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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | $189.89万 | 0.23% | 37,699 | 5,146 | 15.8% | $25.92万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $190.84万 | 0.24% | 13,693 | -1,548 | -10.2% | -$21.57万 | 减仓 |
| CLOI | VANECK ETF TRUST | $195.43万 | 0.24% | 37,083 | 6,668 | 21.9% | $35.14万 | 加仓 |
| SHYG | ISHARES TR | $197.56万 | 0.24% | 46,694 | 11,088 | 31.1% | $46.91万 | 加仓 |
| — | EXXON MOBIL CORP | $203.89万 | 0.25% | 12,017 | 67 | 0.6% | $1.14万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $208.99万 | 0.26% | 10,540 | 9,477 | 891.5% | $187.92万 | 加仓 |
| LLY | ELI LILLY & CO | $213.97万 | 0.26% | 2,326 | 483 | 26.2% | $44.43万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $215.96万 | 0.27% | 13,599 | 3,917 | 40.5% | $62.20万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $216.36万 | 0.27% | 48,295 | 11,683 | 31.9% | $52.34万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $217.13万 | 0.27% | 84,650 | 18,679 | 28.3% | $47.91万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $220.64万 | 0.27% | 108,103 | 23,886 | 28.4% | $48.75万 | 加仓 |
| META | META PLATFORMS INC | $222.48万 | 0.27% | 3,889 | 783 | 25.2% | $44.79万 | 加仓 |
| HYGV | FLEXSHARES TR | $222.89万 | 0.28% | 55,638 | 11,609 | 26.4% | $46.51万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $230.02万 | 0.28% | 49,355 | 10,292 | 26.3% | $47.97万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $233.44万 | 0.29% | 48,451 | 9,748 | 25.2% | $46.97万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $236.00万 | 0.29% | 100,402 | 20,013 | 24.9% | $47.04万 | 加仓 |
| — | SSGA ACTIVE TR | $261.29万 | 0.32% | 104,431 | -859,766 | -89.2% | -$2,151.13万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $274.65万 | 0.34% | 55,857 | 17,703 | 46.4% | $87.05万 | 加仓 |
| COP | CONOCOPHILLIPS | $280.93万 | 0.35% | 21,283 | -1,069 | -4.8% | -$14.11万 | 减仓 |
| SHV | ISHARES TR | $289.34万 | 0.36% | 26,211 | -3,190 | -10.8% | -$35.21万 | 减仓 |
| AVGO | BROADCOM INC | $289.51万 | 0.36% | 9,354 | 1,268 | 15.7% | $39.25万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $289.58万 | 0.36% | 21,789 | 17,426 | 399.4% | $231.59万 | 加仓 |
| IVV | ISHARES TR | $299.30万 | 0.37% | 4,582 | 202 | 4.6% | $13.19万 | 加仓 |
| GOOGL | ALPHABET INC | $316.45万 | 0.39% | 11,005 | 2,156 | 24.4% | $62.00万 | 加仓 |
| TSLA | TESLA INC | $326.35万 | 0.40% | 8,779 | 1,190 | 15.7% | $44.24万 | 加仓 |
| AMZN | AMAZON COM INC | $327.57万 | 0.40% | 15,728 | 3,397 | 27.5% | $70.75万 | 加仓 |
| WMT | WALMART INC | $394.29万 | 0.49% | 31,726 | 590 | 1.9% | $7.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $396.22万 | 0.49% | 10,704 | 1,767 | 19.8% | $65.41万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $402.96万 | 0.50% | 45,430 | 19,375 | 74.4% | $171.86万 | 加仓 |
| FALN | ISHARES TR | $419.50万 | 0.52% | 156,997 | 40,571 | 34.8% | $108.41万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $491.82万 | 0.61% | 98,423 | 98,423 | — | $491.82万 | 新建仓 |
| EMB | ISHARES TR | $607.57万 | 0.75% | 64,684 | 27,620 | 74.5% | $259.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $656.34万 | 0.81% | 37,634 | -1,210 | -3.1% | -$21.10万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $733.06万 | 0.91% | 148,483 | 143,302 | 2,765.9% | $707.48万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $770.43万 | 0.95% | 330,375 | 157,099 | 90.7% | $366.35万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $804.00万 | 0.99% | 464,202 | -14,159 | -3.0% | -$24.52万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $806.38万 | 1.00% | 240,422 | 20,204 | 9.2% | $67.76万 | 加仓 |
| TIP | ISHARES TR | $855.65万 | 1.06% | 77,533 | 21,192 | 37.6% | $233.87万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $880.00万 | 1.09% | 334,602 | 83,241 | 33.1% | $218.92万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1,187.91万 | 1.47% | 328,334 | 10,771 | 3.4% | $38.97万 | 加仓 |
| AAPL | APPLE INC | $1,241.77万 | 1.53% | 48,929 | -1,780 | -3.5% | -$45.17万 | 减仓 |
| SGOV | ISHARES TR | $1,277.89万 | 1.58% | 126,951 | -52,678 | -29.3% | -$530.26万 | 减仓 |
| MBB | ISHARES TR | $1,362.16万 | 1.68% | 143,460 | 58,583 | 69.0% | $556.25万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1,477.66万 | 1.82% | 491,406 | 38,440 | 8.5% | $115.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,607.28万 | 1.99% | 24,714 | -8,159 | -24.8% | -$530.62万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,712.61万 | 2.12% | 186,884 | -976,912 | -83.9% | -$8,952.43万 | 减仓 |
| GLD | SPDR GOLD TR | $2,317.12万 | 2.86% | 53,850 | 15,207 | 39.4% | $654.35万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,433.84万 | 3.01% | 503,692 | 198,030 | 64.8% | $956.88万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $2,489.36万 | 3.07% | 868,583 | 54,167 | 6.7% | $155.24万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,915.22万 | 3.60% | 999,047 | 65,868 | 7.1% | $192.20万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,066.01万 | 3.79% | 70,194 | 27,797 | 65.6% | $1,214.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,197.89万 | 3.95% | 162,991 | 31,435 | 23.9% | $616.76万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $3,686.13万 | 4.55% | 785,788 | 294,347 | 59.9% | $1,380.78万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $3,828.45万 | 4.73% | 646,479 | 5,200 | 0.8% | $30.79万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,614.01万 | 8.17% | 114,592 | 43,317 | 60.8% | $2,500.17万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $6,804.17万 | 8.40% | 825,448 | 329,055 | 66.3% | $2,712.40万 | 加仓 |