United Financial Planning Group LLC

趋势追踪型长期持有型

申报总市值

US$1.7亿

申报季度: 2026-03-31 · 持股只数: 462

United Financial Planning Group LLC在最新一期 13F 报告中披露了 462 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 12.6%。

机构性格雪花图

集中度: 38.86
持仓稳定性: 12.55
动能／逆势: 100
行业集中度: 47.43
多样化: 100
仓位均衡度: 33.69

近期动向

加仓 ABBV
+959.2%　US$224.7万
减仓 VUG
+7.7%　-US$102.5万
加仓 VEA
+4.3%　US$181.4万
加仓 BNDX
+17.1%　US$80.5万
减仓 BND
-83.1%　-US$62.7万
加仓 GLD
+45.5%　US$61.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VTV	Vanguard Value ETF	ETF-其他	17.96%	-0.02%	-0.17%
2	VEA	Vanguard Ftse Developed ETF	ETF-其他	16.51%	+0.67%	+4.26%
3	VUG	Vanguard Growth ETF	ETF-其他	16.18%	-1.04%	+7.66%
4	IJH	Ishares Core S&p Midcap ETF	ETF-其他	5.13%	+0.06%	+1.41%
5	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	4.33%	+0.19%	+3.89%
6	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	4.13%	+0.02%	-0.73%
7	VNQ	Vanguard Real Estate ETF	ETF-其他	3.61%	+0.28%	+11.04%
8	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.38%	+0.40%	+17.06%
9	BSV	Vanguard Short-term Bond ETF	ETF-其他	2.58%	+0.26%	+14.97%
10	VO	Vanguard Mid-cap ETF	ETF-其他	2.22%	-0.12%	-1.68%
11	ABBV	Abbvie INC	股票-医疗保健	1.47%	+1.32%	+959.19%
12	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.36%	—	+6.73%
13	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	1.34%	—	+2.57%
14	AAPL	Apple INC	股票-科技	1.19%	-0.10%	+1.25%
15	VB	Vanguard Small-cap ETF	ETF-其他	1.15%	—	-3.91%
16	IDEV	Ishares Core Msci Dev Mkts	ETF-其他	1.14%	—	-3.47%
17	GLD	Spdr Gold Shares	ETF-避险与商品	1.00%	+0.35%	+45.51%
18	VXUS	Vanguard Total Intl Stock	ETF-其他	0.93%	-0.31%	-24.76%
19	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.90%	-0.07%	-4.70%
20	SLV	Ishares Silver Trust	ETF-避险与商品	0.81%	+0.18%	+24.28%
21	WMT	Walmart INC	股票-非周期性消费	0.69%	+0.06%	+1.56%
22	BIV	Vanguard Intermediate-term B	ETF-其他	0.68%	—	+1.83%
23	NVDA	Nvidia CORP	股票-科技	0.60%	+0.03%	+14.86%
24	ED	Consolidated Edison INC	股票-公用事业	0.54%	+0.05%	+0.42%
25	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.51%	-0.19%	-21.39%
26	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.50%	—	+9.11%
27	MSFT	Microsoft CORP	股票-科技	0.43%	-0.06%	+15.43%
28	NEM	Newmont CORP	股票-原材料	0.31%	-0.14%	-33.97%
29	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.28%	—	+22.77%
30	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.27%	—	+5.08%
31	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.26%	-0.06%	-17.94%
32	XLE	Ss Energy Select Sector	ETF-其他	0.24%	+0.06%	+0.62%
33	MCO	Moody's CORP	股票-金融	0.23%	—	+4.90%
34	V	Visa Inc-class A Shares	股票-金融	0.22%	—	+3.64%
35	AMZN	Amazon.com INC	股票-周期性消费	0.21%	—	+6.97%
36	XOM	Exxon Mobil CORP	股票-能源	0.20%	—	-15.39%
37	GOOG	Alphabet Inc-cl C	股票-通信服务	0.20%	—	+16.88%
38	VPU	Vanguard Utilities ETF	ETF-其他	0.20%	—	—
39	META	Meta Platforms Inc-class A	股票-通信服务	0.19%	—	+40.92%
40	BLV	Vanguard Long-term Bond ETF	ETF-其他	0.18%	—	+0.56%
41	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.17%	—	-12.73%
42	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.16%	—	+7.32%
43	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.16%	—	—
44	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.16%	+0.15%	+2138.89%
45	MCD	Mcdonald's CORP	股票-周期性消费	0.15%	—	+3.07%
46	FDX	Fedex CORP	股票-工业	0.14%	—	+4.73%
47	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.14%	—	+10.68%
48	ORCL	Oracle CORP	股票-科技	0.13%	-0.16%	-37.56%
49	JPM	Jpmorgan Chase & Co	股票-金融	0.13%	-0.08%	-31.35%
50	TSLA	Tesla INC	股票-周期性消费	0.13%	—	+11.39%

1–50 of 462

投资组合表现

Q3 2026表现

+2.7%

近4个季度表现

+10.5%

标准差: +13.1%
贝塔系数: +0.69
阿尔法: +5.3%
最大回撤: -6.1%
年化表现: +16.1%
对标普胜率: +50%
索提诺比率: +2.1
斯图泽指数: +0.36
特雷诺比率: +0.23
斯特林比率: —
卡玛比率: +2.65
信息比率: +0.08
跟踪误差: +8.3%
下行标准差: +7.5%
正收益月份占比: +75%
负收益月份占比: +25%
最佳12个月: —
最差12个月: —
效率比率: +0.43
夏普比率: +1.21
行业分散度: +7.8%
偏度: -0.69
峰度: +0.13
上行潜力: +3.47

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	462	US$1.7亿	13	1VTV 2VEA 3VUG 主要持股2026-03-31 1.VTV 2.VEA 3.VUG 4.IJH 5.IJR 6.IEMG 7.VNQ 8.BNDX 9.BSV 10.VO
2025-12-31	487	US$1.6亿	82	1VTV 2VUG 3VEA 主要持股2025-12-31 1.VTV 2.VUG 3.VEA 4.IJH 5.IJR 6.IEMG 7.VNQ 8.BNDX 9.VO 10.BSV
2025-09-30	230	US$1.6亿	0	1VTI 2VUG 3VWO 主要持股2025-09-30 1.VTI 2.VUG 3.VWO 4.IJH 5.IEMG 6.IJR 7.VNQ 8.BSV 9.BNDX 10.VB

本季持股变动

United Financial Planning Group LLC 在 2026-03-31 最显著的持仓异动：清仓: Barrick Mining CORP (B); 新建仓: Schwab Long-term US Treasury (SCHQ); 清仓: Ing Groep N.v.-sponsored Adr (ING); 清仓: Agnico Eagle Mines LTD (AEM); 清仓: Calamos Convert & High INC (XCHYX).

United Financial Planning Group LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	ABBV	Abbvie INC	+1.3%	+959.19%	加仓
2	VEA	Vanguard Ftse Developed ETF	+0.7%	+4.26%	加仓
3	BNDX	Vanguard Total Intl Bond ETF	+0.4%	+17.06%	加仓
4	GLD	Spdr Gold Shares	+0.4%	+45.51%	加仓
5	VNQ	Vanguard Real Estate ETF	+0.3%	+11.04%	加仓
6	BSV	Vanguard Short-term Bond ETF	+0.3%	+14.97%	加仓
7	IJR	Ishares Core S&p Small-cap E	+0.2%	+3.89%	加仓
8	SLV	Ishares Silver Trust	+0.2%	+24.28%	加仓
9	VBR	Vanguard Small-cap Value ETF	+0.2%	+2138.89%	加仓
10	SCHO	Schwab Short-term US Treas	+0.1%	+5781.63%	加仓
11	IJH	Ishares Core S&p Midcap ETF	+0.1%	+1.41%	加仓
12	WMT	Walmart INC	+0.1%	+1.56%	加仓
13	XLE	Ss Energy Select Sector	+0.1%	+0.62%	加仓
14	ED	Consolidated Edison INC	+0.1%	+0.42%	加仓
15	NVDA	Nvidia CORP	0%	+14.86%	加仓
16	IEMG	Ishares Core Msci Emerging	0%	-0.73%	减仓
17	VTV	Vanguard Value ETF	0%	-0.17%	减仓
18	PFE	Pfizer INC	0%	-86.02%	减仓
19	MSI	Motorola Solutions INC	-0.1%	-50.51%	减仓
20	HD	Home Depot INC	-0.1%	-40.38%	减仓
21	MSFT	Microsoft CORP	-0.1%	+15.43%	加仓
22	VYM	Vanguard High Dvd Yield ETF	-0.1%	-17.94%	减仓
23	VWO	Vanguard Ftse Emerging Marke	-0.1%	-4.70%	减仓
24	JPM	Jpmorgan Chase & Co	-0.1%	-31.35%	减仓
25	AAPL	Apple INC	-0.1%	+1.25%	加仓
26	VO	Vanguard Mid-cap ETF	-0.1%	-1.68%	减仓
27	SCHZ	Schwab US Aggregate Bond ETF	-0.1%	-73.55%	减仓
28	NEM	Newmont CORP	-0.1%	-33.97%	减仓
29	ORCL	Oracle CORP	-0.2%	-37.56%	减仓
30	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-21.39%	减仓
31	IWD	Ishares Russell 1000 Value E	-0.2%	-98.86%	减仓
32	AVGO	Broadcom INC	-0.2%	-62.85%	减仓
33	VXUS	Vanguard Total Intl Stock	-0.3%	-24.76%	减仓
34	BND	Vanguard Total Bond Market	-0.4%	-83.15%	减仓
35	VUG	Vanguard Growth ETF	-1%	+7.66%	加仓
36	B	Barrick Mining CORP	—	EXIT	清仓
37	SCHQ	Schwab Long-term US Treasury	—	NEW	新建仓
38	ING	Ing Groep N.v.-sponsored Adr	—	EXIT	清仓
39	AEM	Agnico Eagle Mines LTD	—	EXIT	清仓
40	XCHYX	Calamos Convert & High INC	—	EXIT	清仓
41	MSIF	Msc Income Fund INC	—	NEW	新建仓
42	PDBC	Invesco Optimum Yield Divers	—	NEW	新建仓
43	SCHG	Schwab US Large-cap Growth	—	EXIT	清仓
44	PIO	Invesco Global Water ETF	—	NEW	新建仓
45	CGW	Invesco S&p Global Water Ind	—	EXIT	清仓
46	ITOT	Ishares Core S&p Total U.s.	—	NEW	新建仓
47	LIN	Linde plc	—	EXIT	清仓
48	NVS	Novartis Ag-sponsored Adr	—	EXIT	清仓
49	STX	Seagate Technology Holdings plc	—	EXIT	清仓
50	SCHV	Schwab US Large-cap Value	—	EXIT	清仓

FAQ

United Financial Planning Group LLC 是什么机构？属于哪种投资人类型？

United Financial Planning Group LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.7亿，分布在 462 个已申报仓位之中。

United Financial Planning Group LLC 目前前几大持股有哪些？

根据最新 13F 申报，United Financial Planning Group LLC 按市值排列的前几大持股为： 1. Vanguard Value ETF (VTV) — US$3039.1万 (18.0%) 2. Vanguard Ftse Developed ETF (VEA) — US$2792.4万 (16.5%) 3. Vanguard Growth ETF (VUG) — US$2736.4万 (16.2%) 4. Ishares Core S&p Midcap ETF (IJH) — US$867.7万 (5.1%) 5. Ishares Core S&p Small-cap E (IJR) — US$732.5万 (4.3%)

United Financial Planning Group LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，United Financial Planning Group LLC 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 18 个既有持股、减仓 17 个仓位，并完全清仓 10 个持股。其中幅度最大的异动：清仓: Barrick Mining CORP (B); 新建仓: Schwab Long-term US Treasury (SCHQ); 清仓: Ing Groep N.v.-sponsored Adr (ING); 清仓: Agnico Eagle Mines LTD (AEM); 清仓: Calamos Convert & High INC (XCHYX)

United Financial Planning Group LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，United Financial Planning Group LLC 的主要板块分布如下： • Information Technology: 29.1% • Health Care: 17.6% • Financials: 12.8% • Consumer Staples: 7.9% • Communication Services: 7.8% • Consumer Discretionary: 7.2%