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 |
|---|---|---|---|---|---|---|---|---|
| MINT | PIMCO ETF TR | $1,500.29万 | 0.09% | 149,075 | 2,450 | 1.7% | $24.66万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,532.53万 | 0.09% | 305,285 | 13,192 | 4.5% | $66.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,532.84万 | 0.09% | 167,261 | -111,796 | -40.1% | -$1,024.54万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,532.98万 | 0.09% | 290,008 | -93,315 | -24.3% | -$493.26万 | 减仓 |
| T | AT&T INC | $1,537.84万 | 0.09% | 530,473 | -4,224 | -0.8% | -$12.25万 | 减仓 |
| CME | CME GROUP INC | $1,548.65万 | 0.10% | 52,435 | -6,414 | -10.9% | -$189.44万 | 减仓 |
| IWV | ISHARES TR | $1,553.01万 | 0.10% | 41,907 | -1,518 | -3.5% | -$56.25万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,565.79万 | 0.10% | 72,296 | -8,295 | -10.3% | -$179.65万 | 减仓 |
| ACWI | ISHARES TR | $1,572.60万 | 0.10% | 113,848 | 1,790 | 1.6% | $24.73万 | 加仓 |
| IUSV | ISHARES TR | $1,603.38万 | 0.10% | 156,812 | 26,290 | 20.1% | $268.81万 | 加仓 |
| INTU | INTUIT | $1,608.70万 | 0.10% | 37,206 | -2,475 | -6.2% | -$107.01万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,614.25万 | 0.10% | 202,770 | 7,921 | 4.1% | $63.06万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,618.75万 | 0.10% | 75,763 | -605 | -0.8% | -$12.93万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,619.31万 | 0.10% | 285,551 | 19,459 | 7.3% | $110.35万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,624.86万 | 0.10% | 101,351 | 4,062 | 4.2% | $65.12万 | 加仓 |
| SHY | ISHARES TR | $1,650.46万 | 0.10% | 199,938 | -55,771 | -21.8% | -$460.38万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $1,656.86万 | 0.10% | 130,174 | 1,146 | 0.9% | $14.59万 | 加仓 |
| PULS | PGIM ETF TR | $1,665.41万 | 0.10% | 336,405 | 69,031 | 25.8% | $341.74万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,726.04万 | 0.11% | 80,244 | 3,667 | 4.8% | $78.88万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,738.31万 | 0.11% | 100,725 | -4,488 | -4.3% | -$77.45万 | 减仓 |
| MRK | MERCK & CO INC | $1,747.96万 | 0.11% | 145,312 | -3,591 | -2.4% | -$43.20万 | 减仓 |
| USMV | ISHARES TR | $1,772.92万 | 0.11% | 191,280 | -2,605 | -1.3% | -$24.15万 | 减仓 |
| NDAQ | NASDAQ INC | $1,775.08万 | 0.11% | 209,103 | -44,604 | -17.6% | -$378.64万 | 减仓 |
| IRM | IRON MTN INC DEL | $1,794.12万 | 0.11% | 175,653 | 2,783 | 1.6% | $28.43万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,804.26万 | 0.11% | 4,285 | -40 | -0.9% | -$16.84万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,828.22万 | 0.11% | 124,702 | -1,850 | -1.5% | -$27.12万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,866.26万 | 0.11% | 98,431 | -1,355 | -1.4% | -$25.69万 | 减仓 |
| IJT | ISHARES TR | $1,868.00万 | 0.11% | 129,080 | -4,497 | -3.4% | -$65.08万 | 减仓 |
| WAB | WABTEC | $1,930.07万 | 0.12% | 77,231 | -4,937 | -6.0% | -$123.38万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,938.42万 | 0.12% | 263,301 | 9,345 | 3.7% | $68.80万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,950.59万 | 0.12% | 95,885 | 1,758 | 1.9% | $35.76万 | 加仓 |
| IWM | ISHARES TR | $1,968.01万 | 0.12% | 79,388 | 586 | 0.7% | $14.53万 | 加仓 |
| IJS | ISHARES TR | $1,975.31万 | 0.12% | 166,774 | -12,502 | -7.0% | -$148.08万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $1,987.84万 | 0.12% | 779,851 | 133,098 | 20.6% | $339.27万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,011.08万 | 0.12% | 195,878 | -3,501 | -1.8% | -$35.94万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,015.13万 | 0.12% | 802,522 | -24,273 | -2.9% | -$60.95万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,016.52万 | 0.12% | 144,688 | -26,123 | -15.3% | -$364.08万 | 减仓 |
| FLOT | ISHARES TR | $2,077.32万 | 0.13% | 407,590 | -10,679 | -2.6% | -$54.43万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,129.86万 | 0.13% | 55,575 | -786 | -1.4% | -$30.12万 | 减仓 |
| NOW | SERVICENOW INC | $2,139.66万 | 0.13% | 204,654 | 100,205 | 95.9% | $1,047.64万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $2,146.27万 | 0.13% | 865,607 | -105,979 | -10.9% | -$262.77万 | 减仓 |
| IWD | ISHARES TR | $2,152.65万 | 0.13% | 100,679 | 1,482 | 1.5% | $31.69万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,183.88万 | 0.13% | 164,251 | 4,906 | 3.1% | $65.23万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,207.26万 | 0.14% | 92,843 | 6,821 | 7.9% | $162.16万 | 加仓 |
| DGRO | ISHARES TR | $2,228.36万 | 0.14% | 317,552 | 1,728 | 0.5% | $12.13万 | 加仓 |
| KKR | KKR & CO INC | $2,233.68万 | 0.14% | 241,478 | -5,906 | -2.4% | -$54.63万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,248.32万 | 0.14% | 86,378 | 7,207 | 9.1% | $187.59万 | 加仓 |
| TMUS | T-MOBILE US INC | $2,270.39万 | 0.14% | 108,098 | -2,968 | -2.7% | -$62.34万 | 减仓 |
| ITOT | ISHARES TR | $2,333.22万 | 0.14% | 163,823 | -21,880 | -11.8% | -$311.62万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $2,389.99万 | 0.15% | 553,237 | 262,470 | 90.3% | $1,133.87万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,406.27万 | 0.15% | 80,520 | -115 | -0.1% | -$3.44万 | 减仓 |
| CRM | SALESFORCE INC | $2,414.12万 | 0.15% | 129,326 | -3,038 | -2.3% | -$56.71万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,422.78万 | 0.15% | 49,291 | 593 | 1.2% | $29.15万 | 加仓 |
| IBTK | ISHARES TR | $2,438.18万 | 0.15% | 1,236,306 | 312,078 | 33.8% | $615.47万 | 加仓 |
| ETN | EATON CORP PLC | $2,471.64万 | 0.15% | 69,104 | 1,139 | 1.7% | $40.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,521.40万 | 0.16% | 394,895 | 9,513 | 2.5% | $60.74万 | 加仓 |
| APH | AMPHENOL CORP | $2,560.10万 | 0.16% | 202,620 | -1,210 | -0.6% | -$15.29万 | 减仓 |
| SDY | SPDR SERIES TRUST | $2,580.11万 | 0.16% | 176,671 | -7,776 | -4.2% | -$113.56万 | 减仓 |
| IBTJ | ISHARES TR | $2,614.89万 | 0.16% | 1,197,930 | 142,547 | 13.5% | $311.16万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,623.46万 | 0.16% | 29,305 | -1,441 | -4.7% | -$129.00万 | 减仓 |
| IBTI | ISHARES TR | $2,631.72万 | 0.16% | 1,181,634 | 137,223 | 13.1% | $305.62万 | 加仓 |
| IUSG | ISHARES TR | $2,644.39万 | 0.16% | 170,474 | 52,377 | 44.4% | $812.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,653.62万 | 0.16% | 40,800 | 7,700 | 23.3% | $500.81万 | 加仓 |
| GE | GE AEROSPACE | $2,666.68万 | 0.16% | 93,973 | 4,112 | 4.6% | $116.69万 | 加仓 |
| IGSB | ISHARES TR | $2,704.94万 | 0.17% | 514,896 | -49,195 | -8.7% | -$258.44万 | 减仓 |
| SGOV | ISHARES TR | $2,773.68万 | 0.17% | 275,531 | -773 | -0.3% | -$7.78万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2,867.95万 | 0.18% | 144,634 | -3,514 | -2.4% | -$69.68万 | 减仓 |
| DE | DEERE & CO | $2,871.86万 | 0.18% | 50,983 | 1,111 | 2.2% | $62.58万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $2,872.06万 | 0.18% | 448,851 | 36,505 | 8.9% | $233.58万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3,006.14万 | 0.18% | 87,586 | 5,535 | 6.7% | $189.97万 | 加仓 |
| GTIP | GOLDMAN SACHS ETF TR | $3,060.74万 | 0.19% | 620,337 | 300,855 | 94.2% | $1,484.42万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,074.87万 | 0.19% | 117,447 | -1,323 | -1.1% | -$34.64万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,100.32万 | 0.19% | 36,647 | 1,301 | 3.7% | $110.06万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3,115.64万 | 0.19% | 570,840 | -2,232 | -0.4% | -$12.18万 | 减仓 |
| CAT | CATERPILLAR INC | $3,143.35万 | 0.19% | 44,369 | 179 | 0.4% | $12.68万 | 加仓 |
| AMGN | AMGEN INC | $3,160.63万 | 0.19% | 89,829 | -970 | -1.1% | -$34.13万 | 减仓 |
| ORCL | ORACLE CORP | $3,168.78万 | 0.19% | 215,402 | -113,854 | -34.6% | -$1,674.91万 | 减仓 |
| GEV | GE VERNOVA INC | $3,211.20万 | 0.20% | 36,788 | -1,638 | -4.3% | -$142.98万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,213.46万 | 0.20% | 64,313 | -5,441 | -7.8% | -$271.86万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,273.15万 | 0.20% | 435,838 | 12,190 | 2.9% | $91.55万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $3,274.36万 | 0.20% | 677,379 | 94,642 | 16.2% | $457.49万 | 加仓 |
| SPGI | S&P GLOBAL INC | $3,308.39万 | 0.20% | 77,782 | -10,626 | -12.0% | -$451.97万 | 减仓 |
| IBTH | ISHARES TR | $3,322.54万 | 0.20% | 1,481,203 | 246,251 | 19.9% | $552.37万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $3,331.15万 | 0.20% | 752,462 | -160,029 | -17.5% | -$708.45万 | 减仓 |
| — | HONEYWELL INTL INC | $3,346.97万 | 0.21% | 148,076 | 18,193 | 14.0% | $411.22万 | 加仓 |
| GIGL | GOLDMAN SACHS ETF TR | $3,419.82万 | 0.21% | 681,103 | 319,982 | 88.6% | $1,606.63万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $3,488.53万 | 0.21% | 1,070,854 | 1,070,854 | — | $3,488.53万 | 新建仓 |
| NFLX | NETFLIX INC. | $3,500.87万 | 0.22% | 364,105 | 132,289 | 57.1% | $1,271.96万 | 加仓 |
| UL | UNILEVER PLC | $3,518.35万 | 0.22% | 617,579 | 60,219 | 10.8% | $343.07万 | 加仓 |
| COWZ | PACER FDS TR | $3,520.21万 | 0.22% | 562,577 | 2,857 | 0.5% | $17.88万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $3,548.59万 | 0.22% | 864,341 | 864,341 | — | $3,548.59万 | 新建仓 |
| LOW | LOWES COS INC | $3,588.75万 | 0.22% | 151,886 | -1,786 | -1.2% | -$42.20万 | 减仓 |
| IJH | ISHARES TR | $3,611.06万 | 0.22% | 535,062 | -18,995 | -3.4% | -$128.19万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,672.35万 | 0.23% | 79,662 | 1,806 | 2.3% | $83.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,696.76万 | 0.23% | 109,388 | -3,989 | -3.5% | -$134.81万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $3,858.18万 | 0.24% | 894,547 | 683,390 | 323.6% | $2,947.46万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,863.05万 | 0.24% | 127,713 | -2,948 | -2.3% | -$89.17万 | 减仓 |
| NVO | NOVO-NORDISK A S | $3,868.39万 | 0.24% | 1,052,622 | 404,269 | 62.4% | $1,485.69万 | 加仓 |
| WMT | WALMART INC | $3,899.63万 | 0.24% | 313,778 | -83,530 | -21.0% | -$1,038.11万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,981.40万 | 0.24% | 124,054 | -179 | -0.1% | -$5.74万 | 减仓 |