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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 73
减持 50
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
BITB
BITWISE BITCOIN ETF TR
+$5.0M
110,917
+243%
增持
FBCG
FIDELITY COVINGTON TRUST
+$4.9M
424,075
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$4.8M
74,734
+3%
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
DYNF
BLACKROCK ETF TRUST
+$4.5M
407,110
+13%
增持
PWRD
TCW ETF TRUST
+$3.8M
182,984
+17%
增持
ABFL
TRIMTABS ETF TR
+$3.7M
317,760
+17%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.4M
239,998
+20%
增持
IEMG
ISHARES INC
+$3.2M
181,804
+24%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.9M
752,622
+4%
减持
—
ACCENTURE PLC IRELAND
-$2.7M
1,419
-86%
减持
COWZ
PACER FDS TR
-$2.7M
104,531
-34%
增持
EFV
ISHARES TR
+$2.5M
167,919
+20%
减持
GOOGL
ALPHABET INC
+$1.9M
29,586
-1%
增持
ACWI
ISHARES TR
+$1.7M
99,207
+7%
增持
MCK
MCKESSON CORP
+$1.5M
3,953
+84%
减持
IVV
ISHARES TR
-$1.5M
89,252
-9%
增持
QQQ
INVESCO QQQ TR
+$1.3M
17,701
+5%
增持
QUAL
ISHARES TR
+$1.3M
37,573
+15%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.3M
13,231
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.3M
86,324
+21%
增持
AVGO
BROADCOM INC
+$1.2M
4,691
+303%
增持
BINC
BLACKROCK ETF TRUST II
+$1.2M
141,877
+18%
减持
EFA
ISHARES TR
+$1.2M
355,603
-1%
增持
IYW
ISHARES TR
+$1.2M
29,266
+11%
增持
IWM
ISHARES TR
+$1.0M
30,841
+4%
建仓
ETHW
BITWISE ETHEREUM ETF
+$1.0M
35,067
增持
IAU
ISHARES GOLD TR
+$1.0M
58,178
+13%
减持
AAPL
APPLE INC
+$1.0M
21,693
-1%
增持
EUSA
ISHARES INC
+$977.2K
53,067
+17%
增持
FBND
FIDELITY MERRIMACK STR TR
+$941.0K
129,902
+17%
增持
EFG
ISHARES TR
+$937.2K
54,215
+16%
增持
IEI
ISHARES TR
+$869.5K
45,820
+18%
增持
AGG
ISHARES TR
+$831.6K
303,197
+2%
增持
ABLD
ABACUS FCF ETF TR
+$820.8K
155,838
+21%
清仓
JAAA
JANUS DETROIT STR TR
-$801.4K
0
-100%
增持
MUNI
PIMCO ETF TR
+$796.6K
48,947
+43%
减持
MUB
ISHARES TR
-$776.5K
183,588
-6%
减持
FISV
FISERV INC
-$760.8K
16,764
-1%
减持
IWR
ISHARES TR
+$713.4K
165,323
-0%
清仓
—
INNOVATOR ETFS TR
-$702.5K
0
-100%
增持
SPYI
NEOS ETF TRUST
+$618.8K
48,295
+27%
建仓
AIQ
GLOBAL X FDS
+$581.7K
11,777
减持
INTU
INTUIT
-$579.5K
5,413
-0%
增持
FDVV
FIDELITY COVINGTON TRUST
+$558.6K
59,837
+12%
建仓
ORCL
ORACLE CORP
+$535.5K
1,904
增持
SMH
VANECK ETF TRUST
+$527.7K
3,560
+57%
增持
IYF
ISHARES TR
+$502.8K
26,039
+13%
清仓
CHE
CHEMED CORP NEW
-$486.9K
0
-100%
建仓
QUIZ
ZACKS TRUST
+$483.4K
19,154
清仓
IEFA
ISHARES TR
-$470.3K
0
-100%
减持
QYLD
GLOBAL X FDS
-$466.9K
73,691
-28%
增持
TLH
ISHARES TR
+$444.1K
26,930
+17%
减持
JEPI
J P MORGAN EXCHANGE TRADED
-$440.6K
18,955
-29%
建仓
QQQI
NEOS ETF TRUST
+$423.2K
7,808
清仓
SANG
SANGOMA TECHNOLOGIES CORP
-$403.7K
0
-100%
减持
CRM
SALESFORCE INC
-$402.6K
10,149
-1%
增持
IYR
ISHARES TR
+$402.5K
78,443
+3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$402.5K
8,830
+148%
增持
GOOG
ALPHABET INC
+$400.1K
5,129
+7%
增持
OEF
ISHARES TR
+$397.3K
3,709
+35%
减持
BKNG
BOOKING HOLDINGS INC
-$373.8K
825
-1%
清仓
—
INNOVATOR ETFS TR
-$366.3K
0
-100%
建仓
—
EXXON MOBIL CORP
+$357.7K
3,173
减持
SYK
STRYKER CORPORATION
-$354.2K
8,692
-4%
增持
TSLA
TESLA INC
+$353.5K
2,630
+2%
增持
BIL
SPDR SER TR
+$353.0K
19,055
+25%
增持
ICLN
ISHARES TR
+$343.3K
144,278
+0%
增持
FQAL
FIDELITY COVINGTON TRUST
+$342.1K
42,739
+4%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$327.3K
1,160
减持
EMGF
ISHARES INC
+$321.1K
74,957
-0%
增持
SCHV
SCHWAB STRATEGIC TR
+$319.3K
97,770
+7%
增持
DJP
BARCLAYS BANK PLC
+$318.7K
197,492
+0%
建仓
XLK
SELECT SECTOR SPDR TR
+$316.8K
1,124
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$315.9K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$306.1K
0
-100%
减持
MSFT
MICROSOFT CORP
+$285.4K
16,096
-1%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$279.1K
3,691
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$270.0K
11,312
+37%
建仓
VOT
VANGUARD INDEX FDS
+$252.7K
860
减持
SSO
PROSHARES TR
+$247.2K
54,225
-9%
清仓
IDV
ISHARES TR
-$247.1K
0
-100%
建仓
TLT
ISHARES TR
+$243.0K
2,719
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$234.3K
1,416
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$227.5K
6,986
-5%
减持
GWW
GRAINGER W W INC
-$224.6K
2,204
-1%
建仓
SFM
SPROUTS FMRS MKT INC
+$224.1K
2,060
建仓
SCHE
SCHWAB STRATEGIC TR
+$221.4K
6,635
清仓
YELP
YELP INC
-$215.9K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$212.4K
5,950
+2%
增持
ITOT
ISHARES TR
+$211.5K
19,918
+0%
减持
V
VISA INC
-$208.6K
11,725
-1%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$202.1K
0
-100%
建仓
VAW
VANGUARD WORLD FD
+$201.9K
986
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$201.1K
5,122
-1%
减持
LLY
ELI LILLY & CO
-$200.0K
3,091
-6%
增持
CLS
CELESTICA INC
+$193.1K
2,102
+1%
减持
AOR
ISHARES TR
+$184.4K
92,034
-1%
增持
CVX
CHEVRON CORP NEW
+$181.2K
5,806
+15%
增持
JSI
JANUS DETROIT STR TR
+$175.9K
9,455
+56%
减持
VGT
VANGUARD WORLD FD
+$174.3K
2,115
-0%
减持
VOO
VANGUARD INDEX FDS
-$169.1K
3,893
-13%
减持
MSTR
MICROSTRATEGY INC
-$161.8K
1,574
-5%
减持
SPGM
SPDR INDEX SHS FDS
+$150.9K
81,398
-6%
减持
AOA
ISHARES TR
-$141.6K
70,948
-7%
增持
SCHD
SCHWAB STRATEGIC TR
+$137.2K
12,754
+60%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$136.5K
51,406
-0%
增持
NLR
VANECK ETF TRUST
+$132.8K
2,566
+33%
增持
FAST
FASTENAL CO
+$131.5K
13,391
+7%
减持
VTI
VANGUARD INDEX FDS
+$127.8K
5,349
-0%
减持
NVDA
NVIDIA CORPORATION
+$125.9K
42,648
-14%
增持
FICO
FAIR ISAAC CORP
-$119.6K
383
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$113.3K
2,194
+4%
减持
COR
CENCORA INC
-$103.4K
1,374
-23%
增持
ITT
ITT INC
+$101.8K
4,107
+2%
增持
HD
HOME DEPOT INC
+$97.8K
2,280
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED
-$96.7K
6,320
-23%
减持
COST
COSTCO WHSL CORP NEW
-$93.6K
885
-4%
减持
ABBV
ABBVIE INC
+$91.4K
2,912
-7%
增持
EMB
ISHARES TR
+$90.9K
9,445
+8%
减持
VV
VANGUARD INDEX FDS
+$84.8K
3,804
-0%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$83.4K
2,662
-10%
增持
IBIT
ISHARES BITCOIN TR
+$81.5K
18,608
+1%
减持
XBIL
RBB FD INC
-$79.2K
8,999
-15%
减持
CDC
VICTORY PORTFOLIOS II
-$79.0K
6,046
-20%
减持
MRSH
MARSH & MCLENNAN COS INC
-$75.2K
998
-21%
增持
IOO
ISHARES TR
+$71.9K
5,021
+2%
减持
—
TRANE TECHNOLOGIES PLC
-$69.0K
475
-23%
减持
NFLX
NETFLIX INC
-$68.2K
372
-3%
减持
VTEB
VANGUARD MUN BD FDS
-$67.9K
77,136
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$67.3K
887
+21%
减持
SMMU
PIMCO ETF TR
-$65.6K
68,016
-3%
增持
ZECP
ZACKS TRUST
+$62.8K
33,520
+1%
增持
MPWR
MONOLITHIC PWR SYS INC
+$62.4K
318
+1%
减持
ROL
ROLLINS INC
-$62.0K
3,552
-26%
增持
IWB
ISHARES TR
+$60.6K
2,335
+0%
增持
IDXX
IDEXX LABS INC
+$59.4K
548
+1%
增持
CPAY
CORPAY INC
-$58.9K
1,544
+2%
增持
CTAS
CINTAS CORP
-$58.0K
4,306
+2%
增持
BRO
BROWN & BROWN INC
-$55.7K
3,620
+2%
增持
CAT
CATERPILLAR INC
+$55.5K
572
+2%
增持
NICE
NICE LTD
-$54.1K
2,499
+2%
增持
WM
WASTE MGMT INC DEL
-$52.2K
6,874
+0%
减持
SHW
SHERWIN WILLIAMS CO
-$51.2K
701
-18%
减持
VUG
VANGUARD INDEX FDS
+$50.8K
1,339
-1%
减持
IVLU
ISHARES TR
+$50.5K
21,483
-1%
减持
META
META PLATFORMS INC
-$45.8K
4,384
-1%
增持
AMZN
AMAZON COM INC
+$44.3K
8,297
+2%
增持
SMIZ
ZACKS TRUST
+$43.8K
12,193
+0%
增持
GD
GENERAL DYNAMICS CORP
+$41.8K
836
+0%
增持
MCD
MCDONALDS CORP
+$41.4K
3,487
+0%
