Uniting Wealth Partners, LLC
- SEC CIK
- 0002056414
- 最新申報
- 2026/8/6
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/25 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 108
- 較 2024 年第 4 季 −2
- 總值
- $2.00 億
- 較 2024 年第 4 季 −$750.4 萬 (−3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 1,003,471 | $8,809 萬 | 44.1% | −14,280−1.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 133,839 | $932.2 萬 | 4.7% | −656−0.5% | 減碼 | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 167,871 | $649.5 萬 | 3.3% | +167,871 | 新進 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 55,024 | $641.3 萬 | 3.2% | −349−0.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 53,225 | $576.9 萬 | 2.9% | +1,545+3.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 69,958 | $547.6 萬 | 2.7% | −74−0.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 14,200 | $533.1 萬 | 2.7% | −309−2.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 44,399 | $528.0 萬 | 2.6% | −359−0.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 74,286 | $313.1 萬 | 1.6% | +74,286 | 新進 | – |
| ETF Ser Solutions26922B444 | APTUS LRG CAP UP | 134,059 | $310.5 萬 | 1.6% | +134,059 | 新進 | – |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 69,342 | $307.9 萬 | 1.5% | +69,342 | 新進 | – |
| ACNAccenture plc | Stock | 9,649 | $301.1 萬 | 1.5% | −2,000−17.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 13,449 | $298.7 萬 | 1.5% | −253−1.8% | 減碼 | 歷史 |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 113,689 | $285.1 萬 | 1.4% | −2,784−2.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 33,116 | $237.2 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 14,156 | $197.9 萬 | 1.0% | +8,067+132.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,518 | $162.1 萬 | 0.8% | +47+0.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,000 | $159.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 33,923 | $155.9 萬 | 0.8% | +6,396+23.2% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 17,871 | $150.8 萬 | 0.8% | −7,650−30.0% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 23,723 | $139.9 萬 | 0.7% | +23,723 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,518 | $134.1 萬 | 0.7% | +21+0.8% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 13,022 | $133.1 萬 | 0.7% | +8,215+170.9% | 加碼 | – |
| HESHess Corp | Stock | 8,000 | $127.8 萬 | 0.6% | +250+3.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,724 | $117.5 萬 | 0.6% | −5−0.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,132 | $116.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,203 | $98.5 萬 | 0.5% | +201+3.3% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 8,300 | $96.0 萬 | 0.5% | +8,300 | 新進 | 歷史 |
| RJFRaymond James Financial Inc | COM | 6,606 | $91.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 5,459 | $91.3 萬 | 0.5% | −10.0% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 70,195 | $78.6 萬 | 0.4% | +56,566+415.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,145 | $77.1 萬 | 0.4% | +88+2.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,384 | $73.6 萬 | 0.4% | −450−4.2% | 減碼 | 歷史 |
| EIMEaton Vance Municipal Bond Fund | COM | 68,872 | $68.7 萬 | 0.3% | +68,872 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 25,844 | $65.5 萬 | 0.3% | −1,495−5.5% | 減碼 | 歷史 |
| CLHClean Harbors Inc | COM | 3,300 | $65.0 萬 | 0.3% | −950−22.4% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,750 | $61.7 萬 | 0.3% | +100+6.1% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 10,509 | $61.5 萬 | 0.3% | +6,699+175.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 3,925 | $61.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 20,846 | $59.0 萬 | 0.3% | −170−0.8% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 14,223 | $58.0 萬 | 0.3% | +40.0% | 加碼 | – |
| OXYOccidental Petroleum Corp | Stock | 11,537 | $56.9 萬 | 0.3% | +1,387+13.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,167 | $56.2 萬 | 0.3% | +905+71.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,933 | $51.9 萬 | 0.3% | +46+2.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,010 | $51.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 4,559 | $47.9 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,942 | $47.7 萬 | 0.2% | −232−2.8% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 673 | $45.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 27,910 | $45.2 萬 | 0.2% | −696−2.4% | 減碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 6,000 | $44.3 萬 | 0.2% | +6,000 | 新進 | – |
| PAYCPaycom Software, Inc. | Stock | 2,000 | $43.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 35,886 | $42.1 萬 | 0.2% | +35,886 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 3,404 | $42.0 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,600 | $41.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 29,799 | $40.9 萬 | 0.2% | +29,799 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,496 | $40.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRKComstock Resources Inc | COM | 19,500 | $39.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 4,000 | $39.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 20,386 | $38.7 萬 | 0.2% | +1,390+7.3% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,000 | $36.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 2,743 | $36.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDBMongoDB, Inc. | CL A | 2,000 | $35.1 萬 | 0.2% | −1,000−33.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 940 | $34.5 萬 | 0.2% | −6−0.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,440 | $33.6 萬 | 0.2% | −50−3.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,583 | $32.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,322 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 969 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,162 | $31.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,315 | $31.4 萬 | 0.2% | +315+7.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 541 | $31.2 萬 | 0.2% | −72−11.7% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,542 | $30.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 547 | $30.6 萬 | 0.2% | +547 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 1,521 | $30.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 8,932 | $30.2 萬 | 0.2% | +8,932 | 新進 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 11,535 | $29.5 萬 | 0.1% | −39,545−77.4% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,000 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,347 | $28.8 萬 | 0.1% | −33−0.5% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 8,160 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 5,000 | $27.4 萬 | 0.1% | +5,000 | 新進 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 4,164 | $26.6 萬 | 0.1% | +300+7.8% | 加碼 | 歷史 |
| SHAKShake Shack Inc. | CL A | 3,000 | $26.5 萬 | 0.1% | +3,000 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,000 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EQTEQT Corp | Stock | 4,616 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PBProsperity Bancshares Inc | COM | 3,411 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,984 | $24.2 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,420 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,375 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 12,560 | $23.3 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 664 | $23.3 萬 | 0.1% | −63−8.7% | 減碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 4,000 | $22.9 萬 | 0.1% | +4,000 | 新進 | – |
| BFKBlackRock Municipal Income Trust | SH BEN INT | 22,701 | $22.5 萬 | 0.1% | +6,397+39.2% | 加碼 | 歷史 |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 21,683 | $22.3 萬 | 0.1% | +1,919+9.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,117 | $21.7 萬 | 0.1% | +1,117 | 新進 | – |
| GISGeneral Mills Inc | Stock | 3,600 | $21.5 萬 | 0.1% | +3,600 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 3,224 | $20.2 萬 | 0.1% | −88,158−96.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,432 | $20.0 萬 | 0.1% | 00.0% | 不變 | – |
| PMFPIMCO Municipal Income Fund | COM | 20,913 | $18.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 11,000 | $18.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 10,000 | $15.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 14,927 | $15.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（20 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V456 | S&P MDCP VLU MNT | 103,572 | $574.0 萬 | 2.8% | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 38,325 | $173.5 萬 | 0.8% | – |
| iShares Tr46435G326 | CORE MSCI INTL | 21,951 | $141.5 萬 | 0.7% | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 17,525 | $140.2 萬 | 0.7% | – |
| iShares Tr464288430 | ASIA 50 ETF | 20,513 | $139.1 萬 | 0.7% | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 30,624 | $133.1 萬 | 0.6% | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 27,380 | $87.5 萬 | 0.4% | – |
| ILMNIllumina, Inc. | COM | 6,000 | $80.2 萬 | 0.4% | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 11,163 | $70.8 萬 | 0.3% | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 10,953 | $65.3 萬 | 0.3% | – |
| Amplify Digital Payments ETF032108656 | ETF | 8,400 | $48.7 萬 | 0.2% | – |
| SNXTD Synnex Corp | COM | 3,514 | $41.2 萬 | 0.2% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 2,100 | $26.4 萬 | 0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,481 | $24.7 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,000 | $23.0 萬 | 0.1% | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,904 | $23.0 萬 | 0.1% | 歷史 |
| ORCLOracle Corp | Stock | 1,361 | $22.7 萬 | 0.1% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,746 | $20.1 萬 | 0.1% | – |
| KGCKinross Gold Corp | COM | 15,000 | $13.9 萬 | 0.1% | 歷史 |
| NAKNorthern Dynasty Minerals Ltd | COM NEW | 14,000 | $8,141 | <0.1% | 歷史 |