小隐寺数据中心

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

数据来源:SEC及其他第三方非公开数据库

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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 139 项建仓 27增持 76减持 29清仓 7

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES TR

-$5.5M

145,779 -8%

增持

ACWI ISHARES TR

+$4.0M

84,911 +70%

增持

AGG ISHARES TR

+$3.9M

271,488 +22%

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

FBCG FIDELITY COVINGTON TRUST

+$3.7M

150,101 +97%

减持

COWZ PACER FDS TR

-$3.6M

371,205 -13%

增持

SPY SPDR S&P 500 ETF TR

+$3.5M

50,111 +11%

增持

DYNF BLACKROCK ETF TRUST

+$3.4M

143,843 +78%

增持

ABFL TRIMTABS ETF TR

+$3.2M

105,918 +79%

增持

MUB ISHARES TR

+$2.2M

180,724 +15%

清仓

UNH UNITEDHEALTH GROUP INC

-$2.0M

0 -100%

增持

PWRD TCW ETF TRUST

+$1.8M

57,766 +77%

增持

EFG ISHARES TR

+$1.6M

31,850 +133%

增持

IYR ISHARES TR

+$1.5M

57,192 +53%

建仓

MTUM ISHARES TR

+$1.4M

6,925

增持

IWR ISHARES TR

+$1.4M

122,145 +15%

增持

BINC BLACKROCK ETF TRUST II

+$1.4M

80,249 +52%

增持

FVAL FIDELITY COVINGTON TRUST

+$1.3M

53,217 +63%

减持

SSO PROSHARES TR

-$1.3M

127,326 -12%

增持

MUNI PIMCO ETF TR

+$1.3M

32,841 +309%

减持

JAAA JANUS DETROIT STR TR

-$1.3M

154,644 -14%

增持

EFV ISHARES TR

+$1.2M

56,063 +90%

增持

IYW ISHARES TR

+$1.2M

15,216 +93%

减持

— INNOVATOR ETFS TR

-$1.1M

137,102 -21%

增持

IWM ISHARES TR

+$1.1M

22,124 +28%

增持

EFA ISHARES TR

+$1.1M

268,631 +17%

建仓

IXC ISHARES TR

+$1.0M

26,588

增持

EMXC ISHARES INC

+$1.0M

42,259 +93%

减持

— INNOVATOR ETFS TR

-$964.8K

169,099 -19%

增持

HELO J P MORGAN EXCHANGE TRADED F

+$959.9K

38,980 +63%

增持

NVDA NVIDIA CORPORATION

+$899.8K

37,629 +10%

增持

AAPL APPLE INC

+$899.1K

23,597 +10%

增持

GOOGL ALPHABET INC

+$865.5K

22,308 +10%

减持

QYLD GLOBAL X FDS

-$865.2K

189,459 -21%

增持

ABLG TRIMTABS ETF TR

+$840.1K

67,728 +92%

建仓

IEMG ISHARES INC

+$800.4K

15,327

增持

DJP BARCLAYS BANK PLC

+$769.8K

161,601 +18%

增持

QQQ INVESCO QQQ TR

+$768.8K

2,404 +155%

增持

TLT ISHARES TR

+$730.9K

14,836 +158%

增持

CRM SALESFORCE INC

+$712.5K

7,839 +12%

增持

SCHG SCHWAB STRATEGIC TR

-$696.5K

1,091,357 +265%

增持

TSLA TESLA INC

+$681.5K

3,055 +45%

建仓

IQLT ISHARES TR

+$676.8K

18,233

增持

BKNG BOOKING HOLDINGS INC

+$674.7K

608 +9%

增持

LLY ELI LILLY & CO

+$653.1K

2,454 +75%

减持

JEPI J P MORGAN EXCHANGE TRADED

-$629.6K

46,393 -16%

增持

AMZN AMAZON COM INC

+$628.6K

8,397 +29%

清仓

SCHB SCHWAB STRATEGIC TR

-$611.1K

0 -100%

建仓

ZECP ZACKS TRUST

+$581.2K

19,084

减持

FBND FIDELITY MERRIMACK STR TR

-$576.0K

37,073 -23%

建仓

OEF ISHARES TR

+$568.5K

1,968

减持

— INNOVATOR ETFS TR

-$552.4K

79,898 -19%

增持

V VISA INC

+$548.1K

8,842 +8%

减持

— INNOVATOR ETFS TR

-$543.6K

88,735 -19%

增持

FISV FISERV INC

+$515.1K

12,753 +9%

减持

SPGM SPDR INDEX SHS FDS

-$513.0K

103,115 -5%

建仓

IYE ISHARES TR

+$507.9K

11,145

减持

KNG FIRST TR EXCHANGE-TRADED FD

-$481.0K

34,444 -15%

减持

CDC VICTORY PORTFOLIOS II

-$475.4K

19,869 -25%

增持

VOO VANGUARD INDEX FDS

+$474.6K

2,593 +48%

建仓

SMMU PIMCO ETF TR

+$441.5K

8,858

增持

IAU ISHARES GOLD TR

+$434.6K

13,336 +194%

建仓

XBIL RBB FD INC

+$411.5K

8,224

建仓

IVLU ISHARES TR

+$390.7K

14,411

减持

AOA ISHARES TR

-$383.7K

76,529 -3%

建仓

DECK DECKERS OUTDOOR CORP

+$382.8K

1,885

减持

SPYI NEOS ETF TRUST

-$356.6K

54,837 -11%

建仓

MSTR MICROSTRATEGY INC

+$355.9K

1,229

减持

MAGS LISTED FD TR

-$345.0K

8,081 -51%

增持

IBIT ISHARES BITCOIN TR

+$332.1K

16,185 +11%

增持

MSFT MICROSOFT CORP

+$328.0K

12,891 +9%

建仓

EEM ISHARES TR

+$323.4K

7,734

建仓

CPAY CORPAY INC

+$306.6K

906

清仓

— EXXON MOBIL CORP

-$300.1K

0 -100%

建仓

IEFA ISHARES TR

+$283.1K

4,028

增持

MA MASTERCARD INCORPORATED

+$277.0K

3,720 +9%

减持

VEA VANGUARD TAX-MANAGED FDS

-$268.1K

9,356 -31%

建仓

IEV ISHARES TR

+$267.8K

5,145

建仓

NICE NICE LTD

+$257.3K

1,515

建仓

MRK MERCK & CO INC

+$254.5K

2,558

清仓

OXY OCCIDENTAL PETE CORP

-$248.9K

0 -100%

减持

AOR ISHARES TR

-$243.4K

87,550 -1%

增持

SYK STRYKER CORPORATION

+$236.0K

6,823 +11%

建仓

TLH ISHARES TR

+$230.5K

2,316

增持

INTU INTUIT

+$230.1K

4,015 +9%

增持

SDSI AMERICAN CENTY ETF TR

+$228.4K

15,090 +45%

建仓

SMIZ ZACKS TRUST

+$227.6K

6,860

建仓

IWB ISHARES TR

+$225.8K

701

增持

ADP AUTOMATIC DATA PROCESSING IN

+$225.3K

5,552 +10%

建仓

RWJ INVESCO EXCH TRADED FD TR II

+$219.6K

4,800

建仓

GD GENERAL DYNAMICS CORP

+$215.3K

817

增持

QUAL ISHARES TR

+$211.7K

11,775 +12%

建仓

USMV ISHARES TR

+$211.7K

2,384

建仓

HUBB HUBBELL INC

+$208.6K

498

清仓

CRWD CROWDSTRIKE HLDGS INC

-$207.8K

0 -100%

建仓

IWV ISHARES TR

+$207.2K

620

清仓

VAW VANGUARD WORLD FD

-$206.8K

0 -100%

建仓

RSP INVESCO EXCHANGE TRADED FD T

+$205.2K

1,171

增持

— EATON CORP PLC

+$205.1K

4,348 +16%

增持

MCK MCKESSON CORP

+$201.4K

1,672 +10%

增持

FICO FAIR ISAAC CORP

+$196.8K

257 +59%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$182.7K

3,168 +16%

增持

GWW GRAINGER W W INC

+$176.8K

1,647 +10%

增持

VTI VANGUARD INDEX FDS

+$171.2K

2,287 +32%

增持

— ACCENTURE PLC IRELAND

+$168.5K

8,005 +7%

增持

BRO BROWN & BROWN INC

+$142.0K

3,509 +68%

增持

ITT ITT INC

+$136.1K

2,524 +68%

减持

JNJ JOHNSON & JOHNSON

-$126.3K

5,785 -3%

减持

ABBV ABBVIE INC

-$125.9K

3,128 -9%

增持

CPRT COPART INC

+$122.9K

5,858 +44%

增持

COST COSTCO WHSL CORP NEW

+$115.0K

857 +13%

增持

GOOG ALPHABET INC

+$115.0K

3,563 +6%

增持

IVW ISHARES TR

+$113.0K

4,682 +24%

减持

HD HOME DEPOT INC

-$110.7K

2,277 -7%

增持

BIL SPDR SER TR

+$110.3K

3,724 +49%

减持

PLTR PALANTIR TECHNOLOGIES INC

+$110.1K

6,483 -37%

增持

BR BROADRIDGE FINL SOLUTIONS IN

+$109.1K

2,008 +25%

增持

CTAS CINTAS CORP

+$108.1K

2,310 +51%

增持

EMB ISHARES TR

+$104.9K

4,450 +43%

增持

META META PLATFORMS INC

+$95.3K

978 +17%

减持

IDV ISHARES TR

-$90.6K

8,721 -20%

增持

ADBE ADOBE SYSTEMS INCORPORATED

-$85.7K

3,913 +11%

增持

CVX CHEVRON CORP NEW

+$84.4K

2,209 +38%

减持

PGR PROGRESSIVE CORP

-$83.8K

1,328 -16%

增持

SHW SHERWIN WILLIAMS CO

+$60.9K

882 +41%

减持

WM WASTE MGMT INC DEL

-$41.6K

6,808 -0%

减持

WMT WALMART INC

+$39.6K

5,085 -2%

增持

IVE ISHARES TR

+$27.2K

1,943 +11%

增持

TJX TJX COS INC NEW

+$26.5K

1,989 +9%

清仓

SGMOQ SANGAMO THERAPEUTICS INC

-$24.2K

0 -100%

增持

COR CENCORA INC

+$20.2K

1,385 +7%

减持

DIS DISNEY WALT CO

+$17.8K

2,431 -8%

增持

MCD MCDONALDS CORP

-$16.6K

3,470 +3%

增持

AOM ISHARES TR

-$13.5K

8,907 +0%

增持

CAT CATERPILLAR INC

-$13.4K

557 +1%

减持

PG PROCTER AND GAMBLE CO

-$12.1K

2,080 -0%

增持

IOO ISHARES TR

+$11.5K

6,489 +0%

增持

JPST J P MORGAN EXCHANGE TRADED

+$6.3K

18,979 +1%

增持

MRSH MARSH & MCLENNAN COS INC

+$6.1K

992 +8%

增持

SCHM SCHWAB STRATEGIC TR

+$119

8,877 +200%