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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $8,970.00万 | 18.21% | 791,983 | -9,032 | -1.1% | -$102.30万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,253.68万 | 4.58% | 278,026 | 8,029 | 3.0% | $65.08万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,391.05万 | 2.82% | 511,229 | 5,980 | 1.2% | $16.27万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,385.37万 | 2.81% | 379,241 | 7,089 | 1.9% | $25.90万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $1,292.90万 | 2.63% | 280,213 | -49,172 | -14.9% | -$226.88万 | 减仓 |
| — | ETF SER SOLUTIONS | $1,158.22万 | 2.35% | 419,949 | -81,548 | -16.3% | -$224.91万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $1,113.32万 | 2.26% | 538,617 | 266,706 | 98.1% | $551.28万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,108.02万 | 2.25% | 134,062 | 6,621 | 5.2% | $54.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,025.01万 | 2.08% | 51,228 | -11,674 | -18.6% | -$233.58万 | 减仓 |
| — | ETF SER SOLUTIONS | $1,023.25万 | 2.08% | 375,780 | 8,777 | 2.4% | $23.90万 | 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 | $795.23万 | 1.61% | 185,415 | 2,452 | 1.3% | $10.52万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $781.51万 | 1.59% | 181,157 | -2,224 | -1.2% | -$9.59万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $761.91万 | 1.55% | 240,275 | 7,272 | 3.1% | $23.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $740.71万 | 1.50% | 6,417 | 364 | 6.0% | $42.02万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $718.09万 | 1.46% | 366,934 | 100,670 | 37.8% | $197.01万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $711.60万 | 1.44% | 40,283 | -696 | -1.7% | -$12.29万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $707.44万 | 1.44% | 138,850 | 2,696 | 2.0% | $13.74万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $684.20万 | 1.39% | 73,585 | 73,585 | — | $684.20万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $680.81万 | 1.38% | 77,471 | 1,162 | 1.5% | $10.21万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $654.32万 | 1.33% | 38,457 | -60 | -0.2% | -$1.02万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $641.90万 | 1.30% | 214,729 | 214,729 | — | $641.90万 | 新建仓 |
| — | EXXON MOBIL CORP | $607.71万 | 1.23% | 44,450 | -1,008 | -2.2% | -$13.78万 | 减仓 |
| AAPL | APPLE INC | $579.82万 | 1.18% | 20,038 | -1,344 | -6.3% | -$38.89万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $571.49万 | 1.16% | 168,879 | -9,873 | -5.5% | -$33.41万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $560.97万 | 1.14% | 313,744 | 24,144 | 8.3% | $43.17万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $528.30万 | 1.07% | 104,293 | -2,869 | -2.7% | -$14.53万 | 减仓 |
| GDX | VANECK ETF TRUST | $499.20万 | 1.01% | 66,163 | 1,863 | 2.9% | $14.06万 | 加仓 |
| NOBL | PROSHARES TR | $463.14万 | 0.94% | 82,467 | -2,135 | -2.5% | -$11.99万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $452.06万 | 0.92% | 115,131 | -6,638 | -5.5% | -$26.06万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $435.54万 | 0.88% | 198,153 | 8,610 | 4.5% | $18.92万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $414.01万 | 0.84% | 144,002 | -281,549 | -66.2% | -$809.45万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $398.49万 | 0.81% | 77,578 | 2,911 | 3.9% | $14.95万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $398.09万 | 0.81% | 106,727 | -477 | -0.4% | -$1.78万 | 减仓 |
| FRDM | EA SERIES TRUST | $395.51万 | 0.80% | 54,009 | 726 | 1.4% | $5.32万 | 加仓 |
| — | DBX ETF TR | $374.14万 | 0.76% | 91,099 | 1,339 | 1.5% | $5.50万 | 加仓 |
| MUNI | PIMCO ETF TR | $369.51万 | 0.75% | 70,249 | 36,278 | 106.8% | $190.82万 | 加仓 |
| UPRO | PROSHARES TR | $368.65万 | 0.75% | 26,000 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $358.13万 | 0.73% | 13,755 | 11,755 | 587.8% | $306.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $351.11万 | 0.71% | 9,413 | -2,405 | -20.4% | -$89.71万 | 减仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $328.53万 | 0.67% | 144,730 | 5,316 | 3.8% | $12.07万 | 加仓 |
| IAU | ISHARES GOLD TR | $322.07万 | 0.65% | 42,652 | 37 | 0.1% | $2,794 | 加仓 |
| AMZN | AMAZON COM INC | $320.33万 | 0.65% | 13,440 | -2,518 | -15.8% | -$60.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $290.92万 | 0.59% | 4,236 | 46 | 1.1% | $3.16万 | 加仓 |
| KO | COCA COLA CO | $283.74万 | 0.58% | 34,687 | -171 | -0.5% | -$1.40万 | 减仓 |
| TQQQ | PROSHARES TR | $226.80万 | 0.46% | 28,000 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $215.30万 | 0.44% | 14,517 | -1,990 | -12.1% | -$29.51万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $205.53万 | 0.42% | 16,474 | -680 | -4.0% | -$8.48万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $199.98万 | 0.41% | 153,712 | -48,675 | -24.1% | -$63.33万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $191.00万 | 0.39% | 3,288 | -102 | -3.0% | -$5.93万 | 减仓 |
| CRWV | COREWEAVE INC | $185.05万 | 0.38% | 18,591 | 5,786 | 45.2% | $57.59万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $178.41万 | 0.36% | 15,292 | -4,701 | -23.5% | -$54.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $165.20万 | 0.34% | 5,047 | -232 | -4.4% | -$7.59万 | 减仓 |
| PAVE | GLOBAL X FDS | $155.61万 | 0.32% | 26,364 | -1,072 | -3.9% | -$6.33万 | 减仓 |
| TSLA | TESLA INC | $154.49万 | 0.31% | 3,673 | -692 | -15.9% | -$29.11万 | 减仓 |
| AVGO | BROADCOM INC | $152.05万 | 0.31% | 4,025 | -683 | -14.5% | -$25.80万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $146.43万 | 0.30% | 2,851 | 20 | 0.7% | $1.03万 | 加仓 |
| BX | BLACKSTONE INC | $141.86万 | 0.29% | 12,056 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $140.71万 | 0.29% | 5,540 | -277 | -4.8% | -$7.04万 | 减仓 |
| ACWI | ISHARES TR | $140.44万 | 0.29% | 8,947 | -506 | -5.4% | -$7.94万 | 减仓 |
| CAT | CATERPILLAR INC | $140.03万 | 0.28% | 1,315 | -36 | -2.7% | -$3.83万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $139.15万 | 0.28% | 2,908 | -993 | -25.5% | -$47.52万 | 减仓 |
| KKR | KKR & CO INC | $137.67万 | 0.28% | 15,000 | -300 | -2.0% | -$2.75万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $131.03万 | 0.27% | 52,057 | -586 | -1.1% | -$1.47万 | 减仓 |
| GE | GE AEROSPACE | $129.55万 | 0.26% | 3,467 | 250 | 7.8% | $9.34万 | 加仓 |
| GOOG | ALPHABET INC | $126.68万 | 0.26% | 3,585 | -25 | -0.7% | -$8,834 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $125.79万 | 0.26% | 4,473 | -854 | -16.0% | -$24.02万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $119.00万 | 0.24% | 6,206 | -482 | -7.2% | -$9.24万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $117.85万 | 0.24% | 63,880 | 12,515 | 24.4% | $23.09万 | 加仓 |
| NOW | SERVICENOW INC | $113.46万 | 0.23% | 11,428 | 5,171 | 82.6% | $51.34万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $113.31万 | 0.23% | 38,542 | 25,029 | 185.2% | $73.59万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $112.37万 | 0.23% | 6,161 | 68 | 1.1% | $1.24万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $108.70万 | 0.22% | 24,022 | 24,022 | — | $108.70万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $106.18万 | 0.22% | 2,122 | -164 | -7.2% | -$8.21万 | 减仓 |
| CVX | CHEVRON CORPORATION | $105.85万 | 0.21% | 6,386 | -224 | -3.4% | -$3.71万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $104.60万 | 0.21% | 43,857 | 30,135 | 219.6% | $71.87万 | 加仓 |
| ABSI | ABSCI CORPORATION | $103.44万 | 0.21% | 89,250 | 89,250 | — | $103.44万 | 新建仓 |
| GEV | GE VERNOVA INC | $101.95万 | 0.21% | 867 | -34 | -3.8% | -$4.00万 | 减仓 |
| ORCL | ORACLE CORP | $99.82万 | 0.20% | 6,811 | -865 | -11.3% | -$12.68万 | 减仓 |
| — | TEXAS CAPITAL FUNDS TRUST | $99.22万 | 0.20% | 9,900 | -6,100 | -38.1% | -$61.13万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $96.62万 | 0.20% | 11,008 | 446 | 4.2% | $3.91万 | 加仓 |
| LLY | ELI LILLY & CO | $95.26万 | 0.19% | 794 | -1 | -0.1% | -$1,200 | 减仓 |
| TRIN | TRINITY CAP INC | $93.03万 | 0.19% | 52,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $92.88万 | 0.19% | 2,599 | -3,285 | -55.8% | -$117.40万 | 减仓 |
| AMAT | APPLIED MATLS INC | $86.54万 | 0.18% | 1,197 | -11 | -0.9% | -$7,953 | 减仓 |
| OGE | OGE ENERGY CORP | $86.44万 | 0.18% | 17,765 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $83.56万 | 0.17% | 18,680 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $82.90万 | 0.17% | 70,211 | 97 | 0.1% | $1,145 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $82.08万 | 0.17% | 1,658 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $77.38万 | 0.16% | 2,255 | -360 | -13.8% | -$12.35万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $75.92万 | 0.15% | 76,223 | 53 | 0.1% | $528 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $75.18万 | 0.15% | 29,379 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $72.79万 | 0.15% | 1,292 | -918 | -41.5% | -$51.72万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $72.40万 | 0.15% | 4,762 | -1,244 | -20.7% | -$18.91万 | 减仓 |
| HD | HOME DEPOT INC | $69.69万 | 0.14% | 1,976 | -492 | -19.9% | -$17.35万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $69.55万 | 0.14% | 21,899 | 13,984 | 176.7% | $44.41万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $68.78万 | 0.14% | 2,017 | -2,436 | -54.7% | -$83.07万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $68.75万 | 0.14% | 29,773 | 29,773 | — | $68.75万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $68.74万 | 0.14% | 15,041 | -574 | -3.7% | -$2.62万 | 减仓 |
| ABBV | ABBVIE INC | $67.94万 | 0.14% | 2,700 | 87 | 3.3% | $2.19万 | 加仓 |