Impact Capital Partners LLC
GREENWOOD VILLAGE CO · SEC CIK 0002054916
$3.67亿2026Q2 申报市值
283持仓数
29.6%前十大占比 · 第一大 4.9%
38 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DGRW 加仓+$172.00万
HONA 新建仓+$114.90万
FLOT 加仓+$114.16万
JMST 加仓+$107.23万
USFR 加仓+$104.40万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$112.89万
SPIB 减仓-$106.62万
VOO 减仓-$69.86万
IBKR 减仓-$59.83万
JKHY 减仓-$59.75万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $29.32万 | 0.08% | 12,174 | -552 | -4.3% | -$1.33万 | 减仓 |
| FDX | FEDEX CORP | $29.40万 | 0.08% | 939 | -9 | -0.9% | -$2,818 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $29.42万 | 0.08% | 2,364 | -571 | -19.5% | -$7.11万 | 减仓 |
| MMM | 3M CO | $29.53万 | 0.08% | 1,824 | -9 | -0.5% | -$1,457 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $29.55万 | 0.08% | 479 | 479 | — | $29.55万 | 新建仓 |
| ALLE | ALLEGION PLC | $29.63万 | 0.08% | 2,109 | -2,000 | -48.7% | -$28.10万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $29.81万 | 0.08% | 6,350 | 76 | 1.2% | $3,567 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $30.00万 | 0.08% | 2,178 | -4,338 | -66.6% | -$59.75万 | 减仓 |
| VSTS | VESTIS CORPORATION | $30.06万 | 0.08% | 20,701 | 7,490 | 56.7% | $10.88万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $30.22万 | 0.08% | 8,752 | -836 | -8.7% | -$2.89万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $30.44万 | 0.08% | 3,990 | 19 | 0.5% | $1,450 | 加仓 |
| XSOE | WISDOMTREE TR | $30.70万 | 0.08% | 6,242 | 6,242 | — | $30.70万 | 新建仓 |
| AMGN | AMGEN INC | $30.82万 | 0.08% | 851 | 3 | 0.4% | $1,086 | 加仓 |
| CAH | CARDINAL HEALTH INC | $30.86万 | 0.08% | 1,299 | 19 | 1.5% | $4,514 | 加仓 |
| SF | STIFEL FINL CORP | $30.98万 | 0.08% | 4,441 | -98 | -2.2% | -$6,837 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $31.14万 | 0.08% | 371 | 371 | — | $31.14万 | 新建仓 |
| RDNT | RADNET INC | $31.62万 | 0.09% | 5,127 | 28 | 0.5% | $1,727 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $31.87万 | 0.09% | 3,476 | 16 | 0.5% | $1,467 | 加仓 |
| LCII | LCI INDS | $32.03万 | 0.09% | 3,025 | -679 | -18.3% | -$7.19万 | 减仓 |
| AZN | ASTRAZENECA PLC | $32.33万 | 0.09% | 1,705 | -51 | -2.9% | -$9,671 | 减仓 |
| T | AT&T INC | $33.42万 | 0.09% | 16,143 | -1,355 | -7.7% | -$2.80万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.50万 | 0.09% | 7,912 | 96 | 1.2% | $4,064 | 加仓 |
| ADSK | AUTODESK INC | $33.85万 | 0.09% | 1,741 | -232 | -11.8% | -$4.51万 | 减仓 |
| FTNT | FORTINET INC | $33.95万 | 0.09% | 2,210 | 2,210 | — | $33.95万 | 新建仓 |
| AME | AMETEK INC | $34.38万 | 0.09% | 1,421 | 51 | 3.7% | $1.23万 | 加仓 |
| LII | LENNOX INTL INC | $34.72万 | 0.09% | 606 | -391 | -39.2% | -$22.40万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $34.75万 | 0.09% | 5,526 | -81 | -1.4% | -$5,094 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $34.86万 | 0.10% | 1,282 | 1,282 | — | $34.86万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $34.96万 | 0.10% | 1,203 | -77 | -6.0% | -$2.24万 | 减仓 |
| WFC | WELLS FARGO & CO | $35.89万 | 0.10% | 4,343 | -2 | -0.0% | -$165 | 减仓 |
| PWR | QUANTA SVCS INC | $35.93万 | 0.10% | 499 | 63 | 14.4% | $4.54万 | 加仓 |
| VB | VANGUARD INDEX FDS | $35.96万 | 0.10% | 1,186 | -82 | -6.5% | -$2.49万 | 减仓 |
| HWKN | HAWKINS INC | $36.26万 | 0.10% | 2,552 | 45 | 1.8% | $6,394 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $36.35万 | 0.10% | 2,844 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $36.44万 | 0.10% | 4,399 | -14 | -0.3% | -$1,160 | 减仓 |
| MUB | ISHARES TR | $36.45万 | 0.10% | 3,387 | 131 | 4.0% | $1.41万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.24万 | 0.10% | 4,036 | -144 | -3.4% | -$1.33万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $37.24万 | 0.10% | 10,953 | -653 | -5.6% | -$2.22万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $37.36万 | 0.10% | 382 | -14 | -3.5% | -$1.37万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $38.44万 | 0.10% | 891 | 891 | — | $38.44万 | 新建仓 |
| YUM | YUM BRANDS INC | $38.55万 | 0.11% | 2,412 | 9 | 0.4% | $1,439 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $39.01万 | 0.11% | 1,165 | -32 | -2.7% | -$1.07万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $39.18万 | 0.11% | 1,391 | -686 | -33.0% | -$19.32万 | 减仓 |
| ULS | UL SOLUTIONS INC | $39.38万 | 0.11% | 3,866 | -2,854 | -42.5% | -$29.07万 | 减仓 |
| VMC | VULCAN MATLS CO | $39.65万 | 0.11% | 1,344 | 91 | 7.3% | $2.68万 | 加仓 |
| MO | ALTRIA GROUP INC | $39.67万 | 0.11% | 5,513 | -55 | -1.0% | -$3,957 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $39.69万 | 0.11% | 7,854 | -6,020 | -43.4% | -$30.42万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $39.69万 | 0.11% | 1,354 | -41 | -2.9% | -$1.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.04万 | 0.11% | 5,620 | -3,549 | -38.7% | -$25.29万 | 减仓 |
| NDSN | NORDSON CORP | $40.19万 | 0.11% | 1,332 | -999 | -42.9% | -$30.14万 | 减仓 |
| ETN | EATON CORP PLC | $40.78万 | 0.11% | 957 | -12 | -1.2% | -$5,113 | 减仓 |
| ROST | ROSS STORES INC | $40.78万 | 0.11% | 1,916 | -1,188 | -38.3% | -$25.29万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $42.66万 | 0.12% | 3,189 | 3,189 | — | $42.66万 | 新建仓 |
| WRB | BERKLEY W R CORP | $42.74万 | 0.12% | 6,060 | -5,606 | -48.1% | -$39.54万 | 减仓 |
| FIX | COMFORT SYS USA INC | $43.01万 | 0.12% | 217 | 217 | — | $43.01万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $43.19万 | 0.12% | 749 | 37 | 5.2% | $2.13万 | 加仓 |
| PGR | PROGRESSIVE CORP | $44.19万 | 0.12% | 2,023 | -139 | -6.4% | -$3.04万 | 减仓 |
| RLI | RLI CORP | $44.33万 | 0.12% | 7,505 | -2,311 | -23.5% | -$13.65万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $44.78万 | 0.12% | 1,355 | -123 | -8.3% | -$4.06万 | 减仓 |
| CR | CRANE COMPANY | $44.93万 | 0.12% | 2,014 | 21 | 1.1% | $4,684 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $45.18万 | 0.12% | 12,505 | 36 | 0.3% | $1,301 | 加仓 |
| RTX | RTX CORPORATION | $45.23万 | 0.12% | 2,384 | -110 | -4.4% | -$2.09万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $45.48万 | 0.12% | 2,677 | 252 | 10.4% | $4.28万 | 加仓 |
| DCI | DONALDSON INC | $45.65万 | 0.12% | 5,085 | 153 | 3.1% | $1.37万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $46.23万 | 0.13% | 922 | -46 | -4.8% | -$2.31万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $47.88万 | 0.13% | 718 | -632 | -46.8% | -$42.15万 | 减仓 |
| BBY | BEST BUY INC | $47.94万 | 0.13% | 6,318 | 8 | 0.1% | $607 | 加仓 |
| SHOP | SHOPIFY INC | $48.09万 | 0.13% | 4,212 | -507 | -10.7% | -$5.79万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $48.52万 | 0.13% | 980 | 46 | 4.9% | $2.28万 | 加仓 |
| GGG | GRACO INC | $48.80万 | 0.13% | 6,454 | -946 | -12.8% | -$7.15万 | 减仓 |
| MUR | MURPHY OIL CORP | $49.39万 | 0.13% | 15,170 | 48 | 0.3% | $1,563 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.53万 | 0.14% | 1,797 | 459 | 34.3% | $12.91万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $50.59万 | 0.14% | 4,336 | 311 | 7.7% | $3.63万 | 加仓 |
| QCOM | QUALCOMM INC | $50.76万 | 0.14% | 2,747 | 22 | 0.8% | $4,065 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $51.55万 | 0.14% | 3,528 | -193 | -5.2% | -$2.82万 | 减仓 |
| SNDK | SANDISK CORP | $51.61万 | 0.14% | 227 | 227 | — | $51.61万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $52.47万 | 0.14% | 5,698 | -156 | -2.7% | -$1.44万 | 减仓 |
| CRVL | CORVEL CORP | $52.95万 | 0.14% | 8,469 | 137 | 1.6% | $8,565 | 加仓 |
| AXON | AXON ENTERPRISE INC | $52.98万 | 0.14% | 945 | -38 | -3.9% | -$2.13万 | 减仓 |
| NFLX | NETFLIX INC. | $53.09万 | 0.14% | 7,436 | -3,657 | -33.0% | -$26.11万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $53.90万 | 0.15% | 16,997 | 133 | 0.8% | $4,218 | 加仓 |
| KLAC | KLA CORP | $54.43万 | 0.15% | 1,804 | -16 | -0.9% | -$4,827 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $54.58万 | 0.15% | 2,030 | 156 | 8.3% | $4.19万 | 加仓 |
| SYK | STRYKER CORPORATION | $54.66万 | 0.15% | 1,736 | -37 | -2.1% | -$1.16万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $54.76万 | 0.15% | 1,619 | 24 | 1.5% | $8,118 | 加仓 |
| KAI | KADANT INC | $55.02万 | 0.15% | 1,751 | -117 | -6.3% | -$3.68万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $55.11万 | 0.15% | 3,086 | -141 | -4.4% | -$2.52万 | 减仓 |
| DLN | WISDOMTREE TR | $56.19万 | 0.15% | 5,834 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $56.34万 | 0.15% | 2,695 | 34 | 1.3% | $7,107 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $56.43万 | 0.15% | 2,799 | -266 | -8.7% | -$5.36万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $56.62万 | 0.15% | 11,215 | 389 | 3.6% | $1.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $56.79万 | 0.15% | 6,593 | -3,079 | -31.8% | -$26.52万 | 减仓 |
| LOW | LOWES COS INC | $57.90万 | 0.16% | 2,626 | -141 | -5.1% | -$3.11万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $58.08万 | 0.16% | 1,703 | -119 | -6.5% | -$4.06万 | 减仓 |
| POOL | POOL CORP | $58.39万 | 0.16% | 2,717 | -1,134 | -29.4% | -$24.37万 | 减仓 |
| BAC | BANK OF AMER CORP | $58.54万 | 0.16% | 10,274 | 109 | 1.1% | $6,211 | 加仓 |
| DTM | DT MIDSTREAM INC | $58.84万 | 0.16% | 4,010 | 1 | 0.0% | $147 | 加仓 |
| URI | UNITED RENTALS INC | $59.93万 | 0.16% | 529 | 5 | 1.0% | $5,664 | 加仓 |
| GLW | CORNING INC | $60.02万 | 0.16% | 2,350 | 359 | 18.0% | $9.17万 | 加仓 |
| BANF | BANCFIRST CORP | $62.02万 | 0.17% | 5,581 | 834 | 17.6% | $9.27万 | 加仓 |