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 |
|---|---|---|---|---|---|---|---|---|
| FHB | FIRST HAWAIIAN INC | $62.30万 | 0.17% | 21,262 | 521 | 2.5% | $1.53万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $63.05万 | 0.17% | 7,244 | -6,874 | -48.7% | -$59.83万 | 减仓 |
| FCN | FTI CONSULTING INC | $63.15万 | 0.17% | 4,238 | -634 | -13.0% | -$9.45万 | 减仓 |
| MC | MOELIS & CO | $64.62万 | 0.18% | 9,877 | -1,877 | -16.0% | -$12.28万 | 减仓 |
| GARP | ISHARES TR | $67.53万 | 0.18% | 8,180 | 692 | 9.2% | $5.71万 | 加仓 |
| IWD | ISHARES TR | $69.70万 | 0.19% | 2,875 | 733 | 34.2% | $17.77万 | 加仓 |
| TXN | TEXAS INSTRS INC | $69.72万 | 0.19% | 2,339 | 442 | 23.3% | $13.17万 | 加仓 |
| IWR | ISHARES TR | $70.12万 | 0.19% | 6,356 | 4,216 | 197.0% | $46.51万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $70.38万 | 0.19% | 8,233 | 53 | 0.6% | $4,531 | 加仓 |
| IEFA | ISHARES TR | $71.46万 | 0.19% | 7,399 | -16 | -0.2% | -$1,545 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $72.52万 | 0.20% | 12,149 | 647 | 5.6% | $3.86万 | 加仓 |
| DE | DEERE & CO | $73.65万 | 0.20% | 1,161 | 5 | 0.4% | $3,172 | 加仓 |
| GEV | GE VERNOVA INC | $74.25万 | 0.20% | 632 | 36 | 6.0% | $4.23万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.20% | 1 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $75.84万 | 0.21% | 2,804 | -61 | -2.1% | -$1.65万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $82.54万 | 0.23% | 7,519 | -30 | -0.4% | -$3,293 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $82.82万 | 0.23% | 28,141 | 74 | 0.3% | $2,178 | 加仓 |
| APH | AMPHENOL CORP | $83.19万 | 0.23% | 4,718 | -469 | -9.0% | -$8.27万 | 减仓 |
| EOG | EOG RES INC | $83.37万 | 0.23% | 6,426 | 104 | 1.6% | $1.35万 | 加仓 |
| UBS | UBS GROUP AG | $84.28万 | 0.23% | 17,006 | 23 | 0.1% | $1,140 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $84.85万 | 0.23% | 839 | -1 | -0.1% | -$1,011 | 减仓 |
| VTV | VANGUARD INDEX FDS | $85.71万 | 0.23% | 3,933 | -989 | -20.1% | -$21.55万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $92.59万 | 0.25% | 4,477 | 106 | 2.4% | $2.19万 | 加仓 |
| IWF | ISHARES TR | $97.51万 | 0.27% | 7,853 | 2,841 | 56.7% | $35.28万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $99.24万 | 0.27% | 1,411 | 66 | 4.9% | $4.64万 | 重新持有 |
| CSCO | CISCO SYS INC | $99.50万 | 0.27% | 8,471 | 669 | 8.6% | $7.86万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $101.63万 | 0.28% | 2,046 | -117 | -5.4% | -$5.81万 | 减仓 |
| ASML | ASML HLDG NV | $101.86万 | 0.28% | 512 | 3 | 0.6% | $5,968 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $102.17万 | 0.28% | 13,918 | 171 | 1.2% | $1.26万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $105.07万 | 0.29% | 3,527 | -72 | -2.0% | -$2.14万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $105.90万 | 0.29% | 1,658 | 106 | 6.8% | $6.77万 | 加仓 |
| TTC | TORO CO | $107.60万 | 0.29% | 11,045 | -7 | -0.1% | -$682 | 减仓 |
| VOO | VANGUARD INDEX FDS | $109.57万 | 0.30% | 1,595 | -1,017 | -38.9% | -$69.86万 | 减仓 |
| GE | GE AEROSPACE | $109.95万 | 0.30% | 2,942 | 49 | 1.7% | $1.83万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $114.90万 | 0.31% | 5,197 | 5,197 | — | $114.90万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $115.04万 | 0.31% | 8,409 | 181 | 2.2% | $2.48万 | 加仓 |
| HON | HONEYWELL INTL INC | $116.36万 | 0.32% | 5,197 | -5,042 | -49.2% | -$112.89万 | 减仓 |
| PRI | PRIMERICA INC | $117.18万 | 0.32% | 4,123 | 147 | 3.7% | $4.18万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $118.44万 | 0.32% | 2,306 | -51 | -2.2% | -$2.62万 | 减仓 |
| PEP | PEPSICO INC | $118.89万 | 0.32% | 8,781 | -366 | -4.0% | -$4.96万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $122.70万 | 0.33% | 10,352 | -18 | -0.2% | -$2,134 | 减仓 |
| DTE | DTE ENERGY CO | $123.25万 | 0.34% | 8,089 | 10 | 0.1% | $1,524 | 加仓 |
| NEE | NEXTERA ENERGY INC | $127.31万 | 0.35% | 14,505 | 2 | 0.0% | $176 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $128.44万 | 0.35% | 1,331 | -11 | -0.8% | -$1.06万 | 减仓 |
| INTC | INTEL CORP | $132.18万 | 0.36% | 9,467 | 569 | 6.4% | $7.94万 | 加仓 |
| RBC | RBC BEARINGS INC | $132.35万 | 0.36% | 2,055 | 32 | 1.6% | $2.06万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $133.21万 | 0.36% | 3,074 | 97 | 3.3% | $4.20万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $133.61万 | 0.36% | 2,300 | 586 | 34.2% | $34.04万 | 加仓 |
| SSD | SIMPSON MFG INC | $134.44万 | 0.37% | 6,422 | -4 | -0.1% | -$837 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $135.19万 | 0.37% | 8,111 | -759 | -8.6% | -$12.65万 | 减仓 |
| VO | VANGUARD INDEX FDS | $138.48万 | 0.38% | 17,188 | -8 | -0.0% | -$645 | 减仓 |
| IWM | ISHARES TR | $139.74万 | 0.38% | 4,651 | 1,215 | 35.4% | $36.50万 | 重新持有 |
| JMST | J P MORGAN EXCHANGE TRADED F | $140.96万 | 0.38% | 27,639 | 21,025 | 317.9% | $107.23万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $148.92万 | 0.41% | 33,100 | -6,629 | -16.7% | -$29.82万 | 减仓 |
| MRK | MERCK & CO INC | $149.51万 | 0.41% | 11,635 | 58 | 0.5% | $7,453 | 加仓 |
| EME | EMCOR GROUP INC | $150.04万 | 0.41% | 1,808 | 164 | 10.0% | $13.61万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $151.28万 | 0.41% | 8,362 | 94 | 1.1% | $1.70万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $152.17万 | 0.42% | 1,994 | 25 | 1.3% | $1.91万 | 加仓 |
| EFA | ISHARES TR | $153.85万 | 0.42% | 14,810 | 5,656 | 61.8% | $58.75万 | 加仓 |
| WMT | WALMART INC | $154.15万 | 0.42% | 13,610 | 111 | 0.8% | $1.26万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $156.73万 | 0.43% | 3,191 | 29 | 0.9% | $1.42万 | 加仓 |
| TJX | TJX COS INC NEW | $159.74万 | 0.44% | 10,544 | -215 | -2.0% | -$3.26万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $160.42万 | 0.44% | 4,098 | 324 | 8.6% | $12.68万 | 加仓 |
| PSX | PHILLIPS 66 | $160.78万 | 0.44% | 9,511 | 414 | 4.6% | $7.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $161.66万 | 0.44% | 2,236 | -108 | -4.6% | -$7.81万 | 减仓 |
| EEM | ISHARES TR | $162.15万 | 0.44% | 23,703 | 7,502 | 46.3% | $51.32万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $164.74万 | 0.45% | 1,761 | -20 | -1.1% | -$1.87万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $175.15万 | 0.48% | 8,220 | 94 | 1.2% | $2.00万 | 加仓 |
| CB | CHUBB LIMITED | $182.68万 | 0.50% | 5,361 | 77 | 1.5% | $2.62万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $183.32万 | 0.50% | 8,186 | -30 | -0.4% | -$6,718 | 减仓 |
| SPIB | SPDR SERIES TRUST | $187.29万 | 0.51% | 55,974 | -31,865 | -36.3% | -$106.62万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $190.32万 | 0.52% | 8,043 | -46 | -0.6% | -$1.09万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $194.33万 | 0.53% | 21,416 | -1,895 | -8.1% | -$17.20万 | 减仓 |
| CAT | CATERPILLAR INC | $200.52万 | 0.55% | 1,883 | 51 | 2.8% | $5.43万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $201.84万 | 0.55% | 5,454 | -358 | -6.2% | -$13.25万 | 减仓 |
| DGRW | WISDOMTREE TR | $206.37万 | 0.56% | 21,582 | 17,988 | 500.5% | $172.00万 | 加仓 |
| DLS | WISDOMTREE TR | $214.69万 | 0.59% | 25,622 | 1,545 | 6.4% | $12.95万 | 加仓 |
| PLD | PROLOGIS INC. | $216.28万 | 0.59% | 15,965 | 264 | 1.7% | $3.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $219.78万 | 0.60% | 1,904 | 288 | 17.8% | $33.24万 | 加仓 |
| USFR | WISDOMTREE TR | $221.07万 | 0.60% | 43,906 | 20,734 | 89.5% | $104.40万 | 加仓 |
| CSX | CSX CORP | $238.90万 | 0.65% | 50,263 | 129 | 0.3% | $6,131 | 加仓 |
| CVX | CHEVRON CORPORATION | $247.74万 | 0.68% | 14,946 | 3 | 0.0% | $497 | 加仓 |
| UNP | UNION PAC CORP | $249.25万 | 0.68% | 9,163 | 152 | 1.7% | $4.13万 | 加仓 |
| BLK | BLACKROCK INC | $253.86万 | 0.69% | 2,640 | -16 | -0.6% | -$1.54万 | 减仓 |
| TSLA | TESLA INC | $256.40万 | 0.70% | 6,096 | 173 | 2.9% | $7.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $257.51万 | 0.70% | 5,392 | -23 | -0.4% | -$1.10万 | 减仓 |
| MCD | MCDONALDS CORP | $258.94万 | 0.71% | 9,579 | -580 | -5.7% | -$15.68万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $263.40万 | 0.72% | 43,202 | -213 | -0.5% | -$1.30万 | 减仓 |
| LLY | ELI LILLY & CO | $267.23万 | 0.73% | 2,228 | 5 | 0.2% | $5,997 | 加仓 |
| IBEX | IBEX LTD | $274.21万 | 0.75% | 90,291 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $275.46万 | 0.75% | 5,505 | -15 | -0.3% | -$7,506 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $291.52万 | 0.80% | 7,014 | 423 | 6.4% | $17.58万 | 加仓 |
| IVV | ISHARES TR | $299.71万 | 0.82% | 4,002 | 133 | 3.4% | $9.96万 | 加仓 |
| LIN | LINDE PLC | $306.03万 | 0.83% | 5,897 | 72 | 1.2% | $3.74万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $311.03万 | 0.85% | 4,165 | 112 | 2.8% | $8.36万 | 加仓 |
| META | META PLATFORMS INC | $327.38万 | 0.89% | 5,812 | -958 | -14.2% | -$53.96万 | 减仓 |
| — | EXXON MOBIL CORP | $328.82万 | 0.90% | 24,050 | -145 | -0.6% | -$1.98万 | 减仓 |
| IQDG | WISDOMTREE TR | $339.26万 | 0.93% | 78,751 | 4,901 | 6.6% | $21.11万 | 加仓 |
| HD | HOME DEPOT INC | $342.83万 | 0.94% | 9,721 | -466 | -4.6% | -$16.43万 | 减仓 |
| V | VISA INC | $369.51万 | 1.01% | 10,770 | -363 | -3.3% | -$12.45万 | 减仓 |