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 |
|---|---|---|---|---|---|---|---|---|
| JBHT | HUNT J B TRANS SVCS INC | $55.29万 | 0.00% | 1,910 | -126 | -6.2% | -$3.65万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $55.37万 | 0.00% | 16,643 | 745 | 4.7% | $2.48万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $55.37万 | 0.00% | 6,633 | -174 | -2.6% | -$1.45万 | 减仓 |
| GDDY | GODADDY INC | $55.39万 | 0.00% | 6,526 | 2,342 | 56.0% | $19.88万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $55.40万 | 0.00% | 1,654 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $55.54万 | 0.00% | 7,385 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $55.54万 | 0.00% | 21,388 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $55.67万 | 0.00% | 11,139 | 203 | 1.9% | $1.01万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $55.69万 | 0.00% | 12,417 | 2,265 | 22.3% | $10.16万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $55.71万 | 0.00% | 24,986 | -4,947 | -16.5% | -$11.03万 | 减仓 |
| DGS | WISDOMTREE TR | $55.74万 | 0.00% | 8,650 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $55.75万 | 0.00% | 6,311 | -1,429 | -18.5% | -$12.62万 | 减仓 |
| ESLT | ELBIT SYS LTD | $55.79万 | 0.00% | 735 | -15 | -2.0% | -$1.14万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $55.99万 | 0.00% | 30,152 | 2,468 | 8.9% | $4.58万 | 加仓 |
| TTD | THE TRADE DESK INC | $56.10万 | 0.00% | 31,030 | 7,156 | 30.0% | $12.94万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $56.41万 | 0.00% | 12,923 | -800 | -5.8% | -$3.49万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $56.57万 | 0.00% | 2,149 | 301 | 16.3% | $7.92万 | 加仓 |
| E | ENI SPA | $56.74万 | 0.00% | 12,109 | -121,562 | -90.9% | -$569.64万 | 减仓 |
| EWC | ISHARES INC | $57.31万 | 0.00% | 9,939 | -174 | -1.7% | -$1.00万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $57.61万 | 0.00% | 4,463 | -2,876 | -39.2% | -$37.13万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $57.90万 | 0.00% | 18,781 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $57.91万 | 0.00% | 14,661 | 3,050 | 26.3% | $12.05万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $57.97万 | 0.00% | 19,623 | 4,001 | 25.6% | $11.82万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $57.98万 | 0.00% | 6,545 | -1,399 | -17.6% | -$12.39万 | 减仓 |
| POST | POST HLDGS INC | $58.17万 | 0.00% | 6,591 | -2,160 | -24.7% | -$19.06万 | 减仓 |
| IGV | ISHARES TR | $58.19万 | 0.00% | 6,424 | -144 | -2.2% | -$1.30万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $58.25万 | 0.00% | 694 | -266 | -27.7% | -$22.33万 | 减仓 |
| — | ISHARES TR | $58.48万 | 0.00% | 7,748 | -644 | -7.7% | -$4.86万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $58.55万 | 0.00% | 4,251 | -1,235 | -22.5% | -$17.01万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $58.75万 | 0.00% | 3,325 | 326 | 10.9% | $5.76万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $58.81万 | 0.00% | 19,616 | 8,643 | 78.8% | $25.91万 | 重新持有 |
| TBBK | BANCORP INC DEL | $58.89万 | 0.00% | 9,401 | 1,375 | 17.1% | $8.61万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $58.89万 | 0.00% | 6,135 | 7 | 0.1% | $672 | 加仓 |
| CBT | CABOT CORP | $58.99万 | 0.00% | 6,495 | 552 | 9.3% | $5.01万 | 加仓 |
| WDAY | WORKDAY INC | $58.99万 | 0.00% | 4,819 | 773 | 19.1% | $9.46万 | 加仓 |
| KGC | KINROSS GOLD CORP | $59.05万 | 0.00% | 25,002 | 4,521 | 22.1% | $10.68万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $59.17万 | 0.00% | 23,078 | -1,303 | -5.3% | -$3.34万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $59.25万 | 0.00% | 24,036 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $59.46万 | 0.00% | 3,175 | 763 | 31.6% | $14.29万 | 加仓 |
| FTV | FORTIVE CORP | $59.83万 | 0.00% | 9,793 | 52 | 0.5% | $3,177 | 加仓 |
| NRG | NRG ENERGY INC | $60.12万 | 0.00% | 4,116 | -2,551 | -38.3% | -$37.26万 | 减仓 |
| CDW | CDW CORP | $60.31万 | 0.00% | 4,288 | -275 | -6.0% | -$3.87万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $60.42万 | 0.00% | 23,249 | 457 | 2.0% | $1.19万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $60.55万 | 0.00% | 6,011 | 49 | 0.8% | $4,936 | 加仓 |
| CALM | CAL MAINE FOODS INC | $60.63万 | 0.00% | 7,526 | 2,490 | 49.4% | $20.06万 | 加仓 |
| WRB | BERKLEY W R CORP | $60.74万 | 0.00% | 8,612 | 616 | 7.7% | $4.34万 | 加仓 |
| ARW | ARROW ELECTRS INC | $60.84万 | 0.00% | 2,851 | -8 | -0.3% | -$1,707 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $61.42万 | 0.00% | 16,033 | -8,498 | -34.6% | -$32.56万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $61.49万 | 0.00% | 3,159 | 33 | 1.1% | $6,423 | 加仓 |
| HPQ | HP INC | $61.51万 | 0.00% | 28,035 | 2,186 | 8.5% | $4.80万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $61.77万 | 0.00% | 2,193 | 100 | 4.8% | $2.82万 | 加仓 |
| BAX | BAXTER INTL INC | $61.90万 | 0.00% | 29,035 | 7,432 | 34.4% | $15.85万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $61.91万 | 0.00% | 4,926 | -1,267 | -20.5% | -$15.92万 | 减仓 |
| BPOP | POPULAR INC | $62.14万 | 0.00% | 3,785 | -423 | -10.1% | -$6.94万 | 减仓 |
| TOL | TOLL BROTHERS INC | $62.57万 | 0.00% | 3,798 | -2,109 | -35.7% | -$34.74万 | 减仓 |
| HEZU | ISHARES TR | $62.90万 | 0.00% | 12,528 | -1,000 | -7.4% | -$5.02万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $62.97万 | 0.00% | 2,280 | 2,280 | — | $62.97万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $63.17万 | 0.00% | 8,188 | 1,996 | 32.2% | $15.40万 | 加仓 |
| TLT | ISHARES TR | $63.56万 | 0.00% | 7,359 | -25,184 | -77.4% | -$217.53万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $63.60万 | 0.00% | 6,350 | -321 | -4.8% | -$3.22万 | 减仓 |
| USHY | ISHARES TR | $63.97万 | 0.00% | 17,284 | -159,378 | -90.2% | -$589.87万 | 减仓 |
| LCTD | BLACKROCK ETF TRUST | $64.01万 | 0.00% | 11,097 | -2,360 | -17.5% | -$13.61万 | 减仓 |
| KRE | SPDR SERIES TRUST | $64.04万 | 0.00% | 8,559 | 343 | 4.2% | $2.57万 | 加仓 |
| ICLN | ISHARES TR | $64.29万 | 0.00% | 31,304 | 19,307 | 160.9% | $39.65万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $64.58万 | 0.00% | 10,585 | 2,245 | 26.9% | $13.70万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $64.79万 | 0.00% | 8,477 | -3,662 | -30.2% | -$27.99万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $64.81万 | 0.00% | 7,215 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $64.84万 | 0.00% | 1,815 | 157 | 9.5% | $5.61万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $65.01万 | 0.00% | 1,054 | 29 | 2.8% | $1.79万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $65.12万 | 0.00% | 21,583 | -2,318 | -9.7% | -$6.99万 | 减仓 |
| GRMN | GARMIN LTD | $65.13万 | 0.00% | 2,742 | -527 | -16.1% | -$12.52万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $65.25万 | 0.00% | 19,937 | 1,739 | 9.6% | $5.69万 | 加仓 |
| DB | DEUTSCHE BK AG | $65.27万 | 0.00% | 19,335 | -7,022 | -26.6% | -$23.71万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $65.45万 | 0.00% | 7,602 | 117 | 1.6% | $1.01万 | 加仓 |
| OGE | OGE ENERGY CORP | $65.86万 | 0.00% | 13,534 | 927 | 7.4% | $4.51万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $66.14万 | 0.00% | 9,559 | -511 | -5.1% | -$3.54万 | 减仓 |
| HYG | ISHARES TR | $66.14万 | 0.00% | 8,278 | -648 | -7.3% | -$5.18万 | 减仓 |
| PPL | PPL CORP | $66.46万 | 0.00% | 18,284 | -2,378 | -11.5% | -$8.64万 | 减仓 |
| AES | AES CORP | $66.76万 | 0.00% | 45,537 | -33,005 | -42.0% | -$48.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $66.90万 | 0.00% | 9,576 | -203 | -2.1% | -$1.42万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $66.97万 | 0.00% | 7,728 | -1,521 | -16.4% | -$13.18万 | 减仓 |
| XBI | SPDR SERIES TRUST | $67.12万 | 0.00% | 4,242 | -150 | -3.4% | -$2.37万 | 减仓 |
| NI | NISOURCE INC | $67.12万 | 0.00% | 14,117 | -3,182 | -18.4% | -$15.13万 | 减仓 |
| — | EAGLE FINL SVCS INC | $67.13万 | 0.00% | 16,192 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $67.16万 | 0.00% | 12,958 | 3,752 | 40.8% | $19.45万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $67.34万 | 0.00% | 4,460 | 4,460 | — | $67.34万 | 新建仓 |
| META | META PLATFORMS INC 看跌期权 | $67.59万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $67.68万 | 0.00% | 4,759 | 868 | 22.3% | $12.34万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $67.92万 | 0.00% | 3,923 | -51 | -1.3% | -$8,829 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $68.10万 | 0.00% | 33,465 | 360 | 1.1% | $7,326 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $68.41万 | 0.00% | 6,848 | 477 | 7.5% | $4.77万 | 加仓 |
| SHLD | GLOBAL X FDS | $68.42万 | 0.00% | 11,449 | 5,015 | 77.9% | $29.97万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $68.42万 | 0.00% | 2,873 | -249 | -8.0% | -$5.93万 | 减仓 |
| CSGP | COSTAR GROUP INC | $68.60万 | 0.00% | 24,222 | 13,659 | 129.3% | $38.68万 | 加仓 |
| BE | BLOOM ENERGY CORP | $68.62万 | 0.00% | 2,267 | 232 | 11.4% | $7.02万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $68.97万 | 0.00% | 5,680 | 658 | 13.1% | $7.99万 | 加仓 |
| DOCU | DOCUSIGN INC | $68.99万 | 0.00% | 15,530 | -1,526 | -8.9% | -$6.78万 | 减仓 |
| RS | RELIANCE INC | $69.04万 | 0.00% | 1,848 | 144 | 8.5% | $5.38万 | 加仓 |
| GPN | GLOBAL PMTS INC | $69.26万 | 0.00% | 9,546 | -1,084 | -10.2% | -$7.87万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $69.28万 | 0.00% | 13,473 | -456 | -3.3% | -$2.34万 | 减仓 |