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 |
|---|---|---|---|---|---|---|---|---|
| IEX | IDEX CORP | $51.34万 | 0.00% | 2,262 | -146 | -6.1% | -$3.31万 | 减仓 |
| PKX | POSCO HOLDINGS INC | $51.30万 | 0.00% | 9,985 | 3,788 | 61.1% | $19.46万 | 加仓 |
| BBH | VANECK ETF TRUST | $51.25万 | 0.00% | 2,522 | 0 | 0.0% | — | 不变 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $51.22万 | 0.00% | 9,794 | 969 | 11.0% | $5.07万 | 加仓 |
| ROKU | ROKU INC | $50.99万 | 0.00% | 3,691 | -806 | -17.9% | -$11.13万 | 减仓 |
| THG | HANOVER INS GROUP INC | $50.92万 | 0.00% | 2,378 | 249 | 11.7% | $5.33万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $50.88万 | 0.00% | 15,027 | 15,027 | — | $50.88万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $50.84万 | 0.00% | 10,647 | 24 | 0.2% | $1,146 | 加仓 |
| VOX | VANGUARD WORLD FD | $50.84万 | 0.00% | 2,761 | -49 | -1.7% | -$9,022 | 减仓 |
| FIVE | FIVE BELOW INC | $50.59万 | 0.00% | 2,814 | -959 | -25.4% | -$17.24万 | 减仓 |
| ITT | ITT INC | $50.55万 | 0.00% | 2,556 | -230 | -8.3% | -$4.55万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $50.51万 | 0.00% | 6,760 | -68 | -1.0% | -$5,081 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $50.45万 | 0.00% | 3,252 | 378 | 13.2% | $5.86万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $50.31万 | 0.00% | 754 | -57 | -7.0% | -$3.80万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $50.17万 | 0.00% | 22,527 | 2,886 | 14.7% | $6.43万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $50.11万 | 0.00% | 16,112 | -555 | -3.3% | -$1.73万 | 减仓 |
| — | EA SERIES TRUST | $50.09万 | 0.00% | 7,665 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $50.07万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $49.97万 | 0.00% | 21,343 | 4,849 | 29.4% | $11.35万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $49.95万 | 0.00% | 2,671 | 50 | 1.9% | $9,351 | 加仓 |
| ADC | AGREE RLTY CORP | $49.88万 | 0.00% | 6,586 | 143 | 2.2% | $1.08万 | 加仓 |
| AIZ | ASSURANT INC | $49.81万 | 0.00% | 1,855 | -106 | -5.4% | -$2.85万 | 减仓 |
| RHI | ROBERT HALF INC. | $49.79万 | 0.00% | 16,219 | 4,829 | 42.4% | $14.83万 | 加仓 |
| RGLD | ROYAL GOLD INC | $49.66万 | 0.00% | 2,488 | 34 | 1.4% | $6,787 | 加仓 |
| MKL | MARKEL GROUP INC | $49.61万 | 0.00% | 254 | -57 | -18.3% | -$11.13万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $49.56万 | 0.00% | 5,266 | 1,593 | 43.4% | $14.99万 | 加仓 |
| ITB | ISHARES TR | $49.38万 | 0.00% | 4,724 | -1,016 | -17.7% | -$10.62万 | 减仓 |
| WPC | WP CAREY INC | $49.35万 | 0.00% | 6,902 | -3,387 | -32.9% | -$24.22万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $49.25万 | 0.00% | 25,115 | -8,090 | -24.4% | -$15.86万 | 减仓 |
| CBZ | CBIZ INC | $49.13万 | 0.00% | 15,314 | 342 | 2.3% | $1.10万 | 加仓 |
| HUBS | HUBSPOT INC | $49.08万 | 0.00% | 2,689 | -454 | -14.4% | -$8.29万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $48.98万 | 0.00% | 52,166 | -10,680 | -17.0% | -$10.03万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $48.86万 | 0.00% | 1,291 | -329 | -20.3% | -$12.45万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $48.85万 | 0.00% | 8,864 | -4,421 | -33.3% | -$24.36万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $48.70万 | 0.00% | 6,716 | -12 | -0.2% | -$870 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $48.65万 | 0.00% | 2,724 | 361 | 15.3% | $6.45万 | 加仓 |
| TRIN | TRINITY CAP INC | $48.57万 | 0.00% | 27,147 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $48.54万 | 0.00% | 4,765 | -526 | -9.9% | -$5.36万 | 减仓 |
| CRBN | ISHARES TR | $48.41万 | 0.00% | 1,913 | 38 | 2.0% | $9,617 | 加仓 |
| VOD | VODAFONE GROUP PLC | $48.30万 | 0.00% | 36,523 | 3,904 | 12.0% | $5.16万 | 加仓 |
| LEA | LEAR CORP | $48.11万 | 0.00% | 3,589 | 457 | 14.6% | $6.13万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $48.10万 | 0.00% | 26,619 | -9,187 | -25.7% | -$16.60万 | 减仓 |
| GATX | GATX CORP | $48.04万 | 0.00% | 2,711 | -1,092 | -28.7% | -$19.35万 | 减仓 |
| SARO | STANDARDAERO INC | $47.95万 | 0.00% | 16,032 | 16,032 | — | $47.95万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $47.94万 | 0.00% | 11,835 | 1,509 | 14.6% | $6.11万 | 加仓 |
| SEIC | SEI INVTS CO | $47.81万 | 0.00% | 5,451 | -1,444 | -20.9% | -$12.67万 | 减仓 |
| NDSN | NORDSON CORP | $47.56万 | 0.00% | 1,576 | -1 | -0.1% | -$302 | 减仓 |
| ACM | AECOM | $47.48万 | 0.00% | 6,802 | -518 | -7.1% | -$3.62万 | 减仓 |
| AMCR | AMCOR PLC | $47.45万 | 0.00% | 10,946 | -1,219 | -10.0% | -$5.28万 | 减仓 |
| NMR | NOMURA HLDGS INC | $47.45万 | 0.00% | 54,041 | 1,305 | 2.5% | $1.15万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $47.44万 | 0.00% | 4,125 | 592 | 16.8% | $6.81万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $47.39万 | 0.00% | 3,699 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $47.35万 | 0.00% | 8,890 | 657 | 8.0% | $3.50万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $47.23万 | 0.00% | 5,708 | -346 | -5.7% | -$2.86万 | 减仓 |
| DES | WISDOMTREE TR | $47.07万 | 0.00% | 11,585 | 1 | 0.0% | $41 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $47.03万 | 0.00% | 2,336 | 193 | 9.0% | $3.89万 | 加仓 |
| IYE | ISHARES TR | $46.93万 | 0.00% | 8,285 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $46.74万 | 0.00% | 17,712 | 1,235 | 7.5% | $3.26万 | 加仓 |
| FLS | FLOWSERVE CORP | $46.71万 | 0.00% | 6,298 | -611 | -8.8% | -$4.53万 | 减仓 |
| HAS | HASBRO INC | $46.70万 | 0.00% | 5,655 | -2,425 | -30.0% | -$20.03万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $46.57万 | 0.00% | 9,378 | -556 | -5.6% | -$2.76万 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $46.49万 | 0.00% | 12,842 | 2,764 | 27.4% | $10.01万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $46.46万 | 0.00% | 1,738 | -2,749 | -61.3% | -$73.49万 | 减仓 |
| EFX | EQUIFAX INC | $46.43万 | 0.00% | 2,925 | -669 | -18.6% | -$10.62万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $46.32万 | 0.00% | 14,690 | -142 | -1.0% | -$4,477 | 减仓 |
| RMBS | RAMBUS INC DEL | $46.09万 | 0.00% | 3,472 | 109 | 3.2% | $1.45万 | 加仓 |
| MHK | MOHAWK INDS INC | $46.04万 | 0.00% | 3,795 | 492 | 14.9% | $5.97万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $46.01万 | 0.00% | 3,859 | 366 | 10.5% | $4.36万 | 加仓 |
| NBTB | NBT BANCORP INC | $45.99万 | 0.00% | 9,315 | -200 | -2.1% | -$9,874 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $45.88万 | 0.00% | 16,924 | 2,873 | 20.4% | $7.79万 | 加仓 |
| PINS | PINTEREST INC | $45.83万 | 0.00% | 21,795 | 3,967 | 22.3% | $8.34万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $45.83万 | 0.00% | 4,817 | 544 | 12.7% | $5.18万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $45.76万 | 0.00% | 43,294 | 2,510 | 6.2% | $2.65万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $45.56万 | 0.00% | 24,750 | 4,892 | 24.6% | $9.01万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $45.02万 | 0.00% | 1,150 | -16 | -1.4% | -$6,263 | 减仓 |
| FOXA | FOX CORP | $44.77万 | 0.00% | 8,584 | -737 | -7.9% | -$3.84万 | 减仓 |
| HUBB | HUBBELL INC | $44.68万 | 0.00% | 854 | -171 | -16.7% | -$8.95万 | 减仓 |
| REET | ISHARES TR | $44.67万 | 0.00% | 16,174 | 16,174 | — | $44.67万 | 新建仓 |
| OC | OWENS CORNING NEW | $44.62万 | 0.00% | 2,807 | -704 | -20.1% | -$11.19万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $44.59万 | 0.00% | 8,429 | -1,276 | -13.1% | -$6.75万 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $44.50万 | 0.00% | 30,480 | 11 | 0.0% | $161 | 加仓 |
| CW | CURTISS WRIGHT CORP | $44.40万 | 0.00% | 586 | -131 | -18.3% | -$9.93万 | 减仓 |
| CALF | PACER FDS TR | $44.27万 | 0.00% | 8,741 | -389 | -4.3% | -$1.97万 | 减仓 |
| EXP | EAGLE MATLS INC | $44.24万 | 0.00% | 1,966 | -296 | -13.1% | -$6.66万 | 减仓 |
| AYI | ACUITY INC | $44.18万 | 0.00% | 1,173 | 265 | 29.2% | $9.98万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $44.08万 | 0.00% | 27,496 | -3,804 | -12.2% | -$6.10万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $44.06万 | 0.00% | 34,527 | -174 | -0.5% | -$2,220 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $43.91万 | 0.00% | 5,192 | 1,495 | 40.4% | $12.64万 | 加仓 |
| RBLX | ROBLOX CORP | $43.61万 | 0.00% | 8,019 | 405 | 5.3% | $2.20万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $43.56万 | 0.00% | 17,058 | 1,788 | 11.7% | $4.57万 | 加仓 |
| CHWY | CHEWY INC | $43.36万 | 0.00% | 22,068 | 605 | 2.8% | $1.19万 | 加仓 |
| — | WEBSTER FINL CORP | $43.32万 | 0.00% | 5,668 | 41 | 0.7% | $3,133 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $43.24万 | 0.00% | 6,709 | -3,040 | -31.2% | -$19.59万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $43.20万 | 0.00% | 6,672 | -427 | -6.0% | -$2.76万 | 减仓 |
| TWLO | TWILIO INC | $43.14万 | 0.00% | 2,091 | -411 | -16.4% | -$8.48万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $43.03万 | 0.00% | 17,512 | 1,518 | 9.5% | $3.73万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $43.03万 | 0.00% | 16,690 | 1,412 | 9.2% | $3.64万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $42.71万 | 0.00% | 3,424 | 58 | 1.7% | $7,234 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $42.69万 | 0.00% | 4,716 | -280 | -5.6% | -$2.53万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $42.67万 | 0.00% | 2,418 | -1,921 | -44.3% | -$33.90万 | 减仓 |