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 |
|---|---|---|---|---|---|---|---|---|
| — | UNUSUAL WHALES | $1.39万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P | $1.39万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYS INC | $1.39万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NE | $1.36万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1.36万 | 0.01% | 40 | -45 | -52.9% | -$1.53万 | 减仓 |
| GIS | GENERAL MILLS INC | $1.36万 | 0.01% | 390 | 390 | — | $1.36万 | 新建仓 |
| VLO | VALERO ENERGY CORP NEW | $1.35万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $1.35万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $1.35万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.34万 | 0.01% | 153 | -100 | -39.5% | -$8,777 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $1.34万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $1.32万 | 0.01% | 169 | -76 | -31.0% | -$5,946 | 重新持有 |
| WCC | WESCO INTL INC | $1.31万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.30万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $1.30万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.29万 | 0.01% | 11 | -2 | -15.4% | -$2,350 | 减仓 |
| MTZ | MASTEC INC | $1.29万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.28万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $1.28万 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $1.28万 | 0.01% | 30 | 13 | 76.5% | $5,540 | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $1.28万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $1.26万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANG | $1.26万 | 0.01% | 102 | -50 | -32.9% | -$6,155 | 减仓 |
| MPC | MARATHON PETE CORP | $1.25万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS IN | $1.25万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1.23万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.22万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.22万 | 0.01% | 41 | -40 | -49.4% | -$1.19万 | 减仓 |
| MFC | MANULIFE FINL CORP F | $1.21万 | 0.01% | 299 | 0 | 0.0% | — | 重新持有 |
| SPTI | STATE STREET SPDR | $1.20万 | 0.01% | 423 | 4 | 1.0% | $114 | 加仓 |
| BAP | CREDICORP LTD F | $1.17万 | 0.01% | 30 | 30 | — | $1.17万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.17万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $1.15万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH | $1.13万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC F | $1.11万 | 0.01% | 168 | 168 | — | $1.11万 | 新建仓 |
| — | PIMCO NY MUNICIPAL INCOM | $1.11万 | 0.01% | 1,564 | 1,564 | — | $1.11万 | 新建仓 |
| PFE | PFIZER INC | $1.10万 | 0.01% | 458 | -35 | -7.1% | -$843 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET | $1.10万 | 0.01% | 378 | -553 | -59.4% | -$1.60万 | 减仓 |
| WMB | WILLIAMS COS INC | $1.09万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED F | $1.09万 | 0.01% | 234 | 234 | — | $1.09万 | 新建仓 |
| BWA | BORGWARNER INC | $1.08万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN | $1.05万 | 0.01% | 514 | 1 | 0.2% | $20 | 加仓 |
| UNM | UNUM GROUP | $1.00万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $9,946 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $9,747 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY IN | $9,731 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE | $9,682 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP | $9,663 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC F | $9,625 | 0.00% | 359 | 359 | — | $9,625 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE | $9,537 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC | $9,523 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NANR | STATE STREET SPDR S&P | $9,438 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $9,349 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COMPANIES CLA A | $9,293 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP | $9,287 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $9,275 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE F | $9,247 | 0.00% | 60 | -6 | -9.1% | -$925 | 重新持有 |
| MO | ALTRIA GROUP INC | $9,210 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $9,090 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUIT | $9,082 | 0.00% | 949 | -1,898 | -66.7% | -$1.82万 | 重新持有 |
| MCK | MCKESSON CORP | $9,067 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $9,056 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| BP | BP P L C F | $9,053 | 0.00% | 245 | 245 | — | $9,053 | 新建仓 |
| SPSB | STATE STREET SPDR | $9,042 | 0.00% | 301 | 3 | 1.0% | $90 | 加仓 |
| ECHO | ECHOSTAR CORP | $9,034 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS I | $8,922 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $8,877 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD | $8,810 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $8,804 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $8,759 | 0.00% | 17 | -23 | -57.5% | -$1.19万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $8,759 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $8,717 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV S F | $8,487 | 0.00% | 103 | 103 | — | $8,487 | 新建仓 |
| NWG | NATWEST GROUP PLC F | $8,462 | 0.00% | 480 | 480 | — | $8,462 | 新建仓 |
| ENTG | ENTEGRIS INC | $8,453 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $8,432 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $8,398 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC F | $8,350 | 0.00% | 17 | -4 | -19.0% | -$1,965 | 重新持有 |
| MBB | ISHARES MBS ETF | $8,306 | 0.00% | 88 | -7 | -7.4% | -$661 | 减仓 |
| FHN | FIRST HORIZON CORP | $8,282 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $8,258 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD F | $8,254 | 0.00% | 86 | 86 | — | $8,254 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $8,198 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROU | $8,122 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $8,005 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC F | $7,981 | 0.00% | 252 | 252 | — | $7,981 | 新建仓 |
| GSK | GSK PLC ADR F | $7,968 | 0.00% | 152 | 152 | — | $7,968 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS P F | $7,952 | 0.00% | 33 | 33 | — | $7,952 | 新建仓 |
| BPOP | POPULAR INC F | $7,881 | 0.00% | 48 | 48 | — | $7,881 | 新建仓 |
| RRX | REGAL REXNORD CORP | $7,860 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE | $7,839 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC F | $7,764 | 0.00% | 68 | -72 | -51.4% | -$8,221 | 重新持有 |
| H | HYATT HOTELS CORP | $7,754 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BK LTD F | $7,751 | 0.00% | 267 | -62 | -18.8% | -$1,800 | 重新持有 |
| MTD | METTLER-TOLEDO INTL INC | $7,665 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A F | $7,658 | 0.00% | 138 | 138 | — | $7,658 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $7,648 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| AON | AON PLC F | $7,629 | 0.00% | 23 | 3 | 15.0% | $995 | 重新持有 |
| USFD | US FOODS HLDG CORP | $7,567 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $7,520 | 0.00% | 15 | 0 | 0.0% | — | 不变 |