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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 27
增持 86
减持 32
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$12.5M
72,846
+25%
增持
ABFL
TRIMTABS ETF TR
+$6.6M
271,456
+37%
增持
DYNF
BLACKROCK ETF TRUST
+$6.3M
360,540
+32%
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
+$5.5M
369,737
+20%
增持
PWRD
TCW ETF TRUST
+$5.3M
155,755
+24%
建仓
EUSA
ISHARES INC
+$4.5M
45,269
减持
OEF
ISHARES TR
-$4.0M
2,751
-85%
建仓
VTEB
VANGUARD MUN BD FDS
+$3.9M
80,157
增持
EFA
ISHARES TR
+$3.6M
357,930
+3%
增持
IEI
ISHARES TR
+$2.8M
38,680
+156%
建仓
IYF
ISHARES TR
+$2.8M
23,099
增持
NVDA
NVIDIA CORPORATION
+$2.7M
49,569
+5%
增持
ACWI
ISHARES TR
+$2.6M
93,044
+15%
建仓
SCHV
SCHWAB STRATEGIC TR
+$2.5M
91,317
减持
COWZ
PACER FDS TR
-$2.2M
157,448
-21%
增持
MSFT
MICROSOFT CORP
+$2.2M
16,187
+4%
减持
JAAA
JANUS DETROIT STR TR
-$2.1M
15,791
-72%
增持
EFV
ISHARES TR
+$2.0M
139,829
+20%
清仓
TLT
ISHARES TR
-$1.7M
0
-100%
增持
QUAL
ISHARES TR
+$1.7M
32,791
+30%
增持
EMGF
ISHARES INC
+$1.6M
75,283
+54%
增持
SMMU
PIMCO ETF TR
+$1.6M
69,866
+83%
增持
IWR
ISHARES TR
+$1.5M
165,799
+3%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
4,494
+112%
增持
BITB
BITWISE BITCOIN ETF TR
+$1.4M
32,304
+207%
增持
IEMG
ISHARES INC
+$1.2M
146,245
+4%
增持
BKNG
BOOKING HOLDINGS INC
+$1.2M
834
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.2M
110,725
+30%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
51,636
+47%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
721,720
-9%
增持
TLH
ISHARES TR
+$1.1M
22,928
+100%
增持
INTU
INTUIT
+$1.1M
5,429
+5%
增持
IWM
ISHARES TR
+$1.1M
29,731
+12%
减持
FQAL
FIDELITY COVINGTON TRUST
-$1.1M
40,950
-34%
增持
EFG
ISHARES TR
+$1.1M
46,757
+12%
增持
AGG
ISHARES TR
+$1.0M
298,023
+3%
增持
AOA
ISHARES TR
+$963.2K
76,677
+8%
增持
GOOGL
ALPHABET INC
+$915.9K
29,879
+6%
减持
ITOT
ISHARES TR
-$873.0K
19,917
-32%
增持
BINC
BLACKROCK ETF TRUST II
+$830.7K
120,010
+14%
增持
AOR
ISHARES TR
+$823.9K
93,240
+9%
增持
IYR
ISHARES TR
+$804.4K
76,108
+14%
减持
MUNI
PIMCO ETF TR
-$790.4K
34,314
-31%
增持
FDVV
FIDELITY COVINGTON TRUST
+$770.6K
53,344
+32%
增持
META
META PLATFORMS INC
+$769.7K
4,424
+2%
减持
QQQ
INVESCO QQQ TR
+$752.7K
16,852
-8%
减持
VV
VANGUARD INDEX FDS
-$667.6K
3,807
-44%
增持
FISV
FISERV INC
-$641.4K
16,949
+5%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$634.2K
200,067
-7%
增持
—
EATON CORP PLC
+$607.4K
5,916
+7%
减持
IVV
ISHARES TR
-$594.5K
98,554
-10%
增持
IAU
ISHARES GOLD TR
+$567.4K
51,579
+15%
增持
VGT
VANGUARD WORLD FD
+$522.9K
2,118
+30%
建仓
VFLO
VICTORY PORTFOLIOS II
+$486.1K
13,750
建仓
AOK
ISHARES TR
+$482.0K
12,337
减持
—
INNOVATOR ETFS TR
-$480.2K
11,321
-61%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
+$479.2K
71,556
-1%
减持
QYLD
GLOBAL X FDS
-$473.8K
102,894
-22%
清仓
SDSI
AMERICAN CENTY ETF TR
-$468.6K
0
-100%
增持
IGM
ISHARES TR
+$468.4K
12,488
+21%
增持
ICLN
ISHARES TR
+$447.3K
144,172
+14%
减持
IYW
ISHARES TR
+$440.0K
26,326
-10%
清仓
—
INNOVATOR ETFS TR
-$427.0K
0
-100%
减持
MUB
ISHARES TR
-$412.8K
194,552
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED
-$398.4K
26,788
-20%
增持
ABLD
ABACUS FCF ETF TR
+$382.0K
128,457
+11%
增持
IBIT
ISHARES BITCOIN TR
+$379.7K
18,428
+15%
减持
SSO
PROSHARES TR
-$379.6K
59,691
-20%
增持
SYK
STRYKER CORPORATION
+$366.8K
9,017
+5%
增持
AAPL
APPLE INC
-$341.6K
22,017
+1%
增持
IVLU
ISHARES TR
+$333.9K
21,638
+74%
清仓
DECK
DECKERS OUTDOOR CORP
-$331.2K
0
-100%
减持
—
INNOVATOR ETFS TR
-$330.1K
18,843
-38%
建仓
CLS
CELESTICA INC
+$324.4K
2,080
建仓
AVGO
BROADCOM INC
+$321.1K
1,165
增持
SMH
VANECK ETF TRUST
+$320.1K
2,274
+53%
建仓
JSI
JANUS DETROIT STR TR
+$318.4K
6,050
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$315.9K
2,456
增持
GWW
GRAINGER W W INC
+$303.8K
2,235
+9%
增持
VO
VANGUARD INDEX FDS
+$303.2K
2,261
+77%
增持
V
VISA INC
+$301.2K
11,861
+6%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$287.0K
2,105
建仓
USFD
US FOODS HLDG CORP
+$279.4K
3,628
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$278.7K
8,265
+83%
建仓
—
TRANE TECHNOLOGIES PLC
+$269.4K
616
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$268.7K
3,555
减持
CDC
VICTORY PORTFOLIOS II
-$260.7K
7,573
-33%
增持
BIL
SPDR SER TR
+$253.9K
15,211
+22%
减持
BRO
BROWN & BROWN INC
-$247.5K
3,565
-31%
增持
EMB
ISHARES TR
+$241.8K
8,726
+40%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$239.6K
2,194
减持
AMZN
AMAZON COM INC
+$231.3K
8,102
-0%
减持
SPGM
SPDR INDEX SHS FDS
+$230.8K
86,171
-6%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$230.4K
315
增持
ZECP
ZACKS TRUST
+$224.9K
33,348
+20%
建仓
HURN
HURON CONSULTING GROUP INC
+$223.5K
1,625
清仓
—
EXXON MOBIL CORP
-$218.8K
0
-100%
建仓
CAT
CATERPILLAR INC
+$217.4K
560
建仓
IWP
ISHARES TR
+$217.2K
1,566
建仓
NLR
VANECK ETF TRUST
+$215.2K
1,936
增持
MSTR
MICROSTRATEGY INC
+$214.1K
1,655
+5%
建仓
JPM
JPMORGAN CHASE & CO.
+$212.5K
733
建仓
SCHD
SCHWAB STRATEGIC TR
+$210.9K
7,960
建仓
ABT
ABBOTT LABS
+$209.9K
1,543
增持
IEV
ISHARES TR
+$208.4K
14,137
+20%
建仓
IBOC
INTERNATIONAL BANCSHARES COR
+$207.7K
3,120
建仓
SCHM
SCHWAB STRATEGIC TR
+$203.0K
7,237
建仓
NTAP
NETAPP INC
+$202.3K
1,898
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$202.1K
172
增持
MCK
MCKESSON CORP
+$192.1K
2,143
+5%
增持
FAST
FASTENAL CO
+$187.0K
12,504
+187%
增持
IWB
ISHARES TR
+$183.5K
2,334
+18%
增持
TSLA
TESLA INC
+$181.1K
2,569
+5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$175.8K
7,386
+7%
增持
MA
MASTERCARD INCORPORATED
+$175.3K
4,909
+4%
增持
NFLX
NETFLIX INC
+$158.9K
384
+1%
增持
CRM
SALESFORCE INC
+$145.2K
10,297
+4%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$144.3K
20,298
-10%
减持
JNJ
JOHNSON & JOHNSON
-$142.0K
5,832
-6%
增持
CTAS
CINTAS CORP
+$137.4K
4,226
+8%
增持
ITT
ITT INC
+$135.1K
4,032
+5%
减持
CVX
CHEVRON CORP NEW
-$134.8K
5,031
-2%
增持
GOOG
ALPHABET INC
+$120.8K
4,786
+3%
增持
IEFA
ISHARES TR
+$116.4K
5,634
+20%
减持
VTI
VANGUARD INDEX FDS
+$112.6K
5,355
-3%
增持
SMIZ
ZACKS TRUST
+$103.2K
12,144
+19%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$101.4K
5,190
+4%
增持
COR
CENCORA INC
+$91.8K
1,777
+12%
增持
HUBB
HUBBELL INC
+$88.3K
874
+8%
增持
VEEV
VEEVA SYS INC
+$80.8K
1,232
+4%
减持
MAGS
LISTED FD TR
+$77.0K
8,021
-0%
增持
ABBV
ABBVIE INC
-$74.8K
3,139
+0%
增持
IDXX
IDEXX LABS INC
+$72.7K
542
+4%
增持
MCD
MCDONALDS CORP
-$69.8K
3,485
+0%
增持
DIS
DISNEY WALT CO
+$59.9K
2,338
+0%
增持
NICE
NICE LTD
+$59.0K
2,462
+6%
减持
IOO
ISHARES TR
+$56.3K
4,922
-0%
减持
VUG
VANGUARD INDEX FDS
+$53.7K
1,349
-7%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$53.6K
2,952
+8%
增持
WMT
WALMART INC
+$53.0K
4,851
+1%
增持
COST
COSTCO WHSL CORP NEW
+$52.1K
922
+1%
增持
CPRT
COPART INC
-$49.3K
10,540
+5%
增持
ROL
ROLLINS INC
+$43.6K
4,797
+14%
增持
EW
EDWARDS LIFESCIENCES CORP
+$39.7K
3,682
+7%
增持
TJX
TJX COS INC NEW
+$39.4K
2,466
+13%
增持
FICO
FAIR ISAAC CORP
+$38.1K
379
+7%
增持
—
GENPACT LIMITED
-$30.3K
6,816
+4%
减持
VXUS
VANGUARD STAR FDS
-$29.5K
4,498
-18%
减持
PG
PROCTER AND GAMBLE CO
-$27.4K
2,118
-1%
增持
—
STERIS PLC
+$27.1K
1,227
+4%
