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 |
|---|---|---|---|---|---|---|---|---|
| MEDP | MEDPACE HLDGS INC | $68.48万 | 0.08% | 1,426 | 455 | 46.9% | $21.85万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $68.62万 | 0.08% | 12,127 | -2,833 | -18.9% | -$16.03万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $68.79万 | 0.08% | 13,704 | -3,875 | -22.0% | -$19.45万 | 减仓 |
| BA | BOEING CO | $69.31万 | 0.09% | 3,482 | 66 | 1.9% | $1.31万 | 加仓 |
| IT | GARTNER INC | $70.38万 | 0.09% | 4,445 | 745 | 20.1% | $11.80万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $72.87万 | 0.09% | 16,990 | 7,202 | 73.6% | $30.89万 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $73.00万 | 0.09% | 30,658 | 14,325 | 87.7% | $34.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $74.15万 | 0.09% | 2,521 | -177 | -6.6% | -$5.21万 | 减仓 |
| COHR | COHERENT CORP | $74.62万 | 0.09% | 3,133 | -821 | -20.8% | -$19.55万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $76.20万 | 0.09% | 29,741 | 2,825 | 10.5% | $7.24万 | 加仓 |
| DDS | DILLARDS INC | $76.77万 | 0.09% | 1,342 | 150 | 12.6% | $8.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $76.81万 | 0.09% | 19,523 | -48 | -0.2% | -$1,889 | 减仓 |
| ORI | OLD REP INTL CORP | $76.89万 | 0.09% | 19,270 | 4,037 | 26.5% | $16.11万 | 加仓 |
| SF | STIFEL FINL CORP | $78.04万 | 0.10% | 10,558 | 10,558 | — | $78.04万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $78.85万 | 0.10% | 1,305 | -600 | -31.5% | -$36.25万 | 减仓 |
| GL | GLOBE LIFE INC | $79.13万 | 0.10% | 5,686 | 627 | 12.4% | $8.73万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $79.81万 | 0.10% | 38,465 | -1,838 | -4.6% | -$3.81万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $82.99万 | 0.10% | 14,265 | 4,663 | 48.6% | $27.13万 | 加仓 |
| EVR | EVERCORE INC | $83.04万 | 0.10% | 2,782 | 366 | 15.1% | $10.92万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $84.39万 | 0.10% | 2,839 | 198 | 7.5% | $5.89万 | 加仓 |
| MLI | MUELLER INDS INC | $86.07万 | 0.11% | 7,768 | 1,540 | 24.7% | $17.06万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $88.37万 | 0.11% | 2,904 | 418 | 16.8% | $12.72万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $88.98万 | 0.11% | 46,439 | 28,575 | 160.0% | $54.75万 | 重新持有 |
| UMAR | INNOVATOR ETFS TRUST | $89.30万 | 0.11% | 22,471 | -564 | -2.4% | -$2.24万 | 减仓 |
| USB | US BANCORP | $89.61万 | 0.11% | 17,229 | -18 | -0.1% | -$936 | 减仓 |
| CVX | CHEVRON CORPORATION | $90.05万 | 0.11% | 4,353 | -2,789 | -39.1% | -$57.70万 | 减仓 |
| AMGN | AMGEN INC | $92.12万 | 0.11% | 2,618 | 222 | 9.3% | $7.81万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $92.31万 | 0.11% | 13,661 | 13,661 | — | $92.31万 | 新建仓 |
| EG | EVEREST GROUP LTD | $93.21万 | 0.12% | 2,852 | -377 | -11.7% | -$12.32万 | 减仓 |
| PEP | PEPSICO INC | $93.73万 | 0.12% | 6,036 | -868 | -12.6% | -$13.48万 | 减仓 |
| TBIL | RBB FD INC | $93.89万 | 0.12% | 18,831 | 5,960 | 46.3% | $29.72万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $94.08万 | 0.12% | 37,983 | 320 | 0.8% | $7,926 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $94.87万 | 0.12% | 5,534 | 2,580 | 87.3% | $44.23万 | 重新持有 |
| MCK | MCKESSON CORP | $96.82万 | 0.12% | 1,119 | -505 | -31.1% | -$43.69万 | 重新持有 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $98.27万 | 0.12% | 15,915 | 780 | 5.2% | $4.82万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $98.27万 | 0.12% | 46,092 | 30,577 | 197.1% | $65.19万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $99.26万 | 0.12% | 47,355 | -802 | -1.7% | -$1.68万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $100.89万 | 0.12% | 5,980 | 5,980 | — | $100.89万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $101.08万 | 0.12% | 7,057 | 7,057 | — | $101.08万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $102.65万 | 0.13% | 22,133 | 1,357 | 6.5% | $6.29万 | 加仓 |
| ORCL | ORACLE CORP | $102.93万 | 0.13% | 6,997 | 1,075 | 18.2% | $15.81万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $105.42万 | 0.13% | 4,975 | 4,975 | — | $105.42万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $105.64万 | 0.13% | 8,272 | 2,010 | 32.1% | $25.67万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $105.86万 | 0.13% | 6,375 | 145 | 2.3% | $2.41万 | 加仓 |
| FIX | COMFORT SYS USA INC | $105.91万 | 0.13% | 768 | -5 | -0.6% | -$6,895 | 减仓 |
| APA | APA CORPORATION | $107.89万 | 0.13% | 25,421 | -383 | -1.5% | -$1.63万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $109.05万 | 0.13% | 7,550 | -873 | -10.4% | -$12.61万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $109.99万 | 0.14% | 1,841 | 172 | 10.3% | $10.28万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $110.19万 | 0.14% | 4,546 | 3,119 | 218.6% | $75.60万 | 加仓 |
| BBY | BEST BUY INC | $110.71万 | 0.14% | 17,245 | 1,161 | 7.2% | $7.45万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $112.98万 | 0.14% | 12,534 | -2,592 | -17.1% | -$23.36万 | 减仓 |
| COR | CENCORA INC | $116.96万 | 0.14% | 3,723 | 3,723 | — | $116.96万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $117.61万 | 0.15% | 17,290 | 3,033 | 21.3% | $20.63万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $121.45万 | 0.15% | 7,809 | 6,699 | 603.5% | $104.19万 | 加仓 |
| INCY | INCYTE CORP | $122.09万 | 0.15% | 12,971 | 334 | 2.6% | $3.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $122.47万 | 0.15% | 2,556 | -348 | -12.0% | -$16.67万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $123.05万 | 0.15% | 7,820 | 1,603 | 25.8% | $25.22万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $124.59万 | 0.15% | 12,797 | -7,218 | -36.1% | -$70.27万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $127.88万 | 0.16% | 5,539 | 617 | 12.5% | $14.24万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $130.98万 | 0.16% | 10,088 | -3,433 | -25.4% | -$44.57万 | 减仓 |
| FOXA | FOX CORP | $131.02万 | 0.16% | 22,436 | 9,608 | 74.9% | $56.11万 | 重新持有 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $131.98万 | 0.16% | 21,512 | 10,288 | 91.7% | $63.12万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $132.25万 | 0.16% | 9,041 | 84 | 0.9% | $1.23万 | 加仓 |
| FTI | TECHNIPFMC PLC | $134.88万 | 0.17% | 19,511 | -2,376 | -10.9% | -$16.43万 | 减仓 |
| — | ISHARES ETHEREUM TR | $136.16万 | 0.17% | 86,016 | 17,671 | 25.9% | $27.97万 | 加仓 |
| ILMN | ILLUMINA INC | $136.58万 | 0.17% | 11,080 | 7,780 | 235.8% | $95.90万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $136.66万 | 0.17% | 17,855 | 6,738 | 60.6% | $51.57万 | 加仓 |
| APP | APPLOVIN CORP | $138.19万 | 0.17% | 3,472 | 1,432 | 70.2% | $57.00万 | 加仓 |
| — | ELECTRONIC ARTS INC | $138.67万 | 0.17% | 6,802 | 5,607 | 469.2% | $114.31万 | 加仓 |
| HD | HOME DEPOT INC | $139.44万 | 0.17% | 4,240 | -1,443 | -25.4% | -$47.46万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $141.18万 | 0.17% | 5,776 | 1,283 | 28.6% | $31.36万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $141.55万 | 0.17% | 6,699 | 6,699 | — | $141.55万 | 新建仓 |
| SLV | ISHARES SILVER TR | $142.22万 | 0.18% | 20,872 | -2,274 | -9.8% | -$15.50万 | 减仓 |
| JBL | JABIL INC | $142.51万 | 0.18% | 5,365 | 446 | 9.1% | $11.85万 | 加仓 |
| FSLR | FIRST SOLAR INC | $142.64万 | 0.18% | 7,231 | 6,286 | 665.2% | $124.00万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $144.65万 | 0.18% | 16,053 | 11,647 | 264.3% | $104.95万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $146.30万 | 0.18% | 15,242 | 1,374 | 9.9% | $13.19万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $147.45万 | 0.18% | 10,904 | 810 | 8.0% | $10.95万 | 加仓 |
| ADBE | ADOBE INC | $148.35万 | 0.18% | 6,103 | 1,314 | 27.4% | $31.94万 | 加仓 |
| SLB | SLB LIMITED | $149.87万 | 0.19% | 29,164 | 15,735 | 117.2% | $80.86万 | 重新持有 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $150.49万 | 0.19% | 55,267 | 11,119 | 25.2% | $30.28万 | 加仓 |
| NEM | NEWMONT CORP | $154.35万 | 0.19% | 14,259 | -1,316 | -8.4% | -$14.25万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $154.36万 | 0.19% | 30,798 | 5,330 | 20.9% | $26.71万 | 加仓 |
| ICSH | ISHARES TR | $155.11万 | 0.19% | 30,642 | 5,041 | 19.7% | $25.52万 | 加仓 |
| EMHY | ISHARES INC | $157.10万 | 0.19% | 39,894 | 8,590 | 27.4% | $33.83万 | 加仓 |
| ALL | ALLSTATE CORP | $157.94万 | 0.20% | 7,618 | 912 | 13.6% | $18.91万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $160.75万 | 0.20% | 8,812 | 8,812 | — | $160.75万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $163.61万 | 0.20% | 42,585 | 3,905 | 10.1% | $15.00万 | 加仓 |
| PYLD | PIMCO ETF TR | $164.38万 | 0.20% | 62,740 | 12,875 | 25.8% | $33.73万 | 加仓 |
| PULS | PGIM ETF TR | $164.65万 | 0.20% | 33,262 | 5,182 | 18.5% | $25.65万 | 加仓 |
| CB | CHUBB LTD SWITZ | $165.05万 | 0.20% | 5,064 | 1,426 | 39.2% | $46.48万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $169.10万 | 0.21% | 6,844 | 3,721 | 119.1% | $91.94万 | 加仓 |
| FLOT | ISHARES TR | $171.86万 | 0.21% | 33,731 | 4,385 | 14.9% | $22.34万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $172.57万 | 0.21% | 42,992 | 8,333 | 24.0% | $33.45万 | 加仓 |
| CSHI | NEOS ETF TRUST | $173.37万 | 0.21% | 34,827 | 5,073 | 17.0% | $25.25万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $182.36万 | 0.23% | 35,181 | 5,625 | 19.0% | $29.16万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $182.98万 | 0.23% | 35,235 | 7,450 | 26.8% | $38.69万 | 加仓 |
| PGR | PROGRESSIVE CORP | $187.53万 | 0.23% | 9,460 | 3,071 | 48.1% | $60.88万 | 加仓 |
| QCOM | QUALCOMM INC | $188.73万 | 0.23% | 14,655 | 2,986 | 25.6% | $38.45万 | 加仓 |