Unique Wealth Strategies, LLC
BURR RIDGE IL · SEC CIK 0002009809
$2.46亿2026Q1 申报市值
215持仓数
30.8%前十大占比 · 第一大 5.5%
51 / 43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
BIL 新建仓+$458.20万
FBND 加仓+$178.98万
CSHI 新建仓+$111.90万
NOW 重新持有+$85.27万
SONY 新建仓+$84.99万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$114.25万
KMX 清仓-$110.21万
GOOG 减仓-$108.17万
EBAY 减仓-$98.62万
PRF 减仓-$89.64万
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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $45.28万 | 0.18% | 1,378 | 1,378 | — | $45.28万 | 新建仓 |
| TDC | TERADATA CORP DEL | $45.84万 | 0.19% | 17,885 | -2,206 | -11.0% | -$5.65万 | 减仓 |
| LZ | LEGALZOOM COM INC | $46.14万 | 0.19% | 81,379 | 81,379 | — | $46.14万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $46.26万 | 0.19% | 18,572 | 1,624 | 9.6% | $4.05万 | 加仓 |
| VICR | VICOR CORP | $46.88万 | 0.19% | 2,912 | 2,912 | — | $46.88万 | 新建仓 |
| WT | WISDOMTREE INC | $47.74万 | 0.19% | 32,788 | 32,788 | — | $47.74万 | 新建仓 |
| TRU | TRANSUNION | $47.97万 | 0.19% | 6,933 | -2,225 | -24.3% | -$15.39万 | 减仓 |
| GLD | SPDR GOLD TR | $47.98万 | 0.19% | 1,115 | 38 | 3.5% | $1.64万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $48.17万 | 0.20% | 11,318 | 447 | 4.1% | $1.90万 | 加仓 |
| CSL | CARLISLE COS INC | $48.27万 | 0.20% | 1,447 | 1,447 | — | $48.27万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $48.44万 | 0.20% | 1,827 | -408 | -18.3% | -$10.82万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $49.91万 | 0.20% | 3,072 | 3,072 | — | $49.91万 | 新建仓 |
| JD | JD.COM INC | $49.94万 | 0.20% | 16,888 | -38 | -0.2% | -$1,124 | 减仓 |
| SEZL | SEZZLE INC | $49.99万 | 0.20% | 7,899 | 7,899 | — | $49.99万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $50.13万 | 0.20% | 3,127 | -89 | -2.8% | -$1.43万 | 减仓 |
| TPR | TAPESTRY INC | $50.20万 | 0.20% | 3,558 | -1,825 | -33.9% | -$25.75万 | 减仓 |
| YETI | YETI HLDGS INC | $51.74万 | 0.21% | 14,141 | 708 | 5.3% | $2.59万 | 加仓 |
| YOU | CLEAR SECURE INC | $51.80万 | 0.21% | 10,700 | -7,178 | -40.1% | -$34.75万 | 减仓 |
| DHI | D R HORTON INC | $51.88万 | 0.21% | 3,781 | 3,781 | — | $51.88万 | 新建仓 |
| IUSV | ISHARES TR | $52.21万 | 0.21% | 5,106 | 193 | 3.9% | $1.97万 | 加仓 |
| IDXX | IDEXX LABS INC | $52.43万 | 0.21% | 933 | -36 | -3.7% | -$2.02万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $52.45万 | 0.21% | 3,335 | 3,335 | — | $52.45万 | 新建仓 |
| EZPW | EZCORP INC | $52.51万 | 0.21% | 20,690 | 20,690 | — | $52.51万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.84万 | 0.21% | 3,612 | -63 | -1.7% | -$9,216 | 减仓 |
| RL | RALPH LAUREN CORP | $53.19万 | 0.22% | 1,546 | -231 | -13.0% | -$7.95万 | 减仓 |
| SAP | SAP SE | $53.25万 | 0.22% | 3,110 | 3,110 | — | $53.25万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $53.37万 | 0.22% | 1,921 | 153 | 8.7% | $4.25万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $53.74万 | 0.22% | 5,927 | -910 | -13.3% | -$8.25万 | 减仓 |
| F | FORD MTR CO | $54.71万 | 0.22% | 47,408 | 47,408 | — | $54.71万 | 新建仓 |
| LQDT | LIQUIDITY SVCS INC | $54.85万 | 0.22% | 17,942 | 17,942 | — | $54.85万 | 新建仓 |
| MSCI | MSCI INC | $55.03万 | 0.22% | 1,021 | 1,021 | — | $55.03万 | 新建仓 |
| TER | TERADYNE INC | $55.03万 | 0.22% | 1,856 | 1,856 | — | $55.03万 | 新建仓 |
| CARG | CARGURUS INC | $55.12万 | 0.22% | 16,188 | -469 | -2.8% | -$1.60万 | 减仓 |
| GM | GENERAL MTRS CO | $55.37万 | 0.22% | 7,432 | 7,432 | — | $55.37万 | 新建仓 |
| KLAC | KLA CORP | $55.68万 | 0.23% | 378 | -99 | -20.8% | -$14.58万 | 减仓 |
| APP | APPLOVIN CORP | $55.98万 | 0.23% | 1,407 | 428 | 43.7% | $17.03万 | 加仓 |
| RMD | RESMED INC | $56.38万 | 0.23% | 2,512 | 69 | 2.8% | $1.55万 | 加仓 |
| FIX | COMFORT SYS USA INC | $56.47万 | 0.23% | 409 | 409 | — | $56.47万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $56.72万 | 0.23% | 7,531 | 242 | 3.3% | $1.82万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $56.72万 | 0.23% | 3,781 | 723 | 23.6% | $10.85万 | 加仓 |
| FTI | TECHNIPFMC PLC | $57.02万 | 0.23% | 8,248 | 8,248 | — | $57.02万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $57.07万 | 0.23% | 944 | 944 | — | $57.07万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $57.12万 | 0.23% | 6,039 | 6,039 | — | $57.12万 | 新建仓 |
| CCL | CARNIVAL CORP | $57.23万 | 0.23% | 22,115 | -1,866 | -7.8% | -$4.83万 | 减仓 |
| CART | MAPLEBEAR INC | $57.59万 | 0.23% | 15,373 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $57.60万 | 0.23% | 15,055 | 3,012 | 25.0% | $11.52万 | 加仓 |
| MCO | MOODYS CORP | $57.90万 | 0.23% | 1,327 | 67 | 5.3% | $2.92万 | 加仓 |
| TDW | TIDEWATER INC NEW | $57.94万 | 0.24% | 6,934 | 6,934 | — | $57.94万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $58.07万 | 0.24% | 1,682 | -437 | -20.6% | -$15.09万 | 减仓 |
| AON | AON PLC | $58.24万 | 0.24% | 1,804 | 1,804 | — | $58.24万 | 新建仓 |
| FTNT | FORTINET INC | $58.28万 | 0.24% | 7,131 | -273 | -3.7% | -$2.23万 | 减仓 |
| INDY | ISHARES TR | $58.63万 | 0.24% | 13,881 | 828 | 6.3% | $3.50万 | 加仓 |
| ABBV | ABBVIE INC | $58.93万 | 0.24% | 2,710 | -52 | -1.9% | -$1.13万 | 减仓 |
| — | ELECTRONIC ARTS INC | $59.13万 | 0.24% | 2,900 | -129 | -4.3% | -$2.63万 | 减仓 |
| PEP | PEPSICO INC | $60.56万 | 0.25% | 3,900 | 106 | 2.8% | $1.65万 | 加仓 |
| NEM | NEWMONT CORP | $60.67万 | 0.25% | 5,605 | -1,993 | -26.2% | -$21.57万 | 减仓 |
| ILMN | ILLUMINA INC | $60.80万 | 0.25% | 4,932 | 67 | 1.4% | $8,259 | 加仓 |
| ROST | ROSS STORES INC | $61.12万 | 0.25% | 2,821 | 2,821 | — | $61.12万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $61.33万 | 0.25% | 1,854 | 1,854 | — | $61.33万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $61.43万 | 0.25% | 3,367 | 476 | 16.5% | $8.68万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $61.53万 | 0.25% | 8,554 | 4,560 | 114.2% | $32.80万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $61.55万 | 0.25% | 1,571 | 1,571 | — | $61.55万 | 新建仓 |
| EMXC | ISHARES INC | $61.68万 | 0.25% | 7,841 | 1,002 | 14.7% | $7.88万 | 加仓 |
| POWL | POWELL INDS INC | $61.71万 | 0.25% | 1,140 | 1,140 | — | $61.71万 | 新建仓 |
| EBAY | EBAY INC. | $62.03万 | 0.25% | 6,815 | -10,835 | -61.4% | -$98.62万 | 减仓 |
| SLB | SLB LIMITED | $62.89万 | 0.26% | 12,238 | 12,238 | — | $62.89万 | 新建仓 |
| CTVA | CORTEVA INC | $64.65万 | 0.26% | 7,723 | -1,097 | -12.4% | -$9.18万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $64.70万 | 0.26% | 4,474 | -1,817 | -28.9% | -$26.28万 | 减仓 |
| ATEN | A10 NETWORKS INC | $65.22万 | 0.26% | 28,208 | 28,208 | — | $65.22万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $65.49万 | 0.27% | 1,384 | 131 | 10.5% | $6.20万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $65.52万 | 0.27% | 1,105 | -141 | -11.3% | -$8.36万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $65.60万 | 0.27% | 10,708 | -432 | -3.9% | -$2.65万 | 减仓 |
| AMRZ | AMRIZE LTD | $66.10万 | 0.27% | 11,800 | 11,800 | — | $66.10万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $66.26万 | 0.27% | 2,179 | -207 | -8.7% | -$6.29万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $66.82万 | 0.27% | 16,576 | 16,576 | — | $66.82万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $67.65万 | 0.27% | 16,770 | 16,770 | — | $67.65万 | 新建仓 |
| CSCO | CISCO SYS INC | $68.35万 | 0.28% | 8,809 | -408 | -4.4% | -$3.17万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $68.45万 | 0.28% | 4,353 | 245 | 6.0% | $3.85万 | 加仓 |
| AMGN | AMGEN INC | $68.64万 | 0.28% | 1,951 | 1,951 | — | $68.64万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $69.24万 | 0.28% | 2,999 | 530 | 21.5% | $12.24万 | 加仓 |
| MO | ALTRIA GROUP INC | $69.56万 | 0.28% | 10,541 | -807 | -7.1% | -$5.33万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $69.75万 | 0.28% | 4,883 | -1,212 | -19.9% | -$17.31万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $69.80万 | 0.28% | 109,400 | -4,000 | -3.5% | -$2.55万 | 减仓 |
| VLO | VALERO ENERGY CORP | $70.01万 | 0.28% | 2,833 | -579 | -17.0% | -$14.31万 | 减仓 |
| CVX | CHEVRON CORPORATION | $70.53万 | 0.29% | 3,409 | -681 | -16.7% | -$14.09万 | 重新持有 |
| COR | CENCORA INC | $71.50万 | 0.29% | 2,276 | 2,276 | — | $71.50万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $71.57万 | 0.29% | 1,100 | -154 | -12.3% | -$10.02万 | 减仓 |
| VEEV | VEEVA SYS INC | $72.36万 | 0.29% | 4,119 | 1,067 | 35.0% | $18.74万 | 加仓 |
| SNY | SANOFI SA | $76.87万 | 0.31% | 15,954 | 646 | 4.2% | $3.11万 | 加仓 |
| EMB | ISHARES TR | $76.96万 | 0.31% | 8,193 | -2,408 | -22.7% | -$22.62万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $76.98万 | 0.31% | 3,603 | -803 | -18.2% | -$17.16万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $78.84万 | 0.32% | 22,290 | 22,290 | — | $78.84万 | 新建仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $80.27万 | 0.33% | 14,698 | 3,241 | 28.3% | $17.70万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $80.35万 | 0.33% | 4,052 | 3,500 | 634.1% | $69.40万 | 加仓 |
| ECL | ECOLAB INC | $81.18万 | 0.33% | 3,052 | -909 | -22.9% | -$24.18万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $84.70万 | 0.34% | 9,812 | -219 | -2.2% | -$1.89万 | 减仓 |
| SONY | SONY GROUP CORP | $84.99万 | 0.34% | 41,060 | 41,060 | — | $84.99万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $85.02万 | 0.34% | 5,180 | -1,844 | -26.3% | -$30.27万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $86.13万 | 0.35% | 27,484 | 92 | 0.3% | $2,883 | 加仓 |
| BF/B | BROWN FORMAN CORP | $87.14万 | 0.35% | 32,957 | 18,152 | 122.6% | $47.99万 | 加仓 |