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
TGT TARGET CORP COM $1.38万0.06%114 00.0% — 不变
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $1.37万0.06%95 00.0% — 不变
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF $1.35万0.06%270 00.0% — 不变
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $1.30万0.06%159 00.0% — 不变
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $1.29万0.06%88 00.0% — 不变
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $1.27万0.06%130 -1-0.8% -$98 减仓
TJX TJX COS INC NEW COM $1.23万0.06%77 -92-54.4% -$1.47万 减仓
APH AMPHENOL CORP CL A $1.23万0.06%97 910.2% $1,137 加仓
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $1.21万0.06%297 00.0% — 不变
SCHW SCHWAB CHARLES CORP COM $1.20万0.05%128 00.0% — 不变
GLW CORNING INC COM $1.18万0.05%87 00.0% — 不变
SO SOUTHERN CO COM $1.17万0.05%121 -123-50.4% -$1.19万 减仓
LRCX LAM RESEARCH CORP COM NEW $1.15万0.05%54 00.0% — 不变
ORCL ORACLE CORP COM $1.10万0.05%75 -10-11.8% -$1,471 减仓
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $1.10万0.05%176 00.0% — 不变
MDT MEDTRONIC PLC SHS $1.10万0.05%127 00.0% — 不变
AXP AMERICAN EXPRESS CO COM $1.06万0.05%35 -26-42.6% -$7,865 减仓
RMD RESMED INC COM $1.06万0.05%47 00.0% — 不变
IVV ISHARES CORE S&P 500 ETF $1.05万0.05%16 00.0% — 不变
CLX CLOROX CO DEL COM $1.04万0.05%100 00.0% — 不变
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF $1.03万0.05%201 00.0% — 不变
— HONEYWELL INTL INC COM $1.02万0.05%45 -30-40.0% -$6,781 减仓
ABBV ABBVIE INC COM $1.00万0.05%46 -79-63.2% -$1.72万 减仓
— HUMACYTE INC COM $9,9270.05%16,363 00.0% — 不变
Q QNITY ELECTRONICS INC COMMON STOCK $9,9230.05%86 00.0% — 不变
BAX BAXTER INTL INC COM $9,7610.04%581 00.0% — 不变
TXN TEXAS INSTRS INC COM $9,7070.04%50 -71-58.7% -$1.38万 减仓
TMUS T-MOBILE US INC COM $9,0310.04%43 -14-24.6% -$2,940 减仓
JPIE JPMORGAN INCOME ETF $8,5690.04%186 00.0% — 不变
HD HOME DEPOT INC COM $8,5510.04%26 00.0% — 不变
XSSPX NUVEEN S&P 500 DYNAMIC OVERWRI COM $8,4850.04%528 528— $8,485 新建仓
ICVT ISHARES CONVERTIBLE BOND ETF $8,1430.04%80 -48-37.5% -$4,886 减仓
IHI ISHARES U.S. MEDICAL DEVICES ETF $8,0030.04%150 00.0% — 不变
AEM AGNICO EAGLE MINES LTD COM $7,9160.04%39 00.0% — 不变
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $7,8790.04%139 -900-86.6% -$5.10万 减仓
— DUPONT DE NEMOURS INC COM $7,8780.04%172 00.0% — 不变
UNP UNION PAC CORP COM $7,7640.04%32 -11-25.6% -$2,669 减仓
GS GOLDMAN SACHS GROUP INC COM $7,6140.03%9 00.0% — 不变
QQQM INVESCO NASDAQ 100 ETF $7,6040.03%32 00.0% — 不变
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF $7,5440.03%425 00.0% — 不变
WMB WILLIAMS COS INC COM $7,4960.03%103 00.0% — 不变
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $7,3440.03%62 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC COM $7,2250.03%26 -13-33.3% -$3,612 减仓
DOW DOW HLDGS INC COM $7,1220.03%171 00.0% — 不变
PNC PNC FINL SVCS GROUP INC COM $7,0750.03%34 00.0% — 不变
MRK MERCK & CO INC COM $6,9770.03%58 00.0% — 不变
CMCSA COMCAST CORP NEW CL A $6,8040.03%237 00.0% — 不变
CME CME GROUP INC COM $6,7930.03%23 -9-28.1% -$2,658 减仓
PANW PALO ALTO NETWORKS INC COM $6,7330.03%42 -17-28.8% -$2,725 减仓
WFC WELLS FARGO & CO COM $6,3690.03%80 -142-64.0% -$1.13万 减仓
CSCO CISCO SYS INC COM $6,3620.03%82 00.0% — 不变
GILD GILEAD SCIENCES INC COM $6,2720.03%45 00.0% — 不变
BN BROOKFIELD CORP CL A LTD VT SH $6,1110.03%151 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO COM $6,0640.03%28 -23-45.1% -$4,981 减仓
OXY OCCIDENTAL PETE CORP COM $5,9150.03%91 00.0% — 不变
BLK BLACKROCK INC COM $5,7700.03%6 00.0% — 不变
ETR ENTERGY CORP NEW COM $5,7300.03%51 715.9% $786 加仓
ECL ECOLAB INC COM $5,5860.03%21 -42-66.7% -$1.12万 减仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $5,5480.03%64 00.0% — 不变
EMR EMERSON ELEC CO COM $5,5030.03%42 -44-51.2% -$5,765 减仓
MPWR MONOLITHIC PWR SYS INC COM $5,4670.02%5 00.0% — 不变
LMT LOCKHEED MARTIN CORP COM $5,4400.02%9 00.0% — 不变
ADI ANALOG DEVICES INC COM $5,4080.02%17 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC COM $5,4070.02%11 -25-69.4% -$1.23万 减仓
ABT ABBOTT LABORATORIES COM $5,3390.02%52 00.0% — 不变
PM PHILIP MORRIS INTL INC COM $5,2910.02%32 00.0% — 不变
COP CONOCOPHILLIPS COM $5,2800.02%40 -56-58.3% -$7,392 减仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $5,2740.02%95 -627-86.8% -$3.48万 减仓
SPG SIMON PPTY GROUP INC NEW COM $5,2230.02%28 00.0% — 不变
INTU INTUIT COM $5,1890.02%12 -7-36.8% -$3,027 减仓
MDLZ MONDELEZ INTL INC CL A $5,1300.02%89 -76-46.1% -$4,381 减仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $5,0240.02%211 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS INC COM $4,9380.02%17 00.0% — 不变
VONG VANGUARD RUSSELL 1000 GROWTH ETF $4,9360.02%45 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING INC COM $4,8760.02%24 -20-45.5% -$4,063 减仓
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF $4,7250.02%97 00.0% — 不变
SNY SANOFI SA SPONSORED ADR $4,5290.02%94 00.0% — 不变
OEF ISHARES S&P 100 ETF $4,4530.02%14 -1,887-99.3% -$60.02万 减仓
AZN ASTRAZENECA PLC ORD $4,3390.02%22 -0-2.2% -$99 减仓
BKR BAKER HUGHES COMPANY CL A $4,3350.02%71 00.0% — 不变
JMUB JPMORGAN MUNICIPAL ETF $4,2490.02%85 00.0% — 不变
BKNG BOOKING HOLDINGS INC COM $4,2100.02%1 -3-75.0% -$1.26万 减仓
MRVL MARVELL TECHNOLOGY INC COM $4,0610.02%41 00.0% — 不变
UNH UNITEDHEALTH GROUP INC COM $4,0590.02%15 -32-68.1% -$8,659 减仓
SNTH MRP SYNTHEQUITY ETF $3,9620.02%151 00.0% — 不变
IQV IQVIA HLDGS INC COM $3,9220.02%23 00.0% — 不变
EQIX EQUINIX INC COM $3,9210.02%4 00.0% — 不变
TSCO TRACTOR SUPPLY CO COM $3,8510.02%85 00.0% — 不变
BDX BECTON DICKINSON & CO COM $3,7740.02%24 00.0% — 不变
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF $3,7620.02%65 00.0% — 不变
ADSK AUTODESK INC COM $3,5910.02%15 00.0% — 不变
ABNB AIRBNB INC COM CL A $3,5360.02%28 00.0% — 不变
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $3,5310.02%37 00.0% — 不变
WM WASTE MGMT INC DEL COM $3,4470.02%15 -28-65.1% -$6,434 减仓
ZTS ZOETIS INC CL A $3,4280.02%29 00.0% — 不变
ACN ACCENTURE PLC IRELAND SHS CLASS A $3,3710.02%17 00.0% — 不变
PGR PROGRESSIVE CORP COM $3,3700.02%17 -43-71.7% -$8,524 减仓
MUB ISHARES NATIONAL MUNI BOND ETF $3,2910.02%31 00.0% — 不变
CVS CVS HEALTH CORP COM $3,2320.01%45 00.0% — 不变
SBUX STARBUCKS CORP COM $3,2250.01%36 00.0% — 不变