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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES IN | $2.58万 | 0.01% | 221 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.60万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES I | $2.67万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $2.71万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP | $2.72万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD F | $2.72万 | 0.01% | 168 | 0 | 0.0% | — | 重新持有 |
| GE | GE AEROSPACE | $2.73万 | 0.01% | 73 | -10 | -12.0% | -$3,744 | 减仓 |
| VRT | VERTIV HLDGS CO | $2.78万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $2.81万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY | $2.83万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2.97万 | 0.02% | 73 | 0 | 0.0% | — | 不变 |
| BWX | STATE STREET SPDR | $2.98万 | 0.02% | 1,373 | 8 | 0.6% | $173 | 加仓 |
| ASML | ASML HLDG N V F | $2.98万 | 0.02% | 15 | -3 | -16.7% | -$5,968 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST | $3.09万 | 0.02% | 927 | 213 | 29.8% | $7,091 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.17万 | 0.02% | 216 | -4 | -1.8% | -$587 | 减仓 |
| COHR | COHERENT CORP | $3.20万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| JOF | JAPAN SMALLER CAPITALXXX | $3.30万 | 0.02% | 2,800 | 2,800 | — | $3.30万 | 新建仓 |
| BCS | BARCLAYS PLC F | $3.31万 | 0.02% | 1,232 | 1,232 | — | $3.31万 | 新建仓 |
| GOVT | ISHARES U.S. TREASURY | $3.37万 | 0.02% | 1,478 | 14 | 1.0% | $319 | 加仓 |
| VCIT | VANGUARD | $3.40万 | 0.02% | 412 | 2 | 0.5% | $165 | 加仓 |
| PHM | PULTEGROUP INC | $3.42万 | 0.02% | 249 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL | $3.48万 | 0.02% | 1,481 | 166 | 12.6% | $3,905 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD | $3.53万 | 0.02% | 229 | 1 | 0.4% | $154 | 加仓 |
| XLU | STATE STREET UTILITIES | $3.58万 | 0.02% | 790 | 0 | 0.0% | — | 不变 |
| TY | TRI-CONTINENTAL CORPORAT | $3.59万 | 0.02% | 1,043 | 1,043 | — | $3.59万 | 新建仓 |
| LOW | LOWES COS INC | $3.59万 | 0.02% | 163 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $3.67万 | 0.02% | 1,493 | 0 | 0.0% | — | 不变 |
| — | LIBERTY ALL-STAR GROWTH | $3.80万 | 0.02% | 6,941 | 6,941 | — | $3.80万 | 新建仓 |
| CIEN | CIENA CORP | $3.83万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $3.86万 | 0.02% | 540 | 0 | 0.0% | — | 不变 |
| XT | ISHARES FUTURE | $3.97万 | 0.02% | 480 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI AGRICULTURE | $3.99万 | 0.02% | 904 | 7 | 0.8% | $309 | 加仓 |
| MA | MASTERCARD INC | $4.01万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $4.01万 | 0.02% | 111 | 1 | 0.9% | $362 | 加仓 |
| FSSL | FS SPECIALTY LENDING FUN | $4.07万 | 0.02% | 3,651 | 0 | 0.0% | — | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $4.16万 | 0.02% | 36 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL | $4.16万 | 0.02% | 436 | 5 | 1.2% | $477 | 加仓 |
| — | SILA RLTY TR INC | $4.19万 | 0.02% | 1,380 | 0 | 0.0% | — | 重新持有 |
| AMAT | APPLIED MATLS INC | $4.19万 | 0.02% | 58 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $4.31万 | 0.02% | 713 | -71 | -9.1% | -$4,288 | 减仓 |
| SMA | SMARTSTOP SELF STORAGE R | $4.35万 | 0.02% | 1,337 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $4.36万 | 0.02% | 453 | -52 | -10.3% | -$5,005 | 减仓 |
| CSCO | CISCO SYS INC | $4.42万 | 0.02% | 376 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI | $4.44万 | 0.02% | 271 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $4.49万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $4.59万 | 0.02% | 339 | -52 | -13.3% | -$7,041 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $5.01万 | 0.03% | 332 | 332 | — | $5.01万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $5.04万 | 0.03% | 127 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EX TECH SPACEX | $5.07万 | 0.03% | 297 | 297 | — | $5.07万 | 新建仓 |
| VGT | VANGUARD INFORMATION | $5.26万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P | $5.40万 | 0.03% | 355 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $5.42万 | 0.03% | 333 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESH CORP | $5.59万 | 0.03% | 129 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $6.03万 | 0.03% | 469 | -50 | -9.6% | -$6,425 | 减仓 |
| BX | BLACKSTONE INC | $6.24万 | 0.03% | 530 | -30 | -5.4% | -$3,530 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL | $6.36万 | 0.03% | 387 | -77 | -16.6% | -$1.26万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $6.40万 | 0.03% | 213 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO S&P GLOBAL WATER | $6.97万 | 0.04% | 1,060 | 1,060 | — | $6.97万 | 新建仓 |
| NVS | NOVARTIS AG F | $7.05万 | 0.04% | 450 | -23 | -4.9% | -$3,605 | 重新持有 |
| LIN | LINDE PLC F | $7.52万 | 0.04% | 145 | -9 | -5.8% | -$4,670 | 重新持有 |
| SCHZ | SCHWAB U.S. AGGREGATE | $7.78万 | 0.04% | 3,362 | 34 | 1.0% | $786 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7.89万 | 0.04% | 78 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO F | $8.11万 | 0.04% | 1,797 | 1,797 | — | $8.11万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR M F | $8.12万 | 0.04% | 170 | 11 | 6.9% | $5,253 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $8.61万 | 0.04% | 339 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET | $8.69万 | 0.04% | 353 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $8.74万 | 0.04% | 841 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $8.88万 | 0.05% | 74 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $9.16万 | 0.05% | 1,607 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL-CAP VALUE | $9.55万 | 0.05% | 393 | -816 | -67.5% | -$19.83万 | 减仓 |
| MSIF | MSC INCOME FD INC | $9.68万 | 0.05% | 8,363 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $9.84万 | 0.05% | 279 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $10.13万 | 0.05% | 244 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN | $10.18万 | 0.05% | 1,995 | 0 | 0.0% | — | 不变 |
| MXF | MEXICO FUND INC | $11.49万 | 0.06% | 5,255 | 5,255 | — | $11.49万 | 新建仓 |
| BA | BOEING CO | $12.42万 | 0.06% | 574 | -53 | -8.5% | -$1.15万 | 减仓 |
| PICK | ISHARES MSCI GLOBAL | $12.57万 | 0.06% | 2,162 | 19 | 0.9% | $1,105 | 加仓 |
| BND | VANGUARD TOTAL BOND | $12.71万 | 0.06% | 1,731 | 17 | 1.0% | $1,248 | 加仓 |
| MS | MORGAN STANLEY | $12.75万 | 0.06% | 610 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $13.19万 | 0.07% | 58 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $13.27万 | 0.07% | 472 | -99 | -17.3% | -$2.78万 | 减仓 |
| QCOM | QUALCOMM INC | $13.40万 | 0.07% | 725 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONVERTIBLE & HI | $13.62万 | 0.07% | 10,000 | 0 | 0.0% | — | 重新持有 |
| EXC | EXELON CORP | $13.78万 | 0.07% | 2,955 | 2,875 | 3,593.8% | $13.40万 | 加仓 |
| CAT | CATERPILLAR INC | $14.31万 | 0.07% | 134 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $14.62万 | 0.07% | 3,075 | 3,075 | — | $14.62万 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE | $15.02万 | 0.08% | 1,555 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD F | $15.67万 | 0.08% | 1,010 | 0 | 0.0% | — | 重新持有 |
| VV | VANGUARD LARGE-CAP INDEX | $15.85万 | 0.08% | 461 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT TERM COR | $17.68万 | 0.09% | 2,237 | 25 | 1.1% | $1,976 | 加仓 |
| STX | SEAGATE TECHNOLOGY H F | $18.24万 | 0.09% | 189 | -47 | -19.9% | -$4.54万 | 重新持有 |
| FDX | FEDEX CORP | $20.80万 | 0.11% | 664 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $21.28万 | 0.11% | 1,452 | -59 | -3.9% | -$8,646 | 减仓 |
| ING | ING GROEP N V F | $21.95万 | 0.11% | 6,995 | 665 | 10.5% | $2.09万 | 重新持有 |
| MCD | MCDONALDS CORP | $22.71万 | 0.12% | 840 | 1 | 0.1% | $270 | 加仓 |
| LQD | ISHARES IBOXX $ | $23.76万 | 0.12% | 2,178 | 23 | 1.1% | $2,509 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $24.17万 | 0.12% | 738 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.27万 | 0.12% | 577 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY COR | $25.11万 | 0.13% | 1,011 | 985 | 3,788.5% | $24.46万 | 加仓 |
| CET | CENTRAL SECURITIES CORPO | $26.27万 | 0.13% | 5,009 | 5,009 | — | $26.27万 | 新建仓 |