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

Uniting Wealth Partners, LLC

No.4278 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.92亿
环比变动 Q1 2026
+$2,278.5万+4.9%
持仓股票数
207
新买入
20
加仓
61
减仓
91
清仓
18
持股不变
35
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
沃尔玛WMT
18.21%21.24%$8,970.0万79.2万股$9,974.8万80.1万股-9,032股-1.13%减仓
F第一信托交易所交易基金RDVY
4.58%3.92%$2,253.7万27.8万股$1,843.5万27.0万股+8,029股+2.97%加仓
EETF系列解决方案OCTB
2.82%2.7%$1,391.1万51.1万股$1,266.2万50.5万股+5,980股+1.18%加仓
FIRST INTST BANCSYSTEMFIBK
2.81%2.68%$1,385.4万37.9万股$1,256.8万37.2万股+7,089股+1.90%加仓
BBROOKFIELD WEALTH SO A FCLASS ABNT
2.63%2.94%$1,292.9万28.0万股$1,382.9万32.9万股-4.9万股-14.93%减仓
EETF系列解决方案JULB
2.35%2.68%$1,158.2万42.0万股$1,258.9万50.1万股-8.2万股-16.26%减仓
F第一信托交易所交易基金SCIO
2.26%1.19%$1,113.3万53.9万股$561.2万27.2万股+26.7万股+98.09%加仓
V先锋领航斯科茨代尔基金VCIT
2.25%2.25%$1,108.0万13.4万股$1,054.6万12.7万股+6,621股+5.20%加仓
英伟达NVDA
2.08%2.34%$1,025.0万5.1万股$1,097.1万6.3万股-1.2万股-18.56%减仓
EETF系列解决方案JANB
2.08%1.96%$1,023.2万37.6万股$921.1万36.7万股+8,777股+2.39%加仓
CC H ROBINSON WORLDWIDE INCHRW
2.01%1.51%$991.8万5.2万股$708.2万4.2万股+1.0万股+23.54%加仓
LLHA MARKET STATE TACTICAL BETA ETFMSTB
1.61%1.49%$795.2万18.5万股$700.7万18.3万股+2,452股+1.34%加仓
F第一信托交易所交易基金SDVY
1.59%1.54%$781.5万18.1万股$723.1万18.3万股-2,224股-1.21%减仓
S嘉信策略信托SCHD
1.55%1.52%$761.9万24.0万股$714.9万23.3万股+7,272股+3.12%加仓
美光科技MU
1.5%0.44%$740.7万6,417股$204.6万6,053股+364股+6.01%加仓
F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI
1.46%0.95%$718.1万36.7万股$446.5万26.6万股+10.1万股+37.81%加仓
I景顺交易所交易基金信托PPA
1.44%1.45%$711.6万4.0万股$679.0万4.1万股-696股-1.70%减仓
PPUTNAM ETF TRUSTPVAL
1.44%1.34%$707.4万13.9万股$631.8万13.6万股+2,696股+1.98%加仓
I景顺·KBW BANK ETFKBWB
1.39%$684.2万7.4万股$00股+7.4万股新买入
S道富SPYM
1.38%1.24%$680.8万7.7万股$584.1万7.6万股+1,162股+1.52%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
1.33%1.19%$654.3万3.8万股$558.6万3.9万股-60股-0.16%减仓
F第一信托交易所交易基金VIDLMY
1.3%$641.9万21.5万股$00股+21.5万股新买入
埃克森美孚XOM
1.23%1.64%$607.7万4.4万股$771.2万4.5万股-1,008股-2.22%减仓
苹果AAPL
1.18%1.16%$579.8万2.0万股$542.7万2.1万股-1,344股-6.29%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.16%1.11%$571.5万16.9万股$520.7万17.9万股-9,873股-5.52%减仓
F第一信托交易所交易基金IIIFPE
1.14%1.09%$561.0万31.4万股$514.0万29.0万股+2.4万股+8.34%加仓
J摩根大通交易所交易基金JMUB
1.07%1.14%$528.3万10.4万股$535.7万10.7万股-2,869股-2.68%减仓
VVanEck ETF信托GDX
1.01%1.26%$499.2万6.6万股$590.1万6.4万股+1,863股+2.90%加仓
PProShares信托NOBL
0.94%0.95%$463.1万8.2万股$448.4万4.2万股+4.0万股+94.95%加仓
H哈特福德·FDS EXCHANGE TRADEDHMOP
0.92%1.01%$452.1万11.5万股$473.1万12.2万股-6,638股-5.45%减仓
AAPTUS ENHANCED YIELD ETFJUCY
0.88%0.9%$435.5万19.8万股$422.7万19.0万股+8,610股+4.54%加仓
AAPTUS DEFINED RISK ETFDRSK
0.84%2.48%$414.0万14.4万股$1,166.1万42.6万股-28.2万股-66.16%减仓
F第一信托交易所交易基金IIIFMB
0.81%0.81%$398.5万7.8万股$378.3万7.5万股+2,911股+3.90%加仓
AAPPLIED DIGITALAPLD
0.81%0.54%$398.1万10.7万股$254.5万10.7万股-477股-0.44%减仓
EEA SERIES TRUSTFRDM
0.8%0.62%$395.5万5.4万股$292.4万5.3万股+726股+1.36%加仓
DDBX ETF信托DBEM
0.76%0.65%$374.1万9.1万股$306.3万9.0万股+1,339股+1.49%加仓
PPIMCO太平洋投资管理ETFMUNI
0.75%0.38%$369.5万7.0万股$177.3万3.4万股+3.6万股+106.79%加仓
PProShares信托UPRO
0.75%0.54%$368.7万2.6万股$252.1万2.6万股00.00%持仓不变
DatadogDDOG
0.73%0.05%$358.1万1.4万股$23.6万2,000股+1.2万股+587.75%加仓
微软MSFT
0.71%0.93%$351.1万9,413股$437.5万1.2万股-2,405股-20.35%减仓
JJOHN HANCOCK EXCHANGE TRADEDJHPI
0.67%0.67%$328.5万14.5万股$314.8万13.9万股+5,316股+3.81%加仓
IiShares黄金信托IAU
0.65%0.8%$322.1万4.3万股$375.7万4.3万股+37股+0.09%加仓
亚马逊AMZN
0.65%0.71%$320.3万1.3万股$332.4万1.6万股-2,518股-15.78%减仓
V先锋领航指数基金VOO
0.59%0.53%$290.9万4,236股$250.4万4,190股+46股+1.10%加仓
可口可乐KO
0.58%0.57%$283.7万3.5万股$266.9万3.5万股-171股-0.49%减仓
PPROSHARES ULTRAPRO QQQTQQQ
0.46%0.25%$226.8万2.8万股$116.7万2.8万股00.00%持仓不变
IiShares安硕·COREIJR
0.44%0.44%$215.3万1.5万股$205.2万1.7万股-1,990股-12.06%减仓
AAvantis·U SAVUV
0.42%0.4%$205.5万1.6万股$189.5万1.7万股-680股-3.96%减仓
BBLUEROCK PVT REAL ESTATE FDBPRE
0.41%0.72%$200.0万15.4万股$336.2万20.2万股-4.9万股-24.05%减仓
AMD超威AMD
0.39%0.15%$191.0万3,288股$69.0万3,390股-102股-3.01%减仓

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