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 |
|---|---|---|---|---|---|---|---|---|
| — | WARNER BROS DISCOVERY IN | $9,731 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $9,747 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $9,946 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $1.00万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN | $1.05万 | 0.01% | 514 | 1 | 0.2% | $20 | 加仓 |
| BWA | BORGWARNER INC | $1.08万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED F | $1.09万 | 0.01% | 234 | 234 | — | $1.09万 | 新建仓 |
| WMB | WILLIAMS COS INC | $1.09万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET | $1.10万 | 0.01% | 378 | -553 | -59.4% | -$1.60万 | 减仓 |
| PFE | PFIZER INC | $1.10万 | 0.01% | 458 | -35 | -7.1% | -$843 | 减仓 |
| — | PIMCO NY MUNICIPAL INCOM | $1.11万 | 0.01% | 1,564 | 1,564 | — | $1.11万 | 新建仓 |
| FTI | TECHNIPFMC PLC F | $1.11万 | 0.01% | 168 | 168 | — | $1.11万 | 新建仓 |
| IVW | ISHARES S&P 500 GROWTH | $1.13万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $1.15万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $1.17万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD F | $1.17万 | 0.01% | 30 | 30 | — | $1.17万 | 新建仓 |
| SPTI | STATE STREET SPDR | $1.20万 | 0.01% | 423 | 4 | 1.0% | $114 | 加仓 |
| MFC | MANULIFE FINL CORP F | $1.21万 | 0.01% | 299 | 0 | 0.0% | — | 重新持有 |
| TXN | TEXAS INSTRS INC | $1.22万 | 0.01% | 41 | -40 | -49.4% | -$1.19万 | 减仓 |
| PWR | QUANTA SVCS INC | $1.22万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1.23万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1.25万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS IN | $1.25万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANG | $1.26万 | 0.01% | 102 | -50 | -32.9% | -$6,155 | 减仓 |
| BNY | BANK NEW YORK MELLON COR | $1.26万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $1.28万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $1.28万 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $1.28万 | 0.01% | 30 | 13 | 76.5% | $5,540 | 重新持有 |
| GM | GENERAL MTRS CO | $1.28万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $1.29万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.29万 | 0.01% | 11 | -2 | -15.4% | -$2,350 | 减仓 |
| ATI | ATI INC | $1.30万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.30万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $1.31万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $1.32万 | 0.01% | 169 | -76 | -31.0% | -$5,946 | 重新持有 |
| SHW | SHERWIN-WILLIAMS CO | $1.34万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.34万 | 0.01% | 153 | -100 | -39.5% | -$8,777 | 减仓 |
| ABT | ABBOTT LABS | $1.35万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $1.35万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW | $1.35万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.36万 | 0.01% | 390 | 390 | — | $1.36万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $1.36万 | 0.01% | 40 | -45 | -52.9% | -$1.53万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NE | $1.36万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYS INC | $1.39万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P | $1.39万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| — | UNUSUAL WHALES | $1.39万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $1.40万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR | $1.41万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $1.46万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.49万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW | $1.57万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL F | $1.58万 | 0.01% | 263 | 263 | — | $1.58万 | 新建仓 |
| BIIB | BIOGEN INC | $1.60万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $1.61万 | 0.01% | 105 | 105 | — | $1.61万 | 新建仓 |
| SMTC | SEMTECH CORP | $1.62万 | 0.01% | 100 | 99 | 9,900.0% | $1.60万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.66万 | 0.01% | 12 | -6 | -33.3% | -$8,294 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1.66万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.67万 | 0.01% | 806 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL | $1.67万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $1.68万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HLDGS INC | $1.69万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| SPMB | STATE STREET SPDR | $1.70万 | 0.01% | 761 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH | $1.71万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.71万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI | $1.73万 | 0.01% | 169 | 3 | 1.8% | $308 | 加仓 |
| FEZ | STATE STREET SPDR EURO | $1.74万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG F | $1.77万 | 0.01% | 500 | -500 | -50.0% | -$1.77万 | 重新持有 |
| NOW | SERVICENOW INC | $1.79万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $1.79万 | 0.01% | 220 | -80 | -26.7% | -$6,499 | 减仓 |
| TER | TERADYNE INC | $1.79万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $1.82万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $1.83万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $1.87万 | 0.01% | 956 | 956 | — | $1.87万 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL | $1.88万 | 0.01% | 678 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH | $1.88万 | 0.01% | 214 | -1 | -0.5% | -$88 | 减仓 |
| BLK | BLACKROCK INC NEW | $1.92万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES | $1.95万 | 0.01% | 246 | 20 | 8.8% | $1,588 | 加仓 |
| NVO | NOVO-NORDISK A S F | $1.96万 | 0.01% | 409 | -129 | -24.0% | -$6,184 | 重新持有 |
| MET | METLIFE INC | $2.04万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $2.05万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2.06万 | 0.01% | 69 | 4 | 6.2% | $1,192 | 加仓 |
| AZN | ASTRAZENECA PLC F | $2.10万 | 0.01% | 111 | 111 | — | $2.10万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.12万 | 0.01% | 42 | 1 | 2.4% | $505 | 加仓 |
| CSX | CSX CORP | $2.12万 | 0.01% | 447 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2.14万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $2.16万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.19万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD | $2.19万 | 0.01% | 3,212 | 3,212 | — | $2.19万 | 新建仓 |
| IRM | IRON MTN INC NEW | $2.22万 | 0.01% | 176 | 174 | 8,700.0% | $2.20万 | 重新持有 |
| MYN | BLACKROCK MUNIYIELD NY Q | $2.24万 | 0.01% | 2,211 | -171 | -7.2% | -$1,736 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $2.24万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $2.29万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $2.33万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND F | $2.39万 | 0.01% | 192 | -15 | -7.2% | -$1,867 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $2.39万 | 0.01% | 47 | -25 | -34.7% | -$1.27万 | 减仓 |
| KLAC | KLA CORP | $2.41万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD | $2.42万 | 0.01% | 471 | 5 | 1.1% | $257 | 加仓 |
| STRL | STERLING INFRASTRUCTURE | $2.43万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN RTY TR | $2.50万 | 0.01% | 1,000 | 1,000 | — | $2.50万 | 新建仓 |
| MSB | MESABI TR | $2.53万 | 0.01% | 1,000 | 1,000 | — | $2.53万 | 新建仓 |