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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE INDEX | $3,529.56万 | 17.92% | 161,587 | 6,687 | 4.3% | $146.06万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX | $3,322.25万 | 16.87% | 385,232 | 9,338 | 2.5% | $80.53万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED | $3,212.87万 | 16.31% | 450,640 | 14,878 | 3.4% | $106.07万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP | $1,026.39万 | 5.21% | 133,020 | 4,525 | 3.5% | $34.92万 | 加仓 |
| IJR | ISHARES CORE S&P | $893.42万 | 4.54% | 60,191 | 1,267 | 2.2% | $18.81万 | 加仓 |
| IEMG | ISHARES CORE MSCI | $856.81万 | 4.35% | 103,354 | 3,284 | 3.3% | $27.22万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE | $685.60万 | 3.48% | 71,064 | 2,211 | 3.2% | $21.33万 | 加仓 |
| BNDX | VANGUARD TOTAL | $617.07万 | 3.13% | 127,387 | 8,541 | 7.2% | $41.37万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND | $484.00万 | 2.46% | 62,065 | 6,374 | 11.4% | $49.71万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX | $417.51万 | 2.12% | 51,820 | -488 | -0.9% | -$3.93万 | 减仓 |
| ABBV | ABBVIE INC | $287.18万 | 1.46% | 11,412 | -59 | -0.5% | -$1.48万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK | $261.90万 | 1.33% | 7,078 | -108 | -1.5% | -$4.00万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR | $235.92万 | 1.20% | 44,979 | 1,726 | 4.0% | $9.05万 | 加仓 |
| AAPL | APPLE INC | $220.53万 | 1.12% | 7,621 | -294 | -3.7% | -$8.51万 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEX | $219.61万 | 1.12% | 7,245 | -211 | -2.8% | -$6.40万 | 减仓 |
| IDEV | ISHARES CORE MSCI | $208.08万 | 1.06% | 23,377 | 301 | 1.3% | $2.68万 | 加仓 |
| VXUS | VANGUARD TOTAL | $174.42万 | 0.89% | 20,403 | 1 | 0.0% | $85 | 加仓 |
| VWO | VANGUARD FTSE EMERGING | $165.86万 | 0.84% | 27,787 | -510 | -1.8% | -$3.04万 | 减仓 |
| BIV | VANGUARD | $152.20万 | 0.77% | 19,823 | 4,883 | 32.7% | $37.49万 | 加仓 |
| GLD | SPDR GOLD SHARES | $149.08万 | 0.76% | 4,047 | 127 | 3.2% | $4.68万 | 加仓 |
| NVDA | NVIDIA CORP | $116.45万 | 0.59% | 5,820 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $109.99万 | 0.56% | 20,571 | 503 | 2.5% | $2.69万 | 加仓 |
| WMT | WALMART INC | $106.44万 | 0.54% | 9,398 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P | $99.37万 | 0.50% | 1,331 | 1 | 0.1% | $747 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $96.45万 | 0.49% | 1,404 | 2 | 0.1% | $1,374 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $90.18万 | 0.46% | 8,152 | 37 | 0.5% | $4,093 | 加仓 |
| MSFT | MICROSOFT CORP | $72.55万 | 0.37% | 1,945 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $60.35万 | 0.31% | 1,598 | 1,034 | 183.3% | $39.05万 | 加仓 |
| GOOGL | ALPHABET INC | $58.59万 | 0.30% | 1,639 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 | $48.49万 | 0.25% | 2,000 | 1,980 | 9,900.0% | $48.00万 | 加仓 |
| NEM | NEWMONT CORP | $47.96万 | 0.24% | 5,135 | 222 | 4.5% | $2.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $47.64万 | 0.24% | 952 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND | $47.14万 | 0.24% | 2,983 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP F | $43.45万 | 0.22% | 11,829 | -6,495 | -35.4% | -$23.86万 | 重新持有 |
| GOOG | ALPHABET INC | $42.35万 | 0.22% | 1,198 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $41.99万 | 0.21% | 1,224 | 1 | 0.1% | $343 | 加仓 |
| AMZN | AMAZON.COM INC | $40.95万 | 0.21% | 1,718 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $39.72万 | 0.20% | 877 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY | $35.41万 | 0.18% | 6,667 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $34.39万 | 0.17% | 467 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG-TERM BOND | $34.38万 | 0.17% | 4,988 | 674 | 15.6% | $4.65万 | 加仓 |
| META | META PLATFORMS INC | $33.12万 | 0.17% | 588 | 37 | 6.7% | $2.08万 | 加仓 |
| VPU | VANGUARD UTILITIES INDEX | $33.10万 | 0.17% | 1,691 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 | $31.88万 | 0.16% | 426 | 1 | 0.2% | $748 | 加仓 |
| VIG | VANGUARD DIVIDEND | $31.17万 | 0.16% | 1,317 | 1 | 0.1% | $237 | 加仓 |
| — | EXXON MOBIL CORP | $27.89万 | 0.14% | 2,040 | 0 | 0.0% | — | 不变 |
| CET | CENTRAL SECURITIES CORPO | $26.27万 | 0.13% | 5,009 | 5,009 | — | $26.27万 | 新建仓 |
| CEG | CONSTELLATION ENERGY COR | $25.11万 | 0.13% | 1,011 | 985 | 3,788.5% | $24.46万 | 加仓 |
| TSLA | TESLA INC | $24.27万 | 0.12% | 577 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $24.17万 | 0.12% | 738 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ | $23.76万 | 0.12% | 2,178 | 23 | 1.1% | $2,509 | 加仓 |
| MCD | MCDONALDS CORP | $22.71万 | 0.12% | 840 | 1 | 0.1% | $270 | 加仓 |
| ING | ING GROEP N V F | $21.95万 | 0.11% | 6,995 | 665 | 10.5% | $2.09万 | 重新持有 |
| ORCL | ORACLE CORP | $21.28万 | 0.11% | 1,452 | -59 | -3.9% | -$8,646 | 减仓 |
| FDX | FEDEX CORP | $20.80万 | 0.11% | 664 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY H F | $18.24万 | 0.09% | 189 | -47 | -19.9% | -$4.54万 | 重新持有 |
| VCSH | VANGUARD SHORT TERM COR | $17.68万 | 0.09% | 2,237 | 25 | 1.1% | $1,976 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEX | $15.85万 | 0.08% | 461 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD F | $15.67万 | 0.08% | 1,010 | 0 | 0.0% | — | 重新持有 |
| IEFA | ISHARES CORE MSCI EAFE | $15.02万 | 0.08% | 1,555 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $14.62万 | 0.07% | 3,075 | 3,075 | — | $14.62万 | 新建仓 |
| CAT | CATERPILLAR INC | $14.31万 | 0.07% | 134 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $13.78万 | 0.07% | 2,955 | 2,875 | 3,593.8% | $13.40万 | 加仓 |
| XCHYX | CALAMOS CONVERTIBLE & HI | $13.62万 | 0.07% | 10,000 | 0 | 0.0% | — | 重新持有 |
| QCOM | QUALCOMM INC | $13.40万 | 0.07% | 725 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $13.27万 | 0.07% | 472 | -99 | -17.3% | -$2.78万 | 减仓 |
| SNDK | SANDISK CORP | $13.19万 | 0.07% | 58 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $12.75万 | 0.06% | 610 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND | $12.71万 | 0.06% | 1,731 | 17 | 1.0% | $1,248 | 加仓 |
| PICK | ISHARES MSCI GLOBAL | $12.57万 | 0.06% | 2,162 | 19 | 0.9% | $1,105 | 加仓 |
| BA | BOEING CO | $12.42万 | 0.06% | 574 | -53 | -8.5% | -$1.15万 | 减仓 |
| MXF | MEXICO FUND INC | $11.49万 | 0.06% | 5,255 | 5,255 | — | $11.49万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN | $10.18万 | 0.05% | 1,995 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $10.13万 | 0.05% | 244 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $9.84万 | 0.05% | 279 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FD INC | $9.68万 | 0.05% | 8,363 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL-CAP VALUE | $9.55万 | 0.05% | 393 | -816 | -67.5% | -$19.83万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $9.16万 | 0.05% | 1,607 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $8.88万 | 0.05% | 74 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $8.74万 | 0.04% | 841 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET | $8.69万 | 0.04% | 353 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $8.61万 | 0.04% | 339 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M F | $8.12万 | 0.04% | 170 | 11 | 6.9% | $5,253 | 重新持有 |
| ASX | ASE TECHNOLOGY HLDG CO F | $8.11万 | 0.04% | 1,797 | 1,797 | — | $8.11万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $7.89万 | 0.04% | 78 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB U.S. AGGREGATE | $7.78万 | 0.04% | 3,362 | 34 | 1.0% | $786 | 加仓 |
| LIN | LINDE PLC F | $7.52万 | 0.04% | 145 | -9 | -5.8% | -$4,670 | 重新持有 |
| NVS | NOVARTIS AG F | $7.05万 | 0.04% | 450 | -23 | -4.9% | -$3,605 | 重新持有 |
| PHO | INVESCO S&P GLOBAL WATER | $6.97万 | 0.04% | 1,060 | 1,060 | — | $6.97万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 | $6.40万 | 0.03% | 213 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL | $6.36万 | 0.03% | 387 | -77 | -16.6% | -$1.26万 | 减仓 |
| BX | BLACKSTONE INC | $6.24万 | 0.03% | 530 | -30 | -5.4% | -$3,530 | 减仓 |
| MRK | MERCK & CO. INC. | $6.03万 | 0.03% | 469 | -50 | -9.6% | -$6,425 | 减仓 |
| LRCX | LAM RESH CORP | $5.59万 | 0.03% | 129 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $5.42万 | 0.03% | 333 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P | $5.40万 | 0.03% | 355 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION | $5.26万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EX TECH SPACEX | $5.07万 | 0.03% | 297 | 297 | — | $5.07万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $5.04万 | 0.03% | 127 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $5.01万 | 0.03% | 332 | 332 | — | $5.01万 | 新建仓 |