小隐寺数据中心API 小隐寺主站

Impact Investors, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Impact Investors, Inc

报告期 2026-03-31 · CIK 0001824539

持仓数

106

前50大市值合计

$129.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPTL SPDR SERIES TRUST

STATE STREET SPD

$13.6M

517,490

10.5%

ESGD ISHARES TR

ESG AW MSCI EAFE

$11.3M

118,110

8.7%

IAU ISHARES GOLD TR

ISHARES NEW

$11.1M

126,267

8.6%

NULG NUSHARES ETF TR

NUVEEN ESG LRGCP

$9.0M

99,393

7.0%

BGRN ISHARES TR

USD GRN BOND ETF

$8.1M

169,667

6.2%

SUSB ISHARES TR

ESG AWRE 1 5 YR

$6.1M

242,372

4.7%

UBND VICTORY PORTFOLIOS II

CORE PLUS BD ETF

$5.6M

258,046

4.3%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$5.0M

84,359

3.9%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$4.5M

76,389

3.5%

BCD ABRDN ETFS

BBRG ALL COMMDY

$3.7M

102,818

2.8%

DSI ISHARES TR

ESG MSCI KLD 400

$3.4M

28,375

2.7%

MID AMERICAN CENTY ETF TR

MID CAP GRW IMP

$3.0M

49,477

2.3%

ANET ARISTA NETWORKS INC

COM SHS

$2.9M

23,465

2.2%

NVDA NVIDIA CORPORATION

COM

$2.8M

16,175

2.2%

PWR QUANTA SVCS INC

COM

$2.7M

4,975

2.1%

AAPL APPLE INC

COM

$2.7M

10,629

2.1%

HYXF ISHARES TR

ESG ADVNCD HY BD

$2.5M

54,651

2.0%

ESGE ISHARES INC

ESG AWR MSCI EM

$2.4M

52,697

1.9%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$2.2M

6,399

1.7%

JMUB J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF

$1.6M

31,405

1.2%

MSFT MICROSOFT CORP

COM

$1.5M

4,181

1.2%

V VISA INC

COM CL A

$1.4M

4,608

1.1%

AVGO BROADCOM INC

COM

$1.3M

4,039

1.0%

GOOGL ALPHABET INC

CAP STK CL A

$1.2M

4,314

1.0%

AMZN AMAZON COM INC

COM

$1.2M

5,699

0.9%

YUM YUM BRANDS INC

COM

$1.2M

7,500

0.9%

CMF ISHARES TR

CALIF MUN BD ETF

$1.1M

20,065

0.9%

WSM WILLIAMS SONOMA INC

COM

$1.1M

6,145

0.9%

MA MASTERCARD INCORPORATED

CL A

$1.1M

2,214

0.9%

PWZ INVESCO EXCH TRADED FD TR II

CALIF AMT MUN

$1.1M

45,400

0.8%

— ASML HLDG NV

N Y REGISTRY SHS

$952.8K

721

0.7%

XLRE SELECT SECTOR SPDR TR

STATE STREET REA

$947.3K

23,202

0.7%

IMAX IMAX CORP

COM

$937.1K

24,653

0.7%

AGZ ISHARES TR

AGENCY BOND ETF

$901.5K

8,217

0.7%

AMAT APPLIED MATLS INC

COM

$901.0K

2,636

0.7%

WM WASTE MGMT INC DEL

COM

$777.2K

3,382

0.6%

HIMS HIMS & HERS HEALTH INC

COM CL A

$753.4K

36,290

0.6%

ETHO AMPLIFY ETF TR

AMPLIFY ETHO CLI

$689.3K

10,432

0.5%

GS GOLDMAN SACHS GROUP INC

COM

$654.8K

774

0.5%

— PENTAIR PLC

SHS

$557.5K

6,400

0.4%

EA ELECTRONIC ARTS INC

COM

$556.0K

2,727

0.4%

AZO AUTOZONE INC

COM

$544.6K

161

0.4%

MUB ISHARES TR

NATIONAL MUN ETF

$528.4K

4,978

0.4%

NWG NATWEST GROUP PLC

SPONS ADR

$493.9K

33,146

0.4%

KLAC KLA CORP

COM NEW

$484.9K

329

0.4%

GOOG ALPHABET INC

CAP STK CL C

$482.9K

1,683

0.4%

ISRG INTUITIVE SURGICAL INC

COM NEW

$459.2K

996

0.4%

NOW SERVICENOW INC

COM

$455.3K

4,354

0.4%

AMP AMERIPRISE FINL INC

COM

$449.3K

1,011

0.3%

BMY BRISTOL-MYERS SQUIBB CO

COM

$448.0K

7,386

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

46%前 6 大占比

SPTL10.5%ESGD8.7%IAU8.6%NULG7.0%BGRN6.2%SUSB4.7%