Uniting Wealth Partners, LLC
- SEC CIK
- 0002056414
- 最新申報
- 2026/8/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/22 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 205
- 較 2025 年第 4 季 +52
- 總值
- $4.70 億
- 較 2025 年第 4 季 +$1.43 億 (+44.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 801,015 | $9,975 萬 | 21.2% | −27,340−3.3% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 269,997 | $1,844 萬 | 3.9% | +4,589+1.7% | 加碼 | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 329,385 | $1,383 萬 | 2.9% | +329,385 | 新進 | – |
| ETF Ser Solutions268961851 | APTUS OCT BUFF E | 505,249 | $1,266 萬 | 2.7% | +505,249 | 新進 | – |
| ETF Ser Solutions268961869 | APTUS JULY BUFR | 501,497 | $1,259 萬 | 2.7% | +501,497 | 新進 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 372,152 | $1,257 萬 | 2.7% | +372,152 | 新進 | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 425,551 | $1,166 萬 | 2.5% | +425,551 | 新進 | – |
| NVDANVIDIA Corp | Stock | 62,902 | $1,097 萬 | 2.3% | −1,407−2.2% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 127,441 | $1,055 萬 | 2.2% | +127,441 | 新進 | – |
| ETF Ser Solutions268961885 | APTUS JAN BUFFER | 367,003 | $921.1 萬 | 2.0% | +367,003 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 45,458 | $771.2 萬 | 1.6% | −1,954−4.1% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 183,381 | $723.1 萬 | 1.5% | −11,418−5.9% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 233,003 | $714.9 萬 | 1.5% | +10,987+4.9% | 加碼 | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 42,485 | $708.2 萬 | 1.5% | +14,500+51.8% | 加碼 | 歷史 |
| ETF Ser Solutions26922B105 | LHA MKT ST TACTL | 182,963 | $700.7 萬 | 1.5% | +182,963 | 新進 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 40,979 | $679.0 萬 | 1.4% | +1,243+3.1% | 加碼 | – |
| ETF Ser Solutions26922B444 | APTUS LRG CAP UP | 265,111 | $677.6 萬 | 1.4% | +15,252+6.1% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 136,154 | $631.8 萬 | 1.3% | +136,154 | 新進 | – |
| First Tr Exchng Traded FD VI33740U315 | FT VEST US EQT | 194,261 | $597.9 萬 | 1.3% | +13,645+7.6% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 64,300 | $590.1 萬 | 1.3% | −23,120−26.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 76,309 | $584.1 萬 | 1.2% | +9,358+14.0% | 加碼 | – |
| First Tr Exchange-Traded FD33738D770 | STRUCTURED CR IN | 271,911 | $561.2 萬 | 1.2% | +271,911 | 新進 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 38,517 | $558.6 萬 | 1.2% | −16,960−30.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 21,382 | $542.7 萬 | 1.2% | −2,716−11.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 107,162 | $535.7 萬 | 1.1% | +107,162 | 新進 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 178,752 | $520.7 萬 | 1.1% | +36,819+25.9% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 289,600 | $514.0 萬 | 1.1% | +15,370+5.6% | 加碼 | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 121,769 | $473.1 萬 | 1.0% | +121,769 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 42,301 | $448.4 萬 | 1.0% | +4,718+12.6% | 加碼 | – |
| First Tr Exchange-Traded FD33733E732 | WCM INTL EQUITY | 266,264 | $446.5 萬 | 1.0% | +266,264 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 11,818 | $437.5 萬 | 0.9% | −2,429−17.0% | 減碼 | 歷史 |
| ETF Ser Solutions26922B642 | APTUS ENHANCED | 189,543 | $422.7 萬 | 0.9% | +189,543 | 新進 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 74,667 | $378.3 萬 | 0.8% | +74,667 | 新進 | – |
| IAUiShares Gold Trust | ETF | 42,615 | $375.7 萬 | 0.8% | +481+1.1% | 加碼 | 歷史 |
| BPREBluerock Private Real Estate Fund | COM | 202,387 | $336.2 萬 | 0.7% | +202,387 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,958 | $332.4 萬 | 0.7% | +1,060+7.1% | 加碼 | 歷史 |
| John Hancock Exchange Traded47804J776 | PFD INCOME ETF | 139,414 | $314.8 萬 | 0.7% | +139,414 | 新進 | – |
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 89,760 | $306.3 萬 | 0.7% | +89,760 | 新進 | – |
| PLTRPalantir Technologies Inc. | Stock | 19,993 | $292.5 萬 | 0.6% | +3,415+20.6% | 加碼 | 歷史 |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 53,283 | $292.4 萬 | 0.6% | +53,283 | 新進 | – |
| KOCoca Cola Co | Stock | 34,858 | $266.9 萬 | 0.6% | −104−0.3% | 減碼 | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 107,204 | $254.5 萬 | 0.5% | +250+0.2% | 加碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 26,000 | $252.1 萬 | 0.5% | +5,000+23.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,190 | $250.4 萬 | 0.5% | +397+10.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,507 | $205.2 萬 | 0.4% | +23+0.1% | 加碼 | – |
| MUMicron Technology Inc | Stock | 6,053 | $204.6 萬 | 0.4% | −5−0.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,154 | $189.5 萬 | 0.4% | +17,154 | 新進 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 33,971 | $177.3 萬 | 0.4% | +33,971 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 5,884 | $169.2 萬 | 0.4% | −296−4.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,365 | $162.3 萬 | 0.3% | +518+13.5% | 加碼 | 歷史 |
| Texas Cap Tex Equity Index E88224A508 | GOVT MONEY MKT | 16,000 | $160.4 萬 | 0.3% | +16,000 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 5,279 | $155.3 萬 | 0.3% | +98+1.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,708 | $145.7 萬 | 0.3% | −162−3.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,817 | $142.2 萬 | 0.3% | −140−2.4% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 15,300 | $141.5 萬 | 0.3% | +7,000+84.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,831 | $141.5 萬 | 0.3% | +24+0.9% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 27,436 | $139.4 萬 | 0.3% | +27,436 | 新進 | – |
| BXBlackstone Inc. | COM | 12,056 | $138.6 萬 | 0.3% | −100−0.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 6,610 | $136.8 萬 | 0.3% | −4,464−40.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,901 | $132.2 萬 | 0.3% | −187−4.6% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 9,453 | $130.8 萬 | 0.3% | +598+6.8% | 加碼 | – |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 52,643 | $130.5 萬 | 0.3% | +52,643 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 5,327 | $129.1 萬 | 0.3% | −1,309−19.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,210 | $126.5 萬 | 0.3% | −132−5.6% | 減碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 28,000 | $116.7 萬 | 0.2% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 7,676 | $112.9 萬 | 0.2% | +1,509+24.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,286 | $109.5 萬 | 0.2% | −146−6.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 6,688 | $109.4 萬 | 0.2% | +6,688 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 3,610 | $103.6 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,093 | $101.6 萬 | 0.2% | −622−9.3% | 減碼 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 12,805 | $99.2 萬 | 0.2% | +2,111+19.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,562 | $98.1 萬 | 0.2% | +50.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D721 | VEST 20 PLUS YEA | 51,365 | $96.4 萬 | 0.2% | +51,365 | 新進 | – |
| CATCaterpillar Inc | Stock | 1,351 | $95.7 萬 | 0.2% | −73−5.1% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,217 | $91.4 萬 | 0.2% | −41−1.3% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 6,006 | $87.0 萬 | 0.2% | −300−4.8% | 減碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 17,765 | $85.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 12,600 | $82.2 萬 | 0.2% | +145+1.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,468 | $81.2 萬 | 0.2% | −131−5.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 6,024 | $79.5 萬 | 0.2% | −16−0.3% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 70,114 | $79.2 萬 | 0.2% | +70,114 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 18,680 | $79.2 萬 | 0.2% | +18,680 | 新進 | – |
| VVisa Inc. | Stock | 2,615 | $79.0 萬 | 0.2% | +77+3.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 901 | $78.7 萬 | 0.2% | −18−2.0% | 減碼 | 歷史 |
| TRINTrinity Capital Inc. | COM | 52,000 | $76.5 萬 | 0.2% | +52,000 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 3,879 | $74.8 萬 | 0.2% | −105−2.6% | 減碼 | 歷史 |
| EIMEaton Vance Municipal Bond Fund | COM | 76,170 | $74.4 萬 | 0.2% | +76,170 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 795 | $73.1 萬 | 0.2% | +58+7.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,564 | $72.1 萬 | 0.2% | +18+1.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,453 | $71.4 萬 | 0.2% | +1,328+42.5% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 15,615 | $70.0 萬 | 0.1% | +15,615 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,390 | $69.0 萬 | 0.1% | +237+7.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 22,597 | $65.5 萬 | 0.1% | −1,495−6.2% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 6,000 | $65.5 萬 | 0.1% | +6,000 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,257 | $65.4 萬 | 0.1% | −4,378−41.2% | 減碼 | 歷史 |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 56,465 | $64.0 萬 | 0.1% | +56,465 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 6,752 | $62.2 萬 | 0.1% | −93−1.4% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,787 | $61.3 萬 | 0.1% | −130−6.8% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 8,953 | $60.0 萬 | 0.1% | −414−4.4% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,658 | $59.5 萬 | 0.1% | −14−0.8% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（9 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 26,181 | $655.3 萬 | 2.0% | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 53,454 | $553.8 萬 | 1.7% | – |
| ACNAccenture plc | Stock | 4,585 | $123.0 萬 | 0.4% | 歷史 |
| CLHClean Harbors Inc | COM | 3,200 | $75.0 萬 | 0.2% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 632 | $28.2 萬 | 0.1% | – |
| QCOMQualcomm Inc | Stock | 1,481 | $25.3 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 718 | $23.7 萬 | 0.1% | 歷史 |
| SNXTD Synnex Corp | COM | 1,518 | $22.8 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 309 | $20.5 萬 | 0.1% | 歷史 |