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 |
|---|---|---|---|---|---|---|---|---|
| BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | -846 | -100.0% | -$23.58万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,426 | -100.0% | -$23.50万 | 清仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $0 | 0.00% | 0 | -3,760 | -100.0% | -$23.38万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -2,362 | -100.0% | -$23.16万 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -7,065 | -100.0% | -$23.12万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -1,961 | -100.0% | -$23.07万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -10,092 | -100.0% | -$22.93万 | 清仓 |
| NTSX | WISDOMTREE TR | $0 | 0.00% | 0 | -4,395 | -100.0% | -$22.90万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -1,281 | -100.0% | -$22.79万 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -1,279 | -100.0% | -$22.61万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,195 | -100.0% | -$22.53万 | 清仓 |
| — | COEPTIS THERAPEUTICS HLDGS I | $0 | 0.00% | 0 | -20,000 | -100.0% | -$22.44万 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | -6,029 | -100.0% | -$22.42万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,596 | -100.0% | -$22.42万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -5,567 | -100.0% | -$22.38万 | 清仓 |
| SLGN | SILGAN HLDGS INC | $0 | 0.00% | 0 | -5,722 | -100.0% | -$22.20万 | 清仓 |
| SR | SPIRE INC | $0 | 0.00% | 0 | -2,438 | -100.0% | -$22.07万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,843 | -100.0% | -$21.91万 | 清仓 |
| CHH | CHOICE HOTELS INTL INC | $0 | 0.00% | 0 | -2,101 | -100.0% | -$21.75万 | 清仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -11,516 | -100.0% | -$21.73万 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -3,292 | -100.0% | -$21.57万 | 清仓 |
| FFIN | FIRST FINL BANKSHARES INC | $0 | 0.00% | 0 | -7,300 | -100.0% | -$21.50万 | 清仓 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -14,513 | -100.0% | -$21.44万 | 清仓 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -371 | -100.0% | -$21.23万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -2,572 | -100.0% | -$21.12万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -8,246 | -100.0% | -$21.06万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -2,066 | -100.0% | -$20.98万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1,195 | -100.0% | -$20.32万 | 清仓 |
| LBTYK | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -17,285 | -100.0% | -$20.28万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -10,477 | -100.0% | -$20.15万 | 清仓 |
| LIVN | LIVANOVA PLC | $0 | 0.00% | 0 | -3,157 | -100.0% | -$20.07万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1,480 | -100.0% | -$20.04万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -11,394 | -100.0% | -$19.36万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -10,076 | -100.0% | -$18.91万 | 清仓 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -27,477 | -100.0% | -$18.08万 | 清仓 |
| CALY | CALLAWAY GOLF CO | $0 | 0.00% | 0 | -12,970 | -100.0% | -$18.00万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -15,714 | -100.0% | -$17.29万 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | -11,485 | -100.0% | -$17.10万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -11,550 | -100.0% | -$14.88万 | 清仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -16,100 | -100.0% | -$14.73万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -16,606 | -100.0% | -$14.50万 | 清仓 |
| AUR | AURORA INNOVATION INC | $0 | 0.00% | 0 | -32,985 | -100.0% | -$13.59万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -22,481 | -100.0% | -$13.47万 | 清仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $0 | 0.00% | 0 | -20,279 | -100.0% | -$13.47万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -10,441 | -100.0% | -$12.80万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -28,924 | -100.0% | -$12.55万 | 清仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $0 | 0.00% | 0 | -10,960 | -100.0% | -$12.53万 | 清仓 |
| MBC | MASTERBRAND INC | $0 | 0.00% | 0 | -12,223 | -100.0% | -$10.16万 | 清仓 |
| RWT | REDWOOD TRUST INC | $0 | 0.00% | 0 | -15,735 | -100.0% | -$8.83万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -12,434 | -100.0% | -$8.82万 | 清仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $0 | 0.00% | 0 | -13,684 | -100.0% | -$8.81万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -13,213 | -100.0% | -$8.76万 | 清仓 |
| PDM | PIEDMONT REALTY TRUST INC | $0 | 0.00% | 0 | -13,097 | -100.0% | -$8.60万 | 清仓 |
| AIV | APARTMENT INVT & MGMT CO | $0 | 0.00% | 0 | -20,491 | -100.0% | -$8.34万 | 清仓 |
| MTA | METALLA RTY & STREAMING LTD | $0 | 0.00% | 0 | -12,291 | -100.0% | -$8.15万 | 清仓 |
| VYX | NCR VOYIX CORPORATION | $0 | 0.00% | 0 | -12,490 | -100.0% | -$7.91万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -17,000 | -100.0% | -$7.82万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -12,803 | -100.0% | -$7.30万 | 清仓 |
| DCH | DAUCH CORP | $0 | 0.00% | 0 | -11,512 | -100.0% | -$6.83万 | 清仓 |
| CRCT | CRICUT INC | $0 | 0.00% | 0 | -18,202 | -100.0% | -$6.81万 | 清仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $0 | 0.00% | 0 | -10,405 | -100.0% | -$4.84万 | 清仓 |