Impact Capital Partners LLC
GREENWOOD VILLAGE CO · SEC CIK 0002054916
$3.31亿2026Q1 申报市值
276持仓数
29.2%前十大占比 · 第一大 4.7%
14 / 11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
GOOGL 加仓+$273.70万
AAPL 加仓+$238.51万
DDWM 加仓+$135.00万
META 加仓+$87.99万
VOO 加仓+$84.25万
2026Q1 卖出最多 按季末市值估算
PM 减仓-$154.82万
MSFT 减仓-$140.55万
AVGO 减仓-$140.18万
ABBV 减仓-$102.64万
OMF 减仓-$87.39万
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 |
|---|---|---|---|---|---|---|---|---|
| MC | MOELIS & CO | $67.00万 | 0.20% | 11,754 | 606 | 5.4% | $3.45万 | 加仓 |
| UBS | UBS GROUP AG | $66.35万 | 0.20% | 16,983 | 230 | 1.4% | $8,986 | 加仓 |
| APH | AMPHENOL CORP | $65.54万 | 0.20% | 5,187 | 192 | 3.8% | $2.43万 | 加仓 |
| LOW | LOWES COS INC | $65.38万 | 0.20% | 2,767 | 3 | 0.1% | $709 | 加仓 |
| DE | DEERE & CO | $65.12万 | 0.20% | 1,156 | -14 | -1.2% | -$7,886 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $64.06万 | 0.19% | 3,065 | -386 | -11.2% | -$8.07万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $63.61万 | 0.19% | 2,977 | 5 | 0.2% | $1,068 | 加仓 |
| VXUS | VANGUARD STAR FDS | $63.08万 | 0.19% | 8,180 | 835 | 11.4% | $6.44万 | 加仓 |
| GGG | GRACO INC | $62.64万 | 0.19% | 7,400 | -62 | -0.8% | -$5,248 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $62.48万 | 0.19% | 2,077 | -690 | -24.9% | -$20.76万 | 减仓 |
| MUR | MURPHY OIL CORP | $62.38万 | 0.19% | 15,122 | -21 | -0.1% | -$866 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $62.21万 | 0.19% | 13,874 | -1,987 | -12.5% | -$8.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $62.17万 | 0.19% | 11,502 | 2,140 | 22.9% | $11.57万 | 加仓 |
| NDSN | NORDSON CORP | $62.02万 | 0.19% | 2,331 | -304 | -11.5% | -$8.09万 | 减仓 |
| CSCO | CISCO SYS INC | $60.54万 | 0.18% | 7,802 | -114 | -1.4% | -$8,846 | 减仓 |
| ALLE | ALLEGION PLC | $59.70万 | 0.18% | 4,109 | -573 | -12.2% | -$8.33万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $58.88万 | 0.18% | 4,025 | 92 | 2.3% | $1.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $58.76万 | 0.18% | 9,169 | 3,242 | 54.7% | $20.77万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $58.35万 | 0.18% | 3,227 | -61 | -1.9% | -$1.10万 | 减仓 |
| SYK | STRYKER CORPORATION | $58.27万 | 0.18% | 1,773 | -6 | -0.3% | -$1,972 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $58.19万 | 0.18% | 2,935 | -774 | -20.9% | -$15.35万 | 减仓 |
| ULS | UL SOLUTIONS INC | $57.60万 | 0.17% | 6,720 | -817 | -10.8% | -$7.00万 | 减仓 |
| ROL | ROLLINS INC | $56.69万 | 0.17% | 10,615 | -1,350 | -11.3% | -$7.21万 | 减仓 |
| RLI | RLI CORP | $55.99万 | 0.17% | 9,816 | 734 | 8.1% | $4.19万 | 加仓 |
| SHOP | SHOPIFY INC | $55.98万 | 0.17% | 4,719 | 251 | 5.6% | $2.98万 | 加仓 |
| KAI | KADANT INC | $54.61万 | 0.17% | 1,868 | 53 | 2.9% | $1.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $54.59万 | 0.17% | 1,616 | 193 | 13.6% | $6.52万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $54.53万 | 0.16% | 10,826 | 956 | 9.7% | $4.82万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $54.04万 | 0.16% | 5,854 | 175 | 3.1% | $1.62万 | 加仓 |
| DTM | DT MIDSTREAM INC | $53.99万 | 0.16% | 4,009 | 12 | 0.3% | $1,616 | 加仓 |
| IWF | ISHARES TR | $53.43万 | 0.16% | 1,253 | -367 | -22.7% | -$15.65万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $52.57万 | 0.16% | 1,342 | 44 | 3.4% | $1.72万 | 加仓 |
| DLN | WISDOMTREE TR | $52.12万 | 0.16% | 5,834 | 5,834 | — | $52.12万 | 新建仓 |
| GEV | GE VERNOVA INC | $52.02万 | 0.16% | 596 | 15 | 2.6% | $1.31万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $51.74万 | 0.16% | 16,864 | 140 | 0.8% | $4,295 | 加仓 |
| BANF | BANCFIRST CORP | $51.51万 | 0.16% | 4,747 | 905 | 23.6% | $9.82万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $51.11万 | 0.15% | 20,741 | -751 | -3.5% | -$1.85万 | 减仓 |
| T | AT&T INC | $50.73万 | 0.15% | 17,498 | 700 | 4.2% | $2.03万 | 加仓 |
| BAC | BANK AMERICA CORP | $49.55万 | 0.15% | 10,165 | -730 | -6.7% | -$3.56万 | 减仓 |
| COO | COOPER COS INC | $49.30万 | 0.15% | 6,895 | -949 | -12.1% | -$6.79万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $48.73万 | 0.15% | 3,721 | -34 | -0.9% | -$4,452 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $48.66万 | 0.15% | 5,282 | 841 | 18.9% | $7.75万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $48.25万 | 0.15% | 1,595 | 31 | 2.0% | $9,377 | 加仓 |
| RTX | RTX CORPORATION | $48.11万 | 0.15% | 2,494 | -153 | -5.8% | -$2.95万 | 减仓 |
| GARP | ISHARES TR | $47.90万 | 0.14% | 7,488 | 7,488 | — | $47.90万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $47.58万 | 0.14% | 968 | -10 | -1.0% | -$4,915 | 减仓 |
| ADSK | AUTODESK INC | $47.23万 | 0.14% | 1,973 | 141 | 7.7% | $3.38万 | 加仓 |
| LII | LENNOX INTL INC | $46.27万 | 0.14% | 997 | -89 | -8.2% | -$4.13万 | 减仓 |
| IWD | ISHARES TR | $45.77万 | 0.14% | 2,142 | -38 | -1.7% | -$8,119 | 减仓 |
| LCII | LCI INDS | $45.55万 | 0.14% | 3,704 | -115 | -3.0% | -$1.41万 | 减仓 |
| CRVL | CORVEL CORP | $45.53万 | 0.14% | 8,332 | 1,853 | 28.6% | $10.13万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $44.94万 | 0.14% | 1,478 | 57 | 4.0% | $1.73万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.17万 | 0.13% | 1,280 | -4 | -0.3% | -$1,380 | 减仓 |
| MS | MORGAN STANLEY | $43.79万 | 0.13% | 2,661 | -1,080 | -28.9% | -$17.77万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $43.59万 | 0.13% | 4,429 | -452 | -9.3% | -$4.45万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $43.19万 | 0.13% | 1,874 | 141 | 8.1% | $3.25万 | 加仓 |
| PGR | PROGRESSIVE CORP | $42.86万 | 0.13% | 2,162 | -132 | -5.8% | -$2.62万 | 减仓 |
| TTAN | SERVICETITAN INC | $42.30万 | 0.13% | 6,665 | 1,740 | 35.3% | $11.04万 | 加仓 |
| SAIA | SAIA INC | $42.12万 | 0.13% | 1,199 | -169 | -12.4% | -$5.94万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $41.98万 | 0.13% | 1,552 | 2 | 0.1% | $541 | 加仓 |
| WSO | WATSCO INC | $41.95万 | 0.13% | 1,153 | -106 | -8.4% | -$3.86万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $41.91万 | 0.13% | 712 | 16 | 2.3% | $9,419 | 加仓 |
| DCI | DONALDSON INC | $41.86万 | 0.13% | 4,932 | -94 | -1.9% | -$7,978 | 减仓 |
| AXON | AXON ENTERPRISE INC | $41.75万 | 0.13% | 983 | 72 | 7.9% | $3.06万 | 加仓 |
| EFX | EQUIFAX INC | $41.40万 | 0.13% | 2,299 | -7 | -0.3% | -$1,260 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $40.51万 | 0.12% | 1,395 | 40 | 3.0% | $1.16万 | 加仓 |
| BBY | BEST BUY INC | $40.51万 | 0.12% | 6,310 | -26 | -0.4% | -$1,669 | 减仓 |
| CASY | CASEYS GEN STORES INC | $39.30万 | 0.12% | 540 | 20 | 3.8% | $1.46万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $39.28万 | 0.12% | 4,180 | -414 | -9.0% | -$3.89万 | 减仓 |
| INTC | INTEL CORP | $39.27万 | 0.12% | 8,898 | 67 | 0.8% | $2,957 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.24万 | 0.12% | 7,816 | 395 | 5.3% | $1.98万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $38.68万 | 0.12% | 4,710 | 1,074 | 29.5% | $8.82万 | 加仓 |
| HWKN | HAWKINS INC | $38.51万 | 0.12% | 2,507 | 1,307 | 108.9% | $20.08万 | 重新持有 |
| HLNE | HAMILTON LANE INC | $38.41万 | 0.12% | 3,864 | 1,919 | 98.7% | $19.07万 | 加仓 |
| URI | UNITED RENTALS INC | $38.18万 | 0.12% | 524 | 12 | 2.3% | $8,743 | 加仓 |
| YUM | YUM BRANDS INC | $37.36万 | 0.11% | 2,403 | 18 | 0.8% | $2,798 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $37.15万 | 0.11% | 11,606 | -1,420 | -10.9% | -$4.55万 | 减仓 |
| COP | CONOCOPHILLIPS | $36.85万 | 0.11% | 2,792 | 18 | 0.6% | $2,376 | 加仓 |
| TXN | TEXAS INSTRS INC | $36.83万 | 0.11% | 1,897 | 257 | 15.7% | $4.99万 | 加仓 |
| MO | ALTRIA GROUP INC | $36.74万 | 0.11% | 5,568 | 116 | 2.1% | $7,655 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $36.26万 | 0.11% | 12,469 | 17 | 0.1% | $494 | 加仓 |
| ULTA | ULTA BEAUTY INC | $36.22万 | 0.11% | 693 | 693 | — | $36.22万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $35.94万 | 0.11% | 3,921 | 1,379 | 54.2% | $12.64万 | 加仓 |
| PFE | PFIZER INC | $35.73万 | 0.11% | 12,726 | 970 | 8.3% | $2.72万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.65万 | 0.11% | 3,599 | -224 | -5.9% | -$2.22万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $35.45万 | 0.11% | 396 | 2 | 0.5% | $1,790 | 加仓 |
| QCOM | QUALCOMM INC | $35.10万 | 0.11% | 2,725 | 35 | 1.3% | $4,508 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.04万 | 0.11% | 760 | 16 | 2.2% | $7,376 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $34.89万 | 0.11% | 9,588 | -907 | -8.6% | -$3.30万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.87万 | 0.11% | 1,714 | 38 | 2.3% | $7,730 | 加仓 |
| ETN | EATON CORP PLC | $34.66万 | 0.10% | 969 | -14 | -1.4% | -$5,007 | 减仓 |
| AZN | ASTRAZENECA PLC | $34.63万 | 0.10% | 1,756 | 1,756 | — | $34.63万 | 新建仓 |
| WFC | WELLS FARGO & CO | $34.59万 | 0.10% | 4,345 | 6 | 0.1% | $478 | 加仓 |
| MUB | ISHARES TR | $34.56万 | 0.10% | 3,256 | 119 | 3.8% | $1.26万 | 加仓 |
| VMC | VULCAN MATLS CO | $34.12万 | 0.10% | 1,253 | 122 | 10.8% | $3.32万 | 加仓 |
| CR | CRANE COMPANY | $34.08万 | 0.10% | 1,993 | 1 | 0.1% | $171 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $33.79万 | 0.10% | 1,971 | 1,971 | — | $33.79万 | 新建仓 |
| FDX | FEDEX CORP | $33.77万 | 0.10% | 948 | -19 | -2.0% | -$6,767 | 减仓 |
| NOW | SERVICENOW INC | $33.73万 | 0.10% | 3,226 | -6 | -0.2% | -$627 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $33.72万 | 0.10% | 6,614 | 43 | 0.7% | $2,192 | 加仓 |