13FBOX
Impact Partnership Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Impact Partnership Wealth, LLC

No.2732
最新持仓市值 (Q2 2026)
$10.29亿
环比变动 Q1 2026
+$2.19亿+27.0%
持仓股票数
439
新买入
136
加仓
222
减仓
71
清仓
60
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富系列信托BIL
15.04%2.12%$1.55亿168.8万股$1,712.6万18.7万股+150.1万股+803.26%加仓
I景顺QQQ信托VOO
5.42%8.17%$5,575.4万7.6万股$6,614.0万11.5万股-3.9万股-33.93%减仓
V先锋领航国际股票指数基金VGK
5.06%8.4%$5,208.0万58.8万股$6,804.2万82.5万股-23.7万股-28.74%减仓
S道富SPMD
4.52%4.73%$4,647.8万68.8万股$3,828.5万64.6万股+4.1万股+6.41%加仓
SSSGA ACTIVE TRPRSD
3.63%0.32%$3,734.2万149.1万股$261.3万10.4万股+138.7万股+1,328.00%加仓
V先锋领航指数基金VTV
3.15%3.95%$3,244.4万14.9万股$3,197.9万16.3万股-1.4万股-8.66%减仓
SSPDR道富指数基金SPEM
2.7%4.55%$2,773.8万53.6万股$3,686.1万78.6万股-25.0万股-31.83%减仓
V先锋领航指数基金VUG
2.41%3.79%$2,478.8万28.8万股$3,066.0万7.0万股+21.8万股+309.96%加仓
SSPDR行业精选信托XLY
2.33%0.03%$2,397.3万22.4万股$20.8万1,880股+22.2万股+11,803.14%加仓
SSPDR黄金信托GLD
2.02%2.86%$2,076.7万5.6万股$2,317.1万5.4万股+2,524股+4.69%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
1.87%3.6%$1,924.8万66.4万股$2,915.2万99.9万股-33.6万股-33.59%减仓
S道富SPSM
1.83%3.01%$1,881.0万32.6万股$2,433.8万50.4万股-17.8万股-35.25%减仓
S道富SPTI
1.69%3.07%$1,738.6万61.2万股$2,489.4万86.9万股-25.6万股-29.50%减仓
SSPDR行业精选信托XLF
1.64%0.91%$1,686.5万31.5万股$733.1万14.8万股+16.6万股+111.86%加仓
iShares安硕·MBSACGL
1.5%1.68%$1,538.3万16.3万股$1,362.2万14.3万股+1.9万股+13.45%加仓
F富兰克林邓普顿ETF信托FLJP
1.38%1.47%$1,421.3万35.8万股$1,187.9万32.8万股+2.9万股+8.90%加仓
苹果AAPL
1.36%1.53%$1,400.9万4.8万股$1,241.8万4.9万股-516股-1.05%减仓
SSPDR标普500 ETFSPY
1.08%1.99%$1,114.4万1.5万股$1,607.3万2.5万股-9,791股-39.62%减仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
0.94%1.82%$964.3万32.1万股$1,477.7万49.1万股-17.0万股-34.61%减仓
SSPDR行业精选信托XLK
0.91%0.36%$937.9万4.9万股$289.6万2.2万股+2.7万股+125.94%加仓
IiShares安硕信托SGOV
0.82%1.58%$842.2万8.4万股$1,277.9万12.7万股-4.3万股-34.10%减仓
I景顺·ACTVELY MNGD ETC FDPDBC
0.77%0.99%$791.6万49.9万股$804.0万46.4万股+3.4万股+7.39%加仓
英伟达NVDA
0.68%0.81%$701.2万3.5万股$656.3万3.8万股-2,589股-6.88%减仓
SSPDR道富系列信托SPTL
0.59%1.09%$601.8万22.9万股$880.0万33.5万股-10.5万股-31.43%减仓
S道富SPIB
0.57%1%$587.9万17.6万股$806.4万24.0万股-6.5万股-26.92%减仓
IiShares安硕信托TIP
0.55%1.06%$567.0万5.2万股$855.7万7.8万股-2.6万股-33.17%减仓
S道富SPHY
0.52%0.95%$537.1万22.9万股$770.4万33.0万股-10.1万股-30.65%减仓
谷歌AGOOGL
0.44%0.39%$450.6万1.3万股$316.4万1.1万股+1,605股+14.58%加仓
微软MSFT
0.43%0.49%$438.2万1.2万股$396.2万1.1万股+1,043股+9.74%加仓
特斯拉TSLA
0.4%0.4%$412.3万9,802股$326.3万8,779股+1,023股+11.65%加仓
IiShares安硕信托EMB
0.39%0.75%$403.0万4.2万股$607.6万6.5万股-2.3万股-35.40%减仓
BBONDBLOXX ETF TRUSTPCMM
0.39%0.34%$396.8万8.0万股$274.6万5.6万股+2.4万股+42.42%加仓
亚马逊AMZN
0.38%0.4%$394.1万1.7万股$327.6万1.6万股+807股+5.13%加仓
IiShares安硕·FALLEN ANGELS USD BOND ETFFALN
0.38%0.52%$393.2万14.4万股$419.5万15.7万股-1.3万股-8.05%减仓
博通AVGO
0.35%0.36%$363.0万9,609股$289.5万9,354股+255股+2.73%加仓
IiShares安硕信托IVV
0.35%0.37%$361.0万4,821股$299.3万4,582股+239股+5.22%加仓
SSIMPLIFY EXCHANGE TRADED FUNBUCK
0.3%0.29%$305.5万13.0万股$236.0万10.0万股+3.0万股+29.93%加仓
MMORGAN STANLEY ETF TRUSTEVLN
0.3%0.29%$304.8万6.3万股$233.4万4.8万股+1.4万股+29.70%加仓
J骏利Detroit策略信托JBBB
0.3%0.28%$303.9万6.4万股$230.0万4.9万股+1.5万股+30.06%加仓
V先锋领航指数基金VNQ
0.29%0.5%$301.9万3.1万股$403.0万4.5万股-1.4万股-31.09%减仓
FFLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDHYGV
0.29%0.28%$296.3万7.4万股$222.9万5.6万股+1.8万股+32.27%加仓
礼来LLY
0.29%0.26%$293.3万2,446股$214.0万2,326股+120股+5.16%加仓
EEldridge BBB-B CLO ETFCLOZ
0.28%0.27%$292.4万11.1万股$217.1万8.5万股+2.6万股+30.75%加仓
I景顺交易所交易基金IIBKLN
0.28%0.27%$289.8万14.2万股$220.6万10.8万股+3.4万股+31.63%加仓
F第一信托·UST SENIOR LOAN FUNDFTSL
0.28%0.27%$287.3万6.4万股$216.4万4.8万股+1.6万股+32.96%加仓
美光科技MU
0.28%0.06%$285.9万2,477股$46.3万1,369股+1,108股+80.93%加仓
PROGRESSIVEPGR
0.28%0.23%$283.4万1.3万股$187.5万9,460股+3,515股+37.16%加仓
IiShares安硕信托SHV
0.27%0.36%$278.4万2.5万股$289.3万2.6万股-983股-3.75%减仓
康菲石油COP
0.26%0.35%$271.3万2.6万股$280.9万2.1万股+4,809股+22.60%加仓
IiShares安硕信托SHYG
0.26%0.24%$270.7万6.4万股$197.6万4.7万股+1.7万股+36.71%加仓

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