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 |
|---|---|---|---|---|---|---|---|---|
| XLU | STATE STREET UTILITIES | $3.63万 | 0.02% | 790 | 790 | — | $3.63万 | 新建仓 |
| VCIT | VANGUARD INT TERM CORE | $3.39万 | 0.02% | 410 | -54 | -11.6% | -$4,468 | 减仓 |
| GOVT | ISHARES U.S. TREASURY | $3.35万 | 0.02% | 1,464 | 1,124 | 330.6% | $2.58万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD | $3.32万 | 0.02% | 228 | -16 | -6.6% | -$2,329 | 减仓 |
| XT | ISHARES FUTURE | $3.27万 | 0.02% | 480 | 480 | — | $3.27万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES IN | $3.23万 | 0.02% | 221 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $3.18万 | 0.02% | 220 | 14 | 6.8% | $2,022 | 加仓 |
| SPGI | S&P GLOBAL INC | $3.10万 | 0.02% | 73 | -59 | -44.7% | -$2.51万 | 减仓 |
| CIEN | CIENA CORP | $3.03万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL | $3.02万 | 0.02% | 1,315 | -852 | -39.3% | -$1.96万 | 减仓 |
| BWX | SPDR BLOOMBERG | $3.00万 | 0.02% | 1,365 | -1,677 | -55.1% | -$3.68万 | 减仓 |
| PHM | PULTEGROUP INC | $2.93万 | 0.02% | 249 | 81 | 48.2% | $9,526 | 加仓 |
| CSCO | CISCO SYS INC | $2.92万 | 0.02% | 376 | 109 | 40.8% | $8,457 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.83万 | 0.02% | 41 | 10 | 32.3% | $6,904 | 加仓 |
| LRCX | LAM RESH CORP | $2.76万 | 0.02% | 129 | 110 | 578.9% | $2.35万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST | $2.74万 | 0.02% | 714 | 714 | — | $2.74万 | 新建仓 |
| SYK | STRYKER CORP | $2.43万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $2.41万 | 0.01% | 114 | 28 | 32.6% | $5,917 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANG | $2.39万 | 0.01% | 152 | 30 | 24.6% | $4,718 | 加仓 |
| USIG | ISHARES BROAD USD | $2.39万 | 0.01% | 466 | 74 | 18.9% | $3,789 | 加仓 |
| GE | GE AEROSPACE | $2.36万 | 0.01% | 83 | -3 | -3.5% | -$852 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP | $2.36万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $2.35万 | 0.01% | 253 | 48 | 23.4% | $4,458 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET | $2.34万 | 0.01% | 931 | 552 | 145.6% | $1.39万 | 加仓 |
| T | AT&T INC | $2.34万 | 0.01% | 806 | 273 | 51.2% | $7,917 | 加仓 |
| SBUX | STARBUCKS CORP | $2.31万 | 0.01% | 258 | -53 | -17.0% | -$4,748 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $2.29万 | 0.01% | 458 | -129 | -22.0% | -$6,436 | 重新持有 |
| KO | THE COCA-COLA CO | $2.28万 | 0.01% | 300 | -2 | -0.7% | -$152 | 减仓 |
| NRG | NRG ENERGY INC | $2.16万 | 0.01% | 148 | 142 | 2,366.7% | $2.08万 | 加仓 |
| C | CITIGROUP INC | $2.11万 | 0.01% | 186 | 169 | 994.1% | $1.92万 | 加仓 |
| ADSK | AUTODESK INC | $2.11万 | 0.01% | 88 | 17 | 23.9% | $4,070 | 加仓 |
| GLDM | SPDR GOLD MINISHARES | $2.09万 | 0.01% | 226 | 226 | — | $2.09万 | 新建仓 |
| VRT | VERTIV HLDGS CO | $2.08万 | 0.01% | 83 | 75 | 937.5% | $1.88万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1.99万 | 0.01% | 109 | 61 | 127.1% | $1.11万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.98万 | 0.01% | 58 | 55 | 1,833.3% | $1.88万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY | $1.97万 | 0.01% | 149 | -200 | -57.3% | -$2.65万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.97万 | 0.01% | 18 | 11 | 157.1% | $1.20万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.96万 | 0.01% | 85 | 22 | 34.9% | $5,070 | 加仓 |
| COHR | COHERENT CORP | $1.93万 | 0.01% | 81 | 81 | — | $1.93万 | 新建仓 |
| BLK | BLACKROCK INC NEW | $1.92万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.88万 | 0.01% | 180 | 70 | 63.6% | $7,318 | 加仓 |
| CSX | CSX CORP | $1.83万 | 0.01% | 447 | 147 | 49.0% | $6,034 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $1.79万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $1.78万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.75万 | 0.01% | 94 | 20 | 27.0% | $3,733 | 加仓 |
| — | FLUSHING FINL CORP | $1.73万 | 0.01% | 1,125 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1.70万 | 0.01% | 241 | 119 | 97.5% | $8,416 | 加仓 |
| SPMB | STATE STREET SPDR | $1.70万 | 0.01% | 761 | 761 | — | $1.70万 | 新建仓 |
| TKO | TKO GROUP HLDGS INC | $1.69万 | 0.01% | 84 | 52 | 162.5% | $1.05万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL | $1.68万 | 0.01% | 678 | 678 | — | $1.68万 | 新建仓 |
| — | WEBSTER FINL CORP | $1.67万 | 0.01% | 240 | 170 | 242.9% | $1.18万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $1.66万 | 0.01% | 178 | 178 | — | $1.66万 | 新建仓 |
| CMI | CUMMINS INC | $1.61万 | 0.01% | 30 | 30 | — | $1.61万 | 新建仓 |
| TRV | TRAVELERS COS INC | $1.60万 | 0.01% | 55 | 19 | 52.8% | $5,542 | 加仓 |
| HAL | HALLIBURTON CO | $1.60万 | 0.01% | 411 | 411 | — | $1.60万 | 新建仓 |
| APP | APPLOVIN CORP | $1.59万 | 0.01% | 40 | 18 | 81.8% | $7,164 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI | $1.59万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH | $1.58万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.57万 | 0.01% | 81 | 31 | 62.0% | $6,018 | 加仓 |
| FEZ | STATE STREET SPDR EURO | $1.57万 | 0.01% | 253 | 253 | — | $1.57万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $1.56万 | 0.01% | 9 | 5 | 125.0% | $8,645 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.54万 | 0.01% | 43 | 14 | 48.3% | $5,024 | 加仓 |
| XLF | STATE STREET FINANCIAL | $1.54万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $1.53万 | 0.01% | 149 | 58 | 63.7% | $5,955 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.52万 | 0.01% | 17 | 17 | — | $1.52万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.46万 | 0.01% | 54 | 39 | 260.0% | $1.06万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH | $1.43万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW | $1.39万 | 0.01% | 30 | -10 | -25.0% | -$4,632 | 减仓 |
| PFE | PFIZER INC | $1.38万 | 0.01% | 493 | -3,033 | -86.0% | -$8.52万 | 减仓 |
| TJX | TJX COS INC NEW | $1.37万 | 0.01% | 86 | 80 | 1,333.3% | $1.28万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.36万 | 0.01% | 85 | 30 | 54.5% | $4,810 | 加仓 |
| BIIB | BIOGEN INC | $1.36万 | 0.01% | 74 | 74 | — | $1.36万 | 新建仓 |
| AZO | AUTOZONE INC | $1.35万 | 0.01% | 4 | 3 | 300.0% | $1.01万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $1.34万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY | $1.31万 | 0.01% | 236 | 236 | — | $1.31万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $1.29万 | 0.01% | 29 | 13 | 81.2% | $5,805 | 加仓 |
| — | EMERALD HLDG INC | $1.29万 | 0.01% | 2,866 | -685 | -19.3% | -$3,089 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $1.28万 | 0.01% | 52 | -51 | -49.5% | -$1.26万 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $1.25万 | 0.01% | 39 | 39 | — | $1.25万 | 新建仓 |
| CVX | CHEVRON CORP NEW | $1.24万 | 0.01% | 60 | -143 | -70.4% | -$2.96万 | 减仓 |
| DE | DEERE & CO | $1.24万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.24万 | 0.01% | 166 | 166 | — | $1.24万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $1.22万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET SPDR | $1.20万 | 0.01% | 419 | 3 | 0.7% | $86 | 加仓 |
| MPC | MARATHON PETE CORP | $1.20万 | 0.01% | 49 | -19 | -27.9% | -$4,639 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.19万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS IN | $1.19万 | 0.01% | 158 | 150 | 1,875.0% | $1.13万 | 加仓 |
| MSCI | MSCI INC | $1.19万 | 0.01% | 22 | 22 | — | $1.19万 | 新建仓 |
| SPSM | STATE STREET SPDR | $1.18万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.18万 | 0.01% | 25 | 25 | — | $1.18万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE | $1.18万 | 0.01% | 29 | 29 | — | $1.18万 | 新建仓 |
| KLAC | KLA CORP | $1.18万 | 0.01% | 8 | 5 | 166.7% | $7,362 | 加仓 |
| INTU | INTUIT | $1.17万 | 0.01% | 27 | 16 | 145.5% | $6,918 | 加仓 |
| — | UNUSUAL WHALES | $1.16万 | 0.01% | 276 | 276 | — | $1.16万 | 新建仓 |
| KOMP | STATE STREET SPDR S&P | $1.14万 | 0.01% | 195 | 195 | — | $1.14万 | 新建仓 |
| GEV | GE VERNOVA INC | $1.13万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $1.10万 | 0.01% | 37 | 37 | — | $1.10万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1.09万 | 0.01% | 182 | 182 | — | $1.09万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.09万 | 0.01% | 135 | 135 | — | $1.09万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICAL | $1.08万 | 0.01% | 14 | 7 | 100.0% | $5,408 | 加仓 |