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 |
|---|---|---|---|---|---|---|---|---|
| CME | CME GROUP INC | $5,742 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $5,795 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $5,929 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $5,933 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $5,946 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $6,055 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $6,151 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $6,152 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FN | FABRINET F | $6,183 | 0.00% | 11 | 11 | — | $6,183 | 新建仓 |
| RTX | RTX CORP | $6,261 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC N | $6,270 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $6,292 | 0.00% | 20 | -15 | -42.9% | -$4,719 | 减仓 |
| LII | LENNOX INTL INC | $6,302 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS | $6,322 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $6,350 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $6,352 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P | $6,379 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX | $6,456 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $6,476 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR | $6,491 | 0.00% | 233 | 233 | — | $6,491 | 新建仓 |
| VST | VISTRA CORP | $6,504 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6,593 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SERVICES | $6,648 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $6,713 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $6,731 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC | $6,774 | 0.00% | 50 | 50 | — | $6,774 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $6,792 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC F | $6,855 | 0.00% | 111 | 111 | — | $6,855 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $6,902 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $6,908 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $6,920 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD F | $6,934 | 0.00% | 519 | -200 | -27.8% | -$2,672 | 重新持有 |
| UAL | UNITED AIRLINES HLDG | $6,935 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS I | $6,954 | 0.00% | 14 | -15 | -51.7% | -$7,451 | 减仓 |
| ROST | ROSS STORES INC | $7,024 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $7,047 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $7,071 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $7,075 | 0.00% | 25 | 14 | 127.3% | $3,962 | 重新持有 |
| ON | ON SEMICONDUCTOR CORP | $7,091 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $7,184 | 0.00% | 91 | 91 | — | $7,184 | 新建仓 |
| RF | REGIONS FINL CORP NEW | $7,248 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $7,255 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $7,272 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA F | $7,364 | 0.00% | 69 | 69 | — | $7,364 | 新建仓 |
| PKG | PACKAGING CORP AMER | $7,387 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $7,426 | 0.00% | 15 | -28 | -65.1% | -$1.39万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $7,520 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $7,567 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| AON | AON PLC F | $7,629 | 0.00% | 23 | 3 | 15.0% | $995 | 重新持有 |
| LNG | CHENIERE ENERGY INC | $7,648 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A F | $7,658 | 0.00% | 138 | 138 | — | $7,658 | 新建仓 |
| MTD | METTLER-TOLEDO INTL INC | $7,665 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BK LTD F | $7,751 | 0.00% | 267 | -62 | -18.8% | -$1,800 | 重新持有 |
| H | HYATT HOTELS CORP | $7,754 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC F | $7,764 | 0.00% | 68 | -72 | -51.4% | -$8,221 | 重新持有 |
| SCZ | ISHARES MSCI EAFE | $7,839 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORP | $7,860 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC F | $7,881 | 0.00% | 48 | 48 | — | $7,881 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS P F | $7,952 | 0.00% | 33 | 33 | — | $7,952 | 新建仓 |
| GSK | GSK PLC ADR F | $7,968 | 0.00% | 152 | 152 | — | $7,968 | 新建仓 |
| RELX | RELX PLC F | $7,981 | 0.00% | 252 | 252 | — | $7,981 | 新建仓 |
| COP | CONOCOPHILLIPS | $8,005 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROU | $8,122 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $8,198 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD F | $8,254 | 0.00% | 86 | 86 | — | $8,254 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $8,258 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORP | $8,282 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $8,306 | 0.00% | 88 | -7 | -7.4% | -$661 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC F | $8,350 | 0.00% | 17 | -4 | -19.0% | -$1,965 | 重新持有 |
| GL | GLOBE LIFE INC | $8,398 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $8,432 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $8,453 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC F | $8,462 | 0.00% | 480 | 480 | — | $8,462 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV S F | $8,487 | 0.00% | 103 | 103 | — | $8,487 | 新建仓 |
| EBAY | EBAY INC | $8,717 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $8,759 | 0.00% | 17 | -23 | -57.5% | -$1.19万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $8,759 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $8,804 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD | $8,810 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $8,877 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS I | $8,922 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $9,034 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR | $9,042 | 0.00% | 301 | 3 | 1.0% | $90 | 加仓 |
| BP | BP P L C F | $9,053 | 0.00% | 245 | 245 | — | $9,053 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC | $9,056 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $9,067 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUIT | $9,082 | 0.00% | 949 | -1,898 | -66.7% | -$1.82万 | 重新持有 |
| WFC | WELLS FARGO & CO | $9,090 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $9,210 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE F | $9,247 | 0.00% | 60 | -6 | -9.1% | -$925 | 重新持有 |
| INTC | INTEL CORP | $9,275 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP | $9,287 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COMPANIES CLA A | $9,293 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $9,349 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| NANR | STATE STREET SPDR S&P | $9,438 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC | $9,523 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE | $9,537 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC F | $9,625 | 0.00% | 359 | 359 | — | $9,625 | 新建仓 |
| IWP | ISHARES RUSSELL MID-CAP | $9,663 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE | $9,682 | 0.00% | 49 | 0 | 0.0% | — | 不变 |