United Financial Planning Group LLC
HAUPPAUGE NY · SEC CIK 0002088337
$1.69亿2026Q1 申报市值
462持仓数
76.0%前十大占比 · 第一大 18.0%
169 / 170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
ABBV 加仓+$225.94万
VUG 加仓+$194.68万
VEA 加仓+$114.12万
BNDX 加仓+$83.21万
VNQ 加仓+$60.72万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$62.27万
VXUS 减仓-$51.77万
IWD 减仓-$37.11万
AVGO 减仓-$29.51万
NEM 减仓-$27.36万
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 |
|---|---|---|---|---|---|---|---|---|
| B | BARRICK MNG CORP F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ING | ING GROEP N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEM | AGNICO EAGLE MINES LTD F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XCHYX | CALAMOS CONVERTIBLE AND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $0 | 0.00% | 0 | -2,120 | -100.0% | -$6.92万 | 清仓 |
| CGW | INVSC S P GLOBAL WATER INDEX ETF | $0 | 0.00% | 0 | -1,060 | -100.0% | -$6.68万 | 清仓 |
| LIN | LINDE PLC F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVS | NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STX | SEAGATE TECHNOLOGY H F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $0 | 0.00% | 0 | -2,107 | -100.0% | -$6.24万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND F CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSSL | FS SPECIALTY LENDING | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONON | ON HLDG AG F CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHI | ISHARES US MEDICAL DEVICES ETF | $0 | 0.00% | 0 | -600 | -100.0% | -$3.73万 | 清仓 |
| — | SILA RLTY TR INC REIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVO | NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDJ | BLACKROCK ENHANCED EQUIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYG | ST STRT SPDR PRTL S&P 500 GRW ETF IV | $0 | 0.00% | 0 | -242 | -100.0% | -$2.58万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -553 | -100.0% | -$2.40万 | 清仓 |
| MYN | BLACKROCK MUNIYIELD NY Q | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHM | CHARLES SCHWAB US MC ETF | $0 | 0.00% | 0 | -781 | -100.0% | -$2.35万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -130 | -100.0% | -$2.26万 | 清仓 |
| SHOP | SHOPIFY INC F CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $0 | 0.00% | 0 | -38 | -100.0% | -$2.21万 | 清仓 |
| — | BLACKROCK MUNIHOLDINGS N | $0 | 0.00% | 0 | -1,980 | -100.0% | -$2.03万 | 清仓 |
| ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SE | SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -149 | -100.0% | -$1.90万 | 清仓 |
| MUFG | MITSUBISHI HEAVY INDS F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -738 | -100.0% | -$1.79万 | 清仓 |
| SAP | SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEL | TE CONNECTIVITY PLC F | $0 | 0.00% | 0 | -69 | -100.0% | -$1.57万 | 清仓 |
| XLP | STE SRT CNSR STPLS SLCT SEC SPDR ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$1.55万 | 清仓 |
| XLI | STATE STRT INDSTL SLCT SCTR SPDR ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$1.55万 | 清仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$1.43万 | 清仓 |
| JEPI | J P MORGAN NASDAQ EQT PRM INC ETF | $0 | 0.00% | 0 | -236 | -100.0% | -$1.37万 | 清仓 |
| — | UNUSUAL WHALES SUB DEMO TRAD ETF | $0 | 0.00% | 0 | -276 | -100.0% | -$1.26万 | 清仓 |
| ACGL | ARCH CAPITAL GROUP LTD F | $0 | 0.00% | 0 | -130 | -100.0% | -$1.25万 | 清仓 |
| NU | NU HLDGS LTD F CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $0 | 0.00% | 0 | -64 | -100.0% | -$1.17万 | 清仓 |
| CP | CANADIAN PACIFIC KAN F | $0 | 0.00% | 0 | -157 | -100.0% | -$1.16万 | 清仓 |
| UBS | UBS GROUP AG F | $0 | 0.00% | 0 | -244 | -100.0% | -$1.13万 | 清仓 |
| JCI | JOHNSON CONTROLS INT F | $0 | 0.00% | 0 | -93 | -100.0% | -$1.11万 | 清仓 |
| MFC | MANULIFE FINL CORP F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -132 | -100.0% | -$1.08万 | 清仓 |
| CPNG | COUPANG INC CLASS CLASS A | $0 | 0.00% | 0 | -454 | -100.0% | -$1.07万 | 清仓 |
| AKR | ACADIA RLTY TR REIT | $0 | 0.00% | 0 | -521 | -100.0% | -$1.07万 | 清仓 |
| FLEX | FLEX LTD F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBN | ICICI BK LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -44 | -100.0% | -$9,796 | 清仓 |
| SCHA | SCHWAB US SMALL CAP ETF | $0 | 0.00% | 0 | -325 | -100.0% | -$9,261 | 清仓 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $0 | 0.00% | 0 | -38 | -100.0% | -$8,593 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCJ | CAMECO CORP F | $0 | 0.00% | 0 | -83 | -100.0% | -$7,594 | 清仓 |
| APTV | APTIV PLC NEW F | $0 | 0.00% | 0 | -98 | -100.0% | -$7,457 | 清仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $0 | 0.00% | 0 | -33 | -100.0% | -$7,239 | 清仓 |
| AON | AON PLC F CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS I | $0 | 0.00% | 0 | -173 | -100.0% | -$7,046 | 清仓 |
| RACE | FERRARI N V NEW F | $0 | 0.00% | 0 | -19 | -100.0% | -$7,022 | 清仓 |
| WCN | WASTE CONNECTIONS INC F | $0 | 0.00% | 0 | -39 | -100.0% | -$6,839 | 清仓 |
| CNQ | CANADIAN NAT RES LTD F | $0 | 0.00% | 0 | -196 | -100.0% | -$6,635 | 清仓 |
| BN | BROOKFIELD CORP F CLASS A | $0 | 0.00% | 0 | -127 | -100.0% | -$5,828 | 清仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$5,680 | 清仓 |
| UTES | VIRTUS REAVES UTLY | $0 | 0.00% | 0 | -69 | -100.0% | -$5,448 | 清仓 |
| VICI | VICI PPTYS INC REIT | $0 | 0.00% | 0 | -193 | -100.0% | -$5,427 | 清仓 |
| ETN | EATON CORP PLC F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSP | INVSC S P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -27 | -100.0% | -$5,172 | 清仓 |
| MNDY | MONDAY COM LTD F | $0 | 0.00% | 0 | -35 | -100.0% | -$5,165 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -147 | -100.0% | -$5,148 | 清仓 |
| RTO | RENTOKIL INITIAL PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $0 | 0.00% | 0 | -174 | -100.0% | -$5,126 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -20 | -100.0% | -$5,123 | 清仓 |
| — | AVALONBAY CMNTYS INC REIT | $0 | 0.00% | 0 | -26 | -100.0% | -$4,714 | 清仓 |
| SCHX | SCHWAB US LARGE CAP ETF | $0 | 0.00% | 0 | -169 | -100.0% | -$4,535 | 清仓 |
| — | AMPLIFY DIGITAL PAYMENTS ETF | $0 | 0.00% | 0 | -83 | -100.0% | -$4,338 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$4,059 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -38 | -100.0% | -$4,007 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -35 | -100.0% | -$3,926 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -43 | -100.0% | -$3,765 | 清仓 |
| COR | CENCORA INC CLASS SERIES A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,710 | 清仓 |
| TLT | ISHARES 20 PLS YEAR TREASURY BND ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$3,486 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $0 | 0.00% | 0 | -7 | -100.0% | -$3,281 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -100 | -100.0% | -$3,054 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -19 | -100.0% | -$3,028 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$2,944 | 清仓 |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | $0 | 0.00% | 0 | -23 | -100.0% | -$2,895 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -15 | -100.0% | -$2,611 | 清仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $0 | 0.00% | 0 | -18 | -100.0% | -$2,433 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -31 | -100.0% | -$2,279 | 清仓 |
| ROKU | ROKU INC CLASS A | $0 | 0.00% | 0 | -20 | -100.0% | -$2,170 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -53 | -100.0% | -$2,127 | 清仓 |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $0 | 0.00% | 0 | -33 | -100.0% | -$1,978 | 清仓 |
| SU | SUNCOR ENERGY INC NEW F | $0 | 0.00% | 0 | -41 | -100.0% | -$1,819 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP CLASS CLASS A | $0 | 0.00% | 0 | -9 | -100.0% | -$1,741 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,720 | 清仓 |
| SOUN | SOUNDHOUND AI INC CLASS A | $0 | 0.00% | 0 | -163 | -100.0% | -$1,625 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -68 | -100.0% | -$1,590 | 清仓 |
| TOST | TOAST INC CLASS CLASS A | $0 | 0.00% | 0 | -40 | -100.0% | -$1,420 | 清仓 |
| GRMN | GARMIN LTD F | $0 | 0.00% | 0 | -7 | -100.0% | -$1,420 | 清仓 |
| RCL | ROYAL CARIBBEAN GROU F | $0 | 0.00% | 0 | -5 | -100.0% | -$1,395 | 清仓 |