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 |
|---|---|---|---|---|---|---|---|---|
| HOMB | HOME BANCSHARES INC | $33.76万 | 0.00% | 12,535 | 12,535 | — | $33.76万 | 新建仓 |
| WWD | WOODWARD INC | $33.80万 | 0.00% | 944 | 944 | — | $33.80万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $33.85万 | 0.00% | 1,166 | 1,166 | — | $33.85万 | 新建仓 |
| NUTX | NUTEX HEALTH INC | $34.08万 | 0.00% | 3,586 | 3,586 | — | $34.08万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $34.09万 | 0.00% | 1,728 | 237 | 15.9% | $4.68万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $34.13万 | 0.00% | 4,996 | 866 | 21.0% | $5.92万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $34.14万 | 0.00% | 7,451 | -869 | -10.4% | -$3.98万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $34.16万 | 0.00% | 14,051 | -5,914 | -29.6% | -$14.38万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $34.24万 | 0.00% | 8,786 | 1,973 | 29.0% | $7.69万 | 加仓 |
| DHS | WISDOMTREE TR | $34.31万 | 0.00% | 3,141 | 241 | 8.3% | $2.63万 | 加仓 |
| RLI | RLI CORP | $34.37万 | 0.00% | 6,025 | 6,025 | — | $34.37万 | 新建仓 |
| — | GLOBAL X FDS | $34.40万 | 0.00% | 4,065 | 4,065 | — | $34.40万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $34.56万 | 0.00% | 37,856 | 19,746 | 109.0% | $18.03万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $34.58万 | 0.00% | 1,076 | 1,076 | — | $34.58万 | 新建仓 |
| GDDY | GODADDY INC | $34.59万 | 0.00% | 4,184 | 1,223 | 41.3% | $10.11万 | 加仓 |
| AA | ALCOA CORP | $34.59万 | 0.00% | 5,215 | 1,318 | 33.8% | $8.74万 | 加仓 |
| LOGI | LOGITECH INTL S A | $34.67万 | 0.00% | 3,805 | 300 | 8.6% | $2.73万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $34.74万 | 0.00% | 9,204 | 9,204 | — | $34.74万 | 新建仓 |
| TS | TENARIS S A | $34.80万 | 0.00% | 5,981 | -335 | -5.3% | -$1.95万 | 减仓 |
| ITM | VANECK ETF TRUST | $34.82万 | 0.00% | 7,496 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $34.86万 | 0.00% | 3,881 | 3,881 | — | $34.86万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $34.89万 | 0.00% | 4,210 | 1,183 | 39.1% | $9.80万 | 加仓 |
| SSUS | STRATEGY SHS | $34.94万 | 0.00% | 7,476 | 7,476 | — | $34.94万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $34.94万 | 0.00% | 5,847 | -2,881 | -33.0% | -$17.22万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $35.11万 | 0.00% | 9,487 | 1,809 | 23.6% | $6.70万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $35.16万 | 0.00% | 1,773 | 393 | 28.5% | $7.79万 | 加仓 |
| PVH | PVH CORPORATION | $35.23万 | 0.00% | 5,050 | 5,050 | — | $35.23万 | 新建仓 |
| EVR | EVERCORE INC | $35.25万 | 0.00% | 1,181 | 30 | 2.6% | $8,955 | 加仓 |
| HYD | VANECK ETF TRUST | $35.29万 | 0.00% | 7,038 | -9,479 | -57.4% | -$47.53万 | 减仓 |
| ESML | ISHARES TR | $35.29万 | 0.00% | 7,506 | -4,005 | -34.8% | -$18.83万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $35.52万 | 0.00% | 21,272 | 4,681 | 28.2% | $7.82万 | 加仓 |
| MFC | MANULIFE FINL CORP | $35.56万 | 0.00% | 10,326 | 15 | 0.1% | $517 | 加仓 |
| RKT | ROCKET COS INC | $35.64万 | 0.00% | 25,008 | 2,348 | 10.4% | $3.35万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $35.73万 | 0.00% | 1,654 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $35.76万 | 0.00% | 9,275 | 9,275 | — | $35.76万 | 新建仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $35.85万 | 0.00% | 7,512 | 1,157 | 18.2% | $5.52万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $35.90万 | 0.00% | 3,493 | -1,815 | -34.2% | -$18.65万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $35.94万 | 0.00% | 3,767 | 3,767 | — | $35.94万 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $36.02万 | 0.00% | 15,082 | 1,365 | 10.0% | $3.26万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $36.06万 | 0.00% | 15,622 | 288 | 1.9% | $6,647 | 加仓 |
| TOST | TOAST INC | $36.18万 | 0.00% | 13,648 | -27,399 | -66.8% | -$72.63万 | 减仓 |
| MTDR | MATADOR RES CO | $36.20万 | 0.00% | 5,729 | 5,729 | — | $36.20万 | 新建仓 |
| PKX | POSCO HOLDINGS INC | $36.25万 | 0.00% | 6,197 | 6,197 | — | $36.25万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $36.27万 | 0.00% | 10,623 | 10,623 | — | $36.27万 | 新建仓 |
| BAX | BAXTER INTL INC | $36.29万 | 0.00% | 21,603 | 11,456 | 112.9% | $19.25万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $36.33万 | 0.00% | 4,273 | -219 | -4.9% | -$1.86万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $36.47万 | 0.00% | 166 | 166 | — | $36.47万 | 新建仓 |
| — | EA SERIES TRUST | $36.52万 | 0.00% | 7,665 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $36.54万 | 0.00% | 3,960 | 3,960 | — | $36.54万 | 新建仓 |
| ARGX | ARGENX SE | $36.59万 | 0.00% | 501 | -53 | -9.6% | -$3.87万 | 减仓 |
| DUOL | DUOLINGO INC | $36.70万 | 0.00% | 3,723 | 3,723 | — | $36.70万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $36.84万 | 0.00% | 7,680 | 7,680 | — | $36.84万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $36.91万 | 0.00% | 2,129 | 903 | 73.7% | $15.65万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $36.97万 | 0.00% | 39,001 | 28,790 | 282.0% | $27.29万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $37.08万 | 0.00% | 4,612 | 1,018 | 28.3% | $8.18万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $37.12万 | 0.00% | 626 | 127 | 25.5% | $7.53万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $37.14万 | 0.00% | 26,816 | 5,878 | 28.1% | $8.14万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $37.16万 | 0.00% | 3,366 | 3,366 | — | $37.16万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $37.23万 | 0.00% | 1,809 | 190 | 11.7% | $3.91万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $37.26万 | 0.00% | 8,822 | 479 | 5.7% | $2.02万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $37.32万 | 0.00% | 8,132 | -114 | -1.4% | -$5,231 | 减仓 |
| DTM | DT MIDSTREAM INC | $37.36万 | 0.00% | 2,774 | 768 | 38.3% | $10.34万 | 重新持有 |
| VSGX | VANGUARD WORLD FD | $37.50万 | 0.00% | 5,228 | 147 | 2.9% | $1.05万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $37.55万 | 0.00% | 15,898 | 7,083 | 80.4% | $16.73万 | 加仓 |
| HLN | HALEON PLC | $37.76万 | 0.00% | 37,722 | -859 | -2.2% | -$8,598 | 减仓 |
| PATH | UIPATH INC | $37.81万 | 0.00% | 34,061 | 34,061 | — | $37.81万 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $37.84万 | 0.00% | 5,202 | 5,202 | — | $37.84万 | 新建仓 |
| LEA | LEAR CORP | $37.92万 | 0.00% | 3,132 | 3,132 | — | $37.92万 | 新建仓 |
| OC | OWENS CORNING NEW | $38.00万 | 0.00% | 3,511 | 1,536 | 77.8% | $16.62万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $38.25万 | 0.00% | 15,270 | 3,245 | 27.0% | $8.13万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $38.36万 | 0.00% | 16,494 | 210 | 1.3% | $4,885 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $38.37万 | 0.00% | 3,967 | -4,509 | -53.2% | -$43.62万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $38.46万 | 0.00% | 35,806 | 22,856 | 176.5% | $24.55万 | 加仓 |
| GIB | CGI INC | $38.57万 | 0.00% | 5,276 | 145 | 2.8% | $1.06万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $38.58万 | 0.00% | 25,633 | 11,318 | 79.1% | $17.03万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $38.64万 | 0.00% | 1,848 | 394 | 27.1% | $8.24万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $38.64万 | 0.00% | 15,994 | 2,837 | 21.6% | $6.85万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $38.73万 | 0.00% | 3,038 | 3,038 | — | $38.73万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $38.82万 | 0.00% | 15,278 | 2,703 | 21.5% | $6.87万 | 加仓 |
| MDU | MDU RES GROUP INC | $38.95万 | 0.00% | 18,798 | 18,798 | — | $38.95万 | 新建仓 |
| ASH | ASHLAND INC | $39.00万 | 0.00% | 7,012 | 7,012 | — | $39.00万 | 新建仓 |
| — | WEBSTER FINL CORP | $39.06万 | 0.00% | 5,627 | -2,608 | -31.7% | -$18.11万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $39.10万 | 0.00% | 960 | 65 | 7.3% | $2.65万 | 加仓 |
| IDU | ISHARES TR | $39.14万 | 0.00% | 3,372 | -518 | -13.3% | -$6.01万 | 减仓 |
| CCK | CROWN HLDGS INC | $39.15万 | 0.00% | 3,905 | 3,905 | — | $39.15万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $39.16万 | 0.00% | 7,312 | 2,533 | 53.0% | $13.57万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $39.35万 | 0.00% | 1,293 | -148 | -10.3% | -$4.50万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $39.53万 | 0.00% | 1,490 | 659 | 79.3% | $17.48万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $39.64万 | 0.00% | 10,497 | 10,497 | — | $39.64万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $39.86万 | 0.00% | 5,036 | 5,036 | — | $39.86万 | 新建仓 |
| TRIN | TRINITY CAP INC | $39.93万 | 0.00% | 27,147 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $39.94万 | 0.00% | 15,153 | 3,389 | 28.8% | $8.93万 | 加仓 |
| IVZ | INVESCO LTD | $40.02万 | 0.00% | 16,477 | 5,202 | 46.1% | $12.64万 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $40.10万 | 0.00% | 30,469 | 30,469 | — | $40.10万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $40.19万 | 0.00% | 9,057 | 9,057 | — | $40.19万 | 新建仓 |
| CBZ | CBIZ INC | $40.20万 | 0.00% | 14,972 | 1,638 | 12.3% | $4.40万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $40.26万 | 0.00% | 18,806 | 18,806 | — | $40.26万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $40.30万 | 0.00% | 6,096 | 192 | 3.3% | $1.27万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $40.40万 | 0.00% | 1,025 | 334 | 48.3% | $13.16万 | 加仓 |
| SOLV | SOLVENTUM CORP | $40.43万 | 0.00% | 6,192 | 719 | 13.1% | $4.70万 | 加仓 |