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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 24增持 54减持 33清仓 39

方向

标的

Δ市值

现股数(环比)

增持

ABBV ABBVIE INC

+$2.2M

11,471 +959%

增持

VEA VANGUARD FTSE DEVELOPED

+$1.8M

435,762 +4%

增持

VUG VANGUARD GROWTH INDEX

-$1.0M

62,649 +8%

增持

BNDX VANGUARD TOTAL INT BOND

+$804.7K

118,846 +17%

清仓

B BARRICK MNG CORP F

-$798.0K

0 -100%

减持

VTV VANGUARD VALUE INDEX

+$755.7K

154,900 -0%

减持

BND VANGUARD TOTAL BOND

-$627.1K

1,714 -83%

增持

VNQ VANGUARD REAL ESTATE

+$620.3K

68,853 +11%

增持

GLD SPDR GOLD SHARES

+$619.1K

3,920 +46%

增持

BSV VANGUARD SHORT-TERM BOND

+$549.1K

55,691 +15%

增持

IJR ISHARES CORE S&P

+$508.6K

58,924 +4%

减持

VXUS VANGUARD TOTAL INT STOCK

-$472.4K

20,402 -25%

减持

IWD ISHARES RUSSELL 1000

-$365.3K

20 -99%

减持

AVGO BROADCOM INC

-$351.1K

564 -63%

增持

SLV ISHARES SILVER TRUST

+$327.2K

20,068 +24%

增持

IJH ISHARES CORE S&P MID-CAP

+$314.5K

128,495 +1%

减持

SPY STATE STREET SPDR S&P

-$288.3K

1,330 -21%

增持

VBR VANGUARD SMALL-CAP VALUE

+$251.2K

1,209 +2139%

减持

ORCL ORACLE CORP

-$249.4K

1,511 -38%

减持

SCHZ SCHWAB U.S. AGGREGATE

-$216.8K

3,328 -74%

减持

NEM NEWMONT CORP

-$211.2K

4,913 -34%

增持

SCHO SCHWAB SHORT-TERM U.S.

+$206.3K

8,646 +5782%

减持

IEMG ISHARES CORE MSCI

+$203.6K

100,070 -1%

建仓

SCHQ SCHWAB LONG-TERM U.S.

+$179.7K

5,718

清仓

ING ING GROEP N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS

-$177.2K

0 -100%

清仓

AEM AGNICO EAGLE MINES LTD F

-$171.2K

0 -100%

增持

WMT WALMART INC

+$137.0K

9,398 +2%

减持

JPM JPMORGAN CHASE & CO

-$129.4K

738 -31%

增持

AAPL APPLE INC

-$116.3K

7,915 +1%

增持

ED CONSOLIDATED EDISON INC

+$115.9K

8,115 +0%

清仓

XCHYX CALAMOS CONVERTIBLE AND

-$113.1K

0 -100%

增持

XLE STATE STREET ENERGY

+$112.2K

6,667 +1%

减持

VO VANGUARD MID-CAP INDEX

-$104.5K

13,077 -2%

建仓

MSIF MSC INCOME FD INC

+$101.9K

8,363

增持

MSFT MICROSOFT CORP

-$94.9K

1,945 +15%

建仓

PDBC INVESCO OPTIMUM YIELD

+$84.1K

4,854

减持

MSI MOTOROLA SOLUTIONS INC

-$83.1K

244 -51%

减持

VYM VANGUARD HIGH DIVIDEND

-$79.9K

2,983 -18%

减持

PFE PFIZER INC

-$74.0K

493 -86%

增持

NVDA NVIDIA CORP

+$70.0K

5,820 +15%

减持

HD HOME DEPOT INC

-$69.3K

279 -40%

清仓

SCHG SCHWAB US LARGE CAP GROWTH ETF

-$69.2K

0 -100%

建仓

PIO INVESCO S&P GLOBAL WATER

+$67.8K

1,060

减持

VWO VANGUARD FTSE EMERGING

-$66.9K

28,297 -5%

清仓

CGW INVSC S P GLOBAL WATER INDEX ETF

-$66.8K

0 -100%

建仓

ITOT ISHARES CORE S&P TOTAL

+$66.1K

464

清仓

— LINDE PLC F

-$65.7K

0 -100%

清仓

NVS NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS

-$65.2K

0 -100%

清仓

— SEAGATE TECHNOLOGY H F

-$65.0K

0 -100%

清仓

SCHV SCHWAB US LARGE CAP VALUE ETF

-$62.4K

0 -100%

减持

CL COLGATE PALMOLIVE CO

-$59.7K

55 -93%

增持

META META PLATFORMS INC

+$57.1K

551 +41%

减持

— EXXON MOBIL CORP

+$56.0K

2,040 -15%

清仓

— ACCENTURE PLC IRELAND F CLASS A

-$55.5K

0 -100%

增持

GOOGL ALPHABET INC

+$53.6K

1,639 +23%

减持

IBM IBM CORP

-$53.5K

571 -12%

增持

FDX FEDEX CORP

+$53.4K

664 +5%

清仓

FSSL FS SPECIALTY LENDING

-$51.6K

0 -100%

减持

VB VANGUARD SMALL-CAP INDEX

-$48.6K

7,456 -4%

减持

VIG VANGUARD DIVIDEND

-$48.4K

1,316 -13%

清仓

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

-$48.3K

0 -100%

增持

VTI VANGUARD TOTAL STOCK

+$48.1K

7,186 +7%

减持

VCSH VANGUARD SHORT TERM COR

-$46.7K

2,212 -21%

清仓

— ON HLDG AG F CLASS A

-$46.5K

0 -100%

增持

MCO MOODYS CORP

-$44.5K

877 +5%

增持

V VISA INC

-$44.0K

1,223 +4%

增持

IGSB ISHARES 1-5 YEAR

+$43.6K

43,253 +3%

减持

IDEV ISHARES CORE MSCI

-$43.2K

23,076 -3%

减持

FBTC FIDELITY WISE ORIGIN

-$40.3K

1,995 -4%

减持

BWX SPDR BLOOMBERG

-$38.6K

1,365 -55%

减持

SPGI S&P GLOBAL INC

-$37.9K

73 -45%

增持

SDY STATE STREET SPDR S&P

+$37.9K

355 +255%

清仓

IHI ISHARES US MEDICAL DEVICES ETF

-$37.3K

0 -100%

减持

GS GOLDMAN SACHS GROUP INC

-$36.9K

78 -33%

建仓

SNDK SANDISK CORP

+$36.9K

建仓

XLU STATE STREET UTILITIES

+$36.3K

790

增持

JNJ JOHNSON & JOHNSON

+$35.3K

339 +47%

减持

HIG HARTFORD INS GROUP INC

-$32.8K

19 -93%

建仓

XT ISHARES FUTURE

+$32.7K

480

清仓

— SILA RLTY TR INC REIT

-$32.2K

0 -100%

增持

VOO VANGUARD S&P 500 ETF

+$31.9K

1,402 +9%

减持

XLK STATE STREET TECHNOLOGY

-$30.4K

149 -57%

建仓

IBIT ISHARES BITCOIN TRUST

+$27.4K

714

清仓

NVO NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS

-$27.4K

0 -100%

清仓

BDJ BLACKROCK ENHANCED EQUIT

-$27.0K

0 -100%

增持

LLY ELI LILLY AND CO

+$26.1K

74 +90%

清仓

SPYG ST STRT SPDR PRTL S&P 500 GRW ETF IV

-$25.8K

0 -100%

增持

GOVT ISHARES U.S. TREASURY

+$25.7K

1,464 +331%

增持

CAT CATERPILLAR INC

+$25.1K

134 +10%

增持

LRCX LAM RESH CORP

+$24.3K

129 +579%

清仓

DT DYNATRACE INC

-$24.0K

0 -100%

清仓

MYN BLACKROCK MUNIYIELD NY Q

-$23.6K

0 -100%

清仓

— MEDTRONIC PLC F

-$23.5K

0 -100%

清仓

SCHM CHARLES SCHWAB US MC ETF

-$23.5K

0 -100%

增持

QCOM QUALCOMM INC

-$22.9K

725 +7%

建仓

VTEB VANGUARD TAX-EXEMPT BOND

+$22.9K

458

清仓

ITT ITT INC

-$22.6K

0 -100%

清仓

SHOP SHOPIFY INC F CLASS A

-$22.5K

0 -100%

增持

GOOG ALPHABET INC

+$22.1K

1,198 +17%

清仓

— SPOTIFY TECHNOLOGY S A F

-$22.1K

0 -100%

建仓

GLDM SPDR GOLD MINISHARES

+$20.9K

226

增持

NRG NRG ENERGY INC

+$20.7K

148 +2367%

增持

LQD ISHARES IBOXX $

+$20.3K

2,155 +11%

清仓

— BLACKROCK MUNIHOLDINGS N

-$20.3K

0 -100%

增持

MA MASTERCARD INC

+$20.1K

78 +136%

增持

ADI ANALOG DEVICES INC

+$20.1K

127 +69%

减持

PZA INVESCO NATIONAL

-$20.0K

1,315 -39%

增持

VRT VERTIV HLDGS CO

+$19.5K

83 +938%

建仓

COHR COHERENT CORP

+$19.3K

清仓

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

-$19.3K

0 -100%

增持

C CITIGROUP INC

+$19.1K

186 +994%

增持

NFLX NETFLIX INC

+$19.1K

540 +54%

增持

AMAT APPLIED MATLS INC

+$19.1K

58 +1833%

清仓

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

-$19.0K

0 -100%

减持

CVX CHEVRON CORP NEW

-$18.5K

60 -70%

增持

TSLA TESLA INC

-$18.5K

577 +11%

增持

MRK MERCK & CO. INC.

+$18.0K

519 +23%

清仓

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

-$17.9K

0 -100%

建仓

SPMB STATE STREET SPDR

+$17.0K

761

建仓

SCHF SCHWAB INTERNATIONAL

+$16.8K

678

建仓

HCC WARRIOR MET COAL INC

+$16.6K

178

建仓

CMI CUMMINS INC

+$16.1K

清仓

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

-$16.0K

0 -100%

建仓

HAL HALLIBURTON CO

+$16.0K

411

建仓

FEZ STATE STREET SPDR EURO

+$15.7K

253

清仓

— TE CONNECTIVITY PLC F

-$15.7K

0 -100%

增持

PICK ISHARES MSCI GLOBAL

+$15.7K

2,143 +4%

清仓

XLP STE SRT CNSR STPLS SLCT SEC SPDR ETF

-$15.5K

0 -100%

清仓

XLI STATE STRT INDSTL SLCT SCTR SPDR ETF

-$15.5K

0 -100%

建仓

PH PARKER-HANNIFIN CORP

+$15.2K

增持

AMGN AMGEN INC

+$14.3K

110 +47%

清仓

SPLV INVESCO S&P 500 LOW VOLATILITY ETF

-$14.3K

0 -100%

减持

PM PHILIP MORRIS INTL INC

-$14.1K

34 -72%

增持

LMT LOCKHEED MARTIN CORP

+$14.0K

72 +18%

清仓

JEPI J P MORGAN NASDAQ EQT PRM INC ETF

-$13.7K

0 -100%

建仓

BIIB BIOGEN INC

+$13.6K

增持

SCHB SCHWAB U.S. BROAD MARKET

+$13.4K

931 +146%

增持

MPWR MONOLITHIC PWR SYS INC

+$13.3K

18 +157%

建仓

JEPQ JPMORGAN NASDAQ EQUITY

+$13.1K

236

增持

AMZN AMAZON.COM INC

-$12.9K

1,718 +7%

增持

TJX TJX COS INC NEW

+$12.8K

86 +1333%

清仓

GOP UNUSUAL WHALES SUB DEMO TRAD ETF

-$12.6K

0 -100%

建仓

SHW SHERWIN-WILLIAMS CO

+$12.5K

清仓

— ARCH CAPITAL GROUP LTD F

-$12.5K

0 -100%

增持

IXUS ISHARES CORE MSCI TOTAL

+$12.5K

431 +47%

建仓

GM GENERAL MTRS CO

+$12.4K

166

增持

WBS WEBSTER FINL CORP

+$12.3K

240 +243%

清仓

NU NU HLDGS LTD F CLASS CLASS A

-$12.0K

0 -100%

增持

MCD MCDONALDS CORP

+$12.0K

839 +3%

建仓

MSCI MSCI INC

+$11.9K

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。