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 |
|---|---|---|---|---|---|---|---|---|
| TAP | MOLSON COORS BEVERAGE CO | $23.68万 | 0.00% | 5,500 | -2,057 | -27.2% | -$8.86万 | 减仓 |
| IONQ | IONQ INC | $23.73万 | 0.00% | 8,233 | 1,531 | 22.8% | $4.41万 | 加仓 |
| MTN | VAIL RESORTS INC | $23.87万 | 0.00% | 1,860 | 1,860 | — | $23.87万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $23.90万 | 0.00% | 3,991 | 3,991 | — | $23.90万 | 新建仓 |
| VNT | VONTIER CORPORATION | $23.93万 | 0.00% | 6,746 | 6,746 | — | $23.93万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $23.94万 | 0.00% | 1,827 | 4 | 0.2% | $524 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $24.00万 | 0.00% | 5,701 | 329 | 6.1% | $1.39万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $24.01万 | 0.00% | 2,648 | -540 | -16.9% | -$4.90万 | 减仓 |
| BDC | BELDEN INC | $24.14万 | 0.00% | 2,102 | 2,102 | — | $24.14万 | 新建仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $24.18万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $24.19万 | 0.00% | 2,088 | 2,088 | — | $24.19万 | 新建仓 |
| U | UNITY SOFTWARE INC | $24.20万 | 0.00% | 11,031 | 329 | 3.1% | $7,218 | 加仓 |
| NEU | NEWMARKET CORP | $24.29万 | 0.00% | 379 | 379 | — | $24.29万 | 新建仓 |
| INFY | INFOSYS LTD | $24.31万 | 0.00% | 17,992 | 889 | 5.2% | $1.20万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $24.37万 | 0.00% | 4,563 | 4,563 | — | $24.37万 | 新建仓 |
| ESNT | ESSENT GROUP LTD | $24.39万 | 0.00% | 4,173 | 929 | 28.6% | $5.43万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $24.53万 | 0.00% | 18,693 | 18,693 | — | $24.53万 | 新建仓 |
| SUSA | ISHARES TR | $24.53万 | 0.00% | 1,857 | 94 | 5.3% | $1.24万 | 加仓 |
| FTS | FORTIS INC | $24.61万 | 0.00% | 4,411 | 4,411 | — | $24.61万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $24.64万 | 0.00% | 4,511 | 4,511 | — | $24.64万 | 新建仓 |
| M | MACYS INC | $24.73万 | 0.00% | 13,671 | 13,671 | — | $24.73万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $24.80万 | 0.00% | 11,262 | 11,262 | — | $24.80万 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $24.82万 | 0.00% | 1,660 | 342 | 25.9% | $5.11万 | 加仓 |
| COPX | GLOBAL X FDS | $24.82万 | 0.00% | 3,251 | 3,251 | — | $24.82万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $24.84万 | 0.00% | 778 | 778 | — | $24.84万 | 新建仓 |
| OSK | OSHKOSH CORP | $24.87万 | 0.00% | 1,689 | 1,689 | — | $24.87万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $24.87万 | 0.00% | 2,039 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $25.03万 | 0.00% | 5,456 | 5,456 | — | $25.03万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $25.12万 | 0.00% | 11,713 | 11,713 | — | $25.12万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $25.13万 | 0.00% | 5,422 | -1,640 | -23.2% | -$7.60万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $25.16万 | 0.00% | 12,301 | -1,347 | -9.9% | -$2.75万 | 减仓 |
| HRB | BLOCK H & R INC | $25.20万 | 0.00% | 7,939 | 7,939 | — | $25.20万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $25.23万 | 0.00% | 868 | 136 | 18.6% | $3.95万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $25.27万 | 0.00% | 9,557 | -6,590 | -40.8% | -$17.42万 | 减仓 |
| R | RYDER SYS INC | $25.28万 | 0.00% | 1,235 | 1,235 | — | $25.28万 | 新建仓 |
| QLD | PROSHARES TR | $25.32万 | 0.00% | 4,147 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $25.37万 | 0.00% | 1,903 | 364 | 23.7% | $4.85万 | 加仓 |
| AYI | ACUITY INC | $25.44万 | 0.00% | 908 | 908 | — | $25.44万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $25.45万 | 0.00% | 4,757 | -303 | -6.0% | -$1.62万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $25.45万 | 0.00% | 14,873 | -743 | -4.8% | -$1.27万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $25.53万 | 0.00% | 2,621 | 2,621 | — | $25.53万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $25.61万 | 0.00% | 3,199 | 3,199 | — | $25.61万 | 新建仓 |
| — | QORVO INC | $25.67万 | 0.00% | 3,316 | 3,316 | — | $25.67万 | 新建仓 |
| MORN | MORNINGSTAR INC | $25.68万 | 0.00% | 1,519 | -21,625 | -93.4% | -$365.66万 | 减仓 |
| MUSA | MURPHY USA INC | $25.79万 | 0.00% | 522 | 522 | — | $25.79万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $25.82万 | 0.00% | 4,282 | 4,282 | — | $25.82万 | 新建仓 |
| SJM | SMUCKER J M CO | $25.84万 | 0.00% | 2,679 | 2,679 | — | $25.84万 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $25.88万 | 0.00% | 11,895 | 11,895 | — | $25.88万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $25.98万 | 0.00% | 805 | 805 | — | $25.98万 | 新建仓 |
| — | PUTNAM ETF TRUST | $26.00万 | 0.00% | 33,418 | -379 | -1.1% | -$2,948 | 减仓 |
| ATI | ATI INC | $26.02万 | 0.00% | 1,789 | 1,789 | — | $26.02万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $26.10万 | 0.00% | 3,673 | 494 | 15.5% | $3.51万 | 加仓 |
| DOX | AMDOCS LTD | $26.14万 | 0.00% | 4,005 | 4,005 | — | $26.14万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $26.15万 | 0.00% | 38,058 | -162 | -0.4% | -$1,113 | 减仓 |
| AOS | SMITH A O CORP | $26.18万 | 0.00% | 3,970 | 3,970 | — | $26.18万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $26.25万 | 0.00% | 5,990 | 1,165 | 24.1% | $5.11万 | 重新持有 |
| DAR | DARLING INGREDIENTS INC | $26.27万 | 0.00% | 4,248 | 4,248 | — | $26.27万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $26.31万 | 0.00% | 6,603 | -825 | -11.1% | -$3.29万 | 减仓 |
| MTZ | MASTEC INC | $26.32万 | 0.00% | 818 | 818 | — | $26.32万 | 新建仓 |
| KMPR | KEMPER CORP | $26.41万 | 0.00% | 8,642 | 8,642 | — | $26.41万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $26.48万 | 0.00% | 5,214 | 5,214 | — | $26.48万 | 新建仓 |
| WIT | WIPRO LTD | $26.58万 | 0.00% | 125,388 | 26,329 | 26.6% | $5.58万 | 加仓 |
| SSD | SIMPSON MFG INC | $26.58万 | 0.00% | 1,549 | 1,549 | — | $26.58万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $26.59万 | 0.00% | 2,315 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $26.61万 | 0.00% | 1,363 | 1,363 | — | $26.61万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $26.65万 | 0.00% | 8,219 | 516 | 6.7% | $1.67万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $26.71万 | 0.00% | 6,781 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $26.71万 | 0.00% | 3,903 | 118 | 3.1% | $8,076 | 加仓 |
| H | HYATT HOTELS CORP | $26.74万 | 0.00% | 1,860 | 1,860 | — | $26.74万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $26.77万 | 0.00% | 6,308 | 6,308 | — | $26.77万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $26.78万 | 0.00% | 1,093 | 1,093 | — | $26.78万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $26.79万 | 0.00% | 7,941 | 7,941 | — | $26.79万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $26.80万 | 0.00% | 2,049 | 2,049 | — | $26.80万 | 新建仓 |
| PRFD | PIMCO ETF TR | $26.88万 | 0.00% | 5,309 | 5,309 | — | $26.88万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $27.01万 | 0.00% | 17,011 | 3,494 | 25.8% | $5.55万 | 加仓 |
| IAUM | ISHARES GOLD TR | $27.08万 | 0.00% | 5,799 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $27.13万 | 0.00% | 4,978 | 4,978 | — | $27.13万 | 新建仓 |
| IX | ORIX CORP | $27.17万 | 0.00% | 9,061 | 457 | 5.3% | $1.37万 | 加仓 |
| TFSL | TFS FINL CORP | $27.28万 | 0.00% | 19,418 | 19,418 | — | $27.28万 | 新建仓 |
| SAM | BOSTON BEER INC | $27.30万 | 0.00% | 1,185 | 1,185 | — | $27.30万 | 新建仓 |
| DOCS | DOXIMITY INC | $27.38万 | 0.00% | 11,751 | 8,511 | 262.7% | $19.83万 | 重新持有 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $27.47万 | 0.00% | 1,237 | 1,237 | — | $27.47万 | 新建仓 |
| RVTY | REVVITY INC | $27.50万 | 0.00% | 3,139 | 3,139 | — | $27.50万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $27.52万 | 0.00% | 14,717 | 261 | 1.8% | $4,881 | 加仓 |
| CPNG | COUPANG INC | $27.53万 | 0.00% | 14,583 | 690 | 5.0% | $1.30万 | 加仓 |
| BE | BLOOM ENERGY CORP | $27.57万 | 0.00% | 2,035 | 2,035 | — | $27.57万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $27.67万 | 0.00% | 7,624 | 7,624 | — | $27.67万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $27.71万 | 0.00% | 2,170 | 2,170 | — | $27.71万 | 新建仓 |
| IBCA | ISHARES TR | $27.71万 | 0.00% | 10,836 | 10,836 | — | $27.71万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $27.82万 | 0.00% | 11,135 | 11,135 | — | $27.82万 | 新建仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $27.99万 | 0.00% | 4,159 | 4,159 | — | $27.99万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $28.07万 | 0.00% | 12,383 | -27 | -0.2% | -$612 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $28.15万 | 0.00% | 3,705 | 0 | 0.0% | — | 不变 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $28.20万 | 0.00% | 6,733 | 6,733 | — | $28.20万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $28.20万 | 0.00% | 4,898 | 4,898 | — | $28.20万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $28.35万 | 0.00% | 15,057 | 15,057 | — | $28.35万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.36万 | 0.00% | 6,032 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $28.44万 | 0.00% | 2,429 | 2,429 | — | $28.44万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $28.44万 | 0.00% | 2,890 | 2,890 | — | $28.44万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $28.52万 | 0.00% | 3,697 | -283 | -7.1% | -$2.18万 | 减仓 |