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
AXP AMERICAN EXPRESS CO COM $1.18万0.05%35 00.0% — 不变
ORCL ORACLE CORP COM $1.19万0.05%81 68.0% $879 加仓
IVV ISHARES CORE S&P 500 ETF $1.20万0.05%16 00.0% — 不变
PAAS PAN AMERN SILVER CORP COM $1.20万0.05%269 269— $1.20万 新建仓
BAX BAXTER INTL INC COM $1.24万0.05%581 00.0% — 不变
HYMC HYCROFT MINING HOLDING CORP CL A NEW $1.24万0.05%530 530— $1.24万 新建仓
— HUMACYTE INC COM $1.28万0.05%16,363 00.0% — 不变
TJX TJX COS INC NEW COM $1.29万0.05%85 810.4% $1,212 加仓
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $1.31万0.05%297 00.0% — 不变
TXN TEXAS INSTRS INC COM $1.31万0.05%44 -6-12.0% -$1,788 减仓
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $1.32万0.05%159 00.0% — 不变
DUK DUKE ENERGY CORP NEW COM NEW $1.35万0.05%107 00.0% — 不变
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF $1.37万0.06%270 00.0% — 不变
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $1.40万0.06%88 00.0% — 不变
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $1.40万0.06%308 00.0% — 不变
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF $1.40万0.06%153 00.0% — 不变
Q QNITY ELECTRONICS INC COMMON STOCK $1.40万0.06%86 00.0% — 不变
IWV ISHARES RUSSELL 3000 ETF $1.45万0.06%34 34— $1.45万 新建仓
PAYX PAYCHEX INC COM $1.48万0.06%150 00.0% — 不变
TGT TARGET CORP COM $1.49万0.06%114 00.0% — 不变
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $1.55万0.06%130 00.0% — 不变
APH AMPHENOL CORP CL A $1.57万0.06%89 -8-8.2% -$1,411 减仓
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $1.58万0.06%176 00.0% — 不变
NEE NEXTERA ENERGY INC COM $1.59万0.06%181 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION COM $1.59万0.06%17 -1-5.6% -$935 减仓
PANW PALO ALTO NETWORKS INC COM $1.60万0.07%47 511.9% $1,705 加仓
RTX RTX CORPORATION COM $1.61万0.07%85 22.4% $379 加仓
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $1.70万0.07%95 00.0% — 不变
ETN EATON CORP PLC SHS $1.70万0.07%40 00.0% — 不变
SPY STATE STREET SPDR S&P 500 ETF $1.72万0.07%23 00.0% — 不变
CLOA ISHARES AAA CLO ACTIVE ETF $1.74万0.07%335 -19-5.4% -$986 减仓
V VISA INC COM CL A $1.78万0.07%52 -9-14.8% -$3,088 减仓
ENB ENBRIDGE INC COM $1.79万0.07%331 00.0% — 不变
PEP PEPSICO INC COM $1.80万0.07%133 00.0% — 不变
VZLA VIZSLA SILVER CORP COM NEW $1.89万0.08%5,739 5,739— $1.89万 新建仓
LH LABCORP HOLDINGS INC COM SHS $1.99万0.08%71 71— $1.99万 新建仓
IJK ISHARES S&P MID-CAP 400 GROWTH ETF $2.03万0.08%173 00.0% — 不变
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $2.04万0.08%138 00.0% — 不变
FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A $2.19万0.09%712 -4,391-86.0% -$13.49万 减仓
VZ VERIZON COMMUNICATIONS INC COM $2.21万0.09%521 -22-4.1% -$931 减仓
GLW CORNING INC COM $2.22万0.09%87 00.0% — 不变
SCHD SCHWAB US DIVIDEND EQUITY ETF $2.34万0.09%737 60.8% $190 加仓
LRCX LAM RESEARCH CORP COM NEW $2.34万0.10%54 00.0% — 不变
NVS NOVARTIS AG SPONSORED ADR $2.35万0.10%150 00.0% — 不变
VPU VANGUARD UTILITIES ETF $2.37万0.10%121 -77-38.9% -$1.51万 减仓
PG PROCTER & GAMBLE CO COM $2.43万0.10%166 -6-3.5% -$880 减仓
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST $2.51万0.10%48 923.1% $4,702 加仓
SSRM SSR MINING IN COM $2.62万0.11%925 925— $2.62万 新建仓
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF $2.74万0.11%80 -10-11.1% -$3,428 减仓
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF $2.78万0.11%594 111.9% $514 加仓
IUSG ISHARES CORE S&P U.S. GROWTH ETF $2.80万0.11%149 00.0% — 不变
BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF $2.92万0.12%972 00.0% — 不变
EFG ISHARES MSCI EAFE GROWTH ETF $3.09万0.13%248 -186-42.9% -$2.31万 减仓
BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF $3.11万0.13%1,429 00.0% — 不变
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF $3.12万0.13%1,398 00.0% — 不变
CRWV COREWEAVE INC COM CL A $3.16万0.13%317 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $3.47万0.14%36 00.0% — 不变
MCD MCDONALDS CORP COM $3.84万0.16%142 -3-2.1% -$811 减仓
KO COCA COLA CO COM $3.87万0.16%476 00.0% — 不变
STIP ISHARES 0-5 YEAR TIPS BOND ETF $4.27万0.17%418 418— $4.27万 新建仓
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST $4.61万0.19%1,152 22123.7% $8,842 加仓
JNJ JOHNSON & JOHNSON COM $4.95万0.20%195 00.0% — 不变
VWO VANGUARD FTSE EMERGING MARKETS ETF $5.56万0.23%932 -50-5.1% -$2,984 减仓
AVGO BROADCOM INC COM $5.82万0.24%154 96.2% $3,400 加仓
EFV ISHARES MSCI EAFE VALUE ETF $5.89万0.24%770 -66-7.9% -$5,052 减仓
CB CHUBB LIMITED COM $6.00万0.24%176 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP COM $6.31万0.26%697 00.0% — 不变
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF $6.36万0.26%723 00.0% — 不变
FCX FREEPORT MCMORAN INC CL B $6.55万0.27%1,041 00.0% — 不变
SSO PROSHARES ULTRA S&P 500 $6.78万0.28%1,006 -612-37.8% -$4.12万 减仓
GEV GE VERNOVA INC COM $6.81万0.28%58 00.0% — 不变
SYSB ISHARES SYSTEMATIC BOND ETF $6.83万0.28%770 202.7% $1,774 加仓
GOOG ALPHABET INC CAP STK CL C $7.31万0.30%207 00.0% — 不变
QQQ INVESCO QQQ TRUST SERIES I $7.36万0.30%100 2126.6% $1.55万 加仓
GGOV ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF $7.46万0.30%1,484 1,484— $7.46万 新建仓
MA MASTERCARD INCORPORATED CL A $7.65万0.31%149 -1-0.7% -$514 减仓
DGRO ISHARES CORE DIVIDEND GROWTH ETF $8.47万0.34%1,118 00.0% — 不变
— ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF $8.84万0.36%2,408 -162-6.3% -$5,944 减仓
QCOM QUALCOMM INC COM $9.54万0.39%516 -7-1.3% -$1,294 减仓
GE GE AEROSPACE COM NEW $9.94万0.40%266 -10-3.6% -$3,737 减仓
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF $9.95万0.40%2,155 2,1308,520.0% $9.83万 加仓
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF $10.84万0.44%2,072 -245-10.6% -$1.28万 减仓
LLY ELI LILLY & CO COM $10.91万0.44%91 33.4% $3,598 加仓
IBIT ISHARES BITCOIN TRUST ETF $10.92万0.44%3,280 2588.5% $8,589 加仓
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF $11.11万0.45%4,235 41310.8% $1.08万 加仓
VIG VANGUARD DIVIDEND APPRECIATION ETF $11.52万0.47%487 00.0% — 不变
MSFT MICROSOFT CORP COM $12.68万0.52%340 154.6% $5,595 加仓
IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF $14.08万0.57%5,019 5,019— $14.08万 新建仓
QUAL ISHARES MSCI USA QUALITY FACTOR ETF $14.37万0.58%655 -2,657-80.2% -$58.30万 减仓
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF $14.50万0.59%3,098 1204.0% $5,617 加仓
HUT HUT 8 CORP COM $15.13万0.61%1,311 -1,701-56.5% -$19.64万 减仓
TSLA TESLA INC COM $15.56万0.63%370 -6-1.6% -$2,524 减仓
BAC BANK OF AMER CORP COM $16.71万0.68%2,932 00.0% — 不变
NFLX NETFLIX INC. COM $17.11万0.69%2,396 170.7% $1,214 加仓
MP MP MATERIALS CORP COM CL A $17.67万0.72%3,154 00.0% — 不变
GOVT ISHARES U.S. TREASURY BOND ETF $18.09万0.73%7,941 5277.1% $1.20万 加仓
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF $19.21万0.78%1,761 1136.9% $1.23万 加仓
XOM EXXONMOBIL HOLDINGS CORP COM SHS $21.52万0.87%1,574 1,574— $21.52万 新建仓
IBM INTERNATIONAL BUSINESS MACHS COM $21.77万0.88%774 00.0% — 不变
IVW ISHARES S&P 500 GROWTH ETF $24.15万0.98%1,756 -161-8.4% -$2.21万 减仓