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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP COM | $1.10万 | 0.05% | 75 | -10 | -11.8% | -$1,471 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1.15万 | 0.05% | 54 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $1.17万 | 0.05% | 121 | -123 | -50.4% | -$1.19万 | 减仓 |
| GLW | CORNING INC COM | $1.18万 | 0.05% | 87 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $1.20万 | 0.05% | 128 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1.21万 | 0.06% | 297 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $1.23万 | 0.06% | 97 | 9 | 10.2% | $1,137 | 加仓 |
| TJX | TJX COS INC NEW COM | $1.23万 | 0.06% | 77 | -92 | -54.4% | -$1.47万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.27万 | 0.06% | 130 | -1 | -0.8% | -$98 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $1.29万 | 0.06% | 88 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1.30万 | 0.06% | 159 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $1.35万 | 0.06% | 270 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $1.37万 | 0.06% | 95 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.38万 | 0.06% | 114 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $1.38万 | 0.06% | 150 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.40万 | 0.06% | 107 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1.40万 | 0.06% | 153 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.41万 | 0.06% | 36 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.41万 | 0.06% | 308 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $1.43万 | 0.07% | 40 | -49 | -55.1% | -$1.75万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $1.49万 | 0.07% | 317 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1.50万 | 0.07% | 23 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $1.60万 | 0.07% | 83 | -29 | -25.9% | -$5,594 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $1.68万 | 0.08% | 181 | 19 | 11.7% | $1,765 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $1.74万 | 0.08% | 173 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $1.79万 | 0.08% | 331 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1.79万 | 0.08% | 18 | -5 | -21.7% | -$4,982 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1.81万 | 0.08% | 39 | -2,186 | -98.2% | -$101.25万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $1.83万 | 0.08% | 138 | 0 | 0.0% | — | 不变 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $1.83万 | 0.08% | 354 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $1.84万 | 0.08% | 61 | -19 | -23.8% | -$5,743 | 减仓 |
| PEP | PEPSICO INC COM | $2.07万 | 0.09% | 133 | -46 | -25.7% | -$7,143 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $2.16万 | 0.10% | 90 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2.24万 | 0.10% | 731 | 731 | — | $2.24万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $2.29万 | 0.10% | 150 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $2.31万 | 0.11% | 149 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A | $2.46万 | 0.11% | 317 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $2.48万 | 0.11% | 172 | -38 | -18.1% | -$5,489 | 减仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $2.71万 | 0.12% | 583 | 48 | 9.0% | $2,233 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $2.73万 | 0.12% | 543 | 0 | 0.0% | — | 不变 |
| BIDD | ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF | $2.76万 | 0.13% | 972 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $2.92万 | 0.13% | 223 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $3.10万 | 0.14% | 1,429 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $3.13万 | 0.14% | 1,398 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $3.62万 | 0.17% | 476 | -65 | -12.0% | -$4,943 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $3.79万 | 0.17% | 1,250 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $3.92万 | 0.18% | 198 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $4.35万 | 0.20% | 931 | -1,163 | -55.5% | -$5.43万 | 减仓 |
| AVGO | BROADCOM INC COM | $4.49万 | 0.20% | 145 | -95 | -39.6% | -$2.94万 | 减仓 |
| MCD | MCDONALDS CORP COM | $4.51万 | 0.21% | 145 | -28 | -16.2% | -$8,702 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $4.56万 | 0.21% | 79 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $4.77万 | 0.22% | 195 | -95 | -32.8% | -$2.32万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $4.83万 | 0.22% | 434 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $5.06万 | 0.23% | 58 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $5.31万 | 0.24% | 982 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $5.58万 | 0.25% | 697 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $5.74万 | 0.26% | 176 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $5.94万 | 0.27% | 207 | 21 | 11.3% | $6,024 | 加仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $6.06万 | 0.28% | 723 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $6.12万 | 0.28% | 1,041 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $6.22万 | 0.28% | 836 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $6.67万 | 0.30% | 750 | 49 | 7.0% | $4,361 | 加仓 |
| QCOM | QUALCOMM INC COM | $6.74万 | 0.31% | 523 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $7.49万 | 0.34% | 150 | -32 | -17.6% | -$1.60万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $7.83万 | 0.36% | 276 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $7.85万 | 0.36% | 1,118 | 0 | 0.0% | — | 不变 |
| — | ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF | $7.89万 | 0.36% | 2,570 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $8.09万 | 0.37% | 88 | -18 | -17.0% | -$1.66万 | 减仓 |
| SSO | PROSHARES ULTRA S&P 500 | $8.39万 | 0.38% | 1,618 | -148 | -8.4% | -$7,678 | 减仓 |
| GLD | SPDR GOLD SHARES | $8.56万 | 0.39% | 199 | 53 | 36.3% | $2.28万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $9.33万 | 0.43% | 1,941 | 735 | 60.9% | $3.53万 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $10.05万 | 0.46% | 3,822 | 405 | 11.9% | $1.07万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $10.47万 | 0.48% | 487 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $11.61万 | 0.53% | 3,022 | 1,413 | 87.8% | $5.43万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $12.03万 | 0.55% | 325 | -178 | -35.4% | -$6.59万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $12.03万 | 0.55% | 2,317 | 125 | 5.7% | $6,491 | 加仓 |
| TSLA | TESLA INC COM | $13.98万 | 0.64% | 376 | -13 | -3.3% | -$4,833 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $13.98万 | 0.64% | 2,978 | 213 | 7.7% | $1.00万 | 加仓 |
| HUT | HUT 8 CORP COM | $14.13万 | 0.65% | 3,012 | 2,176 | 260.3% | $10.21万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $14.29万 | 0.65% | 2,932 | -411 | -12.3% | -$2.00万 | 减仓 |
| MP | MP MATERIALS CORP COM CL A | $15.22万 | 0.70% | 3,154 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $16.99万 | 0.78% | 7,414 | 1,810 | 32.3% | $4.15万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $17.32万 | 0.79% | 5,103 | 5,103 | — | $17.32万 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $17.96万 | 0.82% | 1,648 | 156 | 10.5% | $1.70万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $18.76万 | 0.86% | 774 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $21.03万 | 0.96% | 996 | -110 | -9.9% | -$2.32万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $21.68万 | 0.99% | 1,917 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $22.87万 | 1.04% | 2,379 | 2,229 | 1,486.0% | $21.43万 | 加仓 |
| GPC | GENUINE PARTS CO COM | $24.34万 | 1.11% | 2,302 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $24.98万 | 1.14% | 418 | -1,596 | -79.2% | -$95.37万 | 减仓 |
| — | EXXON MOBIL CORP COM | $26.70万 | 1.22% | 1,574 | -242 | -13.3% | -$4.11万 | 减仓 |
| CRH | CRH PLC ORD | $28.15万 | 1.29% | 2,678 | 0 | 0.0% | — | 不变 |
| IMMX | IMMIX BIOPHARMA INC COM | $28.47万 | 1.30% | 31,248 | 11,239 | 56.2% | $10.24万 | 加仓 |
| WMT | WALMART INC COM | $29.32万 | 1.34% | 2,359 | -145 | -5.8% | -$1.80万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $31.86万 | 1.45% | 816 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $32.78万 | 1.50% | 1,574 | -203 | -11.4% | -$4.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $33.00万 | 1.51% | 1,122 | -35 | -3.0% | -$1.03万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $37.24万 | 1.70% | 1,102 | -27 | -2.4% | -$9,125 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $38.26万 | 1.75% | 1,849 | -61 | -3.2% | -$1.26万 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $40.49万 | 1.85% | 5,715 | 2,553 | 80.7% | $18.09万 | 加仓 |