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United Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

United Wealth Management, LLC

No.4584 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.44亿
环比变动 Q1 2026
+$4,214.4万+10.5%
持仓股票数
24
新买入
0
加仓
13
减仓
7
清仓
0
持股不变
4
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
DDimensional维度ETF信托DFAC
37.68%36.35%$1.67亿377.5万股$1.46亿376.3万股+1.2万股+0.33%加仓
DDimensional维度ETF信托DFIC
8.27%8.65%$3,676.7万98.7万股$3,480.4万98.0万股+7,205股+0.74%加仓
DDimensional维度ETF信托DFGX
8.15%8.61%$3,623.3万67.6万股$3,463.9万66.0万股+1.6万股+2.37%加仓
DDimensional维度ETF信托DFSV
7.89%7.83%$3,508.0万90.4万股$3,150.8万89.9万股+5,136股+0.57%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
7.4%7.08%$3,289.9万78.8万股$2,849.9万77.5万股+1.3万股+1.69%加仓
DDimensional维度ETF信托DFGP
5.5%5.69%$2,442.8万44.9万股$2,289.5万42.4万股+2.4万股+5.77%加仓
V先锋领航斯科茨代尔基金VGIT
4.87%5.41%$2,163.0万36.7万股$2,177.3万36.6万股+1,102股+0.30%加仓
DDimensional维度·US REAL ESTATE ETFDFAR
3.53%3.5%$1,570.8万60.0万股$1,406.5万59.5万股+5,746股+0.97%加仓
DDimensional维度ETF信托DISV
2.81%3.05%$1,246.7万31.1万股$1,228.3万31.1万股-763股-0.25%减仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
2.66%2.74%$1,183.3万34.7万股$1,100.7万34.2万股+5,135股+1.50%加仓
DDimensional维度ETF信托DFEM
2.46%2.35%$1,095.2万26.9万股$943.8万27.3万股-3,697股-1.35%减仓
DDimensional维度ETF信托DFCF
2.18%2.37%$969.2万23.0万股$952.4万22.6万股+4,043股+1.79%加仓
DDimensional维度ETF信托DEHP
1.62%1.44%$720.2万16.8万股$579.4万17.1万股-3,096股-1.81%减仓
DDimensional维度ETF信托DFEV
1.55%1.44%$687.6万16.1万股$581.2万16.2万股-1,276股-0.79%减仓
DDimensional维度ETF信托DFNM
1.5%1.59%$668.6万13.8万股$638.8万13.3万股+5,052股+3.79%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.74%0.77%$328.1万8.9万股$309.7万9.1万股-2,092股-2.29%减仓
DDimensional维度ETF信托DFSU
0.56%0.53%$248.4万5.3万股$212.6万5.2万股+1,541股+2.98%加仓
DDimensional维度ETF信托DFSI
0.15%0.16%$68.3万1.5万股$62.8万1.5万股+347股+2.34%加仓
V先锋领航指数基金VTV
0.13%0.13%$55.9万2,566股$50.3万2,566股00.00%持仓不变
V先锋领航国际股票指数基金VT
0.08%0.07%$33.6万2,139股$29.6万2,142股-3股-0.14%减仓
UNITED AIRLS COMUAL
0.07%0.06%$32.8万2,413股$22.2万2,413股00.00%持仓不变
WELLS FARGO NEWWFC
0.07%0.08%$31.6万3,818股$30.4万3,818股00.00%持仓不变
DDimensional维度ETF信托DFSE
0.06%0.06%$26.1万5,336股$22.8万5,382股-46股-0.85%减仓
IiShares安硕信托IVV
0.05%0.05%$24.2万323股$21.1万323股00.00%持仓不变

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