Impact Partnership Wealth, LLC
MARIETTA GA · SEC CIK 0001984555
$8.10亿2026Q1 申报市值
363持仓数
46.1%前十大占比 · 第一大 8.4%
73 / 59新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VGK 加仓+$2,712.40万
QQQ 加仓+$2,500.17万
SPEM 加仓+$1,380.78万
VUG 加仓+$1,214.15万
SPSM 加仓+$956.88万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$8,952.43万
SSGA ACTIVE TR 减仓-$2,151.13万
SPY 减仓-$530.62万
SGOV 减仓-$530.26万
TGT 减仓-$188.10万
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 |
|---|---|---|---|---|---|---|---|---|
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $9.40万 | 0.01% | 10,860 | 289 | 2.7% | $2,503 | 加仓 |
| PLTK | PLAYTIKA HLDG CORP | $9.48万 | 0.01% | 34,086 | 7,454 | 28.0% | $2.07万 | 加仓 |
| BBDC | BARINGS BDC INC | $10.07万 | 0.01% | 12,237 | 12,237 | — | $10.07万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $11.11万 | 0.01% | 26,972 | 26,972 | — | $11.11万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $11.36万 | 0.01% | 10,785 | 10,785 | — | $11.36万 | 新建仓 |
| CRSR | CORSAIR GAMING INC | $12.44万 | 0.02% | 22,412 | 22,412 | — | $12.44万 | 新建仓 |
| FSK | FS KKR CAP CORP | $14.54万 | 0.02% | 14,285 | 3,345 | 30.6% | $3.41万 | 加仓 |
| NABL | N-ABLE INC | $17.26万 | 0.02% | 36,951 | 3,377 | 10.1% | $1.58万 | 加仓 |
| WT | WISDOMTREE INC | $17.34万 | 0.02% | 11,907 | -5,628 | -32.1% | -$8.19万 | 减仓 |
| S | SENTINELONE INC | $19.65万 | 0.02% | 15,259 | 2,907 | 23.5% | $3.74万 | 加仓 |
| VGT | VANGUARD WORLD FD | $20.06万 | 0.02% | 288 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $20.10万 | 0.02% | 3,282 | 3,282 | — | $20.10万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $20.11万 | 0.02% | 3,988 | -1,034 | -20.6% | -$5.22万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $20.23万 | 0.02% | 12,312 | -4,236 | -25.6% | -$6.96万 | 减仓 |
| WSO | WATSCO INC | $20.44万 | 0.03% | 562 | -149 | -21.0% | -$5.42万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.59万 | 0.03% | 461 | -19 | -4.0% | -$8,485 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $20.65万 | 0.03% | 1,300 | 50 | 4.0% | $7,944 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $20.84万 | 0.03% | 1,880 | -517 | -21.6% | -$5.73万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $20.91万 | 0.03% | 6,434 | -122 | -1.9% | -$3,966 | 减仓 |
| ESTC | ELASTIC N V | $21.07万 | 0.03% | 4,214 | 4,214 | — | $21.07万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $21.07万 | 0.03% | 778 | -1,590 | -67.1% | -$43.07万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $21.28万 | 0.03% | 1,301 | 1,301 | — | $21.28万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $21.41万 | 0.03% | 3,430 | 3,430 | — | $21.41万 | 新建仓 |
| FFIV | F5 INC | $21.58万 | 0.03% | 746 | -3,244 | -81.3% | -$93.86万 | 减仓 |
| GE | GE AEROSPACE | $21.72万 | 0.03% | 765 | 22 | 3.0% | $6,247 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $21.85万 | 0.03% | 4,987 | -2,861 | -36.5% | -$12.54万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $21.86万 | 0.03% | 687 | -403 | -37.0% | -$12.82万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $21.87万 | 0.03% | 762 | -58 | -7.1% | -$1.66万 | 减仓 |
| GLDM | WORLD GOLD TR | $21.87万 | 0.03% | 2,360 | -630 | -21.1% | -$5.84万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $22.02万 | 0.03% | 2,939 | -1,375 | -31.9% | -$10.30万 | 重新持有 |
| TXG | 10X GENOMICS INC | $22.09万 | 0.03% | 10,403 | 10,403 | — | $22.09万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $22.09万 | 0.03% | 1,295 | -304 | -19.0% | -$5.19万 | 减仓 |
| CNA | CNA FINL CORP | $22.35万 | 0.03% | 4,868 | -2,174 | -30.9% | -$9.98万 | 重新持有 |
| INVH | INVITATION HOMES INC | $22.87万 | 0.03% | 9,204 | 9,204 | — | $22.87万 | 新建仓 |
| REG | REGENCY CTRS CORP | $22.99万 | 0.03% | 3,039 | 3,039 | — | $22.99万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $23.22万 | 0.03% | 2,096 | 2,096 | — | $23.22万 | 新建仓 |
| CI | THE CIGNA GROUP | $23.29万 | 0.03% | 873 | 873 | — | $23.29万 | 新建仓 |
| IJR | ISHARES TR | $23.49万 | 0.03% | 1,890 | 1,890 | — | $23.49万 | 新建仓 |
| BAMG | NORTHERN LTS FD TR IV | $23.82万 | 0.03% | 6,524 | -108 | -1.6% | -$3,944 | 减仓 |
| ITRI | ITRON INC | $23.85万 | 0.03% | 2,661 | 119 | 4.7% | $1.07万 | 加仓 |
| VV | VANGUARD INDEX FDS | $24.00万 | 0.03% | 803 | 136 | 20.4% | $4.06万 | 加仓 |
| V | VISA INC | $24.10万 | 0.03% | 797 | 131 | 19.7% | $3.96万 | 加仓 |
| U | UNITY SOFTWARE INC | $24.12万 | 0.03% | 10,995 | 10,995 | — | $24.12万 | 新建仓 |
| AMCR | AMCOR PLC | $24.15万 | 0.03% | 6,075 | 6,075 | — | $24.15万 | 新建仓 |
| AEE | AMEREN CORP | $24.23万 | 0.03% | 2,204 | 3 | 0.1% | $330 | 加仓 |
| HAS | HASBRO INC | $24.29万 | 0.03% | 2,595 | -989 | -27.6% | -$9.26万 | 减仓 |
| ATEN | A10 NETWORKS INC | $24.44万 | 0.03% | 10,573 | 10,573 | — | $24.44万 | 新建仓 |
| HDV | ISHARES TR | $24.64万 | 0.03% | 1,816 | -345 | -16.0% | -$4.68万 | 减仓 |
| VTRS | VIATRIS INC | $24.85万 | 0.03% | 18,392 | -6,577 | -26.3% | -$8.89万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.87万 | 0.03% | 7,454 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $25.09万 | 0.03% | 4,756 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $25.28万 | 0.03% | 3,703 | -101 | -2.7% | -$6,896 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $25.36万 | 0.03% | 1,749 | 1,749 | — | $25.36万 | 新建仓 |
| NTNX | NUTANIX INC | $26.03万 | 0.03% | 6,849 | 6,849 | — | $26.03万 | 新建仓 |
| DDOG | DATADOG INC | $26.17万 | 0.03% | 2,216 | 144 | 6.9% | $1.70万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $26.22万 | 0.03% | 10,593 | 564 | 5.6% | $1.40万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $26.50万 | 0.03% | 3,524 | 3,524 | — | $26.50万 | 新建仓 |
| HPQ | HP INC | $26.62万 | 0.03% | 13,858 | -42,576 | -75.4% | -$81.79万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $26.62万 | 0.03% | 1,348 | 447 | 49.6% | $8.83万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $26.84万 | 0.03% | 4,220 | 4,220 | — | $26.84万 | 新建仓 |
| AGG | ISHARES TR | $26.89万 | 0.03% | 2,709 | 526 | 24.1% | $5.22万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $27.27万 | 0.03% | 8,482 | 8,482 | — | $27.27万 | 新建仓 |
| AMBA | AMBARELLA INC | $27.47万 | 0.03% | 5,336 | 1,382 | 35.0% | $7.11万 | 加仓 |
| RBRK | RUBRIK INC. | $27.52万 | 0.03% | 5,620 | 1,791 | 46.8% | $8.77万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $27.60万 | 0.03% | 9,114 | 9,114 | — | $27.60万 | 新建仓 |
| FORM | FORMFACTOR INC | $27.63万 | 0.03% | 2,849 | -3,911 | -57.9% | -$37.93万 | 减仓 |
| KEY | KEYCORP | $27.63万 | 0.03% | 13,783 | 13,783 | — | $27.63万 | 新建仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $27.71万 | 0.03% | 8,937 | -2,080 | -18.9% | -$6.45万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.86万 | 0.03% | 959 | 959 | — | $27.86万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $27.91万 | 0.03% | 10,686 | -5,785 | -35.1% | -$15.11万 | 重新持有 |
| KHC | KRAFT HEINZ CO | $28.08万 | 0.03% | 12,485 | -3,677 | -22.8% | -$8.27万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $28.13万 | 0.03% | 3,316 | 378 | 12.9% | $3.21万 | 加仓 |
| TSN | TYSON FOODS INC | $28.47万 | 0.04% | 4,443 | 4,443 | — | $28.47万 | 新建仓 |
| SNPS | SYNOPSYS INC | $28.47万 | 0.04% | 718 | 99 | 16.0% | $3.93万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $28.72万 | 0.04% | 5,264 | 5,264 | — | $28.72万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.93万 | 0.04% | 1,345 | -103 | -7.1% | -$2.22万 | 减仓 |
| VICI | VICI PPTYS INC | $28.95万 | 0.04% | 10,596 | 10,596 | — | $28.95万 | 新建仓 |
| SRE | SEMPRA | $29.13万 | 0.04% | 2,998 | 86 | 3.0% | $8,355 | 加仓 |
| PFE | PFIZER INC | $29.20万 | 0.04% | 10,400 | -20,422 | -66.3% | -$57.34万 | 减仓 |
| EMR | EMERSON ELEC CO | $29.32万 | 0.04% | 2,238 | 2,238 | — | $29.32万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $29.36万 | 0.04% | 2,239 | -653 | -22.6% | -$8.56万 | 减仓 |
| NXT | NEXTPOWER INC | $29.70万 | 0.04% | 2,464 | 48 | 2.0% | $5,786 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $29.90万 | 0.04% | 3,099 | -455 | -12.8% | -$4.39万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $30.07万 | 0.04% | 1,875 | 169 | 9.9% | $2.71万 | 加仓 |
| KVUE | KENVUE INC | $30.09万 | 0.04% | 17,456 | 17,456 | — | $30.09万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $30.59万 | 0.04% | 5,101 | 5,101 | — | $30.59万 | 新建仓 |
| MCD | MCDONALDS CORP | $30.76万 | 0.04% | 990 | -24 | -2.4% | -$7,456 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.94万 | 0.04% | 1,448 | -22 | -1.5% | -$4,701 | 减仓 |
| WRB | BERKLEY W R CORP | $31.21万 | 0.04% | 4,708 | -10,424 | -68.9% | -$69.10万 | 减仓 |
| QUAL | ISHARES TR | $31.22万 | 0.04% | 1,628 | 193 | 13.4% | $3.70万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.26万 | 0.04% | 1,125 | 110 | 10.8% | $3.06万 | 加仓 |
| VB | VANGUARD INDEX FDS | $31.58万 | 0.04% | 1,206 | 219 | 22.2% | $5.73万 | 加仓 |
| IXUS | ISHARES TR | $31.60万 | 0.04% | 3,647 | 755 | 26.1% | $6.54万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $32.10万 | 0.04% | 62,933 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $32.60万 | 0.04% | 10,287 | 10,287 | — | $32.60万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $32.61万 | 0.04% | 4,030 | 4,030 | — | $32.61万 | 新建仓 |
| FE | FIRSTENERGY CORP | $32.72万 | 0.04% | 6,459 | 6,459 | — | $32.72万 | 新建仓 |
| GOVT | ISHARES TR | $32.95万 | 0.04% | 14,383 | 4,021 | 38.8% | $9.21万 | 加仓 |
| PAYX | PAYCHEX INC | $33.18万 | 0.04% | 3,602 | -296 | -7.6% | -$2.73万 | 减仓 |
| F | FORD MTR CO | $33.26万 | 0.04% | 28,818 | -8,672 | -23.1% | -$10.01万 | 减仓 |