Uniting Wealth Partners, LLC
- SEC CIK
- 0002056414
- 最新申報
- 2026/8/6
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/5 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 116
- 較 2025 年第 1 季 +8
- 總值
- $2.59 億
- 較 2025 年第 1 季 +$5,905 萬 (+29.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 977,290 | $9,556 萬 | 37.0% | −26,181−2.6% | 減碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 415,923 | $1,722 萬 | 6.7% | +248,052+147.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U679 | FT VEST US EQT | 282,697 | $993.8 萬 | 3.8% | +282,697 | 新進 | – |
| NVDANVIDIA Corp | Stock | 54,604 | $862.7 萬 | 3.3% | +1,379+2.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 55,717 | $789.5 萬 | 3.1% | +693+1.3% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 70,290 | $660.4 萬 | 2.6% | +332+0.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 11,732 | $583.5 萬 | 2.3% | −2,468−17.4% | 減碼 | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 185,083 | $531.9 萬 | 2.1% | +185,083 | 新進 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 96,810 | $504.0 萬 | 1.9% | +62,887+185.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 70,744 | $503.1 萬 | 1.9% | −63,095−47.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 127,308 | $496.4 萬 | 1.9% | +127,308 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 44,912 | $484.2 萬 | 1.9% | +513+1.2% | 加碼 | 歷史 |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 85,173 | $410.5 萬 | 1.6% | +15,831+22.8% | 加碼 | – |
| ETF Ser Solutions26922B444 | APTUS LRG CAP UP | 165,115 | $408.2 萬 | 1.6% | +31,056+23.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 56,648 | $385.3 萬 | 1.5% | +53,424+1,657.1% | 加碼 | – |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 118,758 | $297.5 萬 | 1.2% | +5,069+4.5% | 加碼 | – |
| ETF Ser Solutions26922B642 | APTUS ENHANCED | 118,315 | $263.0 萬 | 1.0% | +118,315 | 新進 | – |
| AAPLApple Inc. | Stock | 12,747 | $261.5 萬 | 1.0% | −702−5.2% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 17,971 | $245.0 萬 | 0.9% | +100+0.6% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 39,246 | $244.7 萬 | 0.9% | +15,523+65.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 32,616 | $230.8 萬 | 0.9% | −500−1.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 14,356 | $214.7 萬 | 0.8% | +200+1.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,000 | $205.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,990 | $197.2 萬 | 0.8% | +472+5.5% | 加碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 21,000 | $192.0 萬 | 0.7% | +15,000+250.0% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 17,893 | $180.2 萬 | 0.7% | +4,871+37.4% | 加碼 | – |
| ACNAccenture plc | Stock | 5,149 | $153.9 萬 | 0.6% | −4,500−46.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,018 | $146.6 萬 | 0.6% | +500+19.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 29,392 | $145.9 萬 | 0.6% | +29,392 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 4,726 | $139.3 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,132 | $119.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 14,000 | $116.2 萬 | 0.4% | +10,000+250.0% | 加碼 | – |
| HESHess Corp | Stock | 8,000 | $110.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 8,300 | $110.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,004 | $109.4 萬 | 0.4% | −199−3.2% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 6,606 | $101.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 95,600 | $96.3 萬 | 0.4% | +95,600 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,290 | $95.4 萬 | 0.4% | +145+4.6% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,850 | $94.2 萬 | 0.4% | +100+5.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,965 | $94.2 萬 | 0.4% | +798+36.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,864 | $84.0 萬 | 0.3% | +405+7.4% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,133 | $82.4 萬 | 0.3% | +2,624+25.0% | 加碼 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 70,828 | $77.3 萬 | 0.3% | +633+0.9% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 3,200 | $74.0 萬 | 0.3% | −100−3.0% | 減碼 | 歷史 |
| EIMEaton Vance Municipal Bond Fund | COM | 76,114 | $73.6 萬 | 0.3% | +7,242+10.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,384 | $72.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 5,692 | $70.2 萬 | 0.3% | +2,150+60.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,925 | $69.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,010 | $61.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 14,240 | $60.6 萬 | 0.2% | +17+0.1% | 加碼 | – |
| TAT&T Inc. | Stock | 20,498 | $59.3 萬 | 0.2% | −348−1.7% | 減碼 | 歷史 |
| CRKComstock Resources Inc | COM | 19,500 | $54.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,600 | $53.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,933 | $52.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 12,373 | $52.0 萬 | 0.2% | +836+7.2% | 加碼 | 歷史 |
| CORZCore Scientific, Inc. | COM | 29,379 | $50.1 萬 | 0.2% | +29,379 | 新進 | 歷史 |
| TWLOTwilio Inc | CL A | 4,000 | $49.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 673 | $49.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 8,193 | $48.0 萬 | 0.2% | +251+3.2% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 21,418 | $46.5 萬 | 0.2% | +1,032+5.1% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 25,424 | $46.4 萬 | 0.2% | −2,486−8.9% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 2,000 | $46.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,496 | $43.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHAKShake Shack Inc. | CL A | 3,000 | $42.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,520 | $41.9 萬 | 0.2% | +100+7.0% | 加碼 | 歷史 |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 29,799 | $40.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 3,409 | $40.7 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,315 | $40.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 35,886 | $40.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 2,743 | $40.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 541 | $39.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 1,546 | $39.8 萬 | 0.2% | +25+1.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,926 | $38.6 萬 | 0.1% | −9,918−38.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 969 | $37.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 5,000 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,162 | $35.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 3,000 | $34.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 940 | $34.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 540 | $33.4 萬 | 0.1% | −7−1.3% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,583 | $32.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,322 | $32.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,440 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 3,558 | $31.9 萬 | 0.1% | −1,001−22.0% | 減碼 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 11,735 | $31.6 萬 | 0.1% | +200+1.7% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,000 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,361 | $29.8 萬 | 0.1% | +1,361 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,647 | $28.8 萬 | 0.1% | +300+4.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,980 | $28.1 萬 | 0.1% | +1,980 | 新進 | 歷史 |
| VVisa Inc. | Stock | 770 | $27.3 萬 | 0.1% | +106+16.0% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 4,616 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,000 | $26.9 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 8,160 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PBProsperity Bancshares Inc | COM | 3,411 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 11,000 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,987 | $23.4 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 4,164 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 6,000 | $23.3 萬 | 0.1% | +6,000 | 新進 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 12,567 | $22.8 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,375 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BFKBlackRock Municipal Income Trust | SH BEN INT | 22,720 | $21.8 萬 | 0.1% | +19+0.1% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（7 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 74,286 | $313.1 萬 | 1.6% | – |
| ULTAUlta Beauty, Inc. | Stock | 1,000 | $36.7 萬 | 0.2% | 歷史 |
| BPBP PLC | ADR | 8,932 | $30.2 萬 | 0.2% | 歷史 |
| GISGeneral Mills Inc | Stock | 3,600 | $21.5 萬 | 0.1% | 歷史 |
| PMFPIMCO Municipal Income Fund | COM | 20,913 | $18.5 萬 | 0.1% | 歷史 |
| NBHNeuberger Municipal Fund Inc. | COM | 10,150 | $10.6 萬 | 0.1% | 歷史 |
| NSPRInspireMD, Inc. | COM | 10,000 | $2.69 萬 | <0.1% | 歷史 |