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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE INDEX | $3,039.14万 | 17.96% | 154,900 | -269 | -0.2% | -$5.28万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED | $2,792.36万 | 16.51% | 435,762 | 17,809 | 4.3% | $114.12万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX | $2,736.44万 | 16.18% | 62,649 | 4,457 | 7.7% | $194.68万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP | $867.73万 | 5.13% | 128,495 | 1,786 | 1.4% | $12.06万 | 加仓 |
| IJR | ISHARES CORE S&P | $732.48万 | 4.33% | 58,924 | 2,207 | 3.9% | $27.44万 | 加仓 |
| IEMG | ISHARES CORE MSCI | $697.99万 | 4.13% | 100,070 | -738 | -0.7% | -$5.15万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE | $610.73万 | 3.61% | 68,853 | 6,846 | 11.0% | $60.72万 | 加仓 |
| BNDX | VANGUARD TOTAL INT BOND | $571.06万 | 3.38% | 118,846 | 17,317 | 17.1% | $83.21万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND | $436.68万 | 2.58% | 55,691 | 7,250 | 15.0% | $56.85万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX | $375.55万 | 2.22% | 13,077 | -223 | -1.7% | -$6.40万 | 减仓 |
| ABBV | ABBVIE INC | $249.49万 | 1.47% | 11,471 | 10,388 | 959.2% | $225.94万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK | $230.55万 | 1.36% | 7,186 | 453 | 6.7% | $14.53万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR | $227.34万 | 1.34% | 43,253 | 1,085 | 2.6% | $5.70万 | 加仓 |
| AAPL | APPLE INC | $200.88万 | 1.19% | 7,915 | 98 | 1.3% | $2.49万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX | $195.29万 | 1.15% | 7,456 | -303 | -3.9% | -$7.94万 | 减仓 |
| IDEV | ISHARES CORE MSCI | $192.85万 | 1.14% | 23,076 | -829 | -3.5% | -$6.93万 | 减仓 |
| GLD | SPDR GOLD SHARES | $168.67万 | 1.00% | 3,920 | 1,226 | 45.5% | $52.75万 | 加仓 |
| VXUS | VANGUARD TOTAL INT STOCK | $157.32万 | 0.93% | 20,402 | -6,714 | -24.8% | -$51.77万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING | $152.94万 | 0.90% | 28,297 | -1,397 | -4.7% | -$7.55万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $136.74万 | 0.81% | 20,068 | 3,921 | 24.3% | $26.72万 | 加仓 |
| WMT | WALMART INC | $116.80万 | 0.69% | 9,398 | 144 | 1.6% | $1.79万 | 加仓 |
| BIV | VANGUARD INT TERM BOND | $115.31万 | 0.68% | 14,940 | 268 | 1.8% | $2.07万 | 加仓 |
| NVDA | NVIDIA CORP | $101.50万 | 0.60% | 5,820 | 753 | 14.9% | $13.13万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $91.85万 | 0.54% | 8,115 | 34 | 0.4% | $3,848 | 加仓 |
| SPY | STATE STREET SPDR S&P | $86.53万 | 0.51% | 1,330 | -362 | -21.4% | -$23.55万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $83.76万 | 0.50% | 1,402 | 117 | 9.1% | $6.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $72.00万 | 0.43% | 1,945 | 260 | 15.4% | $9.62万 | 加仓 |
| NEM | NEWMONT CORP | $53.18万 | 0.31% | 4,913 | -2,528 | -34.0% | -$27.36万 | 减仓 |
| GOOGL | ALPHABET INC | $47.14万 | 0.28% | 1,639 | 304 | 22.8% | $8.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $45.62万 | 0.27% | 952 | 46 | 5.1% | $2.20万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND | $44.18万 | 0.26% | 2,983 | -652 | -17.9% | -$9.66万 | 减仓 |
| XLE | STATE STREET ENERGY | $40.84万 | 0.24% | 6,667 | 41 | 0.6% | $2,512 | 加仓 |
| MCO | MOODYS CORP | $38.26万 | 0.23% | 877 | 41 | 4.9% | $1.79万 | 加仓 |
| V | VISA INC | $36.97万 | 0.22% | 1,223 | 43 | 3.6% | $1.30万 | 加仓 |
| AMZN | AMAZON.COM INC | $35.78万 | 0.21% | 1,718 | 112 | 7.0% | $2.33万 | 加仓 |
| — | EXXON MOBIL CORP | $34.61万 | 0.20% | 2,040 | -371 | -15.4% | -$6.29万 | 减仓 |
| GOOG | ALPHABET INC | $34.37万 | 0.20% | 1,198 | 173 | 16.9% | $4.96万 | 加仓 |
| VPU | VANGUARD UTILITIES INDEX | $33.51万 | 0.20% | 1,691 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $31.52万 | 0.19% | 551 | 160 | 40.9% | $9.15万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND | $29.67万 | 0.18% | 4,314 | 24 | 0.6% | $1,651 | 加仓 |
| VIG | VANGUARD DIVIDEND | $28.30万 | 0.17% | 1,316 | -192 | -12.7% | -$4.13万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $27.73万 | 0.16% | 425 | 29 | 7.3% | $1.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $26.95万 | 0.16% | 467 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL-CAP VALUE | $26.27万 | 0.16% | 1,209 | 1,155 | 2,138.9% | $25.09万 | 加仓 |
| MCD | MCDONALDS CORP | $26.07万 | 0.15% | 839 | 25 | 3.1% | $7,770 | 加仓 |
| FDX | FEDEX CORP | $23.66万 | 0.14% | 664 | 30 | 4.7% | $1.07万 | 加仓 |
| LQD | ISHARES IBOXX $ | $23.49万 | 0.14% | 2,155 | 208 | 10.7% | $2.27万 | 加仓 |
| ORCL | ORACLE CORP | $22.23万 | 0.13% | 1,511 | -909 | -37.6% | -$13.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $21.70万 | 0.13% | 738 | -337 | -31.3% | -$9.91万 | 减仓 |
| TSLA | TESLA INC | $21.45万 | 0.13% | 577 | 59 | 11.4% | $2.19万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM U.S. | $20.98万 | 0.12% | 8,646 | 8,499 | 5,781.6% | $20.63万 | 加仓 |
| SCHQ | SCHWAB LONG-TERM U.S. | $17.97万 | 0.11% | 5,718 | 5,718 | — | $17.97万 | 新建仓 |
| VCSH | VANGUARD SHORT TERM COR | $17.54万 | 0.10% | 2,212 | -573 | -20.6% | -$4.54万 | 减仓 |
| AVGO | BROADCOM INC | $17.44万 | 0.10% | 564 | -954 | -62.8% | -$29.51万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE | $14.08万 | 0.08% | 1,555 | -114 | -6.8% | -$1.03万 | 减仓 |
| IBM | IBM CORP | $13.84万 | 0.08% | 571 | -77 | -11.9% | -$1.87万 | 减仓 |
| VV | VANGUARD LARGE-CAP INDEX | $13.78万 | 0.08% | 461 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND | $12.62万 | 0.07% | 1,714 | -8,457 | -83.1% | -$62.27万 | 减仓 |
| BA | BOEING CO | $12.48万 | 0.07% | 627 | 15 | 2.5% | $2,985 | 加仓 |
| PICK | ISHARES MSCI GLOBAL | $12.13万 | 0.07% | 2,143 | 86 | 4.2% | $4,868 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN | $11.78万 | 0.07% | 1,995 | -79 | -3.8% | -$4,663 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $10.59万 | 0.06% | 244 | -249 | -50.5% | -$10.81万 | 减仓 |
| MSIF | MSC INCOME FD INC | $10.19万 | 0.06% | 8,363 | 5,578 | 200.3% | $6.79万 | 重新持有 |
| MS | MORGAN STANLEY | $10.04万 | 0.06% | 610 | 22 | 3.7% | $3,621 | 加仓 |
| CAT | CATERPILLAR INC | $9.52万 | 0.06% | 134 | 12 | 9.8% | $8,527 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY | $9.42万 | 0.06% | 558 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $9.34万 | 0.06% | 725 | 45 | 6.6% | $5,795 | 加仓 |
| HD | HOME DEPOT INC | $9.18万 | 0.05% | 279 | -189 | -40.4% | -$6.22万 | 减仓 |
| PDBC | INVESCO OPTIMUM YIELD | $8.41万 | 0.05% | 4,854 | 4,854 | — | $8.41万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $8.29万 | 0.05% | 339 | 109 | 47.4% | $2.66万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $8.17万 | 0.05% | 841 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $7.83万 | 0.05% | 1,607 | 329 | 25.7% | $1.60万 | 加仓 |
| SCHZ | SCHWAB U.S. AGGREGATE | $7.73万 | 0.05% | 3,328 | -9,253 | -73.5% | -$21.49万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET | $7.26万 | 0.04% | 353 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $6.81万 | 0.04% | 74 | 35 | 89.7% | $3.22万 | 加仓 |
| — | INVESCO S&P GLOBAL WATER | $6.78万 | 0.04% | 1,060 | 1,060 | — | $6.78万 | 新建仓 |
| ITOT | ISHARES CORE S&P TOTAL | $6.61万 | 0.04% | 464 | 297 | 177.8% | $4.23万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $6.60万 | 0.04% | 78 | -39 | -33.3% | -$3.30万 | 减仓 |
| BX | BLACKSTONE INC | $6.44万 | 0.04% | 560 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $6.24万 | 0.04% | 519 | 97 | 23.0% | $1.17万 | 加仓 |
| PEP | PEPSICO INC | $6.07万 | 0.04% | 391 | 9 | 2.4% | $1,398 | 加仓 |
| IWM | ISHARES RUSSELL 2000 | $5.28万 | 0.03% | 213 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $5.19万 | 0.03% | 540 | 190 | 54.3% | $1.83万 | 加仓 |
| SDY | STATE STREET SPDR S&P | $5.18万 | 0.03% | 355 | 255 | 255.0% | $3.72万 | 加仓 |
| DIS | DISNEY WALT CO | $4.87万 | 0.03% | 505 | 56 | 12.5% | $5,397 | 加仓 |
| DHI | D R HORTON INC | $4.57万 | 0.03% | 333 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $4.45万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $4.35万 | 0.03% | 72 | 11 | 18.0% | $6,648 | 加仓 |
| CMCSA | COMCAST CORP NEW | $4.29万 | 0.03% | 1,493 | 176 | 13.4% | $5,054 | 加仓 |
| USB | US BANCORP DEL | $4.08万 | 0.02% | 784 | 71 | 10.0% | $3,693 | 加仓 |
| — | ISHARES MSCI AGRICULTURE | $4.06万 | 0.02% | 897 | 0 | 0.0% | — | 不变 |
| SMA | SMARTSTOP SELF STORAGE R | $4.05万 | 0.02% | 1,337 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $4.04万 | 0.02% | 127 | 52 | 69.3% | $1.65万 | 加仓 |
| MA | MASTERCARD INC | $3.90万 | 0.02% | 78 | 45 | 136.4% | $2.25万 | 加仓 |
| AMGN | AMGEN INC | $3.88万 | 0.02% | 110 | 35 | 46.7% | $1.24万 | 加仓 |
| LOW | LOWES COS INC | $3.85万 | 0.02% | 163 | 41 | 33.6% | $9,688 | 加仓 |
| VGT | VANGUARD INFORMATION | $3.84万 | 0.02% | 55 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI | $3.83万 | 0.02% | 271 | 1 | 0.4% | $141 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL | $3.73万 | 0.02% | 431 | 137 | 46.6% | $1.19万 | 加仓 |
| SNDK | SANDISK CORP | $3.69万 | 0.02% | 58 | 58 | — | $3.69万 | 新建仓 |