UNIQUE WEALTH, LLC
TAMPA FL · SEC CIK 0001957124
$8.58亿2026Q2 申报市值
201持仓数
44.2%前十大占比 · 第一大 13.2%
28 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IWB 加仓+$1,264.76万
JAVA 加仓+$568.04万
BBUS 加仓+$540.04万
JIRE 加仓+$377.38万
VTI 加仓+$358.08万
2026Q2 卖出最多 按季末市值估算
BAI 减仓-$924.41万
PWRD 减仓-$449.95万
SCHG 减仓-$359.38万
ACWI 减仓-$311.68万
SPY 减仓-$186.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,918.58万 | 2.24% | 25,692 | -2,500 | -8.9% | -$186.69万 | 减仓 |
| IWR | ISHARES TR | $1,930.18万 | 2.25% | 174,962 | 757 | 0.4% | $8.35万 | 加仓 |
| EMOP | AB ACTIVE ETFS INC | $2,237.86万 | 2.61% | 428,462 | 64,336 | 17.7% | $336.03万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2,419.15万 | 2.82% | 458,867 | -175,344 | -27.6% | -$924.41万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $2,480.75万 | 2.89% | 399,413 | 1,557 | 0.4% | $9.67万 | 加仓 |
| MUB | ISHARES TR | $2,504.13万 | 2.92% | 232,682 | -1,931 | -0.8% | -$20.78万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,797.89万 | 3.26% | 826,801 | -106,201 | -11.4% | -$359.38万 | 减仓 |
| AGG | ISHARES TR | $3,273.70万 | 3.82% | 330,744 | -4,791 | -1.4% | -$47.42万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,426.56万 | 3.99% | 503,832 | 33,380 | 7.1% | $227.02万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,736.95万 | 4.35% | 470,589 | 71,532 | 17.9% | $568.04万 | 加仓 |
| EFA | ISHARES TR | $3,749.29万 | 4.37% | 360,925 | 2,616 | 0.7% | $27.17万 | 加仓 |
| IVV | ISHARES TR | $1.13亿 | 13.22% | 151,429 | -845 | -0.6% | -$63.28万 | 减仓 |