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 |
|---|---|---|---|---|---|---|---|---|
| EXE | EXPAND ENERGY CORPORATION | $22.51万 | 0.00% | 2,468 | -1,283 | -34.2% | -$11.70万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $22.46万 | 0.00% | 2,896 | 44 | 1.5% | $3,413 | 加仓 |
| HRB | BLOCK H & R INC | $22.43万 | 0.00% | 5,890 | -2,049 | -25.8% | -$7.80万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $22.41万 | 0.00% | 11,385 | -1,669 | -12.8% | -$3.28万 | 减仓 |
| INFY | INFOSYS LTD | $22.37万 | 0.00% | 21,327 | 3,335 | 18.5% | $3.50万 | 加仓 |
| HYS | PIMCO ETF TR | $22.37万 | 0.00% | 2,394 | -10,793 | -81.8% | -$100.84万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $22.35万 | 0.00% | 9,868 | -2,515 | -20.3% | -$5.70万 | 减仓 |
| ALV | AUTOLIV INC | $22.31万 | 0.00% | 1,920 | -804 | -29.5% | -$9.34万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $22.21万 | 0.00% | 1,452 | 1,452 | — | $22.21万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $22.19万 | 0.00% | 1,803 | -1,858 | -50.8% | -$22.86万 | 减仓 |
| PPLI | PEOPLE INC | $22.17万 | 0.00% | 4,802 | 4,802 | — | $22.17万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $22.15万 | 0.00% | 2,346 | 2,346 | — | $22.15万 | 新建仓 |
| — | PROSHARES TR | $22.07万 | 0.00% | 2,400 | 2,400 | — | $22.07万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $22.07万 | 0.00% | 4,368 | 4,368 | — | $22.07万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $21.96万 | 0.00% | 6,502 | 6,502 | — | $21.96万 | 新建仓 |
| IMCB | ISHARES TR | $21.94万 | 0.00% | 2,273 | 2,273 | — | $21.94万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $21.93万 | 0.00% | 1,567 | -603 | -27.8% | -$8.44万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $21.83万 | 0.00% | 7,577 | 763 | 11.2% | $2.20万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $21.63万 | 0.00% | 3,447 | -148 | -4.1% | -$9,286 | 减仓 |
| TPG | TPG INC | $21.59万 | 0.00% | 5,325 | 5,325 | — | $21.59万 | 新建仓 |
| — | LISTED FDS TR | $21.52万 | 0.00% | 3,009 | -1,960 | -39.4% | -$14.02万 | 重新持有 |
| IMCG | ISHARES TR | $21.49万 | 0.00% | 2,188 | 2,188 | — | $21.49万 | 新建仓 |
| VALE | VALE S A | $21.44万 | 0.00% | 14,255 | 1,797 | 14.4% | $2.70万 | 加仓 |
| SAIA | SAIA INC | $21.44万 | 0.00% | 509 | 509 | — | $21.44万 | 新建仓 |
| WTAI | WISDOMTREE TR | $21.40万 | 0.00% | 4,540 | 4,540 | — | $21.40万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $21.39万 | 0.00% | 2,668 | -3,225 | -54.7% | -$25.85万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $21.34万 | 0.00% | 8,007 | -1,550 | -16.2% | -$4.13万 | 减仓 |
| ARMK | ARAMARK | $21.30万 | 0.00% | 3,743 | 3,743 | — | $21.30万 | 新建仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $21.24万 | 0.00% | 1,365 | 1,365 | — | $21.24万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $21.22万 | 0.00% | 102 | -138 | -57.5% | -$28.71万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $21.19万 | 0.00% | 4,731 | 220 | 4.9% | $9,853 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $21.15万 | 0.00% | 4,022 | -3,136 | -43.8% | -$16.49万 | 减仓 |
| ONON | ON HLDG AG | $21.05万 | 0.00% | 5,943 | 5,943 | — | $21.05万 | 新建仓 |
| NEU | NEWMARKET CORP | $21.05万 | 0.00% | 266 | -113 | -29.8% | -$8.94万 | 减仓 |
| SEB | SEABOARD CORP DEL | $20.98万 | 0.00% | 47 | -6 | -11.3% | -$2.68万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $20.98万 | 0.00% | 2,049 | 2,049 | — | $20.98万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $20.94万 | 0.00% | 3,435 | -1,322 | -27.8% | -$8.06万 | 减仓 |
| DOCS | DOXIMITY INC | $20.88万 | 0.00% | 10,068 | -1,683 | -14.3% | -$3.49万 | 减仓 |
| NICE | NICE LTD | $20.80万 | 0.00% | 2,289 | -639 | -21.8% | -$5.81万 | 减仓 |
| TLT | ISHARES TR 看涨期权 | $20.73万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $20.65万 | 0.00% | 2,276 | -11 | -0.5% | -$998 | 重新持有 |
| APG | API GROUP CORP | $20.51万 | 0.00% | 4,843 | -3,375 | -41.1% | -$14.29万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $20.50万 | 0.00% | 2,699 | -1,460 | -35.1% | -$11.09万 | 减仓 |
| TTC | TORO CO | $20.50万 | 0.00% | 2,104 | 2,104 | — | $20.50万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $20.49万 | 0.00% | 1,437 | 1,437 | — | $20.49万 | 新建仓 |
| CPNG | COUPANG INC | $20.48万 | 0.00% | 11,792 | -2,791 | -19.1% | -$4.85万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $20.45万 | 0.00% | 3,640 | 3,640 | — | $20.45万 | 新建仓 |
| CGNX | COGNEX CORP | $20.42万 | 0.00% | 2,819 | 2,819 | — | $20.42万 | 新建仓 |
| ROL | ROLLINS INC | $20.36万 | 0.00% | 4,878 | -5,439 | -52.7% | -$22.70万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $20.33万 | 0.00% | 2,434 | -704 | -22.4% | -$5.88万 | 减仓 |
| HYFI | AB ACTIVE ETFS INC | $20.29万 | 0.00% | 5,440 | -40 | -0.7% | -$1,492 | 减仓 |
| ETSY | ETSY INC | $20.21万 | 0.00% | 2,683 | 2,683 | — | $20.21万 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $20.21万 | 0.00% | 4,154 | 4,154 | — | $20.21万 | 新建仓 |
| FER | FERROVIAL NV | $20.19万 | 0.00% | 2,943 | -353 | -10.7% | -$2.42万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $20.17万 | 0.00% | 8,254 | -6,803 | -45.2% | -$16.63万 | 减仓 |
| WULF | TERAWULF INC | $20.13万 | 0.00% | 8,149 | 8,149 | — | $20.13万 | 新建仓 |
| ALLY | ALLY FINL INC | $20.08万 | 0.00% | 4,371 | -1,467 | -25.1% | -$6.74万 | 减仓 |
| BKU | BANKUNITED INC | $20.01万 | 0.00% | 4,130 | -406 | -9.0% | -$1.97万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $19.65万 | 0.00% | 12,499 | -7,150 | -36.4% | -$11.24万 | 减仓 |
| KT | KT CORP | $19.46万 | 0.00% | 11,264 | 11,264 | — | $19.46万 | 新建仓 |
| OSPN | ONESPAN INC | $19.36万 | 0.00% | 13,491 | 2,522 | 23.0% | $3.62万 | 加仓 |
| NU | NU HLDGS LTD | $18.67万 | 0.00% | 13,975 | -1,368 | -8.9% | -$1.83万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $18.35万 | 0.00% | 22,463 | -5,685 | -20.2% | -$4.64万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $17.99万 | 0.00% | 10,332 | -1,600 | -13.4% | -$2.79万 | 减仓 |
| HL | HECLA MINING COMPANY | $17.50万 | 0.00% | 11,341 | 921 | 8.8% | $1.42万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $17.08万 | 0.00% | 15,992 | 15,992 | — | $17.08万 | 新建仓 |
| ADT | ADT INC DEL | $16.99万 | 0.00% | 26,132 | 1,324 | 5.3% | $8,606 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $16.96万 | 0.00% | 12,771 | 12,771 | — | $16.96万 | 新建仓 |
| LYFT | LYFT INC | $16.70万 | 0.00% | 11,434 | -10,573 | -48.0% | -$15.45万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $15.76万 | 0.00% | 17,808 | 5,422 | 43.8% | $4.80万 | 加仓 |
| TKC | TURKCELL ILETISIM | $15.72万 | 0.00% | 26,730 | 5,737 | 27.3% | $3.37万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $14.71万 | 0.00% | 14,999 | 286 | 1.9% | $2,806 | 加仓 |
| PRGO | PERRIGO CO PLC | $14.49万 | 0.00% | 13,949 | 13,949 | — | $14.49万 | 新建仓 |
| — | UNITED GUARDIAN INC | $14.33万 | 0.00% | 20,070 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $14.25万 | 0.00% | 11,847 | 1,847 | 18.5% | $2.22万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $14.17万 | 0.00% | 13,293 | -1,365 | -9.3% | -$1.46万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $14.12万 | 0.00% | 14,324 | -1,113 | -7.2% | -$1.10万 | 减仓 |
| WEN | WENDYS CO | $13.60万 | 0.00% | 16,403 | -9,422 | -36.5% | -$7.81万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $13.27万 | 0.00% | 10,005 | 10,005 | — | $13.27万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $13.15万 | 0.00% | 16,156 | 16,156 | — | $13.15万 | 新建仓 |
| HUN | HUNTSMAN CORP | $13.10万 | 0.00% | 12,336 | -11,065 | -47.3% | -$11.75万 | 减仓 |
| SMR | NUSCALE PWR CORP | $12.78万 | 0.00% | 12,737 | -2,128 | -14.3% | -$2.13万 | 减仓 |
| NWL | NEWELL BRANDS INC | $12.28万 | 0.00% | 20,003 | -15,172 | -43.1% | -$9.32万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $11.88万 | 0.00% | 25,708 | 921 | 3.7% | $4,255 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.50万 | 0.00% | 10,615 | 6 | 0.1% | $65 | 加仓 |
| ICL | ICL GROUP LTD | $11.24万 | 0.00% | 22,561 | 8,401 | 59.3% | $4.18万 | 加仓 |
| SSL | SASOL LTD | $10.32万 | 0.00% | 10,507 | 10,507 | — | $10.32万 | 新建仓 |
| MNKD | MANNKIND CORP | $10.08万 | 0.00% | 23,654 | 104 | 0.4% | $443 | 加仓 |
| GGB | GERDAU SA | $10.06万 | 0.00% | 24,902 | 4,818 | 24.0% | $1.95万 | 加仓 |
| MAKO | MAKO MNG CORP | $9.93万 | 0.00% | 13,580 | 13,580 | — | $9.93万 | 新建仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $9.92万 | 0.00% | 12,735 | 12,735 | — | $9.92万 | 新建仓 |
| NMAX | NEWSMAX INC | $9.53万 | 0.00% | 11,508 | -2,747 | -19.3% | -$2.27万 | 减仓 |
| COTY | COTY INC | $9.22万 | 0.00% | 42,672 | -4,160 | -8.9% | -$8,986 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $9.03万 | 0.00% | 16,561 | 16,561 | — | $9.03万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $8.81万 | 0.00% | 14,102 | 14,102 | — | $8.81万 | 新建仓 |
| — | NAVIENT CORPORATION | $8.73万 | 0.00% | 10,258 | 10,258 | — | $8.73万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $8.63万 | 0.00% | 14,934 | 14,934 | — | $8.63万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $8.56万 | 0.00% | 11,323 | -3,462 | -23.4% | -$2.62万 | 减仓 |
| IVVD | INVIVYD INC | $8.42万 | 0.00% | 96,507 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $8.12万 | 0.00% | 13,546 | -3,664 | -21.3% | -$2.20万 | 减仓 |