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 |
|---|---|---|---|---|---|---|---|---|
| VMBS | VANGUARD MORTGAGE BACKED SEC ETF | $0 | 0.00% | 0 | -29 | -100.0% | -$1,365 | 清仓 |
| HYLB | XTRACKERS USD HIGH YIELD COR BND ETF | $0 | 0.00% | 0 | -36 | -100.0% | -$1,326 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1,293 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -39 | -100.0% | -$1,142 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC F | $0 | 0.00% | 0 | -13 | -100.0% | -$1,109 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$1,105 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$1,090 | 清仓 |
| QSR | RESTAURANT BRANDS INTL F | $0 | 0.00% | 0 | -14 | -100.0% | -$955 | 清仓 |
| FTRE | FORTREA HLDGS INC | $0 | 0.00% | 0 | -54 | -100.0% | -$932 | 清仓 |
| NOK | NOKIA CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -4 | -100.0% | -$900 | 清仓 |
| MARA | MARA HLDGS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$898 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$834 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$809 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -2 | -100.0% | -$807 | 清仓 |
| SOPH | SOPHIA GENETICS SA F | $0 | 0.00% | 0 | -170 | -100.0% | -$794 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$793 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$665 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$659 | 清仓 |
| VOD | VODAFONE GROUP PLC NEW F SPONSORED ADR 1 ADR REPS 10 ORD SHS | $0 | 0.00% | 0 | -48 | -100.0% | -$634 | 清仓 |
| — | APELLIS PHARMACEUTICALS | $0 | 0.00% | 0 | -24 | -100.0% | -$603 | 清仓 |
| SLVM | SYLVAMO CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$576 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$562 | 清仓 |
| RKLB | ROCKET LAB CORP CLASS CLASS A | $0 | 0.00% | 0 | -8 | -100.0% | -$558 | 清仓 |
| BITO | PROSHARES BITCOIN ETF | $0 | 0.00% | 0 | -45 | -100.0% | -$547 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$521 | 清仓 |
| PSA | PUBLIC STORAGE REIT | $0 | 0.00% | 0 | -2 | -100.0% | -$519 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $0 | 0.00% | 0 | -14 | -100.0% | -$518 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2 | -100.0% | -$518 | 清仓 |
| PGX | INVESCO PREFERRED ETF | $0 | 0.00% | 0 | -46 | -100.0% | -$517 | 清仓 |
| ASTS | AST SPACEMOBILE INC CLASS A | $0 | 0.00% | 0 | -7 | -100.0% | -$508 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$470 | 清仓 |
| WFRD | WEATHERFORD INTL PLC F | $0 | 0.00% | 0 | -6 | -100.0% | -$470 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALI | $0 | 0.00% | 0 | -250 | -100.0% | -$468 | 清仓 |
| CNM | CORE & MAIN INC CLASS A | $0 | 0.00% | 0 | -9 | -100.0% | -$468 | 清仓 |
| DNA | GINKGO BIOWORKS HLDG CLASS CLASS A | $0 | 0.00% | 0 | -55 | -100.0% | -$457 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$456 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$455 | 清仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $0 | 0.00% | 0 | -21 | -100.0% | -$455 | 清仓 |
| — | TILRAY BRANDS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$452 | 清仓 |
| SOC | SABLE OFFSHORE CORP CLASS A | $0 | 0.00% | 0 | -50 | -100.0% | -$451 | 清仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$445 | 清仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YLD BND ETF | $0 | 0.00% | 0 | -15 | -100.0% | -$440 | 清仓 |
| VIK | VIKING HLDGS LTD F | $0 | 0.00% | 0 | -6 | -100.0% | -$428 | 清仓 |
| CVNA | CARVANA CO CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | -$422 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS CLASS A | $0 | 0.00% | 0 | -8 | -100.0% | -$413 | 清仓 |
| DDOG | DATADOG INC CLASS A | $0 | 0.00% | 0 | -3 | -100.0% | -$408 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTION | $0 | 0.00% | 0 | -50 | -100.0% | -$398 | 清仓 |
| FTAI | FTAI AVIATION LTD F | $0 | 0.00% | 0 | -2 | -100.0% | -$394 | 清仓 |
| — | MARKER THERAPEUTICS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$373 | 清仓 |
| SUI | SUN CMNTYS INC REIT | $0 | 0.00% | 0 | -3 | -100.0% | -$372 | 清仓 |
| BROS | DUTCH BROS INC CLASS A | $0 | 0.00% | 0 | -6 | -100.0% | -$367 | 清仓 |
| UDR | UDR INC REIT | $0 | 0.00% | 0 | -10 | -100.0% | -$367 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$358 | 清仓 |
| SGI | SOMNIGROUP INTERNTNL | $0 | 0.00% | 0 | -4 | -100.0% | -$357 | 清仓 |
| VKTX | VIKING THERAPEUTICS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$352 | 清仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$350 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CLASS CLASS A | $0 | 0.00% | 0 | -4 | -100.0% | -$337 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$322 | 清仓 |
| LAB | STANDARD BIOTOOLS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$320 | 清仓 |
| MSTR | STRATEGY INC CLASS A | $0 | 0.00% | 0 | -2 | -100.0% | -$304 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$293 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC D | $0 | 0.00% | 0 | -2 | -100.0% | -$290 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -7 | -100.0% | -$290 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$288 | 清仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $0 | 0.00% | 0 | -15 | -100.0% | -$281 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$273 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -2 | -100.0% | -$272 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE F | $0 | 0.00% | 0 | -12 | -100.0% | -$268 | 清仓 |
| P | PURE STORAGE INC CLASS CLASS A | $0 | 0.00% | 0 | -4 | -100.0% | -$268 | 清仓 |
| CAR | AVIS BUDGET GROUP INC | $0 | 0.00% | 0 | -2 | -100.0% | -$257 | 清仓 |
| LAMR | LAMAR ADVERTISING CO NEW REIT | $0 | 0.00% | 0 | -2 | -100.0% | -$253 | 清仓 |
| HEI/A | HEICO CORP NEW CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | -$252 | 清仓 |
| NBIS | NEBIUS GROUP N V A F CLASS A | $0 | 0.00% | 0 | -3 | -100.0% | -$251 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORP CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | -$243 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$238 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$238 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -7 | -100.0% | -$235 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$229 | 清仓 |
| ESTC | ELASTIC N V F | $0 | 0.00% | 0 | -3 | -100.0% | -$226 | 清仓 |
| — | CLEAR CHANNEL OUTDOOR HL | $0 | 0.00% | 0 | -100 | -100.0% | -$221 | 清仓 |
| — | QUANTUM-SI INC CLASS A | $0 | 0.00% | 0 | -200 | -100.0% | -$220 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$218 | 清仓 |
| WDAY | WORKDAY INC CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | -$215 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -2 | -100.0% | -$214 | 清仓 |
| NCNO | NCINO INC NEW | $0 | 0.00% | 0 | -8 | -100.0% | -$205 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$201 | 清仓 |
| — | CARDLYTICS INC | $0 | 0.00% | 0 | -175 | -100.0% | -$201 | 清仓 |
| DBX | DROPBOX INC CLASS CLASS A | $0 | 0.00% | 0 | -7 | -100.0% | -$195 | 清仓 |
| BSY | BENTLEY SYS INC CLASS B | $0 | 0.00% | 0 | -5 | -100.0% | -$191 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW REIT | $0 | 0.00% | 0 | -1 | -100.0% | -$185 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$179 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -1 | -100.0% | -$179 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1 | -100.0% | -$174 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1 | -100.0% | -$166 | 清仓 |
| IRM | IRON MTN INC NEW REIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEAM | ATLASSIAN CORP CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | -$162 | 清仓 |
| ALLE | ALLEGION PUB LTD CO F | $0 | 0.00% | 0 | -1 | -100.0% | -$159 | 清仓 |
| — | NEURONETICS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$138 | 清仓 |
| PLUG | PLUG PWR INC | $2 | 0.00% | 1 | -99 | -99.0% | -$198 | 减仓 |