United Financial Planning Group LLC

报告期 2026-03-31 · CIK 0002088337

持仓数

462

前50大市值合计

$161.9M

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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 60增持 48减持 29清仓 13

方向

标的

Δ市值

现股数(环比)

减持

VTI VANGUARD TOTAL STOCK MARKET ETF

-$32.9M

6,733 -96%

增持

VTV VANGUARD VALUE ETF

+$29.6M

155,169 +316571%

建仓

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$26.1M

417,953

减持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$23.7M

29,694 -93%

建仓

VO VANGUARD MID CAP ETF

+$3.9M

13,300

清仓

VT VANGUARD FTSE EMERGING MARKETS ETF

-$1.7M

0 -100%

减持

BSV VANGUARD SHORT-TERM BOND ETF

-$1.6M

48,441 -29%

建仓

BIV VANGUARD INTERMEDIATE TERM BOND ETF

+$1.1M

14,672

减持

VUG VANGUARD GROWTH ETF

-$975.2K

58,192 -5%

建仓

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$521.7K

3,635

增持

SPY SPDR S&P 500 ETF

+$498.6K

1,692 +72%

建仓

BRK/B BERKSHIRE HATHAWAY CLASS CLASS B

+$455.4K

906

减持

VOO VANGUARD S&P 500 ETF

-$407.9K

1,285 -61%

增持

SLV ISHARES SILVER TRUST ETF

+$405.8K

16,147 +8%

增持

AAPL APPLE INC

+$377.0K

7,817 +14%

建仓

IWD ISHARES RUSSELL 1000 VALUE ETF

+$369.6K

1,757

建仓

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$331.4K

1,508

增持

ORCL ORACLE CORP

+$320.1K

2,420 +349%

增持

NVDA NVIDIA CORP

+$236.8K

5,067 +33%

增持

IJR ISHARES CORE S&P SMALL CAP ETF

+$223.5K

56,717 +2%

增持

AVGO BROADCOM INC

+$218.6K

1,518 +63%

减持

VB VANGUARD SMALL CAP ETF

-$201.3K

7,759 -10%

清仓

REET ISHARES CORE MSCI EAFE ETF

-$195.8K

0 -100%

增持

IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF

+$192.2K

42,168 +10%

增持

MSFT MICROSOFT CORP

+$187.1K

1,685 +39%

增持

GLD SPDR GOLD SHARES ETF

+$178.6K

2,694 +8%

增持

BND VANGUARD TOTAL BOND MARKET ETF

+$175.8K

10,171 +31%

增持

FDX FEDEX CORP

+$175.2K

634 +1765%

减持

MCO MOODYS CORP

-$174.7K

836 -34%

增持

— EXXON MOBIL CORP

+$153.4K

2,411 +99%

建仓

IEFA ISHARES CORE MSCI EAFE ETF

+$149.3K

1,669

减持

VOE VANGUARD MID CAP VALUE ETF

-$138.5K

49 -95%

增持

GOOGL ALPHABET INC CLASS A

+$135.0K

1,335 +15%

增持

GOOG ALPHABET INC CLASS C

+$133.7K

1,025 +33%

增持

AMZN AMAZON.COM INC

+$132.9K

1,606 +48%

减持

NEM NEWMONT CORP

-$130.1K

7,441 -28%

建仓

PICK ISHARES MSCI GLL MET MIN PROD ETF

+$105.6K

2,057

减持

IEMG ISHARES CORE MSCI EMERGING ETF

-$104.5K

100,808 -3%

增持

V VISA INC CLASS A

+$98.6K

1,180 +28%

建仓

IBB ISHARES BIOTECHNOLOGY ETF

+$94.2K

558

清仓

HDV ISHARES MSCI GLL MET MINPROD ETF

-$90.1K

0 -100%

减持

IJH ISHARES CORE S&P MID CAP ETF

+$88.6K

126,709 -0%

减持

IVV ISHARES CORE S&P 500 ETF

-$82.3K

396 -28%

增持

VNQ VANGUARD REAL ESTATE ETF

+$80.0K

62,007 +5%

增持

PFE PFIZER INC

+$75.4K

3,526 +624%

减持

DT DYNATRACE INC

-$73.9K

553 -73%

增持

META META PLATFORMS INC CLASS A

+$70.8K

391 +53%

建仓

CAT CATERPILLAR INC

+$70.1K

122

清仓

EMB SPDR BLOOMBG INTL TRY BDETF

-$70.0K

0 -100%

减持

DYNF ISHS US EQTY FACTR ROTATN ACT ETF

-$68.7K

42 -97%

建仓

BWX SPDR BLOOMBG INTL TRY BD ETF

+$68.5K

3,042

减持

IWF ISHARES RUSSELL 1000 GROWTH ETF

-$67.8K

12 -98%

建仓

CGW INVSC S P GLOBAL WATER INDEX ETF

+$66.8K

1,060

建仓

— LINDE PLC F

+$65.7K

154

减持

IVW ISHARES S&P 500 GROWTH ETF

-$63.8K

82 -86%

增持

VXUS VANGUARD TOTAL INTERNATIONAL STK ETF

+$63.6K

27,116 +1%

减持

FBTC FIDELITY WISE ORIGIN BITCOIN FUND

-$60.0K

2,074 -5%

清仓

LI LINDE PLC F

-$59.4K

0 -100%

增持

IDEV ISHARES CORE MSCI INTRL DVLP MKT ETF

+$57.4K

23,905 +0%

清仓

IYM ISHARES S&P 500 VALUE ETF

-$57.0K

0 -100%

增持

TSLA TESLA INC

+$55.1K

518 +30%

建仓

FSSL FS SPECIALTY LENDING

+$51.6K

3,651

减持

B BARRICK MNG CORP F

-$50.3K

18,324 -29%

减持

DGRO ISHARES CORE DIVIDEND GROWTH ETF

-$48.6K

90 -68%

建仓

TSM TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS

+$48.3K

159

增持

BNDX VANGUARD TOTAL INTERNATIONAL BND ETF

+$46.3K

101,529 +3%

减持

WMT WALMART INC

+$45.6K

9,254 -3%

建仓

LLY ELI LILLY AND CO

+$41.9K

建仓

SMA SMARTSTOP SELF STORAGE R

+$41.4K

1,337

减持

IUSB ISHARES CORE UNIVERSAL USD BOND ETF

-$38.3K

93 -91%

清仓

MSIF MSC INCOME FD INC

-$36.6K

0 -100%

增持

QQQ INVSC QQQ TRUST SRS 1 ETF

+$36.5K

467 +12%

增持

JNJ JOHNSON & JOHNSON

+$36.5K

230 +283%

增持

ABBV ABBVIE INC

+$35.1K

1,083 +18%

清仓

EZU ISHARES MSCI AGRI PRODUCERS ETF

-$34.7K

0 -100%

建仓

VEGI ISHARES MSCI AGRI PRODUCERS ETF

+$34.6K

897

建仓

NFLX NETFLIX INC

+$32.8K

350

清仓

VTEB VANGUARD MUNI BND TAX EXEMPT ETF

-$29.4K

0 -100%

减持

GS GOLDMAN SACHS GROUP INC

-$29.4K

117 -30%

增持

XLK STATE STRET TEC SELECT SEC SPDR ETF

+$29.2K

349 +365%

清仓

ITOT ISHARES TOTAL US STOCK MARKET ETF

-$28.7K

0 -100%

增持

IHI ISHARES US MEDICAL DEVICES ETF

+$26.6K

600 +1076%

减持

THRO ISHARES US THMATIC ROTATN ACT ETF

-$26.1K

28 -96%

减持

SCHZ SCHWAB US AGGREGATE BOND ETF

-$25.7K

12,581 -8%

增持

HD HOME DEPOT INC

-$24.0K

468 +2%

建仓

— MEDTRONIC PLC F

+$23.5K

245

建仓

SHOP SHOPIFY INC F CLASS A

+$22.5K

140

建仓

— SPOTIFY TECHNOLOGY S A F

+$22.1K

增持

JPM JPMORGAN CHASE & CO

+$21.6K

1,075 +4%

建仓

BLK BLACKROCK INC NEW

+$21.4K

建仓

ADSK AUTODESK INC

+$21.0K

增持

— SEAGATE TECHNOLOGY H F

+$20.4K

236 +25%

建仓

ICE INTERCONTINENTAL EXCHANG

+$19.8K

122

建仓

PM PHILIP MORRIS INTL INC

+$19.7K

123

建仓

CRM SALESFORCE INC

+$19.6K

建仓

— ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS

+$19.3K

建仓

OEF ISHARES S&P 100 ETF

+$19.2K

建仓

SE SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$19.0K

149

建仓

MA MASTERCARD INC CLASS CLASS A

+$18.8K

建仓

CIEN CIENA CORP

+$18.2K

建仓

MUFG MITSUBISHI HEAVY INDS F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$17.9K

738

建仓

CAH CARDINAL HEALTH INC

+$17.7K

增持

EFA ISHARES MSCI EAFE ETF

+$17.3K

841 +25%

增持

AMD ADVANCED MICRO DEVIC

+$16.9K

79 +7800%

建仓

NOW SERVICENOW INC

+$16.9K

110

建仓

NEE NEXTERA ENERGY INC

+$16.5K

205

清仓

IYJ ISHARES US TECHNOLOGY ETF

-$16.5K

0 -100%

建仓

SAP SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS

+$16.0K

减持

MTUM ISHARES MSCI USA MOMNTUM FCT ETF

-$15.9K

50 -55%

建仓

— TE CONNECTIVITY PLC F

+$15.7K

建仓

VOT VANGUARD MID CAP GROWTH ETF

+$15.6K

建仓

XLP STE SRT CNSR STPLS SLCT SEC SPDR ETF

+$15.5K

200

建仓

XLI STATE STRT INDSTL SLCT SCTR SPDR ETF

+$15.5K

100

建仓

APP APPLOVIN CORP CLASS A

+$14.8K

增持

DIA SPDR DOW JONES INDUSTRIAL AVRG ETF

+$14.6K

40 +300%

减持

TLH ISHARES 10-20 YEAR TSURY BOND ETF

-$14.5K

10 -93%

增持

QCOM QUALCOMM INC

+$14.3K

680 +11%

建仓

SPLV INVESCO S&P 500 LOW VOLATILITY ETF

+$14.3K

200

增持

ADI ANALOG DEVICES INC

+$14.2K

75 +200%

增持

— ACCENTURE PLC IRELAND F CLASS A

+$14.1K

207 +23%

建仓

SDY STATE STREET SPDR S&P DIV ETF

+$13.9K

100

增持

CVX CHEVRON CORP NEW

+$13.9K

203 +85%

减持

VBR VANGUARD SMALL CAP VALUE ETF

-$13.5K

54 -44%

增持

SPGI S&P GLOBAL INC

+$13.5K

132 +16%

增持

MRK MERCK & CO. INC.

+$13.4K

422 +14%

增持

SBUX STARBUCKS CORP

+$13.2K

311 +103%

建仓

HWM HOWMET AEROSPACE INC

+$12.9K

增持

BA BOEING CO

+$12.7K

612 +10%

增持

T AT&T INC

+$12.6K

533 +2323%

建仓

GOP UNUSUAL WHALES SUB DEMO TRAD ETF

+$12.6K

276

建仓

— ARCH CAPITAL GROUP LTD F

+$12.5K

130

建仓

NU NU HLDGS LTD F CLASS CLASS A

+$12.0K

719

建仓

SPTI ST STRT SPDR PRTFL INTDT TM TSRY ETF

+$12.0K

416

清仓

MAS MASCO CORP

-$12.0K

0 -100%

清仓

SMLV SPDR PORT INTER TRM TRSRY ETF

-$11.9K

0 -100%

减持

MYN BLACKROCK MUNIYIELD NY Q

-$11.9K

2,382 -33%

减持

BAI ISHARES AI INVATN AND TEC ACT ETF

-$11.8K

15 -96%

建仓

— ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$11.7K

127

增持

JEPI J P MORGAN NASDAQ EQT PRM INC ETF

+$11.6K

236 +556%

增持

CMCSA COMCAST CORP NEW TRADES WITH DUE BILLS

+$11.6K

1,317 +49%

建仓

CP CANADIAN PACIFIC KAN F

+$11.6K

157

建仓

SPSM ST STRET SPDR PRTFL S&P 600 S C ETF

+$11.5K

245

建仓

RKT ROCKET COMPANIES CLA A CLASS A

+$11.4K

590

建仓

ABT ABBOTT LABS

+$11.4K

建仓

— UBS GROUP AG F

+$11.3K

244

建仓

ROK ROCKWELL AUTOMATION INC

+$11.3K

建仓

— JOHNSON CONTROLS INT F

+$11.1K

建仓

MNST MONSTER BEVERAGE CORP NE

+$11.1K

145

增持

MCD MCDONALDS CORP

+$10.9K

814 +4%

建仓

CSX CSX CORP

+$10.9K

300

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。