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 |
|---|---|---|---|---|---|---|---|---|
| — | PROTAGENIC THERAPEUTICS | $12 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $15 | 0.00% | 1 | -99 | -99.0% | -$1,485 | 减仓 |
| — | CELULARITY INC | $25 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $70 | 0.00% | 10 | -11 | -52.4% | -$77 | 减仓 |
| SMTC | SEMTECH CORP | $77 | 0.00% | 1 | 1 | — | $77 | 新建仓 |
| VTRS | VIATRIS INC | $108 | 0.00% | 8 | -260 | -97.0% | -$3,510 | 减仓 |
| RBLX | ROBLOX CORP | $113 | 0.00% | 2 | -26 | -92.9% | -$1,469 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $120 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $185 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS I | $216 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND | $281 | 0.00% | 4 | -86 | -95.6% | -$6,042 | 减仓 |
| — | TILRAY BRANDS INC | $324 | 0.00% | 50 | 50 | — | $324 | 新建仓 |
| BAI | ISHARES A.I. INNOVATION | $494 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE | $550 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $569 | 0.00% | 8 | -3 | -27.3% | -$213 | 减仓 |
| MTUM | ISHARES MSCI USA | $720 | 0.00% | 3 | -47 | -94.0% | -$1.13万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY | $726 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME | $727 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNO | $882 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $893 | 0.00% | 3 | 3 | — | $893 | 新建仓 |
| TLH | ISHARES 10-20 YEAR | $1,007 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| THRO | ISHARES U.S. THEMATIC | $1,014 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH | $1,114 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1,122 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1,296 | 0.00% | 35 | 35 | — | $1,296 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $1,312 | 0.00% | 29 | 29 | — | $1,312 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP C | $1,371 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1,684 | 0.00% | 11 | 11 | — | $1,684 | 新建仓 |
| XYZ | BLOCK INC A | $1,685 | 0.00% | 28 | 28 | — | $1,685 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $1,703 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $1,950 | 0.00% | 54 | 54 | — | $1,950 | 新建仓 |
| DXCM | DEXCOM INC | $2,010 | 0.00% | 32 | 32 | — | $2,010 | 新建仓 |
| CTAS | CINTAS CORP | $2,030 | 0.00% | 12 | 11 | 1,100.0% | $1,861 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,032 | 0.00% | 40 | 40 | — | $2,032 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $2,064 | 0.00% | 28 | 28 | — | $2,064 | 新建仓 |
| WM | WASTE MGMT INC DEL | $2,068 | 0.00% | 9 | 7 | 350.0% | $1,608 | 加仓 |
| KD | KYNDRYL HLDGS INC | $2,073 | 0.00% | 158 | 41 | 35.0% | $538 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2,106 | 0.00% | 7 | 7 | — | $2,106 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $2,123 | 0.00% | 5 | 4 | 400.0% | $1,698 | 加仓 |
| PRI | PRIMERICA INC | $2,254 | 0.00% | 9 | 9 | — | $2,254 | 新建仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS | $2,297 | 0.00% | 34 | -68 | -66.7% | -$4,594 | 减仓 |
| MKSI | MKS INC | $2,298 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORP | $2,353 | 0.00% | 37 | 37 | — | $2,353 | 新建仓 |
| RS | RELIANCE INC | $2,431 | 0.00% | 8 | 8 | — | $2,431 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $2,442 | 0.00% | 17 | 17 | — | $2,442 | 新建仓 |
| DYNF | ISHARES U.S. EQUITY | $2,444 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM | $2,498 | 0.00% | 50 | 50 | — | $2,498 | 新建仓 |
| TSN | TYSON FOODS INC | $2,499 | 0.00% | 39 | 39 | — | $2,499 | 新建仓 |
| — | AIR LEASE CORP | $2,533 | 0.00% | 39 | 39 | — | $2,533 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $2,536 | 0.00% | 44 | -97 | -68.8% | -$5,591 | 减仓 |
| HIG | HARTFORD INS GROUP INC | $2,569 | 0.00% | 19 | -238 | -92.6% | -$3.22万 | 减仓 |
| SEIC | SEI INVTS CO | $2,590 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $2,672 | 0.00% | 25 | 25 | — | $2,672 | 新建仓 |
| AES | AES CORP | $2,691 | 0.00% | 191 | 191 | — | $2,691 | 新建仓 |
| IT | GARTNER INC | $2,692 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $2,758 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC. | $2,802 | 0.00% | 10 | 10 | — | $2,802 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,806 | 0.00% | 33 | 33 | — | $2,806 | 新建仓 |
| ETR | ENTERGY CORP NEW | $2,921 | 0.00% | 26 | 26 | — | $2,921 | 新建仓 |
| INTC | INTEL CORP | $2,931 | 0.00% | 66 | -93 | -58.5% | -$4,130 | 减仓 |
| UPS | UNITED PARCEL SVC INC | $2,951 | 0.00% | 30 | 30 | — | $2,951 | 新建仓 |
| PGR | PROGRESSIVE CORP OH | $2,974 | 0.00% | 15 | 15 | — | $2,974 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVCS | $3,008 | 0.00% | 12 | 12 | — | $3,008 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $3,023 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3,088 | 0.00% | 43 | 43 | — | $3,088 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,101 | 0.00% | 27 | 27 | — | $3,101 | 新建仓 |
| EFV | ISHARES MSCI EAFE VALUE | $3,123 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC | $3,130 | 0.00% | 23 | 23 | — | $3,130 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $3,151 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $3,176 | 0.00% | 29 | 29 | — | $3,176 | 新建仓 |
| KEY | KEYCORP NEW | $3,188 | 0.00% | 159 | 159 | — | $3,188 | 新建仓 |
| AME | AMETEK INC NEW | $3,215 | 0.00% | 15 | 15 | — | $3,215 | 新建仓 |
| ELV | ELEVANCE HEALTH INC | $3,220 | 0.00% | 11 | -8 | -42.1% | -$2,342 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $3,231 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL | $3,236 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $3,281 | 0.00% | 16 | 16 | — | $3,281 | 新建仓 |
| ALL | ALLSTATE CORP | $3,317 | 0.00% | 16 | 16 | — | $3,317 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $3,330 | 0.00% | 47 | -23 | -32.9% | -$1,630 | 重新持有 |
| HRB | BLOCK H & R INC | $3,333 | 0.00% | 105 | 81 | 337.5% | $2,571 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,384 | 0.00% | 13 | -1 | -7.1% | -$260 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $3,388 | 0.00% | 12 | 12 | — | $3,388 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $3,390 | 0.00% | 49 | 43 | 716.7% | $2,975 | 加仓 |
| STT | STATE STR CORP | $3,417 | 0.00% | 27 | 27 | — | $3,417 | 新建仓 |
| RVTY | REVVITY INC | $3,417 | 0.00% | 39 | 39 | — | $3,417 | 新建仓 |
| XYL | XYLEM INC | $3,466 | 0.00% | 29 | 29 | — | $3,466 | 新建仓 |
| SRE | SEMPRA | $3,498 | 0.00% | 36 | -21 | -36.8% | -$2,040 | 减仓 |
| PHIN | PHINIA INC | $3,559 | 0.00% | 52 | 52 | — | $3,559 | 新建仓 |
| RGLD | ROYAL GOLD INC | $3,563 | 0.00% | 14 | 14 | — | $3,563 | 新建仓 |
| — | AMPLIFY DIGITAL PAYMENTS | $3,568 | 0.00% | 83 | 0 | 0.0% | — | 重新持有 |
| VMI | VALMONT INDS INC | $3,596 | 0.00% | 9 | 9 | — | $3,596 | 新建仓 |
| VBK | VANGUARD SMALL-CAP | $3,627 | 0.00% | 12 | -9 | -42.9% | -$2,720 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $3,643 | 0.00% | 153 | 153 | — | $3,643 | 新建仓 |
| ESI | ELEMENT SOLUTIONS IN | $3,721 | 0.00% | 109 | 109 | — | $3,721 | 新建仓 |
| IQV | IQVIA HLDGS INC | $3,752 | 0.00% | 22 | 22 | — | $3,752 | 新建仓 |
| AOS | SMITH A O CORP | $3,759 | 0.00% | 57 | 57 | — | $3,759 | 新建仓 |
| APD | AIR PRODS & CHEMS INC | $3,776 | 0.00% | 13 | -14 | -51.9% | -$4,066 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOL | $3,804 | 0.00% | 62 | 62 | — | $3,804 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $3,808 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINL GROUP INC | $3,831 | 0.00% | 30 | 30 | — | $3,831 | 新建仓 |
| — | HOLOGIC INC | $3,855 | 0.00% | 51 | 51 | — | $3,855 | 新建仓 |