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 |
|---|---|---|---|---|---|---|---|---|
| CHRW | C H ROBINSON WORLDWIDE IN | $708.23万 | 1.51% | 42,485 | 14,500 | 51.8% | $241.72万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $714.85万 | 1.52% | 233,003 | 10,987 | 4.9% | $33.71万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $723.07万 | 1.54% | 183,381 | -11,418 | -5.9% | -$45.02万 | 减仓 |
| — | EXXON MOBIL CORP | $771.24万 | 1.64% | 45,458 | -1,954 | -4.1% | -$33.15万 | 减仓 |
| — | ETF SER SOLUTIONS | $921.07万 | 1.96% | 367,003 | 367,003 | — | $921.07万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,054.57万 | 2.25% | 127,441 | 31,853 | 33.3% | $263.58万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $1,097.08万 | 2.34% | 62,902 | -1,407 | -2.2% | -$24.54万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $1,166.12万 | 2.48% | 425,551 | -53,563 | -11.2% | -$146.78万 | 重新持有 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,256.76万 | 2.68% | 372,152 | 9,186 | 2.5% | $31.02万 | 重新持有 |
| — | ETF SER SOLUTIONS | $1,258.89万 | 2.68% | 501,497 | 501,497 | — | $1,258.89万 | 新建仓 |
| — | ETF SER SOLUTIONS | $1,266.15万 | 2.70% | 505,249 | 505,249 | — | $1,266.15万 | 新建仓 |
| ACIO | ETF SER SOLUTIONS | $1,382.86万 | 2.94% | 329,385 | -393,264 | -54.4% | -$1,651.04万 | 重新持有 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,843.54万 | 3.92% | 269,997 | 4,589 | 1.7% | $31.33万 | 加仓 |
| WMT | WALMART INC | $9,974.84万 | 21.24% | 801,015 | -27,340 | -3.3% | -$340.46万 | 减仓 |