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
— EXXON MOBIL CORP COM $00.00%0 -1,574-100.0% -$26.70万 清仓
GLD SPDR GOLD SHARES $00.00%0 -199-100.0% -$8.56万 清仓
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK $00.00%0 -1,250-100.0% -$3.79万 清仓
JCPB JPMORGAN CORE PLUS BOND ETF $00.00%0 -317-100.0% -$1.49万 清仓
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF $00.00%0 -201-100.0% -$1.03万 清仓
MPWR MONOLITHIC PWR SYS INC COM $00.00%0 -5-100.0% -$5,467 清仓
MRVL MARVELL TECHNOLOGY INC COM $00.00%0 -41-100.0% -$4,061 清仓
ABNB AIRBNB INC COM CL A $00.00%0 -28-100.0% -$3,536 清仓
WST WEST PHARMACEUTICAL SVSC INC COM $00.00%0 -12-100.0% -$3,008 清仓
KLAC KLA CORP COM NEW $00.00%0 -20-100.0% -$2,945 清仓
KKR KKR & CO INC COM $00.00%0 -31-100.0% -$2,868 清仓
DDOG DATADOG INC CL A COM $00.00%0 -21-100.0% -$2,479 清仓
DHR DANAHER CORP DEL COM $00.00%0 -12-100.0% -$2,275 清仓
CASY CASEYS GEN STORES INC COM $00.00%0 -3-100.0% -$2,184 清仓
ARES ARES MANAGEMENT CORPORATION CL A COM STK $00.00%0 -20-100.0% -$2,182 清仓
VRSK VERISK ANALYTICS INC COM $00.00%0 -11-100.0% -$2,087 清仓
ATO ATMOS ENERGY CORP COM $00.00%0 -11-100.0% -$2,032 清仓
FAST FASTENAL CO COM $00.00%0 -36-100.0% -$1,670 清仓
CMG CHIPOTLE MEXICAN GRILL INC COM $00.00%0 -52-100.0% -$1,665 清仓
DT DYNATRACE INC COM NEW $00.00%0 -42-100.0% -$1,553 清仓
RSG REPUBLIC SVCS INC COM $00.00%0 -7-100.0% -$1,533 清仓
VLTO VERALTO CORP COM SHS $00.00%0 -17-100.0% -$1,503 清仓
WSO WATSCO INC COM $00.00%0 -4-100.0% -$1,455 清仓
SNA SNAP ON INC COM $00.00%0 -4-100.0% -$1,453 清仓
CTVA CORTEVA INC COM $00.00%0 -17-100.0% -$1,423 清仓
NDAQ NASDAQ INC COM $00.00%0 -15-100.0% -$1,273 清仓
EFX EQUIFAX INC COM $00.00%0 -7-100.0% -$1,260 清仓
SHOP SHOPIFY INC CL A SUB VTG SHS $00.00%0 -10-100.0% -$1,186 清仓
EOG EOG RES INC COM $00.00%0 -8-100.0% -$1,157 清仓
IOT SAMSARA INC COM CL A $00.00%0 -35-100.0% -$1,109 清仓
STE STERIS PLC SHS USD $00.00%0 -5-100.0% -$1,106 清仓
AWK AMERICAN WTR WKS CO INC NEW COM $00.00%0 -8-100.0% -$1,089 清仓
SNOW SNOWFLAKE INC COM SHS $00.00%0 -7-100.0% -$1,056 清仓
SPOT SPOTIFY TECHNOLOGY S A SHS $00.00%0 -2-100.0% -$970 清仓
JKHY HENRY JACK & ASSOC INC COM $00.00%0 -6-100.0% -$948 清仓
ITW ILLINOIS TOOL WKS INC COM $00.00%0 -3-100.0% -$781 清仓
MKC MCCORMICK & CO INC COM NON VTG $00.00%0 -15-100.0% -$757 清仓
— THOMSON REUTERS CORP COM $00.00%0 -8-100.0% -$720 清仓
BR BROADRIDGE FINL SOLUTIONS INC COM $00.00%0 -4-100.0% -$650 清仓
TTD THE TRADE DESK INC COM CL A $00.00%0 -24-100.0% -$545 清仓
POOL POOL CORP COM $00.00%0 -2-100.0% -$405 清仓
MBB ISHARES MBS ETF $950.00%1 00.0% — 不变
IT GARTNER INC COM $1300.00%1 00.0% — 不变
TLT ISHARES 20 YEAR TREASURY BOND ETF $1730.00%2 -62-96.9% -$5,363 减仓
IAU ISHARES GOLD TRUST $2270.00%3 00.0% — 不变
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF $2370.00%6 00.0% — 不变
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF $2420.00%1 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC COM CL A $2880.00%8 00.0% — 不变
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF $3020.00%7 7— $302 新建仓
VB VANGUARD MORNINGSTAR SMALL-CAP ETF $3030.00%1 00.0% — 不变
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $3040.00%6 00.0% — 不变
SHW SHERWIN WILLIAMS CO COM $3440.00%1 -4-80.0% -$1,376 减仓
SIVR ABRDN PHYSICAL SILVER SHARES ETF $4500.00%8 00.0% — 不变
NOW SERVICENOW INC COM $4960.00%5 -20-80.0% -$1,984 减仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $5700.00%8 00.0% — 不变
JCI JOHNSON CTLS INTL PLC SHS $5840.00%4 4— $584 新建仓
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF $6100.00%5 5— $610 新建仓
SOXX ISHARES TR ISHARES SEMICDTR $6410.00%1 1— $641 新建仓
PGR PROGRESSIVE CORP COM $6550.00%3 -14-82.4% -$3,057 减仓
WCN WASTE CONNECTIONS INC COM $6670.00%4 00.0% — 不变
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF $6770.00%20 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC COM $7370.00%8 8— $737 新建仓
XME STATE STREET SPDR S&P METALS & MINING ETF $7490.00%7 00.0% — 不变
IFRA ISHARES U.S. INFRASTRUCTURE ETF $7560.00%12 00.0% — 不变
SHYM ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF $8980.00%40 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $9750.00%11 00.0% — 不变
EQT EQT CORP COM $1,0100.00%19 00.0% — 不变
ANET ARISTA NETWORKS INC COM SHS $1,0190.00%6 6— $1,019 新建仓
VXX IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN $1,0380.00%47 00.0% — 不变
INTU INTUIT COM $1,0440.00%4 -8-66.7% -$2,088 减仓
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF $1,0520.00%11 00.0% — 不变
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $1,0570.00%9 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE INC COM $1,0830.00%5 00.0% — 不变
GBIL ACCESS TREASURY 0-1 YEAR ETF $1,1020.00%11 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE INC COM $1,1080.00%9 480.0% $492 加仓
WAT WATERS CORP COM $1,1250.00%3 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC COM $1,1530.00%2 00.0% — 不变
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $1,1600.00%14 00.0% — 不变
CAPE DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF $1,1680.00%36 36— $1,168 新建仓
ISRG INTUITIVE SURGICAL INC COM NEW $1,1930.00%3 -2-40.0% -$795 减仓
SPGI S&P GLOBAL INC COM $1,2220.00%3 -3-50.0% -$1,222 减仓
IYW ISHARES U.S. TECHNOLOGY ETF $1,2610.01%5 00.0% — 不变
IJR ISHARES CORE S&P SMALL CAP ETF $1,3350.01%9 9— $1,335 新建仓
BSX BOSTON SCIENTIFIC CORP COM $1,4080.01%33 18120.0% $768 加仓
DIS DISNEY WALT CO COM $1,4440.01%15 00.0% — 不变
AMAT APPLIED MATLS INC COM $1,4460.01%2 2— $1,446 新建仓
WEC WEC ENERGY GROUP INC COM $1,5180.01%13 00.0% — 不变
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $1,5500.01%32 -1,909-98.4% -$9.25万 减仓
SYK STRYKER CORPORATION COM $1,5740.01%5 -1-16.7% -$315 减仓
ZTS ZOETIS INC CL A $1,5810.01%22 -7-24.1% -$503 减仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $1,6180.01%13 -4-23.5% -$498 减仓
GIS GENERAL MILLS INC COM $1,6360.01%47 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC COM $1,6520.01%5 00.0% — 不变
CSX CSX CORP COM $1,6640.01%35 00.0% — 不变
ARKK ARK INNOVATION ETF $1,6970.01%21 21— $1,697 新建仓
LOW LOWES COS INC COM $1,7640.01%8 00.0% — 不变
— NEOS S&P 500 HEDGED EQUITY INCOME ETF $1,8410.01%33 00.0% — 不变
ADBE ADOBE INC COM $1,8450.01%9 00.0% — 不变
TSCO TRACTOR SUPPLY CO COM $1,8970.01%60 -25-29.4% -$790 减仓
PH PARKER-HANNIFIN CORP COM $1,9560.01%2 2— $1,956 新建仓