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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $3,211.20万 | 0.20% | 36,788 | -1,638 | -4.3% | -$142.98万 | 减仓 |
| ORCL | ORACLE CORP | $3,168.78万 | 0.19% | 215,402 | -113,854 | -34.6% | -$1,674.91万 | 减仓 |
| AMGN | AMGEN INC | $3,160.63万 | 0.19% | 89,829 | -970 | -1.1% | -$34.13万 | 减仓 |
| CAT | CATERPILLAR INC | $3,143.35万 | 0.19% | 44,369 | 179 | 0.4% | $12.68万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3,115.64万 | 0.19% | 570,840 | -2,232 | -0.4% | -$12.18万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,100.32万 | 0.19% | 36,647 | 1,301 | 3.7% | $110.06万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,074.87万 | 0.19% | 117,447 | -1,323 | -1.1% | -$34.64万 | 减仓 |
| GTIP | GOLDMAN SACHS ETF TR | $3,060.74万 | 0.19% | 620,337 | 300,855 | 94.2% | $1,484.42万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3,006.14万 | 0.18% | 87,586 | 5,535 | 6.7% | $189.97万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $2,872.06万 | 0.18% | 448,851 | 36,505 | 8.9% | $233.58万 | 加仓 |
| DE | DEERE & CO | $2,871.86万 | 0.18% | 50,983 | 1,111 | 2.2% | $62.58万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,867.95万 | 0.18% | 144,634 | -3,514 | -2.4% | -$69.68万 | 减仓 |
| SGOV | ISHARES TR | $2,773.68万 | 0.17% | 275,531 | -773 | -0.3% | -$7.78万 | 减仓 |
| IGSB | ISHARES TR | $2,704.94万 | 0.17% | 514,896 | -49,195 | -8.7% | -$258.44万 | 减仓 |
| GE | GE AEROSPACE | $2,666.68万 | 0.16% | 93,973 | 4,112 | 4.6% | $116.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,653.62万 | 0.16% | 40,800 | 7,700 | 23.3% | $500.81万 | 加仓 |
| IUSG | ISHARES TR | $2,644.39万 | 0.16% | 170,474 | 52,377 | 44.4% | $812.47万 | 加仓 |
| IBTI | ISHARES TR | $2,631.72万 | 0.16% | 1,181,634 | 137,223 | 13.1% | $305.62万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,623.46万 | 0.16% | 29,305 | -1,441 | -4.7% | -$129.00万 | 减仓 |
| IBTJ | ISHARES TR | $2,614.89万 | 0.16% | 1,197,930 | 142,547 | 13.5% | $311.16万 | 加仓 |
| SDY | SPDR SERIES TRUST | $2,580.11万 | 0.16% | 176,671 | -7,776 | -4.2% | -$113.56万 | 减仓 |
| APH | AMPHENOL CORP | $2,560.10万 | 0.16% | 202,620 | -1,210 | -0.6% | -$15.29万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,521.40万 | 0.16% | 394,895 | 9,513 | 2.5% | $60.74万 | 加仓 |
| ETN | EATON CORP PLC | $2,471.64万 | 0.15% | 69,104 | 1,139 | 1.7% | $40.74万 | 加仓 |
| IBTK | ISHARES TR | $2,438.18万 | 0.15% | 1,236,306 | 312,078 | 33.8% | $615.47万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,422.78万 | 0.15% | 49,291 | 593 | 1.2% | $29.15万 | 加仓 |
| CRM | SALESFORCE INC | $2,414.12万 | 0.15% | 129,326 | -3,038 | -2.3% | -$56.71万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,406.27万 | 0.15% | 80,520 | -115 | -0.1% | -$3.44万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $2,389.99万 | 0.15% | 553,237 | 262,470 | 90.3% | $1,133.87万 | 加仓 |
| ITOT | ISHARES TR | $2,333.22万 | 0.14% | 163,823 | -21,880 | -11.8% | -$311.62万 | 减仓 |
| TMUS | T-MOBILE US INC | $2,270.39万 | 0.14% | 108,098 | -2,968 | -2.7% | -$62.34万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,248.32万 | 0.14% | 86,378 | 7,207 | 9.1% | $187.59万 | 加仓 |
| KKR | KKR & CO INC | $2,233.68万 | 0.14% | 241,478 | -5,906 | -2.4% | -$54.63万 | 减仓 |
| DGRO | ISHARES TR | $2,228.36万 | 0.14% | 317,552 | 1,728 | 0.5% | $12.13万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,207.26万 | 0.14% | 92,843 | 6,821 | 7.9% | $162.16万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,183.88万 | 0.13% | 164,251 | 4,906 | 3.1% | $65.23万 | 加仓 |
| IWD | ISHARES TR | $2,152.65万 | 0.13% | 100,679 | 1,482 | 1.5% | $31.69万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $2,146.27万 | 0.13% | 865,607 | -105,979 | -10.9% | -$262.77万 | 减仓 |
| NOW | SERVICENOW INC | $2,139.66万 | 0.13% | 204,654 | 100,205 | 95.9% | $1,047.64万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,129.86万 | 0.13% | 55,575 | -786 | -1.4% | -$30.12万 | 减仓 |
| FLOT | ISHARES TR | $2,077.32万 | 0.13% | 407,590 | -10,679 | -2.6% | -$54.43万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,016.52万 | 0.12% | 144,688 | -26,123 | -15.3% | -$364.08万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,015.13万 | 0.12% | 802,522 | -24,273 | -2.9% | -$60.95万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,011.08万 | 0.12% | 195,878 | -3,501 | -1.8% | -$35.94万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $1,987.84万 | 0.12% | 779,851 | 133,098 | 20.6% | $339.27万 | 加仓 |
| IJS | ISHARES TR | $1,975.31万 | 0.12% | 166,774 | -12,502 | -7.0% | -$148.08万 | 减仓 |
| IWM | ISHARES TR | $1,968.01万 | 0.12% | 79,388 | 586 | 0.7% | $14.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,950.59万 | 0.12% | 95,885 | 1,758 | 1.9% | $35.76万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,938.42万 | 0.12% | 263,301 | 9,345 | 3.7% | $68.80万 | 加仓 |
| WAB | WABTEC | $1,930.07万 | 0.12% | 77,231 | -4,937 | -6.0% | -$123.38万 | 减仓 |
| IJT | ISHARES TR | $1,868.00万 | 0.11% | 129,080 | -4,497 | -3.4% | -$65.08万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,866.26万 | 0.11% | 98,431 | -1,355 | -1.4% | -$25.69万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,828.22万 | 0.11% | 124,702 | -1,850 | -1.5% | -$27.12万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,804.26万 | 0.11% | 4,285 | -40 | -0.9% | -$16.84万 | 减仓 |
| IRM | IRON MTN INC DEL | $1,794.12万 | 0.11% | 175,653 | 2,783 | 1.6% | $28.43万 | 加仓 |
| NDAQ | NASDAQ INC | $1,775.08万 | 0.11% | 209,103 | -44,604 | -17.6% | -$378.64万 | 减仓 |
| USMV | ISHARES TR | $1,772.92万 | 0.11% | 191,280 | -2,605 | -1.3% | -$24.15万 | 减仓 |
| MRK | MERCK & CO INC | $1,747.96万 | 0.11% | 145,312 | -3,591 | -2.4% | -$43.20万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,738.31万 | 0.11% | 100,725 | -4,488 | -4.3% | -$77.45万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,726.04万 | 0.11% | 80,244 | 3,667 | 4.8% | $78.88万 | 加仓 |
| PULS | PGIM ETF TR | $1,665.41万 | 0.10% | 336,405 | 69,031 | 25.8% | $341.74万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $1,656.86万 | 0.10% | 130,174 | 1,146 | 0.9% | $14.59万 | 加仓 |
| SHY | ISHARES TR | $1,650.46万 | 0.10% | 199,938 | -55,771 | -21.8% | -$460.38万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,624.86万 | 0.10% | 101,351 | 4,062 | 4.2% | $65.12万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,619.31万 | 0.10% | 285,551 | 19,459 | 7.3% | $110.35万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,618.75万 | 0.10% | 75,763 | -605 | -0.8% | -$12.93万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,614.25万 | 0.10% | 202,770 | 7,921 | 4.1% | $63.06万 | 加仓 |
| INTU | INTUIT | $1,608.70万 | 0.10% | 37,206 | -2,475 | -6.2% | -$107.01万 | 减仓 |
| IUSV | ISHARES TR | $1,603.38万 | 0.10% | 156,812 | 26,290 | 20.1% | $268.81万 | 加仓 |
| ACWI | ISHARES TR | $1,572.60万 | 0.10% | 113,848 | 1,790 | 1.6% | $24.73万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,565.79万 | 0.10% | 72,296 | -8,295 | -10.3% | -$179.65万 | 减仓 |
| IWV | ISHARES TR | $1,553.01万 | 0.10% | 41,907 | -1,518 | -3.5% | -$56.25万 | 减仓 |
| CME | CME GROUP INC | $1,548.65万 | 0.10% | 52,435 | -6,414 | -10.9% | -$189.44万 | 减仓 |
| T | AT&T INC | $1,537.84万 | 0.09% | 530,473 | -4,224 | -0.8% | -$12.25万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,532.98万 | 0.09% | 290,008 | -93,315 | -24.3% | -$493.26万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,532.84万 | 0.09% | 167,261 | -111,796 | -40.1% | -$1,024.54万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,532.53万 | 0.09% | 305,285 | 13,192 | 4.5% | $66.22万 | 加仓 |
| MINT | PIMCO ETF TR | $1,500.29万 | 0.09% | 149,075 | 2,450 | 1.7% | $24.66万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,499.80万 | 0.09% | 570,789 | 283,970 | 99.0% | $746.16万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,480.43万 | 0.09% | 89,145 | -24,220 | -21.4% | -$402.22万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $1,480.41万 | 0.09% | 255,620 | 3,171 | 1.3% | $18.36万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,457.98万 | 0.09% | 171,064 | 10,081 | 6.3% | $85.92万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,439.56万 | 0.09% | 131,949 | -18,063 | -12.0% | -$197.07万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,431.32万 | 0.09% | 96,652 | 5,246 | 5.7% | $77.69万 | 加仓 |
| CPRT | COPART INC | $1,414.55万 | 0.09% | 426,068 | 641 | 0.2% | $2.13万 | 加仓 |
| FFIV | F5 INC | $1,409.24万 | 0.09% | 48,707 | -104 | -0.2% | -$3.01万 | 减仓 |
| NVS | NOVARTIS AG | $1,406.14万 | 0.09% | 92,055 | 7,014 | 8.2% | $107.14万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,405.24万 | 0.09% | 159,397 | -268,610 | -62.8% | -$2,368.06万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,397.16万 | 0.09% | 258,494 | 2,760 | 1.1% | $14.92万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,376.21万 | 0.08% | 148,171 | 1,524 | 1.0% | $14.15万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,369.39万 | 0.08% | 145,710 | 2,510 | 1.8% | $23.59万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,359.65万 | 0.08% | 122,609 | -2,341 | -1.9% | -$25.96万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,359.29万 | 0.08% | 585,144 | 22,046 | 3.9% | $51.21万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,357.89万 | 0.08% | 103,640 | -2,327 | -2.2% | -$30.49万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,353.64万 | 0.08% | 188,189 | -4,843 | -2.5% | -$34.84万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $1,345.87万 | 0.08% | 264,570 | 166,175 | 168.9% | $845.33万 | 加仓 |
| IWY | ISHARES TR | $1,341.88万 | 0.08% | 53,931 | -350 | -0.6% | -$8.71万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,336.14万 | 0.08% | 55,123 | 852 | 1.6% | $20.65万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,309.46万 | 0.08% | 38,760 | 3,668 | 10.5% | $123.92万 | 加仓 |
| IEUR | ISHARES TR | $1,305.28万 | 0.08% | 186,003 | -2,561 | -1.4% | -$17.97万 | 减仓 |