13FBOX
United Financial Planning Group LLC · 13F 持仓分析
期权收益计算器 机构排行

United Financial Planning Group LLC

No.7195 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.97亿
环比变动 Q1 2026
+$2,776.2万+16.4%
持仓股票数
465
新买入
84
加仓
58
减仓
48
清仓
81
持股不变
275
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
V先锋领航指数基金VTV
17.92%17.96%$3,529.6万16.2万股$3,039.1万15.5万股+6,687股+4.32%加仓
V先锋领航指数基金VUG
16.87%16.18%$3,322.2万38.5万股$2,736.4万6.3万股+32.3万股+514.91%加仓
V先锋领航·FTSEVEA
16.31%16.51%$3,212.9万45.1万股$2,792.4万43.6万股+1.5万股+3.41%加仓
IiShares安硕·COREIJH
5.21%5.13%$1,026.4万13.3万股$867.7万12.8万股+4,525股+3.52%加仓
IiShares安硕·COREIJR
4.54%4.33%$893.4万6.0万股$732.5万5.9万股+1,267股+2.15%加仓
IiShares安硕IEMG
4.35%4.13%$856.8万10.3万股$698.0万10.0万股+3,284股+3.28%加仓
V先锋领航指数基金VNQ
3.48%3.61%$685.6万7.1万股$610.7万6.9万股+2,211股+3.21%加仓
V先锋领航·TOTALBNDX
3.13%3.38%$617.1万12.7万股$571.1万11.9万股+8,541股+7.19%加仓
V先锋领航债券指数基金BSV
2.46%2.58%$484.0万6.2万股$436.7万5.6万股+6,374股+11.45%加仓
V先锋领航·MIDVO
2.12%2.22%$417.5万5.2万股$375.5万1.3万股+3.9万股+296.27%加仓
艾伯维ABBV
1.46%1.47%$287.2万1.1万股$249.5万1.1万股-59股-0.51%减仓
G通用动力VTI
1.33%1.36%$261.9万7,078股$230.5万7,186股-108股-1.50%减仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.2%1.34%$235.9万4.5万股$227.3万4.3万股+1,726股+3.99%加仓
苹果AAPL
1.12%1.19%$220.5万7,621股$200.9万7,915股-294股-3.71%减仓
V先锋领航指数基金VB
1.12%1.15%$219.6万7,245股$195.3万7,456股-211股-2.83%减仓
IiShares安硕信托IDEV
1.06%1.14%$208.1万2.3万股$192.8万2.3万股+301股+1.30%加仓
V先锋领航STAR基金VXUS
0.89%0.93%$174.4万2.0万股$157.3万2.0万股+1股+0.00%加仓
V先锋领航·FSTEVWO
0.84%0.9%$165.9万2.8万股$152.9万2.8万股-510股-1.80%减仓
V先锋领航债券指数基金BIV
0.77%0.68%$152.2万2.0万股$115.3万1.5万股+4,883股+32.68%加仓
SSPDR黄金信托GLD
0.76%1%$149.1万4,047股$168.7万3,920股+127股+3.24%加仓
英伟达NVDA
0.59%0.6%$116.4万5,820股$101.5万5,820股00.00%持仓不变
IiShares白银信托SLV
0.56%0.81%$110.0万2.1万股$136.7万2.0万股+503股+2.51%加仓
沃尔玛WMT
0.54%0.69%$106.4万9,398股$116.8万9,398股00.00%持仓不变
SSPDR标普500 ETFSPY
0.5%0.51%$99.4万1,331股$86.5万1,330股+1股+0.08%加仓
V先锋领航指数基金VOO
0.49%0.5%$96.5万1,404股$83.8万1,402股+2股+0.14%加仓
爱迪生联合电气ED
0.46%0.54%$90.2万8,152股$91.8万8,115股+37股+0.46%加仓
微软MSFT
0.37%0.43%$72.6万1,945股$72.0万1,945股00.00%持仓不变
博通AVGO
0.31%0.1%$60.4万1,598股$17.4万564股+1,034股+183.33%加仓
谷歌AGOOGL
0.3%0.28%$58.6万1,639股$47.1万1,639股00.00%持仓不变
IiShares安硕信托IWD
0.25%<0.01%$48.5万2,000股$4,27320股+1,980股+9,900.00%加仓
纽蒙特NEM
0.24%0.31%$48.0万5,135股$53.2万4,913股+222股+4.52%加仓
伯克希尔哈撒韦BRK.B
0.24%0.27%$47.6万952股$45.6万952股00.00%持仓不变
V先锋领航白厅基金VYM
0.24%0.26%$47.1万2,983股$44.2万2,983股00.00%持仓不变
B巴里克黄金GOLD
0.22%$43.4万1.2万股$00股+1.2万股新买入
AAlphabet Inc Class CGOOG
0.22%0.2%$42.3万1,198股$34.4万1,198股00.00%持仓不变
VisaV
0.21%0.22%$42.0万1,224股$37.0万1,223股+1股+0.08%加仓
亚马逊AMZN
0.21%0.21%$40.9万1,718股$35.8万1,718股00.00%持仓不变
穆迪MCO
0.2%0.23%$39.7万877股$38.3万877股00.00%持仓不变
SSPDR行业精选信托XLE
0.18%0.24%$35.4万6,667股$40.8万6,667股00.00%持仓不变
I景顺QQQ信托VOO
0.17%0.16%$34.4万467股$27.0万467股00.00%持仓不变
V先锋领航债券指数基金BLV
0.17%0.18%$34.4万4,988股$29.7万4,314股+674股+15.62%加仓
Meta平台META
0.17%0.19%$33.1万588股$31.5万551股+37股+6.72%加仓
V先锋领航全球基金VPU
0.17%0.2%$33.1万1,691股$33.5万1,691股00.00%持仓不变
IiShares安硕信托IVV
0.16%0.16%$31.9万426股$27.7万425股+1股+0.24%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.16%0.17%$31.2万1,317股$28.3万1,316股+1股+0.08%加仓
埃克森美孚XOM
0.14%0.2%$27.9万2,040股$34.6万2,040股00.00%持仓不变
CENTRAL SECSCET
0.13%$26.3万5,009股$00股+5,009股新买入
星座能源CEG
0.13%<0.01%$25.1万1,011股$7,26126股+985股+3,788.46%加仓
特斯拉TSLA
0.12%0.13%$24.3万577股$21.5万577股00.00%持仓不变
摩根大通JPM
0.12%0.13%$24.2万738股$21.7万738股00.00%持仓不变

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