Uniting Wealth Partners, LLC
DENVER CO · SEC CIK 0002056414
$4.92亿2026Q2 申报市值
207持仓数
42.1%前十大占比 · 第一大 18.2%
18 / 18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
KBWB 新建仓+$684.20万
FIRST TR EXCHNG 新建仓+$641.90万
SCIO 加仓+$551.28万
DDOG 加仓+$306.05万
WCMI 加仓+$197.01万
2026Q2 卖出最多 按季末市值估算
DRSK 减仓-$809.45万
UPSD 清仓-$677.63万
FIRST TR EXCHNG 清仓-$597.89万
NVDA 减仓-$233.58万
ACIO 减仓-$226.88万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $571.49万 | 1.16% | 168,879 | -9,873 | -5.5% | -$33.41万 | 减仓 |
| AAPL | APPLE INC | $579.82万 | 1.18% | 20,038 | -1,344 | -6.3% | -$38.89万 | 减仓 |
| — | EXXON MOBIL CORP | $607.71万 | 1.23% | 44,450 | -1,008 | -2.2% | -$13.78万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $641.90万 | 1.30% | 214,729 | 214,729 | — | $641.90万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $654.32万 | 1.33% | 38,457 | -60 | -0.2% | -$1.02万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $680.81万 | 1.38% | 77,471 | 1,162 | 1.5% | $10.21万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $684.20万 | 1.39% | 73,585 | 73,585 | — | $684.20万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $707.44万 | 1.44% | 138,850 | 2,696 | 2.0% | $13.74万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $711.60万 | 1.44% | 40,283 | -696 | -1.7% | -$12.29万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $718.09万 | 1.46% | 366,934 | 100,670 | 37.8% | $197.01万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $740.71万 | 1.50% | 6,417 | 364 | 6.0% | $42.02万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $761.91万 | 1.55% | 240,275 | 7,272 | 3.1% | $23.06万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $781.51万 | 1.59% | 181,157 | -2,224 | -1.2% | -$9.59万 | 减仓 |
| — | ETF SER SOLUTIONS | $795.23万 | 1.61% | 185,415 | 2,452 | 1.3% | $10.52万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $991.81万 | 2.01% | 52,485 | 10,000 | 23.5% | $188.97万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,023.25万 | 2.08% | 375,780 | 8,777 | 2.4% | $23.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,025.01万 | 2.08% | 51,228 | -11,674 | -18.6% | -$233.58万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,108.02万 | 2.25% | 134,062 | 6,621 | 5.2% | $54.72万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $1,113.32万 | 2.26% | 538,617 | 266,706 | 98.1% | $551.28万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,158.22万 | 2.35% | 419,949 | -81,548 | -16.3% | -$224.91万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $1,292.90万 | 2.63% | 280,213 | -49,172 | -14.9% | -$226.88万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,385.37万 | 2.81% | 379,241 | 7,089 | 1.9% | $25.90万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,391.05万 | 2.82% | 511,229 | 5,980 | 1.2% | $16.27万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,253.68万 | 4.58% | 278,026 | 8,029 | 3.0% | $65.08万 | 加仓 |
| WMT | WALMART INC | $8,970.00万 | 18.21% | 791,983 | -9,032 | -1.1% | -$102.30万 | 减仓 |