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 |
|---|---|---|---|---|---|---|---|---|
| INCY | INCYTE CORP | $122.09万 | 0.15% | 12,971 | 334 | 2.6% | $3.14万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $121.45万 | 0.15% | 7,809 | 6,699 | 603.5% | $104.19万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $117.61万 | 0.15% | 17,290 | 3,033 | 21.3% | $20.63万 | 加仓 |
| COR | CENCORA INC | $116.96万 | 0.14% | 3,723 | 3,723 | — | $116.96万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $112.98万 | 0.14% | 12,534 | -2,592 | -17.1% | -$23.36万 | 减仓 |
| BBY | BEST BUY INC | $110.71万 | 0.14% | 17,245 | 1,161 | 7.2% | $7.45万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $110.19万 | 0.14% | 4,546 | 3,119 | 218.6% | $75.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $109.99万 | 0.14% | 1,841 | 172 | 10.3% | $10.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $109.05万 | 0.13% | 7,550 | -873 | -10.4% | -$12.61万 | 减仓 |
| APA | APA CORPORATION | $107.89万 | 0.13% | 25,421 | -383 | -1.5% | -$1.63万 | 减仓 |
| FIX | COMFORT SYS USA INC | $105.91万 | 0.13% | 768 | -5 | -0.6% | -$6,895 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $105.86万 | 0.13% | 6,375 | 145 | 2.3% | $2.41万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $105.64万 | 0.13% | 8,272 | 2,010 | 32.1% | $25.67万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $105.42万 | 0.13% | 4,975 | 4,975 | — | $105.42万 | 新建仓 |
| ORCL | ORACLE CORP | $102.93万 | 0.13% | 6,997 | 1,075 | 18.2% | $15.81万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $102.65万 | 0.13% | 22,133 | 1,357 | 6.5% | $6.29万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $101.08万 | 0.12% | 7,057 | 7,057 | — | $101.08万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $100.89万 | 0.12% | 5,980 | 5,980 | — | $100.89万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $99.26万 | 0.12% | 47,355 | -802 | -1.7% | -$1.68万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $98.27万 | 0.12% | 46,092 | 30,577 | 197.1% | $65.19万 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $98.27万 | 0.12% | 15,915 | 780 | 5.2% | $4.82万 | 加仓 |
| MCK | MCKESSON CORP | $96.82万 | 0.12% | 1,119 | -505 | -31.1% | -$43.69万 | 重新持有 |
| ALGN | ALIGN TECHNOLOGY INC | $94.87万 | 0.12% | 5,534 | 2,580 | 87.3% | $44.23万 | 重新持有 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $94.08万 | 0.12% | 37,983 | 320 | 0.8% | $7,926 | 加仓 |
| TBIL | RBB FD INC | $93.89万 | 0.12% | 18,831 | 5,960 | 46.3% | $29.72万 | 加仓 |
| PEP | PEPSICO INC | $93.73万 | 0.12% | 6,036 | -868 | -12.6% | -$13.48万 | 减仓 |
| EG | EVEREST GROUP LTD | $93.21万 | 0.12% | 2,852 | -377 | -11.7% | -$12.32万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $92.31万 | 0.11% | 13,661 | 13,661 | — | $92.31万 | 新建仓 |
| AMGN | AMGEN INC | $92.12万 | 0.11% | 2,618 | 222 | 9.3% | $7.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $90.05万 | 0.11% | 4,353 | -2,789 | -39.1% | -$57.70万 | 减仓 |
| USB | US BANCORP | $89.61万 | 0.11% | 17,229 | -18 | -0.1% | -$936 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $89.30万 | 0.11% | 22,471 | -564 | -2.4% | -$2.24万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $88.98万 | 0.11% | 46,439 | 28,575 | 160.0% | $54.75万 | 重新持有 |
| JLL | JONES LANG LASALLE INC | $88.37万 | 0.11% | 2,904 | 418 | 16.8% | $12.72万 | 加仓 |
| MLI | MUELLER INDS INC | $86.07万 | 0.11% | 7,768 | 1,540 | 24.7% | $17.06万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $84.39万 | 0.10% | 2,839 | 198 | 7.5% | $5.89万 | 加仓 |
| EVR | EVERCORE INC | $83.04万 | 0.10% | 2,782 | 366 | 15.1% | $10.92万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $82.99万 | 0.10% | 14,265 | 4,663 | 48.6% | $27.13万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $79.81万 | 0.10% | 38,465 | -1,838 | -4.6% | -$3.81万 | 减仓 |
| GL | GLOBE LIFE INC | $79.13万 | 0.10% | 5,686 | 627 | 12.4% | $8.73万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $78.85万 | 0.10% | 1,305 | -600 | -31.5% | -$36.25万 | 减仓 |
| SF | STIFEL FINL CORP | $78.04万 | 0.10% | 10,558 | 10,558 | — | $78.04万 | 新建仓 |
| ORI | OLD REP INTL CORP | $76.89万 | 0.09% | 19,270 | 4,037 | 26.5% | $16.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $76.81万 | 0.09% | 19,523 | -48 | -0.2% | -$1,889 | 减仓 |
| DDS | DILLARDS INC | $76.77万 | 0.09% | 1,342 | 150 | 12.6% | $8.58万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $76.20万 | 0.09% | 29,741 | 2,825 | 10.5% | $7.24万 | 加仓 |
| COHR | COHERENT CORP | $74.62万 | 0.09% | 3,133 | -821 | -20.8% | -$19.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $74.15万 | 0.09% | 2,521 | -177 | -6.6% | -$5.21万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $73.00万 | 0.09% | 30,658 | 14,325 | 87.7% | $34.11万 | 加仓 |
| EXEL | EXELIXIS INC | $72.87万 | 0.09% | 16,990 | 7,202 | 73.6% | $30.89万 | 重新持有 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $70.38万 | 0.09% | 4,445 | 745 | 20.1% | $11.80万 | 加仓 |
| BA | BOEING CO | $69.31万 | 0.09% | 3,482 | 66 | 1.9% | $1.31万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $68.79万 | 0.08% | 13,704 | -3,875 | -22.0% | -$19.45万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $68.62万 | 0.08% | 12,127 | -2,833 | -18.9% | -$16.03万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $68.48万 | 0.08% | 1,426 | 455 | 46.9% | $21.85万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $67.91万 | 0.08% | 4,297 | 4,297 | — | $67.91万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $66.33万 | 0.08% | 2,451 | -74 | -2.9% | -$2.00万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $66.10万 | 0.08% | 13,175 | 13,175 | — | $66.10万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $65.51万 | 0.08% | 10,224 | 1,166 | 12.9% | $7.47万 | 加仓 |
| GDDY | GODADDY INC | $65.36万 | 0.08% | 7,906 | 7,906 | — | $65.36万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $65.16万 | 0.08% | 4,064 | 4,064 | — | $65.16万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $65.12万 | 0.08% | 1,531 | 21 | 1.4% | $8,932 | 加仓 |
| TDC | TERADATA CORP DEL | $64.35万 | 0.08% | 25,106 | 8,657 | 52.6% | $22.19万 | 加仓 |
| IEFA | ISHARES TR | $63.64万 | 0.08% | 7,030 | 1,170 | 20.0% | $10.59万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $62.30万 | 0.08% | 14,519 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $61.85万 | 0.08% | 8,867 | 158 | 1.8% | $1.10万 | 加仓 |
| GOOG | ALPHABET INC | $61.72万 | 0.08% | 2,152 | -1,252 | -36.8% | -$35.91万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $61.70万 | 0.08% | 6,302 | -2,131 | -25.3% | -$20.86万 | 减仓 |
| RLI | RLI CORP | $61.53万 | 0.08% | 10,787 | 684 | 6.8% | $3.90万 | 加仓 |
| NEU | NEWMARKET CORP | $61.21万 | 0.08% | 955 | 955 | — | $61.21万 | 新建仓 |
| KO | COCA COLA CO | $60.54万 | 0.07% | 7,960 | -1,874 | -19.1% | -$14.25万 | 减仓 |
| CSCO | CISCO SYS INC | $60.22万 | 0.07% | 7,762 | 594 | 8.3% | $4.61万 | 加仓 |
| PSX | PHILLIPS 66 | $59.98万 | 0.07% | 3,292 | -1,091 | -24.9% | -$19.88万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $59.81万 | 0.07% | 4,136 | 356 | 9.4% | $5.15万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.37万 | 0.07% | 2,869 | -379 | -11.7% | -$7.71万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $58.00万 | 0.07% | 13,627 | 5,267 | 63.0% | $22.42万 | 加仓 |
| SAM | BOSTON BEER INC | $57.92万 | 0.07% | 2,514 | 2,514 | — | $57.92万 | 新建仓 |
| WU | WESTERN UN CO | $57.62万 | 0.07% | 65,998 | 10,389 | 18.7% | $9.07万 | 重新持有 |
| EPAM | EPAM SYS INC | $57.49万 | 0.07% | 4,246 | 4,246 | — | $57.49万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $56.84万 | 0.07% | 7,285 | -3,443 | -32.1% | -$26.86万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $56.47万 | 0.07% | 15,255 | 15,255 | — | $56.47万 | 新建仓 |
| DOCU | DOCUSIGN INC | $56.18万 | 0.07% | 11,850 | 3,812 | 47.4% | $18.07万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $56.13万 | 0.07% | 4,287 | -1,022 | -19.3% | -$13.38万 | 减仓 |
| MRK | MERCK & CO INC | $55.06万 | 0.07% | 4,578 | -3,605 | -44.1% | -$43.36万 | 重新持有 |
| SEIC | SEI INVTS CO | $55.02万 | 0.07% | 7,011 | 810 | 13.1% | $6.36万 | 加仓 |
| CART | MAPLEBEAR INC | $54.91万 | 0.07% | 14,658 | 4,680 | 46.9% | $17.53万 | 重新持有 |
| AIZ | ASSURANT INC | $54.89万 | 0.07% | 2,520 | 2,520 | — | $54.89万 | 新建仓 |
| OKE | ONEOK INC NEW | $54.18万 | 0.07% | 5,994 | -1,664 | -21.7% | -$15.04万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.10万 | 0.07% | 8,920 | -2,819 | -24.0% | -$17.10万 | 减仓 |
| IVW | ISHARES TR | $54.04万 | 0.07% | 4,778 | 1,713 | 55.9% | $19.38万 | 加仓 |
| DOX | AMDOCS LTD | $53.44万 | 0.07% | 8,189 | 4,145 | 102.5% | $27.05万 | 重新持有 |
| WFRD | WEATHERFORD INTL PLC | $53.19万 | 0.07% | 5,624 | -447 | -7.4% | -$4.23万 | 减仓 |
| EBAY | EBAY INC. | $53.15万 | 0.07% | 5,839 | -33 | -0.6% | -$3,004 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $52.99万 | 0.07% | 5,899 | 5,899 | — | $52.99万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $51.99万 | 0.06% | 15,272 | -907 | -5.6% | -$3.09万 | 减仓 |
| IVE | ISHARES TR | $51.56万 | 0.06% | 2,442 | 865 | 54.9% | $18.26万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.46万 | 0.06% | 1,047 | 6 | 0.6% | $2,949 | 加仓 |
| THG | HANOVER INS GROUP INC | $51.34万 | 0.06% | 2,961 | 457 | 18.3% | $7.92万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $51.13万 | 0.06% | 16,792 | 16,792 | — | $51.13万 | 新建仓 |