13F 机构持仓

Impact Partnership Wealth, LLC

MARIETTA GA · SEC CIK 0001984555

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VGK 8.4%
QQQ 8.2%
SPMD 4.7%
SPEM 4.6%
VTV 3.9%
VUG 3.8%
SPTS 3.6%
SPTI 3.1%
SPSM 3.0%
GLD 2.9%

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
— WARNER BROS DISCOVERY INC $00.00%0 -55,032-100.0% -$158.60万 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 —— — 申报中断
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -2,515-100.0% -$146.05万 清仓
MET METLIFE INC $00.00%0 -17,175-100.0% -$135.58万 清仓
EME EMCOR GROUP INC $00.00%0 —— — 申报中断
VST VISTRA CORP $00.00%0 -7,811-100.0% -$126.02万 清仓
NRG NRG ENERGY INC $00.00%0 -7,746-100.0% -$123.34万 清仓
RMD RESMED INC $00.00%0 -5,116-100.0% -$123.24万 清仓
UI UBIQUITI INC $00.00%0 —— — 申报中断
DVN DEVON ENERGY CORP NEW $00.00%0 —— — 申报中断
NTAP NETAPP INC $00.00%0 -9,836-100.0% -$105.33万 清仓
FLEX FLEX LTD $00.00%0 -17,318-100.0% -$104.63万 清仓
IVZ INVESCO LTD $00.00%0 -36,711-100.0% -$96.44万 清仓
TLN TALEN ENERGY CORP $00.00%0 -2,433-100.0% -$91.20万 清仓
PINS PINTEREST INC $00.00%0 -34,439-100.0% -$89.16万 清仓
APTV APTIV PLC $00.00%0 -11,052-100.0% -$84.09万 清仓
URI UNITED RENTALS INC $00.00%0 -1,002-100.0% -$81.09万 清仓
MKSI MKS INC. $00.00%0 —— — 申报中断
ACM AECOM $00.00%0 -7,870-100.0% -$75.03万 清仓
CIFR CIPHER MINING INC $00.00%0 -50,112-100.0% -$73.97万 清仓
HLI HOULIHAN LOKEY INC $00.00%0 -3,930-100.0% -$68.46万 清仓
DINO HF SINCLAIR CORP $00.00%0 —— — 申报中断
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -6,168-100.0% -$63.46万 清仓
SYY SYSCO CORP $00.00%0 —— — 申报中断
WEX WEX INC $00.00%0 -3,959-100.0% -$58.98万 清仓
BRX BRIXMOR PPTY GROUP INC $00.00%0 —— — 申报中断
NEE NEXTERA ENERGY INC $00.00%0 —— — 申报中断
THO THOR INDS INC $00.00%0 —— — 申报中断
BWA BORGWARNER INC $00.00%0 —— — 申报中断
AOS SMITH A O CORP $00.00%0 —— — 申报中断
AMKR AMKOR TECHNOLOGY INC $00.00%0 -12,658-100.0% -$49.97万 清仓
PCAR PACCAR INC $00.00%0 -4,483-100.0% -$49.09万 清仓
OSK OSHKOSH CORP $00.00%0 —— — 申报中断
FHB FIRST HAWAIIAN INC $00.00%0 —— — 申报中断
AMTM AMENTUM HOLDINGS INC $00.00%0 -16,314-100.0% -$47.31万 清仓
PPC PILGRIMS PRIDE CORP $00.00%0 —— — 申报中断
SWKS SKYWORKS SOLUTIONS INC $00.00%0 —— — 申报中断
VNT VONTIER CORPORATION $00.00%0 -12,435-100.0% -$46.23万 清仓
ETSY ETSY INC $00.00%0 —— — 申报中断
VMI VALMONT INDS INC $00.00%0 -1,116-100.0% -$44.92万 清仓
CORZ CORE SCIENTIFIC INC NEW $00.00%0 -30,604-100.0% -$44.56万 清仓
CCI CROWN CASTLE INC $00.00%0 -4,992-100.0% -$44.36万 清仓
CACC CREDIT ACCEP CORP MICH $00.00%0 -995-100.0% -$44.12万 清仓
LYFT LYFT INC $00.00%0 -22,747-100.0% -$44.06万 清仓
HSY HERSHEY CO $00.00%0 —— — 申报中断
— CIVITAS RESOURCES INC $00.00%0 -15,720-100.0% -$42.58万 清仓
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -24,224-100.0% -$42.03万 清仓
GIS GENERAL MLS INC $00.00%0 —— — 申报中断
KDP KEURIG DR PEPPER INC $00.00%0 —— — 申报中断
MTB M & T BK CORP $00.00%0 —— — 申报中断
ES EVERSOURCE ENERGY $00.00%0 -5,880-100.0% -$39.59万 清仓
HAL HALLIBURTON CO $00.00%0 -13,878-100.0% -$39.22万 清仓
ADM ARCHER DANIELS MIDLAND CO $00.00%0 —— — 申报中断
PPG PPG INDS INC $00.00%0 —— — 申报中断
DRI DARDEN RESTAURANTS INC $00.00%0 -2,011-100.0% -$37.01万 清仓
LFUS LITTELFUSE INC $00.00%0 -1,432-100.0% -$36.22万 清仓
— AVALONBAY CMNTYS INC $00.00%0 —— — 申报中断
MMM 3M CO $00.00%0 -2,218-100.0% -$35.51万 清仓
EXE EXPAND ENERGY CORPORATION $00.00%0 —— — 申报中断
AXSM AXSOME THERAPEUTICS INC $00.00%0 -1,822-100.0% -$33.28万 清仓
GPGI COMPOSECURE INC $00.00%0 -17,088-100.0% -$32.95万 清仓
SNA SNAP ON INC $00.00%0 —— — 申报中断
— AMICUS THERAPEUTICS INC $00.00%0 -19,787-100.0% -$28.18万 清仓
HRL HORMEL FOODS CORP $00.00%0 -11,786-100.0% -$27.93万 清仓
PL PLANET LABS PBC $00.00%0 -14,053-100.0% -$27.71万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -3,209-100.0% -$26.32万 清仓
ABT ABBOTT LABS $00.00%0 —— — 申报中断
LAB STANDARD BIOTOOLS INC $00.00%0 -192,830-100.0% -$24.68万 清仓
DTM DT MIDSTREAM INC $00.00%0 -2,050-100.0% -$24.53万 清仓
PAG PENSKE AUTOMOTIVE GRP INC $00.00%0 —— — 申报中断
OVV OVINTIV INC $00.00%0 -6,023-100.0% -$23.60万 清仓
OEF ISHARES TR $00.00%0 -687-100.0% -$23.56万 清仓
T AT&T INC $00.00%0 -9,460-100.0% -$23.50万 清仓
IONS IONIS PHARMACEUTICALS INC $00.00%0 -2,905-100.0% -$22.98万 清仓
WFC WELLS FARGO CO NEW $00.00%0 —— — 申报中断
DIS DISNEY WALT CO $00.00%0 -2,008-100.0% -$22.85万 清仓
IONQ IONQ INC $00.00%0 —— — 申报中断
TAP MOLSON COORS BEVERAGE CO $00.00%0 —— — 申报中断
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 -1,101-100.0% -$21.09万 清仓
P PURE STORAGE INC $00.00%0 -3,081-100.0% -$20.65万 清仓
BMRN BIOMARIN PHARMACEUTICAL INC $00.00%0 -3,431-100.0% -$20.39万 清仓
OGE OGE ENERGY CORP $00.00%0 —— — 申报中断
SSB SOUTHSTATE BK CORP $00.00%0 —— — 申报中断
XP XP INC $00.00%0 -10,926-100.0% -$17.89万 清仓
PRGO PERRIGO CO PLC $00.00%0 -10,570-100.0% -$14.71万 清仓
HUN HUNTSMAN CORP $00.00%0 —— — 申报中断
OGN ORGANON & CO $00.00%0 -19,643-100.0% -$14.08万 清仓
FDMT 4D MOLECULAR THERAPEUTICS IN $00.00%0 -15,123-100.0% -$11.34万 清仓
MYGN MYRIAD GENETICS INC $00.00%0 -16,184-100.0% -$9.95万 清仓
RDW REDWIRE CORPORATION $00.00%0 -12,243-100.0% -$9.30万 清仓
BBAI BIGBEAR AI HLDGS INC 看涨期权 $00.00%0 -2,400-100.0% -$3,325 清仓
PYPL PAYPAL HLDGS INC 看涨期权 $00.00%0 -200-100.0% -$906 清仓
— CARDIOL THERAPEUTICS INC 看涨期权 $00.00%0 -20,000-100.0% -$494 清仓
— CANOPY GROWTH CORPORATION $1.33万0.00%14,000 00.0% — 不变
— CARDIOL THERAPEUTICS INC $1.46万0.00%10,850 00.0% — 不变
— KANDI TECHNOLOGIES GROUP INC $2.15万0.00%25,737 00.0% — 不变
— EXODUS MOVEMENT INC $6.61万0.01%10,166 10,166— $6.61万 新建仓
BBAI BIGBEAR AI HLDGS INC $7.30万0.01%20,916 -19,516-48.3% -$6.81万 减仓
MBLY MOBILEYE GLOBAL INC $8.08万0.01%11,766 11,766— $8.08万 新建仓
FLO FLOWERS FOODS INC $9.29万0.01%11,395 -2,354-17.1% -$1.92万 减仓