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 |
|---|---|---|---|---|---|---|---|---|
| SF | STIFEL FINL CORP | $33.55万 | 0.10% | 4,539 | 38 | 0.8% | $2,772 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.52万 | 0.10% | 934 | 11 | 1.2% | $3,948 | 加仓 |
| VB | VANGUARD INDEX FDS | $33.22万 | 0.10% | 1,268 | 27 | 2.2% | $7,073 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $32.96万 | 0.10% | 5,607 | -148 | -2.6% | -$8,699 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $32.72万 | 0.10% | 3,409 | 258 | 8.2% | $2.48万 | 加仓 |
| TRMB | TRIMBLE INC | $32.45万 | 0.10% | 4,975 | 190 | 4.0% | $1.24万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.43万 | 0.10% | 1,338 | 72 | 5.7% | $1.75万 | 加仓 |
| BSY | BENTLEY SYS INC | $32.42万 | 0.10% | 9,231 | -5,385 | -36.8% | -$18.91万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $32.21万 | 0.10% | 533 | 11 | 2.1% | $6,648 | 加仓 |
| THO | THOR INDS INC | $31.90万 | 0.10% | 3,993 | -460 | -10.3% | -$3.67万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $31.76万 | 0.10% | 3,069 | 880 | 40.2% | $9.11万 | 加仓 |
| DGRW | WISDOMTREE TR | $31.57万 | 0.10% | 3,594 | -6,103 | -62.9% | -$53.61万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $31.31万 | 0.09% | 10,905 | 514 | 4.9% | $1.48万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $31.20万 | 0.09% | 2,844 | -1,380 | -32.7% | -$15.14万 | 减仓 |
| CTAS | CINTAS CORP | $31.11万 | 0.09% | 1,839 | 273 | 17.4% | $4.62万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $30.99万 | 0.09% | 2,328 | -330 | -12.4% | -$4.39万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $30.96万 | 0.09% | 1,481 | -113 | -7.1% | -$2.36万 | 减仓 |
| IEMG | ISHARES INC | $30.78万 | 0.09% | 4,413 | -946 | -17.7% | -$6.60万 | 减仓 |
| ES | EVERSOURCE ENERGY | $30.45万 | 0.09% | 4,395 | 44 | 1.0% | $3,048 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $29.99万 | 0.09% | 1,197 | 1,197 | — | $29.99万 | 新建仓 |
| AMGN | AMGEN INC | $29.84万 | 0.09% | 848 | 12 | 1.4% | $4,223 | 加仓 |
| ANET | ARISTA NETWORKS INC | $29.77万 | 0.09% | 2,425 | -405 | -14.3% | -$4.97万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $29.54万 | 0.09% | 6,274 | 6,274 | — | $29.54万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $29.49万 | 0.09% | 3,460 | 6 | 0.2% | $511 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $29.46万 | 0.09% | 6,132 | 6,132 | — | $29.46万 | 新建仓 |
| AME | AMETEK INC | $29.37万 | 0.09% | 1,370 | 7 | 0.5% | $1,501 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $29.21万 | 0.09% | 1,822 | 323 | 21.5% | $5.18万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $29.02万 | 0.09% | 2,180 | -203 | -8.5% | -$2.70万 | 减仓 |
| MCK | MCKESSON CORP | $28.99万 | 0.09% | 335 | 3 | 0.9% | $2,596 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $28.79万 | 0.09% | 3,128 | -699 | -18.3% | -$6.43万 | 减仓 |
| CPRT | COPART INC | $28.64万 | 0.09% | 8,626 | 939 | 12.2% | $3.12万 | 加仓 |
| RDNT | RADNET INC | $28.50万 | 0.09% | 5,099 | 10 | 0.2% | $559 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $28.50万 | 0.09% | 3,971 | -112 | -2.7% | -$8,037 | 减仓 |
| MPC | MARATHON PETE CORP | $28.08万 | 0.08% | 1,150 | 13 | 1.1% | $3,174 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.96万 | 0.08% | 4,610 | 247 | 5.7% | $1.50万 | 加仓 |
| BA | BOEING CO | $27.51万 | 0.08% | 1,382 | 13 | 0.9% | $2,587 | 加仓 |
| IAU | ISHARES GOLD TR | $27.31万 | 0.08% | 3,098 | -589 | -16.0% | -$5.19万 | 减仓 |
| GLW | CORNING INC | $27.07万 | 0.08% | 1,991 | -774 | -28.0% | -$10.52万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $27.05万 | 0.08% | 3,761 | -889 | -19.1% | -$6.39万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $27.05万 | 0.08% | 1,280 | 24 | 1.9% | $5,071 | 加仓 |
| MSCI | MSCI INC | $26.90万 | 0.08% | 499 | 111 | 28.6% | $5.98万 | 加仓 |
| KLAC | KLA CORP | $26.80万 | 0.08% | 182 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $26.63万 | 0.08% | 1,833 | -4 | -0.2% | -$581 | 减仓 |
| DIS | DISNEY WALT CO | $26.52万 | 0.08% | 2,752 | -236 | -7.9% | -$2.27万 | 减仓 |
| ETR | ENTERGY CORP NEW | $26.25万 | 0.08% | 2,336 | 28 | 1.2% | $3,146 | 加仓 |
| IUSB | ISHARES TR | $26.06万 | 0.08% | 5,642 | 107 | 1.9% | $4,942 | 加仓 |
| SPGI | S&P GLOBAL INC | $25.96万 | 0.08% | 610 | -58 | -8.7% | -$2.47万 | 减仓 |
| EXPO | EXPONENT INC | $25.38万 | 0.08% | 3,889 | -495 | -11.3% | -$3.23万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $24.71万 | 0.07% | 861 | -4 | -0.5% | -$1,148 | 减仓 |
| EMR | EMERSON ELEC CO | $24.63万 | 0.07% | 1,880 | -20 | -1.1% | -$2,620 | 减仓 |
| SHEL | SHELL PLC | $24.61万 | 0.07% | 2,646 | 2,646 | — | $24.61万 | 新建仓 |
| IVW | ISHARES TR | $24.02万 | 0.07% | 2,124 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $23.94万 | 0.07% | 436 | 436 | — | $23.94万 | 新建仓 |
| SLB | SLB LIMITED | $23.77万 | 0.07% | 4,625 | 4,625 | — | $23.77万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $23.73万 | 0.07% | 1,703 | 37 | 2.2% | $5,157 | 加仓 |
| SAN | BANCO SANTANDER SA | $23.42万 | 0.07% | 20,759 | -1,636 | -7.3% | -$1.85万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $23.29万 | 0.07% | 5,141 | -72 | -1.4% | -$3,262 | 减仓 |
| WM | WASTE MGMT INC DEL | $23.09万 | 0.07% | 1,005 | 4 | 0.4% | $919 | 加仓 |
| COR | CENCORA INC | $23.06万 | 0.07% | 734 | 23 | 3.2% | $7,225 | 加仓 |
| C | CITIGROUP INC | $23.03万 | 0.07% | 2,031 | 18 | 0.9% | $2,041 | 加仓 |
| BRO | BROWN & BROWN INC | $22.31万 | 0.07% | 3,421 | 645 | 23.2% | $4.21万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $22.01万 | 0.07% | 825 | 24 | 3.0% | $6,403 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $21.94万 | 0.07% | 1,123 | -205 | -15.4% | -$4.01万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $21.89万 | 0.07% | 52 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $21.77万 | 0.07% | 449 | 129 | 40.3% | $6.26万 | 重新持有 |
| SBUX | STARBUCKS CORP | $21.21万 | 0.06% | 2,367 | -88 | -3.6% | -$7,884 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $20.89万 | 0.06% | 2,457 | 418 | 20.5% | $3.55万 | 加仓 |
| NEU | NEWMARKET CORP | $20.83万 | 0.06% | 325 | -52 | -13.8% | -$3.33万 | 减仓 |
| IWR | ISHARES TR | $20.81万 | 0.06% | 2,140 | -3,320 | -60.8% | -$32.28万 | 减仓 |
| CRM | SALESFORCE INC | $20.63万 | 0.06% | 1,105 | -236 | -17.6% | -$4.41万 | 减仓 |
| QQQ | INVESCO QQQ TR | $20.20万 | 0.06% | 350 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $20.16万 | 0.06% | 2,538 | 29 | 1.2% | $2,304 | 重新持有 |
| TTE | TOTALENERGIES SE | $20.11万 | 0.06% | 2,210 | 2,210 | — | $20.11万 | 新建仓 |
| VSTS | VESTIS CORPORATION | $10.38万 | 0.03% | 13,211 | 13,211 | — | $10.38万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $10.16万 | 0.03% | 20,204 | 3,965 | 24.4% | $1.99万 | 加仓 |
| ABEV | AMBEV SA | $3.14万 | 0.01% | 10,755 | 10,755 | — | $3.14万 | 新建仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,580 | -100.0% | -$33.04万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,762 | -100.0% | -$32.40万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,298 | -100.0% | -$31.45万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -463 | -100.0% | -$30.67万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -4,914 | -100.0% | -$25.44万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,028 | -100.0% | -$24.97万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,589 | -100.0% | -$24.65万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -405 | -100.0% | -$22.75万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -536 | -100.0% | -$22.50万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -1,978 | -100.0% | -$21.66万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -528 | -100.0% | -$21.19万 | 清仓 |