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 |
|---|---|---|---|---|---|---|---|---|
| — | HOLOGIC INC | $0 | 0.00% | 0 | -51 | -100.0% | -$3,855 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOL | $0 | 0.00% | 0 | -62 | -100.0% | -$3,804 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -57 | -100.0% | -$3,759 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -14 | -100.0% | -$3,563 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -29 | -100.0% | -$3,466 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -49 | -100.0% | -$3,390 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -105 | -100.0% | -$3,333 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -47 | -100.0% | -$3,330 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$3,317 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $0 | 0.00% | 0 | -50 | -100.0% | -$3,231 | 清仓 |
| KEY | KEYCORP NEW | $0 | 0.00% | 0 | -159 | -100.0% | -$3,188 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -29 | -100.0% | -$3,176 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -22 | -100.0% | -$3,151 | 清仓 |
| PGR | PROGRESSIVE CORP OH | $0 | 0.00% | 0 | -15 | -100.0% | -$2,974 | 清仓 |
| UPS | UNITED PARCEL SVC INC | $0 | 0.00% | 0 | -30 | -100.0% | -$2,951 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -33 | -100.0% | -$2,806 | 清仓 |
| AYI | ACUITY INC. | $0 | 0.00% | 0 | -10 | -100.0% | -$2,802 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -191 | -100.0% | -$2,691 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$2,672 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -33 | -100.0% | -$2,590 | 清仓 |
| HIG | HARTFORD INS GROUP INC | $0 | 0.00% | 0 | -19 | -100.0% | -$2,569 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -44 | -100.0% | -$2,536 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -39 | -100.0% | -$2,533 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$2,499 | 清仓 |
| VTIP | VANGUARD SHORT-TERM | $0 | 0.00% | 0 | -50 | -100.0% | -$2,498 | 清仓 |
| DYNF | ISHARES U.S. EQUITY | $0 | 0.00% | 0 | -42 | -100.0% | -$2,444 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,442 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -8 | -100.0% | -$2,431 | 清仓 |
| HWC | HANCOCK WHITNEY CORP | $0 | 0.00% | 0 | -37 | -100.0% | -$2,353 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS | $0 | 0.00% | 0 | -34 | -100.0% | -$2,297 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$2,106 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -9 | -100.0% | -$2,068 | 清仓 |
| HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | -28 | -100.0% | -$2,064 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$2,032 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$2,030 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -32 | -100.0% | -$2,010 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -54 | -100.0% | -$1,950 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,684 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -29 | -100.0% | -$1,312 | 清仓 |
| THRO | ISHARES U.S. THEMATIC | $0 | 0.00% | 0 | -28 | -100.0% | -$1,014 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$893 | 清仓 |
| BINC | ISHARES FLEXIBLE INCOME | $0 | 0.00% | 0 | -14 | -100.0% | -$727 | 清仓 |
| MTUM | ISHARES MSCI USA | $0 | 0.00% | 0 | -3 | -100.0% | -$720 | 清仓 |
| BAI | ISHARES A.I. INNOVATION | $0 | 0.00% | 0 | -15 | -100.0% | -$494 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND | $0 | 0.00% | 0 | -4 | -100.0% | -$281 | 清仓 |
| — | PROTAGENIC THERAPEUTICS | $0 | 0.00% | 0 | -17 | -100.0% | -$12 | 清仓 |