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 |
|---|---|---|---|---|---|---|---|---|
| CIEN | CIENA CORP | $75.51万 | 0.00% | 1,945 | 493 | 34.0% | $19.14万 | 加仓 |
| HAS | HASBRO INC | $75.63万 | 0.00% | 8,080 | 2,404 | 42.4% | $22.50万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $75.70万 | 0.00% | 4,487 | 3,205 | 250.0% | $54.07万 | 重新持有 |
| GRMN | GARMIN LTD | $75.84万 | 0.00% | 3,269 | -2,661 | -44.9% | -$61.74万 | 减仓 |
| BXP | BXP INC | $76.39万 | 0.00% | 14,719 | -3,365 | -18.6% | -$17.46万 | 减仓 |
| HUBS | HUBSPOT INC | $76.72万 | 0.00% | 3,143 | 1,946 | 162.6% | $47.50万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $76.88万 | 0.00% | 6,128 | 403 | 7.0% | $5.06万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $77.06万 | 0.00% | 14,074 | 1,032 | 7.9% | $5.65万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $77.21万 | 0.00% | 6,723 | 1,120 | 20.0% | $12.86万 | 加仓 |
| DT | DYNATRACE INC | $77.23万 | 0.00% | 20,885 | 11,248 | 116.7% | $41.60万 | 加仓 |
| ILMN | ILLUMINA INC | $77.36万 | 0.00% | 6,276 | 1,633 | 35.2% | $20.13万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $77.74万 | 0.00% | 2,100 | -200 | -8.7% | -$7.40万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $77.75万 | 0.00% | 5,428 | -853 | -13.6% | -$12.22万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $77.76万 | 0.00% | 6,367 | -867 | -12.0% | -$10.59万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $77.86万 | 0.00% | 8,117 | -1,029 | -11.3% | -$9.87万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $78.13万 | 0.00% | 5,103 | 1,180 | 30.1% | $18.07万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $78.27万 | 0.00% | 18,136 | 552 | 3.1% | $2.38万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $78.32万 | 0.00% | 32,270 | -1,048 | -3.1% | -$2.54万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $78.35万 | 0.00% | 7,339 | 4,515 | 159.9% | $48.20万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $78.43万 | 0.00% | 4,156 | 2,214 | 114.0% | $41.78万 | 加仓 |
| DB | DEUTSCHE BK AG | $78.49万 | 0.00% | 26,357 | -2,798 | -9.6% | -$8.33万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $78.54万 | 0.00% | 4,008 | 775 | 24.0% | $15.19万 | 加仓 |
| KB | KB FINL GROUP INC | $78.65万 | 0.00% | 7,887 | 1,216 | 18.2% | $12.13万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $78.68万 | 0.00% | 10,400 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $78.93万 | 0.00% | 20,662 | 5,931 | 40.3% | $22.66万 | 加仓 |
| SUSB | ISHARES TR | $79.32万 | 0.00% | 31,671 | -5,305 | -14.3% | -$13.29万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $79.62万 | 0.00% | 8,836 | 1,292 | 17.1% | $11.64万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $79.82万 | 0.00% | 17,078 | -1,928 | -10.1% | -$9.01万 | 减仓 |
| CPAY | CORPAY INC | $79.99万 | 0.00% | 2,749 | 596 | 27.7% | $17.34万 | 加仓 |
| SNA | SNAP ON INC | $80.13万 | 0.00% | 2,206 | 399 | 22.1% | $14.49万 | 加仓 |
| PMBS | PIMCO ETF TR | $80.23万 | 0.00% | 16,185 | 16,185 | — | $80.23万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $80.31万 | 0.00% | 10,420 | -1,595 | -13.3% | -$12.29万 | 减仓 |
| CRH | CRH PLC | $80.50万 | 0.00% | 7,658 | 112 | 1.5% | $1.18万 | 加仓 |
| TOL | TOLL BROTHERS INC | $80.61万 | 0.00% | 5,907 | 3,136 | 113.2% | $42.80万 | 加仓 |
| FTI | TECHNIPFMC PLC | $80.63万 | 0.00% | 11,663 | 3,641 | 45.4% | $25.17万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $80.67万 | 0.00% | 8,060 | 3,394 | 72.7% | $33.97万 | 加仓 |
| NI | NISOURCE INC | $80.72万 | 0.00% | 17,299 | 11,067 | 177.6% | $51.64万 | 加仓 |
| DOCU | DOCUSIGN INC | $80.86万 | 0.00% | 17,056 | 11,172 | 189.9% | $52.97万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $81.53万 | 0.01% | 9,045 | 3,368 | 59.3% | $30.36万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $81.69万 | 0.01% | 12,639 | -3,420 | -21.3% | -$22.10万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $81.72万 | 0.01% | 32,193 | 32,193 | — | $81.72万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $82.16万 | 0.01% | 3,395 | 836 | 32.7% | $20.23万 | 加仓 |
| VDE | VANGUARD WORLD FD | $82.34万 | 0.01% | 4,758 | 16 | 0.3% | $2,769 | 加仓 |
| USFD | US FOODS HLDG CORP | $82.98万 | 0.01% | 8,998 | 2,495 | 38.4% | $23.01万 | 加仓 |
| NTRA | NATERA INC | $83.00万 | 0.01% | 4,150 | 1,799 | 76.5% | $35.98万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $83.42万 | 0.01% | 17,970 | 9,310 | 107.5% | $43.22万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $83.54万 | 0.01% | 1,967 | 460 | 30.5% | $19.54万 | 加仓 |
| KVUE | KENVUE INC | $83.61万 | 0.01% | 48,496 | 3,882 | 8.7% | $6.69万 | 加仓 |
| IJJ | ISHARES TR | $83.76万 | 0.01% | 6,328 | 3 | 0.0% | $397 | 加仓 |
| HEDJ | WISDOMTREE TR | $83.77万 | 0.01% | 16,016 | -800 | -4.8% | -$4.18万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $83.99万 | 0.01% | 12,139 | 12,139 | — | $83.99万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $83.99万 | 0.01% | 3,891 | 159 | 4.3% | $3.43万 | 加仓 |
| HYDB | ISHARES TR | $84.24万 | 0.01% | 18,159 | -1,618 | -8.2% | -$7.51万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $84.71万 | 0.01% | 23,901 | 83 | 0.3% | $2,942 | 加仓 |
| REG | REGENCY CTRS CORP | $84.83万 | 0.01% | 11,212 | 4,119 | 58.1% | $31.16万 | 加仓 |
| P | EVERPURE INC | $84.99万 | 0.01% | 14,395 | -11,199 | -43.8% | -$66.12万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $85.50万 | 0.01% | 5,262 | 940 | 21.7% | $15.27万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $85.63万 | 0.01% | 4,626 | 1,132 | 32.4% | $20.95万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $85.68万 | 0.01% | 11,810 | 3,268 | 38.3% | $23.71万 | 加仓 |
| UBS | UBS GROUP AG | $85.86万 | 0.01% | 21,976 | -429 | -1.9% | -$1.68万 | 减仓 |
| URA | GLOBAL X FDS | $85.90万 | 0.01% | 17,737 | 17,737 | — | $85.90万 | 新建仓 |
| FIVE | FIVE BELOW INC | $86.21万 | 0.01% | 3,773 | 3,773 | — | $86.21万 | 新建仓 |
| POST | POST HLDGS INC | $86.51万 | 0.01% | 8,751 | 3,837 | 78.1% | $37.93万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $86.70万 | 0.01% | 5,486 | -675 | -11.0% | -$10.67万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $86.71万 | 0.01% | 4,570 | 614 | 15.5% | $11.65万 | 加仓 |
| VLTO | VERALTO CORP | $87.24万 | 0.01% | 9,867 | 2,923 | 42.1% | $25.84万 | 加仓 |
| BCS | BARCLAYS PLC | $87.25万 | 0.01% | 41,235 | -4,644 | -10.1% | -$9.83万 | 减仓 |
| NOV | NOV INC | $87.40万 | 0.01% | 46,464 | 16,792 | 56.6% | $31.59万 | 加仓 |
| ACWX | ISHARES TR | $87.41万 | 0.01% | 12,766 | 6,213 | 94.8% | $42.54万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $87.50万 | 0.01% | 6,002 | -85 | -1.4% | -$1.24万 | 减仓 |
| LEN | LENNAR CORP | $87.73万 | 0.01% | 10,103 | 677 | 7.2% | $5.88万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $88.56万 | 0.01% | 14,061 | -235 | -1.6% | -$1.48万 | 减仓 |
| CMS | CMS ENERGY CORP | $88.94万 | 0.01% | 11,465 | 2,362 | 25.9% | $18.32万 | 加仓 |
| ORI | OLD REP INTL CORP | $89.28万 | 0.01% | 22,377 | 13,549 | 153.5% | $54.06万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $89.50万 | 0.01% | 21,947 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $89.95万 | 0.01% | 7,891 | 1,527 | 24.0% | $17.41万 | 加仓 |
| NWG | NATWEST GROUP PLC | $90.04万 | 0.01% | 60,427 | -4,442 | -6.8% | -$6.62万 | 减仓 |
| DASH | DOORDASH INC | $90.05万 | 0.01% | 5,997 | -726 | -10.8% | -$10.90万 | 减仓 |
| KIM | KIMCO REALTY CORP | $90.51万 | 0.01% | 40,278 | 9,518 | 30.9% | $21.39万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $90.65万 | 0.01% | 15,326 | 733 | 5.0% | $4.34万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $90.68万 | 0.01% | 17,856 | 159 | 0.9% | $8,074 | 加仓 |
| — | AVALONBAY CMNTYS INC | $90.78万 | 0.01% | 5,557 | 1,350 | 32.1% | $22.05万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $90.98万 | 0.01% | 4,658 | 1,182 | 34.0% | $23.09万 | 加仓 |
| IYG | ISHARES TR | $91.26万 | 0.01% | 11,019 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $91.43万 | 0.01% | 18,048 | 3,310 | 22.5% | $16.77万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $91.80万 | 0.01% | 30,973 | 30,973 | — | $91.80万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $92.02万 | 0.01% | 19,208 | 5,800 | 43.3% | $27.79万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $92.06万 | 0.01% | 7,865 | 7,865 | — | $92.06万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $92.25万 | 0.01% | 56,145 | 5,660 | 11.2% | $9.30万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $92.48万 | 0.01% | 4,530 | 869 | 23.7% | $17.74万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $92.56万 | 0.01% | 3,693 | 58 | 1.6% | $1.45万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $92.88万 | 0.01% | 13,402 | -162 | -1.2% | -$1.12万 | 减仓 |
| PKG | PACKAGING CORP AMER | $93.25万 | 0.01% | 4,394 | 2,032 | 86.0% | $43.12万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $93.26万 | 0.01% | 19,776 | 5,497 | 38.5% | $25.92万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $93.44万 | 0.01% | 22,560 | 28 | 0.1% | $1,160 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $93.45万 | 0.01% | 19,652 | -707 | -3.5% | -$3.36万 | 减仓 |
| MAS | MASCO CORP | $93.76万 | 0.01% | 15,531 | 805 | 5.5% | $4.86万 | 加仓 |
| VMC | VULCAN MATLS CO | $93.78万 | 0.01% | 3,444 | 792 | 29.9% | $21.57万 | 加仓 |
| AOR | ISHARES TR | $94.26万 | 0.01% | 14,654 | -6,557 | -30.9% | -$42.18万 | 减仓 |
| LQD | ISHARES TR | $94.30万 | 0.01% | 8,662 | -219 | -2.5% | -$2.38万 | 减仓 |