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
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $1.58万0.06%176 00.0% — 不变
APH AMPHENOL CORP CL A $1.57万0.06%89 -8-8.2% -$1,411 减仓
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $1.55万0.06%130 00.0% — 不变
TGT TARGET CORP COM $1.49万0.06%114 00.0% — 不变
PAYX PAYCHEX INC COM $1.48万0.06%150 00.0% — 不变
IWV ISHARES RUSSELL 3000 ETF $1.45万0.06%34 34— $1.45万 新建仓
Q QNITY ELECTRONICS INC COMMON STOCK $1.40万0.06%86 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
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $1.40万0.06%308 00.0% — 不变
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $1.40万0.06%88 00.0% — 不变
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF $1.37万0.06%270 00.0% — 不变
DUK DUKE ENERGY CORP NEW COM NEW $1.35万0.05%107 00.0% — 不变
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $1.32万0.05%159 00.0% — 不变
TXN TEXAS INSTRS INC COM $1.31万0.05%44 -6-12.0% -$1,788 减仓
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $1.31万0.05%297 00.0% — 不变
TJX TJX COS INC NEW COM $1.29万0.05%85 810.4% $1,212 加仓
— HUMACYTE INC COM $1.28万0.05%16,363 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
BAX BAXTER INTL INC COM $1.24万0.05%581 00.0% — 不变
PAAS PAN AMERN SILVER CORP COM $1.20万0.05%269 269— $1.20万 新建仓
IVV ISHARES CORE S&P 500 ETF $1.20万0.05%16 00.0% — 不变
ORCL ORACLE CORP COM $1.19万0.05%81 68.0% $879 加仓
AXP AMERICAN EXPRESS CO COM $1.18万0.05%35 00.0% — 不变
SCHW CHARLES SCHWAB CORP (THE) COM $1.18万0.05%128 00.0% — 不变
SO SOUTHERN CO COM $1.16万0.05%121 00.0% — 不变
CRH CRH PLC ORD $1.08万0.04%101 -2,577-96.2% -$27.57万 减仓
IVE ISHARES S&P 500 VALUE ETF $9,9910.04%44 -952-95.6% -$21.62万 减仓
MDT MEDTRONIC PLC SHS $9,9350.04%127 00.0% — 不变
ABBV ABBVIE INC COM $9,8140.04%39 -7-15.2% -$1,761 减仓
QQQM INVESCO NASDAQ 100 ETF $9,6950.04%32 00.0% — 不变
CSCO CISCO SYS INC COM $9,6320.04%82 00.0% — 不变
CLX CLOROX CO DEL COM $9,5440.04%100 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE CO COM $9,5180.04%211 00.0% — 不变
XSSPX NUVEEN S&P 500 DYNAMIC OVERWRI COM $9,4690.04%508 -20-3.8% -$373 减仓
RMD RESMED INC COM $9,1590.04%47 00.0% — 不变
GS GOLDMAN SACHS GROUP INC COM $9,1020.04%9 00.0% — 不变
ICVT ISHARES CONVERTIBLE BOND ETF $8,8870.04%73 -7-8.8% -$852 减仓
UNP UNION PAC CORP COM $8,7040.04%32 00.0% — 不变
JPIE JPMORGAN INCOME ETF $8,5650.03%186 00.0% — 不变
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $8,4740.03%62 00.0% — 不变
VO VANGUARD MORNINGSTAR MID-CAP ETF $8,3790.03%104 1002,500.0% $8,057 加仓
PNC PNC FINL SVCS GROUP INC COM $8,3710.03%34 00.0% — 不变
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $7,8510.03%139 00.0% — 不变
DD DUPONT DE NEMOURS INC COMMON STOCK $7,7310.03%57 -115-66.9% -$1.56万 减仓
WMB WILLIAMS COS INC COM $7,6570.03%103 00.0% — 不变
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF $7,5990.03%425 00.0% — 不变
IHI ISHARES U.S. MEDICAL DEVICES ETF $7,4120.03%150 00.0% — 不变
HD HOME DEPOT INC COM $7,4060.03%21 -5-19.2% -$1,763 减仓
ADI ANALOG DEVICES INC COM $6,7520.03%17 00.0% — 不变
WFC WELLS FARGO & CO COM $6,6110.03%80 00.0% — 不变
BN BROOKFIELD CORP CL A LTD VT SH $6,4310.03%151 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW COM $6,2620.03%28 00.0% — 不变
UNH UNITEDHEALTH GROUP INC COM $6,2340.03%15 00.0% — 不变
MRK MERCK & CO INC COM $6,1680.03%48 -10-17.2% -$1,285 减仓
AEM AGNICO EAGLE MINES LTD COM $6,0500.02%39 00.0% — 不变
EMR EMERSON ELEC CO COM $6,0120.02%42 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC COM $6,0050.02%16 -10-38.5% -$3,753 减仓
AEP AMERICAN ELEC PWR CO INC COM $5,8830.02%43 -180-80.7% -$2.46万 减仓
ETR ENTERGY CORP NEW COM $5,8580.02%51 00.0% — 不变
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $5,8390.02%95 00.0% — 不变
CMCSA COMCAST CORP NEW CL A $5,8180.02%237 00.0% — 不变
PM PHILIP MORRIS INTL INC COM $5,7890.02%32 00.0% — 不变
BLK BLACKROCK INC COM $5,7690.02%6 00.0% — 不变
VONG VANGUARD RUSSELL 1000 GROWTH ETF $5,7510.02%45 00.0% — 不变
GILD GILEAD SCIENCES INC COM $5,6850.02%45 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC COM $5,5150.02%11 00.0% — 不变
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND $5,2840.02%46 46— $5,284 新建仓
OEF ISHARES S&P 100 ETF $5,1220.02%14 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS INC COM $4,9840.02%17 00.0% — 不变
HON HONEYWELL INTL INC COM $4,9260.02%22 -23-51.1% -$5,150 减仓
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF $4,8990.02%97 00.0% — 不变
TMUS T-MOBILE US INC COM $4,8640.02%29 -14-32.6% -$2,348 减仓
HONA HONEYWELL AEROSPACE INC COM $4,8640.02%22 22— $4,864 新建仓
DOW DOW HLDGS INC COM $4,6790.02%171 00.0% — 不变
CVS CVS HEALTH CORP COM $4,6550.02%45 00.0% — 不变
LMT LOCKHEED MARTIN CORP COM $4,5850.02%9 00.0% — 不变
SNTH MRP SYNTHEQUITY ETF $4,4890.02%151 00.0% — 不变
BKNG BOOKING HOLDINGS INC COM $4,4560.02%25 00.0% — 不变
IQV IQVIA HLDGS INC COM $4,4440.02%23 00.0% — 不变
OXY OCCIDENTAL PETE CORP COM $4,4200.02%91 00.0% — 不变
UBER UBER TECHNOLOGIES INC COM $4,3300.02%60 2781.8% $1,948 加仓
JMUB JPMORGAN MUNICIPAL ETF $4,3060.02%85 00.0% — 不变
MDLZ MONDELEZ INTL INC CL A $4,2800.02%74 -15-16.9% -$868 减仓
CME CME GROUP INC COM $4,1960.02%19 -4-17.4% -$883 减仓
ECL ECOLAB INC COM $4,1790.02%15 -6-28.6% -$1,672 减仓
AZN ASTRAZENECA PLC ORD $4,1720.02%22 00.0% — 不变
COP CONOCOPHILLIPS COM $4,1580.02%40 00.0% — 不变
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF $4,1340.02%51 -174-77.3% -$1.41万 重新持有
ADP AUTOMATIC DATA PROCESSING INC COM $4,0310.02%18 -6-25.0% -$1,344 减仓
SNY SANOFI SA SPONSORED ADR $4,0100.02%94 00.0% — 不变
ABT ABBOTT LABORATORIES COM $3,9930.02%44 -8-15.4% -$726 减仓
ROK ROCKWELL AUTOMATION INC COM $3,9610.02%8 00.0% — 不变
BKR BAKER HUGHES COMPANY CL A $3,9410.02%71 00.0% — 不变
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF $3,8940.02%65 00.0% — 不变
SBUX STARBUCKS CORP COM $3,6790.01%36 00.0% — 不变
BDX BECTON DICKINSON & CO COM $3,6320.01%24 00.0% — 不变
FICO FAIR ISAAC CORP COM $3,5840.01%3 00.0% — 不变
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $3,4990.01%37 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC COM $3,4770.01%7 00.0% — 不变
MS MORGAN STANLEY COM NEW $3,3450.01%16 00.0% — 不变