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 |
|---|---|---|---|---|---|---|---|---|
| FTCS | FIRST TR EXCHANGE-TRADED FD | $33.59万 | 0.04% | 3,621 | -113 | -3.0% | -$1.05万 | 减仓 |
| NKE | NIKE INC | $33.63万 | 0.04% | 6,368 | 6,368 | — | $33.63万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.04万 | 0.04% | 872 | 872 | — | $34.04万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $34.71万 | 0.04% | 3,742 | -1,400 | -27.2% | -$12.99万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $34.93万 | 0.04% | 1,679 | 1,679 | — | $34.93万 | 新建仓 |
| CGNX | COGNEX CORP | $34.96万 | 0.04% | 7,136 | 130 | 1.9% | $6,369 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $35.48万 | 0.04% | 3,135 | 3,135 | — | $35.48万 | 新建仓 |
| NOW | SERVICENOW INC | $35.49万 | 0.04% | 3,395 | 3,395 | — | $35.49万 | 新建仓 |
| ABBV | ABBVIE INC | $35.67万 | 0.04% | 1,640 | 41 | 2.6% | $8,916 | 加仓 |
| RBLX | ROBLOX CORP | $35.83万 | 0.04% | 6,335 | 1,897 | 42.7% | $10.73万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $36.33万 | 0.04% | 8,130 | -298 | -3.5% | -$1.33万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $36.45万 | 0.05% | 7,461 | -36 | -0.5% | -$1,759 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $37.20万 | 0.05% | 4,618 | 4,618 | — | $37.20万 | 新建仓 |
| UNP | UNION PAC CORP | $37.29万 | 0.05% | 1,537 | 53 | 3.6% | $1.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $38.24万 | 0.05% | 384 | 50 | 15.0% | $4.98万 | 加仓 |
| CWB | SPDR SERIES TRUST | $38.46万 | 0.05% | 4,203 | 4,203 | — | $38.46万 | 新建仓 |
| RTX | RTX CORPORATION | $38.60万 | 0.05% | 2,001 | 30 | 1.5% | $5,787 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $39.35万 | 0.05% | 11,737 | 11,737 | — | $39.35万 | 新建仓 |
| XYZ | BLOCK INC | $39.47万 | 0.05% | 6,558 | -304 | -4.4% | -$1.83万 | 减仓 |
| IWF | ISHARES TR | $39.79万 | 0.05% | 933 | 496 | 113.5% | $21.15万 | 加仓 |
| CVS | CVS HEALTH CORP | $40.02万 | 0.05% | 5,573 | 5,573 | — | $40.02万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $40.60万 | 0.05% | 5,016 | -1,086 | -17.8% | -$8.79万 | 减仓 |
| FTNT | FORTINET INC | $40.90万 | 0.05% | 5,005 | 1,136 | 29.4% | $9.28万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $41.26万 | 0.05% | 9,038 | -5,852 | -39.3% | -$26.71万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $41.30万 | 0.05% | 2,365 | 491 | 26.2% | $8.57万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $41.48万 | 0.05% | 1,156 | 15 | 1.3% | $5,382 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $41.91万 | 0.05% | 4,231 | 4,231 | — | $41.91万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $42.02万 | 0.05% | 1,769 | -127 | -6.7% | -$3.02万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $42.16万 | 0.05% | 844 | 368 | 77.3% | $18.38万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $42.23万 | 0.05% | 10,710 | 226 | 2.2% | $8,911 | 加仓 |
| YETI | YETI HLDGS INC | $42.35万 | 0.05% | 11,574 | 1,435 | 14.2% | $5.25万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $42.69万 | 0.05% | 3,257 | 3,257 | — | $42.69万 | 新建仓 |
| NET | CLOUDFLARE INC | $43.33万 | 0.05% | 2,100 | 465 | 28.4% | $9.59万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $43.54万 | 0.05% | 14,454 | 14,454 | — | $43.54万 | 新建仓 |
| EPR | EPR PPTYS | $43.57万 | 0.05% | 8,721 | -2,972 | -25.4% | -$14.85万 | 减仓 |
| CAT | CATERPILLAR INC | $43.59万 | 0.05% | 615 | -31 | -4.8% | -$2.20万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $43.65万 | 0.05% | 3,770 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $44.10万 | 0.05% | 8,705 | -170 | -1.9% | -$8,612 | 减仓 |
| CMCSA | COMCAST CORP NEW | $44.32万 | 0.05% | 15,438 | -2,982 | -16.2% | -$8.56万 | 重新持有 |
| TAXX | BONDBLOXX ETF TRUST | $44.59万 | 0.06% | 8,821 | 8,821 | — | $44.59万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $44.98万 | 0.06% | 2,720 | 2,720 | — | $44.98万 | 新建仓 |
| QFLR | INNOVATOR ETFS TRUST | $45.10万 | 0.06% | 13,543 | 5,703 | 72.7% | $18.99万 | 加仓 |
| EOG | EOG RES INC | $46.13万 | 0.06% | 3,191 | -1,010 | -24.0% | -$14.60万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $46.25万 | 0.06% | 1,369 | -1,011 | -42.5% | -$34.16万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $46.28万 | 0.06% | 2,278 | 1,041 | 84.2% | $21.15万 | 重新持有 |
| MDT | MEDTRONIC PLC | $46.45万 | 0.06% | 5,361 | -912 | -14.5% | -$7.90万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $46.62万 | 0.06% | 7,214 | 552 | 8.3% | $3.57万 | 加仓 |
| TGT | TARGET CORP | $46.84万 | 0.06% | 3,865 | -15,521 | -80.1% | -$188.10万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $46.89万 | 0.06% | 1,372 | 220 | 19.1% | $7.52万 | 加仓 |
| LOW | LOWES COS INC | $47.33万 | 0.06% | 2,003 | 201 | 11.2% | $4.75万 | 加仓 |
| SHY | ISHARES TR | $47.57万 | 0.06% | 5,761 | 31 | 0.5% | $2,560 | 加仓 |
| MTG | MGIC INVT CORP WIS | $48.00万 | 0.06% | 18,284 | 2,588 | 16.5% | $6.79万 | 加仓 |
| GLOB | GLOBANT S A | $48.62万 | 0.06% | 10,545 | 10,545 | — | $48.62万 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC | $48.85万 | 0.06% | 18,530 | 18,530 | — | $48.85万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $49.97万 | 0.06% | 39,750 | 39,750 | — | $49.97万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $50.43万 | 0.06% | 2,597 | -263 | -9.2% | -$5.11万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $51.13万 | 0.06% | 16,792 | 16,792 | — | $51.13万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $51.34万 | 0.06% | 2,961 | 457 | 18.3% | $7.92万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.46万 | 0.06% | 1,047 | 6 | 0.6% | $2,949 | 加仓 |
| IVE | ISHARES TR | $51.56万 | 0.06% | 2,442 | 865 | 54.9% | $18.26万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $51.99万 | 0.06% | 15,272 | -907 | -5.6% | -$3.09万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $52.99万 | 0.07% | 5,899 | 5,899 | — | $52.99万 | 新建仓 |
| EBAY | EBAY INC. | $53.15万 | 0.07% | 5,839 | -33 | -0.6% | -$3,004 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $53.19万 | 0.07% | 5,624 | -447 | -7.4% | -$4.23万 | 减仓 |
| DOX | AMDOCS LTD | $53.44万 | 0.07% | 8,189 | 4,145 | 102.5% | $27.05万 | 重新持有 |
| IVW | ISHARES TR | $54.04万 | 0.07% | 4,778 | 1,713 | 55.9% | $19.38万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.10万 | 0.07% | 8,920 | -2,819 | -24.0% | -$17.10万 | 减仓 |
| OKE | ONEOK INC NEW | $54.18万 | 0.07% | 5,994 | -1,664 | -21.7% | -$15.04万 | 减仓 |
| AIZ | ASSURANT INC | $54.89万 | 0.07% | 2,520 | 2,520 | — | $54.89万 | 新建仓 |
| CART | MAPLEBEAR INC | $54.91万 | 0.07% | 14,658 | 4,680 | 46.9% | $17.53万 | 重新持有 |
| SEIC | SEI INVTS CO | $55.02万 | 0.07% | 7,011 | 810 | 13.1% | $6.36万 | 加仓 |
| MRK | MERCK & CO INC | $55.06万 | 0.07% | 4,578 | -3,605 | -44.1% | -$43.36万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $56.13万 | 0.07% | 4,287 | -1,022 | -19.3% | -$13.38万 | 减仓 |
| DOCU | DOCUSIGN INC | $56.18万 | 0.07% | 11,850 | 3,812 | 47.4% | $18.07万 | 重新持有 |
| VSNT | VERSANT MEDIA GROUP INC | $56.47万 | 0.07% | 15,255 | 15,255 | — | $56.47万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $56.84万 | 0.07% | 7,285 | -3,443 | -32.1% | -$26.86万 | 减仓 |
| EPAM | EPAM SYS INC | $57.49万 | 0.07% | 4,246 | 4,246 | — | $57.49万 | 新建仓 |
| WU | WESTERN UN CO | $57.62万 | 0.07% | 65,998 | 10,389 | 18.7% | $9.07万 | 重新持有 |
| SAM | BOSTON BEER INC | $57.92万 | 0.07% | 2,514 | 2,514 | — | $57.92万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $58.00万 | 0.07% | 13,627 | 5,267 | 63.0% | $22.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.37万 | 0.07% | 2,869 | -379 | -11.7% | -$7.71万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $59.81万 | 0.07% | 4,136 | 356 | 9.4% | $5.15万 | 加仓 |
| PSX | PHILLIPS 66 | $59.98万 | 0.07% | 3,292 | -1,091 | -24.9% | -$19.88万 | 减仓 |
| CSCO | CISCO SYS INC | $60.22万 | 0.07% | 7,762 | 594 | 8.3% | $4.61万 | 加仓 |
| KO | COCA COLA CO | $60.54万 | 0.07% | 7,960 | -1,874 | -19.1% | -$14.25万 | 减仓 |
| NEU | NEWMARKET CORP | $61.21万 | 0.08% | 955 | 955 | — | $61.21万 | 新建仓 |
| RLI | RLI CORP | $61.53万 | 0.08% | 10,787 | 684 | 6.8% | $3.90万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $61.70万 | 0.08% | 6,302 | -2,131 | -25.3% | -$20.86万 | 减仓 |
| GOOG | ALPHABET INC | $61.72万 | 0.08% | 2,152 | -1,252 | -36.8% | -$35.91万 | 减仓 |
| IEMG | ISHARES INC | $61.85万 | 0.08% | 8,867 | 158 | 1.8% | $1.10万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $62.30万 | 0.08% | 14,519 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $63.64万 | 0.08% | 7,030 | 1,170 | 20.0% | $10.59万 | 加仓 |
| TDC | TERADATA CORP DEL | $64.35万 | 0.08% | 25,106 | 8,657 | 52.6% | $22.19万 | 加仓 |
| SPGI | S&P GLOBAL INC | $65.12万 | 0.08% | 1,531 | 21 | 1.4% | $8,932 | 加仓 |
| LSTR | LANDSTAR SYS INC | $65.16万 | 0.08% | 4,064 | 4,064 | — | $65.16万 | 新建仓 |
| GDDY | GODADDY INC | $65.36万 | 0.08% | 7,906 | 7,906 | — | $65.36万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $65.51万 | 0.08% | 10,224 | 1,166 | 12.9% | $7.47万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $66.10万 | 0.08% | 13,175 | 13,175 | — | $66.10万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $66.33万 | 0.08% | 2,451 | -74 | -2.9% | -$2.00万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $67.91万 | 0.08% | 4,297 | 4,297 | — | $67.91万 | 新建仓 |