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 |
|---|---|---|---|---|---|---|---|---|
| HST | HOST HOTELS & RESORTS INC | $38.77万 | 0.04% | 16,352 | -30,087 | -64.8% | -$71.33万 | 减仓 |
| LOW | LOWES COS INC | $39.04万 | 0.04% | 1,770 | -233 | -11.6% | -$5.14万 | 减仓 |
| EMR | EMERSON ELEC CO | $39.27万 | 0.04% | 2,743 | 505 | 22.6% | $7.23万 | 加仓 |
| IJR | ISHARES TR | $39.40万 | 0.04% | 2,657 | 767 | 40.6% | $11.37万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $39.77万 | 0.04% | 2,223 | 697 | 45.7% | $12.47万 | 重新持有 |
| BAUG | INNOVATOR ETFS TRUST | $39.94万 | 0.04% | 7,450 | -11 | -0.1% | -$590 | 减仓 |
| WSO | WATSCO INC | $40.12万 | 0.04% | 963 | 401 | 71.4% | $16.71万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $40.38万 | 0.04% | 12,136 | 12,136 | — | $40.38万 | 新建仓 |
| CNA | CNA FINL CORP | $40.87万 | 0.04% | 8,408 | 3,540 | 72.7% | $17.21万 | 加仓 |
| IVE | ISHARES TR | $40.93万 | 0.04% | 1,803 | -639 | -26.2% | -$14.51万 | 减仓 |
| OMC | OMNICOM GROUP INC | $41.32万 | 0.04% | 5,673 | 5,673 | — | $41.32万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $41.36万 | 0.04% | 12,100 | 12,100 | — | $41.36万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $41.52万 | 0.04% | 9,626 | -1,084 | -10.1% | -$4.68万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.78万 | 0.04% | 1,005 | -1,446 | -59.0% | -$60.11万 | 减仓 |
| MKSI | MKS INC. | $42.24万 | 0.04% | 950 | -3,834 | -80.1% | -$170.49万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $42.93万 | 0.04% | 1,416 | 210 | 17.4% | $6.37万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $42.98万 | 0.04% | 8,471 | -350 | -4.0% | -$1.78万 | 减仓 |
| RTX | RTX CORPORATION | $43.01万 | 0.04% | 2,267 | 266 | 13.3% | $5.05万 | 加仓 |
| TENB | TENABLE HLDGS INC | $43.09万 | 0.04% | 11,685 | 11,685 | — | $43.09万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $43.23万 | 0.04% | 8,415 | -290 | -3.3% | -$1.49万 | 减仓 |
| GIS | GENERAL MILLS INC | $43.46万 | 0.04% | 12,490 | 3,453 | 38.2% | $12.02万 | 重新持有 |
| FSLR | FIRST SOLAR INC | $43.56万 | 0.04% | 1,846 | -5,385 | -74.5% | -$127.06万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $44.40万 | 0.04% | 3,802 | 32 | 0.8% | $3,737 | 加仓 |
| VTI | VANGUARD INDEX FDS | $44.61万 | 0.04% | 1,206 | 1,206 | — | $44.61万 | 新建仓 |
| SNPS | SYNOPSYS INC | $44.65万 | 0.04% | 1,001 | 283 | 39.4% | $12.62万 | 加仓 |
| ATEN | A10 NETWORKS INC | $45.58万 | 0.04% | 12,201 | 1,628 | 15.4% | $6.08万 | 加仓 |
| IOT | SAMSARA INC | $46.01万 | 0.04% | 14,188 | 3,901 | 37.9% | $12.65万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $46.20万 | 0.04% | 9,987 | 9,987 | — | $46.20万 | 新建仓 |
| AMCR | AMCOR PLC | $46.35万 | 0.05% | 10,693 | 4,618 | 76.0% | $20.02万 | 加仓 |
| PPG | PPG INDS INC | $46.82万 | 0.05% | 3,860 | 114 | 3.0% | $1.38万 | 重新持有 |
| NTNX | NUTANIX INC | $47.43万 | 0.05% | 9,308 | 2,459 | 35.9% | $12.53万 | 加仓 |
| UNP | UNION PAC CORP | $47.49万 | 0.05% | 1,746 | 209 | 13.6% | $5.68万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $47.75万 | 0.05% | 3,266 | 901 | 38.1% | $13.17万 | 加仓 |
| TDC | TERADATA CORP DEL | $47.84万 | 0.05% | 13,807 | -11,299 | -45.0% | -$39.15万 | 减仓 |
| MTB | M & T BK CORP | $48.71万 | 0.05% | 2,047 | 24 | 1.2% | $5,711 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $48.85万 | 0.05% | 1,954 | 606 | 45.0% | $15.15万 | 加仓 |
| KEY | KEYCORP | $49.17万 | 0.05% | 21,331 | 7,548 | 54.8% | $17.40万 | 加仓 |
| IWF | ISHARES TR | $49.33万 | 0.05% | 3,973 | 241 | 6.5% | $2.99万 | 加仓 |
| U | UNITY SOFTWARE INC | $49.34万 | 0.05% | 17,264 | 6,269 | 57.0% | $17.92万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $49.57万 | 0.05% | 16,538 | 2,911 | 21.4% | $8.72万 | 加仓 |
| NOW | SERVICENOW INC | $49.64万 | 0.05% | 5,000 | 1,605 | 47.3% | $15.93万 | 加仓 |
| HSY | HERSHEY CO | $49.81万 | 0.05% | 2,839 | 453 | 19.0% | $7.95万 | 重新持有 |
| EXLS | EXLSERVICE HLDGS INC | $50.08万 | 0.05% | 19,367 | 2,575 | 15.3% | $6.66万 | 加仓 |
| FE | FIRSTENERGY CORP | $50.58万 | 0.05% | 10,639 | 4,180 | 64.7% | $19.87万 | 加仓 |
| TXG | 10X GENOMICS INC | $50.64万 | 0.05% | 13,209 | 2,806 | 27.0% | $10.76万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $50.74万 | 0.05% | 6,853 | 1,837 | 36.6% | $13.60万 | 加仓 |
| PRI | PRIMERICA INC | $51.04万 | 0.05% | 1,796 | 1,796 | — | $51.04万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $51.08万 | 0.05% | 3,515 | 1,276 | 57.0% | $18.54万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $51.12万 | 0.05% | 6,691 | -78 | -1.2% | -$5,959 | 重新持有 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $51.44万 | 0.05% | 13,903 | -1,369 | -9.0% | -$5.07万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $51.49万 | 0.05% | 2,729 | 758 | 38.5% | $14.30万 | 重新持有 |
| WFRD | WEATHERFORD INTL PLC | $53.22万 | 0.05% | 6,531 | 907 | 16.1% | $7.39万 | 加仓 |
| F | FORD MTR CO | $53.34万 | 0.05% | 38,378 | 9,560 | 33.2% | $13.29万 | 加仓 |
| FCN | FTI CONSULTING INC | $53.38万 | 0.05% | 3,582 | 3,582 | — | $53.38万 | 新建仓 |
| FORM | FORMFACTOR INC | $53.40万 | 0.05% | 3,339 | 490 | 17.2% | $7.84万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $53.40万 | 0.05% | 2,785 | 1,484 | 114.1% | $28.46万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $53.80万 | 0.05% | 14,747 | 1,204 | 8.9% | $4.39万 | 加仓 |
| HXL | HEXCEL CORP NEW | $54.21万 | 0.05% | 5,418 | 1,388 | 34.4% | $13.89万 | 加仓 |
| IVW | ISHARES TR | $54.23万 | 0.05% | 3,943 | -835 | -17.5% | -$11.48万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $54.29万 | 0.05% | 1,057 | 213 | 25.2% | $10.94万 | 加仓 |
| PAYX | PAYCHEX INC | $54.81万 | 0.05% | 5,574 | 1,972 | 54.7% | $19.39万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $54.82万 | 0.05% | 4,114 | 2,018 | 96.3% | $26.89万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $54.91万 | 0.05% | 1,463 | 338 | 30.0% | $12.69万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $55.12万 | 0.05% | 7,867 | 2,766 | 54.2% | $19.38万 | 加仓 |
| RNG | RINGCENTRAL INC | $55.23万 | 0.05% | 14,169 | 14,169 | — | $55.23万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $55.67万 | 0.05% | 5,032 | 1,897 | 60.5% | $20.99万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $57.38万 | 0.06% | 3,863 | -273 | -6.6% | -$4.05万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $57.46万 | 0.06% | 1,146 | 99 | 9.5% | $4.96万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $57.54万 | 0.06% | 1,745 | 373 | 27.2% | $12.30万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $57.98万 | 0.06% | 16,101 | 846 | 5.5% | $3.05万 | 加仓 |
| RBLX | ROBLOX CORP | $58.42万 | 0.06% | 10,742 | 4,407 | 69.6% | $23.97万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $58.52万 | 0.06% | 51,738 | 51,738 | — | $58.52万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $58.76万 | 0.06% | 17,952 | 3,012 | 20.2% | $9.86万 | 重新持有 |
| SHY | ISHARES TR | $58.97万 | 0.06% | 7,182 | 1,421 | 24.7% | $11.67万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $59.13万 | 0.06% | 3,461 | 3,461 | — | $59.13万 | 新建仓 |
| CHWY | CHEWY INC | $59.21万 | 0.06% | 30,134 | 30,134 | — | $59.21万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $60.18万 | 0.06% | 20,832 | 6,378 | 44.1% | $18.43万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $60.53万 | 0.06% | 11,652 | 11,652 | — | $60.53万 | 新建仓 |
| XYZ | BLOCK INC | $61.07万 | 0.06% | 8,035 | 1,477 | 22.5% | $11.23万 | 加仓 |
| SPGI | S&P GLOBAL INC | $61.74万 | 0.06% | 1,516 | -15 | -1.0% | -$6,109 | 减仓 |
| LRCX | LAM RESEARCH CORP | $62.06万 | 0.06% | 1,432 | -16 | -1.1% | -$6,934 | 减仓 |
| CGNX | COGNEX CORP | $62.25万 | 0.06% | 8,595 | 1,459 | 20.4% | $10.57万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $62.35万 | 0.06% | 12,374 | 3,336 | 36.9% | $16.81万 | 加仓 |
| AOS | SMITH A O CORP | $62.90万 | 0.06% | 10,029 | 2,462 | 32.5% | $15.44万 | 重新持有 |
| AMBA | AMBARELLA INC | $63.38万 | 0.06% | 7,387 | 2,051 | 38.4% | $17.60万 | 加仓 |
| RLI | RLI CORP | $63.44万 | 0.06% | 10,740 | -47 | -0.4% | -$2,776 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $63.68万 | 0.06% | 2,847 | 2,847 | — | $63.68万 | 新建仓 |
| YETI | YETI HLDGS INC | $64.78万 | 0.06% | 13,071 | 1,497 | 12.9% | $7.42万 | 加仓 |
| RBRK | RUBRIK INC. | $65.00万 | 0.06% | 8,097 | 2,477 | 44.1% | $19.89万 | 加仓 |
| EBAY | EBAY INC. | $65.44万 | 0.06% | 5,856 | 17 | 0.3% | $1,900 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $65.65万 | 0.06% | 60,564 | 60,564 | — | $65.65万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $65.83万 | 0.06% | 23,345 | 5,061 | 27.7% | $14.27万 | 加仓 |
| GNTX | GENTEX CORP | $66.06万 | 0.06% | 26,141 | 26,141 | — | $66.06万 | 新建仓 |
| DDOG | DATADOG INC | $66.90万 | 0.07% | 2,569 | 353 | 15.9% | $9.19万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $66.91万 | 0.07% | 13,159 | -16 | -0.1% | -$814 | 减仓 |
| INTC | INTEL CORP | $67.25万 | 0.07% | 4,816 | 4,816 | — | $67.25万 | 新建仓 |
| WU | WESTERN UN CO | $67.43万 | 0.07% | 87,576 | 21,578 | 32.7% | $16.62万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $67.78万 | 0.07% | 4,431 | 689 | 18.4% | $10.54万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $68.67万 | 0.07% | 6,256 | 3,157 | 101.9% | $34.65万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $68.75万 | 0.07% | 28,004 | 12,566 | 81.4% | $30.85万 | 加仓 |