Uniting Wealth Partners, LLC
DENVER CO · SEC CIK 0002056414
$4.70亿2026Q1 申报市值
205持仓数
45.2%前十大占比 · 第一大 21.2%
31 / 7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
ETF SER SOLUTION 新建仓+$1,266.15万
ETF SER SOLUTION 新建仓+$1,258.89万
ETF SER SOLUTION 新建仓+$921.07万
ETF SER SOLUTION 新建仓+$700.75万
PVAL 新建仓+$631.75万
2026Q1 卖出最多 按季末市值估算
ACIO 重新持有-$1,651.04万
MTUM 清仓-$655.34万
XME 清仓-$553.84万
NULG 减仓-$512.64万
WMT 减仓-$340.46万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $46.82万 | 0.10% | 718 | 20 | 2.9% | $1.30万 | 加仓 |
| MRK | MERCK & CO INC | $49.13万 | 0.10% | 4,056 | -201 | -4.7% | -$2.43万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $49.24万 | 0.10% | 1,536 | 16 | 1.1% | $5,129 | 加仓 |
| BP | BP PLC | $49.27万 | 0.10% | 10,484 | -344 | -3.2% | -$1.62万 | 减仓 |
| TFI | SPDR SERIES TRUST | $49.65万 | 0.11% | 10,950 | 0 | 0.0% | — | 重新持有 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $49.81万 | 0.11% | 22,756 | 450 | 2.0% | $9,851 | 加仓 |
| SUB | ISHARES TR | $49.90万 | 0.11% | 4,685 | 0 | 0.0% | — | 重新持有 |
| IJH | ISHARES TR | $50.90万 | 0.11% | 7,537 | 8 | 0.1% | $540 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.22万 | 0.12% | 2,521 | -88 | -3.4% | -$1.89万 | 减仓 |
| OKE | ONEOK INC NEW | $55.64万 | 0.12% | 6,156 | 244 | 4.1% | $2.21万 | 加仓 |
| IWB | ISHARES TR | $56.12万 | 0.12% | 1,574 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $56.83万 | 0.12% | 2,613 | 1 | 0.0% | $217 | 加仓 |
| MCK | MCKESSON CORP | $58.29万 | 0.12% | 673 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $58.60万 | 0.12% | 2,400 | -261 | -9.8% | -$6.37万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $59.50万 | 0.13% | 1,658 | -14 | -0.8% | -$5,024 | 减仓 |
| MO | ALTRIA GROUP INC | $60.03万 | 0.13% | 8,953 | -414 | -4.4% | -$2.78万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $61.33万 | 0.13% | 1,787 | -130 | -6.8% | -$4.46万 | 减仓 |
| PAYX | PAYCHEX INC | $62.19万 | 0.13% | 6,752 | -93 | -1.4% | -$8,567 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $64.03万 | 0.14% | 56,465 | 20,579 | 57.3% | $23.34万 | 重新持有 |
| NOW | SERVICENOW INC | $65.42万 | 0.14% | 6,257 | -4,378 | -41.2% | -$45.77万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $65.46万 | 0.14% | 6,000 | 6,000 | — | $65.46万 | 新建仓 |
| T | AT&T INC | $65.51万 | 0.14% | 22,597 | -1,495 | -6.2% | -$4.33万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.96万 | 0.15% | 3,390 | 237 | 7.5% | $4.82万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $70.04万 | 0.15% | 15,615 | 1,059 | 7.3% | $4.75万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $71.39万 | 0.15% | 4,453 | 1,328 | 42.5% | $21.29万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $72.10万 | 0.15% | 1,564 | 18 | 1.2% | $8,298 | 加仓 |
| LLY | ELI LILLY & CO | $73.14万 | 0.16% | 795 | 58 | 7.9% | $5.34万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $74.42万 | 0.16% | 76,170 | 103 | 0.1% | $1,006 | 重新持有 |
| RTX | RTX CORPORATION | $74.82万 | 0.16% | 3,879 | -105 | -2.6% | -$2.03万 | 减仓 |
| TRIN | TRINITY CAP INC | $76.49万 | 0.16% | 52,000 | 52,000 | — | $76.49万 | 新建仓 |
| GEV | GE VERNOVA INC | $78.73万 | 0.17% | 901 | -18 | -2.0% | -$1.57万 | 减仓 |
| V | VISA INC | $79.04万 | 0.17% | 2,615 | 77 | 3.0% | $2.33万 | 加仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $79.20万 | 0.17% | 18,680 | -4,467 | -19.3% | -$18.94万 | 重新持有 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $79.22万 | 0.17% | 70,114 | 184 | 0.3% | $2,079 | 重新持有 |
| COP | CONOCOPHILLIPS | $79.52万 | 0.17% | 6,024 | -16 | -0.3% | -$2,112 | 减仓 |
| HD | HOME DEPOT INC | $81.17万 | 0.17% | 2,468 | -131 | -5.0% | -$4.31万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $82.22万 | 0.18% | 12,600 | 145 | 1.2% | $9,462 | 加仓 |
| OGE | OGE ENERGY CORP | $85.20万 | 0.18% | 17,765 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $86.96万 | 0.19% | 6,006 | -300 | -4.8% | -$4.34万 | 减仓 |
| GE | GE AEROSPACE | $91.42万 | 0.19% | 3,217 | -41 | -1.3% | -$1.17万 | 减仓 |
| CAT | CATERPILLAR INC | $95.71万 | 0.20% | 1,351 | -73 | -5.1% | -$5.17万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $96.41万 | 0.21% | 51,365 | 51,365 | — | $96.41万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $98.10万 | 0.21% | 10,562 | 5 | 0.0% | $464 | 加仓 |
| CRWV | COREWEAVE INC | $99.20万 | 0.21% | 12,805 | 2,111 | 19.7% | $16.35万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $101.64万 | 0.22% | 6,093 | -622 | -9.3% | -$10.38万 | 减仓 |
| GOOG | ALPHABET INC | $103.57万 | 0.22% | 3,610 | 5 | 0.1% | $1,434 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $109.40万 | 0.23% | 6,688 | 6,688 | — | $109.40万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $109.55万 | 0.23% | 2,286 | -146 | -6.0% | -$7.00万 | 减仓 |
| ORCL | ORACLE CORP | $112.92万 | 0.24% | 7,676 | 1,509 | 24.5% | $22.20万 | 加仓 |
| TQQQ | PROSHARES TR | $116.70万 | 0.25% | 28,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $126.45万 | 0.27% | 2,210 | -132 | -5.6% | -$7.55万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $129.13万 | 0.27% | 5,327 | -1,309 | -19.7% | -$31.73万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $130.50万 | 0.28% | 52,643 | 10,306 | 24.3% | $25.55万 | 重新持有 |
| ACWI | ISHARES TR | $130.80万 | 0.28% | 9,453 | 598 | 6.8% | $8.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $132.23万 | 0.28% | 3,901 | -187 | -4.6% | -$6.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $136.75万 | 0.29% | 6,610 | -4,464 | -40.3% | -$92.35万 | 减仓 |
| BX | BLACKSTONE INC | $138.63万 | 0.30% | 12,056 | -100 | -0.8% | -$1.15万 | 减仓 |
| PAVE | GLOBAL X FDS | $139.40万 | 0.30% | 27,436 | 27,436 | — | $139.40万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $141.46万 | 0.30% | 2,831 | 24 | 0.9% | $1.20万 | 加仓 |
| KKR | KKR & CO INC | $141.53万 | 0.30% | 15,300 | 7,000 | 84.3% | $64.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $142.20万 | 0.30% | 5,817 | -140 | -2.4% | -$3.42万 | 减仓 |
| AVGO | BROADCOM INC | $145.72万 | 0.31% | 4,708 | -162 | -3.3% | -$5.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $155.29万 | 0.33% | 5,279 | 98 | 1.9% | $2.88万 | 加仓 |
| — | TEXAS CAPITAL FUNDS TRUST | $160.38万 | 0.34% | 16,000 | 10,000 | 166.7% | $100.23万 | 重新持有 |
| TSLA | TESLA INC | $162.27万 | 0.35% | 4,365 | 518 | 13.5% | $19.26万 | 加仓 |
| GOOGL | ALPHABET INC | $169.20万 | 0.36% | 5,884 | -296 | -4.8% | -$8.51万 | 减仓 |
| MUNI | PIMCO ETF TR | $177.29万 | 0.38% | 33,971 | 33,971 | — | $177.29万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $189.50万 | 0.40% | 17,154 | 17,154 | — | $189.50万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $204.59万 | 0.44% | 6,053 | -5 | -0.1% | -$1,690 | 减仓 |
| IJR | ISHARES TR | $205.20万 | 0.44% | 16,507 | 23 | 0.1% | $2,859 | 加仓 |
| VOO | VANGUARD INDEX FDS | $250.38万 | 0.53% | 4,190 | 397 | 10.5% | $23.72万 | 加仓 |
| UPRO | PROSHARES TR | $252.15万 | 0.54% | 26,000 | 5,000 | 23.8% | $48.49万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $254.50万 | 0.54% | 107,204 | 250 | 0.2% | $5,935 | 加仓 |
| KO | COCA COLA CO | $266.94万 | 0.57% | 34,858 | -104 | -0.3% | -$7,964 | 减仓 |
| FRDM | EA SERIES TRUST | $292.40万 | 0.62% | 53,283 | 53,283 | — | $292.40万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $292.46万 | 0.62% | 19,993 | 3,415 | 20.6% | $49.95万 | 加仓 |
| — | DBX ETF TR | $306.31万 | 0.65% | 89,760 | 89,760 | — | $306.31万 | 新建仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $314.80万 | 0.67% | 139,414 | 24,201 | 21.0% | $54.65万 | 重新持有 |
| AMZN | AMAZON COM INC | $332.36万 | 0.71% | 15,958 | 1,060 | 7.1% | $22.08万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $336.16万 | 0.72% | 202,387 | 202,387 | — | $336.16万 | 新建仓 |
| IAU | ISHARES GOLD TR | $375.69万 | 0.80% | 42,615 | 481 | 1.1% | $4.24万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $378.26万 | 0.81% | 74,667 | 20,756 | 38.5% | $105.15万 | 重新持有 |
| JUCY | ETF SER SOLUTIONS | $422.65万 | 0.90% | 189,543 | 38,199 | 25.2% | $85.18万 | 重新持有 |
| MSFT | MICROSOFT CORP | $437.48万 | 0.93% | 11,818 | -2,429 | -17.0% | -$89.92万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $446.52万 | 0.95% | 266,264 | 266,264 | — | $446.52万 | 新建仓 |
| NOBL | PROSHARES TR | $448.43万 | 0.95% | 42,301 | 4,718 | 12.6% | $50.02万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $473.12万 | 1.01% | 121,769 | 12,813 | 11.8% | $49.78万 | 重新持有 |
| FPE | FIRST TR EXCH TRADED FD III | $514.04万 | 1.09% | 289,600 | 15,370 | 5.6% | $27.28万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $520.70万 | 1.11% | 178,752 | 36,819 | 25.9% | $107.25万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $535.70万 | 1.14% | 107,162 | -11,264 | -9.5% | -$56.31万 | 重新持有 |
| AAPL | APPLE INC | $542.66万 | 1.16% | 21,382 | -2,716 | -11.3% | -$68.93万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $558.58万 | 1.19% | 38,517 | -16,960 | -30.6% | -$245.96万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $561.22万 | 1.19% | 271,911 | 271,911 | — | $561.22万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $584.07万 | 1.24% | 76,309 | 9,358 | 14.0% | $71.63万 | 加仓 |
| GDX | VANECK ETF TRUST | $590.08万 | 1.26% | 64,300 | -23,120 | -26.4% | -$212.17万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $597.89万 | 1.27% | 194,261 | 13,645 | 7.6% | $42.00万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $631.75万 | 1.34% | 136,154 | 136,154 | — | $631.75万 | 新建仓 |
| UPSD | ETF SER SOLUTIONS | $677.63万 | 1.44% | 265,111 | 15,252 | 6.1% | $38.98万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $679.02万 | 1.45% | 40,979 | 1,243 | 3.1% | $20.60万 | 加仓 |
| — | ETF SER SOLUTIONS | $700.75万 | 1.49% | 182,963 | 182,963 | — | $700.75万 | 新建仓 |