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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVC INC | $2,951 | 0.00% | 30 | 30 | — | $2,951 | 新建仓 |
| INTC | INTEL CORP | $2,931 | 0.00% | 66 | -93 | -58.5% | -$4,130 | 减仓 |
| ETR | ENTERGY CORP NEW | $2,921 | 0.00% | 26 | 26 | — | $2,921 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,806 | 0.00% | 33 | 33 | — | $2,806 | 新建仓 |
| AYI | ACUITY INC. | $2,802 | 0.00% | 10 | 10 | — | $2,802 | 新建仓 |
| FIX | COMFORT SYS USA INC | $2,758 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $2,692 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $2,691 | 0.00% | 191 | 191 | — | $2,691 | 新建仓 |
| PPG | PPG INDS INC | $2,672 | 0.00% | 25 | 25 | — | $2,672 | 新建仓 |
| SEIC | SEI INVTS CO | $2,590 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INS GROUP INC | $2,569 | 0.00% | 19 | -238 | -92.6% | -$3.22万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $2,536 | 0.00% | 44 | -97 | -68.8% | -$5,591 | 减仓 |
| — | AIR LEASE CORP | $2,533 | 0.00% | 39 | 39 | — | $2,533 | 新建仓 |
| TSN | TYSON FOODS INC | $2,499 | 0.00% | 39 | 39 | — | $2,499 | 新建仓 |
| VTIP | VANGUARD SHORT-TERM | $2,498 | 0.00% | 50 | 50 | — | $2,498 | 新建仓 |
| DYNF | ISHARES U.S. EQUITY | $2,444 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $2,442 | 0.00% | 17 | 17 | — | $2,442 | 新建仓 |
| RS | RELIANCE INC | $2,431 | 0.00% | 8 | 8 | — | $2,431 | 新建仓 |
| HWC | HANCOCK WHITNEY CORP | $2,353 | 0.00% | 37 | 37 | — | $2,353 | 新建仓 |
| MKSI | MKS INC | $2,298 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES HLDGS | $2,297 | 0.00% | 34 | -68 | -66.7% | -$4,594 | 减仓 |
| PRI | PRIMERICA INC | $2,254 | 0.00% | 9 | 9 | — | $2,254 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $2,123 | 0.00% | 5 | 4 | 400.0% | $1,698 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2,106 | 0.00% | 7 | 7 | — | $2,106 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $2,073 | 0.00% | 158 | 41 | 35.0% | $538 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,068 | 0.00% | 9 | 7 | 350.0% | $1,608 | 加仓 |
| HSIC | SCHEIN HENRY INC | $2,064 | 0.00% | 28 | 28 | — | $2,064 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,032 | 0.00% | 40 | 40 | — | $2,032 | 新建仓 |
| CTAS | CINTAS CORP | $2,030 | 0.00% | 12 | 11 | 1,100.0% | $1,861 | 加仓 |
| DXCM | DEXCOM INC | $2,010 | 0.00% | 32 | 32 | — | $2,010 | 新建仓 |
| BRKR | BRUKER CORP | $1,950 | 0.00% | 54 | 54 | — | $1,950 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $1,703 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A | $1,685 | 0.00% | 28 | 28 | — | $1,685 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $1,684 | 0.00% | 11 | 11 | — | $1,684 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP C | $1,371 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1,312 | 0.00% | 29 | 29 | — | $1,312 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1,296 | 0.00% | 35 | 35 | — | $1,296 | 新建仓 |
| IR | INGERSOLL RAND INC | $1,122 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH | $1,114 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| THRO | ISHARES U.S. THEMATIC | $1,014 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR | $1,007 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $893 | 0.00% | 3 | 3 | — | $893 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNO | $882 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME | $727 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY | $726 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA | $720 | 0.00% | 3 | -47 | -94.0% | -$1.13万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $569 | 0.00% | 8 | -3 | -27.3% | -$213 | 减仓 |
| IAGG | ISHARES CORE | $550 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BAI | ISHARES A.I. INNOVATION | $494 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $324 | 0.00% | 50 | 50 | — | $324 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND | $281 | 0.00% | 4 | -86 | -95.6% | -$6,042 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS I | $216 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $185 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $120 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $113 | 0.00% | 2 | -26 | -92.9% | -$1,469 | 减仓 |
| VTRS | VIATRIS INC | $108 | 0.00% | 8 | -260 | -97.0% | -$3,510 | 减仓 |
| SMTC | SEMTECH CORP | $77 | 0.00% | 1 | 1 | — | $77 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $70 | 0.00% | 10 | -11 | -52.4% | -$77 | 减仓 |
| — | CELULARITY INC | $25 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $15 | 0.00% | 1 | -99 | -99.0% | -$1,485 | 减仓 |
| — | PROTAGENIC THERAPEUTICS | $12 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2 | 0.00% | 1 | -99 | -99.0% | -$198 | 减仓 |
| B | BARRICK MNG CORP F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ING | ING GROEP N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEM | AGNICO EAGLE MINES LTD F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XCHYX | CALAMOS CONVERTIBLE AND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $0 | 0.00% | 0 | -2,120 | -100.0% | -$6.92万 | 清仓 |
| CGW | INVSC S P GLOBAL WATER INDEX ETF | $0 | 0.00% | 0 | -1,060 | -100.0% | -$6.68万 | 清仓 |
| LIN | LINDE PLC F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVS | NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STX | SEAGATE TECHNOLOGY H F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $0 | 0.00% | 0 | -2,107 | -100.0% | -$6.24万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND F CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSSL | FS SPECIALTY LENDING | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONON | ON HLDG AG F CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHI | ISHARES US MEDICAL DEVICES ETF | $0 | 0.00% | 0 | -600 | -100.0% | -$3.73万 | 清仓 |
| — | SILA RLTY TR INC REIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVO | NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDJ | BLACKROCK ENHANCED EQUIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYG | ST STRT SPDR PRTL S&P 500 GRW ETF IV | $0 | 0.00% | 0 | -242 | -100.0% | -$2.58万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -553 | -100.0% | -$2.40万 | 清仓 |
| MYN | BLACKROCK MUNIYIELD NY Q | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHM | CHARLES SCHWAB US MC ETF | $0 | 0.00% | 0 | -781 | -100.0% | -$2.35万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -130 | -100.0% | -$2.26万 | 清仓 |
| SHOP | SHOPIFY INC F CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $0 | 0.00% | 0 | -38 | -100.0% | -$2.21万 | 清仓 |
| — | BLACKROCK MUNIHOLDINGS N | $0 | 0.00% | 0 | -1,980 | -100.0% | -$2.03万 | 清仓 |
| ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SE | SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -149 | -100.0% | -$1.90万 | 清仓 |
| MUFG | MITSUBISHI HEAVY INDS F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -738 | -100.0% | -$1.79万 | 清仓 |
| SAP | SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEL | TE CONNECTIVITY PLC F | $0 | 0.00% | 0 | -69 | -100.0% | -$1.57万 | 清仓 |
| XLP | STE SRT CNSR STPLS SLCT SEC SPDR ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$1.55万 | 清仓 |
| XLI | STATE STRT INDSTL SLCT SCTR SPDR ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$1.55万 | 清仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$1.43万 | 清仓 |
| JEPI | J P MORGAN NASDAQ EQT PRM INC ETF | $0 | 0.00% | 0 | -236 | -100.0% | -$1.37万 | 清仓 |
| — | UNUSUAL WHALES SUB DEMO TRAD ETF | $0 | 0.00% | 0 | -276 | -100.0% | -$1.26万 | 清仓 |
| ACGL | ARCH CAPITAL GROUP LTD F | $0 | 0.00% | 0 | -130 | -100.0% | -$1.25万 | 清仓 |