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 |
|---|---|---|---|---|---|---|---|---|
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -14,513 | -100.0% | -$21.44万 | 清仓 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -371 | -100.0% | -$21.23万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -2,572 | -100.0% | -$21.12万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -8,246 | -100.0% | -$21.06万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -2,066 | -100.0% | -$20.98万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1,195 | -100.0% | -$20.32万 | 清仓 |
| LBTYK | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -17,285 | -100.0% | -$20.28万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -10,477 | -100.0% | -$20.15万 | 清仓 |
| LIVN | LIVANOVA PLC | $0 | 0.00% | 0 | -3,157 | -100.0% | -$20.07万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1,480 | -100.0% | -$20.04万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -11,394 | -100.0% | -$19.36万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -10,076 | -100.0% | -$18.91万 | 清仓 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -27,477 | -100.0% | -$18.08万 | 清仓 |
| CALY | CALLAWAY GOLF CO | $0 | 0.00% | 0 | -12,970 | -100.0% | -$18.00万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -15,714 | -100.0% | -$17.29万 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | -11,485 | -100.0% | -$17.10万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -11,550 | -100.0% | -$14.88万 | 清仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -16,100 | -100.0% | -$14.73万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -16,606 | -100.0% | -$14.50万 | 清仓 |
| AUR | AURORA INNOVATION INC | $0 | 0.00% | 0 | -32,985 | -100.0% | -$13.59万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -22,481 | -100.0% | -$13.47万 | 清仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $0 | 0.00% | 0 | -20,279 | -100.0% | -$13.47万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -10,441 | -100.0% | -$12.80万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -28,924 | -100.0% | -$12.55万 | 清仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $0 | 0.00% | 0 | -10,960 | -100.0% | -$12.53万 | 清仓 |
| MBC | MASTERBRAND INC | $0 | 0.00% | 0 | -12,223 | -100.0% | -$10.16万 | 清仓 |
| RWT | REDWOOD TRUST INC | $0 | 0.00% | 0 | -15,735 | -100.0% | -$8.83万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -12,434 | -100.0% | -$8.82万 | 清仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $0 | 0.00% | 0 | -13,684 | -100.0% | -$8.81万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -13,213 | -100.0% | -$8.76万 | 清仓 |
| PDM | PIEDMONT REALTY TRUST INC | $0 | 0.00% | 0 | -13,097 | -100.0% | -$8.60万 | 清仓 |
| AIV | APARTMENT INVT & MGMT CO | $0 | 0.00% | 0 | -20,491 | -100.0% | -$8.34万 | 清仓 |
| MTA | METALLA RTY & STREAMING LTD | $0 | 0.00% | 0 | -12,291 | -100.0% | -$8.15万 | 清仓 |
| VYX | NCR VOYIX CORPORATION | $0 | 0.00% | 0 | -12,490 | -100.0% | -$7.91万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -17,000 | -100.0% | -$7.82万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -12,803 | -100.0% | -$7.30万 | 清仓 |
| DCH | DAUCH CORP | $0 | 0.00% | 0 | -11,512 | -100.0% | -$6.83万 | 清仓 |
| CRCT | CRICUT INC | $0 | 0.00% | 0 | -18,202 | -100.0% | -$6.81万 | 清仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $0 | 0.00% | 0 | -10,405 | -100.0% | -$4.84万 | 清仓 |
| — | INOTIV INC | $103 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ACCURAY INC DEL 看涨期权 | $5,156 | 0.00% | 20,000 | 20,000 | — | $5,156 | 新建仓 |
| — | ALIGHT INC | $7,945 | 0.00% | 14,187 | -6,005 | -29.7% | -$3,363 | 减仓 |
| — | PDS BIOTECHNOLOGY CORP | $1.06万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $1.58万 | 0.00% | 12,674 | -1,354 | -9.7% | -$1,693 | 减仓 |
| — | DOUGLAS ELLIMAN INC | $2.33万 | 0.00% | 13,153 | -2,291 | -14.8% | -$4,055 | 减仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $3.54万 | 0.00% | 12,504 | -375 | -2.9% | -$1,061 | 减仓 |
| — | IRIDEX CORP | $4.07万 | 0.00% | 35,529 | -22,000 | -38.2% | -$2.52万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4.39万 | 0.00% | 11,640 | -6,920 | -37.3% | -$2.61万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $4.41万 | 0.00% | 15,053 | -6,902 | -31.4% | -$2.02万 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $5.03万 | 0.00% | 11,006 | 559 | 5.4% | $2,555 | 加仓 |
| NIO | NIO INC | $5.29万 | 0.00% | 10,451 | 10,451 | — | $5.29万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $5.50万 | 0.00% | 24,024 | 24,024 | — | $5.50万 | 新建仓 |
| CLVT | CLARIVATE PLC | $5.56万 | 0.00% | 25,719 | 3,598 | 16.3% | $7,772 | 加仓 |
| ENIC | ENEL CHILE SA | $5.97万 | 0.00% | 13,258 | 13,258 | — | $5.97万 | 新建仓 |
| BBD | BANCO BRADESCO S A | $6.08万 | 0.00% | 17,519 | 818 | 4.9% | $2,838 | 加仓 |
| MSOS | ADVISORSHARES TR | $6.09万 | 0.00% | 11,968 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $7.36万 | 0.00% | 14,269 | 187 | 1.3% | $965 | 加仓 |
| ABEV | AMBEV SA | $7.37万 | 0.00% | 23,467 | 4,941 | 26.7% | $1.55万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $7.43万 | 0.00% | 12,578 | -2,556 | -16.9% | -$1.51万 | 减仓 |
| MOMO | HELLO GROUP INC | $7.62万 | 0.00% | 13,139 | 13,139 | — | $7.62万 | 新建仓 |
| AGNT | AGNT INC | $7.69万 | 0.00% | 14,207 | 2,115 | 17.5% | $1.14万 | 加仓 |
| — | EMPIRE ST RLTY OP L P | $8.12万 | 0.00% | 13,546 | -3,664 | -21.3% | -$2.20万 | 减仓 |
| IVVD | INVIVYD INC | $8.42万 | 0.00% | 96,507 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $8.56万 | 0.00% | 11,323 | -3,462 | -23.4% | -$2.62万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $8.63万 | 0.00% | 14,934 | 14,934 | — | $8.63万 | 新建仓 |
| — | NAVIENT CORPORATION | $8.73万 | 0.00% | 10,258 | 10,258 | — | $8.73万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $8.81万 | 0.00% | 14,102 | 14,102 | — | $8.81万 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $9.03万 | 0.00% | 16,561 | 16,561 | — | $9.03万 | 新建仓 |
| COTY | COTY INC | $9.22万 | 0.00% | 42,672 | -4,160 | -8.9% | -$8,986 | 减仓 |
| NMAX | NEWSMAX INC | $9.53万 | 0.00% | 11,508 | -2,747 | -19.3% | -$2.27万 | 减仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $9.92万 | 0.00% | 12,735 | 12,735 | — | $9.92万 | 新建仓 |
| MAKO | MAKO MNG CORP | $9.93万 | 0.00% | 13,580 | 13,580 | — | $9.93万 | 新建仓 |
| GGB | GERDAU SA | $10.06万 | 0.00% | 24,902 | 4,818 | 24.0% | $1.95万 | 加仓 |
| MNKD | MANNKIND CORP | $10.08万 | 0.00% | 23,654 | 104 | 0.4% | $443 | 加仓 |
| SSL | SASOL LTD | $10.32万 | 0.00% | 10,507 | 10,507 | — | $10.32万 | 新建仓 |
| ICL | ICL GROUP LTD | $11.24万 | 0.00% | 22,561 | 8,401 | 59.3% | $4.18万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.50万 | 0.00% | 10,615 | 6 | 0.1% | $65 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $11.88万 | 0.00% | 25,708 | 921 | 3.7% | $4,255 | 加仓 |
| NWL | NEWELL BRANDS INC | $12.28万 | 0.00% | 20,003 | -15,172 | -43.1% | -$9.32万 | 减仓 |
| SMR | NUSCALE PWR CORP | $12.78万 | 0.00% | 12,737 | -2,128 | -14.3% | -$2.13万 | 减仓 |
| HUN | HUNTSMAN CORP | $13.10万 | 0.00% | 12,336 | -11,065 | -47.3% | -$11.75万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $13.15万 | 0.00% | 16,156 | 16,156 | — | $13.15万 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD | $13.27万 | 0.00% | 10,005 | 10,005 | — | $13.27万 | 新建仓 |
| WEN | WENDYS CO | $13.60万 | 0.00% | 16,403 | -9,422 | -36.5% | -$7.81万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $14.12万 | 0.00% | 14,324 | -1,113 | -7.2% | -$1.10万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $14.17万 | 0.00% | 13,293 | -1,365 | -9.3% | -$1.46万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $14.25万 | 0.00% | 11,847 | 1,847 | 18.5% | $2.22万 | 加仓 |
| — | UNITED GUARDIAN INC | $14.33万 | 0.00% | 20,070 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC | $14.49万 | 0.00% | 13,949 | 13,949 | — | $14.49万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $14.71万 | 0.00% | 14,999 | 286 | 1.9% | $2,806 | 加仓 |
| TKC | TURKCELL ILETISIM | $15.72万 | 0.00% | 26,730 | 5,737 | 27.3% | $3.37万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $15.76万 | 0.00% | 17,808 | 5,422 | 43.8% | $4.80万 | 加仓 |
| LYFT | LYFT INC | $16.70万 | 0.00% | 11,434 | -10,573 | -48.0% | -$15.45万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $16.96万 | 0.00% | 12,771 | 12,771 | — | $16.96万 | 新建仓 |
| ADT | ADT INC DEL | $16.99万 | 0.00% | 26,132 | 1,324 | 5.3% | $8,606 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $17.08万 | 0.00% | 15,992 | 15,992 | — | $17.08万 | 新建仓 |
| HL | HECLA MINING COMPANY | $17.50万 | 0.00% | 11,341 | 921 | 8.8% | $1.42万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $17.99万 | 0.00% | 10,332 | -1,600 | -13.4% | -$2.79万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $18.35万 | 0.00% | 22,463 | -5,685 | -20.2% | -$4.64万 | 减仓 |
| NU | NU HLDGS LTD | $18.67万 | 0.00% | 13,975 | -1,368 | -8.9% | -$1.83万 | 减仓 |