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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | $68.93万 | 0.07% | 8,504 | 4,801 | 129.7% | $38.92万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $69.93万 | 0.07% | 1,412 | 256 | 22.1% | $12.68万 | 加仓 |
| ETSY | ETSY INC | $70.40万 | 0.07% | 9,345 | 1,211 | 14.9% | $9.12万 | 重新持有 |
| SNDR | SCHNEIDER NATIONAL INC | $70.40万 | 0.07% | 19,271 | 741 | 4.0% | $2.71万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $71.03万 | 0.07% | 9,075 | 1,861 | 25.8% | $14.57万 | 加仓 |
| GOOG | ALPHABET INC | $71.04万 | 0.07% | 2,011 | -141 | -6.6% | -$4.98万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $71.30万 | 0.07% | 10,483 | -3,782 | -26.5% | -$25.72万 | 减仓 |
| IEMG | ISHARES INC | $71.63万 | 0.07% | 8,647 | -220 | -2.5% | -$1.82万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $72.20万 | 0.07% | 3,224 | 946 | 41.5% | $21.18万 | 加仓 |
| CAT | CATERPILLAR INC | $72.23万 | 0.07% | 678 | 63 | 10.2% | $6.71万 | 加仓 |
| THG | HANOVER INS GROUP INC | $72.59万 | 0.07% | 3,390 | 429 | 14.5% | $9.19万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $72.65万 | 0.07% | 4,497 | 4,497 | — | $72.65万 | 新建仓 |
| RRC | RANGE RES CORP | $72.83万 | 0.07% | 19,583 | 19,583 | — | $72.83万 | 新建仓 |
| PSA | PUBLIC STORAGE | $72.94万 | 0.07% | 2,292 | 1,514 | 194.6% | $48.18万 | 加仓 |
| TFC | TRUIST FINL CORP | $73.06万 | 0.07% | 14,664 | 14,664 | — | $73.06万 | 新建仓 |
| KO | COCA COLA CO | $73.53万 | 0.07% | 9,048 | 1,088 | 13.7% | $8.84万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $73.54万 | 0.07% | 3,556 | -508 | -12.5% | -$10.51万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $73.58万 | 0.07% | 2,721 | 2,721 | — | $73.58万 | 新建仓 |
| NET | CLOUDFLARE INC | $73.76万 | 0.07% | 3,007 | 907 | 43.2% | $22.25万 | 加仓 |
| MDT | MEDTRONIC PLC | $73.82万 | 0.07% | 9,436 | 4,075 | 76.0% | $31.88万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $74.85万 | 0.07% | 36,140 | -2,325 | -6.0% | -$4.82万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $77.04万 | 0.07% | 10,812 | 588 | 5.8% | $4.19万 | 加仓 |
| DDS | DILLARDS INC | $77.36万 | 0.08% | 1,464 | 122 | 9.1% | $6.45万 | 加仓 |
| ILMN | ILLUMINA INC | $77.43万 | 0.08% | 4,403 | -6,677 | -60.3% | -$117.41万 | 减仓 |
| BA | BOEING CO | $78.93万 | 0.08% | 3,646 | 164 | 4.7% | $3.55万 | 加仓 |
| OSK | OSHKOSH CORP | $79.05万 | 0.08% | 5,151 | 1,250 | 32.0% | $19.18万 | 重新持有 |
| MUSA | MURPHY USA INC | $79.21万 | 0.08% | 1,470 | 1,470 | — | $79.21万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $79.37万 | 0.08% | 4,387 | 1,667 | 61.3% | $30.16万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $80.38万 | 0.08% | 13,222 | 1,095 | 9.0% | $6.66万 | 加仓 |
| SYY | SYSCO CORP | $82.02万 | 0.08% | 9,814 | 1,331 | 15.7% | $11.12万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $82.16万 | 0.08% | 19,523 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $82.60万 | 0.08% | 6,942 | 640 | 10.2% | $7.62万 | 加仓 |
| TTC | TORO CO | $82.85万 | 0.08% | 8,504 | 8,504 | — | $82.85万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $82.92万 | 0.08% | 11,849 | 11,849 | — | $82.92万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $83.31万 | 0.08% | 18,468 | -12,190 | -39.8% | -$54.99万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $83.84万 | 0.08% | 4,971 | -563 | -10.2% | -$9.50万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $84.35万 | 0.08% | 28,071 | 28,071 | — | $84.35万 | 新建仓 |
| CART | MAPLEBEAR INC | $84.56万 | 0.08% | 17,858 | 3,200 | 21.8% | $15.15万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $85.60万 | 0.08% | 33,541 | 3,800 | 12.8% | $9.70万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $85.74万 | 0.08% | 9,450 | 7,467 | 376.6% | $67.75万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $86.12万 | 0.08% | 2,889 | 292 | 11.2% | $8.70万 | 加仓 |
| SEIC | SEI INVTS CO | $86.40万 | 0.08% | 9,851 | 2,840 | 40.5% | $24.91万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $86.91万 | 0.08% | 11,256 | 11,256 | — | $86.91万 | 新建仓 |
| TBIL | RBB FD INC | $86.91万 | 0.08% | 17,431 | -1,400 | -7.4% | -$6.98万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $87.01万 | 0.08% | 1,643 | 217 | 15.2% | $11.49万 | 加仓 |
| AIZ | ASSURANT INC | $87.47万 | 0.09% | 3,257 | 737 | 29.2% | $19.79万 | 加仓 |
| MCD | MCDONALDS CORP | $87.78万 | 0.09% | 3,247 | 2,257 | 228.0% | $61.01万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $87.89万 | 0.09% | 2,577 | 702 | 37.4% | $23.94万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $88.55万 | 0.09% | 35,592 | -2,391 | -6.3% | -$5.95万 | 减仓 |
| APA | APA CORPORATION | $88.62万 | 0.09% | 27,208 | 1,787 | 7.0% | $5.82万 | 加仓 |
| MRK | MERCK & CO INC | $89.87万 | 0.09% | 6,993 | 2,415 | 52.8% | $31.03万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $91.20万 | 0.09% | 13,297 | 13,297 | — | $91.20万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $91.41万 | 0.09% | 6,636 | 2,339 | 54.4% | $32.22万 | 加仓 |
| FTNT | FORTINET INC | $92.28万 | 0.09% | 6,007 | 1,002 | 20.0% | $15.39万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $94.17万 | 0.09% | 22,241 | 8,537 | 62.3% | $36.15万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $96.34万 | 0.09% | 24,874 | 3,362 | 15.6% | $13.02万 | 加仓 |
| IEFA | ISHARES TR | $96.59万 | 0.09% | 10,001 | 2,971 | 42.3% | $28.69万 | 加仓 |
| QCOM | QUALCOMM INC | $96.88万 | 0.09% | 5,243 | -9,412 | -64.2% | -$173.92万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $97.02万 | 0.09% | 46,523 | -832 | -1.8% | -$1.74万 | 减仓 |
| SLV | ISHARES SILVER TR | $97.81万 | 0.10% | 18,292 | -2,580 | -12.4% | -$13.80万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $100.11万 | 0.10% | 10,083 | 10,083 | — | $100.11万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $101.25万 | 0.10% | 18,459 | 18,459 | — | $101.25万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $102.55万 | 0.10% | 14,724 | 674 | 4.8% | $4.69万 | 重新持有 |
| UMAR | INNOVATOR ETFS TRUST | $102.78万 | 0.10% | 24,329 | 1,858 | 8.3% | $7.85万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $103.55万 | 0.10% | 3,341 | 437 | 15.0% | $13.54万 | 加仓 |
| USB | US BANCORP | $104.07万 | 0.10% | 17,231 | 2 | 0.0% | $121 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $104.49万 | 0.10% | 3,449 | 1,680 | 95.0% | $50.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $104.62万 | 0.10% | 3,196 | 675 | 26.8% | $22.10万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $105.02万 | 0.10% | 3,314 | 475 | 16.7% | $15.05万 | 加仓 |
| BWA | BORGWARNER INC | $105.07万 | 0.10% | 15,823 | 4,461 | 39.3% | $29.62万 | 重新持有 |
| MLI | MUELLER INDS INC | $106.16万 | 0.10% | 8,636 | 868 | 11.2% | $10.67万 | 加仓 |
| CSCO | CISCO SYS INC | $106.73万 | 0.10% | 9,087 | 1,325 | 17.1% | $15.56万 | 加仓 |
| EME | EMCOR GROUP INC | $109.05万 | 0.11% | 1,314 | -857 | -39.5% | -$71.12万 | 重新持有 |
| EVR | EVERCORE INC | $109.40万 | 0.11% | 3,204 | 422 | 15.2% | $14.41万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $111.04万 | 0.11% | 1,455 | 583 | 66.9% | $44.49万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $114.82万 | 0.11% | 10,606 | 518 | 5.1% | $5.61万 | 加仓 |
| ORI | OLD REP INTL CORP | $116.58万 | 0.11% | 28,489 | 9,219 | 47.8% | $37.72万 | 加仓 |
| ORCL | ORACLE CORP | $118.57万 | 0.12% | 8,091 | 1,094 | 15.6% | $16.03万 | 加仓 |
| PEP | PEPSICO INC | $119.11万 | 0.12% | 8,797 | 2,761 | 45.7% | $37.38万 | 加仓 |
| EG | EVEREST GROUP LTD | $120.79万 | 0.12% | 3,381 | 529 | 18.5% | $18.90万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $123.27万 | 0.12% | 10,566 | 1,525 | 16.9% | $17.79万 | 加仓 |
| — | ISHARES ETHEREUM TR | $123.30万 | 0.12% | 103,701 | 17,685 | 20.6% | $21.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $125.40万 | 0.12% | 1,826 | -15 | -0.8% | -$1.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $126.06万 | 0.12% | 2,474 | 1,169 | 89.6% | $59.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $126.14万 | 0.12% | 2,521 | -35 | -1.4% | -$1.75万 | 减仓 |
| SNA | SNAP ON INC | $128.18万 | 0.12% | 3,185 | 2,266 | 246.6% | $91.20万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $129.66万 | 0.13% | 5,105 | -671 | -11.6% | -$17.04万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $130.49万 | 0.13% | 4,380 | 149 | 3.5% | $4.44万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $131.31万 | 0.13% | 6,972 | 597 | 9.4% | $11.24万 | 加仓 |
| COHR | COHERENT CORP | $131.85万 | 0.13% | 3,343 | 210 | 6.7% | $8.28万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $134.41万 | 0.13% | 5,028 | -952 | -15.9% | -$25.45万 | 减仓 |
| ABBV | ABBVIE INC | $138.70万 | 0.13% | 5,512 | 3,872 | 236.1% | $97.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $142.05万 | 0.14% | 8,570 | 4,217 | 96.9% | $69.90万 | 加仓 |
| FIX | COMFORT SYS USA INC | $142.90万 | 0.14% | 721 | -47 | -6.1% | -$9.32万 | 减仓 |
| FTI | TECHNIPFMC PLC | $144.75万 | 0.14% | 21,833 | 2,322 | 11.9% | $15.39万 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $145.48万 | 0.14% | 17,373 | 1,458 | 9.2% | $12.21万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $146.66万 | 0.14% | 19,284 | 1,994 | 11.5% | $15.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $149.58万 | 0.15% | 10,201 | 2,651 | 35.1% | $38.87万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $149.72万 | 0.15% | 36,235 | 6,299 | 21.0% | $26.03万 | 重新持有 |