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 |
|---|---|---|---|---|---|---|---|---|
| PHIN | PHINIA INC | $4,283 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $4,257 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $4,254 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $4,252 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $4,251 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $4,201 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINL GROUP INC | $4,198 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $4,144 | 0.00% | 45 | -60 | -57.1% | -$5,525 | 减仓 |
| TXT | TEXTRON INC | $4,128 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORP | $4,124 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD F | $3,984 | 0.00% | 100 | 100 | — | $3,984 | 新建仓 |
| FIX | COMFORT SYS USA INC | $3,964 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $3,906 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY DIGITAL PAYMENTS | $3,843 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODS & CHEMS INC | $3,811 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3,677 | 0.00% | 23 | -14 | -37.8% | -$2,238 | 减仓 |
| AME | AMETEK INC NEW | $3,629 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD F | $3,607 | 0.00% | 45 | 45 | — | $3,607 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,516 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL | $3,469 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $3,395 | 0.00% | 2 | -7 | -77.8% | -$1.19万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS | $3,359 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $3,355 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $3,338 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE | $3,215 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,192 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3,133 | 0.00% | 20 | -74 | -78.7% | -$1.16万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC | $3,026 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $2,986 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $2,984 | 0.00% | 22 | -44 | -66.7% | -$5,968 | 减仓 |
| ARCC | ARES CAP CORP EQUITY | $2,872 | 0.00% | 155 | -155 | -50.0% | -$2,872 | 减仓 |
| CCL | CARNIVAL CORP LTD F | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $2,803 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $2,687 | 0.00% | 12 | -12 | -50.0% | -$2,687 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,653 | 0.00% | 12 | 12 | — | $2,653 | 新建仓 |
| PRI | PRIMERICA INC | $2,558 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $2,204 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A | $2,128 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP F | $1,859 | 0.00% | 140 | 0 | 0.0% | — | 重新持有 |
| PFGC | PERFORMANCE FOOD GROUP C | $1,789 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,735 | 0.00% | 100 | 99 | 9,900.0% | $1,718 | 加仓 |
| NAK | NORTHERN DYNASTY MINER F | $1,692 | 0.00% | 881 | 881 | — | $1,692 | 新建仓 |
| CDE | COEUR MNG INC | $1,632 | 0.00% | 100 | 100 | — | $1,632 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $1,595 | 0.00% | 141 | -17 | -10.8% | -$192 | 减仓 |
| CELH | CELSIUS HLDGS INC | $1,405 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1,260 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH | $1,244 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REA | $1,126 | 0.00% | 217 | 217 | — | $1,126 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP F | $1,088 | 0.00% | 4 | 4 | — | $1,088 | 新建仓 |
| IYW | ISHARES U.S. TECHNOLOGY | $1,009 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR | $1,004 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IREN | IREN LTD F | $915 | 0.00% | 20 | 20 | — | $915 | 新建仓 |
| IR | INGERSOLL RAND INC | $820 | 0.00% | 10 | -4 | -28.6% | -$328 | 减仓 |
| DJT | TRUMP MEDIA & TECHNO | $735 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE | $557 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $320 | 0.00% | 5 | -3 | -37.5% | -$192 | 减仓 |
| PLUG | PLUG PWR INC | $271 | 0.00% | 100 | 99 | 9,900.0% | $268 | 加仓 |
| — | TILRAY BRANDS INC | $225 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $222 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS I | $142 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $127 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $109 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $77 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $64 | 0.00% | 4 | -4 | -50.0% | -$64 | 减仓 |
| — | CELULARITY INC | $11 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. | $0 | 0.00% | 0 | -8,646 | -100.0% | -$20.98万 | 清仓 |
| SCHQ | SCHWAB LONG-TERM U.S. | $0 | 0.00% | 0 | -5,718 | -100.0% | -$17.97万 | 清仓 |
| IBB | ISHARES BIOTECHNOLOGY | $0 | 0.00% | 0 | -558 | -100.0% | -$9.42万 | 清仓 |
| PDBC | INVESCO OPTIMUM YIELD | $0 | 0.00% | 0 | -4,854 | -100.0% | -$8.41万 | 清仓 |
| — | INVESCO S&P GLOBAL WATER | $0 | 0.00% | 0 | -1,060 | -100.0% | -$6.78万 | 清仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $0 | 0.00% | 0 | -458 | -100.0% | -$2.29万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -1,125 | -100.0% | -$1.73万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -178 | -100.0% | -$1.66万 | 清仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY | $0 | 0.00% | 0 | -236 | -100.0% | -$1.31万 | 清仓 |
| — | EMERALD HLDG INC | $0 | 0.00% | 0 | -2,866 | -100.0% | -$1.29万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -22 | -100.0% | -$1.24万 | 清仓 |
| ZION | ZIONS BANCORP N A | $0 | 0.00% | 0 | -164 | -100.0% | -$9,450 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -111 | -100.0% | -$9,415 | 清仓 |
| ACAD | ACADIA PHARMACEUTICALS I | $0 | 0.00% | 0 | -384 | -100.0% | -$8,548 | 清仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $0 | 0.00% | 0 | -312 | -100.0% | -$8,302 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -77 | -100.0% | -$6,808 | 清仓 |
| NFG | NTNL FUEL GAS CO | $0 | 0.00% | 0 | -71 | -100.0% | -$6,671 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -130 | -100.0% | -$6,040 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -809 | -100.0% | -$5,914 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -115 | -100.0% | -$5,210 | 清仓 |
| VHT | VANGUARD HEALTH CARE | $0 | 0.00% | 0 | -19 | -100.0% | -$5,190 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -56 | -100.0% | -$5,180 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -43 | -100.0% | -$5,083 | 清仓 |
| NPKI | NPK INTERNTNL INC | $0 | 0.00% | 0 | -342 | -100.0% | -$4,956 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -55 | -100.0% | -$4,688 | 清仓 |
| CRL | CHARLES RIV LABORATORIES | $0 | 0.00% | 0 | -27 | -100.0% | -$4,658 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -54 | -100.0% | -$4,571 | 清仓 |
| NGVT | INGEVITY CORP | $0 | 0.00% | 0 | -62 | -100.0% | -$4,416 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -28 | -100.0% | -$4,402 | 清仓 |
| CNOB | CONNECTONE BANCORP INC N | $0 | 0.00% | 0 | -164 | -100.0% | -$4,390 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -79 | -100.0% | -$4,173 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -38 | -100.0% | -$4,169 | 清仓 |
| EXP | EAGLE MATLS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$4,168 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -51 | -100.0% | -$3,931 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $0 | 0.00% | 0 | -48 | -100.0% | -$3,886 | 清仓 |