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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $1.56万 | 0.01% | 9 | 5 | 125.0% | $8,645 | 加仓 |
| FEZ | STATE STREET SPDR EURO | $1.57万 | 0.01% | 253 | 253 | — | $1.57万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $1.57万 | 0.01% | 81 | 31 | 62.0% | $6,018 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH | $1.58万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI | $1.59万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.59万 | 0.01% | 40 | 18 | 81.8% | $7,164 | 加仓 |
| HAL | HALLIBURTON CO | $1.60万 | 0.01% | 411 | 411 | — | $1.60万 | 新建仓 |
| TRV | TRAVELERS COS INC | $1.60万 | 0.01% | 55 | 19 | 52.8% | $5,542 | 加仓 |
| CMI | CUMMINS INC | $1.61万 | 0.01% | 30 | 30 | — | $1.61万 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $1.66万 | 0.01% | 178 | 178 | — | $1.66万 | 新建仓 |
| — | WEBSTER FINL CORP | $1.67万 | 0.01% | 240 | 170 | 242.9% | $1.18万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL | $1.68万 | 0.01% | 678 | 678 | — | $1.68万 | 新建仓 |
| TKO | TKO GROUP HLDGS INC | $1.69万 | 0.01% | 84 | 52 | 162.5% | $1.05万 | 加仓 |
| SPMB | STATE STREET SPDR | $1.70万 | 0.01% | 761 | 761 | — | $1.70万 | 新建仓 |
| MET | METLIFE INC | $1.70万 | 0.01% | 241 | 119 | 97.5% | $8,416 | 加仓 |
| — | FLUSHING FINL CORP | $1.73万 | 0.01% | 1,125 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.75万 | 0.01% | 94 | 20 | 27.0% | $3,733 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $1.78万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $1.79万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1.83万 | 0.01% | 447 | 147 | 49.0% | $6,034 | 加仓 |
| NOW | SERVICENOW INC | $1.88万 | 0.01% | 180 | 70 | 63.6% | $7,318 | 加仓 |
| BLK | BLACKROCK INC NEW | $1.92万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1.93万 | 0.01% | 81 | 81 | — | $1.93万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $1.96万 | 0.01% | 85 | 22 | 34.9% | $5,070 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.97万 | 0.01% | 18 | 11 | 157.1% | $1.20万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY | $1.97万 | 0.01% | 149 | -200 | -57.3% | -$2.65万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.98万 | 0.01% | 58 | 55 | 1,833.3% | $1.88万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1.99万 | 0.01% | 109 | 61 | 127.1% | $1.11万 | 加仓 |
| VRT | VERTIV HLDGS CO | $2.08万 | 0.01% | 83 | 75 | 937.5% | $1.88万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES | $2.09万 | 0.01% | 226 | 226 | — | $2.09万 | 新建仓 |
| ADSK | AUTODESK INC | $2.11万 | 0.01% | 88 | 17 | 23.9% | $4,070 | 加仓 |
| C | CITIGROUP INC | $2.11万 | 0.01% | 186 | 169 | 994.1% | $1.92万 | 加仓 |
| NRG | NRG ENERGY INC | $2.16万 | 0.01% | 148 | 142 | 2,366.7% | $2.08万 | 加仓 |
| KO | THE COCA-COLA CO | $2.28万 | 0.01% | 300 | -2 | -0.7% | -$152 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $2.29万 | 0.01% | 458 | -129 | -22.0% | -$6,436 | 重新持有 |
| SBUX | STARBUCKS CORP | $2.31万 | 0.01% | 258 | -53 | -17.0% | -$4,748 | 减仓 |
| T | AT&T INC | $2.34万 | 0.01% | 806 | 273 | 51.2% | $7,917 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET | $2.34万 | 0.01% | 931 | 552 | 145.6% | $1.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2.35万 | 0.01% | 253 | 48 | 23.4% | $4,458 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP | $2.36万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $2.36万 | 0.01% | 83 | -3 | -3.5% | -$852 | 减仓 |
| USIG | ISHARES BROAD USD | $2.39万 | 0.01% | 466 | 74 | 18.9% | $3,789 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANG | $2.39万 | 0.01% | 152 | 30 | 24.6% | $4,718 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2.41万 | 0.01% | 114 | 28 | 32.6% | $5,917 | 加仓 |
| SYK | STRYKER CORP | $2.43万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST | $2.74万 | 0.02% | 714 | 714 | — | $2.74万 | 新建仓 |
| LRCX | LAM RESH CORP | $2.76万 | 0.02% | 129 | 110 | 578.9% | $2.35万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.83万 | 0.02% | 41 | 10 | 32.3% | $6,904 | 加仓 |
| CSCO | CISCO SYS INC | $2.92万 | 0.02% | 376 | 109 | 40.8% | $8,457 | 加仓 |
| PHM | PULTEGROUP INC | $2.93万 | 0.02% | 249 | 81 | 48.2% | $9,526 | 加仓 |
| BWX | SPDR BLOOMBERG | $3.00万 | 0.02% | 1,365 | -1,677 | -55.1% | -$3.68万 | 减仓 |
| PZA | INVESCO NATIONAL | $3.02万 | 0.02% | 1,315 | -852 | -39.3% | -$1.96万 | 减仓 |
| CIEN | CIENA CORP | $3.03万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $3.10万 | 0.02% | 73 | -59 | -44.7% | -$2.51万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3.18万 | 0.02% | 220 | 14 | 6.8% | $2,022 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES IN | $3.23万 | 0.02% | 221 | 0 | 0.0% | — | 不变 |
| XT | ISHARES FUTURE | $3.27万 | 0.02% | 480 | 480 | — | $3.27万 | 新建仓 |
| VSS | VANGUARD FTSE ALL-WORLD | $3.32万 | 0.02% | 228 | -16 | -6.6% | -$2,329 | 减仓 |
| GOVT | ISHARES U.S. TREASURY | $3.35万 | 0.02% | 1,464 | 1,124 | 330.6% | $2.58万 | 加仓 |
| VCIT | VANGUARD INT TERM CORE | $3.39万 | 0.02% | 410 | -54 | -11.6% | -$4,468 | 减仓 |
| XLU | STATE STREET UTILITIES | $3.63万 | 0.02% | 790 | 790 | — | $3.63万 | 新建仓 |
| SNDK | SANDISK CORP | $3.69万 | 0.02% | 58 | 58 | — | $3.69万 | 新建仓 |
| IXUS | ISHARES CORE MSCI TOTAL | $3.73万 | 0.02% | 431 | 137 | 46.6% | $1.19万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI | $3.83万 | 0.02% | 271 | 1 | 0.4% | $141 | 加仓 |
| VGT | VANGUARD INFORMATION | $3.84万 | 0.02% | 55 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $3.85万 | 0.02% | 163 | 41 | 33.6% | $9,688 | 加仓 |
| AMGN | AMGEN INC | $3.88万 | 0.02% | 110 | 35 | 46.7% | $1.24万 | 加仓 |
| MA | MASTERCARD INC | $3.90万 | 0.02% | 78 | 45 | 136.4% | $2.25万 | 加仓 |
| ADI | ANALOG DEVICES INC | $4.04万 | 0.02% | 127 | 52 | 69.3% | $1.65万 | 加仓 |
| SMA | SMARTSTOP SELF STORAGE R | $4.05万 | 0.02% | 1,337 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI AGRICULTURE | $4.06万 | 0.02% | 897 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $4.08万 | 0.02% | 784 | 71 | 10.0% | $3,693 | 加仓 |
| CMCSA | COMCAST CORP NEW | $4.29万 | 0.03% | 1,493 | 176 | 13.4% | $5,054 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $4.35万 | 0.03% | 72 | 11 | 18.0% | $6,648 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $4.45万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $4.57万 | 0.03% | 333 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $4.87万 | 0.03% | 505 | 56 | 12.5% | $5,397 | 加仓 |
| SDY | STATE STREET SPDR S&P | $5.18万 | 0.03% | 355 | 255 | 255.0% | $3.72万 | 加仓 |
| NFLX | NETFLIX INC | $5.19万 | 0.03% | 540 | 190 | 54.3% | $1.83万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 | $5.28万 | 0.03% | 213 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $6.07万 | 0.04% | 391 | 9 | 2.4% | $1,398 | 加仓 |
| MRK | MERCK & CO. INC. | $6.24万 | 0.04% | 519 | 97 | 23.0% | $1.17万 | 加仓 |
| BX | BLACKSTONE INC | $6.44万 | 0.04% | 560 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $6.60万 | 0.04% | 78 | -39 | -33.3% | -$3.30万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL | $6.61万 | 0.04% | 464 | 297 | 177.8% | $4.23万 | 重新持有 |
| — | INVESCO S&P GLOBAL WATER | $6.78万 | 0.04% | 1,060 | 1,060 | — | $6.78万 | 新建仓 |
| LLY | ELI LILLY AND CO | $6.81万 | 0.04% | 74 | 35 | 89.7% | $3.22万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET | $7.26万 | 0.04% | 353 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB U.S. AGGREGATE | $7.73万 | 0.05% | 3,328 | -9,253 | -73.5% | -$21.49万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $7.83万 | 0.05% | 1,607 | 329 | 25.7% | $1.60万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $8.17万 | 0.05% | 841 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $8.29万 | 0.05% | 339 | 109 | 47.4% | $2.66万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD | $8.41万 | 0.05% | 4,854 | 4,854 | — | $8.41万 | 新建仓 |
| HD | HOME DEPOT INC | $9.18万 | 0.05% | 279 | -189 | -40.4% | -$6.22万 | 减仓 |
| QCOM | QUALCOMM INC | $9.34万 | 0.06% | 725 | 45 | 6.6% | $5,795 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY | $9.42万 | 0.06% | 558 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $9.52万 | 0.06% | 134 | 12 | 9.8% | $8,527 | 加仓 |
| MS | MORGAN STANLEY | $10.04万 | 0.06% | 610 | 22 | 3.7% | $3,621 | 加仓 |
| MSIF | MSC INCOME FD INC | $10.19万 | 0.06% | 8,363 | 5,578 | 200.3% | $6.79万 | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC | $10.59万 | 0.06% | 244 | -249 | -50.5% | -$10.81万 | 减仓 |