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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $4.59万 | 0.02% | 339 | -52 | -13.3% | -$7,041 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $4.49万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI | $4.44万 | 0.02% | 271 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $4.42万 | 0.02% | 376 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $4.36万 | 0.02% | 453 | -52 | -10.3% | -$5,005 | 减仓 |
| SMA | SMARTSTOP SELF STORAGE R | $4.35万 | 0.02% | 1,337 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $4.31万 | 0.02% | 713 | -71 | -9.1% | -$4,288 | 减仓 |
| AMAT | APPLIED MATLS INC | $4.19万 | 0.02% | 58 | 0 | 0.0% | — | 不变 |
| — | SILA RLTY TR INC | $4.19万 | 0.02% | 1,380 | 0 | 0.0% | — | 重新持有 |
| IXUS | ISHARES CORE MSCI TOTAL | $4.16万 | 0.02% | 436 | 5 | 1.2% | $477 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4.16万 | 0.02% | 36 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FUN | $4.07万 | 0.02% | 3,651 | 0 | 0.0% | — | 重新持有 |
| AMGN | AMGEN INC | $4.01万 | 0.02% | 111 | 1 | 0.9% | $362 | 加仓 |
| MA | MASTERCARD INC | $4.01万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI AGRICULTURE | $3.99万 | 0.02% | 904 | 7 | 0.8% | $309 | 加仓 |
| XT | ISHARES FUTURE | $3.97万 | 0.02% | 480 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $3.86万 | 0.02% | 540 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $3.83万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| — | LIBERTY ALL-STAR GROWTH | $3.80万 | 0.02% | 6,941 | 6,941 | — | $3.80万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $3.67万 | 0.02% | 1,493 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $3.59万 | 0.02% | 163 | 0 | 0.0% | — | 不变 |
| TY | TRI-CONTINENTAL CORPORAT | $3.59万 | 0.02% | 1,043 | 1,043 | — | $3.59万 | 新建仓 |
| XLU | STATE STREET UTILITIES | $3.58万 | 0.02% | 790 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD | $3.53万 | 0.02% | 229 | 1 | 0.4% | $154 | 加仓 |
| PZA | INVESCO NATIONAL | $3.48万 | 0.02% | 1,481 | 166 | 12.6% | $3,905 | 加仓 |
| PHM | PULTEGROUP INC | $3.42万 | 0.02% | 249 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD | $3.40万 | 0.02% | 412 | 2 | 0.5% | $165 | 加仓 |
| GOVT | ISHARES U.S. TREASURY | $3.37万 | 0.02% | 1,478 | 14 | 1.0% | $319 | 加仓 |
| BCS | BARCLAYS PLC F | $3.31万 | 0.02% | 1,232 | 1,232 | — | $3.31万 | 新建仓 |
| JOF | JAPAN SMALLER CAPITALXXX | $3.30万 | 0.02% | 2,800 | 2,800 | — | $3.30万 | 新建仓 |
| COHR | COHERENT CORP | $3.20万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $3.17万 | 0.02% | 216 | -4 | -1.8% | -$587 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST | $3.09万 | 0.02% | 927 | 213 | 29.8% | $7,091 | 加仓 |
| ASML | ASML HLDG N V F | $2.98万 | 0.02% | 15 | -3 | -16.7% | -$5,968 | 重新持有 |
| BWX | STATE STREET SPDR | $2.98万 | 0.02% | 1,373 | 8 | 0.6% | $173 | 加仓 |
| SPGI | S&P GLOBAL INC | $2.97万 | 0.02% | 73 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY | $2.83万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $2.81万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HLDGS CO | $2.78万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $2.73万 | 0.01% | 73 | -10 | -12.0% | -$3,744 | 减仓 |
| FLEX | FLEX LTD F | $2.72万 | 0.01% | 168 | 0 | 0.0% | — | 重新持有 |
| IJS | ISHARES S&P SMALL-CAP | $2.72万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $2.71万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES I | $2.67万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.60万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES IN | $2.58万 | 0.01% | 221 | 0 | 0.0% | — | 不变 |
| MSB | MESABI TR | $2.53万 | 0.01% | 1,000 | 1,000 | — | $2.53万 | 新建仓 |
| PBT | PERMIAN BASIN RTY TR | $2.50万 | 0.01% | 1,000 | 1,000 | — | $2.50万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE | $2.43万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD | $2.42万 | 0.01% | 471 | 5 | 1.1% | $257 | 加仓 |
| KLAC | KLA CORP | $2.41万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2.39万 | 0.01% | 47 | -25 | -34.7% | -$1.27万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND F | $2.39万 | 0.01% | 192 | -15 | -7.2% | -$1,867 | 重新持有 |
| SYK | STRYKER CORP | $2.33万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $2.29万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2.24万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| MYN | BLACKROCK MUNIYIELD NY Q | $2.24万 | 0.01% | 2,211 | -171 | -7.2% | -$1,736 | 重新持有 |
| IRM | IRON MTN INC NEW | $2.22万 | 0.01% | 176 | 174 | 8,700.0% | $2.20万 | 重新持有 |
| — | VIRTUS TOTAL RETURN FD | $2.19万 | 0.01% | 3,212 | 3,212 | — | $2.19万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $2.19万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $2.16万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2.14万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $2.12万 | 0.01% | 447 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $2.12万 | 0.01% | 42 | 1 | 2.4% | $505 | 加仓 |
| AZN | ASTRAZENECA PLC F | $2.10万 | 0.01% | 111 | 111 | — | $2.10万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.06万 | 0.01% | 69 | 4 | 6.2% | $1,192 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $2.05万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.04万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S F | $1.96万 | 0.01% | 409 | -129 | -24.0% | -$6,184 | 重新持有 |
| GLDM | SPDR GOLD MINISHARES | $1.95万 | 0.01% | 246 | 20 | 8.8% | $1,588 | 加仓 |
| BLK | BLACKROCK INC NEW | $1.92万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH | $1.88万 | 0.01% | 214 | -1 | -0.5% | -$88 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL | $1.88万 | 0.01% | 678 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $1.87万 | 0.01% | 956 | 956 | — | $1.87万 | 新建仓 |
| — | WEBSTER FINL CORP | $1.83万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $1.82万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $1.79万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $1.79万 | 0.01% | 220 | -80 | -26.7% | -$6,499 | 减仓 |
| NOW | SERVICENOW INC | $1.79万 | 0.01% | 180 | 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 |
| FEZ | STATE STREET SPDR EURO | $1.74万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI | $1.73万 | 0.01% | 169 | 3 | 1.8% | $308 | 加仓 |
| ADSK | AUTODESK INC | $1.71万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH | $1.71万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| SPMB | STATE STREET SPDR | $1.70万 | 0.01% | 761 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HLDGS INC | $1.69万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $1.68万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL | $1.67万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.67万 | 0.01% | 806 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.66万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $1.66万 | 0.01% | 12 | -6 | -33.3% | -$8,294 | 减仓 |
| SMTC | SEMTECH CORP | $1.62万 | 0.01% | 100 | 99 | 9,900.0% | $1.60万 | 加仓 |
| FTNT | FORTINET INC | $1.61万 | 0.01% | 105 | 105 | — | $1.61万 | 新建仓 |
| BIIB | BIOGEN INC | $1.60万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL F | $1.58万 | 0.01% | 263 | 263 | — | $1.58万 | 新建仓 |
| DIA | STATE STREET SPDR DOW | $1.57万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.49万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $1.46万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR | $1.41万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $1.40万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |