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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 61
增持 38
减持 42
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
ACIO
ETF SER SOLUTIONS
+$13.8M
329,385
建仓
OCTB
ETF SER SOLUTIONS
+$12.7M
505,249
建仓
JULB
ETF SER SOLUTIONS
+$12.6M
501,497
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
BUFR
FIRST TR EXCHNG TRADED FD VI
+$12.6M
372,152
建仓
DRSK
ETF SER SOLUTIONS
+$11.7M
425,551
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$10.5M
127,441
建仓
JANB
ETF SER SOLUTIONS
+$9.2M
367,003
减持
WMT
WALMART INC
+$7.5M
801,015
-3%
建仓
MSTB
ETF SER SOLUTIONS
+$7.0M
182,963
清仓
MTUM
ISHARES TR
-$6.6M
0
-100%
建仓
PVAL
PUTNAM ETF TRUST
+$6.3M
136,154
建仓
SCIO
FIRST TR EXCHANGE-TRADED FD
+$5.6M
271,911
清仓
XME
SPDR SERIES TRUST
-$5.5M
0
-100%
减持
NULG
NUSHARES ETF TR
-$5.5M
2,481
-96%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$5.4M
107,162
建仓
HMOP
HARTFORD FDS EXCHANGE TRADED
+$4.7M
121,769
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$4.5M
266,264
建仓
JUCY
ETF SER SOLUTIONS
+$4.2M
189,543
建仓
FMB
FIRST TR EXCH TRADED FD III
+$3.8M
74,667
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$3.4M
202,387
建仓
JHPI
JOHN HANCOCK EXCHANGE TRADED
+$3.1M
139,414
建仓
DBEM
DBX ETF TR
+$3.1M
89,760
建仓
FRDM
EA SERIES TRUST
+$2.9M
53,283
增持
CHRW
C H ROBINSON WORLDWIDE IN
+$2.6M
42,485
+52%
减持
MSFT
MICROSOFT CORP
-$2.5M
11,818
-17%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$2.1M
38,517
-31%
减持
—
EXXON MOBIL CORP
+$2.0M
45,458
-4%
建仓
AVUV
AMERICAN CENTY ETF TR
+$1.9M
17,154
建仓
MUNI
PIMCO ETF TR
+$1.8M
33,971
建仓
MMKT
TEXAS CAPITAL FUNDS TRUST
+$1.6M
16,000
减持
GDX
VANECK ETF TRUST
-$1.6M
64,300
-26%
建仓
PAVE
GLOBAL X FDS
+$1.4M
27,436
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$1.3M
52,643
清仓
—
ACCENTURE PLC IRELAND
-$1.2M
0
-100%
减持
AAPL
APPLE INC
-$1.1M
21,382
-11%
建仓
GRID
FIRST TR EXCHANGE-TRADED FD
+$1.1M
6,688
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
233,003
+5%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
62,902
-2%
减持
NOW
SERVICENOW INC
-$975.0K
6,257
-41%
建仓
LTTI
FIRST TR EXCHANGE-TRADED FD
+$964.1K
51,365
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$792.2K
70,114
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$792.0K
18,680
建仓
TRIN
TRINITY CAP INC
+$764.9K
52,000
清仓
CLH
CLEAN HARBORS INC
-$750.3K
0
-100%
建仓
EIM
EATON VANCE MUN BD FD
+$744.2K
76,170
建仓
DIVO
AMPLIFY ETF TR
+$700.4K
15,615
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$674.4K
5,327
-20%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$654.6K
6,000
建仓
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$640.3K
56,465
增持
SCHG
SCHWAB STRATEGIC TR
+$577.2K
178,752
+26%
增持
NOBL
PROSHARES TR
+$573.1K
42,301
+13%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$566.4K
40,979
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$535.4K
850
-54%
建仓
SUB
ISHARES TR
+$499.0K
4,685
建仓
TFI
SPDR SERIES TRUST
+$496.5K
10,950
减持
BX
BLACKSTONE INC
-$487.4K
12,056
-1%
增持
SPYM
SPDR SERIES TRUST
+$469.9K
76,309
+14%
建仓
AGG
ISHARES TR
+$440.8K
4,440
建仓
NUW
NUVEEN AMT-FREE MUN VALUE FD
+$428.5K
29,799
减持
CRM
SALESFORCE INC
-$419.9K
1,348
-47%
建仓
MLN
VANECK ETF TRUST
+$383.8K
22,006
增持
KKR
KKR & CO INC
+$357.2K
15,300
+84%
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$351.8K
17,626
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$345.3K
13,513
增持
IAU
ISHARES GOLD TR
+$336.9K
42,615
+1%
增持
DLAG
FIRST TR EXCHNG TRADED FD VI
+$329.7K
194,261
+8%
减持
CVX
CHEVRON CORPORATION
-$320.3K
6,610
-40%
减持
TWLO
TWILIO INC
-$317.3K
2,000
-50%
减持
MU
MICRON TECHNOLOGY INC
+$316.1K
6,053
-0%
建仓
FTHI
FIRST TR EXCHANGE TRADED FD
+$314.9K
13,722
建仓
BGIG
ETF SER SOLUTIONS
+$311.5K
9,367
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$310.9K
6,540
增持
OXY
OCCIDENTAL PETE CORP
+$307.1K
12,600
+1%
建仓
TIP
ISHARES TR
+$301.1K
2,728
清仓
—
CYBERARK SOFTWARE LTD
-$281.9K
0
-100%
减持
META
META PLATFORMS INC
-$281.5K
2,210
-6%
建仓
LNG
CHENIERE ENERGY INC
+$269.6K
950
建仓
XLE
SELECT SECTOR SPDR TR
+$261.2K
4,263
建仓
FANG
DIAMONDBACK ENERGY INC
+$260.9K
1,319
建仓
APH
AMPHENOL CORP
+$260.5K
2,056
清仓
QCOM
QUALCOMM INC
-$253.4K
0
-100%
建仓
ILMN
ILLUMINA INC
+$246.5K
2,000
减持
GOOGL
ALPHABET INC
-$242.3K
5,884
-5%
建仓
KLAC
KLA CORP
+$240.0K
163
清仓
UNH
UNITEDHEALTH GROUP INC
-$237.0K
0
-100%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
-$234.0K
183,381
-6%
减持
COP
CONOCOPHILLIPS
+$229.8K
6,024
-0%
减持
AVGO
BROADCOM INC
-$228.3K
4,708
-3%
清仓
SNX
TD SYNNEX CORPORATION
-$228.1K
0
-100%
增持
CRWV
COREWEAVE INC
+$226.2K
12,805
+20%
建仓
HAL
HALLIBURTON CO
+$226.2K
5,801
建仓
LMT
LOCKHEED MARTIN CORP
+$225.7K
373
减持
KO
COCA COLA CO
+$225.3K
34,858
-0%
建仓
VO
VANGUARD INDEX FDS
+$217.4K
757
建仓
TDVI
FIRST TR EXCHANGE-TRADED FD
+$210.2K
7,915
建仓
VLO
VALERO ENERGY CORP
+$205.3K
831
清仓
INTU
INTUIT
-$204.7K
0
-100%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$201.8K
4,004
减持
JNJ
JOHNSON & JOHNSON
+$189.3K
5,817
-2%
增持
MA
MASTERCARD INCORPORATED
-$187.9K
2,831
+1%
减持
GEV
GE VERNOVA INC
+$186.4K
901
-2%
建仓
IIM
INVESCO VALUE MUN INCOME TR
+$168.7K
13,873
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$158.3K
3,192
+80%
增持
ISRG
INTUITIVE SURGICAL INC
-$154.6K
1,564
+1%
建仓
MMU
WESTERN ASSET MANAGED MUNS F
+$154.5K
15,032
减持
MPC
MARATHON PETE CORP
+$153.3K
2,400
-10%
减持
IVV
ISHARES TR
-$152.6K
384
-35%
减持
PAYX
PAYCHEX INC
-$145.9K
6,752
-1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$143.9K
289,600
+6%
减持
RJF
RAYMOND JAMES FINL INC
-$143.1K
6,006
-5%
减持
CAT
CATERPILLAR INC
+$141.4K
1,351
-5%
增持
PANW
PALO ALTO NETWORKS INC
+$138.3K
4,453
+42%
增持
PSX
PHILLIPS 66
+$134.2K
2,458
+1%
增持
NEE
NEXTERA ENERGY INC
+$133.5K
10,562
+0%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$128.3K
5,554
-14%
建仓
NZF
NUVEEN MUN CR INCOME FD
+$127.1K
10,365
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$127.0K
2,286
-6%
增持
VOO
VANGUARD INDEX FDS
+$124.9K
4,190
+10%
增持
OKE
ONEOK INC NEW
+$121.9K
6,156
+4%
减持
PG
PROCTER & GAMBLE CO
-$116.8K
2,152
-28%
减持
BP
BP PLC
+$116.7K
10,484
-3%
增持
JPM
JPMORGAN CHASE & CO
-$116.6K
5,279
+2%
增持
AMZN
AMAZON COM INC
-$115.2K
15,958
+7%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$110.2K
10,000
增持
TSLA
TESLA INC
-$107.4K
4,365
+13%
增持
AMAT
APPLIED MATLS INC
+$105.5K
1,208
+1%
增持
V
VISA INC
-$99.9K
2,615
+3%
增持
GOOG
ALPHABET INC
-$95.7K
3,610
+0%
增持
UPRO
PROSHARES TR
+$90.5K
26,000
+24%
减持
GE
GE AEROSPACE
-$90.3K
3,217
-1%
增持
UPSD
ETF SER SOLUTIONS
+$85.1K
265,111
+6%
减持
HD
HOME DEPOT INC
-$82.6K
2,468
-5%
增持
APLD
APPLIED DIGITAL CORP
-$77.5K
107,204
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$76.7K
3,901
-5%
增持
ORCL
ORACLE CORP
-$72.9K
7,676
+24%
增持
ET
ENERGY TRANSFER L P
+$72.1K
23,892
+1%
增持
IJR
ISHARES TR
+$70.9K
16,507
+0%
减持
PM
PHILIP MORRIS INTL INC
-$70.6K
6,093
-9%
增持
—
SEABRIDGE GOLD INC
+$69.4K
15,530
+24%
增持
AXP
AMERICAN EXPRESS CO
-$66.6K
1,135
+2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$64.8K
11,202
+0%
增持
LLY
ELI LILLY & CO
-$60.8K
795
+8%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$60.6K
22,988
-2%
建仓
FTF
FRANKLIN LTD DURATION INCOME
+$58.3K
10,000
减持
T
AT&T INC
+$56.6K
22,597
-6%
减持
ROK
ROCKWELL AUTOMATION INC
-$55.5K
1,658
-1%
增持
ACWI
ISHARES TR
+$55.1K
9,453
+7%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$54.2K
5,051
-15%
增持
EQT
EQT CORP
+$51.5K
4,697
+2%
减持
MO
ALTRIA GROUP INC
+$50.3K
8,953
-4%
