UNITED CAPITAL FINANCIAL ADVISORS, LLC
IRVING TX · SEC CIK 0001463217
$181.52亿2026Q2 申报市值
1,622持仓数
30.5%前十大占比 · 第一大 6.4%
116 / 139新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$1.36亿
IUSB 加仓+$4,760.30万
CORO 新建仓+$4,421.68万
IALT 新建仓+$4,008.91万
GGOV 新建仓+$3,511.44万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$5,338.12万
EFV 减仓-$5,028.66万
IEMG 减仓-$4,958.13万
IAGG 减仓-$3,817.54万
HONEYWELL INTL I 重新持有-$2,869.46万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INVH | INVITATION HOMES INC | $86.23万 | 0.00% | 28,544 | 8,753 | 44.2% | $26.44万 | 加仓 |
| — | KINGSWAY CORP | $86.31万 | 0.00% | 82,832 | 82,832 | — | $86.31万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $86.57万 | 0.00% | 3,567 | -198 | -5.3% | -$4.81万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $86.71万 | 0.00% | 7,691 | -174 | -2.2% | -$1.96万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $86.84万 | 0.00% | 5,403 | -2,370 | -30.5% | -$38.09万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $86.84万 | 0.00% | 19,718 | 1,582 | 8.7% | $6.97万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $86.87万 | 0.00% | 16,437 | -1,533 | -8.5% | -$8.10万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $86.90万 | 0.00% | 36,013 | 3,743 | 11.6% | $9.03万 | 加仓 |
| GL | GLOBE LIFE INC | $87.18万 | 0.00% | 4,879 | 802 | 19.7% | $14.33万 | 加仓 |
| CPAY | CORPAY INC | $87.45万 | 0.00% | 2,624 | -125 | -4.5% | -$4.17万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $87.86万 | 0.00% | 3,769 | 896 | 31.2% | $20.89万 | 加仓 |
| AMPL | AMPLITUDE INC | $88.16万 | 0.00% | 115,245 | 4,646 | 4.2% | $3.55万 | 加仓 |
| CMS | CMS ENERGY CORP | $88.40万 | 0.00% | 11,555 | 90 | 0.8% | $6,885 | 加仓 |
| COIN | COINBASE GLOBAL INC | $88.49万 | 0.00% | 6,053 | -731 | -10.8% | -$10.69万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $88.70万 | 0.00% | 4,185 | 177 | 4.4% | $3.75万 | 加仓 |
| BWA | BORGWARNER INC | $88.70万 | 0.00% | 13,359 | -87 | -0.6% | -$5,777 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $88.80万 | 0.00% | 39,033 | -8,050 | -17.1% | -$18.31万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $89.07万 | 0.00% | 11,243 | -567 | -4.8% | -$4.49万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $89.14万 | 0.00% | 4,401 | -225 | -4.9% | -$4.56万 | 减仓 |
| IR | INGERSOLL RAND INC | $89.76万 | 0.00% | 10,948 | -2,856 | -20.7% | -$23.42万 | 减仓 |
| MKC | MCCORMICK & CO INC | $89.90万 | 0.00% | 17,830 | 5,105 | 40.1% | $25.74万 | 加仓 |
| EVR | EVERCORE INC | $90.00万 | 0.00% | 2,636 | 1,455 | 123.2% | $49.68万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $90.03万 | 0.00% | 17,791 | -65 | -0.4% | -$3,289 | 减仓 |
| AVGO | BROADCOM INC 看跌期权 | $90.66万 | 0.00% | 2,400 | 2,400 | — | $90.66万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $90.93万 | 0.01% | 8,117 | 0 | 0.0% | — | 不变 |
| — | Z SQUARED INC | $91.05万 | 0.01% | 86,062 | 86,062 | — | $91.05万 | 新建仓 |
| SUSL | ISHARES TR | $91.36万 | 0.01% | 6,879 | 2,369 | 52.5% | $31.46万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $91.43万 | 0.01% | 14,455 | 3,725 | 34.7% | $23.56万 | 加仓 |
| MRNA | MODERNA INC | $91.58万 | 0.01% | 13,077 | 161 | 1.2% | $1.13万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $91.74万 | 0.01% | 21,400 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $92.09万 | 0.01% | 3,290 | -394 | -10.7% | -$11.03万 | 减仓 |
| CVNA | CARVANA CO | $92.13万 | 0.01% | 13,997 | -3,888 | -21.7% | -$25.59万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $92.13万 | 0.01% | 10,585 | 141 | 1.4% | $1.23万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $92.35万 | 0.01% | 3,864 | -509 | -11.6% | -$12.17万 | 减仓 |
| KVUE | KENVUE INC | $92.42万 | 0.01% | 48,364 | -132 | -0.3% | -$2,523 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $92.83万 | 0.01% | 13,991 | -70 | -0.5% | -$4,645 | 减仓 |
| OKTA | OKTA INC | $92.90万 | 0.01% | 6,809 | -602 | -8.1% | -$8.21万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $92.91万 | 0.01% | 20,450 | -42 | -0.2% | -$1,908 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $93.38万 | 0.01% | 57,751 | -3,760 | -6.1% | -$6.08万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $93.92万 | 0.01% | 6,759 | 392 | 6.2% | $5.45万 | 加仓 |
| CRWV | COREWEAVE INC | $94.01万 | 0.01% | 9,444 | 738 | 8.5% | $7.35万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $94.19万 | 0.01% | 18,130 | -1,297 | -6.7% | -$6.74万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $94.39万 | 0.01% | 5,479 | -337 | -5.8% | -$5.81万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $94.88万 | 0.01% | 18,654 | -354 | -1.9% | -$1.80万 | 减仓 |
| SON | SONOCO PRODS CO | $95.12万 | 0.01% | 16,880 | -3,494 | -17.1% | -$19.69万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $95.51万 | 0.01% | 21,947 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $95.60万 | 0.01% | 19,212 | -100 | -0.5% | -$4,976 | 减仓 |
| REG | REGENCY CTRS CORP | $95.60万 | 0.01% | 11,989 | 777 | 6.9% | $6.20万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $95.92万 | 0.01% | 35,252 | 11,667 | 49.5% | $31.75万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $95.96万 | 0.01% | 34,641 | -16,301 | -32.0% | -$45.15万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $96.23万 | 0.01% | 11,053 | -725 | -6.2% | -$6.31万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $97.01万 | 0.01% | 9,000 | 164 | 1.9% | $1.77万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $97.35万 | 0.01% | 5,423 | 853 | 18.7% | $15.31万 | 加仓 |
| ACWX | ISHARES TR | $97.96万 | 0.01% | 12,886 | 120 | 0.9% | $9,123 | 加仓 |
| BXP | BXP INC | $98.45万 | 0.01% | 14,846 | 127 | 0.9% | $8,422 | 加仓 |
| CCL | CARNIVAL CORP LTD | $98.54万 | 0.01% | 34,492 | 34,492 | — | $98.54万 | 新建仓 |
| IYG | ISHARES TR | $99.69万 | 0.01% | 11,019 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $99.77万 | 0.01% | 6,763 | 435 | 6.9% | $6.42万 | 加仓 |
| VNO | VORNADO RLTY TR | $100.51万 | 0.01% | 25,575 | -2,475 | -8.8% | -$9.73万 | 减仓 |
| AIQ | GLOBAL X FDS | $100.58万 | 0.01% | 15,406 | 706 | 4.8% | $4.61万 | 加仓 |
| CRH | CRH PLC | $100.61万 | 0.01% | 9,403 | 1,745 | 22.8% | $18.67万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $100.73万 | 0.01% | 4,737 | 207 | 4.6% | $4.40万 | 加仓 |
| SF | STIFEL FINL CORP | $100.74万 | 0.01% | 14,440 | 522 | 3.8% | $3.64万 | 加仓 |
| INDA | ISHARES TR | $101.83万 | 0.01% | 20,695 | -560 | -2.6% | -$2.76万 | 减仓 |
| TXT | TEXTRON INC | $102.24万 | 0.01% | 11,146 | -63 | -0.6% | -$5,779 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $102.42万 | 0.01% | 18,582 | -3,590 | -16.2% | -$19.79万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $103.04万 | 0.01% | 8,824 | 42 | 0.5% | $4,904 | 加仓 |
| LQD | ISHARES TR | $103.41万 | 0.01% | 9,484 | 822 | 9.5% | $8.96万 | 加仓 |
| VHT | VANGUARD WORLD FD | $103.47万 | 0.01% | 3,459 | -404 | -10.5% | -$12.09万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $103.52万 | 0.01% | 22,588 | 28 | 0.1% | $1,283 | 加仓 |
| — | ELECTRONIC ARTS INC | $103.58万 | 0.01% | 5,052 | 155 | 3.2% | $3.18万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $103.72万 | 0.01% | 20,342 | -60 | -0.3% | -$3,059 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $104.10万 | 0.01% | 44,280 | 44,280 | — | $104.10万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $104.24万 | 0.01% | 15,345 | 19 | 0.1% | $1,291 | 加仓 |
| HR | HEALTHCARE RLTY TR | $104.32万 | 0.01% | 51,718 | 39,294 | 316.3% | $79.26万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $104.70万 | 0.01% | 6,424 | 996 | 18.3% | $16.23万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $105.06万 | 0.01% | 27,126 | 2,092 | 8.4% | $8.10万 | 加仓 |
| VEEV | VEEVA SYS INC | $105.06万 | 0.01% | 5,920 | 495 | 9.1% | $8.78万 | 加仓 |
| EUSB | ISHARES TR | $105.27万 | 0.01% | 24,237 | -7,758 | -24.2% | -$33.70万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $106.17万 | 0.01% | 3,778 | 265 | 7.5% | $7.45万 | 加仓 |
| CIEN | CIENA CORP | $106.60万 | 0.01% | 2,173 | 228 | 11.7% | $11.18万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $106.81万 | 0.01% | 4,273 | 525 | 14.0% | $13.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看跌期权 | $106.84万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $107.05万 | 0.01% | 13,677 | 1,038 | 8.2% | $8.12万 | 加仓 |
| SGDM | SPROTT ETF TRUST | $107.51万 | 0.01% | 17,029 | -2 | -0.0% | -$126 | 减仓 |
| KB | KB FINL GROUP INC | $107.79万 | 0.01% | 10,270 | 2,383 | 30.2% | $25.01万 | 加仓 |
| QLTA | ISHARES TR | $107.81万 | 0.01% | 22,690 | -54,787 | -70.7% | -$260.32万 | 减仓 |
| BN | BROOKFIELD CORP | $108.14万 | 0.01% | 25,390 | 1,559 | 6.5% | $6.64万 | 加仓 |
| PPG | PPG INDS INC | $108.41万 | 0.01% | 8,938 | -48 | -0.5% | -$5,822 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $108.60万 | 0.01% | 32,054 | -1,020 | -3.1% | -$3.46万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $108.75万 | 0.01% | 10,046 | -213 | -2.1% | -$2.31万 | 减仓 |
| IT | GARTNER INC | $108.94万 | 0.01% | 8,404 | -2,855 | -25.4% | -$37.01万 | 减仓 |
| P | EVERPURE INC | $109.09万 | 0.01% | 13,846 | -549 | -3.8% | -$4.33万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $109.32万 | 0.01% | 28,117 | -2,489 | -8.1% | -$9.68万 | 减仓 |
| AOR | ISHARES TR | $109.47万 | 0.01% | 15,760 | 1,106 | 7.5% | $7.68万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $109.88万 | 0.01% | 6,381 | -92 | -1.4% | -$1.58万 | 减仓 |
| NTRA | NATERA INC | $109.94万 | 0.01% | 4,050 | -100 | -2.4% | -$2.71万 | 减仓 |
| BCS | BARCLAYS PLC | $110.14万 | 0.01% | 41,005 | -230 | -0.6% | -$6,178 | 减仓 |
| UBS | UBS GROUP AG | $110.28万 | 0.01% | 22,252 | 276 | 1.3% | $1.37万 | 加仓 |
| RMD | RESMED INC | $110.52万 | 0.01% | 5,671 | 738 | 15.0% | $14.38万 | 加仓 |