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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC | $7,149 | 0.00% | 33 | 3 | 10.0% | $650 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $7,261 | 0.00% | 26 | 26 | — | $7,261 | 新建仓 |
| FHN | FIRST HORIZON CORP | $7,351 | 0.00% | 323 | 323 | — | $7,351 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC | $7,373 | 0.00% | 15 | 15 | — | $7,373 | 新建仓 |
| VDE | VANGUARD ENERGY INDEX | $7,441 | 0.00% | 43 | 43 | — | $7,441 | 新建仓 |
| SCZ | ISHARES MSCI EAFE | $7,471 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $7,521 | 0.00% | 31 | 22 | 244.4% | $5,337 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP | $7,525 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $7,540 | 0.00% | 33 | 33 | — | $7,540 | 新建仓 |
| MTD | METTLER-TOLEDO INTL INC | $7,567 | 0.00% | 6 | 6 | — | $7,567 | 新建仓 |
| GWW | GRAINGER W W INC | $7,636 | 0.00% | 7 | 7 | — | $7,636 | 新建仓 |
| QUAL | ISHARES MSCI USA QUALITY | $7,672 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $7,679 | 0.00% | 26 | 9 | 52.9% | $2,658 | 加仓 |
| EVR | EVERCORE INC | $7,761 | 0.00% | 26 | 26 | — | $7,761 | 新建仓 |
| SHAK | SHAKE SHACK INC | $7,785 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD | $7,865 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $7,907 | 0.00% | 126 | 126 | — | $7,907 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $7,999 | 0.00% | 18 | 18 | — | $7,999 | 新建仓 |
| UNM | UNUM GROUP | $8,179 | 0.00% | 112 | 112 | — | $8,179 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS I | $8,210 | 0.00% | 27 | 20 | 285.7% | $6,081 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $8,278 | 0.00% | 110 | 110 | — | $8,278 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $8,298 | 0.00% | 18 | 9 | 100.0% | $4,149 | 加仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $8,302 | 0.00% | 312 | 312 | — | $8,302 | 新建仓 |
| RKT | ROCKET COMPANIES CLA A | $8,408 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $8,447 | 0.00% | 128 | 128 | — | $8,447 | 新建仓 |
| IWP | ISHARES RUSSELL MID-CAP | $8,456 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $8,464 | 0.01% | 144 | 144 | — | $8,464 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS I | $8,548 | 0.01% | 384 | 384 | — | $8,548 | 新建仓 |
| WFC | WELLS FARGO & CO | $8,757 | 0.01% | 110 | -5 | -4.3% | -$398 | 减仓 |
| BWA | BORGWARNER INC | $8,844 | 0.01% | 163 | 163 | — | $8,844 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE | $8,868 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR | $8,965 | 0.01% | 298 | 2 | 0.7% | $60 | 加仓 |
| MBB | ISHARES MBS ETF | $9,015 | 0.01% | 95 | -54 | -36.2% | -$5,124 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE | $9,030 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $9,080 | 0.01% | 32 | 31 | 3,100.0% | $8,796 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $9,202 | 0.01% | 45 | 43 | 2,150.0% | $8,793 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $9,272 | 0.01% | 8 | 3 | 60.0% | $3,477 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH | $9,275 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $9,333 | 0.01% | 17 | 14 | 466.7% | $7,686 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $9,358 | 0.01% | 46 | -33 | -41.8% | -$6,713 | 减仓 |
| ICLN | ISHARES GLOBAL CLEAN | $9,376 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $9,415 | 0.01% | 111 | 43 | 63.2% | $3,647 | 加仓 |
| ZION | ZIONS BANCORP N A | $9,450 | 0.01% | 164 | 164 | — | $9,450 | 新建仓 |
| ATI | ATI INC | $9,600 | 0.01% | 66 | 66 | — | $9,600 | 新建仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $9,693 | 0.01% | 105 | 45 | 75.0% | $4,154 | 加仓 |
| MTZ | MASTEC INC | $9,974 | 0.01% | 31 | 30 | 3,000.0% | $9,652 | 加仓 |
| — | WARNER BROS DISCOVERY IN | $1.00万 | 0.01% | 365 | 248 | 212.0% | $6,810 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.00万 | 0.01% | 35 | 20 | 133.3% | $5,740 | 加仓 |
| JBL | JABIL INC | $1.01万 | 0.01% | 38 | 36 | 1,800.0% | $9,563 | 加仓 |
| COP | CONOCOPHILLIPS | $1.02万 | 0.01% | 77 | 52 | 208.0% | $6,864 | 加仓 |
| CDNS | CADENCE DESIGN SYS INC | $1.03万 | 0.01% | 37 | 36 | 3,600.0% | $1.00万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NE | $1.03万 | 0.01% | 142 | -3 | -2.1% | -$217 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.03万 | 0.01% | 74 | 72 | 3,600.0% | $1.00万 | 加仓 |
| BNY | BANK NEW YORK MELLON COR | $1.03万 | 0.01% | 87 | 87 | — | $1.03万 | 新建仓 |
| MCK | MCKESSON CORP | $1.04万 | 0.01% | 12 | 10 | 500.0% | $8,653 | 加仓 |
| WCC | WESCO INTL INC | $1.04万 | 0.01% | 38 | 2 | 5.6% | $547 | 加仓 |
| ECHO | ECHOSTAR CORP | $1.04万 | 0.01% | 89 | 89 | — | $1.04万 | 新建仓 |
| NANR | STATE STREET SPDR S&P | $1.05万 | 0.01% | 125 | 125 | — | $1.05万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $1.06万 | 0.01% | 59 | 59 | — | $1.06万 | 新建仓 |
| WMB | WILLIAMS COS INC | $1.07万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.08万 | 0.01% | 88 | 68 | 340.0% | $8,349 | 加仓 |
| REGN | REGENERON PHARMACEUTICAL | $1.08万 | 0.01% | 14 | 7 | 100.0% | $5,408 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.09万 | 0.01% | 135 | 135 | — | $1.09万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1.09万 | 0.01% | 182 | 182 | — | $1.09万 | 新建仓 |
| TER | TERADYNE INC | $1.10万 | 0.01% | 37 | 37 | — | $1.10万 | 新建仓 |
| GEV | GE VERNOVA INC | $1.13万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P | $1.14万 | 0.01% | 195 | 195 | — | $1.14万 | 新建仓 |
| — | UNUSUAL WHALES | $1.16万 | 0.01% | 276 | 276 | — | $1.16万 | 新建仓 |
| INTU | INTUIT | $1.17万 | 0.01% | 27 | 16 | 145.5% | $6,918 | 加仓 |
| KLAC | KLA CORP | $1.18万 | 0.01% | 8 | 5 | 166.7% | $7,362 | 加仓 |
| STRL | STERLING INFRASTRUCTURE | $1.18万 | 0.01% | 29 | 29 | — | $1.18万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $1.18万 | 0.01% | 25 | 25 | — | $1.18万 | 新建仓 |
| SPSM | STATE STREET SPDR | $1.18万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1.19万 | 0.01% | 22 | 22 | — | $1.19万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS IN | $1.19万 | 0.01% | 158 | 150 | 1,875.0% | $1.13万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.19万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1.20万 | 0.01% | 49 | -19 | -27.9% | -$4,639 | 减仓 |
| SPTI | STATE STREET SPDR | $1.20万 | 0.01% | 419 | 3 | 0.7% | $86 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.22万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.24万 | 0.01% | 166 | 166 | — | $1.24万 | 新建仓 |
| DE | DEERE & CO | $1.24万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $1.24万 | 0.01% | 60 | -143 | -70.4% | -$2.96万 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $1.25万 | 0.01% | 39 | 39 | — | $1.25万 | 新建仓 |
| VLO | VALERO ENERGY CORP NEW | $1.28万 | 0.01% | 52 | -51 | -49.5% | -$1.26万 | 减仓 |
| — | EMERALD HLDG INC | $1.29万 | 0.01% | 2,866 | -685 | -19.3% | -$3,089 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $1.29万 | 0.01% | 29 | 13 | 81.2% | $5,805 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY | $1.31万 | 0.01% | 236 | 236 | — | $1.31万 | 新建仓 |
| IAU | ISHARES GOLD TRUST | $1.34万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $1.35万 | 0.01% | 4 | 3 | 300.0% | $1.01万 | 加仓 |
| BIIB | BIOGEN INC | $1.36万 | 0.01% | 74 | 74 | — | $1.36万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $1.36万 | 0.01% | 85 | 30 | 54.5% | $4,810 | 加仓 |
| TJX | TJX COS INC NEW | $1.37万 | 0.01% | 86 | 80 | 1,333.3% | $1.28万 | 加仓 |
| PFE | PFIZER INC | $1.38万 | 0.01% | 493 | -3,033 | -86.0% | -$8.52万 | 减仓 |
| DIA | STATE STREET SPDR DOW | $1.39万 | 0.01% | 30 | -10 | -25.0% | -$4,632 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH | $1.43万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.46万 | 0.01% | 54 | 39 | 260.0% | $1.06万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.52万 | 0.01% | 17 | 17 | — | $1.52万 | 新建仓 |
| ABT | ABBOTT LABS | $1.53万 | 0.01% | 149 | 58 | 63.7% | $5,955 | 加仓 |
| XLF | STATE STREET FINANCIAL | $1.54万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $1.54万 | 0.01% | 43 | 14 | 48.3% | $5,024 | 加仓 |