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 |
|---|---|---|---|---|---|---|---|---|
| COO | COOPER COS INC | $0 | 0.00% | 0 | -6,895 | -100.0% | -$49.30万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -4,429 | -100.0% | -$43.59万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -6,665 | -100.0% | -$42.30万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -2,299 | -100.0% | -$41.40万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -540 | -100.0% | -$39.30万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -4,710 | -100.0% | -$38.68万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -3,864 | -100.0% | -$38.41万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -693 | -100.0% | -$36.22万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -3,921 | -100.0% | -$35.94万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1,971 | -100.0% | -$33.79万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,226 | -100.0% | -$33.73万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -3,409 | -100.0% | -$32.72万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -4,975 | -100.0% | -$32.45万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -9,231 | -100.0% | -$32.42万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -3,993 | -100.0% | -$31.90万 | 清仓 |
| CHH | CHOICE HOTELS INTL INC | $0 | 0.00% | 0 | -3,069 | -100.0% | -$31.76万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -10,905 | -100.0% | -$31.31万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,839 | -100.0% | -$31.11万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -2,328 | -100.0% | -$30.99万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -1,481 | -100.0% | -$30.96万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -4,395 | -100.0% | -$30.45万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -6,132 | -100.0% | -$29.46万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -3,128 | -100.0% | -$28.79万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -8,626 | -100.0% | -$28.64万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -3,889 | -100.0% | -$25.38万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -4,625 | -100.0% | -$23.77万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,141 | -100.0% | -$23.29万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -3,421 | -100.0% | -$22.31万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -825 | -100.0% | -$22.01万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -449 | -100.0% | -$21.77万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -2,457 | -100.0% | -$20.89万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,105 | -100.0% | -$20.63万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -2,538 | -100.0% | -$20.16万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,210 | -100.0% | -$20.11万 | 清仓 |
| ABEV | AMBEV SA | $0 | 0.00% | 0 | -10,755 | -100.0% | -$3.14万 | 清仓 |
| RWT | REDWOOD TRUST INC | $8.01万 | 0.02% | 16,904 | 16,904 | — | $8.01万 | 新建仓 |
| ASAN | ASANA INC | $9.91万 | 0.03% | 14,154 | 14,154 | — | $9.91万 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $10.24万 | 0.03% | 17,926 | 17,926 | — | $10.24万 | 新建仓 |
| FRSH | FRESHWORKS INC | $12.18万 | 0.03% | 12,033 | 12,033 | — | $12.18万 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $12.18万 | 0.03% | 19,516 | 19,516 | — | $12.18万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.33万 | 0.03% | 21,142 | 938 | 4.6% | $5,469 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $20.04万 | 0.05% | 607 | 607 | — | $20.04万 | 新建仓 |
| ROL | ROLLINS INC | $20.06万 | 0.05% | 4,806 | -5,809 | -54.7% | -$24.25万 | 减仓 |
| APP | APPLOVIN CORP | $20.09万 | 0.05% | 390 | 66 | 20.4% | $3.40万 | 重新持有 |
| COR | CENCORA INC | $20.57万 | 0.06% | 727 | -7 | -1.0% | -$1,981 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.63万 | 0.06% | 838 | 838 | — | $20.63万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $20.67万 | 0.06% | 2,300 | 2,300 | — | $20.67万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $20.78万 | 0.06% | 156 | 156 | — | $20.78万 | 新建仓 |
| SHEL | SHELL PLC | $20.84万 | 0.06% | 2,687 | 41 | 1.5% | $3,179 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $21.15万 | 0.06% | 1,054 | -105 | -9.1% | -$2.11万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $21.20万 | 0.06% | 1,678 | -25 | -1.5% | -$3,159 | 减仓 |
| STLD | STEEL DYNAMICS INC | $21.71万 | 0.06% | 946 | 946 | — | $21.71万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $21.78万 | 0.06% | 2,601 | 2,601 | — | $21.78万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $22.01万 | 0.06% | 3,050 | -711 | -18.9% | -$5.13万 | 减仓 |
| MXL | MAXLINEAR INC | $22.02万 | 0.06% | 1,720 | 1,720 | — | $22.02万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $22.30万 | 0.06% | 1,184 | 1,184 | — | $22.30万 | 新建仓 |
| NEU | NEWMARKET CORP | $22.31万 | 0.06% | 282 | -43 | -13.2% | -$3.40万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $22.39万 | 0.06% | 162 | 162 | — | $22.39万 | 新建仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $22.70万 | 0.06% | 1,514 | 1,514 | — | $22.70万 | 新建仓 |
| WSO | WATSCO INC | $22.80万 | 0.06% | 547 | -606 | -52.6% | -$25.25万 | 减仓 |
| ATI | ATI INC | $23.04万 | 0.06% | 1,169 | 1,169 | — | $23.04万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $23.23万 | 0.06% | 2,250 | 2,250 | — | $23.23万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $23.37万 | 0.06% | 1,079 | -44 | -3.9% | -$9,530 | 减仓 |
| IAU | ISHARES GOLD TR | $23.39万 | 0.06% | 3,098 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $23.42万 | 0.06% | 575 | -35 | -5.7% | -$1.43万 | 减仓 |
| UMBF | UMB FINL CORP | $23.53万 | 0.06% | 1,648 | 1,648 | — | $23.53万 | 新建仓 |
| SBUX | STARBUCKS CORP | $23.53万 | 0.06% | 2,303 | -64 | -2.7% | -$6,540 | 减仓 |
| IUSB | ISHARES TR | $23.60万 | 0.06% | 5,113 | -529 | -9.4% | -$2.44万 | 减仓 |
| ENTG | ENTEGRIS INC | $23.74万 | 0.06% | 1,320 | 1,320 | — | $23.74万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.78万 | 0.06% | 598 | -162 | -21.3% | -$6.44万 | 减仓 |
| ALL | ALLSTATE CORP | $23.84万 | 0.07% | 1,002 | 1,002 | — | $23.84万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $23.94万 | 0.07% | 2,491 | 2,491 | — | $23.94万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $24.29万 | 0.07% | 1,090 | 85 | 8.5% | $1.89万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $24.50万 | 0.07% | 1,066 | -1,493 | -58.3% | -$34.32万 | 减仓 |
| WAB | WABTEC | $25.21万 | 0.07% | 935 | 935 | — | $25.21万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $25.45万 | 0.07% | 1,428 | 128 | 9.8% | $2.28万 | 加仓 |
| DIS | DISNEY WALT CO | $25.58万 | 0.07% | 2,658 | -94 | -3.4% | -$9,047 | 减仓 |
| QQQ | INVESCO QQQ TR | $25.77万 | 0.07% | 350 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $25.87万 | 0.07% | 462 | -37 | -7.4% | -$2.07万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.21万 | 0.07% | 4,549 | -61 | -1.3% | -$3,515 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $26.21万 | 0.07% | 703 | 703 | — | $26.21万 | 新建仓 |
| ALNT | ALLIENT INC | $26.68万 | 0.07% | 2,592 | 2,592 | — | $26.68万 | 新建仓 |
| UFPI | UFP INDUSTRIES INC | $26.90万 | 0.07% | 2,965 | -2,317 | -43.9% | -$21.02万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $26.96万 | 0.07% | 857 | -4 | -0.5% | -$1,258 | 减仓 |
| ETR | ENTERGY CORP NEW | $27.06万 | 0.07% | 2,356 | 20 | 0.9% | $2,297 | 加仓 |
| FN | FABRINET | $27.15万 | 0.07% | 483 | 483 | — | $27.15万 | 新建仓 |
| MCK | MCKESSON CORP | $27.28万 | 0.07% | 361 | 26 | 7.8% | $1.96万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $27.41万 | 0.07% | 538 | 5 | 0.9% | $2,547 | 加仓 |
| SAIA | SAIA INC | $27.54万 | 0.08% | 654 | -545 | -45.5% | -$22.95万 | 减仓 |
| EMR | EMERSON ELEC CO | $27.57万 | 0.08% | 1,926 | 46 | 2.4% | $6,585 | 加仓 |
| BE | BLOOM ENERGY CORP | $28.00万 | 0.08% | 925 | 925 | — | $28.00万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $28.01万 | 0.08% | 1,086 | 1,086 | — | $28.01万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $28.23万 | 0.08% | 2,027 | -153 | -7.0% | -$2.13万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $28.45万 | 0.08% | 2,007 | 2,007 | — | $28.45万 | 新建仓 |
| COP | CONOCOPHILLIPS | $28.69万 | 0.08% | 2,760 | -32 | -1.1% | -$3,327 | 减仓 |
| SAN | BANCO SANTANDER SA | $28.87万 | 0.08% | 20,921 | 162 | 0.8% | $2,236 | 加仓 |
| BA | BOEING CO | $28.99万 | 0.08% | 1,339 | -43 | -3.1% | -$9,308 | 减仓 |
| IVW | ISHARES TR | $29.06万 | 0.08% | 2,113 | -11 | -0.5% | -$1,513 | 减仓 |
| MPC | MARATHON PETE CORP | $29.07万 | 0.08% | 1,137 | -13 | -1.1% | -$3,324 | 减仓 |
| C | CITIGROUP INC | $29.27万 | 0.08% | 2,091 | 60 | 3.0% | $8,398 | 加仓 |