13FBOX
Ullmann Wealth Partners Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Ullmann Wealth Partners Group, LLC

No.2610 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.00亿
环比变动 Q1 2026
+$1.37亿+14.2%
持仓股票数
174
新买入
22
加仓
88
减仓
38
清仓
4
持股不变
26
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
IiShares安硕信托IVV
18.37%18.53%$2.02亿27.0万股$1.78亿27.3万股-3,392股-1.24%减仓
IiShares安硕信托ITOT
9.08%9.17%$9,994.8万60.8万股$8,835.6万62.0万股-1.2万股-1.92%减仓
IiShares安硕信托LRGF
7.8%7.97%$8,582.8万113.5万股$7,680.2万116.4万股-2.9万股-2.48%减仓
F富达·MERRIMACK STR TRFBND
6.13%5.59%$6,745.4万148.3万股$5,387.6万118.1万股+30.2万股+25.56%加仓
B贝莱德ETF信托DYNF
4.28%3.76%$4,712.1万69.3万股$3,623.4万62.3万股+7.0万股+11.25%加仓
DDimensional维度ETF信托DFCF
3.65%4.01%$4,012.0万95.0万股$3,860.4万91.4万股+3.6万股+3.95%加仓
DDimensional维度ETF信托DFIC
3.56%3.98%$3,919.2万105.2万股$3,837.6万108.0万股-2.8万股-2.61%减仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
3.49%3.39%$3,839.6万43.1万股$3,267.4万43.3万股-2,091股-0.48%减仓
IiShares安硕·RUSSELLIWF
3.44%3.35%$3,785.2万30.5万股$3,229.2万7.6万股+22.9万股+302.53%加仓
V先锋领航斯科茨代尔基金VGSH
2.33%2.39%$2,564.9万44.1万股$2,300.8万39.3万股+4.8万股+12.13%加仓
IiShares安硕信托IXUS
2.32%2.44%$2,551.9万26.7万股$2,353.2万27.2万股-4,219股-1.55%减仓
A美国世纪ETF信托AVEM
2.1%1.77%$2,313.4万24.0万股$1,709.1万21.2万股+2.8万股+13.04%加仓
A美国世纪ETF信托AVLV
2.05%2.02%$2,254.3万24.7万股$1,948.6万24.2万股+5,427股+2.25%加仓
IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR
2.03%2.28%$2,238.4万44.4万股$2,194.0万43.6万股+8,476股+1.94%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
1.96%1.93%$2,151.3万19.5万股$1,863.8万19.2万股+3,322股+1.73%加仓
IiShares安硕信托IEFA
1.81%1.97%$1,994.4万20.7万股$1,893.1万20.9万股-2,610股-1.25%减仓
B贝莱德·ETF TRUST IIBINC
1.32%1.86%$1,455.7万27.8万股$1,787.5万34.4万股-6.6万股-19.20%减仓
SSPDR标普500 ETFSPY
1.3%1.3%$1,434.7万1.9万股$1,249.0万1.9万股+7股+0.04%加仓
AAvantis·U SAVUV
1.28%1.26%$1,413.7万11.3万股$1,216.1万11.0万股+3,236股+2.94%加仓
IiShares安硕·MSCIQUAL
0.91%0.92%$1,003.6万4.6万股$882.8万4.6万股-286股-0.62%减仓
IiShares安硕信托GVI
0.88%1%$972.8万9.0万股$959.5万9.0万股00.00%持仓不变
苹果AAPL
0.83%0.77%$910.7万3.1万股$743.4万2.9万股+2,180股+7.44%加仓
I景顺交易所交易基金信托PWV
0.71%0.75%$784.1万10.3万股$721.8万10.4万股-60股-0.06%减仓
IiShares安硕·COREIJH
0.66%0.67%$723.6万9.4万股$646.2万9.6万股-1,855股-1.94%减仓
IiShares安硕信托IJJ
0.63%0.66%$698.0万4.7万股$639.6万4.8万股-1,023股-2.12%减仓
IiShares安硕信托IWD
0.61%0.62%$666.2万2.7万股$595.3万2.8万股-379股-1.36%减仓
英伟达NVDA
0.6%0.58%$655.4万3.3万股$558.7万3.2万股+720股+2.25%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
0.57%0.55%$623.4万3.7万股$525.9万3.6万股+378股+1.04%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
0.53%0.69%$577.8万13.8万股$666.1万18.1万股-4.3万股-23.59%减仓
摩根大通JPM
0.47%0.48%$519.6万1.6万股$460.5万1.6万股+221股+1.41%加仓
微软MSFT
0.46%0.55%$509.6万1.4万股$534.1万1.4万股-767股-5.32%减仓
IiShares安硕信托GJS
0.4%0.44%$443.6万19.5万股$419.1万18.3万股+1.2万股+6.45%加仓
谷歌AGOOGL
0.39%0.33%$428.3万1.2万股$316.9万1.1万股+966股+8.77%加仓
HCA医疗HCA
0.38%0.28%$423.3万1.1万股$271.8万5,743股+5,115股+89.06%加仓
IiShares安硕·RUSSELLIWB
0.38%0.38%$421.1万1.0万股$363.3万1.0万股+93股+0.91%加仓
IiShares安硕信托AGG
0.38%0.43%$420.0万4.2万股$418.8万4.2万股+246股+0.58%加仓
B贝莱德ETF信托CORO
0.35%$390.2万10.7万股$00股+10.7万股新买入
亚马逊AMZN
0.34%0.33%$379.3万1.6万股$315.0万1.5万股+790股+5.22%加仓
IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB
0.34%0.29%$371.0万2.2万股$277.3万2.2万股00.00%持仓不变
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.33%0.31%$363.4万2.7万股$301.7万2.5万股+1,118股+4.39%加仓
强生JNJ
0.29%0.32%$324.2万1.3万股$309.6万1.3万股+103股+0.81%加仓
BBANK OF AMERBAC
0.29%0.27%$319.7万5.6万股$262.7万5.4万股+2,228股+4.13%加仓
IiShares安硕信托IJK
0.29%0.26%$314.8万2.7万股$247.4万2.5万股+2,197股+8.93%加仓
AMD超威AMD
0.28%0.1%$305.5万5,260股$96.0万4,719股+541股+11.46%加仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
0.26%0.22%$281.1万1.6万股$212.6万1.5万股+1,048股+7.13%加仓
卡特彼勒CAT
0.25%0.19%$278.4万2,615股$181.4万2,561股+54股+2.11%加仓
IiShares安硕·COREIJR
0.24%0.24%$268.2万1.8万股$233.4万1.9万股-690股-3.67%减仓
IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF
0.22%0.24%$239.5万3.3万股$233.9万3.9万股-6,011股-15.53%减仓
宝洁PG
0.21%0.24%$236.5万1.6万股$235.9万1.6万股-202股-1.24%减仓
美光科技MU
0.21%0.07%$236.4万2,048股$62.9万1,863股+185股+9.93%加仓

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