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 |
|---|---|---|---|---|---|---|---|---|
| RVTY | REVVITY INC | $35.16万 | 0.00% | 3,160 | 21 | 0.7% | $2,336 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $35.15万 | 0.00% | 3,477 | -490 | -12.4% | -$4.95万 | 减仓 |
| TS | TENARIS S A | $35.04万 | 0.00% | 6,314 | 333 | 5.6% | $1.85万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $34.84万 | 0.00% | 3,383 | -1,352 | -28.6% | -$13.92万 | 减仓 |
| UMBF | UMB FINL CORP | $34.72万 | 0.00% | 2,432 | -495 | -16.9% | -$7.07万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $34.69万 | 0.00% | 3,705 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO ETF TR | $34.58万 | 0.00% | 3,567 | -11,094 | -75.7% | -$107.55万 | 减仓 |
| CLX | CLOROX CO DEL | $34.56万 | 0.00% | 3,621 | -1,624 | -31.0% | -$15.50万 | 减仓 |
| BCE | BCE INC | $34.35万 | 0.00% | 15,970 | -2,061 | -11.4% | -$4.43万 | 减仓 |
| W | WAYFAIR INC | $34.20万 | 0.00% | 3,700 | -422 | -10.2% | -$3.90万 | 减仓 |
| DTM | DT MIDSTREAM INC | $34.03万 | 0.00% | 2,319 | -455 | -16.4% | -$6.68万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $34.01万 | 0.00% | 4,039 | -1,397 | -25.7% | -$11.76万 | 减仓 |
| LPL | LG DISPLAY CO LTD | $33.93万 | 0.00% | 87,233 | 53,910 | 161.8% | $20.97万 | 加仓 |
| IBCA | ISHARES TR | $33.92万 | 0.00% | 13,264 | 2,428 | 22.4% | $6.21万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $33.82万 | 0.00% | 2,858 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $33.79万 | 0.00% | 4,960 | -3,452 | -41.0% | -$23.51万 | 减仓 |
| ZS | ZSCALER INC | $33.73万 | 0.00% | 2,390 | -518 | -17.8% | -$7.31万 | 减仓 |
| RWR | SPDR SERIES TRUST | $33.65万 | 0.00% | 2,980 | -100 | -3.2% | -$1.13万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $33.62万 | 0.00% | 2,261 | 448 | 24.7% | $6.66万 | 加仓 |
| PATH | UIPATH INC | $33.60万 | 0.00% | 30,909 | -3,152 | -9.3% | -$3.43万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $33.57万 | 0.00% | 4,316 | 2,564 | 146.3% | $19.95万 | 重新持有 |
| RITM | RITHM CAPITAL CORP | $33.38万 | 0.00% | 35,553 | -3,448 | -8.8% | -$3.24万 | 减仓 |
| FSLR | FIRST SOLAR INC | $33.37万 | 0.00% | 1,414 | -314 | -18.2% | -$7.41万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $33.35万 | 0.00% | 5,188 | 1,015 | 24.3% | $6.52万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $33.32万 | 0.00% | 18,582 | 1,571 | 9.2% | $2.82万 | 加仓 |
| ATI | ATI INC | $33.25万 | 0.00% | 1,687 | -102 | -5.7% | -$2.01万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $33.14万 | 0.00% | 2,899 | -993 | -25.5% | -$11.35万 | 减仓 |
| FTS | FORTIS INC | $33.08万 | 0.00% | 5,779 | 1,368 | 31.0% | $7.83万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $33.03万 | 0.00% | 19,037 | -6,596 | -25.7% | -$11.44万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $33.00万 | 0.00% | 5,525 | -322 | -5.5% | -$1.92万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $32.84万 | 0.00% | 11,770 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $32.78万 | 0.00% | 1,102 | 1,102 | — | $32.78万 | 新建仓 |
| RKT | ROCKET COS INC | $32.75万 | 0.00% | 20,795 | -4,213 | -16.8% | -$6.64万 | 减仓 |
| MOS | MOSAIC CO | $32.57万 | 0.00% | 15,370 | 3,066 | 24.9% | $6.50万 | 加仓 |
| SETM | SPROTT FDS TR | $32.52万 | 0.00% | 10,453 | 663 | 6.8% | $2.06万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $32.44万 | 0.00% | 38,213 | 93 | 0.2% | $790 | 加仓 |
| GIB | CGI INC | $32.42万 | 0.00% | 5,021 | -255 | -4.8% | -$1.65万 | 减仓 |
| CHE | CHEMED CORP NEW | $32.28万 | 0.00% | 693 | 92 | 15.3% | $4.28万 | 加仓 |
| U | UNITY SOFTWARE INC | $32.23万 | 0.00% | 11,275 | 244 | 2.2% | $6,974 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $32.18万 | 0.00% | 4,407 | 4,407 | — | $32.18万 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $32.10万 | 0.00% | 1,794 | 134 | 8.1% | $2.40万 | 加仓 |
| VVV | VALVOLINE INC | $32.01万 | 0.00% | 8,095 | -1,287 | -13.7% | -$5.09万 | 减仓 |
| AGNC | AGNC INVT CORP | $31.86万 | 0.00% | 29,234 | -27,362 | -48.3% | -$29.82万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $31.82万 | 0.00% | 2,315 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $31.56万 | 0.00% | 9,136 | -17 | -0.2% | -$587 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $31.45万 | 0.00% | 3,078 | 1,071 | 53.4% | $10.94万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $31.24万 | 0.00% | 14,798 | 81 | 0.6% | $1,710 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $31.10万 | 0.00% | 1,865 | -1,148 | -38.1% | -$19.14万 | 减仓 |
| ESTC | ELASTIC N V | $31.03万 | 0.00% | 5,442 | 1,182 | 27.7% | $6.74万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $30.86万 | 0.00% | 9,206 | -7,643 | -45.4% | -$25.62万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $30.84万 | 0.00% | 3,082 | 434 | 16.4% | $4.34万 | 加仓 |
| WIT | WIPRO LTD | $30.81万 | 0.00% | 136,932 | 11,544 | 9.2% | $2.60万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $30.80万 | 0.00% | 4,301 | 850 | 24.6% | $6.09万 | 加仓 |
| PHIN | PHINIA INC | $30.78万 | 0.00% | 3,737 | -166 | -4.3% | -$1.37万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $30.73万 | 0.00% | 10,488 | 10,488 | — | $30.73万 | 新建仓 |
| SE | SEA LTD | $30.71万 | 0.00% | 3,204 | 746 | 30.3% | $7.15万 | 重新持有 |
| PII | POLARIS INC | $30.62万 | 0.00% | 4,475 | -503 | -10.1% | -$3.44万 | 减仓 |
| R | RYDER SYS INC | $30.52万 | 0.00% | 1,157 | -78 | -6.3% | -$2.06万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $30.47万 | 0.00% | 4,018 | -1,134 | -22.0% | -$8.60万 | 减仓 |
| SANM | SANMINA CORP | $30.47万 | 0.00% | 1,204 | 1,204 | — | $30.47万 | 新建仓 |
| FREL | FIDELITY COVINGTON TRUST | $30.30万 | 0.00% | 10,339 | -378 | -3.5% | -$1.11万 | 减仓 |
| AOS | SMITH A O CORP | $30.22万 | 0.00% | 4,819 | 849 | 21.4% | $5.32万 | 加仓 |
| XAR | SPDR SERIES TRUST | $30.13万 | 0.00% | 1,061 | 1,061 | — | $30.13万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $30.09万 | 0.00% | 5,800 | 222 | 4.0% | $1.15万 | 加仓 |
| HEI/A | HEICO CORP NEW | $30.08万 | 0.00% | 1,166 | 106 | 10.0% | $2.73万 | 加仓 |
| HYD | VANECK ETF TRUST | $29.72万 | 0.00% | 5,772 | -1,266 | -18.0% | -$6.52万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.69万 | 0.00% | 6,032 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $29.67万 | 0.00% | 697 | -247 | -26.2% | -$10.51万 | 减仓 |
| RRC | RANGE RES CORP | $29.67万 | 0.00% | 7,977 | -4,516 | -36.1% | -$16.80万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $29.64万 | 0.00% | 5,665 | -1,847 | -24.6% | -$9.67万 | 减仓 |
| COPX | GLOBAL X FDS | $29.61万 | 0.00% | 3,851 | 600 | 18.5% | $4.61万 | 加仓 |
| SITM | SITIME CORP | $29.60万 | 0.00% | 397 | 397 | — | $29.60万 | 新建仓 |
| BC | BRUNSWICK CORP | $29.48万 | 0.00% | 3,500 | -538 | -13.3% | -$4.53万 | 减仓 |
| TXNM | TXNM ENERGY INC | $29.15万 | 0.00% | 5,133 | -4,652 | -47.5% | -$26.41万 | 减仓 |
| CUBE | CUBESMART | $29.14万 | 0.00% | 7,328 | 7,328 | — | $29.14万 | 新建仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $29.05万 | 0.00% | 7,449 | 7,449 | — | $29.05万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $29.04万 | 0.00% | 11,944 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $29.00万 | 0.00% | 19,310 | -1,733 | -8.2% | -$2.60万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $28.94万 | 0.00% | 534 | -92 | -14.7% | -$4.99万 | 减仓 |
| — | SPDR INDEX SHS FDS | $28.81万 | 0.00% | 6,293 | -1,931 | -23.5% | -$8.84万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $28.78万 | 0.00% | 4,694 | -427 | -8.3% | -$2.62万 | 减仓 |
| AGCO | AGCO CORP | $28.75万 | 0.00% | 2,402 | 314 | 15.0% | $3.76万 | 加仓 |
| PNR | PENTAIR PLC | $28.73万 | 0.00% | 3,748 | 201 | 5.7% | $1.54万 | 加仓 |
| KBH | KB HOME | $28.73万 | 0.00% | 4,590 | 4,590 | — | $28.73万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $28.73万 | 0.00% | 1,731 | 1,731 | — | $28.73万 | 新建仓 |
| FBNC | FIRST BANCORP N C | $28.72万 | 0.00% | 4,493 | 4,493 | — | $28.72万 | 新建仓 |
| SUSA | ISHARES TR | $28.70万 | 0.00% | 1,858 | 1 | 0.1% | $154 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $28.56万 | 0.00% | 6,060 | 116 | 2.0% | $5,467 | 加仓 |
| MOG/A | MOOG INC | $28.44万 | 0.00% | 671 | 671 | — | $28.44万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $28.37万 | 0.00% | 11,824 | 11,824 | — | $28.37万 | 新建仓 |
| ARTY | ISHARES TR | $28.25万 | 0.00% | 3,716 | 3,716 | — | $28.25万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC | $28.22万 | 0.00% | 9,857 | 9,857 | — | $28.22万 | 新建仓 |
| — | GLOBAL X FDS | $28.21万 | 0.00% | 4,075 | 10 | 0.2% | $692 | 加仓 |
| MUSA | MURPHY USA INC | $28.08万 | 0.00% | 521 | -1 | -0.2% | -$539 | 减仓 |
| PSO | PEARSON PLC | $27.99万 | 0.00% | 17,617 | 1,414 | 8.7% | $2.25万 | 加仓 |
| MTDR | MATADOR RES CO | $27.98万 | 0.00% | 5,620 | -109 | -1.9% | -$5,426 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $27.96万 | 0.00% | 3,220 | 303 | 10.4% | $2.63万 | 加仓 |
| DCI | DONALDSON INC | $27.86万 | 0.00% | 3,103 | 3,103 | — | $27.86万 | 新建仓 |
| DOX | AMDOCS LTD | $27.68万 | 0.00% | 5,478 | 1,473 | 36.8% | $7.44万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $27.66万 | 0.00% | 9,747 | 453 | 4.9% | $1.29万 | 加仓 |