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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 31
增持 74
减持 26
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$24.0M
109,960
-25%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$13.7M
216,219
减持
SCHG
SCHWAB STRATEGIC TR
-$10.5M
795,860
-27%
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。
减持
COWZ
PACER FDS TR
-$10.0M
199,386
-46%
增持
EFA
ISHARES TR
+$8.1M
347,644
+29%
增持
QQQ
INVESCO QQQ TR
+$7.3M
18,220
+658%
增持
IEMG
ISHARES INC
+$6.8M
140,426
+816%
增持
DYNF
BLACKROCK ETF TRUST
+$5.9M
272,546
+89%
增持
ABFL
TRIMTABS ETF TR
+$5.6M
197,889
+87%
减持
SSO
PROSHARES TR
-$5.6M
75,050
-41%
增持
FBCG
FIDELITY COVINGTON TRUST
+$5.4M
308,038
+105%
减持
JAAA
JANUS DETROIT STR TR
-$5.0M
56,912
-63%
清仓
—
INNOVATOR ETFS TR
-$4.8M
0
-100%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$4.6M
71,953
增持
PWRD
TCW ETF TRUST
+$4.6M
125,477
+117%
增持
OEF
ISHARES TR
+$4.3M
17,974
+813%
建仓
FQAL
FIDELITY COVINGTON TRUST
+$4.0M
61,667
增持
EFV
ISHARES TR
+$3.9M
116,519
+108%
减持
—
INNOVATOR ETFS TR
-$3.7M
30,405
-78%
建仓
ITOT
ISHARES TR
+$3.6M
29,199
建仓
ABLD
ABACUS FCF ETF TR
+$3.3M
115,273
清仓
FVAL
FIDELITY COVINGTON TRUST
-$3.3M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
58,060
+16%
增持
IWR
ISHARES TR
+$2.9M
161,368
+32%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$2.4M
0
-100%
减持
—
INNOVATOR ETFS TR
-$2.4M
11,972
-85%
清仓
EMXC
ISHARES INC
-$2.3M
0
-100%
建仓
EMGF
ISHARES INC
+$2.3M
48,789
增持
AGG
ISHARES TR
+$2.2M
288,568
+6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.2M
85,393
+130%
增持
QUAL
ISHARES TR
+$2.2M
25,136
+113%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$2.0M
40,411
增持
IAU
ISHARES GOLD TR
+$2.0M
44,930
+237%
清仓
ABLG
TRIMTABS ETF TR
-$1.9M
0
-100%
增持
META
META PLATFORMS INC
+$1.9M
4,330
+343%
减持
—
INNOVATOR ETFS TR
-$1.8M
28,940
-67%
建仓
IEI
ISHARES TR
+$1.8M
15,097
建仓
VV
VANGUARD INDEX FDS
+$1.8M
6,823
增持
IYW
ISHARES TR
+$1.7M
29,347
+93%
增持
DJP
BARCLAYS BANK PLC
+$1.5M
189,862
+17%
增持
MUB
ISHARES TR
+$1.5M
196,696
+9%
增持
SMMU
PIMCO ETF TR
+$1.5M
38,194
+331%
建仓
ICLN
ISHARES TR
+$1.4M
126,336
清仓
MTUM
ISHARES TR
-$1.4M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
35,127
+275%
增持
BINC
BLACKROCK ETF TRUST II
+$1.3M
105,204
+31%
减持
QYLD
GLOBAL X FDS
-$1.3M
131,943
-30%
增持
V
VISA INC
+$1.1M
11,157
+26%
增持
EFG
ISHARES TR
+$1.1M
41,714
+31%
增持
IYR
ISHARES TR
+$1.1M
66,928
+17%
减持
AAPL
APPLE INC
-$1.1M
21,874
-7%
清仓
IXC
ISHARES TR
-$1.0M
0
-100%
增持
TLH
ISHARES TR
+$957.4K
11,450
+394%
增持
FISV
FISERV INC
+$943.8K
16,137
+27%
建仓
IGM
ISHARES TR
+$934.5K
10,306
建仓
VGT
VANGUARD WORLD FD
+$881.9K
1,626
增持
MUNI
PIMCO ETF TR
+$853.9K
49,520
+51%
减持
SPYI
NEOS ETF TRUST
-$852.7K
40,386
-26%
增持
VTI
VANGUARD INDEX FDS
+$852.1K
5,512
+141%
减持
SPGM
SPDR INDEX SHS FDS
-$815.2K
91,558
-11%
增持
BIL
SPDR SER TR
+$800.9K
12,443
+234%
减持
JEPI
J P MORGAN EXCHANGE TRADED
-$747.7K
33,624
-28%
增持
SYK
STRYKER CORPORATION
+$744.0K
8,598
+26%
清仓
IQLT
ISHARES TR
-$676.8K
0
-100%
增持
LLY
ELI LILLY & CO
+$664.2K
3,098
+26%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$664.0K
3,943
+24%
增持
INTU
INTUIT
+$644.1K
5,159
+28%
增持
BKNG
BOOKING HOLDINGS INC
+$632.5K
793
+30%
增持
MA
MASTERCARD INCORPORATED
+$624.5K
4,713
+27%
减持
TSLA
TESLA INC
-$598.8K
2,450
-20%
减持
ACWI
ISHARES TR
-$597.5K
80,587
-5%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$588.5K
22,584
-34%
建仓
VUG
VANGUARD INDEX FDS
+$537.7K
1,450
减持
JPST
J P MORGAN EXCHANGE TRADED
-$537.5K
8,266
-56%
增持
CVX
CHEVRON CORP NEW
+$535.2K
5,112
+131%
清仓
IYE
ISHARES TR
-$507.9K
0
-100%
减持
CDC
VICTORY PORTFOLIOS II
-$500.2K
11,308
-43%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$490.3K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$476.8K
6,880
+24%
建仓
BITB
BITWISE BITCOIN ETF TR
+$471.7K
10,510
增持
TLT
ISHARES TR
+$434.8K
19,010
+28%
减持
AOA
ISHARES TR
-$431.2K
71,003
-7%
增持
MCK
MCKESSON CORP
+$425.4K
2,048
+22%
增持
IWM
ISHARES TR
+$421.4K
26,617
+20%
增持
MSFT
MICROSOFT CORP
+$418.0K
15,588
+21%
增持
IEV
ISHARES TR
+$417.9K
11,783
+129%
增持
IWB
ISHARES TR
+$383.4K
1,986
+183%
增持
CTAS
CINTAS CORP
+$382.2K
3,913
+69%
建仓
PTIN
PACER FDS TR
+$369.9K
12,616
建仓
NFLX
NETFLIX INC
+$355.3K
381
建仓
VXUS
VANGUARD STAR FDS
+$340.2K
5,479
建仓
FAST
FASTENAL CO
+$338.1K
4,360
建仓
—
GENPACT LIMITED
+$330.3K
6,556
清仓
EEM
ISHARES TR
-$323.4K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$314.0K
1,485
建仓
ROP
ROPER TECHNOLOGIES INC
+$308.4K
523
减持
VOO
VANGUARD INDEX FDS
-$305.6K
2,124
-18%
减持
SDSI
AMERICAN CENTY ETF TR
-$298.9K
9,131
-39%
增持
AOM
ISHARES TR
+$297.0K
15,586
+75%
减持
AMZN
AMAZON COM INC
-$296.0K
8,127
-3%
清仓
MINT
PIMCO ETF TR
-$293.6K
0
-100%
增持
GWW
GRAINGER W W INC
+$285.1K
2,046
+24%
增持
BRO
BROWN & BROWN INC
+$284.7K
5,166
+47%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$283.5K
4,518
建仓
VEEV
VEEVA SYS INC
+$274.0K
1,183
建仓
—
CHECK POINT SOFTWARE TECH LT
+$268.7K
1,179
建仓
—
STERIS PLC
+$267.7K
1,181
增持
ZECP
ZACKS TRUST
+$258.1K
27,892
+46%
清仓
MRK
MERCK & CO INC
-$254.5K
0
-100%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$248.3K
3,426
清仓
SCHM
SCHWAB STRATEGIC TR
-$246.0K
0
-100%
增持
CPRT
COPART INC
+$230.3K
10,011
+71%
增持
—
ACCENTURE PLC IRELAND
+$230.1K
9,762
+22%
建仓
ROL
ROLLINS INC
+$227.0K
4,202
建仓
YELP
YELP INC
+$224.3K
6,056
清仓
RWJ
INVESCO EXCH TRADED FD TR II
-$219.6K
0
-100%
建仓
—
EXXON MOBIL CORP
+$218.8K
1,840
建仓
IDXX
IDEXX LABS INC
+$218.0K
519
建仓
PTNQ
PACER FDS TR
+$215.9K
3,041
清仓
USMV
ISHARES TR
-$211.7K
0
-100%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$209.9K
2,738
+36%
清仓
IWV
ISHARES TR
-$207.2K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$205.2K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$204.2K
6,816
+0%
清仓
CAT
CATERPILLAR INC
-$202.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$196.2K
6,228
+8%
增持
CPAY
CORPAY INC
+$191.4K
1,428
+58%
减持
IOO
ISHARES TR
-$179.5K
4,927
-24%
增持
EMB
ISHARES TR
+$170.1K
6,252
+40%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$166.5K
4,971
+27%
增持
FICO
FAIR ISAAC CORP
+$143.0K
355
+38%
增持
ITT
ITT INC
+$136.5K
3,850
+53%
增持
COR
CENCORA INC
+$129.9K
1,586
+15%
增持
GOOGL
ALPHABET INC
+$126.8K
28,128
+26%
减持
IBIT
ISHARES BITCOIN TR
-$110.3K
15,986
-1%
增持
XBIL
RBB FD INC
+$109.2K
10,379
+26%
增持
ABBV
ABBVIE INC
+$101.7K
3,138
+0%
减持
AOR
ISHARES TR
-$101.5K
85,407
-2%
增持
NICE
NICE LTD
+$99.6K
2,315
+53%
增持
MSTR
MICROSTRATEGY INC
+$98.9K
1,578
+28%
增持
MCD
MCDONALDS CORP
+$82.1K
3,483
+0%
增持
SMIZ
ZACKS TRUST
+$80.7K
10,190
+49%
增持
COST
COSTCO WHSL CORP NEW
+$75.4K
910
+6%
减持
MAGS
LISTED FD TR
-$71.8K
8,023
-1%
增持
IEFA
ISHARES TR
+$70.9K
4,679
+16%
增持
PGR
PROGRESSIVE CORP
+$70.2K
1,372
+3%
增持
MRSH
MARSH & MCLENNAN COS INC
+$67.0K
1,138
+15%
增持
—
EATON CORP PLC
+$61.6K
5,535
+27%
增持
HUBB
HUBBELL INC
+$60.1K
812
+63%
增持
DECK
DECKERS OUTDOOR CORP
-$51.6K
2,962
+57%
