Uniting Wealth Partners, LLC 13F 持仓 · 2026年Q2

Uniting Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 207 只证券，申报市值合计 4.92 亿美元。前几大持仓：WMT（18.21%）、RDVY（4.58%）、OCTB（2.82%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 10 只。

排名	代码	公司	市值	占组合	股数	变动
1	WMT	WALMART INC	$89.7M	18.21%	791,983	减持
2	RDVY	FIRST TR EXCHANGE TRADED FD	$22.5M	4.58%	278,026	增持
3	OCTB	ETF SER SOLUTIONS	$13.9M	2.82%	511,229	增持
4	BUFR	FIRST TR EXCHNG TRADED FD VI	$13.9M	2.81%	379,241	增持
5	ACIO	ETF SER SOLUTIONS	$12.9M	2.63%	280,213	减持
6	JULB	ETF SER SOLUTIONS	$11.6M	2.35%	419,949	减持
7	SCIO	FIRST TR EXCHANGE-TRADED FD	$11.1M	2.26%	538,617	增持
8	VCIT	VANGUARD SCOTTSDALE FDS	$11.1M	2.25%	134,062	增持
9	JANB	ETF SER SOLUTIONS	$10.2M	2.08%	375,780	增持
10	NVDA	NVIDIA CORPORATION	$10.3M	2.08%	51,228	减持
11	CHRW	C H ROBINSON WORLDWIDE IN	$9.9M	2.01%	52,485	增持
12	MSTB	ETF SER SOLUTIONS	$8.0M	1.61%	185,415	增持
13	SDVY	FIRST TR EXCHANGE TRADED FD	$7.8M	1.59%	181,157	减持
14	SCHD	SCHWAB STRATEGIC TR	$7.6M	1.55%	240,275	增持
15	MU	MICRON TECHNOLOGY INC	$7.4M	1.50%	6,417	增持
16	WCMI	FIRST TR EXCHANGE-TRADED FD	$7.2M	1.46%	366,934	增持
17	PPA	INVESCO EXCHANGE TRADED FD T	$7.1M	1.44%	40,283	减持
18	PVAL	PUTNAM ETF TRUST	$7.1M	1.44%	138,850	增持
19	KBWB	INVESCO EXCH TRADED FD TR II	$6.8M	1.39%	73,585	新建仓
20	SPYM	SPDR SERIES TRUST	$6.8M	1.38%	77,471	增持
21	XMMO	INVESCO EXCHANGE TRADED FD T	$6.5M	1.33%	38,457	减持
22	DLMY	FIRST TR EXCHNG TRADED FD VI	$6.4M	1.30%	214,729	新建仓
23	XOM	EXXON MOBIL CORP	$6.1M	1.23%	44,450	减持
24	AAPL	APPLE INC	$5.8M	1.18%	20,038	减持
25	SCHG	SCHWAB STRATEGIC TR	$5.7M	1.16%	168,879	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR