Uniting Wealth Partners, LLC
- SEC CIK
- 0002056414
- 最新申報
- 2026/8/6
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/7 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 199
- 較 2025 年第 2 季 +83
- 總值
- $4.24 億
- 較 2025 年第 2 季 +$1.65 億 (+63.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 836,928 | $8,625 萬 | 20.4% | −140,362−14.4% | 減碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 722,649 | $3,138 萬 | 7.4% | +306,726+73.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 218,970 | $1,473 萬 | 3.5% | +205,837+1,567.3% | 加碼 | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 479,114 | $1,381 萬 | 3.3% | +294,031+158.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 67,611 | $1,262 萬 | 3.0% | +13,007+23.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 362,966 | $1,213 萬 | 2.9% | +362,966 | 新進 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 95,588 | $804.0 萬 | 1.9% | +95,588 | 新進 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 200,141 | $760.9 萬 | 1.8% | +200,141 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 14,565 | $754.4 萬 | 1.8% | +2,833+24.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 52,117 | $704.8 萬 | 1.7% | +52,117 | 新進 | – |
| First Tr Exchng Traded FD VI33740F342 | FT VEST U.S | 275,226 | $680.4 萬 | 1.6% | +275,226 | 新進 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 88,205 | $673.9 萬 | 1.6% | −8,605−8.9% | 減碼 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 333,181 | $640.0 萬 | 1.5% | +333,181 | 新進 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 39,099 | $607.8 萬 | 1.4% | −16,618−29.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 118,426 | $597.7 萬 | 1.4% | +89,034+302.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 23,263 | $592.3 萬 | 1.4% | +10,516+82.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 213,940 | $584.1 萬 | 1.4% | +213,940 | 新進 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 57,321 | $570.1 萬 | 1.3% | −12,969−18.5% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 21,402 | $548.9 萬 | 1.3% | +21,402 | 新進 | – |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 71,591 | $548.8 萬 | 1.3% | +847+1.2% | 加碼 | – |
| ETF Ser Solutions26922B444 | APTUS LRG CAP UP | 205,671 | $548.4 萬 | 1.3% | +40,556+24.6% | 加碼 | – |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 106,645 | $544.6 萬 | 1.3% | +21,472+25.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 47,911 | $540.2 萬 | 1.3% | +2,999+6.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 131,037 | $531.6 萬 | 1.3% | +3,729+2.9% | 加碼 | – |
| Pacer FDS Tr69374H568 | SWAN SOS FD OF | 166,585 | $526.3 萬 | 1.2% | +166,585 | 新進 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 272,427 | $496.9 萬 | 1.2% | +272,427 | 新進 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 138,161 | $440.9 萬 | 1.0% | +138,161 | 新進 | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 108,956 | $425.9 萬 | 1.0% | +108,956 | 新進 | – |
| ETF Ser Solutions26922B642 | APTUS ENHANCED | 151,344 | $337.3 萬 | 0.8% | +33,029+27.9% | 加碼 | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 25,000 | $332.5 萬 | 0.8% | +25,000 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,749 | $323.8 萬 | 0.8% | +5,759+64.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 41,903 | $304.9 萬 | 0.7% | +2,657+6.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 16,245 | $296.3 萬 | 0.7% | −1,726−9.6% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 53,911 | $273.3 萬 | 0.6% | +53,911 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 26,137 | $269.4 萬 | 0.6% | +8,244+46.1% | 加碼 | – |
| John Hancock Exchange Traded47804J776 | PFD INCOME ETF | 115,213 | $266.9 萬 | 0.6% | +115,213 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,184 | $257.0 萬 | 0.6% | +4,184 | 新進 | – |
| APLDApplied Digital Corp. | COM NEW | 110,133 | $252.6 萬 | 0.6% | +14,533+15.2% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 14,356 | $245.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 21,000 | $234.1 萬 | 0.6% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 35,022 | $234.0 萬 | 0.6% | +2,406+7.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 42,684 | $199.3 萬 | 0.5% | +42,684 | 新進 | – |
| First Tr Exchng Traded FD VI33740U547 | FT VEST US EQUIT | 59,994 | $198.1 萬 | 0.5% | +59,994 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,493 | $196.0 萬 | 0.5% | +16,493 | 新進 | – |
| NOWServiceNow, Inc. | Stock | 2,105 | $193.7 萬 | 0.5% | +105+5.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,413 | $178.6 萬 | 0.4% | +3,893+256.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 11,024 | $171.2 萬 | 0.4% | +5,160+88.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,310 | $169.6 萬 | 0.4% | +1,769+327.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,735 | $166.1 萬 | 0.4% | +770+26.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,853 | $165.1 萬 | 0.4% | +1,127+23.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,144 | $162.3 萬 | 0.4% | +1,854+56.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,804 | $159.5 萬 | 0.4% | +672+31.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,330 | $153.9 萬 | 0.4% | +6,330 | 新進 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 14,000 | $144.8 萬 | 0.3% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 5,491 | $135.4 萬 | 0.3% | +342+6.6% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,523 | $128.8 萬 | 0.3% | +3,523 | 新進 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 8,926 | $123.4 萬 | 0.3% | +8,926 | 新進 | – |
| RJFRaymond James Financial Inc | COM | 6,606 | $114.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,975 | $113.1 萬 | 0.3% | +971+16.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,878 | $108.6 萬 | 0.3% | +2,978+330.9% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 8,300 | $107.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,126 | $106.9 萬 | 0.3% | −892−29.6% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 42,337 | $104.9 萬 | 0.2% | +42,337 | 新進 | – |
| HDHome Depot, Inc. | Stock | 2,560 | $103.7 萬 | 0.2% | +1,620+172.3% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,034 | $101.0 萬 | 0.2% | +342+6.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 23,147 | $94.4 萬 | 0.2% | +23,147 | 新進 | – |
| JNJJohnson & Johnson | Stock | 5,056 | $93.8 萬 | 0.2% | +5,056 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,850 | $90.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,575 | $87.9 萬 | 0.2% | +1,805+234.4% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 6,913 | $87.6 萬 | 0.2% | +6,913 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,425 | $83.4 萬 | 0.2% | −500−12.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 41,431 | $83.3 萬 | 0.2% | +41,431 | 新進 | – |
| NEENextera Energy Inc | Stock | 10,959 | $82.7 萬 | 0.2% | +575+5.5% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 69,930 | $80.1 萬 | 0.2% | −898−1.3% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,660 | $76.1 萬 | 0.2% | +8,228+239.7% | 加碼 | – |
| EIMEaton Vance Municipal Bond Fund | COM | 76,067 | $75.6 萬 | 0.2% | −47−0.1% | 減碼 | 歷史 |
| CLHClean Harbors Inc | COM | 3,200 | $74.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 26,120 | $73.8 萬 | 0.2% | +5,622+27.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,399 | $72.3 萬 | 0.2% | +853+55.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,498 | $71.5 萬 | 0.2% | +529+54.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,519 | $67.9 萬 | 0.2% | +1,519 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 3,920 | $65.6 萬 | 0.2% | +1,177+42.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,917 | $65.4 萬 | 0.2% | +421+28.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,694 | $65.1 萬 | 0.2% | +1,501+18.3% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 14,556 | $64.9 萬 | 0.2% | +316+2.2% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 3,123 | $63.6 萬 | 0.2% | +113+3.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,576 | $61.2 萬 | 0.1% | +643+33.3% | 加碼 | 歷史 |
| Texas Cap Tex Equity Index E88224A508 | GOVT MONEY MKT | 6,000 | $60.2 萬 | 0.1% | +6,000 | 新進 | – |
| OXYOccidental Petroleum Corp | Stock | 12,413 | $58.9 萬 | 0.1% | +40+0.3% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,669 | $58.3 萬 | 0.1% | +69+4.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,945 | $54.7 萬 | 0.1% | +584+42.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,517 | $54.5 萬 | 0.1% | +1,509+149.7% | 加碼 | – |
| CORZCore Scientific, Inc. | COM | 29,379 | $52.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OGEOGE Energy Corp. | COM | 11,280 | $52.2 萬 | 0.1% | +11,280 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 673 | $52.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,175 | $51.4 萬 | 0.1% | +1,195+60.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,295 | $50.6 萬 | 0.1% | +1,920+139.6% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,685 | $50.0 萬 | 0.1% | +4,685 | 新進 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 10,950 | $49.9 萬 | 0.1% | +10,950 | 新進 | – |
| ADXAdams Diversified Equity Fund, Inc. | COM | 21,867 | $48.8 萬 | 0.1% | +449+2.1% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740U679 | FT VEST US EQT | 282,697 | $993.8 萬 | 3.8% | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 56,648 | $385.3 萬 | 1.5% | – |
| HESHess Corp | Stock | 8,000 | $110.8 萬 | 0.4% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 2,000 | $46.3 萬 | 0.2% | 歷史 |