United Financial Planning Group LLC
HAUPPAUGE NY · SEC CIK 0002088337
$1.97亿2026Q2 申报市值
465持仓数
76.4%前十大占比 · 第一大 17.9%
55 / 81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
VTV 加仓+$146.06万
VEA 加仓+$106.07万
VUG 加仓+$80.53万
BSV 加仓+$49.71万
IWD 加仓+$48.00万
2026Q2 卖出最多 按季末市值估算
B 重新持有-$23.86万
SCHO 清仓-$20.98万
VBR 减仓-$19.83万
SCHQ 清仓-$17.97万
IBB 清仓-$9.42万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB SHORT-TERM U.S. | $0 | 0.00% | 0 | -8,646 | -100.0% | -$20.98万 | 清仓 |
| SCHQ | SCHWAB LONG-TERM U.S. | $0 | 0.00% | 0 | -5,718 | -100.0% | -$17.97万 | 清仓 |
| IBB | ISHARES BIOTECHNOLOGY | $0 | 0.00% | 0 | -558 | -100.0% | -$9.42万 | 清仓 |
| PDBC | INVESCO OPTIMUM YIELD | $0 | 0.00% | 0 | -4,854 | -100.0% | -$8.41万 | 清仓 |
| — | INVESCO S&P GLOBAL WATER | $0 | 0.00% | 0 | -1,060 | -100.0% | -$6.78万 | 清仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $0 | 0.00% | 0 | -458 | -100.0% | -$2.29万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -1,125 | -100.0% | -$1.73万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -178 | -100.0% | -$1.66万 | 清仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY | $0 | 0.00% | 0 | -236 | -100.0% | -$1.31万 | 清仓 |
| — | EMERALD HLDG INC | $0 | 0.00% | 0 | -2,866 | -100.0% | -$1.29万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -22 | -100.0% | -$1.24万 | 清仓 |
| ZION | ZIONS BANCORP N A | $0 | 0.00% | 0 | -164 | -100.0% | -$9,450 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -111 | -100.0% | -$9,415 | 清仓 |
| ACAD | ACADIA PHARMACEUTICALS I | $0 | 0.00% | 0 | -384 | -100.0% | -$8,548 | 清仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $0 | 0.00% | 0 | -312 | -100.0% | -$8,302 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -77 | -100.0% | -$6,808 | 清仓 |
| NFG | NTNL FUEL GAS CO | $0 | 0.00% | 0 | -71 | -100.0% | -$6,671 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -130 | -100.0% | -$6,040 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -809 | -100.0% | -$5,914 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -115 | -100.0% | -$5,210 | 清仓 |
| VHT | VANGUARD HEALTH CARE | $0 | 0.00% | 0 | -19 | -100.0% | -$5,190 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -56 | -100.0% | -$5,180 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -43 | -100.0% | -$5,083 | 清仓 |
| NPKI | NPK INTERNTNL INC | $0 | 0.00% | 0 | -342 | -100.0% | -$4,956 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -55 | -100.0% | -$4,688 | 清仓 |
| CRL | CHARLES RIV LABORATORIES | $0 | 0.00% | 0 | -27 | -100.0% | -$4,658 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -54 | -100.0% | -$4,571 | 清仓 |
| NGVT | INGEVITY CORP | $0 | 0.00% | 0 | -62 | -100.0% | -$4,416 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -28 | -100.0% | -$4,402 | 清仓 |
| CNOB | CONNECTONE BANCORP INC N | $0 | 0.00% | 0 | -164 | -100.0% | -$4,390 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -79 | -100.0% | -$4,173 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -38 | -100.0% | -$4,169 | 清仓 |
| EXP | EAGLE MATLS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$4,168 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -51 | -100.0% | -$3,931 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $0 | 0.00% | 0 | -48 | -100.0% | -$3,886 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -51 | -100.0% | -$3,855 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOL | $0 | 0.00% | 0 | -62 | -100.0% | -$3,804 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -57 | -100.0% | -$3,759 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -14 | -100.0% | -$3,563 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -29 | -100.0% | -$3,466 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -49 | -100.0% | -$3,390 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -105 | -100.0% | -$3,333 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -47 | -100.0% | -$3,330 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$3,317 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $0 | 0.00% | 0 | -50 | -100.0% | -$3,231 | 清仓 |
| KEY | KEYCORP NEW | $0 | 0.00% | 0 | -159 | -100.0% | -$3,188 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -29 | -100.0% | -$3,176 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -22 | -100.0% | -$3,151 | 清仓 |
| PGR | PROGRESSIVE CORP OH | $0 | 0.00% | 0 | -15 | -100.0% | -$2,974 | 清仓 |
| UPS | UNITED PARCEL SVC INC | $0 | 0.00% | 0 | -30 | -100.0% | -$2,951 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -33 | -100.0% | -$2,806 | 清仓 |
| AYI | ACUITY INC. | $0 | 0.00% | 0 | -10 | -100.0% | -$2,802 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -191 | -100.0% | -$2,691 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$2,672 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -33 | -100.0% | -$2,590 | 清仓 |
| HIG | HARTFORD INS GROUP INC | $0 | 0.00% | 0 | -19 | -100.0% | -$2,569 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -44 | -100.0% | -$2,536 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -39 | -100.0% | -$2,533 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$2,499 | 清仓 |
| VTIP | VANGUARD SHORT-TERM | $0 | 0.00% | 0 | -50 | -100.0% | -$2,498 | 清仓 |
| DYNF | ISHARES U.S. EQUITY | $0 | 0.00% | 0 | -42 | -100.0% | -$2,444 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,442 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -8 | -100.0% | -$2,431 | 清仓 |
| HWC | HANCOCK WHITNEY CORP | $0 | 0.00% | 0 | -37 | -100.0% | -$2,353 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS | $0 | 0.00% | 0 | -34 | -100.0% | -$2,297 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$2,106 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -9 | -100.0% | -$2,068 | 清仓 |
| HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | -28 | -100.0% | -$2,064 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$2,032 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$2,030 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -32 | -100.0% | -$2,010 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -54 | -100.0% | -$1,950 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,684 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -29 | -100.0% | -$1,312 | 清仓 |
| THRO | ISHARES U.S. THEMATIC | $0 | 0.00% | 0 | -28 | -100.0% | -$1,014 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$893 | 清仓 |
| BINC | ISHARES FLEXIBLE INCOME | $0 | 0.00% | 0 | -14 | -100.0% | -$727 | 清仓 |
| MTUM | ISHARES MSCI USA | $0 | 0.00% | 0 | -3 | -100.0% | -$720 | 清仓 |
| BAI | ISHARES A.I. INNOVATION | $0 | 0.00% | 0 | -15 | -100.0% | -$494 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND | $0 | 0.00% | 0 | -4 | -100.0% | -$281 | 清仓 |
| — | PROTAGENIC THERAPEUTICS | $0 | 0.00% | 0 | -17 | -100.0% | -$12 | 清仓 |
| — | CELULARITY INC | $11 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $64 | 0.00% | 4 | -4 | -50.0% | -$64 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $77 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $109 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $127 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS I | $142 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $222 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $225 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $271 | 0.00% | 100 | 99 | 9,900.0% | $268 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $320 | 0.00% | 5 | -3 | -37.5% | -$192 | 减仓 |
| IAGG | ISHARES CORE | $557 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNO | $735 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $820 | 0.00% | 10 | -4 | -28.6% | -$328 | 减仓 |
| IREN | IREN LTD F | $915 | 0.00% | 20 | 20 | — | $915 | 新建仓 |
| TLH | ISHARES 10-20 YEAR | $1,004 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY | $1,009 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP F | $1,088 | 0.00% | 4 | 4 | — | $1,088 | 新建仓 |
| NXDT | NEXPOINT DIVERSIFIED REA | $1,126 | 0.00% | 217 | 217 | — | $1,126 | 新建仓 |
| EFG | ISHARES MSCI EAFE GROWTH | $1,244 | 0.00% | 10 | 0 | 0.0% | — | 不变 |