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 |
|---|---|---|---|---|---|---|---|---|
| NU | NU HLDGS LTD F CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $0 | 0.00% | 0 | -64 | -100.0% | -$1.17万 | 清仓 |
| CP | CANADIAN PACIFIC KAN F | $0 | 0.00% | 0 | -157 | -100.0% | -$1.16万 | 清仓 |
| UBS | UBS GROUP AG F | $0 | 0.00% | 0 | -244 | -100.0% | -$1.13万 | 清仓 |
| JCI | JOHNSON CONTROLS INT F | $0 | 0.00% | 0 | -93 | -100.0% | -$1.11万 | 清仓 |
| MFC | MANULIFE FINL CORP F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -132 | -100.0% | -$1.08万 | 清仓 |
| CPNG | COUPANG INC CLASS CLASS A | $0 | 0.00% | 0 | -454 | -100.0% | -$1.07万 | 清仓 |
| AKR | ACADIA RLTY TR REIT | $0 | 0.00% | 0 | -521 | -100.0% | -$1.07万 | 清仓 |
| FLEX | FLEX LTD F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBN | ICICI BK LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -44 | -100.0% | -$9,796 | 清仓 |
| SCHA | SCHWAB US SMALL CAP ETF | $0 | 0.00% | 0 | -325 | -100.0% | -$9,261 | 清仓 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $0 | 0.00% | 0 | -38 | -100.0% | -$8,593 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCJ | CAMECO CORP F | $0 | 0.00% | 0 | -83 | -100.0% | -$7,594 | 清仓 |
| APTV | APTIV PLC NEW F | $0 | 0.00% | 0 | -98 | -100.0% | -$7,457 | 清仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $0 | 0.00% | 0 | -33 | -100.0% | -$7,239 | 清仓 |
| AON | AON PLC F CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS I | $0 | 0.00% | 0 | -173 | -100.0% | -$7,046 | 清仓 |
| RACE | FERRARI N V NEW F | $0 | 0.00% | 0 | -19 | -100.0% | -$7,022 | 清仓 |
| WCN | WASTE CONNECTIONS INC F | $0 | 0.00% | 0 | -39 | -100.0% | -$6,839 | 清仓 |
| CNQ | CANADIAN NAT RES LTD F | $0 | 0.00% | 0 | -196 | -100.0% | -$6,635 | 清仓 |
| BN | BROOKFIELD CORP F CLASS A | $0 | 0.00% | 0 | -127 | -100.0% | -$5,828 | 清仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$5,680 | 清仓 |
| UTES | VIRTUS REAVES UTLY | $0 | 0.00% | 0 | -69 | -100.0% | -$5,448 | 清仓 |
| VICI | VICI PPTYS INC REIT | $0 | 0.00% | 0 | -193 | -100.0% | -$5,427 | 清仓 |
| ETN | EATON CORP PLC F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSP | INVSC S P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -27 | -100.0% | -$5,172 | 清仓 |
| MNDY | MONDAY COM LTD F | $0 | 0.00% | 0 | -35 | -100.0% | -$5,165 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -147 | -100.0% | -$5,148 | 清仓 |
| RTO | RENTOKIL INITIAL PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $0 | 0.00% | 0 | -174 | -100.0% | -$5,126 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -20 | -100.0% | -$5,123 | 清仓 |
| — | AVALONBAY CMNTYS INC REIT | $0 | 0.00% | 0 | -26 | -100.0% | -$4,714 | 清仓 |
| SCHX | SCHWAB US LARGE CAP ETF | $0 | 0.00% | 0 | -169 | -100.0% | -$4,535 | 清仓 |
| — | AMPLIFY DIGITAL PAYMENTS ETF | $0 | 0.00% | 0 | -83 | -100.0% | -$4,338 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$4,059 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -38 | -100.0% | -$4,007 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -35 | -100.0% | -$3,926 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -43 | -100.0% | -$3,765 | 清仓 |
| COR | CENCORA INC CLASS SERIES A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,710 | 清仓 |
| TLT | ISHARES 20 PLS YEAR TREASURY BND ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$3,486 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $0 | 0.00% | 0 | -7 | -100.0% | -$3,281 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -100 | -100.0% | -$3,054 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -19 | -100.0% | -$3,028 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$2,944 | 清仓 |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | $0 | 0.00% | 0 | -23 | -100.0% | -$2,895 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -15 | -100.0% | -$2,611 | 清仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $0 | 0.00% | 0 | -18 | -100.0% | -$2,433 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -31 | -100.0% | -$2,279 | 清仓 |
| ROKU | ROKU INC CLASS A | $0 | 0.00% | 0 | -20 | -100.0% | -$2,170 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -53 | -100.0% | -$2,127 | 清仓 |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $0 | 0.00% | 0 | -33 | -100.0% | -$1,978 | 清仓 |
| SU | SUNCOR ENERGY INC NEW F | $0 | 0.00% | 0 | -41 | -100.0% | -$1,819 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP CLASS CLASS A | $0 | 0.00% | 0 | -9 | -100.0% | -$1,741 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,720 | 清仓 |
| SOUN | SOUNDHOUND AI INC CLASS A | $0 | 0.00% | 0 | -163 | -100.0% | -$1,625 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -68 | -100.0% | -$1,590 | 清仓 |
| TOST | TOAST INC CLASS CLASS A | $0 | 0.00% | 0 | -40 | -100.0% | -$1,420 | 清仓 |
| GRMN | GARMIN LTD F | $0 | 0.00% | 0 | -7 | -100.0% | -$1,420 | 清仓 |
| RCL | ROYAL CARIBBEAN GROU F | $0 | 0.00% | 0 | -5 | -100.0% | -$1,395 | 清仓 |
| VMBS | VANGUARD MORTGAGE BACKED SEC ETF | $0 | 0.00% | 0 | -29 | -100.0% | -$1,365 | 清仓 |
| HYLB | XTRACKERS USD HIGH YIELD COR BND ETF | $0 | 0.00% | 0 | -36 | -100.0% | -$1,326 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1,293 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -39 | -100.0% | -$1,142 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC F | $0 | 0.00% | 0 | -13 | -100.0% | -$1,109 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$1,105 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$1,090 | 清仓 |
| QSR | RESTAURANT BRANDS INTL F | $0 | 0.00% | 0 | -14 | -100.0% | -$955 | 清仓 |
| FTRE | FORTREA HLDGS INC | $0 | 0.00% | 0 | -54 | -100.0% | -$932 | 清仓 |
| NOK | NOKIA CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -4 | -100.0% | -$900 | 清仓 |
| MARA | MARA HLDGS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$898 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$834 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$809 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -2 | -100.0% | -$807 | 清仓 |
| SOPH | SOPHIA GENETICS SA F | $0 | 0.00% | 0 | -170 | -100.0% | -$794 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$793 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$665 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$659 | 清仓 |
| VOD | VODAFONE GROUP PLC NEW F SPONSORED ADR 1 ADR REPS 10 ORD SHS | $0 | 0.00% | 0 | -48 | -100.0% | -$634 | 清仓 |
| — | APELLIS PHARMACEUTICALS | $0 | 0.00% | 0 | -24 | -100.0% | -$603 | 清仓 |
| SLVM | SYLVAMO CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$576 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$562 | 清仓 |
| RKLB | ROCKET LAB CORP CLASS CLASS A | $0 | 0.00% | 0 | -8 | -100.0% | -$558 | 清仓 |
| BITO | PROSHARES BITCOIN ETF | $0 | 0.00% | 0 | -45 | -100.0% | -$547 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$521 | 清仓 |
| PSA | PUBLIC STORAGE REIT | $0 | 0.00% | 0 | -2 | -100.0% | -$519 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $0 | 0.00% | 0 | -14 | -100.0% | -$518 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2 | -100.0% | -$518 | 清仓 |
| PGX | INVESCO PREFERRED ETF | $0 | 0.00% | 0 | -46 | -100.0% | -$517 | 清仓 |
| ASTS | AST SPACEMOBILE INC CLASS A | $0 | 0.00% | 0 | -7 | -100.0% | -$508 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$470 | 清仓 |
| WFRD | WEATHERFORD INTL PLC F | $0 | 0.00% | 0 | -6 | -100.0% | -$470 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALI | $0 | 0.00% | 0 | -250 | -100.0% | -$468 | 清仓 |
| CNM | CORE & MAIN INC CLASS A | $0 | 0.00% | 0 | -9 | -100.0% | -$468 | 清仓 |
| DNA | GINKGO BIOWORKS HLDG CLASS CLASS A | $0 | 0.00% | 0 | -55 | -100.0% | -$457 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$456 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$455 | 清仓 |