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 |
|---|---|---|---|---|---|---|---|---|
| COO | COOPER COS INC | $28.53万 | 0.00% | 3,990 | -6,778 | -62.9% | -$48.46万 | 减仓 |
| TMP | TOMPKINS FINL CORP | $28.54万 | 0.00% | 3,620 | 3,620 | — | $28.54万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $28.58万 | 0.00% | 17,765 | 3,396 | 23.6% | $5.46万 | 加仓 |
| — | CHART INDS INC | $28.61万 | 0.00% | 1,384 | 1,384 | — | $28.61万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $28.62万 | 0.00% | 11,944 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $28.64万 | 0.00% | 2,724 | 2,724 | — | $28.64万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $28.81万 | 0.00% | 12,654 | 1,669 | 15.2% | $3.80万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $28.83万 | 0.00% | 23,473 | 12,015 | 104.9% | $14.75万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $28.85万 | 0.00% | 10,717 | 1,097 | 11.4% | $2.95万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $28.87万 | 0.00% | 5,137 | 1,513 | 41.7% | $8.50万 | 加仓 |
| RHI | ROBERT HALF INC. | $28.93万 | 0.00% | 11,390 | -2,850 | -20.0% | -$7.24万 | 减仓 |
| RMBS | RAMBUS INC DEL | $28.93万 | 0.00% | 3,363 | 840 | 33.3% | $7.23万 | 加仓 |
| OLN | OLIN CORP | $28.93万 | 0.00% | 9,732 | 9,732 | — | $28.93万 | 新建仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $29.04万 | 0.00% | 5,140 | 840 | 19.5% | $4.75万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $29.05万 | 0.00% | 5,391 | 679 | 14.4% | $3.66万 | 加仓 |
| TEX | TEREX CORP NEW | $29.10万 | 0.00% | 4,924 | 4,924 | — | $29.10万 | 新建仓 |
| IBDZ | ISHARES TR | $29.13万 | 0.00% | 11,195 | 1,949 | 21.1% | $5.07万 | 加仓 |
| LFUS | LITTELFUSE INC | $29.21万 | 0.00% | 861 | 861 | — | $29.21万 | 新建仓 |
| LYFT | LYFT INC | $29.27万 | 0.00% | 22,007 | 22,007 | — | $29.27万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $29.30万 | 0.00% | 8,480 | -710 | -7.7% | -$2.45万 | 重新持有 |
| OKLO | OKLO INC | $29.35万 | 0.00% | 5,918 | 111 | 1.9% | $5,505 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $29.36万 | 0.00% | 5,042 | 1,629 | 47.7% | $9.49万 | 重新持有 |
| BC | BRUNSWICK CORP | $29.38万 | 0.00% | 4,038 | 1,226 | 43.6% | $8.92万 | 加仓 |
| BANR | BANNER CORP | $29.44万 | 0.00% | 4,852 | 39 | 0.8% | $2,367 | 加仓 |
| MAIN | MAIN STR CAP CORP | $29.54万 | 0.00% | 5,578 | -356 | -6.0% | -$1.89万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $29.63万 | 0.00% | 5,121 | 1,033 | 25.3% | $5.98万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $29.68万 | 0.00% | 2,858 | -288 | -9.2% | -$2.99万 | 减仓 |
| DLN | WISDOMTREE TR | $29.69万 | 0.00% | 3,324 | 533 | 19.1% | $4.76万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $29.72万 | 0.00% | 8,028 | 8,028 | — | $29.72万 | 新建仓 |
| BILZ | PIMCO ETF TR | $29.82万 | 0.00% | 2,953 | -47 | -1.6% | -$4,746 | 减仓 |
| IBN | ICICI BANK LIMITED | $29.85万 | 0.00% | 11,527 | -4,320 | -27.3% | -$11.19万 | 减仓 |
| CTRE | CARETRUST REIT INC | $29.86万 | 0.00% | 8,148 | 8,148 | — | $29.86万 | 新建仓 |
| SEB | SEABOARD CORP DEL | $29.97万 | 0.00% | 53 | 53 | — | $29.97万 | 新建仓 |
| ENTG | ENTEGRIS INC | $30.49万 | 0.00% | 2,601 | 2,601 | — | $30.49万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $30.59万 | 0.00% | 940 | 940 | — | $30.59万 | 新建仓 |
| IHE | ISHARES TR | $30.79万 | 0.00% | 3,554 | 5 | 0.1% | $433 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $30.88万 | 0.00% | 11,770 | -2,750 | -18.9% | -$7.22万 | 减仓 |
| PNR | PENTAIR PLC | $30.90万 | 0.00% | 3,547 | 1,586 | 80.9% | $13.81万 | 加仓 |
| TRS | TRIMAS CORP | $30.94万 | 0.00% | 8,608 | 53 | 0.6% | $1,905 | 加仓 |
| W | WAYFAIR INC | $31.00万 | 0.00% | 4,122 | 4,122 | — | $31.00万 | 新建仓 |
| OGS | ONE GAS INC | $31.01万 | 0.00% | 3,600 | 3,600 | — | $31.01万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $31.02万 | 0.00% | 3,269 | 665 | 25.5% | $6.31万 | 重新持有 |
| RWR | SPDR SERIES TRUST | $31.09万 | 0.00% | 3,080 | 255 | 9.0% | $2.57万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $31.15万 | 0.00% | 5,152 | 1,701 | 49.3% | $10.28万 | 加仓 |
| HUN | HUNTSMAN CORP | $31.15万 | 0.00% | 23,401 | 12,037 | 105.9% | $16.02万 | 重新持有 |
| GMED | GLOBUS MED INC | $31.16万 | 0.00% | 3,617 | 3,617 | — | $31.16万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $31.20万 | 0.00% | 11,887 | -316 | -2.6% | -$8,295 | 减仓 |
| MOD | MODINE MFG CO | $31.27万 | 0.00% | 1,443 | -127 | -8.1% | -$2.75万 | 重新持有 |
| ATR | APTARGROUP INC | $31.30万 | 0.00% | 2,484 | 2,484 | — | $31.30万 | 新建仓 |
| MOS | MOSAIC CO | $31.38万 | 0.00% | 12,304 | 2,917 | 31.1% | $7.44万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $31.38万 | 0.00% | 1,260 | 1,260 | — | $31.38万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $31.40万 | 0.00% | 18,233 | 18,233 | — | $31.40万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $31.44万 | 0.00% | 5,040 | 5,040 | — | $31.44万 | 新建仓 |
| TWLO | TWILIO INC | $31.48万 | 0.00% | 2,502 | 850 | 51.5% | $10.69万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $31.55万 | 0.00% | 8,344 | 8,344 | — | $31.55万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $31.56万 | 0.00% | 6,807 | 204 | 3.1% | $9,457 | 加仓 |
| VVV | VALVOLINE INC | $31.60万 | 0.00% | 9,382 | 9,382 | — | $31.60万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $31.61万 | 0.00% | 3,375 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $31.68万 | 0.00% | 4,817 | 4,817 | — | $31.68万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $31.85万 | 0.00% | 11,119 | 11,119 | — | $31.85万 | 新建仓 |
| FMC | FMC CORP | $31.89万 | 0.00% | 18,519 | 18,519 | — | $31.89万 | 新建仓 |
| — | AMCOR PLC | $32.03万 | 0.00% | 8,059 | -7,138 | -47.0% | -$28.37万 | 减仓 |
| — | AIR LEASE CORP | $32.13万 | 0.00% | 4,947 | 4,947 | — | $32.13万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $32.14万 | 0.00% | 15,491 | -3,743 | -19.5% | -$7.77万 | 减仓 |
| NICE | NICE LTD | $32.28万 | 0.00% | 2,928 | 638 | 27.9% | $7.03万 | 加仓 |
| RYN | RAYONIER INC | $32.32万 | 0.00% | 15,673 | 15,673 | — | $32.32万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $32.36万 | 0.00% | 6,720 | 6,720 | — | $32.36万 | 新建仓 |
| SETM | SPROTT FDS TR | $32.39万 | 0.00% | 9,790 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $32.45万 | 0.00% | 1,813 | 215 | 13.5% | $3.85万 | 加仓 |
| MLRG | ISHARES TR | $32.51万 | 0.00% | 3,616 | 64 | 1.8% | $5,754 | 加仓 |
| MHK | MOHAWK INDS INC | $32.52万 | 0.00% | 3,303 | 501 | 17.9% | $4.93万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $32.52万 | 0.00% | 8,843 | 31 | 0.4% | $1,140 | 加仓 |
| LSTR | LANDSTAR SYS INC | $32.58万 | 0.00% | 2,032 | 512 | 33.7% | $8.21万 | 加仓 |
| SCI | SERVICE CORP INTL | $32.66万 | 0.00% | 3,958 | 3,958 | — | $32.66万 | 新建仓 |
| PINS | PINTEREST INC | $32.70万 | 0.00% | 17,828 | -19,014 | -51.6% | -$34.87万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $32.71万 | 0.00% | 16,816 | -232 | -1.4% | -$4,512 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $32.80万 | 0.00% | 11,959 | 11,959 | — | $32.80万 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $32.84万 | 0.00% | 5,191 | 5,191 | — | $32.84万 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $33.00万 | 0.00% | 8,436 | 8,436 | — | $33.00万 | 新建仓 |
| UMBF | UMB FINL CORP | $33.01万 | 0.00% | 2,927 | 1,083 | 58.7% | $12.22万 | 加仓 |
| ACI | ALBERTSONS COS INC | $33.02万 | 0.00% | 19,380 | 19,380 | — | $33.02万 | 新建仓 |
| — | TOPBUILD COR | $33.06万 | 0.00% | 941 | 428 | 83.4% | $15.04万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $33.10万 | 0.00% | 5,603 | -2,626 | -31.9% | -$15.51万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $33.12万 | 0.00% | 5,321 | 5,321 | — | $33.12万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $33.22万 | 0.00% | 1,620 | 1,620 | — | $33.22万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $33.28万 | 0.00% | 40,830 | 14,517 | 55.2% | $11.83万 | 加仓 |
| LII | LENNOX INTL INC | $33.28万 | 0.00% | 717 | 65 | 10.0% | $3.02万 | 加仓 |
| APG | API GROUP CORP | $33.30万 | 0.00% | 8,218 | 8,218 | — | $33.30万 | 新建仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $33.33万 | 0.00% | 10,078 | 10,078 | — | $33.33万 | 新建仓 |
| UGI | UGI CORP NEW | $33.34万 | 0.00% | 9,153 | -801 | -8.0% | -$2.92万 | 减仓 |
| RBC | RBC BEARINGS INC | $33.40万 | 0.00% | 615 | 615 | — | $33.40万 | 新建仓 |
| — | SPDR INDEX SHS FDS | $33.43万 | 0.00% | 8,224 | 274 | 3.4% | $1.11万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $33.47万 | 0.00% | 3,533 | 623 | 21.4% | $5.90万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $33.56万 | 0.00% | 5,944 | -1 | -0.0% | -$56 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $33.57万 | 0.00% | 20,422 | 5,080 | 33.1% | $8.35万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $33.58万 | 0.00% | 21,359 | -15,664 | -42.3% | -$24.62万 | 减仓 |
| CSL | CARLISLE COS INC | $33.60万 | 0.00% | 1,007 | 329 | 48.5% | $10.98万 | 加仓 |
| EPR | EPR PPTYS | $33.62万 | 0.00% | 6,729 | 6,729 | — | $33.62万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $33.67万 | 0.00% | 14,394 | 14,394 | — | $33.67万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $33.69万 | 0.00% | 14,875 | 6,146 | 70.4% | $13.92万 | 加仓 |