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 |
|---|---|---|---|---|---|---|---|---|
| LYG | LLOYDS BANKING GROUP PLC | $6.27万 | 0.01% | 10,759 | 10,759 | — | $6.27万 | 新建仓 |
| — | FRANKLIN LTD DURATION INCOME | $5.79万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM CORP | $5.50万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | BIG SKY INDL INC | $4.95万 | 0.01% | 45,000 | 0 | 0.0% | — | 不变 |
| OCGN | OCUGEN INC | $1.53万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ZENATECH INC | $1.50万 | 0.00% | 10,000 | 10,000 | — | $1.50万 | 新建仓 |
| — | HUMACYTE INC | $1.22万 | 0.00% | 15,609 | -1,000 | -6.0% | -$780 | 减仓 |
| UPSD | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -265,111 | -100.0% | -$677.63万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -194,261 | -100.0% | -$597.89万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -1,564 | -100.0% | -$72.10万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -15,530 | -100.0% | -$44.01万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -4,078 | -100.0% | -$39.21万 | 清仓 |
| MLN | VANECK ETF TRUST | $0 | 0.00% | 0 | -22,006 | -100.0% | -$38.38万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,651 | -100.0% | -$33.45万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,728 | -100.0% | -$30.11万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,252 | -100.0% | -$28.30万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -405 | -100.0% | -$27.63万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,922 | -100.0% | -$25.53万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$25.16万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -1,630 | -100.0% | -$24.00万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -5,801 | -100.0% | -$22.62万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -373 | -100.0% | -$22.57万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -734 | -100.0% | -$22.19万 | 清仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,004 | -100.0% | -$20.18万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -18,750 | -100.0% | -$8.31万 | 清仓 |