Impact Partnership Wealth, LLC
- SEC CIK
- 0001984555
- 最新申報
- 2026/7/29
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/17 申報。只含多頭部位。
- 持股檔數
- 920
- 2023 年第 1 季沒有申報
- 總值
- $2.88 億
- 2023 年第 1 季沒有申報
Impact Partnership Wealth, LLC 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 195,493 | $5,532 萬 | 19.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 374,794 | $5,326 萬 | 18.5% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 400,155 | $3,674 萬 | 12.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 46,795 | $930.7 萬 | 3.2% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 84,810 | $853.4 萬 | 3.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 29,960 | $659.6 萬 | 2.3% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 67,950 | $656.4 萬 | 2.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 117,891 | $544.4 萬 | 1.9% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 34,430 | $396.8 萬 | 1.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,216 | $319.9 萬 | 1.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,624 | $281.6 萬 | 1.0% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 25,930 | $266.9 萬 | 0.9% | – | – | – |
| ProShares Bitcoin ETF74347G440 | ETF | 146,179 | $248.2 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 9,244 | $179.3 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 23,798 | $178.7 萬 | 0.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 16,925 | $157.9 萬 | 0.5% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 30,086 | $155.1 萬 | 0.5% | – | – | – |
| GLDSPDR Gold Trust | ETF | 7,589 | $135.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 16,159 | $135.0 萬 | 0.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 29,406 | $109.4 萬 | 0.4% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 10,111 | $108.8 萬 | 0.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 9,969 | $107.8 萬 | 0.4% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 8,999 | $103.8 萬 | 0.4% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 30,816 | $103.3 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,559 | $102.5 萬 | 0.4% | – | – | 歷史 |
| PBFPBF Energy Inc. | CL A | 23,562 | $96.5 萬 | 0.3% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,732 | $96.4 萬 | 0.3% | – | – | – |
| BBYBest Buy Co Inc | Stock | 11,701 | $95.9 萬 | 0.3% | – | – | 歷史 |
| WUWestern Union CO | Stock | 78,926 | $92.6 萬 | 0.3% | – | – | 歷史 |
| IVZInvesco Ltd. | Stock | 54,936 | $92.3 萬 | 0.3% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 7,328 | $92.3 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,681 | $91.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 10,261 | $88.8 萬 | 0.3% | – | – | – |
| MMM3M Co | Stock | 8,794 | $88.0 萬 | 0.3% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 7,624 | $87.2 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 38,572 | $87.0 萬 | 0.3% | – | – | – |
| IPInternational Paper Co | COM | 26,601 | $84.6 萬 | 0.3% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 6,372 | $83.7 萬 | 0.3% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 17,234 | $83.3 萬 | 0.3% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,409 | $77.0 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,396 | $72.8 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,230 | $70.0 萬 | 0.2% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 19,781 | $64.5 萬 | 0.2% | – | – | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 30,987 | $62.0 萬 | 0.2% | – | – | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 9,302 | $61.4 萬 | 0.2% | – | – | 歷史 |
| AVBAvalonbay Communities Inc | COM | 3,216 | $60.9 萬 | 0.2% | – | – | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 76,973 | $59.1 萬 | 0.2% | – | – | 歷史 |
| ARIApollo Commercial Real Estate Finance, Inc. | COM | 51,919 | $58.8 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 12,942 | $58.6 萬 | 0.2% | – | – | 歷史 |
| WHRWhirlpool Corp | Stock | 3,924 | $58.4 萬 | 0.2% | – | – | 歷史 |
| GGBGerdau S.A. | SPON ADR REP PFD | 111,074 | $58.0 萬 | 0.2% | – | – | 歷史 |
| HBANHuntington Bancshares Inc | COM | 53,676 | $57.9 萬 | 0.2% | – | – | 歷史 |
| SPGSimon Property Group Inc. | REIT | 4,994 | $57.7 萬 | 0.2% | – | – | 歷史 |
| XPOXPO, Inc. | COM | 9,708 | $57.3 萬 | 0.2% | – | – | 歷史 |
| BHPBHP Group Ltd | ADR | 9,597 | $57.3 萬 | 0.2% | – | – | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 56,462 | $57.2 萬 | 0.2% | – | – | 歷史 |
| RCReady Capital Corp | COM | 50,689 | $57.2 萬 | 0.2% | – | – | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 20,803 | $56.7 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,759 | $56.2 萬 | 0.2% | – | – | 歷史 |
| RIORio Tinto PLC | ADR | 8,752 | $55.9 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,146 | $55.9 萬 | 0.2% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 55,536 | $55.4 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,625 | $55.4 萬 | 0.2% | – | – | 歷史 |
| OKEONEOK Inc | COM | 8,909 | $55.0 萬 | 0.2% | – | – | 歷史 |
| FEFirstenergy Corp | COM | 14,072 | $54.7 萬 | 0.2% | – | – | 歷史 |
| BENFranklin Templeton Inc | COM | 20,391 | $54.5 萬 | 0.2% | – | – | 歷史 |
| CIGEnergy Co of Minas Gerais | SP ADR N-V PFD | 204,912 | $53.9 萬 | 0.2% | – | – | 歷史 |
| STLAStellantis N.V. | SHS | 30,487 | $53.5 萬 | 0.2% | – | – | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 15,589 | $52.9 萬 | 0.2% | – | – | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 26,170 | $52.6 萬 | 0.2% | – | – | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 37,693 | $50.6 萬 | 0.2% | – | – | 歷史 |
| TPGTPG Inc. | COM CL A | 17,170 | $50.2 萬 | 0.2% | – | – | 歷史 |
| ECEcopetrol S.A. | SPONSORED ADS | 48,863 | $50.1 萬 | 0.2% | – | – | 歷史 |
| HESMHess Midstream LP | CL A SHS | 16,143 | $49.5 萬 | 0.2% | – | – | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 215,849 | $48.8 萬 | 0.2% | – | – | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 20,373 | $47.2 萬 | 0.2% | – | – | 歷史 |
| TRMDTORM plc | SHS CL A | 19,495 | $47.1 萬 | 0.2% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 28,902 | $46.0 萬 | 0.2% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 2,209 | $45.2 萬 | 0.2% | – | – | 歷史 |
| FLNGFlex LNG Ltd. | SHS | 14,760 | $45.1 萬 | 0.2% | – | – | 歷史 |
| GNKGenco Shipping & Trading Ltd | SHS | 31,884 | $44.7 萬 | 0.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,377 | $42.5 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,353 | $42.0 萬 | 0.1% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 5,391 | $41.9 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,056 | $41.7 萬 | 0.1% | – | – | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 8,476 | $41.3 萬 | 0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,827 | $40.9 萬 | 0.1% | – | – | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 12,427 | $40.8 萬 | 0.1% | – | – | 歷史 |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 32,782 | $40.6 萬 | 0.1% | – | – | 歷史 |
| Golden Ocean Group LtdG39637205 | SHS NEW | 53,628 | $40.5 萬 | 0.1% | – | – | – |
| DHIHorton D R Inc | COM | 3,288 | $40.0 萬 | 0.1% | – | – | 歷史 |
| LENLennar Corp | CL A | 3,171 | $39.7 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,215 | $39.7 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,621 | $39.5 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,458 | $39.4 萬 | 0.1% | – | – | – |
| SYFSynchrony Financial | COM | 11,508 | $39.0 萬 | 0.1% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 606 | $39.0 萬 | 0.1% | – | – | 歷史 |
| NUENucor Corp | COM | 2,314 | $37.9 萬 | 0.1% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 3,122 | $37.8 萬 | 0.1% | – | – | 歷史 |
| SNASnap-on Inc | COM | 1,309 | $37.7 萬 | 0.1% | – | – | 歷史 |