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 |
|---|---|---|---|---|---|---|---|---|
| ENTG | ENTEGRIS INC | $5,510 | 0.00% | 47 | 44 | 1,466.7% | $5,158 | 加仓 |
| JLL | JONES LANG LASALLE INC | $5,478 | 0.00% | 18 | 18 | — | $5,478 | 新建仓 |
| ROL | ROLLINS INC | $5,448 | 0.00% | 102 | 102 | — | $5,448 | 新建仓 |
| AIZ | ASSURANT INC | $5,445 | 0.00% | 25 | 25 | — | $5,445 | 新建仓 |
| — | HONEYWELL INTL INC | $5,425 | 0.00% | 24 | 24 | — | $5,425 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $5,233 | 0.00% | 16 | 15 | 1,500.0% | $4,906 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $5,210 | 0.00% | 115 | 115 | — | $5,210 | 新建仓 |
| VHT | VANGUARD HEALTH CARE | $5,190 | 0.00% | 19 | 19 | — | $5,190 | 新建仓 |
| KKR | KKR & CO INC | $5,180 | 0.00% | 56 | 56 | — | $5,180 | 新建仓 |
| IP | INTERNTNL PAPER CO | $5,162 | 0.00% | 145 | -220 | -60.3% | -$7,832 | 减仓 |
| XBI | STATE STREET SPDR S&P | $5,144 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $5,124 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $5,119 | 0.00% | 27 | 27 | — | $5,119 | 新建仓 |
| LII | LENNOX INTL INC | $5,105 | 0.00% | 11 | 11 | — | $5,105 | 新建仓 |
| ZTS | ZOETIS INC | $5,083 | 0.00% | 43 | 19 | 79.2% | $2,246 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $5,062 | 0.00% | 222 | 207 | 1,380.0% | $4,720 | 加仓 |
| IDXX | IDEXX LABS INC | $5,057 | 0.00% | 9 | 9 | — | $5,057 | 新建仓 |
| ECL | ECOLAB INC | $5,054 | 0.00% | 19 | 19 | — | $5,054 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $5,030 | 0.00% | 52 | 52 | — | $5,030 | 新建仓 |
| CBRE | CBRE GROUP INC | $5,012 | 0.00% | 37 | 37 | — | $5,012 | 新建仓 |
| NPKI | NPK INTERNTNL INC | $4,956 | 0.00% | 342 | 342 | — | $4,956 | 新建仓 |
| FFIV | F5 INC | $4,919 | 0.00% | 17 | 17 | — | $4,919 | 新建仓 |
| TFC | TRUIST FINL CORP | $4,827 | 0.00% | 105 | 105 | — | $4,827 | 新建仓 |
| ADM | ARCHER-DANIELS MIDLAND C | $4,725 | 0.00% | 65 | 65 | — | $4,725 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $4,719 | 0.00% | 36 | 36 | — | $4,719 | 新建仓 |
| UAL | UNITED AIRLINES HLDG | $4,696 | 0.00% | 51 | 51 | — | $4,696 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $4,688 | 0.00% | 55 | -760 | -93.3% | -$6.48万 | 减仓 |
| CRL | CHARLES RIV LABORATORIES | $4,658 | 0.00% | 27 | 27 | — | $4,658 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $4,644 | 0.00% | 75 | 75 | — | $4,644 | 新建仓 |
| WT | WISDOMTREE INC | $4,572 | 0.00% | 314 | 314 | — | $4,572 | 新建仓 |
| GGG | GRACO INC | $4,571 | 0.00% | 54 | 54 | — | $4,571 | 新建仓 |
| SCHD | SCHWAB U.S. DIVIDEND | $4,571 | 0.00% | 149 | 149 | — | $4,571 | 新建仓 |
| GDOT | GREEN DOT CORP | $4,567 | 0.00% | 407 | 407 | — | $4,567 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS | $4,559 | 0.00% | 12 | 12 | — | $4,559 | 新建仓 |
| NDSN | NORDSON CORP | $4,523 | 0.00% | 17 | 17 | — | $4,523 | 新建仓 |
| PCAR | PACCAR INC | $4,505 | 0.00% | 39 | 39 | — | $4,505 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $4,470 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $4,459 | 0.00% | 133 | 32 | 31.7% | $1,073 | 加仓 |
| CARR | CARRIER GLOBAL CORP | $4,448 | 0.00% | 79 | 79 | — | $4,448 | 新建仓 |
| NGVT | INGEVITY CORP | $4,416 | 0.00% | 62 | 62 | — | $4,416 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $4,402 | 0.00% | 28 | 28 | — | $4,402 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $4,396 | 0.00% | 57 | 57 | — | $4,396 | 新建仓 |
| MANH | MANHATTAN ASSOCS INC | $4,393 | 0.00% | 33 | 32 | 3,200.0% | $4,260 | 加仓 |
| CNOB | CONNECTONE BANCORP INC N | $4,390 | 0.00% | 164 | 164 | — | $4,390 | 新建仓 |
| TGT | TARGET CORP EQUITY | $4,368 | 0.00% | 36 | 36 | — | $4,368 | 新建仓 |
| IUSB | ISHARES CORE UNIVERSAL | $4,296 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 | $4,273 | 0.00% | 20 | -1,737 | -98.9% | -$37.11万 | 减仓 |
| LEN | LENNAR CORP | $4,255 | 0.00% | 49 | 49 | — | $4,255 | 新建仓 |
| TMUS | T-MOBILE US INC | $4,201 | 0.00% | 20 | 20 | — | $4,201 | 新建仓 |
| NKE | NIKE INC | $4,173 | 0.00% | 79 | 79 | — | $4,173 | 新建仓 |
| AFL | AFLAC INC | $4,169 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $4,168 | 0.00% | 22 | 22 | — | $4,168 | 新建仓 |
| NATL | NCR ATLEOS CORP | $4,140 | 0.00% | 95 | 95 | — | $4,140 | 新建仓 |
| LYV | LIVE NATION ENTMT INC | $4,118 | 0.00% | 27 | 27 | — | $4,118 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $3,966 | 0.00% | 20 | 20 | — | $3,966 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $3,946 | 0.00% | 31 | 31 | — | $3,946 | 新建仓 |
| TXT | TEXTRON INC | $3,940 | 0.00% | 45 | 45 | — | $3,940 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $3,931 | 0.00% | 51 | 51 | — | $3,931 | 新建仓 |
| EXC | EXELON CORP | $3,922 | 0.00% | 80 | 80 | — | $3,922 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $3,886 | 0.00% | 48 | 48 | — | $3,886 | 新建仓 |
| HPQ | HP INC | $3,861 | 0.00% | 201 | 201 | — | $3,861 | 新建仓 |
| — | HOLOGIC INC | $3,855 | 0.00% | 51 | 51 | — | $3,855 | 新建仓 |
| AFG | AMERICAN FINL GROUP INC | $3,831 | 0.00% | 30 | 30 | — | $3,831 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $3,808 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOL | $3,804 | 0.00% | 62 | 62 | — | $3,804 | 新建仓 |
| APD | AIR PRODS & CHEMS INC | $3,776 | 0.00% | 13 | -14 | -51.9% | -$4,066 | 减仓 |
| AOS | SMITH A O CORP | $3,759 | 0.00% | 57 | 57 | — | $3,759 | 新建仓 |
| IQV | IQVIA HLDGS INC | $3,752 | 0.00% | 22 | 22 | — | $3,752 | 新建仓 |
| ESI | ELEMENT SOLUTIONS IN | $3,721 | 0.00% | 109 | 109 | — | $3,721 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $3,643 | 0.00% | 153 | 153 | — | $3,643 | 新建仓 |
| VBK | VANGUARD SMALL-CAP | $3,627 | 0.00% | 12 | -9 | -42.9% | -$2,720 | 减仓 |
| VMI | VALMONT INDS INC | $3,596 | 0.00% | 9 | 9 | — | $3,596 | 新建仓 |
| — | AMPLIFY DIGITAL PAYMENTS | $3,568 | 0.00% | 83 | 0 | 0.0% | — | 重新持有 |
| RGLD | ROYAL GOLD INC | $3,563 | 0.00% | 14 | 14 | — | $3,563 | 新建仓 |
| PHIN | PHINIA INC | $3,559 | 0.00% | 52 | 52 | — | $3,559 | 新建仓 |
| SRE | SEMPRA | $3,498 | 0.00% | 36 | -21 | -36.8% | -$2,040 | 减仓 |
| XYL | XYLEM INC | $3,466 | 0.00% | 29 | 29 | — | $3,466 | 新建仓 |
| STT | STATE STR CORP | $3,417 | 0.00% | 27 | 27 | — | $3,417 | 新建仓 |
| RVTY | REVVITY INC | $3,417 | 0.00% | 39 | 39 | — | $3,417 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $3,390 | 0.00% | 49 | 43 | 716.7% | $2,975 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $3,388 | 0.00% | 12 | 12 | — | $3,388 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,384 | 0.00% | 13 | -1 | -7.1% | -$260 | 减仓 |
| HRB | BLOCK H & R INC | $3,333 | 0.00% | 105 | 81 | 337.5% | $2,571 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $3,330 | 0.00% | 47 | -23 | -32.9% | -$1,630 | 重新持有 |
| ALL | ALLSTATE CORP | $3,317 | 0.00% | 16 | 16 | — | $3,317 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $3,281 | 0.00% | 16 | 16 | — | $3,281 | 新建仓 |
| IQLT | ISHARES MSCI INTL | $3,236 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $3,231 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $3,220 | 0.00% | 11 | -8 | -42.1% | -$2,342 | 减仓 |
| AME | AMETEK INC NEW | $3,215 | 0.00% | 15 | 15 | — | $3,215 | 新建仓 |
| KEY | KEYCORP NEW | $3,188 | 0.00% | 159 | 159 | — | $3,188 | 新建仓 |
| DLTR | DOLLAR TREE INC | $3,176 | 0.00% | 29 | 29 | — | $3,176 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $3,151 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC | $3,130 | 0.00% | 23 | 23 | — | $3,130 | 新建仓 |
| EFV | ISHARES MSCI EAFE VALUE | $3,123 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,101 | 0.00% | 27 | 27 | — | $3,101 | 新建仓 |
| CVS | CVS HEALTH CORP | $3,088 | 0.00% | 43 | 43 | — | $3,088 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $3,023 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVCS | $3,008 | 0.00% | 12 | 12 | — | $3,008 | 新建仓 |
| PGR | PROGRESSIVE CORP OH | $2,974 | 0.00% | 15 | 15 | — | $2,974 | 新建仓 |