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 |
|---|---|---|---|---|---|---|---|---|
| OSPN | ONESPAN INC | $19.36万 | 0.00% | 13,491 | 2,522 | 23.0% | $3.62万 | 加仓 |
| KT | KT CORP | $19.46万 | 0.00% | 11,264 | 11,264 | — | $19.46万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $19.65万 | 0.00% | 12,499 | -7,150 | -36.4% | -$11.24万 | 减仓 |
| BKU | BANKUNITED INC | $20.01万 | 0.00% | 4,130 | -406 | -9.0% | -$1.97万 | 减仓 |
| ALLY | ALLY FINL INC | $20.08万 | 0.00% | 4,371 | -1,467 | -25.1% | -$6.74万 | 减仓 |
| WULF | TERAWULF INC | $20.13万 | 0.00% | 8,149 | 8,149 | — | $20.13万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $20.17万 | 0.00% | 8,254 | -6,803 | -45.2% | -$16.63万 | 减仓 |
| FER | FERROVIAL NV | $20.19万 | 0.00% | 2,943 | -353 | -10.7% | -$2.42万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $20.21万 | 0.00% | 4,154 | 4,154 | — | $20.21万 | 新建仓 |
| ETSY | ETSY INC | $20.21万 | 0.00% | 2,683 | 2,683 | — | $20.21万 | 新建仓 |
| HYFI | AB ACTIVE ETFS INC | $20.29万 | 0.00% | 5,440 | -40 | -0.7% | -$1,492 | 减仓 |
| HSIC | SCHEIN HENRY INC | $20.33万 | 0.00% | 2,434 | -704 | -22.4% | -$5.88万 | 减仓 |
| ROL | ROLLINS INC | $20.36万 | 0.00% | 4,878 | -5,439 | -52.7% | -$22.70万 | 减仓 |
| CGNX | COGNEX CORP | $20.42万 | 0.00% | 2,819 | 2,819 | — | $20.42万 | 新建仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $20.45万 | 0.00% | 3,640 | 3,640 | — | $20.45万 | 新建仓 |
| CPNG | COUPANG INC | $20.48万 | 0.00% | 11,792 | -2,791 | -19.1% | -$4.85万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $20.49万 | 0.00% | 1,437 | 1,437 | — | $20.49万 | 新建仓 |
| TTC | TORO CO | $20.50万 | 0.00% | 2,104 | 2,104 | — | $20.50万 | 新建仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $20.50万 | 0.00% | 2,699 | -1,460 | -35.1% | -$11.09万 | 减仓 |
| APG | API GROUP CORP | $20.51万 | 0.00% | 4,843 | -3,375 | -41.1% | -$14.29万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $20.65万 | 0.00% | 2,276 | -11 | -0.5% | -$998 | 重新持有 |
| TLT | ISHARES TR 看涨期权 | $20.73万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $20.80万 | 0.00% | 2,289 | -639 | -21.8% | -$5.81万 | 减仓 |
| DOCS | DOXIMITY INC | $20.88万 | 0.00% | 10,068 | -1,683 | -14.3% | -$3.49万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $20.94万 | 0.00% | 3,435 | -1,322 | -27.8% | -$8.06万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $20.98万 | 0.00% | 2,049 | 2,049 | — | $20.98万 | 新建仓 |
| SEB | SEABOARD CORP DEL | $20.98万 | 0.00% | 47 | -6 | -11.3% | -$2.68万 | 减仓 |
| NEU | NEWMARKET CORP | $21.05万 | 0.00% | 266 | -113 | -29.8% | -$8.94万 | 减仓 |
| ONON | ON HLDG AG | $21.05万 | 0.00% | 5,943 | 5,943 | — | $21.05万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $21.15万 | 0.00% | 4,022 | -3,136 | -43.8% | -$16.49万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $21.19万 | 0.00% | 4,731 | 220 | 4.9% | $9,853 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $21.22万 | 0.00% | 102 | -138 | -57.5% | -$28.71万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $21.24万 | 0.00% | 1,365 | 1,365 | — | $21.24万 | 新建仓 |
| ARMK | ARAMARK | $21.30万 | 0.00% | 3,743 | 3,743 | — | $21.30万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $21.34万 | 0.00% | 8,007 | -1,550 | -16.2% | -$4.13万 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $21.39万 | 0.00% | 2,668 | -3,225 | -54.7% | -$25.85万 | 减仓 |
| WTAI | WISDOMTREE TR | $21.40万 | 0.00% | 4,540 | 4,540 | — | $21.40万 | 新建仓 |
| SAIA | SAIA INC | $21.44万 | 0.00% | 509 | 509 | — | $21.44万 | 新建仓 |
| VALE | VALE S A | $21.44万 | 0.00% | 14,255 | 1,797 | 14.4% | $2.70万 | 加仓 |
| IMCG | ISHARES TR | $21.49万 | 0.00% | 2,188 | 2,188 | — | $21.49万 | 新建仓 |
| — | LISTED FDS TR | $21.52万 | 0.00% | 3,009 | -1,960 | -39.4% | -$14.02万 | 重新持有 |
| TPG | TPG INC | $21.59万 | 0.00% | 5,325 | 5,325 | — | $21.59万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $21.63万 | 0.00% | 3,447 | -148 | -4.1% | -$9,286 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $21.83万 | 0.00% | 7,577 | 763 | 11.2% | $2.20万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $21.93万 | 0.00% | 1,567 | -603 | -27.8% | -$8.44万 | 减仓 |
| IMCB | ISHARES TR | $21.94万 | 0.00% | 2,273 | 2,273 | — | $21.94万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $21.96万 | 0.00% | 6,502 | 6,502 | — | $21.96万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $22.07万 | 0.00% | 4,368 | 4,368 | — | $22.07万 | 新建仓 |
| — | PROSHARES TR | $22.07万 | 0.00% | 2,400 | 2,400 | — | $22.07万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $22.15万 | 0.00% | 2,346 | 2,346 | — | $22.15万 | 新建仓 |
| PPLI | PEOPLE INC | $22.17万 | 0.00% | 4,802 | 4,802 | — | $22.17万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $22.19万 | 0.00% | 1,803 | -1,858 | -50.8% | -$22.86万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $22.21万 | 0.00% | 1,452 | 1,452 | — | $22.21万 | 新建仓 |
| ALV | AUTOLIV INC | $22.31万 | 0.00% | 1,920 | -804 | -29.5% | -$9.34万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $22.35万 | 0.00% | 9,868 | -2,515 | -20.3% | -$5.70万 | 减仓 |
| HYS | PIMCO ETF TR | $22.37万 | 0.00% | 2,394 | -10,793 | -81.8% | -$100.84万 | 减仓 |
| INFY | INFOSYS LTD | $22.37万 | 0.00% | 21,327 | 3,335 | 18.5% | $3.50万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $22.41万 | 0.00% | 11,385 | -1,669 | -12.8% | -$3.28万 | 减仓 |
| HRB | BLOCK H & R INC | $22.43万 | 0.00% | 5,890 | -2,049 | -25.8% | -$7.80万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $22.46万 | 0.00% | 2,896 | 44 | 1.5% | $3,413 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $22.51万 | 0.00% | 2,468 | -1,283 | -34.2% | -$11.70万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $22.57万 | 0.00% | 5,243 | 5,243 | — | $22.57万 | 新建仓 |
| CIB | GRUPO CIBEST SA | $22.57万 | 0.00% | 2,841 | 2,841 | — | $22.57万 | 新建仓 |
| FSTR | FOSTER L B CO | $22.59万 | 0.00% | 5,000 | 5,000 | — | $22.59万 | 新建仓 |
| CBC | CENTRAL BANCOMPANY | $22.63万 | 0.00% | 7,449 | 7,449 | — | $22.63万 | 新建仓 |
| QYLD | GLOBAL X FDS | $22.70万 | 0.00% | 12,316 | 12,316 | — | $22.70万 | 新建仓 |
| OSK | OSHKOSH CORP | $22.72万 | 0.00% | 1,480 | -209 | -12.4% | -$3.21万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $22.78万 | 0.00% | 4,777 | -1,213 | -20.3% | -$5.78万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $22.80万 | 0.00% | 2,908 | 2,908 | — | $22.80万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $22.82万 | 0.00% | 2,037 | -12 | -0.6% | -$1,344 | 减仓 |
| AA | ALCOA CORP | $22.85万 | 0.00% | 4,382 | -833 | -16.0% | -$4.34万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $22.86万 | 0.00% | 8,625 | 435 | 5.3% | $1.15万 | 加仓 |
| TEX | TEREX CORP NEW | $22.86万 | 0.00% | 3,158 | -1,766 | -35.9% | -$12.78万 | 减仓 |
| TDC | TERADATA CORP DEL | $22.89万 | 0.00% | 6,606 | 6,606 | — | $22.89万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $22.89万 | 0.00% | 3,655 | -112 | -3.0% | -$7,015 | 减仓 |
| WHD | CACTUS INC | $22.97万 | 0.00% | 4,484 | 4,484 | — | $22.97万 | 新建仓 |
| MGA | MAGNA INTL INC | $22.98万 | 0.00% | 3,499 | 3,499 | — | $22.98万 | 新建仓 |
| PMBS | PIMCO ETF TR | $23.00万 | 0.00% | 4,658 | -11,527 | -71.2% | -$56.92万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $23.07万 | 0.00% | 3,719 | -2,302 | -38.2% | -$14.28万 | 减仓 |
| — | TIDAL TRUST III | $23.09万 | 0.00% | 12,516 | 12,516 | — | $23.09万 | 新建仓 |
| CR | CRANE COMPANY | $23.18万 | 0.00% | 1,039 | -152 | -12.8% | -$3.39万 | 减仓 |
| — | TIDAL TRUST III | $23.53万 | 0.00% | 12,586 | 12,586 | — | $23.53万 | 新建仓 |
| M | MACYS INC | $23.57万 | 0.00% | 10,010 | -3,661 | -26.8% | -$8.62万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $23.59万 | 0.00% | 1,694 | 1,694 | — | $23.59万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $23.63万 | 0.00% | 4,043 | -520 | -11.4% | -$3.04万 | 减仓 |
| UI | UBIQUITI INC | $23.66万 | 0.00% | 443 | -103 | -18.9% | -$5.50万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $23.68万 | 0.00% | 1,842 | 1,842 | — | $23.68万 | 新建仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $23.71万 | 0.00% | 5,268 | -1,465 | -21.8% | -$6.59万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $23.77万 | 0.00% | 3,414 | 3,414 | — | $23.77万 | 新建仓 |
| SMTC | SEMTECH CORP | $23.82万 | 0.00% | 1,472 | 1,472 | — | $23.82万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $23.86万 | 0.00% | 5,166 | -225 | -4.2% | -$1.04万 | 减仓 |
| YETI | YETI HLDGS INC | $23.95万 | 0.00% | 4,834 | 4,834 | — | $23.95万 | 新建仓 |
| PBF | PBF ENERGY INC | $24.05万 | 0.00% | 5,284 | 670 | 14.5% | $3.05万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $24.18万 | 0.00% | 4,313 | -3,367 | -43.8% | -$18.88万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $24.20万 | 0.00% | 8,477 | -4,058 | -32.4% | -$11.59万 | 减仓 |
| FSBC | FIVE STAR BANCORP | $24.21万 | 0.00% | 4,973 | 4,973 | — | $24.21万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $24.34万 | 0.00% | 14,573 | -300 | -2.0% | -$5,010 | 减仓 |
| INSM | INSMED INC | $24.35万 | 0.00% | 2,284 | -1,670 | -42.2% | -$17.81万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $24.39万 | 0.00% | 8,971 | 508 | 6.0% | $1.38万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $24.46万 | 0.00% | 6,792 | -1,236 | -15.4% | -$4.45万 | 减仓 |