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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $50.43万 | 0.06% | 2,597 | -263 | -9.2% | -$5.11万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $49.97万 | 0.06% | 39,750 | 39,750 | — | $49.97万 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC | $48.85万 | 0.06% | 18,530 | 18,530 | — | $48.85万 | 新建仓 |
| GLOB | GLOBANT S A | $48.62万 | 0.06% | 10,545 | 10,545 | — | $48.62万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $48.00万 | 0.06% | 18,284 | 2,588 | 16.5% | $6.79万 | 加仓 |
| SHY | ISHARES TR | $47.57万 | 0.06% | 5,761 | 31 | 0.5% | $2,560 | 加仓 |
| LOW | LOWES COS INC | $47.33万 | 0.06% | 2,003 | 201 | 11.2% | $4.75万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $46.89万 | 0.06% | 1,372 | 220 | 19.1% | $7.52万 | 加仓 |
| TGT | TARGET CORP | $46.84万 | 0.06% | 3,865 | -15,521 | -80.1% | -$188.10万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $46.62万 | 0.06% | 7,214 | 552 | 8.3% | $3.57万 | 加仓 |
| MDT | MEDTRONIC PLC | $46.45万 | 0.06% | 5,361 | -912 | -14.5% | -$7.90万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $46.28万 | 0.06% | 2,278 | 1,041 | 84.2% | $21.15万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $46.25万 | 0.06% | 1,369 | -1,011 | -42.5% | -$34.16万 | 减仓 |
| EOG | EOG RES INC | $46.13万 | 0.06% | 3,191 | -1,010 | -24.0% | -$14.60万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $45.10万 | 0.06% | 13,543 | 5,703 | 72.7% | $18.99万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $44.98万 | 0.06% | 2,720 | 2,720 | — | $44.98万 | 新建仓 |
| TAXX | BONDBLOXX ETF TRUST | $44.59万 | 0.06% | 8,821 | 8,821 | — | $44.59万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $44.32万 | 0.05% | 15,438 | -2,982 | -16.2% | -$8.56万 | 重新持有 |
| FMB | FIRST TR EXCH TRADED FD III | $44.10万 | 0.05% | 8,705 | -170 | -1.9% | -$8,612 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $43.65万 | 0.05% | 3,770 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $43.59万 | 0.05% | 615 | -31 | -4.8% | -$2.20万 | 减仓 |
| EPR | EPR PPTYS | $43.57万 | 0.05% | 8,721 | -2,972 | -25.4% | -$14.85万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $43.54万 | 0.05% | 14,454 | 14,454 | — | $43.54万 | 新建仓 |
| NET | CLOUDFLARE INC | $43.33万 | 0.05% | 2,100 | 465 | 28.4% | $9.59万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.69万 | 0.05% | 3,257 | 3,257 | — | $42.69万 | 新建仓 |
| YETI | YETI HLDGS INC | $42.35万 | 0.05% | 11,574 | 1,435 | 14.2% | $5.25万 | 重新持有 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $42.23万 | 0.05% | 10,710 | 226 | 2.2% | $8,911 | 加仓 |
| MA | MASTERCARD INCORPORATED | $42.16万 | 0.05% | 844 | 368 | 77.3% | $18.38万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $42.02万 | 0.05% | 1,769 | -127 | -6.7% | -$3.02万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $41.91万 | 0.05% | 4,231 | 4,231 | — | $41.91万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $41.48万 | 0.05% | 1,156 | 15 | 1.3% | $5,382 | 加仓 |
| COIN | COINBASE GLOBAL INC | $41.30万 | 0.05% | 2,365 | 491 | 26.2% | $8.57万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $41.26万 | 0.05% | 9,038 | -5,852 | -39.3% | -$26.71万 | 减仓 |
| FTNT | FORTINET INC | $40.90万 | 0.05% | 5,005 | 1,136 | 29.4% | $9.28万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $40.60万 | 0.05% | 5,016 | -1,086 | -17.8% | -$8.79万 | 减仓 |
| CVS | CVS HEALTH CORP | $40.02万 | 0.05% | 5,573 | 5,573 | — | $40.02万 | 新建仓 |
| IWF | ISHARES TR | $39.79万 | 0.05% | 933 | 496 | 113.5% | $21.15万 | 加仓 |
| XYZ | BLOCK INC | $39.47万 | 0.05% | 6,558 | -304 | -4.4% | -$1.83万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $39.35万 | 0.05% | 11,737 | 11,737 | — | $39.35万 | 新建仓 |
| RTX | RTX CORPORATION | $38.60万 | 0.05% | 2,001 | 30 | 1.5% | $5,787 | 加仓 |
| CWB | SPDR SERIES TRUST | $38.46万 | 0.05% | 4,203 | 4,203 | — | $38.46万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $38.24万 | 0.05% | 384 | 50 | 15.0% | $4.98万 | 加仓 |
| UNP | UNION PAC CORP | $37.29万 | 0.05% | 1,537 | 53 | 3.6% | $1.29万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $37.20万 | 0.05% | 4,618 | 4,618 | — | $37.20万 | 新建仓 |
| BAUG | INNOVATOR ETFS TRUST | $36.45万 | 0.05% | 7,461 | -36 | -0.5% | -$1,759 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $36.33万 | 0.04% | 8,130 | -298 | -3.5% | -$1.33万 | 减仓 |
| RBLX | ROBLOX CORP | $35.83万 | 0.04% | 6,335 | 1,897 | 42.7% | $10.73万 | 加仓 |
| ABBV | ABBVIE INC | $35.67万 | 0.04% | 1,640 | 41 | 2.6% | $8,916 | 加仓 |
| NOW | SERVICENOW INC | $35.49万 | 0.04% | 3,395 | 3,395 | — | $35.49万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $35.48万 | 0.04% | 3,135 | 3,135 | — | $35.48万 | 新建仓 |
| CGNX | COGNEX CORP | $34.96万 | 0.04% | 7,136 | 130 | 1.9% | $6,369 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $34.93万 | 0.04% | 1,679 | 1,679 | — | $34.93万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $34.71万 | 0.04% | 3,742 | -1,400 | -27.2% | -$12.99万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.04万 | 0.04% | 872 | 872 | — | $34.04万 | 新建仓 |
| NKE | NIKE INC | $33.63万 | 0.04% | 6,368 | 6,368 | — | $33.63万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $33.59万 | 0.04% | 3,621 | -113 | -3.0% | -$1.05万 | 减仓 |
| F | FORD MTR CO | $33.26万 | 0.04% | 28,818 | -8,672 | -23.1% | -$10.01万 | 减仓 |
| PAYX | PAYCHEX INC | $33.18万 | 0.04% | 3,602 | -296 | -7.6% | -$2.73万 | 减仓 |
| GOVT | ISHARES TR | $32.95万 | 0.04% | 14,383 | 4,021 | 38.8% | $9.21万 | 加仓 |
| FE | FIRSTENERGY CORP | $32.72万 | 0.04% | 6,459 | 6,459 | — | $32.72万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $32.61万 | 0.04% | 4,030 | 4,030 | — | $32.61万 | 新建仓 |
| IOT | SAMSARA INC | $32.60万 | 0.04% | 10,287 | 10,287 | — | $32.60万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $32.10万 | 0.04% | 62,933 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $31.60万 | 0.04% | 3,647 | 755 | 26.1% | $6.54万 | 加仓 |
| VB | VANGUARD INDEX FDS | $31.58万 | 0.04% | 1,206 | 219 | 22.2% | $5.73万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.26万 | 0.04% | 1,125 | 110 | 10.8% | $3.06万 | 加仓 |
| QUAL | ISHARES TR | $31.22万 | 0.04% | 1,628 | 193 | 13.4% | $3.70万 | 加仓 |
| WRB | BERKLEY W R CORP | $31.21万 | 0.04% | 4,708 | -10,424 | -68.9% | -$69.10万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.94万 | 0.04% | 1,448 | -22 | -1.5% | -$4,701 | 减仓 |
| MCD | MCDONALDS CORP | $30.76万 | 0.04% | 990 | -24 | -2.4% | -$7,456 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $30.59万 | 0.04% | 5,101 | 5,101 | — | $30.59万 | 新建仓 |
| KVUE | KENVUE INC | $30.09万 | 0.04% | 17,456 | 17,456 | — | $30.09万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $30.07万 | 0.04% | 1,875 | 169 | 9.9% | $2.71万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $29.90万 | 0.04% | 3,099 | -455 | -12.8% | -$4.39万 | 减仓 |
| NXT | NEXTPOWER INC | $29.70万 | 0.04% | 2,464 | 48 | 2.0% | $5,786 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $29.36万 | 0.04% | 2,239 | -653 | -22.6% | -$8.56万 | 减仓 |
| EMR | EMERSON ELEC CO | $29.32万 | 0.04% | 2,238 | 2,238 | — | $29.32万 | 新建仓 |
| PFE | PFIZER INC | $29.20万 | 0.04% | 10,400 | -20,422 | -66.3% | -$57.34万 | 减仓 |
| SRE | SEMPRA | $29.13万 | 0.04% | 2,998 | 86 | 3.0% | $8,355 | 加仓 |
| VICI | VICI PPTYS INC | $28.95万 | 0.04% | 10,596 | 10,596 | — | $28.95万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.93万 | 0.04% | 1,345 | -103 | -7.1% | -$2.22万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $28.72万 | 0.04% | 5,264 | 5,264 | — | $28.72万 | 新建仓 |
| SNPS | SYNOPSYS INC | $28.47万 | 0.04% | 718 | 99 | 16.0% | $3.93万 | 加仓 |
| TSN | TYSON FOODS INC | $28.47万 | 0.04% | 4,443 | 4,443 | — | $28.47万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $28.13万 | 0.03% | 3,316 | 378 | 12.9% | $3.21万 | 加仓 |
| KHC | KRAFT HEINZ CO | $28.08万 | 0.03% | 12,485 | -3,677 | -22.8% | -$8.27万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $27.91万 | 0.03% | 10,686 | -5,785 | -35.1% | -$15.11万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.86万 | 0.03% | 959 | 959 | — | $27.86万 | 新建仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $27.71万 | 0.03% | 8,937 | -2,080 | -18.9% | -$6.45万 | 减仓 |
| KEY | KEYCORP | $27.63万 | 0.03% | 13,783 | 13,783 | — | $27.63万 | 新建仓 |
| FORM | FORMFACTOR INC | $27.63万 | 0.03% | 2,849 | -3,911 | -57.9% | -$37.93万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $27.60万 | 0.03% | 9,114 | 9,114 | — | $27.60万 | 新建仓 |
| RBRK | RUBRIK INC. | $27.52万 | 0.03% | 5,620 | 1,791 | 46.8% | $8.77万 | 加仓 |
| AMBA | AMBARELLA INC | $27.47万 | 0.03% | 5,336 | 1,382 | 35.0% | $7.11万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $27.27万 | 0.03% | 8,482 | 8,482 | — | $27.27万 | 新建仓 |
| AGG | ISHARES TR | $26.89万 | 0.03% | 2,709 | 526 | 24.1% | $5.22万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $26.84万 | 0.03% | 4,220 | 4,220 | — | $26.84万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $26.62万 | 0.03% | 1,348 | 447 | 49.6% | $8.83万 | 加仓 |
| HPQ | HP INC | $26.62万 | 0.03% | 13,858 | -42,576 | -75.4% | -$81.79万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $26.50万 | 0.03% | 3,524 | 3,524 | — | $26.50万 | 新建仓 |