUITY ETF $4,4890.02%151 00.0% — 不变
LMT LOCKHEED MARTIN CORP COM $4,5850.02%9 00.0% — 不变
CVS CVS HEALTH CORP COM $4,6550.02%45 00.0% — 不变
DOW DOW HLDGS INC COM $4,6790.02%171 00.0% — 不变
TMUS T-MOBILE US INC COM $4,8640.02%29 -14-32.6% -$2,348 减仓
HONA HONEYWELL AEROSPACE INC COM $4,8640.02%22 22— $4,864 新建仓
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF $4,8990.02%97 00.0% — 不变
HON HONEYWELL INTL INC COM $4,9260.02%22 -23-51.1% -$5,150 减仓
APD AIR PRODUCTS AND CHEMICALS INC COM $4,9840.02%17 00.0% — 不变
OEF ISHARES S&P 100 ETF $5,1220.02%14 00.0% — 不变
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND $5,2840.02%46 46— $5,284 新建仓
TMO THERMO FISHER SCIENTIFIC INC COM $5,5150.02%11 00.0% — 不变
GILD GILEAD SCIENCES INC COM $5,6850.02%45 00.0% — 不变
VONG VANGUARD RUSSELL 1000 GROWTH ETF $5,7510.02%45 00.0% — 不变
BLK BLACKROCK INC COM $5,7690.02%6 00.0% — 不变
PM PHILIP MORRIS INTL INC COM $5,7890.02%32 00.0% — 不变
CMCSA COMCAST CORP NEW CL A $5,8180.02%237 00.0% — 不变
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $5,8390.02%95 00.0% — 不变
ETR ENTERGY CORP NEW COM $5,8580.02%51 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC COM $5,8830.02%43 -180-80.7% -$2.46万 减仓
CDNS CADENCE DESIGN SYSTEM INC COM $6,0050.02%16 -10-38.5% -$3,753 减仓
EMR EMERSON ELEC CO COM $6,0120.02%42 00.0% — 不变
AEM AGNICO EAGLE MINES LTD COM $6,0500.02%39 00.0% — 不变
MRK MERCK & CO INC COM $6,1680.03%48 -10-17.2% -$1,285 减仓
UNH UNITEDHEALTH GROUP INC COM $6,2340.03%15 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW COM $6,2620.03%28 00.0% — 不变
BN BROOKFIELD CORP CL A LTD VT SH $6,4310.03%151 00.0% — 不变
WFC WELLS FARGO & CO COM $6,6110.03%80 00.0% — 不变
ADI ANALOG DEVICES INC COM $6,7520.03%17 00.0% — 不变
HD HOME DEPOT INC COM $7,4060.03%21 -5-19.2% -$1,763 减仓
IHI ISHARES U.S. MEDICAL DEVICES ETF $7,4120.03%150 00.0% — 不变
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF $7,5990.03%425 00.0% — 不变
WMB WILLIAMS COS INC COM $7,6570.03%103 00.0% — 不变
DD DUPONT DE NEMOURS INC COMMON STOCK $7,7310.03%57 -115-66.9% -$1.56万 减仓
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $7,8510.03%139 00.0% — 不变
PNC PNC FINL SVCS GROUP INC COM $8,3710.03%34 00.0% — 不变
VO VANGUARD MORNINGSTAR MID-CAP ETF $8,3790.03%104 1002,500.0% $8,057 加仓
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $8,4740.03%62 00.0% — 不变
JPIE JPMORGAN INCOME ETF $8,5650.03%186 00.0% — 不变
UNP UNION PAC CORP COM $8,7040.04%32 00.0% — 不变
ICVT ISHARES CONVERTIBLE BOND ETF $8,8870.04%73 -7-8.8% -$852 减仓
GS GOLDMAN SACHS GROUP INC COM $9,1020.04%9 00.0% — 不变
RMD RESMED INC COM $9,1590.04%47 00.0% — 不变
XSSPX NUVEEN S&P 500 DYNAMIC OVERWRI COM $9,4690.04%508 -20-3.8% -$373 减仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $9,5180.04%211 00.0% — 不变
CLX CLOROX CO DEL COM $9,5440.04%100 00.0% — 不变
CSCO CISCO SYS INC COM $9,6320.04%82 00.0% — 不变
QQQM INVESCO NASDAQ 100 ETF $9,6950.04%32 00.0% — 不变
ABBV ABBVIE INC COM $9,8140.04%39 -7-15.2% -$1,761 减仓
MDT MEDTRONIC PLC SHS $9,9350.04%127 00.0% — 不变
IVE ISHARES S&P 500 VALUE ETF $9,9910.04%44 -952-95.6% -$21.62万 减仓
CRH CRH PLC ORD $1.08万0.04%101 -2,577-96.2% -$27.57万 减仓
SO SOUTHERN CO COM $1.16万0.05%121 00.0% — 不变
SCHW CHARLES SCHWAB CORP (THE) COM $1.18万0.05%128 00.0% — 不变