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 |
|---|---|---|---|---|---|---|---|---|
| MSTR | STRATEGY INC | $20.84万 | 0.08% | 1,670 | -500 | -23.0% | -$6.24万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $20.83万 | 0.08% | 1,000 | 1,000 | — | $20.83万 | 新建仓 |
| ENB | ENBRIDGE INC | $20.61万 | 0.08% | 3,806 | 3,806 | — | $20.61万 | 新建仓 |
| IVZ | INVESCO LTD | $20.28万 | 0.08% | 8,350 | 15 | 0.2% | $364 | 加仓 |
| FSK | FS KKR CAP CORP | $14.21万 | 0.06% | 13,962 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $10.20万 | 0.04% | 20,271 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $9.58万 | 0.04% | 200 | 200 | — | $9.58万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $6.76万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看涨期权 | $3.70万 | 0.02% | 100 | -900 | -90.0% | -$33.32万 | 减仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $2.82万 | 0.01% | 35,578 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION 看涨期权 | $2.07万 | 0.01% | 100 | 100 | — | $2.07万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND 看涨期权 | $1.98万 | 0.01% | 100 | -100 | -50.0% | -$1.98万 | 减仓 |
| — | RANI THERAPEUTICS HLDGS INC | $1.81万 | 0.01% | 24,600 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP 看涨期权 | $1.47万 | 0.01% | 100 | 100 | — | $1.47万 | 新建仓 |
| SBUX | STARBUCKS CORP 看涨期权 | $8,959 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -28,523 | -100.0% | -$110.21万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -13,220 | -100.0% | -$88.97万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -42,678 | -100.0% | -$88.56万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -15,298 | -100.0% | -$84.14万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -21,638 | -100.0% | -$80.06万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -8,573 | -100.0% | -$73.96万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -7,488 | -100.0% | -$73.96万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -3,231 | -100.0% | -$70.13万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$66.01万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -4,087 | -100.0% | -$64.51万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -3,938 | -100.0% | -$63.86万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -7,443 | -100.0% | -$63.67万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -7,739 | -100.0% | -$62.71万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -2,684 | -100.0% | -$61.69万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -12,045 | -100.0% | -$61.28万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -23,786 | -100.0% | -$61.08万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -1,083 | -100.0% | -$60.80万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -3,975 | -100.0% | -$60.14万 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -33,709 | -100.0% | -$60.07万 | 清仓 |
| YELP | YELP INC | $0 | 0.00% | 0 | -19,648 | -100.0% | -$59.71万 | 清仓 |
| SKY | CHAMPION HOMES INC | $0 | 0.00% | 0 | -7,033 | -100.0% | -$59.43万 | 清仓 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | -1,003 | -100.0% | -$59.27万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -7,720 | -100.0% | -$59.20万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -9,010 | -100.0% | -$58.64万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -5,456 | -100.0% | -$58.43万 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -20,534 | -100.0% | -$57.45万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -10,357 | -100.0% | -$57.26万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,060 | -100.0% | -$56.72万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -277 | -100.0% | -$55.71万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -4,170 | -100.0% | -$55.42万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -7,719 | -100.0% | -$51.72万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -10,504 | -100.0% | -$50.15万 | 清仓 |
| BCE | BCE INC | $0 | 0.00% | 0 | -20,711 | -100.0% | -$49.33万 | 清仓 |
| PHG | KONINKLIJKE PHILIPS N V | $0 | 0.00% | 0 | -15,705 | -100.0% | -$42.53万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -900 | -100.0% | -$40.47万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -8,828 | -100.0% | -$33.01万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -2,249 | -100.0% | -$27.92万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -2,173 | -100.0% | -$27.30万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$18.65万 | 清仓 |
| INTU | INTUIT 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$6.62万 | 清仓 |
| GEV | GE VERNOVA INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$6.54万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$3.73万 | 清仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$1.02万 | 清仓 |