UNITED CAPITAL FINANCIAL ADVISORS, LLC
IRVING TX · SEC CIK 0001463217
$162.60亿2026Q1 申报市值
1,632持仓数
29.5%前十大占比 · 第一大 5.9%
287 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$5,722.14万
GOVT 加仓+$5,342.21万
EFG 加仓+$5,308.77万
PYLD 加仓+$4,910.98万
GBND 加仓+$4,030.20万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$8,424.09万
BSV 减仓-$6,636.00万
JNK 减仓-$4,523.01万
IAU 减仓-$2,368.06万
ITA 减仓-$2,203.63万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IBDX | ISHARES TR | $179.03万 | 0.01% | 70,964 | 5,404 | 8.2% | $13.63万 | 加仓 |
| EVRG | EVERGY INC | $179.45万 | 0.01% | 21,906 | 3,690 | 20.3% | $30.23万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $180.20万 | 0.01% | 23,947 | -2,822 | -10.5% | -$21.24万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $181.62万 | 0.01% | 27,942 | 7,331 | 35.6% | $47.65万 | 加仓 |
| APTV | APTIV PLC | $182.04万 | 0.01% | 26,215 | 3,265 | 14.2% | $22.67万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $182.16万 | 0.01% | 47,376 | -5,045 | -9.6% | -$19.40万 | 减仓 |
| TTE | TOTALENERGIES SE | $183.92万 | 0.01% | 20,215 | 2,660 | 15.2% | $24.20万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $185.69万 | 0.01% | 22,511 | -329 | -1.4% | -$2.71万 | 减仓 |
| SAP | SAP SE | $187.47万 | 0.01% | 10,950 | -310 | -2.8% | -$5.31万 | 减仓 |
| NET | CLOUDFLARE INC | $188.88万 | 0.01% | 9,154 | 213 | 2.4% | $4.40万 | 加仓 |
| VST | VISTRA CORP | $188.98万 | 0.01% | 12,571 | 2,796 | 28.6% | $42.03万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $189.02万 | 0.01% | 46,215 | -9,740 | -17.4% | -$39.84万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $189.61万 | 0.01% | 72,591 | 5,024 | 7.4% | $13.12万 | 加仓 |
| CCI | CROWN CASTLE INC | $189.87万 | 0.01% | 23,352 | -1,389 | -5.6% | -$11.29万 | 减仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $190.42万 | 0.01% | 69,144 | 33,564 | 94.3% | $92.44万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $190.59万 | 0.01% | 41,614 | 3,564 | 9.4% | $16.32万 | 加仓 |
| O | REALTY INCOME CORP | $190.84万 | 0.01% | 31,193 | 4,026 | 14.8% | $24.63万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $191.72万 | 0.01% | 112,978 | 2,234 | 2.0% | $3.79万 | 加仓 |
| IBDW | ISHARES TR | $192.98万 | 0.01% | 92,324 | 8,345 | 9.9% | $17.44万 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $193.15万 | 0.01% | 2,100 | -200 | -8.7% | -$18.40万 | 减仓 |
| URI | UNITED RENTALS INC | $193.55万 | 0.01% | 2,657 | -17 | -0.6% | -$1.24万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $193.74万 | 0.01% | 52,950 | -6,946 | -11.6% | -$25.42万 | 减仓 |
| APA | APA CORPORATION | $194.22万 | 0.01% | 45,764 | 3,470 | 8.2% | $14.73万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $196.18万 | 0.01% | 26,823 | -7,704 | -22.3% | -$56.35万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $197.07万 | 0.01% | 1,700 | 336 | 24.6% | $38.95万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $197.53万 | 0.01% | 17,611 | 10,481 | 147.0% | $117.56万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $197.81万 | 0.01% | 30,616 | 1,251 | 4.3% | $8.08万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $198.85万 | 0.01% | 23,402 | 462 | 2.0% | $3.93万 | 加仓 |
| ADSK | AUTODESK INC | $199.19万 | 0.01% | 8,320 | -180 | -2.1% | -$4.31万 | 减仓 |
| ZTS | ZOETIS INC | $200.00万 | 0.01% | 16,919 | -813 | -4.6% | -$9.61万 | 减仓 |
| HDV | ISHARES TR | $200.14万 | 0.01% | 14,747 | 207 | 1.4% | $2.81万 | 加仓 |
| IDXX | IDEXX LABS INC | $200.44万 | 0.01% | 3,567 | 905 | 34.0% | $50.85万 | 加仓 |
| TFI | SPDR SERIES TRUST | $200.96万 | 0.01% | 44,409 | 3,700 | 9.1% | $16.74万 | 加仓 |
| GDX | VANECK ETF TRUST | $203.68万 | 0.01% | 22,195 | 3,445 | 18.4% | $31.61万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $204.62万 | 0.01% | 36,338 | 4,134 | 12.8% | $23.28万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $205.19万 | 0.01% | 21,845 | 4,921 | 29.1% | $46.22万 | 加仓 |
| CBRE | CBRE GROUP INC | $205.28万 | 0.01% | 15,154 | 1,017 | 7.2% | $13.78万 | 加仓 |
| YUM | YUM BRANDS INC | $205.65万 | 0.01% | 13,227 | 2,724 | 25.9% | $42.35万 | 加仓 |
| GIS | GENERAL MILLS INC | $207.89万 | 0.01% | 55,855 | -1,182 | -2.1% | -$4.40万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $207.98万 | 0.01% | 18,376 | 1,445 | 8.5% | $16.35万 | 加仓 |
| SNDK | SANDISK CORP | $208.33万 | 0.01% | 3,279 | 1,113 | 51.4% | $70.71万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $209.25万 | 0.01% | 22,423 | 3,270 | 17.1% | $30.52万 | 加仓 |
| DDOG | DATADOG INC | $209.56万 | 0.01% | 17,752 | -1,739 | -8.9% | -$20.53万 | 减仓 |
| ABNB | AIRBNB INC | $209.77万 | 0.01% | 16,612 | 6,309 | 61.2% | $79.67万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $211.73万 | 0.01% | 7,936 | 110 | 1.4% | $2.93万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $212.95万 | 0.01% | 6,643 | -181 | -2.7% | -$5.80万 | 减仓 |
| ALL | ALLSTATE CORP | $216.33万 | 0.01% | 10,433 | 2,348 | 29.0% | $48.69万 | 加仓 |
| SAN | BANCO SANTANDER SA | $218.66万 | 0.01% | 193,846 | 11,587 | 6.4% | $13.07万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $219.35万 | 0.01% | 13,364 | 332 | 2.5% | $5.45万 | 加仓 |
| EMB | ISHARES TR | $220.57万 | 0.01% | 23,571 | -155,515 | -86.8% | -$1,455.23万 | 减仓 |
| SHYG | ISHARES TR | $221.58万 | 0.01% | 52,528 | -1,429 | -2.6% | -$6.03万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $221.83万 | 0.01% | 37,940 | 718 | 1.9% | $4.20万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $222.54万 | 0.01% | 22,771 | -6,149 | -21.3% | -$60.09万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $223.18万 | 0.01% | 44,353 | 2,477 | 5.9% | $12.46万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $225.08万 | 0.01% | 19,508 | 2,400 | 14.0% | $27.69万 | 加仓 |
| USXF | ISHARES TR | $227.01万 | 0.01% | 41,168 | -207 | -0.5% | -$1.14万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $227.17万 | 0.01% | 2,940 | -42 | -1.4% | -$3.25万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $227.37万 | 0.01% | 25,759 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $227.66万 | 0.01% | 11,046 | 61 | 0.6% | $1.26万 | 加仓 |
| IBTQ | ISHARES TR | $228.27万 | 0.01% | 90,328 | 29,546 | 48.6% | $74.67万 | 加仓 |
| MGC | VANGUARD WORLD FD | $231.05万 | 0.01% | 9,774 | -865 | -8.1% | -$20.45万 | 减仓 |
| SNPS | SYNOPSYS INC | $231.47万 | 0.01% | 5,838 | -504 | -7.9% | -$19.98万 | 减仓 |
| DXJ | WISDOMTREE TR | $232.46万 | 0.01% | 14,659 | 4,336 | 42.0% | $68.76万 | 加仓 |
| SYY | SYSCO CORP | $233.49万 | 0.01% | 32,734 | 6,560 | 25.1% | $46.79万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $235.30万 | 0.01% | 9,141 | 1 | 0.0% | $257 | 加仓 |
| MTB | M & T BK CORP | $236.40万 | 0.01% | 11,436 | 800 | 7.5% | $16.54万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $237.94万 | 0.01% | 8,128 | -636 | -7.3% | -$18.62万 | 减仓 |
| SNY | SANOFI SA | $239.33万 | 0.01% | 49,675 | -4,980 | -9.1% | -$23.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $239.50万 | 0.01% | 33,686 | -139 | -0.4% | -$9,883 | 减仓 |
| ESGE | ISHARES INC | $239.87万 | 0.01% | 52,753 | -5,729 | -9.8% | -$26.05万 | 减仓 |
| D | DOMINION ENERGY INC | $242.31万 | 0.01% | 39,197 | 1,990 | 5.3% | $12.30万 | 加仓 |
| ET | ENERGY TRANSFER L P | $242.96万 | 0.01% | 125,886 | 16,882 | 15.5% | $32.58万 | 加仓 |
| IBTP | ISHARES TR | $243.73万 | 0.01% | 95,160 | 18,820 | 24.7% | $48.20万 | 加仓 |
| IBTO | ISHARES TR | $243.86万 | 0.01% | 100,103 | 20,018 | 25.0% | $48.77万 | 加仓 |
| GSK | GSK PLC | $247.35万 | 0.02% | 44,818 | -1,844 | -4.0% | -$10.18万 | 减仓 |
| MCO | MOODYS CORP | $247.73万 | 0.02% | 5,679 | -195 | -3.3% | -$8.51万 | 减仓 |
| NUE | NUCOR CORP | $250.92万 | 0.02% | 14,838 | 989 | 7.1% | $16.72万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $252.06万 | 0.02% | 36,916 | 2,993 | 8.8% | $20.44万 | 加仓 |
| VFH | VANGUARD WORLD FD | $252.82万 | 0.02% | 20,925 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN | $254.36万 | 0.02% | 54,808 | 6,064 | 12.4% | $28.14万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $254.53万 | 0.02% | 6,497 | -252 | -3.7% | -$9.87万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $255.80万 | 0.02% | 5,405 | -2,457 | -31.3% | -$116.28万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $257.74万 | 0.02% | 93,861 | 9,021 | 10.6% | $24.77万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $257.76万 | 0.02% | 14,861 | 632 | 4.4% | $10.96万 | 加仓 |
| HAL | HALLIBURTON CO | $258.48万 | 0.02% | 66,293 | 3,754 | 6.0% | $14.64万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $261.92万 | 0.02% | 9,126 | -82 | -0.9% | -$2.35万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $262.11万 | 0.02% | 57,861 | -64,415 | -52.7% | -$291.80万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $265.21万 | 0.02% | 52,454 | 12,063 | 29.9% | $60.99万 | 加仓 |
| ETR | ENTERGY CORP NEW | $268.19万 | 0.02% | 23,869 | -97 | -0.4% | -$1.09万 | 减仓 |
| SHV | ISHARES TR | $269.16万 | 0.02% | 24,383 | 290 | 1.2% | $3.20万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $270.03万 | 0.02% | 43,032 | -11,776 | -21.5% | -$73.89万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $270.72万 | 0.02% | 22,553 | 22,553 | — | $270.72万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $271.07万 | 0.02% | 14,532 | 574 | 4.1% | $10.71万 | 加仓 |
| SLB | SLB LIMITED | $271.27万 | 0.02% | 52,786 | 8,866 | 20.2% | $45.56万 | 加仓 |
| HDB | HDFC BANK LTD | $275.01万 | 0.02% | 110,536 | -44,059 | -28.5% | -$109.62万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $275.21万 | 0.02% | 16,054 | 1,347 | 9.2% | $23.09万 | 加仓 |
| COR | CENCORA INC | $278.97万 | 0.02% | 8,880 | 1,612 | 22.2% | $50.64万 | 加仓 |
| TLT | ISHARES TR | $282.07万 | 0.02% | 32,543 | -8,233 | -20.2% | -$71.36万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $285.42万 | 0.02% | 6,423 | 1,754 | 37.6% | $77.94万 | 加仓 |
| IBB | ISHARES TR | $286.62万 | 0.02% | 16,973 | -1,248 | -6.8% | -$21.07万 | 减仓 |