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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $148.33万 | 0.01% | 36,134 | -72,873 | -66.9% | -$299.14万 | 减仓 |
| DVA | DAVITA INC | $148.62万 | 0.01% | 6,680 | -298 | -4.3% | -$6.63万 | 减仓 |
| VICI | VICI PPTYS INC | $148.79万 | 0.01% | 56,042 | -556 | -1.0% | -$1.48万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $149.08万 | 0.01% | 31,245 | -5,924 | -15.9% | -$28.27万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $149.68万 | 0.01% | 11,295 | -1,064 | -8.6% | -$14.10万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $150.27万 | 0.01% | 14,237 | -1,999 | -12.3% | -$21.10万 | 减仓 |
| EEMV | ISHARES INC | $150.50万 | 0.01% | 19,974 | -343 | -1.7% | -$2.58万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $150.59万 | 0.01% | 81,266 | 2,120 | 2.7% | $3.93万 | 加仓 |
| EIX | EDISON INTL | $151.61万 | 0.01% | 20,365 | 1,659 | 8.9% | $12.35万 | 加仓 |
| BIIB | BIOGEN INC | $151.62万 | 0.01% | 7,017 | 231 | 3.4% | $4.99万 | 加仓 |
| VDC | VANGUARD WORLD FD | $151.62万 | 0.01% | 6,718 | -85 | -1.2% | -$1.92万 | 减仓 |
| SCZ | ISHARES TR | $152.02万 | 0.01% | 18,380 | -381 | -2.0% | -$3.15万 | 减仓 |
| IBTA | IBOTTA INC | $152.72万 | 0.01% | 44,706 | -67 | -0.1% | -$2,289 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $153.22万 | 0.01% | 4,835 | 1,316 | 37.4% | $41.70万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $153.30万 | 0.01% | 59,908 | 15,700 | 35.5% | $40.18万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $153.50万 | 0.01% | 86,574 | -5,399 | -5.9% | -$9.57万 | 减仓 |
| ACWV | ISHARES INC | $154.16万 | 0.01% | 12,797 | 53 | 0.4% | $6,385 | 加仓 |
| SAP | SAP SE | $154.33万 | 0.01% | 10,015 | -935 | -8.5% | -$14.41万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $154.82万 | 0.01% | 10,231 | -320 | -3.0% | -$4.84万 | 减仓 |
| XEL | XCEL ENERGY INC | $155.22万 | 0.01% | 19,330 | 406 | 2.1% | $3.26万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $155.51万 | 0.01% | 37,134 | 57 | 0.2% | $2,387 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $155.73万 | 0.01% | 17,598 | -961 | -5.2% | -$8.50万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $156.39万 | 0.01% | 16,542 | 77 | 0.5% | $7,280 | 加仓 |
| APA | APA CORPORATION | $156.47万 | 0.01% | 48,041 | 2,277 | 5.0% | $7.42万 | 加仓 |
| IQV | IQVIA HLDGS INC | $156.66万 | 0.01% | 8,108 | 221 | 2.8% | $4.27万 | 加仓 |
| TPR | TAPESTRY INC | $158.96万 | 0.01% | 10,860 | 79 | 0.7% | $1.16万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $159.01万 | 0.01% | 19,087 | 3,125 | 19.6% | $26.03万 | 加仓 |
| TPSC | TIMOTHY PLAN | $160.22万 | 0.01% | 33,435 | 5,025 | 17.7% | $24.08万 | 加仓 |
| IBDY | ISHARES TR | $161.08万 | 0.01% | 62,566 | 647 | 1.0% | $1.67万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $161.93万 | 0.01% | 9,614 | -1,432 | -13.0% | -$24.12万 | 减仓 |
| SRE | SEMPRA | $162.55万 | 0.01% | 17,533 | -395 | -2.2% | -$3.66万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $162.83万 | 0.01% | 14,322 | 5,277 | 58.3% | $60.00万 | 加仓 |
| SONY | SONY GROUP CORP | $163.07万 | 0.01% | 81,293 | -4,019 | -4.7% | -$8.06万 | 减仓 |
| JBL | JABIL INC | $163.86万 | 0.01% | 4,251 | 404 | 10.5% | $15.57万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $164.77万 | 0.01% | 16,431 | 3,029 | 22.6% | $30.37万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $165.32万 | 0.01% | 2,651 | -289 | -9.8% | -$18.02万 | 减仓 |
| FAST | FASTENAL CO | $165.63万 | 0.01% | 34,485 | -2,449 | -6.6% | -$11.76万 | 减仓 |
| GDX | VANECK ETF TRUST | $167.13万 | 0.01% | 22,175 | -20 | -0.1% | -$1,507 | 减仓 |
| AOA | ISHARES TR | $168.43万 | 0.01% | 17,232 | 2,608 | 17.8% | $25.49万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $168.44万 | 0.01% | 24,039 | 739 | 3.2% | $5.18万 | 加仓 |
| EMXC | ISHARES INC | $170.42万 | 0.01% | 16,658 | 1,939 | 13.2% | $19.84万 | 加仓 |
| EXC | EXELON CORP | $171.17万 | 0.01% | 36,715 | 6,593 | 21.9% | $30.74万 | 加仓 |
| ICVT | ISHARES TR | $171.50万 | 0.01% | 14,127 | -17,717 | -55.6% | -$215.08万 | 减仓 |
| TRGP | TARGA RES CORP | $171.64万 | 0.01% | 6,401 | 499 | 8.5% | $13.38万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $171.98万 | 0.01% | 13,446 | 7,803 | 138.3% | $99.80万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $172.62万 | 0.01% | 40,446 | -2,586 | -6.0% | -$11.04万 | 减仓 |
| KMX | CARMAX INC | $172.96万 | 0.01% | 32,701 | -3,243 | -9.0% | -$17.15万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $173.91万 | 0.01% | 34,824 | 4,736 | 15.7% | $23.65万 | 加仓 |
| SDOG | ALPS ETF TR | $174.30万 | 0.01% | 25,535 | -1,932 | -7.0% | -$13.19万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $174.42万 | 0.01% | 12,859 | -28,755 | -69.1% | -$390.04万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $175.81万 | 0.01% | 7,401 | -241 | -3.2% | -$5.72万 | 减仓 |
| RPM | RPM INTL INC | $176.67万 | 0.01% | 15,895 | -1,622 | -9.3% | -$18.03万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $177.08万 | 0.01% | 52,344 | -319 | -0.6% | -$1.08万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $180.67万 | 0.01% | 19,972 | -21,227 | -51.5% | -$192.02万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $180.70万 | 0.01% | 10,631 | 6,449 | 154.2% | $109.62万 | 加仓 |
| WMB | WILLIAMS COS INC | $181.04万 | 0.01% | 24,353 | 343 | 1.4% | $2.55万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $181.92万 | 0.01% | 11,966 | 1 | 0.0% | $152 | 加仓 |
| IGM | ISHARES TR | $182.60万 | 0.01% | 11,161 | -1,479 | -11.7% | -$24.20万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $182.84万 | 0.01% | 13,445 | 1,062 | 8.6% | $14.44万 | 加仓 |
| NTAP | NETAPP INC | $183.11万 | 0.01% | 11,832 | -807 | -6.4% | -$12.49万 | 减仓 |
| O | REALTY INCOME CORP | $185.30万 | 0.01% | 29,906 | -1,287 | -4.1% | -$7.97万 | 减仓 |
| DOW | DOW HLDGS INC | $187.14万 | 0.01% | 68,399 | -5,198 | -7.1% | -$14.22万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $188.53万 | 0.01% | 2,197 | 727 | 49.5% | $62.39万 | 加仓 |
| SNY | SANOFI SA | $188.70万 | 0.01% | 44,233 | -5,442 | -11.0% | -$23.22万 | 减仓 |
| IWO | ISHARES TR | $189.96万 | 0.01% | 4,821 | 82 | 1.7% | $3.23万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $190.02万 | 0.01% | 31,052 | 125 | 0.4% | $7,649 | 加仓 |
| DASH | DOORDASH INC | $190.12万 | 0.01% | 10,303 | 4,306 | 71.8% | $79.46万 | 加仓 |
| IWN | ISHARES TR | $190.48万 | 0.01% | 8,608 | -26 | -0.3% | -$5,753 | 减仓 |
| IDXX | IDEXX LABS INC | $190.79万 | 0.01% | 3,624 | 57 | 1.6% | $3.00万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $192.89万 | 0.01% | 61,023 | 3,162 | 5.5% | $10.00万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $194.65万 | 0.01% | 26,116 | 2,169 | 9.1% | $16.17万 | 加仓 |
| KEY | KEYCORP | $194.79万 | 0.01% | 84,507 | -1,600 | -1.9% | -$3.69万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $195.15万 | 0.01% | 18,908 | -4,494 | -19.2% | -$46.38万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $196.18万 | 0.01% | 3,499 | 1,532 | 77.9% | $85.90万 | 加仓 |
| EUHY | ISHARES INC | $197.42万 | 0.01% | 36,829 | 36,829 | — | $197.42万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $197.55万 | 0.01% | 20,391 | -2,032 | -9.1% | -$19.69万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $198.27万 | 0.01% | 5,085 | -320 | -5.9% | -$12.48万 | 减仓 |
| YUM | YUM BRANDS INC | $199.20万 | 0.01% | 12,461 | -766 | -5.8% | -$12.24万 | 减仓 |
| — | SPOK HLDGS INC | $199.49万 | 0.01% | 194,815 | 90,092 | 86.0% | $92.25万 | 加仓 |
| SUSB | ISHARES TR | $200.67万 | 0.01% | 80,367 | 48,696 | 153.8% | $121.59万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $200.98万 | 0.01% | 26,826 | 3 | 0.0% | $225 | 加仓 |
| GSK | GSK PLC | $202.75万 | 0.01% | 38,679 | -6,139 | -13.7% | -$32.18万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $204.01万 | 0.01% | 78,768 | -1,635 | -2.0% | -$4.23万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $205.03万 | 0.01% | 50,614 | -2,336 | -4.4% | -$9.46万 | 减仓 |
| CBRE | CBRE GROUP INC | $205.28万 | 0.01% | 15,241 | 87 | 0.6% | $1.17万 | 加仓 |
| ESGE | ISHARES INC | $206.56万 | 0.01% | 37,773 | -14,980 | -28.4% | -$81.92万 | 减仓 |
| HDB | HDFC BANK LTD | $207.54万 | 0.01% | 80,347 | -30,189 | -27.3% | -$77.98万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $207.54万 | 0.01% | 50,228 | 5,875 | 13.2% | $24.28万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $208.50万 | 0.01% | 5,956 | 503 | 9.2% | $17.61万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $208.72万 | 0.01% | 46,269 | 3,200 | 7.4% | $14.44万 | 加仓 |
| VST | VISTRA CORP | $208.84万 | 0.01% | 13,165 | 594 | 4.7% | $9.42万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $208.97万 | 0.01% | 21,976 | -535 | -2.4% | -$5.09万 | 减仓 |
| TFI | SPDR SERIES TRUST | $208.99万 | 0.01% | 45,615 | 1,206 | 2.7% | $5.53万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $210.46万 | 0.01% | 19,024 | 648 | 3.5% | $7.17万 | 加仓 |
| IGF | ISHARES TR | $210.82万 | 0.01% | 31,703 | 13,744 | 76.5% | $91.40万 | 加仓 |
| EBAY | EBAY INC. | $211.70万 | 0.01% | 18,944 | 798 | 4.4% | $8.92万 | 加仓 |
| DAL | DELTA AIR LINES INC | $212.15万 | 0.01% | 22,651 | 656 | 3.0% | $6.14万 | 加仓 |
| EMLC | VANECK ETF TRUST | $215.35万 | 0.01% | 84,219 | 73,084 | 656.3% | $186.88万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $215.93万 | 0.01% | 22,025 | 180 | 0.8% | $1.76万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $216.31万 | 0.01% | 96,618 | 85,356 | 757.9% | $191.09万 | 加仓 |