小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
UNIQUE WEALTH, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
UNIQUE WEALTH, LLC
报告期 2026-03-31 · CIK 0001957124
持仓数
182
前50大市值合计
$623.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 116 项
建仓 31
增持 51
减持 31
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$6.5M
45,129
+27%
增持
AGG
ISHARES TR
+$6.4M
221,674
+34%
增持
EFA
ISHARES TR
+$5.4M
230,223
+31%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MUB
ISHARES TR
+$4.1M
156,897
+29%
建仓
DYNF
BLACKROCK ETF TRUST
+$4.0M
81,022
建仓
ABFL
TRIMTABS ETF TR
+$3.9M
59,123
减持
COWZ
PACER FDS TR
-$3.3M
425,363
-17%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$3.3M
76,113
建仓
BINC
BLACKROCK ETF TRUST II
+$2.8M
52,623
增持
IWR
ISHARES TR
+$2.8M
106,589
+31%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.6M
298,649
-11%
减持
QYLD
GLOBAL X FDS
-$2.4M
239,318
-37%
建仓
PWRD
TCW ETF TRUST
+$2.4M
32,550
增持
ACWI
ISHARES TR
+$2.4M
49,823
+57%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$2.2M
47,913
减持
JEPI
J P MORGAN EXCHANGE TRADED
-$2.1M
55,429
-42%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$2.0M
32,675
建仓
QUAL
ISHARES TR
+$1.9M
10,514
减持
SPYI
NEOS ETF TRUST
-$1.9M
61,358
-38%
建仓
EFV
ISHARES TR
+$1.7M
29,437
减持
JAAA
JANUS DETROIT STR TR
-$1.6M
179,019
-15%
增持
DJP
BARCLAYS BANK PLC
+$1.6M
136,973
+55%
建仓
EFG
ISHARES TR
+$1.5M
13,691
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$1.5M
23,854
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.4M
40,573
-43%
建仓
EMXC
ISHARES INC
+$1.3M
21,901
建仓
IYW
ISHARES TR
+$1.2M
7,864
增持
IWM
ISHARES TR
+$1.2M
17,298
+33%
建仓
ABLG
TRIMTABS ETF TR
+$1.1M
35,220
清仓
MRK
MERCK & CO INC
-$970.7K
0
-100%
减持
CDC
VICTORY PORTFOLIOS II
-$933.6K
26,449
-42%
增持
LLY
ELI LILLY & CO
+$927.3K
1,401
+304%
增持
AAPL
APPLE INC
+$891.2K
21,504
+10%
减持
IVV
ISHARES TR
-$646.9K
158,375
-6%
增持
—
ACCENTURE PLC IRELAND
+$635.0K
7,490
+13%
减持
SDSI
AMERICAN CENTY ETF TR
-$635.0K
10,388
-55%
增持
FISV
FISERV INC
+$632.8K
11,715
+19%
增持
IYR
ISHARES TR
+$573.2K
37,486
+1%
建仓
TLT
ISHARES TR
+$564.8K
5,757
清仓
NKE
NIKE INC
-$504.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$490.3K
34,201
+15%
减持
SSO
PROSHARES TR
-$480.8K
144,812
-12%
增持
BKNG
BOOKING HOLDINGS INC
+$460.5K
557
+17%
建仓
QQQ
INVESCO QQQ TR
+$460.3K
943
建仓
MUNI
PIMCO ETF TR
+$425.8K
8,038
增持
SYK
STRYKER CORPORATION
+$417.7K
6,147
+16%
增持
GWW
GRAINGER W W INC
+$417.0K
1,501
+19%
减持
—
INNOVATOR ETFS TR
-$416.3K
109,200
-13%
增持
MA
MASTERCARD INCORPORATED
+$414.4K
3,406
+19%
增持
V
VISA INC
+$409.3K
8,170
+17%
增持
MSFT
MICROSOFT CORP
+$370.5K
11,865
+12%
减持
SPGM
SPDR INDEX SHS FDS
-$365.2K
108,743
-11%
建仓
IVW
ISHARES TR
+$362.3K
3,784
增持
UNH
UNITEDHEALTH GROUP INC
+$362.2K
3,427
+6%
建仓
IVE
ISHARES TR
+$343.7K
1,743
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$334.3K
2,723
+21%
减持
AOA
ISHARES TR
+$326.9K
79,161
-0%
增持
CRM
SALESFORCE INC
+$321.0K
6,972
+13%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$317.5K
5,059
+12%
建仓
EMB
ISHARES TR
+$291.3K
3,113
减持
—
INNOVATOR ETFS TR
-$289.1K
207,496
-7%
减持
—
INNOVATOR ETFS TR
-$272.1K
98,173
-11%
增持
INTU
INTUIT
+$252.1K
3,693
+19%
建仓
SHW
SHERWIN WILLIAMS CO
+$238.9K
626
减持
IDV
ISHARES TR
-$237.3K
10,897
-47%
减持
—
INNOVATOR ETFS TR
-$236.0K
173,729
-9%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$228.7K
2,591
建仓
IAU
ISHARES GOLD TR
+$225.7K
4,541
建仓
ITT
ITT INC
+$224.6K
1,502
建仓
BRO
BROWN & BROWN INC
+$216.0K
2,085
建仓
CAT
CATERPILLAR INC
+$215.5K
551
建仓
TJX
TJX COS INC NEW
+$213.8K
1,819
建仓
CPRT
COPART INC
+$213.3K
4,070
建仓
ITA
ISHARES TR
+$212.6K
1,421
增持
GOOGL
ALPHABET INC
+$210.7K
20,245
+17%
建仓
VAW
VANGUARD WORLD FD
+$206.8K
978
建仓
MRSH
MARSH & MCLENNAN COS INC
+$204.6K
917
清仓
IEMG
ISHARES INC
-$201.8K
0
-100%
增持
HD
HOME DEPOT INC
+$182.6K
2,459
+4%
增持
VTI
VANGUARD INDEX FDS
+$171.3K
1,736
+45%
减持
AOR
ISHARES TR
+$169.8K
88,821
-2%
增持
—
EATON CORP PLC
+$169.7K
3,735
+10%
减持
MCD
MCDONALDS CORP
+$166.0K
3,358
-0%
增持
TSLA
TESLA INC
+$151.6K
2,111
+4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$151.4K
3,526
+17%
增持
VOO
VANGUARD INDEX FDS
+$128.3K
1,749
+10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$126.4K
10,221
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$124.5K
13,549
-20%
增持
IBIT
ISHARES BITCOIN TR
+$106.3K
14,573
+18%
减持
MAGS
LISTED FD TR
-$104.9K
16,460
-17%
增持
JNJ
JOHNSON & JOHNSON
+$98.6K
5,942
+0%
增持
COST
COSTCO WHSL CORP NEW
+$96.5K
756
+12%
增持
ABBV
ABBVIE INC
+$92.0K
3,452
+0%
增持
META
META PLATFORMS INC
+$83.0K
834
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$75.2K
9,187
+8%
增持
PGR
PROGRESSIVE CORP
+$73.4K
1,584
+0%
增持
WMT
WALMART INC
+$73.3K
5,199
+2%
增持
CTAS
CINTAS CORP
+$68.2K
1,525
+334%
减持
FICO
FAIR ISAAC CORP
+$66.2K
162
-3%
减持
SANG
SANGOMA TECHNOLOGIES CORP
-$64.7K
65,258
-24%
增持
MCK
MCKESSON CORP
-$60.3K
1,520
+9%
增持
OXY
OCCIDENTAL PETE CORP
-$55.0K
4,830
+0%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$47.6K
1,604
+6%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$42.4K
741
+13%
减持
WM
WASTE MGMT INC DEL
-$40.0K
6,818
-0%
增持
GOOG
ALPHABET INC
-$39.7K
3,375
+2%
减持
SCHM
SCHWAB STRATEGIC TR
-$32.6K
2,959
-17%
减持
JPST
J P MORGAN EXCHANGE TRADED
-$26.5K
18,717
-3%
增持
SGMOQ
SANGAMO THERAPEUTICS INC
+$17.4K
27,950
+70%
减持
CVX
CHEVRON CORP NEW
-$16.8K
1,599
-1%
增持
AMZN
AMAZON COM INC
+$12.4K
6,510
+4%
减持
AOM
ISHARES TR
+$9.2K
8,877
-2%
减持
DIS
DISNEY WALT CO
-$9.0K
2,629
-0%
减持
—
EXXON MOBIL CORP
+$5.3K
2,561
-0%
增持
COR
CENCORA INC
+$4.4K
1,293
+2%
增持
BIL
SPDR SER TR
+$2.8K
2,507
+1%
