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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $1.08万 | 0.01% | 88 | 68 | 340.0% | $8,349 | 加仓 |
| WMB | WILLIAMS COS INC | $1.07万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $1.06万 | 0.01% | 59 | 59 | — | $1.06万 | 新建仓 |
| NANR | STATE STREET SPDR S&P | $1.05万 | 0.01% | 125 | 125 | — | $1.05万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $1.04万 | 0.01% | 89 | 89 | — | $1.04万 | 新建仓 |
| WCC | WESCO INTL INC | $1.04万 | 0.01% | 38 | 2 | 5.6% | $547 | 加仓 |
| MCK | MCKESSON CORP | $1.04万 | 0.01% | 12 | 10 | 500.0% | $8,653 | 加仓 |
| BNY | BANK NEW YORK MELLON COR | $1.03万 | 0.01% | 87 | 87 | — | $1.03万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $1.03万 | 0.01% | 74 | 72 | 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 |
| CDNS | CADENCE DESIGN SYS INC | $1.03万 | 0.01% | 37 | 36 | 3,600.0% | $1.00万 | 加仓 |
| COP | CONOCOPHILLIPS | $1.02万 | 0.01% | 77 | 52 | 208.0% | $6,864 | 加仓 |
| JBL | JABIL INC | $1.01万 | 0.01% | 38 | 36 | 1,800.0% | $9,563 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.00万 | 0.01% | 35 | 20 | 133.3% | $5,740 | 加仓 |
| — | WARNER BROS DISCOVERY IN | $1.00万 | 0.01% | 365 | 248 | 212.0% | $6,810 | 加仓 |
| MTZ | MASTEC INC | $9,974 | 0.01% | 31 | 30 | 3,000.0% | $9,652 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $9,693 | 0.01% | 105 | 45 | 75.0% | $4,154 | 加仓 |
| ATI | ATI INC | $9,600 | 0.01% | 66 | 66 | — | $9,600 | 新建仓 |
| ZION | ZIONS BANCORP N A | $9,450 | 0.01% | 164 | 164 | — | $9,450 | 新建仓 |
| ACM | AECOM | $9,415 | 0.01% | 111 | 43 | 63.2% | $3,647 | 加仓 |
| ICLN | ISHARES GLOBAL CLEAN | $9,376 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVIC | $9,358 | 0.01% | 46 | -33 | -41.8% | -$6,713 | 减仓 |
| PWR | QUANTA SVCS INC | $9,333 | 0.01% | 17 | 14 | 466.7% | $7,686 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH | $9,275 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $9,272 | 0.01% | 8 | 3 | 60.0% | $3,477 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $9,202 | 0.01% | 45 | 43 | 2,150.0% | $8,793 | 加仓 |
| LNG | CHENIERE ENERGY INC | $9,080 | 0.01% | 32 | 31 | 3,100.0% | $8,796 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE | $9,030 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $9,015 | 0.01% | 95 | -54 | -36.2% | -$5,124 | 减仓 |
| SPSB | STATE STREET SPDR | $8,965 | 0.01% | 298 | 2 | 0.7% | $60 | 加仓 |
| IVE | ISHARES S&P 500 VALUE | $8,868 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $8,844 | 0.01% | 163 | 163 | — | $8,844 | 新建仓 |
| WFC | WELLS FARGO & CO | $8,757 | 0.01% | 110 | -5 | -4.3% | -$398 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS I | $8,548 | 0.01% | 384 | 384 | — | $8,548 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC | $8,464 | 0.01% | 144 | 144 | — | $8,464 | 新建仓 |
| IWP | ISHARES RUSSELL MID-CAP | $8,456 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $8,447 | 0.00% | 128 | 128 | — | $8,447 | 新建仓 |
| RKT | ROCKET COMPANIES CLA A | $8,408 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB U.S. TIPS ETF | $8,302 | 0.00% | 312 | 312 | — | $8,302 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $8,298 | 0.00% | 18 | 9 | 100.0% | $4,149 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $8,278 | 0.00% | 110 | 110 | — | $8,278 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS I | $8,210 | 0.00% | 27 | 20 | 285.7% | $6,081 | 加仓 |
| UNM | UNUM GROUP | $8,179 | 0.00% | 112 | 112 | — | $8,179 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $7,999 | 0.00% | 18 | 18 | — | $7,999 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,907 | 0.00% | 126 | 126 | — | $7,907 | 新建仓 |
| VEU | VANGUARD FTSE ALL-WORLD | $7,865 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $7,785 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $7,761 | 0.00% | 26 | 26 | — | $7,761 | 新建仓 |
| CME | CME GROUP INC | $7,679 | 0.00% | 26 | 9 | 52.9% | $2,658 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY | $7,672 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC | $7,636 | 0.00% | 7 | 7 | — | $7,636 | 新建仓 |
| MTD | METTLER-TOLEDO INTL INC | $7,567 | 0.00% | 6 | 6 | — | $7,567 | 新建仓 |
| FIVE | FIVE BELOW INC | $7,540 | 0.00% | 33 | 33 | — | $7,540 | 新建仓 |
| IJT | ISHARES S&P SMALL-CAP | $7,525 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $7,521 | 0.00% | 31 | 22 | 244.4% | $5,337 | 加仓 |
| SCZ | ISHARES MSCI EAFE | $7,471 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX | $7,441 | 0.00% | 43 | 43 | — | $7,441 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC | $7,373 | 0.00% | 15 | 15 | — | $7,373 | 新建仓 |
| FHN | FIRST HORIZON CORP | $7,351 | 0.00% | 323 | 323 | — | $7,351 | 新建仓 |
| CEG | CONSTELLATION ENERGY COR | $7,261 | 0.00% | 26 | 26 | — | $7,261 | 新建仓 |
| ROST | ROSS STORES INC | $7,149 | 0.00% | 33 | 3 | 10.0% | $650 | 加仓 |
| PSX | PHILLIPS 66 | $7,105 | 0.00% | 39 | 39 | — | $7,105 | 新建仓 |
| EBAY | EBAY INC | $7,100 | 0.00% | 78 | 78 | — | $7,100 | 新建仓 |
| SCHW | CHARLES SCHWAB CORP | $7,049 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $7,049 | 0.00% | 29 | 19 | 190.0% | $4,618 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS | $6,948 | 0.00% | 21 | 17 | 425.0% | $5,625 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $6,923 | 0.00% | 35 | 35 | — | $6,923 | 新建仓 |
| USFD | US FOODS HLDG CORP | $6,824 | 0.00% | 74 | 74 | — | $6,824 | 新建仓 |
| VLTO | VERALTO CORP | $6,808 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $6,672 | 0.00% | 20 | 20 | — | $6,672 | 新建仓 |
| NFG | NTNL FUEL GAS CO | $6,671 | 0.00% | 71 | 71 | — | $6,671 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROU | $6,641 | 0.00% | 24 | 24 | — | $6,641 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $6,605 | 0.00% | 276 | 276 | — | $6,605 | 新建仓 |
| PKG | PACKAGING CORP AMER | $6,579 | 0.00% | 31 | 31 | — | $6,579 | 新建仓 |
| GL | GLOBE LIFE INC | $6,541 | 0.00% | 47 | 47 | — | $6,541 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $6,521 | 0.00% | 19 | 1 | 5.6% | $343 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $6,438 | 0.00% | 65 | 65 | — | $6,438 | 新建仓 |
| RTX | RTX CORP | $6,384 | 0.00% | 33 | 16 | 94.1% | $3,095 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $6,330 | 0.00% | 88 | 53 | 151.4% | $3,812 | 加仓 |
| CTVA | CORTEVA INC | $6,278 | 0.00% | 75 | 10 | 15.4% | $837 | 加仓 |
| RF | REGIONS FINL CORP NEW | $6,269 | 0.00% | 240 | 240 | — | $6,269 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $6,252 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $6,249 | 0.00% | 94 | 94 | — | $6,249 | 新建仓 |
| RRX | REGAL REXNORD CORP | $6,180 | 0.00% | 33 | 33 | — | $6,180 | 新建仓 |
| VST | VISTRA CORP | $6,164 | 0.00% | 41 | 39 | 1,950.0% | $5,863 | 加仓 |
| NDAQ | NASDAQ INC | $6,112 | 0.00% | 72 | 72 | — | $6,112 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $6,040 | 0.00% | 130 | 130 | — | $6,040 | 新建仓 |
| KR | KROGER CO | $5,934 | 0.00% | 82 | 82 | — | $5,934 | 新建仓 |
| COMP | COMPASS INC | $5,914 | 0.00% | 809 | 809 | — | $5,914 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC N | $5,905 | 0.00% | 53 | 31 | 140.9% | $3,454 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $5,868 | 0.00% | 17 | 17 | — | $5,868 | 新建仓 |
| MMM | 3M CO | $5,809 | 0.00% | 40 | 25 | 166.7% | $3,631 | 加仓 |
| YUM | YUM BRANDS INC | $5,753 | 0.00% | 37 | 20 | 117.6% | $3,110 | 加仓 |
| H | HYATT HOTELS CORP | $5,752 | 0.00% | 40 | 38 | 1,900.0% | $5,464 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $5,622 | 0.00% | 34 | -89 | -72.4% | -$1.47万 | 减仓 |
| PNC | PNC FINL SERVICES | $5,618 | 0.00% | 27 | -2 | -6.9% | -$416 | 减仓 |
| ARCC | ARES CAP CORP EQUITY | $5,586 | 0.00% | 310 | -155 | -33.3% | -$2,793 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $5,580 | 0.00% | 92 | 92 | — | $5,580 | 新建仓 |
| AVY | AVERY DENNISON CORP | $5,526 | 0.00% | 32 | 32 | — | $5,526 | 新建仓 |
| GVA | GRANITE CONSTR INC | $5,514 | 0.00% | 46 | 46 | — | $5,514 | 新建仓 |