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Uniting Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Uniting Wealth Partners, LLC
报告期 2026-03-31 · CIK 0002056414
持仓数
205
前50大市值合计
$388.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 83 项
建仓 15
增持 42
减持 19
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
ACIO
ETF SER SOLUTIONS
+$10.7M
415,923
+148%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$9.9M
282,697
减持
WMT
WALMART INC
+$7.5M
977,290
-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。
建仓
DRSK
ETF SER SOLUTIONS
+$5.3M
185,083
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$5.0M
127,308
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$4.3M
70,744
-47%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$3.7M
56,648
+1657%
增持
GDX
VANECK ETF TRUST
+$3.5M
96,810
+185%
清仓
DFEB
FIRST TR EXCHNG TRADED FD VI
-$3.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.9M
54,604
+3%
建仓
JUCY
ETF SER SOLUTIONS
+$2.6M
118,315
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.5M
55,717
+1%
增持
UPRO
PROSHARES TR
+$1.5M
21,000
+250%
减持
—
ACCENTURE PLC IRELAND
-$1.5M
5,149
-47%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.5M
29,392
增持
NULG
NUSHARES ETF TR
+$1.1M
70,290
+0%
增持
IAU
ISHARES GOLD TR
+$1.0M
39,246
+65%
增持
ADME
ETF SER SOLUTIONS
+$1.0M
85,173
+23%
增持
UPSD
ETF SER SOLUTIONS
+$977.1K
165,115
+23%
建仓
APLD
APPLIED DIGITAL CORP
+$962.7K
95,600
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$941.5K
17,971
+1%
增持
TQQQ
PROSHARES TR
+$932.8K
14,000
+250%
减持
MSFT
MICROSOFT CORP
+$504.7K
11,732
-17%
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$501.5K
29,379
增持
NOBL
PROSHARES TR
+$471.2K
17,893
+37%
增持
—
EXXON MOBIL CORP
-$438.8K
44,912
+1%
增持
MU
MICRON TECHNOLOGY INC
+$393.8K
5,692
+61%
增持
TSLA
TESLA INC
+$380.3K
2,965
+37%
减持
AAPL
APPLE INC
-$372.1K
12,747
-5%
清仓
ULTA
ULTA BEAUTY INC
-$366.5K
0
-100%
增持
AMZN
AMAZON COM INC
+$351.7K
8,990
+6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$325.2K
1,850
+6%
清仓
BP
BP PLC
-$301.8K
0
-100%
建仓
ORCL
ORACLE CORP
+$297.6K
1,361
建仓
AMD
ADVANCED MICRO DEVICES INC
+$281.0K
1,980
减持
PFE
PFIZER INC
-$268.8K
15,926
-38%
建仓
DDOG
DATADOG INC
+$268.7K
2,000
建仓
URA
GLOBAL X FDS
+$232.9K
6,000
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$218.7K
4,726
+0%
清仓
GIS
GENERAL MLS INC
-$215.2K
0
-100%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$208.8K
13,133
+25%
建仓
SNX
TD SYNNEX CORPORATION
+$205.8K
1,516
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$203.8K
900
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$202.8K
8,000
清仓
—
PIMCO MUN INCOME FD
-$184.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$182.3K
3,290
+5%
增持
AVGO
BROADCOM INC
+$181.2K
1,520
+7%
增持
BX
BLACKSTONE INC
+$168.6K
14,356
+1%
减持
COP
CONOCOPHILLIPS
-$159.6K
3,558
-22%
减持
MDB
MONGODB INC
-$140.8K
1,000
-50%
建仓
CORZW
CORE SCIENTIFIC INC NEW
+$130.2K
12,013
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$125.0K
3,018
+20%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$123.6K
118,758
+4%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$109.2K
11,510
-47%
减持
PM
PHILIP MORRIS INTL INC
+$108.9K
6,004
-3%
清仓
NBH
NEUBERGER BERMAN MUN FD INC
-$105.6K
0
-100%
增持
GE
GE AEROSPACE
+$93.6K
1,546
+2%
减持
CLH
CLEAN HARBORS INC
+$89.3K
3,200
-3%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$77.9K
21,418
+5%
增持
CVX
CHEVRON CORP NEW
-$73.7K
5,864
+7%
减持
KO
COCA COLA CO
-$64.2K
32,616
-2%
增持
OXY
OCCIDENTAL PETE CORP
-$49.7K
12,373
+7%
增持
EIM
EATON VANCE MUN BD FD
+$49.4K
76,114
+11%
增持
V
VISA INC
+$40.8K
770
+16%
减持
SPY
SPDR S&P 500 ETF TR
+$27.7K
540
-1%
清仓
NSPR
INSPIREMD INC
-$26.9K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$26.0K
14,240
+0%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$21.5K
11,735
+2%
减持
—
SEABRIDGE GOLD INC
+$20.3K
11,200
-8%
减持
HUMA
HUMACYTE INC
+$13.9K
39,284
-2%
增持
PSX
PHILLIPS 66
-$13.6K
3,409
+0%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$12.7K
70,828
+1%
减持
SLI
STANDARD LITHIUM LTD
+$12.5K
20,000
-5%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$12.2K
25,424
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$10.4K
1,008
-10%
增持
DUK
DUKE ENERGY CORP NEW
-$7.5K
1,987
+0%
增持
—
BLACKROCK MUN INCOME TR
-$6.9K
22,720
+0%
增持
ET
ENERGY TRANSFER L P
-$5.6K
12,567
+0%
增持
IIM
INVESCO VALUE MUN INCOME TR
+$4.4K
11,353
+6%
减持
T
AT&T INC
+$3.7K
20,498
-2%
增持
MO
ALTRIA GROUP INC
+$3.7K
8,193
+3%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$2.2K
10,138
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$284
6,647
+5%
