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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 54
减持 72
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$40.0M
145,644
+63%
减持
SPY
SPDR S&P 500 ETF TR
-$32.8M
24,850
-67%
建仓
BAI
BLACKROCK ETF TRUST
+$12.6M
378,295
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。
建仓
BRTR
BLACKROCK ETF TRUST II
+$9.7M
190,591
增持
SCHG
SCHWAB STRATEGIC TR
+$7.2M
955,487
+27%
减持
QUAL
ISHARES TR
-$7.0M
1,682
-96%
建仓
IYG
ISHARES TR
+$5.5M
59,817
减持
EFG
ISHARES TR
-$5.2M
8,919
-84%
减持
EUSA
ISHARES INC
-$4.8M
6,684
-87%
建仓
INMU
BLACKROCK ETF TRUST II
+$4.1M
172,440
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.9M
284,617
+19%
增持
IYF
ISHARES TR
+$3.2M
50,166
+93%
增持
AGG
ISHARES TR
+$2.8M
332,166
+10%
减持
EFV
ISHARES TR
-$2.6M
123,455
-26%
减持
ABLD
ABACUS FCF ETF TR
-$2.4M
73,327
-53%
增持
ITA
ISHARES TR
+$2.3M
12,190
+758%
清仓
FISV
FISERV INC
-$2.2M
0
-100%
减持
PWRD
TCW ETF TRUST
-$1.8M
167,324
-9%
增持
IEMG
ISHARES INC
+$1.8M
204,702
+13%
增持
FBCG
FIDELITY COVINGTON TRUST
+$1.8M
447,309
+5%
减持
MSFT
MICROSOFT CORP
-$1.8M
13,570
-16%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
35,061
-18%
减持
ABFL
TRIMTABS ETF TR
-$1.4M
300,888
-5%
建仓
CHAT
TIDAL TRUST II
+$1.4M
23,362
增持
MUB
ISHARES TR
+$1.3M
195,096
+6%
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
415,845
+2%
减持
IEI
ISHARES TR
-$1.1M
36,414
-21%
减持
BKNG
BOOKING HOLDINGS INC
-$1.1M
626
-24%
减持
SMMU
PIMCO ETF TR
-$1.0M
47,851
-30%
减持
INTU
INTUIT
-$1.0M
4,032
-26%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.0M
20,294
减持
GOOGL
ALPHABET INC
-$948.9K
19,947
-33%
减持
SYK
STRYKER CORPORATION
-$898.0K
6,587
-24%
增持
IBIT
ISHARES BITCOIN TR
+$891.4K
42,315
+127%
增持
VBIL
VANGUARD INSTL INDEX FD
+$880.2K
15,369
+316%
增持
ACWI
ISHARES TR
+$879.4K
103,143
+4%
增持
VTI
VANGUARD INDEX FDS
+$875.8K
7,848
+47%
建仓
APH
AMPHENOL CORP NEW
+$863.0K
6,386
减持
V
VISA INC
-$840.7K
9,016
-23%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$826.7K
95,820
+11%
减持
META
META PLATFORMS INC
-$822.7K
3,631
-17%
增持
AMZN
AMAZON COM INC
+$731.1K
11,060
+33%
增持
AVGO
BROADCOM INC
+$721.8K
6,557
+40%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$685.3K
5,307
-24%
减持
—
EATON CORP PLC
-$661.6K
4,510
-20%
减持
MCK
MCKESSON CORP
-$643.0K
2,939
-26%
减持
MA
MASTERCARD INCORPORATED
-$635.5K
3,761
-23%
增持
BITB
BITWISE BITCOIN ETF TR
-$593.8K
132,620
+20%
减持
AOA
ISHARES TR
-$571.7K
63,439
-11%
增持
VXUS
VANGUARD STAR FDS
+$554.3K
11,727
+161%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$534.6K
10,494
增持
VGT
VANGUARD WORLD FD
+$492.3K
2,748
+30%
减持
UBER
UBER TECHNOLOGIES INC
-$482.5K
9,959
-25%
增持
DJP
BARCLAYS BANK PLC
+$477.7K
198,800
+1%
增持
IYR
ISHARES TR
+$472.4K
86,140
+10%
增持
BINC
BLACKROCK ETF TRUST II
+$458.3K
151,826
+7%
增持
SPYI
NEOS ETF TRUST
+$455.7K
56,758
+18%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$445.7K
3,889
-24%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$431.1K
3,290
-21%
建仓
ASLV
ALLSPRING EXCHANGE TRADED FU
+$422.7K
15,084
减持
MUNI
PIMCO ETF TR
-$417.6K
40,858
-17%
减持
GWW
GRAINGER W W INC
-$413.2K
1,672
-24%
清仓
CDC
VICTORY PORTFOLIOS II
-$403.5K
0
-100%
减持
EFA
ISHARES TR
+$385.0K
349,763
-2%
减持
CRM
SALESFORCE INC
-$371.6K
7,677
-24%
清仓
NICE
NICE LTD
-$361.8K
0
-100%
减持
LLY
ELI LILLY & CO
+$359.4K
2,529
-18%
减持
BIL
SPDR SER TR
-$337.4K
15,440
-19%
增持
FBND
FIDELITY MERRIMACK STR TR
+$318.9K
137,392
+6%
减持
COWZ
PACER FDS TR
-$303.5K
94,796
-9%
增持
AIQ
GLOBAL X FDS
+$302.8K
17,390
+48%
增持
SMH
VANECK ETF TRUST
+$295.3K
4,046
+14%
减持
AAPL
APPLE INC
+$291.1K
21,389
-1%
减持
GOOG
ALPHABET INC
+$280.6K
4,875
-5%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$279.8K
2,021
建仓
HQY
HEALTHEQUITY INC
+$277.5K
3,029
减持
MSTR
MICROSTRATEGY INC
-$268.1K
1,573
-0%
建仓
JSMD
JANUS DETROIT STR TR
+$265.5K
3,255
建仓
BND
VANGUARD BD INDEX FDS
+$243.0K
3,281
建仓
ETHA
ISHARES ETHEREUM TR
+$241.3K
10,757
清仓
NTAP
NETAPP INC
-$231.4K
0
-100%
清仓
SFM
SPROUTS FMRS MKT INC
-$224.1K
0
-100%
清仓
ROL
ROLLINS INC
-$208.6K
0
-100%
建仓
IDV
ISHARES TR
+$207.2K
5,251
清仓
ABT
ABBOTT LABS
-$204.8K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$201.1K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$200.4K
0
-100%
减持
VFLO
VICTORY PORTFOLIOS II
-$190.1K
6,616
-45%
减持
FAST
FASTENAL CO
-$186.0K
11,728
-12%
增持
ZECP
ZACKS TRUST
+$184.8K
37,736
+13%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$183.7K
11,964
+35%
减持
QQQ
INVESCO QQQ TR
+$183.2K
17,597
-1%
减持
SNX
TD SYNNEX CORPORATION
-$176.2K
1,333
-42%
增持
FDVV
FIDELITY COVINGTON TRUST
+$168.8K
61,781
+3%
减持
ORCL
ORACLE CORP
-$167.7K
1,887
-1%
增持
SSO
PROSHARES TR
+$166.3K
107,849
+99%
增持
ITOT
ISHARES TR
+$145.7K
20,491
+3%
增持
EMGF
ISHARES INC
+$145.5K
75,828
+1%
增持
HURN
HURON CONSULTING GROUP INC
+$142.2K
2,185
+36%
减持
IAU
ISHARES GOLD TR
+$141.9K
53,905
-7%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$138.8K
16,729
-14%
增持
TSLA
TESLA INC
+$138.2K
2,908
+11%
减持
ICLN
ISHARES TR
+$137.0K
144,272
-0%
增持
HD
HOME DEPOT INC
-$136.4K
2,288
+0%
减持
SPGM
SPDR INDEX SHS FDS
-$133.6K
77,736
-4%
减持
VEEV
VEEVA SYS INC
-$128.1K
1,109
-12%
减持
OEF
ISHARES TR
-$126.9K
3,229
-13%
减持
JNJ
JOHNSON & JOHNSON
+$122.3K
5,922
-0%
增持
IWR
ISHARES TR
+$115.1K
167,000
+1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$112.9K
2,336
-12%
减持
ITT
ITT INC
-$107.8K
3,610
-12%
减持
CPRT
COPART INC
-$105.7K
9,688
-10%
减持
JEPI
J P MORGAN EXCHANGE TRADED
-$105.6K
17,064
-10%
减持
CTAS
CINTAS CORP
-$103.7K
4,148
-4%
增持
NFLX
NETFLIX INC
-$99.9K
3,691
+892%
增持
QQQI
NEOS ETF TRUST
+$96.9K
9,656
+24%
增持
QUIZ
ZACKS TRUST
+$88.8K
21,571
+13%
增持
IGM
ISHARES TR
+$85.9K
12,843
+3%
增持
MAGS
LISTED FD TR
+$81.0K
8,103
+16%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$80.8K
50,601
-2%
增持
VOO
VANGUARD INDEX FDS
+$77.8K
3,925
+1%
增持
FQAL
FIDELITY COVINGTON TRUST
+$77.8K
43,276
+1%
减持
IWM
ISHARES TR
+$76.4K
30,626
-1%
减持
BRO
BROWN & BROWN INC
-$73.8K
3,334
-8%
增持
CAT
CATERPILLAR INC
+$68.5K
596
+4%
减持
JSI
JANUS DETROIT STR TR
-$68.2K
8,184
-13%
减持
VTEB
VANGUARD MUN BD FDS
-$63.5K
75,537
-2%
增持
VOT
VANGUARD INDEX FDS
+$60.5K
1,122
+30%
增持
ETHW
BITWISE ETHEREUM ETF
+$58.2K
51,897
+48%
减持
COST
COSTCO WHSL CORP NEW
-$56.9K
884
-0%
增持
SMIZ
ZACKS TRUST
+$54.9K
13,796
+13%
减持
—
CHECK POINT SOFTWARE TECH LT
-$52.3K
1,094
-11%
增持
XLK
SELECT SECTOR SPDR TR
+$51.8K
2,560
+128%
减持
IVLU
ISHARES TR
+$51.6K
21,388
-0%
增持
WMT
WALMART INC
+$46.8K
4,755
+1%
增持
VUG
VANGUARD INDEX FDS
+$44.6K
1,408
+5%
减持
SHW
SHERWIN WILLIAMS CO
-$39.6K
627
-11%
减持
PGR
PROGRESSIVE CORP
-$38.7K
1,419
-3%
增持
—
EXXON MOBIL CORP
+$38.4K
3,292
+4%
减持
VV
VANGUARD INDEX FDS
-$38.2K
3,598
-5%
减持
MPWR
MONOLITHIC PWR SYS INC
-$38.1K
281
-12%
减持
CPAY
CORPAY INC
-$37.0K
1,355
-12%
增持
EMB
ISHARES TR
+$36.8K
9,720
+3%
减持
HUBB
HUBBELL INC
-$36.4K
787
-12%
减持
USFD
US FOODS HLDG CORP
-$34.4K
3,203
-11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$33.8K
1,219
+5%
减持
IYW
ISHARES TR
-$33.4K
28,539
-2%
减持
IOO
ISHARES TR
+$31.4K
5,005
-0%
减持
XBIL
RBB FD INC
-$30.3K
8,416
-6%
减持
AOR
ISHARES TR
+$29.7K
91,599
-0%
