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 |
|---|---|---|---|---|---|---|---|---|
| VSNT | VERSANT MEDIA GROUP INC | $1,260 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $1,405 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,595 | 0.00% | 141 | -17 | -10.8% | -$192 | 减仓 |
| CDE | COEUR MNG INC | $1,632 | 0.00% | 100 | 100 | — | $1,632 | 新建仓 |
| NAK | NORTHERN DYNASTY MINER F | $1,692 | 0.00% | 881 | 881 | — | $1,692 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,735 | 0.00% | 100 | 99 | 9,900.0% | $1,718 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP C | $1,789 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP F | $1,859 | 0.00% | 140 | 0 | 0.0% | — | 重新持有 |
| XYZ | BLOCK INC A | $2,128 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $2,204 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $2,558 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $2,653 | 0.00% | 12 | 12 | — | $2,653 | 新建仓 |
| HON | HONEYWELL INTL INC | $2,687 | 0.00% | 12 | -12 | -50.0% | -$2,687 | 减仓 |
| AXON | AXON ENTERPRISE INC | $2,803 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD F | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| ARCC | ARES CAP CORP EQUITY | $2,872 | 0.00% | 155 | -155 | -50.0% | -$2,872 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $2,984 | 0.00% | 22 | -44 | -66.7% | -$5,968 | 减仓 |
| ETR | ENTERGY CORP NEW | $2,986 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC | $3,026 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3,133 | 0.00% | 20 | -74 | -78.7% | -$1.16万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,192 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE | $3,215 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $3,338 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $3,355 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS | $3,359 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $3,395 | 0.00% | 2 | -7 | -77.8% | -$1.19万 | 减仓 |
| IQLT | ISHARES MSCI INTL | $3,469 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $3,516 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD F | $3,607 | 0.00% | 45 | 45 | — | $3,607 | 新建仓 |
| AME | AMETEK INC NEW | $3,629 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3,677 | 0.00% | 23 | -14 | -37.8% | -$2,238 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $3,811 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY DIGITAL PAYMENTS | $3,843 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $3,906 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $3,964 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD F | $3,984 | 0.00% | 100 | 100 | — | $3,984 | 新建仓 |
| NATL | NCR ATLEOS CORP | $4,124 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $4,128 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $4,144 | 0.00% | 45 | -60 | -57.1% | -$5,525 | 减仓 |
| AFG | AMERICAN FINL GROUP INC | $4,198 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $4,201 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $4,251 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $4,252 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $4,254 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $4,257 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $4,283 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE UNIVERSAL | $4,292 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVCS | $4,308 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $4,339 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $4,365 | 0.00% | 7 | -7 | -50.0% | -$4,365 | 减仓 |
| VBK | VANGUARD SMALL-CAP | $4,388 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $4,410 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $4,434 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $4,448 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC | $4,448 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $4,536 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $4,553 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $4,579 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCS INC | $4,595 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC F | $4,633 | 0.00% | 22 | 22 | — | $4,633 | 新建仓 |
| PCAR | PACCAR INC | $4,685 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD F | $4,697 | 0.00% | 178 | 178 | — | $4,697 | 新建仓 |
| TGT | TARGET CORP EQUITY | $4,702 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U.S. DIVIDEND | $4,725 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $4,738 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HOLDINGS F | $4,754 | 0.00% | 15 | 15 | — | $4,754 | 新建仓 |
| USA | LIBERTY ALL-STAR EQUITY | $4,758 | 0.00% | 819 | 819 | — | $4,758 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,772 | 0.00% | 12 | -6 | -33.3% | -$2,386 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $4,821 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $4,925 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $4,927 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $4,930 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $4,940 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTMT INC | $4,944 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $4,952 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER-DANIELS MIDLAND C | $4,966 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $4,984 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $5,051 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC F | $5,060 | 0.00% | 66 | 66 | — | $5,060 | 新建仓 |
| NDSN | NORDSON CORP | $5,129 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $5,143 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $5,195 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $5,198 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS IN | $5,205 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5,212 | 0.00% | 51 | -207 | -80.2% | -$2.12万 | 减仓 |
| TFC | TRUIST FINL CORP | $5,231 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $5,256 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $5,294 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $5,301 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| WT | WISDOMTREE INC | $5,319 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $5,328 | 0.00% | 4 | -4 | -50.0% | -$5,328 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,378 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $5,389 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC F | $5,428 | 0.00% | 70 | 70 | — | $5,428 | 新建仓 |
| QUAL | ISHARES MSCI USA QUALITY | $5,486 | 0.00% | 25 | -15 | -37.5% | -$3,292 | 减仓 |
| GDOT | GREEN DOT CORP | $5,499 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP F | $5,507 | 0.00% | 106 | 106 | — | $5,507 | 新建仓 |
| IP | INTERNTNL PAPER CO | $5,509 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $5,579 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $5,675 | 0.00% | 72 | 0 | 0.0% | — | 不变 |