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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 56
减持 28
清仓 55
方向
标的
Δ市值
现股数(环比)
清仓
ACIO
ETF SER SOLUTIONS
-$31.4M
0
-100%
清仓
DRSK
ETF SER SOLUTIONS
-$13.8M
0
-100%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$12.1M
0
-100%
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。
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$8.0M
0
-100%
清仓
SNOV
FIRST TR EXCHNG TRADED FD VI
-$6.8M
0
-100%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$6.4M
0
-100%
减持
WMT
WALMART INC
+$6.0M
828,355
-1%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$6.0M
0
-100%
建仓
DLAG
FIRST TR EXCHNG TRADED FD VI
+$5.6M
180,616
建仓
XME
SPDR SERIES TRUST
+$5.5M
53,454
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$5.5M
0
-100%
清仓
ADME
ETF SER SOLUTIONS
-$5.4M
0
-100%
建仓
SPYM
SPDR SERIES TRUST
+$5.4M
66,951
清仓
GFEB
FIRST TR EXCHNG TRADED FD VI
-$5.3M
0
-100%
清仓
PSFF
PACER FDS TR
-$5.3M
0
-100%
清仓
HMOP
HARTFORD FDS EXCHANGE TRADED
-$4.3M
0
-100%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$3.7M
265,408
+21%
清仓
JUCY
ETF SER SOLUTIONS
-$3.4M
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$2.7M
0
-100%
清仓
JHPI
JOHN HANCOCK EXCHANGE TRADED
-$2.7M
0
-100%
清仓
DJUL
FIRST TR EXCHNG TRADED FD VI
-$2.0M
0
-100%
清仓
DHDG
FIRST TR EXCHNG TRADED FD VI
-$2.0M
0
-100%
增持
NOBL
PROSHARES TR
+$1.2M
37,583
+44%
增持
UPSD
ETF SER SOLUTIONS
+$1.2M
249,859
+21%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$1.2M
27,985
+12%
增持
MTUM
ISHARES TR
+$1.1M
26,181
+22%
清仓
FLMI
FRANKLIN TEMPLETON ETF TR
-$1.0M
0
-100%
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$943.7K
0
-100%
清仓
FUMB
FIRST TR EXCH TRADED FD III
-$832.8K
0
-100%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$801.3K
0
-100%
建仓
CRWV
COREWEAVE INC
+$765.8K
10,694
减持
GDX
VANECK ETF TRUST
+$759.1K
87,420
-1%
清仓
EIM
EATON VANCE MUN BD FD
-$756.1K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$720.1K
6,058
+0%
减持
IWB
ISHARES TR
-$699.8K
1,574
-55%
增持
ORCL
ORACLE CORP
+$655.0K
6,167
+217%
减持
MSFT
MICROSOFT CORP
-$653.6K
14,247
-2%
清仓
DIVO
AMPLIFY ETF TR
-$648.8K
0
-100%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$633.6K
55,477
+6%
增持
AAPL
APPLE INC
+$627.9K
24,098
+4%
减持
NVDA
NVIDIA CORPORATION
-$621.8K
64,309
-5%
清仓
MMKT
TEXAS CAPITAL FUNDS TRUST
-$601.5K
0
-100%
减持
BX
BLACKSTONE INC
-$579.0K
12,156
-15%
清仓
SUB
ISHARES TR
-$500.3K
0
-100%
清仓
TFI
SPDR SERIES TRUST
-$499.0K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$492.5K
1,520
增持
LLY
ELI LILLY & CO
+$462.5K
737
+71%
清仓
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$424.0K
0
-100%
清仓
MHD
BLACKROCK MUNIHOLDINGS FD IN
-$423.8K
0
-100%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$421.8K
6,439
减持
GOOGL
ALPHABET INC
+$395.6K
6,180
-2%
清仓
MLN
VANECK ETF TRUST
-$384.7K
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$378.0K
2,611
清仓
SHOP
SHOPIFY INC
-$374.1K
0
-100%
增持
IAU
ISHARES GOLD TR
+$370.7K
42,134
+1%
清仓
MDB
MONGODB INC
-$356.9K
0
-100%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$353.9K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$314.3K
6,636
+13%
增持
NOW
SERVICENOW INC
-$308.0K
10,635
+405%
清仓
TIP
ISHARES TR
-$307.7K
0
-100%
减持
—
EXXON MOBIL CORP
+$303.6K
47,412
-1%
增持
GOOG
ALPHABET INC
+$297.2K
3,605
+5%
增持
JNJ
JOHNSON & JOHNSON
+$295.2K
5,957
+18%
清仓
URA
GLOBAL X FDS
-$293.2K
0
-100%
增持
GE
GE AEROSPACE
+$281.9K
3,258
+36%
清仓
SHAK
SHAKE SHACK INC
-$280.8K
0
-100%
清仓
—
EATON CORP PLC
-$277.3K
0
-100%
减持
IJH
ISHARES TR
-$264.0K
7,529
-35%
清仓
AGG
ISHARES TR
-$252.9K
0
-100%
清仓
ROCK
GIBRALTAR INDS INC
-$251.2K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$249.3K
222,016
+4%
清仓
TTD
THE TRADE DESK INC
-$245.1K
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$242.5K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$240.9K
461
增持
OGE
OGE ENERGY CORP
+$236.6K
17,765
+57%
建仓
HOOD
ROBINHOOD MKTS INC
+$231.9K
2,050
建仓
NOC
NORTHROP GRUMMAN CORP
+$230.7K
405
清仓
LNG
CHENIERE ENERGY INC
-$225.6K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$223.1K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$221.1K
141,933
+3%
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$220.9K
0
-100%
清仓
VRIG
INVESCO ACTIVELY MANAGED EXC
-$208.6K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$202.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$200.3K
14,898
+1%
增持
COP
CONOCOPHILLIPS
+$197.3K
6,040
+55%
增持
ISRG
INTUITIVE SURGICAL INC
+$196.3K
1,546
+2%
清仓
—
TIDAL TRUST II
-$195.4K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$190.8K
3,793
-9%
清仓
—
BLACKROCK MUN INCOME TR
-$181.2K
0
-100%
清仓
IIM
INVESCO VALUE MUN INCOME TR
-$171.8K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$161.6K
3,153
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$159.2K
4,088
+5%
增持
ET
ENERGY TRANSFER L P
+$156.0K
23,593
+74%
清仓
MMU
WESTERN ASSET MANAGED MUNS F
-$154.2K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$153.6K
2,432
+14%
增持
META
META PLATFORMS INC
-$150.4K
2,342
+1%
清仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$149.8K
0
-100%
增持
GEV
GE VERNOVA INC
+$148.8K
919
+25%
增持
ABBV
ABBVIE INC
+$147.7K
2,612
+35%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$145.9K
39,736
+2%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$144.6K
194,799
-3%
增持
HD
HOME DEPOT INC
-$143.0K
2,599
+2%
清仓
CORZW
CORE SCIENTIFIC INC NEW
-$139.7K
0
-100%
减持
T
AT&T INC
-$139.2K
24,092
-8%
清仓
NZF
NUVEEN MUNICIPAL CREDIT INC
-$129.1K
0
-100%
减持
RJF
RAYMOND JAMES FINL INC
-$127.5K
6,306
-5%
减持
—
ACCENTURE PLC IRELAND
-$123.9K
4,585
-16%
增持
MRK
MERCK & CO INC
+$116.2K
4,257
+8%
增持
IEFA
ISHARES TR
+$112.1K
4,124
+40%
清仓
—
TIDAL TRUST II
-$111.1K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$109.0K
11,200
+40%
减持
PAYX
PAYCHEX INC
-$108.4K
6,845
-1%
减持
KO
COCA COLA CO
+$103.8K
34,962
-0%
增持
NFLX
NETFLIX INC
-$101.7K
3,890
+900%
减持
CAT
CATERPILLAR INC
+$101.0K
1,424
-5%
减持
MO
ALTRIA GROUP INC
-$100.6K
9,367
-3%
减持
AVGO
BROADCOM INC
-$100.3K
4,870
-10%
减持
APLD
APPLIED DIGITAL CORP
+$96.1K
106,954
-3%
减持
HON
HONEYWELL INTL INC
-$94.6K
1,305
-21%
增持
—
SEABRIDGE GOLD INC
+$92.3K
12,530
+9%
增持
OKE
ONEOK INC NEW
+$83.4K
5,912
+23%
增持
PEP
PEPSICO INC
+$79.5K
2,163
+30%
减持
PG
PROCTER AND GAMBLE CO
-$78.6K
2,984
-9%
增持
RTX
RTX CORPORATION
+$74.8K
3,984
+2%
增持
OXY
OCCIDENTAL PETE CORP
-$74.3K
12,455
+0%
增持
UBER
UBER TECHNOLOGIES INC
-$74.3K
4,647
+0%
增持
TSLA
TESLA INC
+$69.0K
3,847
+3%
增持
ROK
ROCKWELL AUTOMATION INC
+$67.2K
1,672
+0%
清仓
FTF
FRANKLIN LTD DURATION INCOME
-$63.7K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$63.3K
9,800
-7%
增持
AMAT
APPLIED MATLS INC
+$62.9K
1,196
+0%
增持
PANW
PALO ALTO NETWORKS INC
-$60.3K
3,125
+0%
减持
CRM
SALESFORCE INC
+$60.0K
2,531
-2%
建仓
CRWU
ETF OPPORTUNITIES TRUST
+$55.3K
11,000
增持
NULG
NUSHARES ETF TR
+$55.2K
58,852
+3%
清仓
NSPR
INSPIREMD INC
-$50.8K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$46.9K
5,181
+1%
增持
QCOM
QUALCOMM INC
+$44.6K
1,481
+18%
减持
PM
PHILIP MORRIS INTL INC
-$44.4K
6,715
-4%
增持
USMV
ISHARES TR
+$44.0K
3,382
+17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$40.3K
4,532
+12%
增持
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$34.3K
23,507
+8%
增持
CSCO
CISCO SYS INC
+$34.3K
3,934
+0%
增持
BAC
BANK AMERICA CORP
+$32.8K
4,807
+7%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$32.5K
22,306
+2%
增持
SO
SOUTHERN CO
-$30.9K
4,133
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$29.8K
2,774
-3%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$29.7K
5,964
-10%
增持
TQQQ
PROSHARES TR
+$28.6K
28,000
+100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$28.1K
2,609
+4%
