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 |
|---|---|---|---|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $168.08万 | 0.01% | 31,851 | -3,710 | -10.4% | -$19.58万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $167.12万 | 0.01% | 12,359 | 1,027 | 9.1% | $13.89万 | 加仓 |
| STT | STATE STR CORP | $166.86万 | 0.01% | 13,184 | 2,244 | 20.5% | $28.40万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $166.78万 | 0.01% | 8,432 | 267 | 3.3% | $5.28万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $166.37万 | 0.01% | 4,636 | 456 | 10.9% | $16.36万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $165.90万 | 0.01% | 10,551 | -14 | -0.1% | -$2,201 | 减仓 |
| FIXT | TCW ETF TRUST | $165.46万 | 0.01% | 43,602 | -522 | -1.2% | -$1.98万 | 减仓 |
| EBAY | EBAY INC. | $165.16万 | 0.01% | 18,146 | 1,622 | 9.8% | $14.76万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $164.08万 | 0.01% | 30,927 | 605 | 2.0% | $3.21万 | 加仓 |
| IWN | ISHARES TR | $163.76万 | 0.01% | 8,634 | -453 | -5.0% | -$8.59万 | 减仓 |
| ING | ING GROEP N.V. | $162.78万 | 0.01% | 62,488 | -3,880 | -5.8% | -$10.11万 | 减仓 |
| PHM | PULTE GROUP INC | $162.31万 | 0.01% | 13,801 | 3,217 | 30.4% | $37.83万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $162.15万 | 0.01% | 1,483 | -1,008 | -40.5% | -$110.21万 | 减仓 |
| DVYE | ISHARES INC | $162.02万 | 0.01% | 47,376 | 3,391 | 7.7% | $11.60万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $161.49万 | 0.01% | 7,642 | 1,878 | 32.6% | $39.69万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $160.06万 | 0.01% | 16,160 | 1,648 | 11.4% | $16.32万 | 加仓 |
| IBDY | ISHARES TR | $159.80万 | 0.01% | 61,919 | 9,138 | 17.3% | $23.58万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $157.21万 | 0.01% | 37,077 | 117 | 0.3% | $4,961 | 加仓 |
| SLV | ISHARES SILVER TR | $156.84万 | 0.01% | 23,018 | 5,384 | 30.5% | $36.69万 | 加仓 |
| VICI | VICI PPTYS INC | $154.63万 | 0.01% | 56,598 | 14,358 | 34.0% | $39.23万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $154.56万 | 0.01% | 33,325 | -898 | -2.6% | -$4.16万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $154.07万 | 0.01% | 25,236 | 2,565 | 11.3% | $15.66万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $153.98万 | 0.01% | 5,453 | 314 | 6.1% | $8.87万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $153.58万 | 0.01% | 25,034 | 282 | 1.1% | $1.73万 | 加仓 |
| VDC | VANGUARD WORLD FD | $152.77万 | 0.01% | 6,803 | -3 | -0.0% | -$674 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $152.74万 | 0.01% | 18,559 | 1,784 | 10.6% | $14.68万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $152.60万 | 0.01% | 23,312 | -1,617 | -6.5% | -$10.58万 | 减仓 |
| ACWV | ISHARES INC | $152.30万 | 0.01% | 12,744 | -60 | -0.5% | -$7,171 | 减仓 |
| TPR | TAPESTRY INC | $152.12万 | 0.01% | 10,781 | -4,480 | -29.4% | -$63.21万 | 减仓 |
| ESGD | ISHARES TR | $150.97万 | 0.01% | 15,810 | -105 | -0.7% | -$1.00万 | 减仓 |
| RELX | RELX PLC | $150.57万 | 0.01% | 45,421 | 3,441 | 8.2% | $11.41万 | 加仓 |
| XEL | XCEL ENERGY INC | $150.33万 | 0.01% | 18,924 | 2,178 | 13.0% | $17.30万 | 加仓 |
| EQT | EQT CORP | $149.92万 | 0.01% | 23,557 | 1,498 | 6.8% | $9.53万 | 加仓 |
| IGM | ISHARES TR | $149.77万 | 0.01% | 12,640 | -637 | -4.8% | -$7.55万 | 减仓 |
| KMX | CARMAX INC | $149.46万 | 0.01% | 35,944 | 3,587 | 11.1% | $14.91万 | 加仓 |
| XPO | XPO INC | $149.41万 | 0.01% | 7,680 | 1,224 | 19.0% | $23.81万 | 加仓 |
| IWO | ISHARES TR | $148.80万 | 0.01% | 4,739 | -1,355 | -22.2% | -$42.54万 | 减仓 |
| TRGP | TARGA RES CORP | $147.99万 | 0.01% | 5,902 | 885 | 17.6% | $22.19万 | 加仓 |
| EXC | EXELON CORP | $147.66万 | 0.01% | 30,122 | 2,754 | 10.1% | $13.50万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $147.37万 | 0.01% | 26,834 | 11,825 | 78.8% | $64.94万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $146.82万 | 0.01% | 52,663 | 1,428 | 2.8% | $3.98万 | 加仓 |
| SCZ | ISHARES TR | $146.53万 | 0.01% | 18,761 | 4,111 | 28.1% | $32.11万 | 加仓 |
| DAL | DELTA AIR LINES INC | $146.22万 | 0.01% | 21,995 | -1,646 | -7.0% | -$10.94万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $146.16万 | 0.01% | 2,796 | 670 | 31.5% | $35.02万 | 加仓 |
| EVUS | ISHARES TR | $145.27万 | 0.01% | 45,595 | -5,696 | -11.1% | -$18.15万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $143.94万 | 0.01% | 91,973 | 14,197 | 18.3% | $22.22万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $143.57万 | 0.01% | 30,606 | 2,097 | 7.4% | $9.84万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $142.62万 | 0.01% | 79,146 | -70 | -0.1% | -$1,261 | 减仓 |
| CORP | PIMCO ETF TR | $141.87万 | 0.01% | 14,661 | 14,661 | — | $141.87万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $139.97万 | 0.01% | 3,684 | 368 | 11.1% | $13.98万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $139.73万 | 0.01% | 23,300 | 1,607 | 7.4% | $9.64万 | 加仓 |
| EUSB | ISHARES TR | $139.26万 | 0.01% | 31,995 | 611 | 1.9% | $2.66万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $138.41万 | 0.01% | 17,181 | 6,407 | 59.5% | $51.61万 | 加仓 |
| RING | ISHARES INC | $137.49万 | 0.01% | 17,367 | 2,465 | 16.5% | $19.51万 | 加仓 |
| ENB | ENBRIDGE INC | $137.42万 | 0.01% | 25,382 | -1,165 | -4.4% | -$6.31万 | 减仓 |
| EIX | EDISON INTL | $136.89万 | 0.01% | 18,706 | 1,760 | 10.4% | $12.88万 | 加仓 |
| XME | SPDR SERIES TRUST | $135.54万 | 0.01% | 12,556 | 12,556 | — | $135.54万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $135.26万 | 0.01% | 4,088 | 1,639 | 66.9% | $54.23万 | 加仓 |
| IQV | IQVIA HLDGS INC | $134.50万 | 0.01% | 7,887 | -162 | -2.0% | -$2.76万 | 减仓 |
| IBTA | IBOTTA INC | $134.18万 | 0.01% | 44,773 | 225 | 0.5% | $6,743 | 加仓 |
| PFF | ISHARES TR | $134.13万 | 0.01% | 44,339 | -6,642 | -13.0% | -$20.09万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $133.20万 | 0.01% | 10,259 | 762 | 8.0% | $9.89万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $132.93万 | 0.01% | 1,054 | 51 | 5.1% | $6.43万 | 加仓 |
| TOLZ | PROSHARES TR | $132.91万 | 0.01% | 22,165 | -4,672 | -17.4% | -$28.01万 | 减仓 |
| FIX | COMFORT SYS USA INC | $132.38万 | 0.01% | 960 | 230 | 31.5% | $31.72万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $132.13万 | 0.01% | 13,526 | -3,634 | -21.2% | -$35.50万 | 减仓 |
| EEMV | ISHARES INC | $131.51万 | 0.01% | 20,317 | -215 | -1.0% | -$1.39万 | 减仓 |
| DTE | DTE ENERGY CO | $131.42万 | 0.01% | 8,988 | 1,197 | 15.4% | $17.50万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $130.56万 | 0.01% | 50,942 | 50,942 | — | $130.56万 | 新建仓 |
| CMF | ISHARES TR | $130.35万 | 0.01% | 22,960 | 2,906 | 14.5% | $16.50万 | 加仓 |
| AME | AMETEK INC | $129.70万 | 0.01% | 6,051 | 113 | 1.9% | $2.42万 | 加仓 |
| NTAP | NETAPP INC | $129.41万 | 0.01% | 12,639 | 2,838 | 29.0% | $29.06万 | 加仓 |
| AOA | ISHARES TR | $129.14万 | 0.01% | 14,624 | -103 | -0.7% | -$9,096 | 减仓 |
| IFRA | ISHARES TR | $129.08万 | 0.01% | 22,573 | 4,789 | 26.9% | $27.39万 | 加仓 |
| SGDM | SPROTT ETF TRUST | $128.96万 | 0.01% | 17,031 | -4,762 | -21.9% | -$36.06万 | 减仓 |
| DG | DOLLAR GEN CORP | $128.06万 | 0.01% | 10,786 | -94 | -0.9% | -$1.12万 | 减仓 |
| VIS | VANGUARD WORLD FD | $127.94万 | 0.01% | 4,095 | -25 | -0.6% | -$7,811 | 减仓 |
| USIG | ISHARES TR | $127.43万 | 0.01% | 24,910 | -1,133 | -4.4% | -$5.80万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $125.96万 | 0.01% | 11,559 | -504 | -4.2% | -$5.49万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $125.42万 | 0.01% | 17,254 | 1,589 | 10.1% | $11.55万 | 加仓 |
| VTR | VENTAS INC | $124.70万 | 0.01% | 15,248 | 3,054 | 25.0% | $24.98万 | 加仓 |
| BIIB | BIOGEN INC | $124.41万 | 0.01% | 6,786 | 531 | 8.5% | $9.74万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $124.35万 | 0.01% | 17,327 | -1,678 | -8.8% | -$12.04万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $124.09万 | 0.01% | 4,373 | 2,436 | 125.8% | $69.12万 | 加仓 |
| HYS | PIMCO ETF TR | $122.82万 | 0.01% | 13,187 | 13,187 | — | $122.82万 | 新建仓 |
| DXCM | DEXCOM INC | $122.02万 | 0.01% | 19,430 | -634 | -3.2% | -$3.98万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $121.99万 | 0.01% | 19,898 | -55 | -0.3% | -$3,372 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $121.62万 | 0.01% | 4,490 | 804 | 21.8% | $21.78万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $121.15万 | 0.01% | 9,239 | 1,660 | 21.9% | $21.77万 | 加仓 |
| TPSC | TIMOTHY PLAN | $120.60万 | 0.01% | 28,410 | 2,092 | 7.9% | $8.88万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $120.38万 | 0.01% | 30,088 | 2,441 | 8.8% | $9.77万 | 加仓 |
| IGF | ISHARES TR | $119.99万 | 0.01% | 17,959 | 17,959 | — | $119.99万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $119.42万 | 0.01% | 12,734 | 74 | 0.6% | $6,940 | 加仓 |
| DMXF | ISHARES TR | $119.37万 | 0.01% | 15,872 | 15,872 | — | $119.37万 | 新建仓 |
| IWS | ISHARES TR | $118.97万 | 0.01% | 8,165 | -219 | -2.6% | -$3.19万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $118.82万 | 0.01% | 5,146 | 1,991 | 63.1% | $45.97万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $118.46万 | 0.01% | 6,784 | -35 | -0.5% | -$6,111 | 减仓 |
| EME | EMCOR GROUP INC | $118.42万 | 0.01% | 1,604 | -1,311 | -45.0% | -$96.79万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $117.80万 | 0.01% | 13,911 | 8,881 | 176.6% | $75.21万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $116.88万 | 0.01% | 56,083 | 16,083 | 40.2% | $33.52万 | 加仓 |