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 |
|---|---|---|---|---|---|---|---|---|
| CHE | CHEMED CORP NEW | $22.70万 | 0.00% | 601 | 601 | — | $22.70万 | 新建仓 |
| FCN | FTI CONSULTING INC | $22.61万 | 0.00% | 1,279 | 1,279 | — | $22.61万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $22.53万 | 0.00% | 7,336 | 7,336 | — | $22.53万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $22.53万 | 0.00% | 3,195 | 3,195 | — | $22.53万 | 新建仓 |
| FQAL | FIDELITY COVINGTON TRUST | $22.52万 | 0.00% | 3,105 | 69 | 2.3% | $5,005 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $22.52万 | 0.00% | 19,649 | 8,121 | 70.4% | $9.31万 | 加仓 |
| — | COEPTIS THERAPEUTICS HLDGS I | $22.44万 | 0.00% | 20,000 | 20,000 | — | $22.44万 | 新建仓 |
| RNG | RINGCENTRAL INC | $22.42万 | 0.00% | 6,029 | 6,029 | — | $22.42万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $22.42万 | 0.00% | 4,596 | 4,596 | — | $22.42万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $22.38万 | 0.00% | 1,060 | 170 | 19.1% | $3.59万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $22.38万 | 0.00% | 5,567 | 5,567 | — | $22.38万 | 新建仓 |
| CG | CARLYLE GROUP INC | $22.31万 | 0.00% | 4,609 | -2,505 | -35.2% | -$12.12万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $22.20万 | 0.00% | 5,722 | 5,722 | — | $22.20万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $22.08万 | 0.00% | 3,595 | -401 | -10.0% | -$2.46万 | 减仓 |
| SR | SPIRE INC | $22.07万 | 0.00% | 2,438 | 2,438 | — | $22.07万 | 新建仓 |
| NU | NU HLDGS LTD | $22.05万 | 0.00% | 15,343 | 345 | 2.3% | $4,958 | 加仓 |
| PBF | PBF ENERGY INC | $21.97万 | 0.00% | 4,614 | 4,614 | — | $21.97万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $21.94万 | 0.00% | 2,253 | 2,253 | — | $21.94万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $21.91万 | 0.00% | 3,843 | 3,843 | — | $21.91万 | 新建仓 |
| ICLN | ISHARES TR | $21.82万 | 0.00% | 11,997 | 616 | 5.4% | $1.12万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $21.79万 | 0.00% | 8,190 | -141 | -1.7% | -$3,751 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $21.75万 | 0.00% | 2,101 | 2,101 | — | $21.75万 | 新建仓 |
| — | VERIS RESIDENTIAL INC | $21.73万 | 0.00% | 11,516 | 11,516 | — | $21.73万 | 新建仓 |
| SNN | SMITH & NEPHEW PLC | $21.65万 | 0.00% | 6,814 | 652 | 10.6% | $2.07万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $21.57万 | 0.00% | 3,292 | 3,292 | — | $21.57万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $21.50万 | 0.00% | 7,300 | 7,300 | — | $21.50万 | 新建仓 |
| FER | FERROVIAL SE | $21.44万 | 0.00% | 3,296 | -991 | -23.1% | -$6.45万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $21.44万 | 0.00% | 14,513 | 834 | 6.1% | $1.23万 | 加仓 |
| WCC | WESCO INTL INC | $21.37万 | 0.00% | 781 | 781 | — | $21.37万 | 新建仓 |
| ESTC | ELASTIC N V | $21.29万 | 0.00% | 4,260 | 4,260 | — | $21.29万 | 新建仓 |
| PSO | PEARSON PLC | $21.28万 | 0.00% | 16,203 | 840 | 5.5% | $1.10万 | 加仓 |
| DDS | DILLARDS INC | $21.23万 | 0.00% | 371 | 371 | — | $21.23万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $21.22万 | 0.00% | 11,368 | 1,170 | 11.5% | $2.18万 | 重新持有 |
| AEG | AEGON LTD | $21.21万 | 0.00% | 29,216 | -3,178 | -9.8% | -$2.31万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $21.18万 | 0.00% | 23,585 | 4,183 | 21.6% | $3.76万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $21.12万 | 0.00% | 2,572 | 2,572 | — | $21.12万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $21.11万 | 0.00% | 12,424 | 12,424 | — | $21.11万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $21.06万 | 0.00% | 8,246 | 8,246 | — | $21.06万 | 新建仓 |
| ENS | ENERSYS | $21.00万 | 0.00% | 1,209 | 1,209 | — | $21.00万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $20.98万 | 0.00% | 2,066 | 2,066 | — | $20.98万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $20.83万 | 0.00% | 197 | -13 | -6.2% | -$1.37万 | 减仓 |
| TLT | ISHARES TR 看涨期权 | $20.80万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $20.78万 | 0.00% | 13,054 | 2,168 | 19.9% | $3.45万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $20.60万 | 0.00% | 2,852 | 2,852 | — | $20.60万 | 新建仓 |
| BKU | BANKUNITED INC | $20.48万 | 0.00% | 4,536 | 4,536 | — | $20.48万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $20.46万 | 0.00% | 2,007 | 2,007 | — | $20.46万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $20.43万 | 0.00% | 13,350 | -5,150 | -27.8% | -$7.88万 | 减仓 |
| CR | CRANE COMPANY | $20.37万 | 0.00% | 1,191 | -4,674 | -79.7% | -$79.93万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $20.32万 | 0.00% | 1,195 | 1,195 | — | $20.32万 | 新建仓 |
| TXG | 10X GENOMICS INC | $20.30万 | 0.00% | 9,564 | 9,564 | — | $20.30万 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $20.28万 | 0.00% | 17,285 | 17,285 | — | $20.28万 | 新建仓 |
| HYFI | AB ACTIVE ETFS INC | $20.25万 | 0.00% | 5,480 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $20.22万 | 0.00% | 2,917 | -11 | -0.4% | -$762 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $20.15万 | 0.00% | 10,477 | 10,477 | — | $20.15万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $20.11万 | 0.00% | 7,775 | 7,775 | — | $20.11万 | 新建仓 |
| LIVN | LIVANOVA PLC | $20.07万 | 0.00% | 3,157 | 3,157 | — | $20.07万 | 新建仓 |
| EPAM | EPAM SYS INC | $20.04万 | 0.00% | 1,480 | -880 | -37.3% | -$11.92万 | 减仓 |
| VALE | VALE S A | $19.82万 | 0.00% | 12,458 | 12,458 | — | $19.82万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $19.79万 | 0.00% | 14,658 | 3,591 | 32.4% | $4.85万 | 加仓 |
| HL | HECLA MINING COMPANY | $19.41万 | 0.00% | 10,420 | 10,420 | — | $19.41万 | 新建仓 |
| VFC | V F CORP | $19.36万 | 0.00% | 11,394 | 11,394 | — | $19.36万 | 新建仓 |
| CDE | COEUR MNG INC | $18.91万 | 0.00% | 10,076 | 10,076 | — | $18.91万 | 新建仓 |
| TIC | TIC SOLUTIONS INC | $18.08万 | 0.00% | 27,477 | 27,477 | — | $18.08万 | 新建仓 |
| CALY | CALLAWAY GOLF CO | $18.00万 | 0.00% | 12,970 | 12,970 | — | $18.00万 | 新建仓 |
| WEN | WENDYS CO | $17.95万 | 0.00% | 25,825 | 13,334 | 106.7% | $9.27万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $17.84万 | 0.00% | 11,932 | -8,368 | -41.2% | -$12.51万 | 减仓 |
| CNH | CNH INDL N V | $17.29万 | 0.00% | 15,714 | 4,047 | 34.7% | $4.45万 | 重新持有 |
| IRT | INDEPENDENCE RLTY TR INC | $17.10万 | 0.00% | 11,485 | -2,002 | -14.8% | -$2.98万 | 减仓 |
| FNB | F N B CORP | $16.81万 | 0.00% | 10,055 | 10,055 | — | $16.81万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $16.76万 | 0.00% | 17,646 | 17,646 | — | $16.76万 | 新建仓 |
| ADT | ADT INC DEL | $16.30万 | 0.00% | 24,808 | 24,808 | — | $16.30万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $16.11万 | 0.00% | 14,865 | 2,974 | 25.0% | $3.22万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $15.57万 | 0.00% | 12,386 | 12,386 | — | $15.57万 | 新建仓 |
| S | SENTINELONE INC | $14.88万 | 0.00% | 11,550 | 11,550 | — | $14.88万 | 新建仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $14.73万 | 0.00% | 16,100 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $14.50万 | 0.00% | 16,606 | 16,606 | — | $14.50万 | 新建仓 |
| AVTR | AVANTOR INC | $14.50万 | 0.00% | 18,491 | 18,491 | — | $14.50万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $13.92万 | 0.00% | 15,437 | 4,310 | 38.7% | $3.89万 | 重新持有 |
| AUR | AURORA INNOVATION INC | $13.59万 | 0.00% | 32,985 | 32,985 | — | $13.59万 | 新建仓 |
| OGN | ORGANON & CO | $13.47万 | 0.00% | 22,481 | 6,129 | 37.5% | $3.67万 | 重新持有 |
| DHC | DIVERSIFIED HEALTHCARE TR | $13.47万 | 0.00% | 20,279 | 20,279 | — | $13.47万 | 新建仓 |
| — | UNITED GUARDIAN INC | $13.45万 | 0.00% | 20,070 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $13.13万 | 0.00% | 21,955 | 21,955 | — | $13.13万 | 新建仓 |
| LPL | LG DISPLAY CO LTD | $12.93万 | 0.00% | 33,323 | 33,323 | — | $12.93万 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $12.80万 | 0.00% | 10,441 | 10,441 | — | $12.80万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $12.74万 | 0.00% | 14,713 | 14,713 | — | $12.74万 | 新建仓 |
| TKC | TURKCELL ILETISIM | $12.66万 | 0.00% | 20,993 | 4,832 | 29.9% | $2.91万 | 加仓 |
| — | TELEFONICA S A | $12.55万 | 0.00% | 28,924 | -7,997 | -21.7% | -$3.47万 | 减仓 |
| IVVD | INVIVYD INC | $12.55万 | 0.00% | 96,507 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $12.53万 | 0.00% | 10,960 | 565 | 5.4% | $6,458 | 加仓 |
| NWL | NEWELL BRANDS INC | $12.06万 | 0.00% | 35,175 | 15,151 | 75.7% | $5.20万 | 加仓 |
| OSPN | ONESPAN INC | $11.55万 | 0.00% | 10,969 | 10,969 | — | $11.55万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.54万 | 0.00% | 10,609 | 9 | 0.1% | $98 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $11.48万 | 0.00% | 24,787 | 13,586 | 121.3% | $6.29万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $11.42万 | 0.00% | 10,000 | -15,688 | -61.1% | -$17.92万 | 减仓 |
| MBC | MASTERBRAND INC | $10.16万 | 0.00% | 12,223 | -738 | -5.7% | -$6,133 | 减仓 |
| QS | QUANTUMSCAPE CORP | $9.43万 | 0.00% | 14,785 | 14,785 | — | $9.43万 | 新建仓 |
| COTY | COTY INC | $9.41万 | 0.00% | 46,832 | 36,111 | 336.8% | $7.26万 | 重新持有 |
| — | EMPIRE ST RLTY OP L P | $9.02万 | 0.00% | 17,210 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $8.83万 | 0.00% | 15,735 | 15,735 | — | $8.83万 | 新建仓 |