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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $696.97万 | 0.04% | 248,210 | 8,718 | 3.6% | $24.48万 | 加仓 |
| SHOP | SHOPIFY INC | $693.81万 | 0.04% | 58,490 | 7,097 | 13.8% | $84.18万 | 加仓 |
| ADBE | ADOBE INC | $693.78万 | 0.04% | 28,541 | -33,581 | -54.1% | -$816.29万 | 减仓 |
| IBDS | ISHARES TR | $676.11万 | 0.04% | 279,164 | 109,298 | 64.3% | $264.71万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $674.74万 | 0.04% | 232,189 | -22,349 | -8.8% | -$64.95万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $674.55万 | 0.04% | 19,743 | -3,132 | -13.7% | -$107.01万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $664.98万 | 0.04% | 108,577 | -705 | -0.6% | -$4.32万 | 减仓 |
| JNK | SPDR SERIES TRUST | $656.32万 | 0.04% | 68,722 | -473,595 | -87.3% | -$4,523.01万 | 减仓 |
| PSX | PHILLIPS 66 | $654.80万 | 0.04% | 35,942 | -426 | -1.2% | -$7.76万 | 减仓 |
| LIN | LINDE PLC | $654.19万 | 0.04% | 13,196 | 846 | 6.9% | $41.94万 | 加仓 |
| SLVP | ISHARES INC | $652.73万 | 0.04% | 184,103 | 6,511 | 3.7% | $23.08万 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $652.19万 | 0.04% | 2,728,809 | 520,096 | 23.5% | $124.30万 | 加仓 |
| CSM | PROSHARES TR | $650.29万 | 0.04% | 86,640 | -306 | -0.4% | -$2.30万 | 减仓 |
| PLD | PROLOGIS INC. | $649.55万 | 0.04% | 49,142 | 939 | 1.9% | $12.41万 | 加仓 |
| USHY | ISHARES TR | $649.30万 | 0.04% | 176,662 | -63,827 | -26.5% | -$234.59万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $645.32万 | 0.04% | 83,407 | 6,523 | 8.5% | $50.47万 | 加仓 |
| MO | ALTRIA GROUP INC | $641.16万 | 0.04% | 97,160 | 3,987 | 4.3% | $26.31万 | 加仓 |
| BOND | PIMCO ETF TR | $639.73万 | 0.04% | 69,318 | 56,271 | 431.3% | $519.32万 | 加仓 |
| CACI | CACI INTL INC | $637.20万 | 0.04% | 11,716 | -202 | -1.7% | -$10.99万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $635.16万 | 0.04% | 88,512 | 1,729 | 2.0% | $12.41万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $631.62万 | 0.04% | 9,258 | -603 | -6.1% | -$41.14万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $621.77万 | 0.04% | 21,404 | -26,174 | -55.0% | -$760.34万 | 减仓 |
| IHDG | WISDOMTREE TR | $618.07万 | 0.04% | 128,363 | 11,601 | 9.9% | $55.86万 | 加仓 |
| IPAC | ISHARES TR | $601.68万 | 0.04% | 78,722 | -2,990 | -3.7% | -$22.85万 | 减仓 |
| BBY | BEST BUY INC | $601.06万 | 0.04% | 93,623 | 60,979 | 186.8% | $391.49万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $598.76万 | 0.04% | 52,432 | 4,660 | 9.8% | $53.22万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $596.10万 | 0.04% | 32,675 | -1,825 | -5.3% | -$33.29万 | 减仓 |
| TRMB | TRIMBLE INC | $590.14万 | 0.04% | 90,470 | 4,599 | 5.4% | $30.00万 | 加仓 |
| SUB | ISHARES TR | $589.97万 | 0.04% | 55,511 | -1,620 | -2.8% | -$17.22万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $586.07万 | 0.04% | 20,987 | -477 | -2.2% | -$13.32万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $584.27万 | 0.04% | 82,369 | 604 | 0.7% | $4.28万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $583.95万 | 0.04% | 115,110 | 831 | 0.7% | $4.22万 | 加仓 |
| NTRS | NORTHERN TR CORP | $582.07万 | 0.04% | 41,704 | 7,944 | 23.5% | $110.88万 | 加仓 |
| AAUS | EA SERIES TRUST | $581.51万 | 0.04% | 110,967 | -808 | -0.7% | -$4.23万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $580.87万 | 0.04% | 53,715 | -15,899 | -22.8% | -$171.93万 | 减仓 |
| SMLF | ISHARES TR | $577.81万 | 0.04% | 76,587 | 2,645 | 3.6% | $19.96万 | 加仓 |
| CB | CHUBB LTD SWITZ | $577.42万 | 0.04% | 17,716 | -60 | -0.3% | -$1.96万 | 减仓 |
| HEI | HEICO CORP NEW | $576.85万 | 0.04% | 21,038 | -13,456 | -39.0% | -$368.95万 | 减仓 |
| NKE | NIKE INC | $575.78万 | 0.04% | 109,007 | 1,288 | 1.2% | $6.80万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $575.60万 | 0.04% | 35,586 | -1,660 | -4.5% | -$26.85万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $574.51万 | 0.04% | 8 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $571.80万 | 0.04% | 125,258 | -2,247 | -1.8% | -$10.26万 | 减仓 |
| GSC | GOLDMAN SACHS ETF TR | $567.43万 | 0.03% | 103,811 | 51,562 | 98.7% | $281.84万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $561.79万 | 0.03% | 95,575 | 792 | 0.8% | $4.66万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $559.70万 | 0.03% | 9,261 | 1,380 | 17.5% | $83.40万 | 加仓 |
| IWR | ISHARES TR | $556.46万 | 0.03% | 57,227 | -8,215 | -12.6% | -$79.88万 | 减仓 |
| DVY | ISHARES TR | $555.32万 | 0.03% | 36,682 | 3,795 | 11.5% | $57.45万 | 加仓 |
| QCRH | QCR HLDGS INC | $553.94万 | 0.03% | 64,826 | 2,383 | 3.8% | $20.36万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $549.74万 | 0.03% | 55,484 | 17,243 | 45.1% | $170.85万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $545.93万 | 0.03% | 12,226 | 149 | 1.2% | $6.65万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $537.46万 | 0.03% | 225,919 | 27,921 | 14.1% | $66.42万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $529.23万 | 0.03% | 25,437 | -3,328 | -11.6% | -$69.24万 | 减仓 |
| SOXX | ISHARES TR | $527.93万 | 0.03% | 16,049 | -1,867 | -10.4% | -$61.41万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $526.30万 | 0.03% | 44,364 | 8,779 | 24.7% | $104.15万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $517.05万 | 0.03% | 104,700 | 593 | 0.6% | $2.93万 | 加仓 |
| C | CITIGROUP INC | $513.38万 | 0.03% | 45,268 | -2,619 | -5.5% | -$29.70万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $509.90万 | 0.03% | 105,257 | 40 | 0.0% | $1,938 | 加仓 |
| PAYX | PAYCHEX INC | $499.55万 | 0.03% | 54,228 | 1,043 | 2.0% | $9.61万 | 加仓 |
| DOV | DOVER CORP | $494.31万 | 0.03% | 23,713 | 326 | 1.4% | $6.80万 | 加仓 |
| IBDT | ISHARES TR | $490.57万 | 0.03% | 193,845 | 73,290 | 60.8% | $185.48万 | 加仓 |
| AMLP | ALPS ETF TR | $487.29万 | 0.03% | 92,758 | -2,431 | -2.6% | -$12.77万 | 减仓 |
| SUSC | ISHARES TR | $485.75万 | 0.03% | 210,400 | -1,493 | -0.7% | -$3.45万 | 减仓 |
| EQIX | EQUINIX INC | $477.02万 | 0.03% | 4,866 | 281 | 6.1% | $27.55万 | 加仓 |
| — | THOMSON REUTERS CORP | $468.98万 | 0.03% | 52,120 | -10,795 | -17.2% | -$97.13万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $467.57万 | 0.03% | 34,084 | 31,906 | 1,464.9% | $437.69万 | 加仓 |
| BSY | BENTLEY SYS INC | $466.69万 | 0.03% | 132,885 | 132,885 | — | $466.69万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $466.08万 | 0.03% | 82,374 | -3,985 | -4.6% | -$22.55万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $464.95万 | 0.03% | 66,243 | -6,814 | -9.3% | -$47.83万 | 减仓 |
| IBDU | ISHARES TR | $464.84万 | 0.03% | 199,987 | 72,867 | 57.3% | $169.37万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $464.47万 | 0.03% | 99,014 | -12,079 | -10.9% | -$56.66万 | 减仓 |
| IYC | ISHARES TR | $460.64万 | 0.03% | 47,516 | -769 | -1.6% | -$7.46万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $447.61万 | 0.03% | 45,721 | -1,381 | -2.9% | -$13.52万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $446.85万 | 0.03% | 14,695 | 923 | 6.7% | $28.07万 | 加仓 |
| AON | AON PLC | $446.80万 | 0.03% | 13,842 | 8,910 | 180.7% | $287.60万 | 加仓 |
| SIL | GLOBAL X FDS | $445.80万 | 0.03% | 49,489 | 15,039 | 43.7% | $135.47万 | 加仓 |
| F | FORD MTR CO | $444.86万 | 0.03% | 385,493 | 236,487 | 158.7% | $272.91万 | 加仓 |
| GWW | WW GRAINGER INC | $443.20万 | 0.03% | 4,063 | 405 | 11.1% | $44.18万 | 加仓 |
| WELL | WELLTOWER INC | $442.62万 | 0.03% | 22,388 | 41 | 0.2% | $8,106 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $441.58万 | 0.03% | 32,448 | 25,333 | 356.1% | $344.76万 | 加仓 |
| IBDV | ISHARES TR | $436.19万 | 0.03% | 199,514 | 81,389 | 68.9% | $177.94万 | 加仓 |
| IBMQ | ISHARES TR | $433.70万 | 0.03% | 170,016 | 37,454 | 28.3% | $95.54万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $433.08万 | 0.03% | 7,500 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $432.84万 | 0.03% | 170,486 | 37,505 | 28.2% | $95.22万 | 加仓 |
| IBMO | ISHARES TR | $429.28万 | 0.03% | 167,291 | 35,817 | 27.2% | $91.91万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $427.23万 | 0.03% | 199,359 | -10,159 | -4.8% | -$21.77万 | 减仓 |
| IBMR | ISHARES TR | $425.42万 | 0.03% | 168,050 | 37,731 | 29.0% | $95.52万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $425.20万 | 0.03% | 51,428 | 679 | 1.3% | $5.61万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $425.09万 | 0.03% | 58,666 | -318 | -0.5% | -$2.30万 | 减仓 |
| AZO | AUTOZONE INC | $423.77万 | 0.03% | 1,255 | 51 | 4.2% | $17.22万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $421.37万 | 0.03% | 18,284 | 5,500 | 43.0% | $126.75万 | 加仓 |
| IBMS | ISHARES TR | $419.94万 | 0.03% | 162,751 | 46,110 | 39.5% | $118.98万 | 加仓 |
| GM | GENERAL MTRS CO | $418.79万 | 0.03% | 56,213 | 19,207 | 51.9% | $143.09万 | 加仓 |
| POOL | POOL CORP | $417.99万 | 0.03% | 20,659 | -3,890 | -15.8% | -$78.71万 | 减仓 |
| MMM | 3M CO | $417.30万 | 0.03% | 28,734 | 644 | 2.3% | $9.35万 | 加仓 |
| WSO | WATSCO INC | $416.98万 | 0.03% | 11,462 | -1,887 | -14.1% | -$68.65万 | 减仓 |
| IXN | ISHARES TR | $416.56万 | 0.03% | 41,699 | 1,639 | 4.1% | $16.37万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $412.59万 | 0.03% | 143,709 | 43,452 | 43.3% | $124.75万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $412.31万 | 0.03% | 22,879 | -1,509 | -6.2% | -$27.19万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $411.14万 | 0.03% | 16,200 | 200 | 1.2% | $5.08万 | 加仓 |
| DSI | ISHARES TR | $410.27万 | 0.03% | 33,858 | -2,000 | -5.6% | -$24.23万 | 减仓 |