Uptown Financial Advisors LLC
DALLAS TX · SEC CIK 0002066147
$1.26亿2026Q1 申报市值
76持仓数
60.4%前十大占比 · 第一大 10.9%
5 / 4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
VUG 加仓+$136.02万
VO 加仓+$101.78万
SPYV 加仓+$93.30万
IJR 加仓+$83.86万
BSV 加仓+$72.94万
2026Q1 卖出最多 按季末市值估算
BARINGS CORPORAT 清仓-$37.38万
SOURCE CAPITAL 清仓-$27.65万
JPC 清仓-$25.63万
PCN 清仓-$14.10万
VYM 减仓-$8.72万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | BARINGS CORPORATE INVS | $0 | 0.00% | 0 | -20,594 | -100.0% | -$37.38万 | 清仓 |
| — | SOURCE CAPITAL | $0 | 0.00% | 0 | -6,042 | -100.0% | -$27.65万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -31,600 | -100.0% | -$25.63万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCN | PIMCO CORPORATE & INCM STRG | $0 | 0.00% | 0 | -11,050 | -100.0% | -$14.10万 | 清仓 |
| AVGO | BROADCOM INC 看跌期权 | $6.19万 | 0.05% | 200 | -6,800 | -97.1% | -$210.47万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $12.91万 | 0.10% | 11,499 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $13.39万 | 0.11% | 232 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $20.61万 | 0.16% | 1,935 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $20.80万 | 0.17% | 3,513 | 3,513 | — | $20.80万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $21.39万 | 0.17% | 7,115 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $22.20万 | 0.18% | 1,066 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $22.37万 | 0.18% | 778 | 0 | 0.0% | — | 不变 |
| — | BLACKSTONE SENI FLTN RAT 202 | $22.43万 | 0.18% | 17,320 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC 看跌期权 | $22.47万 | 0.18% | 2,900 | -4,100 | -58.6% | -$31.76万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $23.31万 | 0.19% | 6,952 | 6,952 | — | $23.31万 | 新建仓 |
| WFC | WELLS FARGO & CO | $23.41万 | 0.19% | 2,940 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC 看跌期权 | $24.83万 | 0.20% | 3,200 | 3,200 | — | $24.83万 | 新建仓 |
| — | EXXON MOBIL CORP | $25.99万 | 0.21% | 1,532 | 1,532 | — | $25.99万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $26.01万 | 0.21% | 1,340 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $26.16万 | 0.21% | 1,500 | 1,500 | — | $26.16万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $27.83万 | 0.22% | 1,345 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $27.97万 | 0.22% | 5,984 | -363 | -5.7% | -$1.70万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $28.18万 | 0.22% | 958 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.76万 | 0.24% | 1,384 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC 看涨期权 | $30.99万 | 0.25% | 4,000 | -12,000 | -75.0% | -$92.96万 | 减仓 |
| EFA | ISHARES TR | $31.60万 | 0.25% | 3,253 | -300 | -8.4% | -$2.91万 | 减仓 |
| IEMG | ISHARES INC | $32.30万 | 0.26% | 4,631 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $33.43万 | 0.27% | 11,476 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $34.04万 | 0.27% | 4,387 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $34.09万 | 0.27% | 1,127 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $34.31万 | 0.27% | 5,600 | 43 | 0.8% | $2,634 | 加仓 |
| NFLX | NETFLIX INC. | $34.61万 | 0.27% | 3,600 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $34.89万 | 0.28% | 30,340 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $35.79万 | 0.28% | 513 | 28 | 5.8% | $1.95万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $36.00万 | 0.29% | 8,099 | 690 | 9.3% | $3.07万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $38.84万 | 0.31% | 1,788 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $39.12万 | 0.31% | 12,750 | -600 | -4.5% | -$1.84万 | 减仓 |
| AAPL | APPLE INC | $39.67万 | 0.32% | 1,562 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $41.61万 | 0.33% | 1,913 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $42.19万 | 0.34% | 4,660 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $43.38万 | 0.34% | 8,026 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $43.86万 | 0.35% | 734 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $44.90万 | 0.36% | 1,837 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $51.77万 | 0.41% | 4,371 | 80 | 1.9% | $9,476 | 加仓 |
| MUB | ISHARES TR | $58.57万 | 0.47% | 5,518 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $58.69万 | 0.47% | 5,912 | 253 | 4.5% | $2.51万 | 加仓 |
| AVGO | BROADCOM INC | $58.96万 | 0.47% | 1,905 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $62.07万 | 0.49% | 20,352 | -708 | -3.4% | -$2.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $69.96万 | 0.56% | 1,890 | 11 | 0.6% | $4,072 | 加仓 |
| META | META PLATFORMS INC | $71.92万 | 0.57% | 1,257 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $73.37万 | 0.58% | 7,664 | 516 | 7.2% | $4.94万 | 加仓 |
| EMXC | ISHARES INC | $74.77万 | 0.59% | 9,505 | -225 | -2.3% | -$1.77万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $83.33万 | 0.66% | 9,394 | 1,293 | 16.0% | $11.47万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $91.85万 | 0.73% | 20,121 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $93.27万 | 0.74% | 3,761 | 112 | 3.1% | $2.78万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $96.12万 | 0.76% | 6,490 | -589 | -8.3% | -$8.72万 | 减仓 |
| IJH | ISHARES TR | $96.80万 | 0.77% | 14,335 | -125 | -0.9% | -$8,441 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $97.45万 | 0.77% | 19,346 | 78 | 0.4% | $3,929 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $115.44万 | 0.92% | 2,000 | -27,500 | -93.2% | -$1,587.24万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $143.90万 | 1.14% | 29,948 | 2,710 | 9.9% | $13.02万 | 加仓 |
| IVV | ISHARES TR | $173.82万 | 1.38% | 2,661 | 69 | 2.7% | $4.51万 | 加仓 |
| LQD | ISHARES TR | $178.72万 | 1.42% | 16,397 | 1,039 | 6.8% | $11.32万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $181.82万 | 1.44% | 48,051 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $185.32万 | 1.47% | 10,626 | 796 | 8.1% | $13.88万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $207.59万 | 1.65% | 45,235 | 3,945 | 9.6% | $18.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $235.94万 | 1.87% | 3,628 | -16 | -0.4% | -$1.04万 | 减仓 |
| ET | ENERGY TRANSFER L P | $248.46万 | 1.97% | 128,734 | -1,417 | -1.1% | -$2.73万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $300.62万 | 2.39% | 20,619 | 1,385 | 7.2% | $20.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $348.01万 | 2.76% | 54,309 | 710 | 1.3% | $4.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $374.71万 | 2.98% | 19,098 | 114 | 0.6% | $2.24万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $414.66万 | 3.29% | 53,725 | 2,293 | 4.5% | $17.70万 | 加仓 |
| VDE | VANGUARD WORLD FD | $441.74万 | 3.51% | 25,528 | 575 | 2.3% | $9.95万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $458.01万 | 3.64% | 185,053 | 26,038 | 16.4% | $64.44万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $468.60万 | 3.72% | 47,860 | -477 | -1.0% | -$4.67万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $732.28万 | 5.82% | 156,103 | 12,903 | 9.0% | $60.53万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $785.50万 | 6.24% | 100,179 | 9,303 | 10.2% | $72.94万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $915.96万 | 7.28% | 161,886 | 16,489 | 11.3% | $93.30万 | 加仓 |
| IJR | ISHARES TR | $996.44万 | 7.92% | 80,157 | 6,746 | 9.2% | $83.86万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,018.06万 | 8.09% | 35,450 | 3,544 | 11.1% | $101.78万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,370.81万 | 10.89% | 31,383 | 3,114 | 11.0% | $136.02万 | 加仓 |