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 |
|---|---|---|---|---|---|---|---|---|
| AGNT | AGNT INC | $7.69万 | 0.00% | 14,207 | 2,115 | 17.5% | $1.14万 | 加仓 |
| MOMO | HELLO GROUP INC | $7.62万 | 0.00% | 13,139 | 13,139 | — | $7.62万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $7.43万 | 0.00% | 12,578 | -2,556 | -16.9% | -$1.51万 | 减仓 |
| ABEV | AMBEV SA | $7.37万 | 0.00% | 23,467 | 4,941 | 26.7% | $1.55万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $7.36万 | 0.00% | 14,269 | 187 | 1.3% | $965 | 加仓 |
| MSOS | ADVISORSHARES TR | $6.09万 | 0.00% | 11,968 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $6.08万 | 0.00% | 17,519 | 818 | 4.9% | $2,838 | 加仓 |
| ENIC | ENEL CHILE SA | $5.97万 | 0.00% | 13,258 | 13,258 | — | $5.97万 | 新建仓 |
| CLVT | CLARIVATE PLC | $5.56万 | 0.00% | 25,719 | 3,598 | 16.3% | $7,772 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $5.50万 | 0.00% | 24,024 | 24,024 | — | $5.50万 | 新建仓 |
| NIO | NIO INC | $5.29万 | 0.00% | 10,451 | 10,451 | — | $5.29万 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD | $5.03万 | 0.00% | 11,006 | 559 | 5.4% | $2,555 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $4.41万 | 0.00% | 15,053 | -6,902 | -31.4% | -$2.02万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4.39万 | 0.00% | 11,640 | -6,920 | -37.3% | -$2.61万 | 减仓 |
| — | IRIDEX CORP | $4.07万 | 0.00% | 35,529 | -22,000 | -38.2% | -$2.52万 | 减仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $3.54万 | 0.00% | 12,504 | -375 | -2.9% | -$1,061 | 减仓 |
| — | DOUGLAS ELLIMAN INC | $2.33万 | 0.00% | 13,153 | -2,291 | -14.8% | -$4,055 | 减仓 |
| — | LOANDEPOT INC | $1.58万 | 0.00% | 12,674 | -1,354 | -9.7% | -$1,693 | 减仓 |
| — | PDS BIOTECHNOLOGY CORP | $1.06万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | ALIGHT INC | $7,945 | 0.00% | 14,187 | -6,005 | -29.7% | -$3,363 | 减仓 |
| — | ACCURAY INC DEL 看涨期权 | $5,156 | 0.00% | 20,000 | 20,000 | — | $5,156 | 新建仓 |
| — | INOTIV INC | $103 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -24,910 | -100.0% | -$127.43万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -36,731 | -100.0% | -$95.06万 | 清仓 |
| HYDB | ISHARES TR | $0 | 0.00% | 0 | -18,159 | -100.0% | -$84.24万 | 清仓 |
| VGUS | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -10,400 | -100.0% | -$78.68万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -19,696 | -100.0% | -$69.21万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -8,414 | -100.0% | -$63.60万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -5,763 | -100.0% | -$55.19万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -4,713 | -100.0% | -$53.10万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -11,507 | -100.0% | -$48.97万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -9,379 | -100.0% | -$46.14万 | 清仓 |
| BOKF | BOK FINL CORP | $0 | 0.00% | 0 | -3,519 | -100.0% | -$45.06万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -3,185 | -100.0% | -$43.66万 | 清仓 |
| XTEN | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -9,119 | -100.0% | -$41.81万 | 清仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -5,293 | -100.0% | -$41.33万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,618 | -100.0% | -$40.49万 | 清仓 |
| GLPI | GAMING & LEISURE P | $0 | 0.00% | 0 | -9,057 | -100.0% | -$40.19万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -3,905 | -100.0% | -$39.15万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -7,012 | -100.0% | -$39.00万 | 清仓 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -18,798 | -100.0% | -$38.95万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -3,038 | -100.0% | -$38.73万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -5,202 | -100.0% | -$37.84万 | 清仓 |
| WTM | WHITE MTNS INS GROUP LTD | $0 | 0.00% | 0 | -166 | -100.0% | -$36.47万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -9,275 | -100.0% | -$35.76万 | 清仓 |
| SSUS | STRATEGY SHS | $0 | 0.00% | 0 | -7,476 | -100.0% | -$34.94万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -3,881 | -100.0% | -$34.86万 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -9,204 | -100.0% | -$34.74万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $0 | 0.00% | 0 | -1,076 | -100.0% | -$34.58万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -6,025 | -100.0% | -$34.37万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -615 | -100.0% | -$33.40万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -941 | -100.0% | -$33.06万 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -19,380 | -100.0% | -$33.02万 | 清仓 |
| HGV | HILTON GRAND VACATIONS INC | $0 | 0.00% | 0 | -8,436 | -100.0% | -$33.00万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -5,191 | -100.0% | -$32.84万 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -3,958 | -100.0% | -$32.66万 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -15,673 | -100.0% | -$32.32万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -4,947 | -100.0% | -$32.13万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -8,059 | -100.0% | -$32.03万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -18,519 | -100.0% | -$31.89万 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,119 | -100.0% | -$31.85万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -4,817 | -100.0% | -$31.68万 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -18,233 | -100.0% | -$31.40万 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -2,484 | -100.0% | -$31.30万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -3,617 | -100.0% | -$31.16万 | 清仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $0 | 0.00% | 0 | -3,269 | -100.0% | -$31.02万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -940 | -100.0% | -$30.59万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -5,918 | -100.0% | -$29.35万 | 清仓 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | -861 | -100.0% | -$29.21万 | 清仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,140 | -100.0% | -$29.04万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -9,732 | -100.0% | -$28.93万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -1,384 | -100.0% | -$28.61万 | 清仓 |
| TMP | TOMPKINS FINL CORP | $0 | 0.00% | 0 | -3,620 | -100.0% | -$28.54万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -2,429 | -100.0% | -$28.44万 | 清仓 |
| AVNT | AVIENT CORPORATION | $0 | 0.00% | 0 | -7,624 | -100.0% | -$27.67万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | -1,185 | -100.0% | -$27.30万 | 清仓 |
| TFSL | TFS FINL CORP | $0 | 0.00% | 0 | -19,418 | -100.0% | -$27.28万 | 清仓 |
| IAUM | ISHARES GOLD TR | $0 | 0.00% | 0 | -5,799 | -100.0% | -$27.08万 | 清仓 |
| PRFD | PIMCO ETF TR | $0 | 0.00% | 0 | -5,309 | -100.0% | -$26.88万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -1,093 | -100.0% | -$26.78万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -6,308 | -100.0% | -$26.77万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -1,860 | -100.0% | -$26.74万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -1,363 | -100.0% | -$26.61万 | 清仓 |
| KMPR | KEMPER CORP | $0 | 0.00% | 0 | -8,642 | -100.0% | -$26.41万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -6,603 | -100.0% | -$26.31万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -4,248 | -100.0% | -$26.27万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -805 | -100.0% | -$25.98万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -11,895 | -100.0% | -$25.88万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -2,679 | -100.0% | -$25.84万 | 清仓 |
| FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | -4,282 | -100.0% | -$25.82万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -1,519 | -100.0% | -$25.68万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -3,199 | -100.0% | -$25.61万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -778 | -100.0% | -$24.84万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -18,693 | -100.0% | -$24.53万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -2,102 | -100.0% | -$24.14万 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC | $0 | 0.00% | 0 | -5,701 | -100.0% | -$24.00万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -6,746 | -100.0% | -$23.93万 | 清仓 |
| BHF | BRIGHTHOUSE FINL INC | $0 | 0.00% | 0 | -3,991 | -100.0% | -$23.90万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -1,860 | -100.0% | -$23.87万 | 清仓 |
| CNO | CNO FINL GROUP INC | $0 | 0.00% | 0 | -5,751 | -100.0% | -$23.61万 | 清仓 |