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
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF $459.36万18.65%52,271 11,74229.0% $103.19万 加仓
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF $188.56万7.66%27,725 -2,289-7.6% -$15.57万 减仓
CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF $154.75万6.28%42,282 5161.2% $1.89万 加仓
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND $123.82万5.03%12,855 5,02264.1% $48.37万 加仓
NVDA NVIDIA CORPORATION COM $98.66万4.01%4,931 420.9% $8,404 加仓
MU MICRON TECHNOLOGY INC COM $90.38万3.67%783 -601-43.4% -$69.37万 减仓
AAPL APPLE INC COM $71.82万2.92%2,482 -362-12.7% -$10.47万 减仓
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF $68.91万2.80%13,070 -3,918-23.1% -$20.66万 减仓
GOOGL ALPHABET INC CAP STK CL A $60.68万2.46%1,698 161.0% $5,718 加仓
IWB ISHARES RUSSELL 1000 ETF $47.99万1.95%1,172 00.0% — 不变
BLCR ISHARES LARGE CAP CORE ACTIVE ETF $47.33万1.92%9,397 -668-6.6% -$3.36万 减仓
CRWD CROWDSTRIKE HLDGS INC CL A $47.01万1.91%616 -200-24.5% -$15.26万 减仓
META META PLATFORMS INC CL A $43.54万1.77%773 20.3% $1,127 加仓
SHLD GLOBAL X DEFENSE TECH ETF $42.85万1.74%7,176 1,46125.6% $8.72万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $38.40万1.56%804 -298-27.0% -$14.23万 减仓
AMZN AMAZON COM INC COM $37.87万1.54%1,589 151.0% $3,575 加仓
JPM JPMORGAN CHASE & CO COM $36.73万1.49%1,122 00.0% — 不变
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF $36.26万1.47%8,410 -5,578-39.9% -$24.05万 减仓
CVX CHEVRON CORPORATION COM $30.47万1.24%1,838 -11-0.6% -$1,823 减仓
VOO VANGUARD S&P 500 ETF $29.26万1.19%426 81.9% $5,494 加仓
GPC GENUINE PARTS CO COM $27.16万1.10%2,302 00.0% — 不变
IMMX IMMIX BIOPHARMA INC COM $27.05万1.10%26,233 -5,015-16.0% -$5.17万 减仓
WMT WALMART INC COM $26.51万1.08%2,341 -18-0.8% -$2,039 减仓
IVW ISHARES S&P 500 GROWTH ETF $24.15万0.98%1,756 -161-8.4% -$2.21万 减仓
IBM INTERNATIONAL BUSINESS MACHS COM $21.77万0.88%774 00.0% — 不变
XOM EXXONMOBIL HOLDINGS CORP COM SHS $21.52万0.87%1,574 1,574— $21.52万 新建仓
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF $19.21万0.78%1,761 1136.9% $1.23万 加仓
GOVT ISHARES U.S. TREASURY BOND ETF $18.09万0.73%7,941 5277.1% $1.20万 加仓
MP MP MATERIALS CORP COM CL A $17.67万0.72%3,154 00.0% — 不变
NFLX NETFLIX INC. COM $17.11万0.69%2,396 170.7% $1,214 加仓
BAC BANK OF AMER CORP COM $16.71万0.68%2,932 00.0% — 不变
TSLA TESLA INC COM $15.56万0.63%370 -6-1.6% -$2,524 减仓
HUT HUT 8 CORP COM $15.13万0.61%1,311 -1,701-56.5% -$19.64万 减仓
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF $14.50万0.59%3,098 1204.0% $5,617 加仓
QUAL ISHARES MSCI USA QUALITY FACTOR ETF $14.37万0.58%655 -2,657-80.2% -$58.30万 减仓
IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF $14.08万0.57%5,019 5,019— $14.08万 新建仓
MSFT MICROSOFT CORP COM $12.68万0.52%340 154.6% $5,595 加仓
VIG VANGUARD DIVIDEND APPRECIATION ETF $11.52万0.47%487 00.0% — 不变
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF $11.11万0.45%4,235 41310.8% $1.08万 加仓
IBIT ISHARES BITCOIN TRUST ETF $10.92万0.44%3,280 2588.5% $8,589 加仓
LLY ELI LILLY & CO COM $10.91万0.44%91 33.4% $3,598 加仓
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF $10.84万0.44%2,072 -245-10.6% -$1.28万 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
GE GE AEROSPACE COM NEW $9.94万0.40%266 -10-3.6% -$3,737 减仓
QCOM QUALCOMM INC COM $9.54万0.39%516 -7-1.3% -$1,294 减仓
— ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF $8.84万0.36%2,408 -162-6.3% -$5,944 减仓
DGRO ISHARES CORE DIVIDEND GROWTH ETF $8.47万0.34%1,118 00.0% — 不变
MA MASTERCARD INCORPORATED CL A $7.65万0.31%149 -1-0.7% -$514 减仓
GGOV ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF $7.46万0.30%1,484 1,484— $7.46万 新建仓
QQQ INVESCO QQQ TRUST SERIES I $7.36万0.30%100 2126.6% $1.55万 加仓
GOOG ALPHABET INC CAP STK CL C $7.31万0.30%207 00.0% — 不变
SYSB ISHARES SYSTEMATIC BOND ETF $6.83万0.28%770 202.7% $1,774 加仓
GEV GE VERNOVA INC COM $6.81万0.28%58 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
FCX FREEPORT MCMORAN INC CL B $6.55万0.27%1,041 00.0% — 不变
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF $6.36万0.26%723 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP COM $6.31万0.26%697 00.0% — 不变
CB CHUBB LIMITED COM $6.00万0.24%176 00.0% — 不变
EFV ISHARES MSCI EAFE VALUE ETF $5.89万0.24%770 -66-7.9% -$5,052 减仓
AVGO BROADCOM INC COM $5.82万0.24%154 96.2% $3,400 加仓
VWO VANGUARD FTSE EMERGING MARKETS ETF $5.56万0.23%932 -50-5.1% -$2,984 减仓
JNJ JOHNSON & JOHNSON COM $4.95万0.20%195 00.0% — 不变
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST $4.61万0.19%1,152 22123.7% $8,842 加仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $4.27万0.17%418 418— $4.27万 新建仓
KO COCA COLA CO COM $3.87万0.16%476 00.0% — 不变
MCD MCDONALDS CORP COM $3.84万0.16%142 -3-2.1% -$811 减仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $3.47万0.14%36 00.0% — 不变
CRWV COREWEAVE INC COM CL A $3.16万0.13%317 00.0% — 不变
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF $3.12万0.13%1,398 00.0% — 不变
BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF $3.11万0.13%1,429 00.0% — 不变
EFG ISHARES MSCI EAFE GROWTH ETF $3.09万0.13%248 -186-42.9% -$2.31万 减仓
BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF $2.92万0.12%972 00.0% — 不变
IUSG ISHARES CORE S&P U.S. GROWTH ETF $2.80万0.11%149 00.0% — 不变
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF $2.78万0.11%594 111.9% $514 加仓
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF $2.74万0.11%80 -10-11.1% -$3,428 减仓
SSRM SSR MINING IN COM $2.62万0.11%925 925— $2.62万 新建仓
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST $2.51万0.10%48 923.1% $4,702 加仓
PG PROCTER & GAMBLE CO COM $2.43万0.10%166 -6-3.5% -$880 减仓
VPU VANGUARD UTILITIES ETF $2.37万0.10%121 -77-38.9% -$1.51万 减仓
NVS NOVARTIS AG SPONSORED ADR $2.35万0.10%150 00.0% — 不变
LRCX LAM RESEARCH CORP COM NEW $2.34万0.10%54 00.0% — 不变
SCHD SCHWAB US DIVIDEND EQUITY ETF $2.34万0.09%737 60.8% $190 加仓
GLW CORNING INC COM $2.22万0.09%87 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC COM $2.21万0.09%521 -22-4.1% -$931 减仓
FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A $2.19万0.09%712 -4,391-86.0% -$13.49万 减仓
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $2.04万0.08%138 00.0% — 不变
IJK ISHARES S&P MID-CAP 400 GROWTH ETF $2.03万0.08%173 00.0% — 不变
LH LABCORP HOLDINGS INC COM SHS $1.99万0.08%71 71— $1.99万 新建仓
VZLA VIZSLA SILVER CORP COM NEW $1.89万0.08%5,739 5,739— $1.89万 新建仓
PEP PEPSICO INC COM $1.80万0.07%133 00.0% — 不变
ENB ENBRIDGE INC COM $1.79万0.07%331 00.0% — 不变
V VISA INC COM CL A $1.78万0.07%52 -9-14.8% -$3,088 减仓
CLOA ISHARES AAA CLO ACTIVE ETF $1.74万0.07%335 -19-5.4% -$986 减仓
SPY STATE STREET SPDR S&P 500 ETF $1.72万0.07%23 00.0% — 不变
ETN EATON CORP PLC SHS $1.70万0.07%40 00.0% — 不变
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $1.70万0.07%95 00.0% — 不变
RTX RTX CORPORATION COM $1.61万0.07%85 22.4% $379 加仓
PANW PALO ALTO NETWORKS INC COM $1.60万0.07%47 511.9% $1,705 加仓
COST COSTCO WHOLESALE CORPORATION COM $1.59万0.06%17 -1-5.6% -$935 减仓
NEE NEXTERA ENERGY INC COM $1.59万0.06%181 00.0% — 不变