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 |
|---|---|---|---|---|---|---|---|---|
| URA | GLOBAL X FDS | $78.88万 | 0.00% | 18,137 | 400 | 2.3% | $1.74万 | 加仓 |
| GLP | GLOBAL PARTNERS LP | $78.84万 | 0.00% | 16,922 | 259 | 1.6% | $1.21万 | 加仓 |
| HEDJ | WISDOMTREE TR | $78.67万 | 0.00% | 13,832 | -2,184 | -13.6% | -$12.42万 | 减仓 |
| EMN | EASTMAN CHEM CO | $78.58万 | 0.00% | 11,732 | -1,579 | -11.9% | -$10.58万 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $78.33万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| SMLV | SPDR SERIES TRUST | $78.32万 | 0.00% | 4,978 | -180 | -3.5% | -$2.83万 | 减仓 |
| PKG | PACKAGING CORP AMER | $78.13万 | 0.00% | 3,279 | -1,115 | -25.4% | -$26.57万 | 减仓 |
| SSO | PROSHARES TR | $78.10万 | 0.00% | 11,580 | -160 | -1.4% | -$1.08万 | 减仓 |
| EQNR | EQUINOR ASA | $78.06万 | 0.00% | 24,861 | 1,397 | 6.0% | $4.39万 | 加仓 |
| INCY | INCYTE CORP | $77.95万 | 0.00% | 6,876 | 889 | 14.8% | $10.08万 | 加仓 |
| IJK | ISHARES TR | $77.80万 | 0.00% | 6,624 | 28 | 0.4% | $3,289 | 加仓 |
| GLDM | WORLD GOLD TR | $77.57万 | 0.00% | 9,739 | 2,242 | 29.9% | $17.86万 | 加仓 |
| BBY | BEST BUY INC | $77.52万 | 0.00% | 10,216 | -83,407 | -89.1% | -$632.89万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $77.51万 | 0.00% | 4,187 | -290 | -6.5% | -$5.37万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $77.17万 | 0.00% | 34,514 | 5,358 | 18.4% | $11.98万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $77.08万 | 0.00% | 8,564 | -64 | -0.7% | -$5,760 | 减仓 |
| CHAT | TIDAL TRUST II | $76.88万 | 0.00% | 7,791 | 605 | 8.4% | $5.97万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $76.87万 | 0.00% | 9,426 | 1,975 | 26.5% | $16.11万 | 加仓 |
| IESC | IES HOLDINGS INC | $76.70万 | 0.00% | 1,044 | 126 | 13.7% | $9.26万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $76.45万 | 0.00% | 32,242 | 1,411 | 4.6% | $3.35万 | 加仓 |
| NVR | NVR INC | $76.31万 | 0.00% | 112 | 32 | 40.0% | $21.80万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $76.18万 | 0.00% | 5,563 | 301 | 5.7% | $4.12万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $76.15万 | 0.00% | 2,800 | -2,603 | -48.2% | -$70.79万 | 重新持有 |
| VRSN | VERISIGN INC | $76.07万 | 0.00% | 3,024 | 218 | 7.8% | $5.48万 | 加仓 |
| CART | MAPLEBEAR INC | $75.74万 | 0.00% | 15,995 | 2,094 | 15.1% | $9.92万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $75.62万 | 0.00% | 12,558 | -177 | -1.4% | -$1.07万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $75.55万 | 0.00% | 14,358 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $75.47万 | 0.00% | 17,449 | -508 | -2.8% | -$2.20万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $75.46万 | 0.00% | 7,480 | 1,129 | 17.8% | $11.39万 | 加仓 |
| NVT | NVENT ELEC PLC | $75.39万 | 0.00% | 4,445 | 93 | 2.1% | $1.58万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $75.38万 | 0.00% | 14,454 | -5,322 | -26.9% | -$27.75万 | 减仓 |
| ALNT | ALLIENT INC | $75.10万 | 0.00% | 7,296 | 245 | 3.5% | $2.52万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $74.48万 | 0.00% | 17,248 | -6,816 | -28.3% | -$29.43万 | 减仓 |
| — | ISHARES ETHEREUM TR | $74.39万 | 0.00% | 62,531 | -5,019 | -7.4% | -$5.97万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $74.12万 | 0.00% | 17,885 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $73.85万 | 0.00% | 126,671 | 1,841 | 1.5% | $1.07万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $73.81万 | 0.00% | 15,805 | 5,470 | 52.9% | $25.54万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $73.69万 | 0.00% | 8,235 | -517 | -5.9% | -$4.63万 | 减仓 |
| IYJ | ISHARES TR | $73.60万 | 0.00% | 4,416 | 2 | 0.0% | $333 | 加仓 |
| STM | STMICROELECTRONICS N V | $73.19万 | 0.00% | 9,773 | 1,293 | 15.2% | $9.68万 | 加仓 |
| SKM | SK TELECOM CO LTD | $72.92万 | 0.00% | 22,675 | 4,959 | 28.0% | $15.95万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $72.87万 | 0.00% | 70,682 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE LISTED FDS TR | $72.62万 | 0.00% | 7,476 | -360 | -4.6% | -$3.50万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $72.34万 | 0.00% | 1,366 | 21 | 1.6% | $1.11万 | 加仓 |
| RDN | RADIAN GROUP INC | $72.33万 | 0.00% | 19,201 | 5,545 | 40.6% | $20.89万 | 加仓 |
| DLTR | DOLLAR TREE INC | $72.21万 | 0.00% | 5,971 | 302 | 5.3% | $3.65万 | 加仓 |
| NUTX | NUTEX HEALTH INC | $72.18万 | 0.00% | 4,224 | 638 | 17.8% | $10.90万 | 加仓 |
| IYY | ISHARES TR | $72.03万 | 0.00% | 3,951 | -15 | -0.4% | -$2,734 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $71.86万 | 0.00% | 2,124 | 37 | 1.8% | $1.25万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $71.75万 | 0.00% | 2,711 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $71.46万 | 0.00% | 28,804 | 10,519 | 57.5% | $26.10万 | 加仓 |
| VDE | VANGUARD WORLD FD | $71.31万 | 0.00% | 4,744 | -14 | -0.3% | -$2,105 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $71.18万 | 0.00% | 9,942 | -478 | -4.6% | -$3.42万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $70.78万 | 0.00% | 4,510 | 4,510 | — | $70.78万 | 新建仓 |
| VTRS | VIATRIS INC | $70.28万 | 0.00% | 44,259 | 6,728 | 17.9% | $10.68万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $70.19万 | 0.00% | 5,938 | -785 | -11.7% | -$9.28万 | 减仓 |
| HSY | HERSHEY CO | $70.17万 | 0.00% | 3,999 | -705 | -15.0% | -$12.37万 | 减仓 |
| TKR | TIMKEN CO | $70.12万 | 0.00% | 4,825 | -57 | -1.2% | -$8,283 | 减仓 |
| RL | RALPH LAUREN CORP | $69.87万 | 0.00% | 1,741 | 200 | 13.0% | $8.03万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $69.74万 | 0.00% | 19,091 | 3,938 | 26.0% | $14.39万 | 加仓 |
| NGG | NATIONAL GRID PLC | $69.49万 | 0.00% | 8,385 | 826 | 10.9% | $6.85万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $69.28万 | 0.00% | 13,473 | -456 | -3.3% | -$2.34万 | 减仓 |
| GPN | GLOBAL PMTS INC | $69.26万 | 0.00% | 9,546 | -1,084 | -10.2% | -$7.87万 | 减仓 |
| RS | RELIANCE INC | $69.04万 | 0.00% | 1,848 | 144 | 8.5% | $5.38万 | 加仓 |
| DOCU | DOCUSIGN INC | $68.99万 | 0.00% | 15,530 | -1,526 | -8.9% | -$6.78万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $68.97万 | 0.00% | 5,680 | 658 | 13.1% | $7.99万 | 加仓 |
| BE | BLOOM ENERGY CORP | $68.62万 | 0.00% | 2,267 | 232 | 11.4% | $7.02万 | 加仓 |
| CSGP | COSTAR GROUP INC | $68.60万 | 0.00% | 24,222 | 13,659 | 129.3% | $38.68万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $68.42万 | 0.00% | 2,873 | -249 | -8.0% | -$5.93万 | 减仓 |
| SHLD | GLOBAL X FDS | $68.42万 | 0.00% | 11,449 | 5,015 | 77.9% | $29.97万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $68.41万 | 0.00% | 6,848 | 477 | 7.5% | $4.77万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $68.10万 | 0.00% | 33,465 | 360 | 1.1% | $7,326 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $67.92万 | 0.00% | 3,923 | -51 | -1.3% | -$8,829 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $67.68万 | 0.00% | 4,759 | 868 | 22.3% | $12.34万 | 加仓 |
| META | META PLATFORMS INC 看跌期权 | $67.59万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $67.34万 | 0.00% | 4,460 | 4,460 | — | $67.34万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $67.16万 | 0.00% | 12,958 | 3,752 | 40.8% | $19.45万 | 加仓 |
| — | EAGLE FINL SVCS INC | $67.13万 | 0.00% | 16,192 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $67.12万 | 0.00% | 14,117 | -3,182 | -18.4% | -$15.13万 | 减仓 |
| XBI | SPDR SERIES TRUST | $67.12万 | 0.00% | 4,242 | -150 | -3.4% | -$2.37万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $66.97万 | 0.00% | 7,728 | -1,521 | -16.4% | -$13.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $66.90万 | 0.00% | 9,576 | -203 | -2.1% | -$1.42万 | 减仓 |
| AES | AES CORP | $66.76万 | 0.00% | 45,537 | -33,005 | -42.0% | -$48.39万 | 减仓 |
| PPL | PPL CORP | $66.46万 | 0.00% | 18,284 | -2,378 | -11.5% | -$8.64万 | 减仓 |
| HYG | ISHARES TR | $66.14万 | 0.00% | 8,278 | -648 | -7.3% | -$5.18万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $66.14万 | 0.00% | 9,559 | -511 | -5.1% | -$3.54万 | 减仓 |
| OGE | OGE ENERGY CORP | $65.86万 | 0.00% | 13,534 | 927 | 7.4% | $4.51万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $65.45万 | 0.00% | 7,602 | 117 | 1.6% | $1.01万 | 加仓 |
| DB | DEUTSCHE BK AG | $65.27万 | 0.00% | 19,335 | -7,022 | -26.6% | -$23.71万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $65.25万 | 0.00% | 19,937 | 1,739 | 9.6% | $5.69万 | 加仓 |
| GRMN | GARMIN LTD | $65.13万 | 0.00% | 2,742 | -527 | -16.1% | -$12.52万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $65.12万 | 0.00% | 21,583 | -2,318 | -9.7% | -$6.99万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $65.01万 | 0.00% | 1,054 | 29 | 2.8% | $1.79万 | 加仓 |
| EG | EVEREST GROUP LTD | $64.84万 | 0.00% | 1,815 | 157 | 9.5% | $5.61万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $64.81万 | 0.00% | 7,215 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $64.79万 | 0.00% | 8,477 | -3,662 | -30.2% | -$27.99万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $64.58万 | 0.00% | 10,585 | 2,245 | 26.9% | $13.70万 | 加仓 |
| ICLN | ISHARES TR | $64.29万 | 0.00% | 31,304 | 19,307 | 160.9% | $39.65万 | 加仓 |
| KRE | SPDR SERIES TRUST | $64.04万 | 0.00% | 8,559 | 343 | 4.2% | $2.57万 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $64.01万 | 0.00% | 11,097 | -2,360 | -17.5% | -$13.61万 | 减仓 |