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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,559.89万 | 4.72% | 61,464 | 9,398 | 18.1% | $238.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,462.10万 | 4.42% | 83,836 | 814 | 1.0% | $14.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,369.73万 | 4.14% | 37,003 | -3,797 | -9.3% | -$140.55万 | 减仓 |
| DDWM | WISDOMTREE TR | $1,017.92万 | 3.08% | 230,768 | 30,605 | 15.3% | $135.00万 | 加仓 |
| AVGO | BROADCOM INC | $1,003.38万 | 3.04% | 32,418 | -4,529 | -12.3% | -$140.18万 | 减仓 |
| GOOGL | ALPHABET INC | $768.71万 | 2.33% | 26,732 | 9,518 | 55.3% | $273.70万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $680.29万 | 2.06% | 47,099 | 536 | 1.2% | $7.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $614.93万 | 1.86% | 25,157 | -310 | -1.2% | -$7.58万 | 减仓 |
| FLOT | ISHARES TR | $591.62万 | 1.79% | 116,117 | 1,857 | 1.6% | $9.46万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $585.62万 | 1.77% | 19,908 | -429 | -2.1% | -$12.62万 | 减仓 |
| AMZN | AMAZON COM INC | $546.23万 | 1.65% | 26,227 | -91 | -0.3% | -$1.90万 | 减仓 |
| AGG | ISHARES TR | $545.46万 | 1.65% | 54,947 | 6,082 | 12.4% | $60.38万 | 加仓 |
| IMTM | ISHARES TR | $500.94万 | 1.52% | 104,318 | 14,908 | 16.7% | $71.59万 | 加仓 |
| ABBV | ABBVIE INC | $484.14万 | 1.46% | 22,260 | -4,719 | -17.5% | -$102.64万 | 减仓 |
| KO | COCA COLA CO | $436.45万 | 1.32% | 57,390 | -1,354 | -2.3% | -$10.30万 | 减仓 |
| ORCL | ORACLE CORP | $424.22万 | 1.28% | 28,837 | -658 | -2.2% | -$9.68万 | 减仓 |
| ADI | ANALOG DEVICES INC | $416.74万 | 1.26% | 13,099 | -309 | -2.3% | -$9.83万 | 减仓 |
| — | EXXON MOBIL CORP | $410.50万 | 1.24% | 24,195 | -542 | -2.2% | -$9.20万 | 减仓 |
| META | META PLATFORMS INC | $387.33万 | 1.17% | 6,770 | 1,538 | 29.4% | $87.99万 | 加仓 |
| GOOG | ALPHABET INC | $365.15万 | 1.10% | 12,729 | 76 | 0.6% | $2.18万 | 加仓 |
| V | VISA INC | $336.49万 | 1.02% | 11,133 | 2,122 | 23.5% | $64.14万 | 加仓 |
| HD | HOME DEPOT INC | $335.06万 | 1.01% | 10,187 | -129 | -1.3% | -$4.24万 | 减仓 |
| MCD | MCDONALDS CORP | $315.73万 | 0.96% | 10,159 | -136 | -1.3% | -$4.23万 | 减仓 |
| CVX | CHEVRON CORPORATION | $309.17万 | 0.94% | 14,943 | -419 | -2.7% | -$8.67万 | 减仓 |
| IQDG | WISDOMTREE TR | $296.43万 | 0.90% | 73,850 | 10,699 | 16.9% | $42.95万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $294.61万 | 0.89% | 87,839 | 10,802 | 14.0% | $36.23万 | 加仓 |
| LIN | LINDE PLC | $288.79万 | 0.87% | 5,825 | 301 | 5.4% | $14.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $264.52万 | 0.80% | 5,520 | -34 | -0.6% | -$1.63万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $263.58万 | 0.80% | 4,053 | 74 | 1.9% | $4.81万 | 加仓 |
| BLK | BLACKROCK INC | $255.44万 | 0.77% | 2,656 | -53 | -2.0% | -$5.10万 | 减仓 |
| IVV | ISHARES TR | $252.73万 | 0.76% | 3,869 | -93 | -2.3% | -$6.07万 | 减仓 |
| IBEX | IBEX LTD | $242.16万 | 0.73% | 90,291 | -18,200 | -16.8% | -$48.81万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $239.34万 | 0.72% | 23,311 | -749 | -3.1% | -$7.69万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $232.23万 | 0.70% | 43,415 | -16,337 | -27.3% | -$87.39万 | 减仓 |
| — | HONEYWELL INTL INC | $231.44万 | 0.70% | 10,239 | 371 | 3.8% | $8.39万 | 加仓 |
| TSLA | TESLA INC | $220.19万 | 0.67% | 5,923 | 4 | 0.1% | $1,487 | 加仓 |
| UNP | UNION PAC CORP | $218.63万 | 0.66% | 9,011 | -195 | -2.1% | -$4.73万 | 减仓 |
| PLD | PROLOGIS INC. | $207.54万 | 0.63% | 15,701 | -363 | -2.3% | -$4.80万 | 减仓 |
| CSX | CSX CORP | $205.80万 | 0.62% | 50,134 | 66 | 0.1% | $2,709 | 加仓 |
| LLY | ELI LILLY & CO | $204.47万 | 0.62% | 2,223 | 513 | 30.0% | $47.18万 | 加仓 |
| DLS | WISDOMTREE TR | $196.23万 | 0.59% | 24,077 | 2,781 | 13.1% | $22.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $186.47万 | 0.56% | 5,812 | 237 | 4.3% | $7.60万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $183.00万 | 0.55% | 5,415 | -377 | -6.5% | -$12.74万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $179.50万 | 0.54% | 39,729 | 4,903 | 14.1% | $22.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $178.35万 | 0.54% | 6,591 | -238 | -3.5% | -$6.44万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $177.98万 | 0.54% | 8,126 | -139 | -1.7% | -$3.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $177.47万 | 0.54% | 1,781 | 28 | 1.6% | $2.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $173.96万 | 0.53% | 8,089 | -215 | -2.6% | -$4.62万 | 减仓 |
| CB | CHUBB LTD SWITZ | $172.22万 | 0.52% | 5,284 | -216 | -3.9% | -$7.04万 | 减仓 |
| TJX | TJX COS INC NEW | $171.82万 | 0.52% | 10,759 | 49 | 0.5% | $7,825 | 加仓 |
| WMT | WALMART INC | $167.77万 | 0.51% | 13,499 | 876 | 6.9% | $10.89万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $166.94万 | 0.50% | 8,216 | -174 | -2.1% | -$3.54万 | 减仓 |
| PSX | PHILLIPS 66 | $165.72万 | 0.50% | 9,097 | -100 | -1.1% | -$1.82万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $156.07万 | 0.47% | 2,612 | 1,410 | 117.3% | $84.25万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $153.86万 | 0.47% | 8,870 | -20 | -0.2% | -$3,469 | 减仓 |
| PEP | PEPSICO INC | $142.04万 | 0.43% | 9,147 | -93 | -1.0% | -$1.44万 | 减仓 |
| MRK | MERCK & CO INC | $139.26万 | 0.42% | 11,577 | 40 | 0.3% | $4,812 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $136.70万 | 0.41% | 8,268 | -9,364 | -53.1% | -$154.82万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $134.70万 | 0.41% | 14,503 | 60 | 0.4% | $5,573 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $131.77万 | 0.40% | 3,162 | -46 | -1.4% | -$1.92万 | 减仓 |
| CAT | CATERPILLAR INC | $129.79万 | 0.39% | 1,832 | 8 | 0.4% | $5,668 | 加仓 |
| VO | VANGUARD INDEX FDS | $123.47万 | 0.37% | 4,299 | -345 | -7.4% | -$9.91万 | 减仓 |
| EME | EMCOR GROUP INC | $121.38万 | 0.37% | 1,644 | -37 | -2.2% | -$2.73万 | 减仓 |
| DTE | DTE ENERGY CO | $118.13万 | 0.36% | 8,079 | -7 | -0.1% | -$1,024 | 减仓 |
| MA | MASTERCARD INCORPORATED | $117.77万 | 0.36% | 2,357 | 50 | 2.2% | $2.50万 | 加仓 |
| USFR | WISDOMTREE TR | $116.65万 | 0.35% | 23,172 | 65 | 0.3% | $3,272 | 加仓 |
| SSD | SIMPSON MFG INC | $110.28万 | 0.33% | 6,426 | -168 | -2.5% | -$2.88万 | 减仓 |
| RBC | RBC BEARINGS INC | $109.87万 | 0.33% | 2,023 | 349 | 20.8% | $18.95万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $109.56万 | 0.33% | 3,774 | 46 | 1.2% | $1.34万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $107.85万 | 0.33% | 8,228 | -177 | -2.1% | -$2.32万 | 减仓 |
| NFLX | NETFLIX INC. | $106.66万 | 0.32% | 11,093 | 421 | 3.9% | $4.05万 | 加仓 |
| TTC | TORO CO | $103.27万 | 0.31% | 11,052 | 2,765 | 33.4% | $25.84万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $102.98万 | 0.31% | 6,516 | -495 | -7.1% | -$7.82万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $101.23万 | 0.31% | 13,747 | 418 | 3.1% | $3.08万 | 加仓 |
| PRI | PRIMERICA INC | $99.59万 | 0.30% | 3,976 | 149 | 3.9% | $3.73万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $96.94万 | 0.29% | 10,370 | -340 | -3.2% | -$3.18万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $96.59万 | 0.29% | 2,163 | -63 | -2.8% | -$2.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $96.57万 | 0.29% | 4,922 | -153 | -3.0% | -$3.00万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $94.69万 | 0.29% | 14,118 | -1,632 | -10.4% | -$10.95万 | 减仓 |
| EEM | ISHARES TR | $92.01万 | 0.28% | 16,201 | 10,992 | 211.0% | $62.42万 | 加仓 |
| EOG | EOG RES INC | $91.40万 | 0.28% | 6,322 | -23 | -0.4% | -$3,325 | 减仓 |
| EFA | ISHARES TR | $88.91万 | 0.27% | 9,154 | -3,268 | -26.3% | -$31.74万 | 减仓 |
| FCN | FTI CONSULTING INC | $86.12万 | 0.26% | 4,872 | -339 | -6.5% | -$5.99万 | 减仓 |
| GE | GE AEROSPACE | $82.09万 | 0.25% | 2,893 | 62 | 2.2% | $1.76万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $81.68万 | 0.25% | 1,350 | -123 | -8.4% | -$7.44万 | 减仓 |
| AMAT | APPLIED MATLS INC | $80.12万 | 0.24% | 2,344 | 372 | 18.9% | $12.71万 | 加仓 |
| POOL | POOL CORP | $77.92万 | 0.24% | 3,851 | 2,375 | 160.9% | $48.05万 | 加仓 |
| WRB | BERKLEY W R CORP | $77.32万 | 0.23% | 11,666 | -1,367 | -10.5% | -$9.06万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $76.87万 | 0.23% | 1,969 | 9 | 0.5% | $3,514 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $74.57万 | 0.23% | 2,865 | 17 | 0.6% | $4,425 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $72.83万 | 0.22% | 7,549 | 2,810 | 59.3% | $27.11万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $71.96万 | 0.22% | 28,067 | 82 | 0.3% | $2,102 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.22% | 1 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $71.06万 | 0.21% | 840 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $70.41万 | 0.21% | 1,612 | 382 | 31.1% | $16.69万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $70.07万 | 0.21% | 4,371 | 46 | 1.1% | $7,374 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $67.85万 | 0.21% | 2,559 | -68 | -2.6% | -$1.80万 | 减仓 |
| ROST | ROSS STORES INC | $67.24万 | 0.20% | 3,104 | 119 | 4.0% | $2.58万 | 加仓 |
| ASML | ASML HLDG NV | $67.23万 | 0.20% | 509 | 49 | 10.7% | $6.47万 | 加仓 |
| IEFA | ISHARES TR | $67.13万 | 0.20% | 7,415 | -2,143 | -22.4% | -$19.40万 | 减仓 |