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 |
|---|---|---|---|---|---|---|---|---|
| SLI | STANDARD LITHIUM LTD | $6.82万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN LTD DURATION INCOME | $5.83万 | 0.01% | 10,000 | 0 | 0.0% | — | 重新持有 |
| — | U S ENERGY CORP DEL | $3.98万 | 0.01% | 45,000 | 0 | 0.0% | — | 不变 |
| OCGN | OCUGEN INC | $1.81万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC | $1.01万 | 0.00% | 16,609 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -26,181 | -100.0% | -$655.34万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -53,454 | -100.0% | -$553.84万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -4,585 | -100.0% | -$123.02万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -3,200 | -100.0% | -$75.03万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -632 | -100.0% | -$28.19万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -1,518 | -100.0% | -$22.81万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -309 | -100.0% | -$20.47万 | 清仓 |