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 |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | $6,804.17万 | 8.40% | 825,448 | 329,055 | 66.3% | $2,712.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,614.01万 | 8.17% | 114,592 | 43,317 | 60.8% | $2,500.17万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $3,828.45万 | 4.73% | 646,479 | 5,200 | 0.8% | $30.79万 | 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 |
| VTV | VANGUARD INDEX FDS | $3,197.89万 | 3.95% | 162,991 | 31,435 | 23.9% | $616.76万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,066.01万 | 3.79% | 70,194 | 27,797 | 65.6% | $1,214.15万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,915.22万 | 3.60% | 999,047 | 65,868 | 7.1% | $192.20万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $2,489.36万 | 3.07% | 868,583 | 54,167 | 6.7% | $155.24万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,433.84万 | 3.01% | 503,692 | 198,030 | 64.8% | $956.88万 | 加仓 |
| GLD | SPDR GOLD TR | $2,317.12万 | 2.86% | 53,850 | 15,207 | 39.4% | $654.35万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,712.61万 | 2.12% | 186,884 | -976,912 | -83.9% | -$8,952.43万 | 减仓 |
| 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 |
| SPSB | SPDR SERIES TRUST | $1,477.66万 | 1.82% | 491,406 | 38,440 | 8.5% | $115.59万 | 加仓 |
| MBB | ISHARES TR | $1,362.16万 | 1.68% | 143,460 | 58,583 | 69.0% | $556.25万 | 加仓 |
| SGOV | ISHARES TR | $1,277.89万 | 1.58% | 126,951 | -52,678 | -29.3% | -$530.26万 | 减仓 |
| AAPL | APPLE INC | $1,241.77万 | 1.53% | 48,929 | -1,780 | -3.5% | -$45.17万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1,187.91万 | 1.47% | 328,334 | 10,771 | 3.4% | $38.97万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $880.00万 | 1.09% | 334,602 | 83,241 | 33.1% | $218.92万 | 加仓 |
| TIP | ISHARES TR | $855.65万 | 1.06% | 77,533 | 21,192 | 37.6% | $233.87万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $806.38万 | 1.00% | 240,422 | 20,204 | 9.2% | $67.76万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $804.00万 | 0.99% | 464,202 | -14,159 | -3.0% | -$24.52万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $770.43万 | 0.95% | 330,375 | 157,099 | 90.7% | $366.35万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $733.06万 | 0.91% | 148,483 | 143,302 | 2,765.9% | $707.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $656.34万 | 0.81% | 37,634 | -1,210 | -3.1% | -$21.10万 | 减仓 |
| EMB | ISHARES TR | $607.57万 | 0.75% | 64,684 | 27,620 | 74.5% | $259.43万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $491.82万 | 0.61% | 98,423 | 98,423 | — | $491.82万 | 新建仓 |
| FALN | ISHARES TR | $419.50万 | 0.52% | 156,997 | 40,571 | 34.8% | $108.41万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $402.96万 | 0.50% | 45,430 | 19,375 | 74.4% | $171.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $396.22万 | 0.49% | 10,704 | 1,767 | 19.8% | $65.41万 | 加仓 |
| WMT | WALMART INC | $394.29万 | 0.49% | 31,726 | 590 | 1.9% | $7.33万 | 加仓 |
| AMZN | AMAZON COM INC | $327.57万 | 0.40% | 15,728 | 3,397 | 27.5% | $70.75万 | 加仓 |
| TSLA | TESLA INC | $326.35万 | 0.40% | 8,779 | 1,190 | 15.7% | $44.24万 | 加仓 |
| GOOGL | ALPHABET INC | $316.45万 | 0.39% | 11,005 | 2,156 | 24.4% | $62.00万 | 加仓 |
| IVV | ISHARES TR | $299.30万 | 0.37% | 4,582 | 202 | 4.6% | $13.19万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $289.58万 | 0.36% | 21,789 | 17,426 | 399.4% | $231.59万 | 加仓 |
| AVGO | BROADCOM INC | $289.51万 | 0.36% | 9,354 | 1,268 | 15.7% | $39.25万 | 加仓 |
| SHV | ISHARES TR | $289.34万 | 0.36% | 26,211 | -3,190 | -10.8% | -$35.21万 | 减仓 |
| COP | CONOCOPHILLIPS | $280.93万 | 0.35% | 21,283 | -1,069 | -4.8% | -$14.11万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $274.65万 | 0.34% | 55,857 | 17,703 | 46.4% | $87.05万 | 加仓 |
| — | SSGA ACTIVE TR | $261.29万 | 0.32% | 104,431 | -859,766 | -89.2% | -$2,151.13万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $236.00万 | 0.29% | 100,402 | 20,013 | 24.9% | $47.04万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $233.44万 | 0.29% | 48,451 | 9,748 | 25.2% | $46.97万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $230.02万 | 0.28% | 49,355 | 10,292 | 26.3% | $47.97万 | 加仓 |
| HYGV | FLEXSHARES TR | $222.89万 | 0.28% | 55,638 | 11,609 | 26.4% | $46.51万 | 加仓 |
| META | META PLATFORMS INC | $222.48万 | 0.27% | 3,889 | 783 | 25.2% | $44.79万 | 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 |
| CLOZ | SERIES PORTFOLIOS TR | $217.13万 | 0.27% | 84,650 | 18,679 | 28.3% | $47.91万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $216.36万 | 0.27% | 48,295 | 11,683 | 31.9% | $52.34万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $215.96万 | 0.27% | 13,599 | 3,917 | 40.5% | $62.20万 | 加仓 |
| LLY | ELI LILLY & CO | $213.97万 | 0.26% | 2,326 | 483 | 26.2% | $44.43万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $208.99万 | 0.26% | 10,540 | 9,477 | 891.5% | $187.92万 | 加仓 |
| — | EXXON MOBIL CORP | $203.89万 | 0.25% | 12,017 | 67 | 0.6% | $1.14万 | 加仓 |
| SHYG | ISHARES TR | $197.56万 | 0.24% | 46,694 | 11,088 | 31.1% | $46.91万 | 加仓 |
| CLOI | VANECK ETF TRUST | $195.43万 | 0.24% | 37,083 | 6,668 | 21.9% | $35.14万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $190.84万 | 0.24% | 13,693 | -1,548 | -10.2% | -$21.57万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $189.89万 | 0.23% | 37,699 | 5,146 | 15.8% | $25.92万 | 加仓 |
| QCOM | QUALCOMM INC | $188.73万 | 0.23% | 14,655 | 2,986 | 25.6% | $38.45万 | 加仓 |
| PGR | PROGRESSIVE CORP | $187.53万 | 0.23% | 9,460 | 3,071 | 48.1% | $60.88万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $182.98万 | 0.23% | 35,235 | 7,450 | 26.8% | $38.69万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $182.36万 | 0.23% | 35,181 | 5,625 | 19.0% | $29.16万 | 加仓 |
| CSHI | NEOS ETF TRUST | $173.37万 | 0.21% | 34,827 | 5,073 | 17.0% | $25.25万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $172.57万 | 0.21% | 42,992 | 8,333 | 24.0% | $33.45万 | 加仓 |
| FLOT | ISHARES TR | $171.86万 | 0.21% | 33,731 | 4,385 | 14.9% | $22.34万 | 加仓 |
| VLO | VALERO ENERGY CORP | $169.10万 | 0.21% | 6,844 | 3,721 | 119.1% | $91.94万 | 加仓 |
| CB | CHUBB LTD SWITZ | $165.05万 | 0.20% | 5,064 | 1,426 | 39.2% | $46.48万 | 重新持有 |
| PULS | PGIM ETF TR | $164.65万 | 0.20% | 33,262 | 5,182 | 18.5% | $25.65万 | 加仓 |
| PYLD | PIMCO ETF TR | $164.38万 | 0.20% | 62,740 | 12,875 | 25.8% | $33.73万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $163.61万 | 0.20% | 42,585 | 3,905 | 10.1% | $15.00万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $160.75万 | 0.20% | 8,812 | 8,812 | — | $160.75万 | 新建仓 |
| ALL | ALLSTATE CORP | $157.94万 | 0.20% | 7,618 | 912 | 13.6% | $18.91万 | 加仓 |
| EMHY | ISHARES INC | $157.10万 | 0.19% | 39,894 | 8,590 | 27.4% | $33.83万 | 加仓 |
| ICSH | ISHARES TR | $155.11万 | 0.19% | 30,642 | 5,041 | 19.7% | $25.52万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $154.36万 | 0.19% | 30,798 | 5,330 | 20.9% | $26.71万 | 加仓 |
| NEM | NEWMONT CORP | $154.35万 | 0.19% | 14,259 | -1,316 | -8.4% | -$14.25万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $150.49万 | 0.19% | 55,267 | 11,119 | 25.2% | $30.28万 | 加仓 |
| SLB | SLB LIMITED | $149.87万 | 0.19% | 29,164 | 15,735 | 117.2% | $80.86万 | 重新持有 |
| ADBE | ADOBE INC | $148.35万 | 0.18% | 6,103 | 1,314 | 27.4% | $31.94万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $147.45万 | 0.18% | 10,904 | 810 | 8.0% | $10.95万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $146.30万 | 0.18% | 15,242 | 1,374 | 9.9% | $13.19万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $144.65万 | 0.18% | 16,053 | 11,647 | 264.3% | $104.95万 | 加仓 |
| FSLR | FIRST SOLAR INC | $142.64万 | 0.18% | 7,231 | 6,286 | 665.2% | $124.00万 | 加仓 |
| JBL | JABIL INC | $142.51万 | 0.18% | 5,365 | 446 | 9.1% | $11.85万 | 加仓 |
| SLV | ISHARES SILVER TR | $142.22万 | 0.18% | 20,872 | -2,274 | -9.8% | -$15.50万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $141.55万 | 0.17% | 6,699 | 6,699 | — | $141.55万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $141.18万 | 0.17% | 5,776 | 1,283 | 28.6% | $31.36万 | 加仓 |
| HD | HOME DEPOT INC | $139.44万 | 0.17% | 4,240 | -1,443 | -25.4% | -$47.46万 | 减仓 |
| — | ELECTRONIC ARTS INC | $138.67万 | 0.17% | 6,802 | 5,607 | 469.2% | $114.31万 | 加仓 |
| APP | APPLOVIN CORP | $138.19万 | 0.17% | 3,472 | 1,432 | 70.2% | $57.00万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $136.66万 | 0.17% | 17,855 | 6,738 | 60.6% | $51.57万 | 加仓 |
| ILMN | ILLUMINA INC | $136.58万 | 0.17% | 11,080 | 7,780 | 235.8% | $95.90万 | 加仓 |
| — | ISHARES ETHEREUM TR | $136.16万 | 0.17% | 86,016 | 17,671 | 25.9% | $27.97万 | 加仓 |
| FTI | TECHNIPFMC PLC | $134.88万 | 0.17% | 19,511 | -2,376 | -10.9% | -$16.43万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $132.25万 | 0.16% | 9,041 | 84 | 0.9% | $1.23万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $131.98万 | 0.16% | 21,512 | 10,288 | 91.7% | $63.12万 | 重新持有 |
| FOXA | FOX CORP | $131.02万 | 0.16% | 22,436 | 9,608 | 74.9% | $56.11万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $130.98万 | 0.16% | 10,088 | -3,433 | -25.4% | -$44.57万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $127.88万 | 0.16% | 5,539 | 617 | 12.5% | $14.24万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $124.59万 | 0.15% | 12,797 | -7,218 | -36.1% | -$70.27万 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $123.05万 | 0.15% | 7,820 | 1,603 | 25.8% | $25.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $122.47万 | 0.15% | 2,556 | -348 | -12.0% | -$16.67万 | 减仓 |