Impact Partnership Wealth, LLC
MARIETTA GA · SEC CIK 0001984555
$10.29亿2026Q2 申报市值
439持仓数
46.3%前十大占比 · 第一大 15.0%
102 / 60新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BIL 加仓+$1.38亿
SSGA ACTIVE TR 加仓+$3,472.66万
XLC 加仓+$2,377.20万
XLF 加仓+$890.45万
XLK 加仓+$522.81万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$2,863.12万
VGK 减仓-$2,100.52万
SPEM 减仓-$1,295.01万
VUG 减仓-$1,149.11万
SPSM 减仓-$1,023.82万
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 |
|---|---|---|---|---|---|---|---|---|
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -98,423 | -100.0% | -$491.82万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -12,017 | -100.0% | -$203.89万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -8,812 | -100.0% | -$160.75万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -29,164 | -100.0% | -$149.87万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -16,053 | -100.0% | -$144.65万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -6,699 | -100.0% | -$141.55万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -6,802 | -100.0% | -$138.67万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -3,472 | -100.0% | -$138.19万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -22,436 | -100.0% | -$131.02万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -7,809 | -100.0% | -$121.45万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -3,723 | -100.0% | -$116.96万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -17,245 | -100.0% | -$110.71万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -8,272 | -100.0% | -$105.64万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -4,975 | -100.0% | -$105.42万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -7,057 | -100.0% | -$101.08万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -46,092 | -100.0% | -$98.27万 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -13,661 | -100.0% | -$92.31万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -5,686 | -100.0% | -$79.13万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -10,558 | -100.0% | -$78.04万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -16,990 | -100.0% | -$72.87万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -4,445 | -100.0% | -$70.38万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -7,906 | -100.0% | -$65.36万 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -955 | -100.0% | -$61.21万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -3,292 | -100.0% | -$59.98万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | -2,514 | -100.0% | -$57.92万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -4,246 | -100.0% | -$57.49万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -11,850 | -100.0% | -$56.18万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -5,994 | -100.0% | -$54.18万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -8,189 | -100.0% | -$53.44万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -5,899 | -100.0% | -$52.99万 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $0 | 0.00% | 0 | -39,750 | -100.0% | -$49.97万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -10,545 | -100.0% | -$48.62万 | 清仓 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | -8,721 | -100.0% | -$43.57万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -3,257 | -100.0% | -$42.69万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -5,573 | -100.0% | -$40.02万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -11,737 | -100.0% | -$39.35万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,203 | -100.0% | -$38.46万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -4,618 | -100.0% | -$37.20万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -1,679 | -100.0% | -$34.93万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -6,368 | -100.0% | -$33.63万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,628 | -100.0% | -$31.22万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -17,456 | -100.0% | -$30.09万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -10,596 | -100.0% | -$28.95万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -4,443 | -100.0% | -$28.47万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -12,485 | -100.0% | -$28.08万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -10,686 | -100.0% | -$27.91万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -13,858 | -100.0% | -$26.62万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -18,392 | -100.0% | -$24.85万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -2,595 | -100.0% | -$24.29万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -873 | -100.0% | -$23.29万 | 清仓 |
| REG | REGENCY CTRS CORP | $0 | 0.00% | 0 | -3,039 | -100.0% | -$22.99万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -9,204 | -100.0% | -$22.87万 | 清仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $0 | 0.00% | 0 | -2,939 | -100.0% | -$22.02万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -4,987 | -100.0% | -$21.85万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -3,430 | -100.0% | -$21.41万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -12,312 | -100.0% | -$20.23万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,988 | -100.0% | -$20.11万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,304 | -100.0% | -$20.06万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | -10,785 | -100.0% | -$11.36万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -11,395 | -100.0% | -$9.29万 | 清仓 |
| — | CARDIOL THERAPEUTICS INC | $1.15万 | 0.00% | 10,850 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $1.33万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| — | KANDI TECHNOLOGIES GROUP INC | $1.84万 | 0.00% | 25,735 | -2 | -0.0% | -$1 | 减仓 |
| AGNT | AGNT INC | $5.59万 | 0.01% | 10,324 | 10,324 | — | $5.59万 | 新建仓 |
| — | EXODUS MOVEMENT INC | $7.63万 | 0.01% | 14,761 | 4,595 | 45.2% | $2.38万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $7.85万 | 0.01% | 21,566 | 650 | 3.1% | $2,365 | 加仓 |
| BBDC | BARINGS BDC INC | $10.44万 | 0.01% | 12,248 | 11 | 0.1% | $94 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $10.87万 | 0.01% | 11,084 | 224 | 2.1% | $2,197 | 加仓 |
| FSK | FS KKR CAP CORP | $15.00万 | 0.01% | 14,285 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $15.04万 | 0.01% | 14,164 | -202 | -1.4% | -$2,145 | 重新持有 |
| MBLY | MOBILEYE GLOBAL INC | $16.71万 | 0.02% | 17,261 | 5,495 | 46.7% | $5.32万 | 加仓 |
| PLTK | PLAYTIKA HLDG CORP | $18.01万 | 0.02% | 48,409 | 14,323 | 42.0% | $5.33万 | 加仓 |
| ADT | ADT INC DEL | $19.70万 | 0.02% | 30,315 | 30,315 | — | $19.70万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $19.76万 | 0.02% | 18,696 | 18,696 | — | $19.76万 | 新建仓 |
| NOV | NOV INC | $19.78万 | 0.02% | 10,663 | 10,663 | — | $19.78万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $20.04万 | 0.02% | 2,745 | 2,745 | — | $20.04万 | 新建仓 |
| IUSB | ISHARES TR | $20.08万 | 0.02% | 4,351 | 4,351 | — | $20.08万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $20.08万 | 0.02% | 1,688 | 1,688 | — | $20.08万 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $20.31万 | 0.02% | 4,703 | 4,703 | — | $20.31万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $20.47万 | 0.02% | 15,129 | 15,129 | — | $20.47万 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $20.55万 | 0.02% | 3,290 | 3,290 | — | $20.55万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $20.57万 | 0.02% | 15,285 | 15,285 | — | $20.57万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $20.62万 | 0.02% | 7,479 | 7,479 | — | $20.62万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $20.70万 | 0.02% | 1,811 | 1,811 | — | $20.70万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $20.82万 | 0.02% | 3,959 | 3,959 | — | $20.82万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.86万 | 0.02% | 385 | 385 | — | $20.86万 | 新建仓 |
| LKQ | LKQ CORP | $20.88万 | 0.02% | 7,931 | 7,931 | — | $20.88万 | 新建仓 |
| ALAI | THE ALGER ETF TRUST | $20.91万 | 0.02% | 4,582 | 4,582 | — | $20.91万 | 新建仓 |
| REX | REX AMERICAN RES CORP | $21.04万 | 0.02% | 4,661 | 4,661 | — | $21.04万 | 新建仓 |
| WT | WISDOMTREE INC | $21.18万 | 0.02% | 12,501 | 594 | 5.0% | $1.01万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $21.34万 | 0.02% | 1,266 | 1,266 | — | $21.34万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $21.58万 | 0.02% | 3,708 | 3,708 | — | $21.58万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $21.64万 | 0.02% | 4,755 | -1 | -0.0% | -$46 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $21.71万 | 0.02% | 7,722 | -4,176 | -35.1% | -$11.74万 | 重新持有 |
| WFC | WELLS FARGO & CO | $21.81万 | 0.02% | 2,639 | 186 | 7.6% | $1.54万 | 重新持有 |
| FBCG | FIDELITY COVINGTON TRUST | $21.94万 | 0.02% | 3,533 | 3,533 | — | $21.94万 | 新建仓 |
| FNB | F N B CORP | $22.05万 | 0.02% | 11,557 | 11,557 | — | $22.05万 | 新建仓 |
| THO | THOR INDS INC | $22.14万 | 0.02% | 2,945 | -2,133 | -42.0% | -$16.03万 | 重新持有 |
| TDY | TELEDYNE TECHNOLOGIES INC | $22.21万 | 0.02% | 333 | 333 | — | $22.21万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $22.26万 | 0.02% | 2,512 | 2,512 | — | $22.26万 | 新建仓 |