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 |
|---|---|---|---|---|---|---|---|---|
| PK | PARK HOTELS & RESORTS INC | $48.97万 | 0.00% | 46,509 | 36,101 | 346.9% | $38.01万 | 重新持有 |
| VOD | VODAFONE GROUP PLC | $48.99万 | 0.00% | 32,619 | 5,097 | 18.5% | $7.66万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $49.09万 | 0.00% | 811 | 279 | 52.4% | $16.89万 | 加仓 |
| TKR | TIMKEN CO | $49.10万 | 0.00% | 4,882 | 1,916 | 64.6% | $19.27万 | 加仓 |
| INVH | INVITATION HOMES INC | $49.18万 | 0.00% | 19,791 | 10,185 | 106.0% | $25.31万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $49.43万 | 0.00% | 9,934 | -3,331 | -25.1% | -$16.57万 | 减仓 |
| HPQ | HP INC | $49.66万 | 0.00% | 25,849 | 2,845 | 12.4% | $5.47万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $49.72万 | 0.00% | 6,728 | 6,728 | — | $49.72万 | 新建仓 |
| FTDR | FRONTDOOR INC | $50.10万 | 0.00% | 9,477 | 9,477 | — | $50.10万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $50.23万 | 0.00% | 10,093 | 3,093 | 44.2% | $15.39万 | 加仓 |
| STIP | ISHARES TR | $50.26万 | 0.00% | 4,863 | -10,166 | -67.6% | -$105.06万 | 减仓 |
| HUBB | HUBBELL INC | $50.30万 | 0.00% | 1,025 | 143 | 16.2% | $7.02万 | 加仓 |
| VOX | VANGUARD WORLD FD | $50.58万 | 0.00% | 2,810 | 9 | 0.3% | $1,620 | 加仓 |
| VTRS | VIATRIS INC | $50.70万 | 0.00% | 37,531 | 4,134 | 12.4% | $5.59万 | 加仓 |
| FLS | FLOWSERVE CORP | $50.79万 | 0.00% | 6,909 | 987 | 16.7% | $7.26万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $51.16万 | 0.00% | 8,412 | 4,203 | 99.9% | $25.56万 | 加仓 |
| SUSL | ISHARES TR | $51.25万 | 0.00% | 4,510 | 1 | 0.0% | $114 | 加仓 |
| NWSA | NEWS CORP NEW | $51.33万 | 0.00% | 20,588 | 3,301 | 19.1% | $8.23万 | 加仓 |
| NVT | NVENT ELEC PLC | $51.47万 | 0.00% | 4,352 | -9,927 | -69.5% | -$117.41万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $51.60万 | 0.00% | 27,684 | 8,522 | 44.5% | $15.88万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $51.75万 | 0.00% | 7,001 | 2,753 | 64.8% | $20.35万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $51.76万 | 0.00% | 13,949 | 5,369 | 62.6% | $19.92万 | 加仓 |
| RS | RELIANCE INC | $51.79万 | 0.00% | 1,704 | 340 | 24.9% | $10.33万 | 加仓 |
| SKM | SK TELECOM CO LTD | $51.89万 | 0.00% | 17,716 | 6,885 | 63.6% | $20.17万 | 加仓 |
| DGS | WISDOMTREE TR | $51.99万 | 0.00% | 8,650 | 150 | 1.8% | $9,015 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $52.01万 | 0.00% | 10,629 | 3,765 | 54.9% | $18.42万 | 加仓 |
| ITB | ISHARES TR | $52.01万 | 0.00% | 5,740 | -979 | -14.6% | -$8.87万 | 减仓 |
| CART | MAPLEBEAR INC | $52.07万 | 0.00% | 13,901 | 7,186 | 107.0% | $26.92万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $52.33万 | 0.00% | 13,929 | 4,016 | 40.5% | $15.09万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $52.38万 | 0.00% | 2,873 | 358 | 14.2% | $6.53万 | 加仓 |
| WDAY | WORKDAY INC | $52.57万 | 0.00% | 4,046 | -30,790 | -88.4% | -$400.02万 | 减仓 |
| IGV | ISHARES TR | $52.57万 | 0.00% | 6,568 | -2,506 | -27.6% | -$20.06万 | 减仓 |
| NVR | NVR INC | $52.72万 | 0.00% | 80 | 35 | 77.8% | $23.06万 | 加仓 |
| ALC | ALCON AG | $52.77万 | 0.00% | 7,003 | -677 | -8.8% | -$5.10万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $52.88万 | 0.00% | 14,896 | -1,631 | -9.9% | -$5.79万 | 减仓 |
| WRB | BERKLEY W R CORP | $53.00万 | 0.00% | 7,996 | 1,204 | 17.7% | $7.98万 | 加仓 |
| RL | RALPH LAUREN CORP | $53.00万 | 0.00% | 1,541 | 62 | 4.2% | $2.13万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $53.04万 | 0.00% | 3,974 | -294 | -6.9% | -$3.92万 | 减仓 |
| ITT | ITT INC | $53.08万 | 0.00% | 2,786 | 594 | 27.1% | $11.32万 | 加仓 |
| INGR | INGREDION INC | $53.10万 | 0.00% | 4,713 | 4,713 | — | $53.10万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $53.10万 | 0.00% | 62,846 | 9,369 | 17.5% | $7.92万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $53.24万 | 0.00% | 5,629 | 5,629 | — | $53.24万 | 新建仓 |
| LVHD | LEGG MASON ETF INVT | $53.38万 | 0.00% | 12,549 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $53.49万 | 0.00% | 8,216 | -216 | -2.6% | -$1.41万 | 减仓 |
| IYE | ISHARES TR | $53.67万 | 0.00% | 8,285 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $53.73万 | 0.00% | 12,784 | 7,294 | 132.9% | $30.66万 | 加仓 |
| BG | BUNGE GLOBAL SA | $53.78万 | 0.00% | 4,228 | 1,544 | 57.5% | $19.64万 | 加仓 |
| FTV | FORTIVE CORP | $53.85万 | 0.00% | 9,741 | 1,222 | 14.3% | $6.76万 | 加仓 |
| GGG | GRACO INC | $53.93万 | 0.00% | 6,371 | 2,121 | 49.9% | $17.95万 | 加仓 |
| IYM | ISHARES TR | $53.99万 | 0.00% | 3,068 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $54.11万 | 0.00% | 6,895 | 3,879 | 128.6% | $30.44万 | 加仓 |
| TTD | THE TRADE DESK INC | $54.17万 | 0.00% | 23,874 | 12,360 | 107.3% | $28.04万 | 加仓 |
| EG | EVEREST GROUP LTD | $54.19万 | 0.00% | 1,658 | 941 | 131.2% | $30.76万 | 加仓 |
| CLX | CLOROX CO DEL | $54.35万 | 0.00% | 5,245 | 1,791 | 51.9% | $18.56万 | 加仓 |
| FOXA | FOX CORP | $54.43万 | 0.00% | 9,321 | 1,804 | 24.0% | $10.54万 | 加仓 |
| — | ISHARES TR | $54.63万 | 0.00% | 8,392 | 80 | 1.0% | $5,208 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看跌期权 | $54.66万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $54.71万 | 0.00% | 6,351 | 6,351 | — | $54.71万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $54.75万 | 0.00% | 3,661 | -805 | -18.0% | -$12.04万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $55.05万 | 0.00% | 7,385 | -74 | -1.0% | -$5,516 | 减仓 |
| ROL | ROLLINS INC | $55.10万 | 0.00% | 10,317 | 3,884 | 60.4% | $20.74万 | 加仓 |
| LDUR | PIMCO ETF TR | $55.19万 | 0.00% | 5,763 | 5,763 | — | $55.19万 | 新建仓 |
| ALLE | ALLEGION PLC | $55.20万 | 0.00% | 3,799 | 1,410 | 59.0% | $20.49万 | 加仓 |
| CDW | CDW CORP | $55.22万 | 0.00% | 4,563 | 1,196 | 35.5% | $14.47万 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC | $55.23万 | 0.00% | 8,345 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $55.33万 | 0.00% | 4,393 | 1,996 | 83.3% | $25.14万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $55.34万 | 0.00% | 3,892 | 3,892 | — | $55.34万 | 新建仓 |
| EWC | ISHARES INC | $55.45万 | 0.00% | 10,113 | 1,127 | 12.5% | $6.18万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $55.49万 | 0.00% | 24,381 | 1,189 | 5.1% | $2.71万 | 加仓 |
| TSN | TYSON FOODS INC | $55.57万 | 0.00% | 8,673 | 4,416 | 103.7% | $28.29万 | 加仓 |
| RACE | FERRARI N V | $55.98万 | 0.00% | 1,654 | 90 | 5.8% | $3.05万 | 加仓 |
| XBI | SPDR SERIES TRUST | $56.08万 | 0.00% | 4,392 | 392 | 9.8% | $5.01万 | 加仓 |
| INCY | INCYTE CORP | $56.35万 | 0.00% | 5,987 | 536 | 9.8% | $5.04万 | 加仓 |
| RRC | RANGE RES CORP | $56.44万 | 0.00% | 12,493 | 12,493 | — | $56.44万 | 新建仓 |
| BPOP | POPULAR INC | $56.46万 | 0.00% | 4,208 | 48 | 1.2% | $6,440 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $56.58万 | 0.00% | 11,611 | -153 | -1.3% | -$7,456 | 减仓 |
| — | EAGLE FINL SVCS INC | $56.64万 | 0.00% | 16,192 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $56.74万 | 0.00% | 4,077 | 431 | 11.8% | $6.00万 | 加仓 |
| AGNC | AGNC INVT CORP | $56.77万 | 0.00% | 56,596 | 42,768 | 309.3% | $42.90万 | 加仓 |
| GEN | GEN DIGITAL INC | $56.80万 | 0.00% | 30,162 | 15,547 | 106.4% | $29.28万 | 加仓 |
| WY | WEYERHAEUSER CO | $56.84万 | 0.00% | 23,266 | 7,262 | 45.4% | $17.74万 | 加仓 |
| TXNM | TXNM ENERGY INC | $57.20万 | 0.00% | 9,785 | 4,023 | 69.8% | $23.52万 | 加仓 |
| CCJ | CAMECO CORP | $57.47万 | 0.00% | 5,291 | 618 | 13.2% | $6.71万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $57.74万 | 0.00% | 2,087 | 151 | 7.8% | $4.18万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $57.84万 | 0.00% | 18,781 | 18,781 | — | $57.84万 | 新建仓 |
| CHWY | CHEWY INC | $57.95万 | 0.00% | 21,463 | 10,510 | 96.0% | $28.38万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $57.95万 | 0.00% | 13,723 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $57.97万 | 0.00% | 31,300 | -1,339 | -4.1% | -$2.48万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $58.02万 | 0.00% | 10,070 | -888 | -8.1% | -$5.12万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $58.07万 | 0.00% | 22,792 | 1,338 | 6.2% | $3.41万 | 加仓 |
| OKTA | OKTA INC | $58.33万 | 0.00% | 7,411 | 3,508 | 89.9% | $27.61万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $58.33万 | 0.00% | 2,874 | 1,115 | 63.4% | $22.63万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $58.47万 | 0.00% | 3,122 | -263 | -7.8% | -$4.93万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $58.65万 | 0.00% | 3,400 | 822 | 31.9% | $14.18万 | 加仓 |
| LINE | LINEAGE INC | $58.83万 | 0.00% | 17,957 | 10,251 | 133.0% | $33.58万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $58.94万 | 0.00% | 6,371 | 2,947 | 86.1% | $27.27万 | 加仓 |
| UDR | UDR INC | $59.01万 | 0.00% | 17,469 | 6,890 | 65.1% | $23.27万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $59.07万 | 0.00% | 30,831 | 13,061 | 73.5% | $25.02万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $59.17万 | 0.00% | 34,701 | -7,826 | -18.4% | -$13.34万 | 减仓 |
| HEZU | ISHARES TR | $59.20万 | 0.00% | 13,528 | 253 | 1.9% | $1.11万 | 加仓 |