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
BLCR ISHARES LARGE CAP CORE ACTIVE ETF $41.33万1.89%10,065 10,065— $41.33万 新建仓
IWB ISHARES RUSSELL 1000 ETF $41.79万1.91%1,172 00.0% — 不变
META META PLATFORMS INC CL A $44.11万2.01%771 91.2% $5,149 加仓
MU MICRON TECHNOLOGY INC COM $46.76万2.14%1,384 00.0% — 不变
GOOGL ALPHABET INC CAP STK CL A $48.37万2.21%1,682 00.0% — 不变
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF $50.66万2.31%13,988 4,94654.7% $17.91万 加仓
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF $55.98万2.56%16,988 5,19944.1% $17.13万 加仓
QUAL ISHARES MSCI USA QUALITY FACTOR ETF $63.53万2.90%3,312 86935.6% $16.67万 加仓
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND $69.97万3.20%7,833 3,12566.4% $27.92万 加仓
AAPL APPLE INC COM $72.18万3.30%2,844 -609-17.6% -$15.46万 减仓
NVDA NVIDIA CORPORATION COM $85.26万3.89%4,889 -901-15.6% -$15.71万 减仓
CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF $134.29万6.13%41,766 41,766— $134.29万 新建仓
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF $174.62万7.97%30,014 6,06425.3% $35.28万 加仓
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF $310.21万14.16%40,529 16,00465.3% $122.49万 加仓