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 |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | $7,426 | 0.00% | 15 | -28 | -65.1% | -$1.39万 | 减仓 |
| PKG | PACKAGING CORP AMER | $7,387 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA F | $7,364 | 0.00% | 69 | 69 | — | $7,364 | 新建仓 |
| GVA | GRANITE CONSTR INC | $7,272 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $7,255 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINL CORP NEW | $7,248 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $7,184 | 0.00% | 91 | 91 | — | $7,184 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $7,091 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $7,075 | 0.00% | 25 | 14 | 127.3% | $3,962 | 重新持有 |
| FFIV | F5 INC | $7,071 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $7,047 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $7,024 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS I | $6,954 | 0.00% | 14 | -15 | -51.7% | -$7,451 | 减仓 |
| UAL | UNITED AIRLINES HLDG | $6,935 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD F | $6,934 | 0.00% | 519 | -200 | -27.8% | -$2,672 | 重新持有 |
| SCHW | CHARLES SCHWAB CORP | $6,920 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $6,908 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRI | $6,902 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC F | $6,855 | 0.00% | 111 | 111 | — | $6,855 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $6,792 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC | $6,774 | 0.00% | 50 | 50 | — | $6,774 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $6,731 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $6,713 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SERVICES | $6,648 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6,593 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $6,504 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR | $6,491 | 0.00% | 233 | 233 | — | $6,491 | 新建仓 |
| MMM | 3M CO | $6,476 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX | $6,456 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P | $6,379 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $6,352 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $6,350 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS | $6,322 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $6,302 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $6,292 | 0.00% | 20 | -15 | -42.9% | -$4,719 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC N | $6,270 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $6,261 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FN | FABRINET F | $6,183 | 0.00% | 11 | 11 | — | $6,183 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $6,152 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $6,151 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $6,055 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $5,946 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $5,933 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $5,929 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $5,795 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $5,742 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $5,675 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $5,579 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IP | INTERNTNL PAPER CO | $5,509 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP F | $5,507 | 0.00% | 106 | 106 | — | $5,507 | 新建仓 |
| GDOT | GREEN DOT CORP | $5,499 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY | $5,486 | 0.00% | 25 | -15 | -37.5% | -$3,292 | 减仓 |
| SHEL | SHELL PLC F | $5,428 | 0.00% | 70 | 70 | — | $5,428 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $5,389 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $5,378 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $5,328 | 0.00% | 4 | -4 | -50.0% | -$5,328 | 减仓 |
| WT | WISDOMTREE INC | $5,319 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $5,301 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $5,294 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $5,256 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $5,231 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5,212 | 0.00% | 51 | -207 | -80.2% | -$2.12万 | 减仓 |
| ESI | ELEMENT SOLUTIONS IN | $5,205 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $5,198 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $5,195 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $5,143 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $5,129 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC F | $5,060 | 0.00% | 66 | 66 | — | $5,060 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $5,051 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $4,984 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER-DANIELS MIDLAND C | $4,966 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $4,952 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTMT INC | $4,944 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $4,940 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $4,930 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $4,927 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $4,925 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $4,821 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $4,772 | 0.00% | 12 | -6 | -33.3% | -$2,386 | 减仓 |
| USA | LIBERTY ALL-STAR EQUITY | $4,758 | 0.00% | 819 | 819 | — | $4,758 | 新建仓 |
| RNR | RENAISSANCERE HOLDINGS F | $4,754 | 0.00% | 15 | 15 | — | $4,754 | 新建仓 |
| IDXX | IDEXX LABS INC | $4,738 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U.S. DIVIDEND | $4,725 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP EQUITY | $4,702 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD F | $4,697 | 0.00% | 178 | 178 | — | $4,697 | 新建仓 |
| PCAR | PACCAR INC | $4,685 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC F | $4,633 | 0.00% | 22 | 22 | — | $4,633 | 新建仓 |
| MANH | MANHATTAN ASSOCS INC | $4,595 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $4,579 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $4,553 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $4,536 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $4,448 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC | $4,448 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $4,434 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $4,410 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP | $4,388 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $4,365 | 0.00% | 7 | -7 | -50.0% | -$4,365 | 减仓 |
| RVTY | REVVITY INC | $4,339 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVCS | $4,308 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE UNIVERSAL | $4,292 | 0.00% | 93 | 0 | 0.0% | — | 不变 |