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Uniting Wealth Partners, LLC

报告期 2026-03-31 · CIK 0002056414

持仓数

205

前50大市值合计

$388.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

WMT WALMART INC

COM

$99.7M

801,015

25.7%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$18.4M

269,997

4.7%

ACIO ETF SER SOLUTIONS

APTUS COLLRD INV

$13.8M

329,385

3.6%

OCTB ETF SER SOLUTIONS

APTUS OCT BUFF E

$12.7M

505,249

3.3%

JULB ETF SER SOLUTIONS

APTUS JULY BUFR

$12.6M

501,497

3.2%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$12.6M

372,152

3.2%

DRSK ETF SER SOLUTIONS

APTUS DEFINED

$11.7M

425,551

3.0%

NVDA NVIDIA CORPORATION

COM

$11.0M

62,902

2.8%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$10.5M

127,441

2.7%

JANB ETF SER SOLUTIONS

APTUS JAN BUFFER

$9.2M

367,003

2.4%

— EXXON MOBIL CORP

COM

$7.7M

45,458

2.0%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$7.2M

183,381

1.9%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$7.1M

233,003

1.8%

CHRW C H ROBINSON WORLDWIDE IN

COM NEW

$7.1M

42,485

1.8%

MSTB ETF SER SOLUTIONS

LHA MKT ST TACTL

$7.0M

182,963

1.8%

PPA INVESCO EXCHANGE TRADED FD T

AEROSPACE DEFN

$6.8M

40,979

1.7%

UPSD ETF SER SOLUTIONS

APTUS LRG CAP UP

$6.8M

265,111

1.7%

PVAL PUTNAM ETF TRUST

FOCUSED LAR CAP

$6.3M

136,154

1.6%

DLAG FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$6.0M

194,261

1.5%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$5.9M

64,300

1.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$5.8M

76,309

1.5%

SCIO FIRST TR EXCHANGE-TRADED FD

STRUCTURED CR IN

$5.6M

271,911

1.4%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$5.6M

38,517

1.4%

AAPL APPLE INC

COM

$5.4M

21,382

1.4%

JMUB J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF

$5.4M

107,162

1.4%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$5.2M

178,752

1.3%

FPE FIRST TR EXCH TRADED FD III

PFD SECS INC ETF

$5.1M

289,600

1.3%

HMOP HARTFORD FDS EXCHANGE TRADED

MUN OPORTUNITE

$4.7M

121,769

1.2%

NOBL PROSHARES TR

S&P 500 DV ARIST

$4.5M

42,301

1.2%

WCMI FIRST TR EXCHANGE-TRADED FD

WCM INTL EQUITY

$4.5M

266,264

1.2%

MSFT MICROSOFT CORP

COM

$4.4M

11,818

1.1%

JUCY ETF SER SOLUTIONS

APTUS ENHANCED

$4.2M

189,543

1.1%

FMB FIRST TR EXCH TRADED FD III

MANAGD MUN ETF

$3.8M

74,667

1.0%

IAU ISHARES GOLD TR

ISHARES NEW

$3.8M

42,615

1.0%

BPRE BLUEROCK PVT REAL ESTATE FD

COM

$3.4M

202,387

0.9%

AMZN AMAZON COM INC

COM

$3.3M

15,958

0.9%

JHPI JOHN HANCOCK EXCHANGE TRADED

PREFERRED INCOME

$3.1M

139,414

0.8%

DBEM DBX ETF TR

XTRACK MSCI EMRG

$3.1M

89,760

0.8%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$2.9M

19,993

0.8%

FRDM EA SERIES TRUST

FREEDOM 100 EM

$2.9M

53,283

0.8%

KO COCA COLA CO

COM

$2.7M

34,858

0.7%

APLD APPLIED DIGITAL CORP

COM NEW

$2.5M

107,204

0.7%

UPRO PROSHARES TR

ULTRPRO S&P500

$2.5M

26,000

0.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.5M

4,190

0.6%

IJR ISHARES TR

CORE S&P SCP ETF

$2.1M

16,507

0.5%

MU MICRON TECHNOLOGY INC

COM

$2.0M

6,053

0.5%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$1.9M

17,154

0.5%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$1.8M

33,971

0.5%

GOOGL ALPHABET INC

CAP STK CL A

$1.7M

5,884

0.4%

TSLA TESLA INC

COM

$1.6M

4,365

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

44%前 6 大占比

WMT25.7%RDVY4.7%ACIO3.6%OCTB3.3%JULB3.2%BUFR3.2%

Uniting Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心