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 |
|---|---|---|---|---|---|---|---|---|
| O | REALTY INCOME CORP | $185.30万 | 0.01% | 29,906 | -1,287 | -4.1% | -$7.97万 | 减仓 |
| NTAP | NETAPP INC | $183.11万 | 0.01% | 11,832 | -807 | -6.4% | -$12.49万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $182.84万 | 0.01% | 13,445 | 1,062 | 8.6% | $14.44万 | 加仓 |
| IGM | ISHARES TR | $182.60万 | 0.01% | 11,161 | -1,479 | -11.7% | -$24.20万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $181.92万 | 0.01% | 11,966 | 1 | 0.0% | $152 | 加仓 |
| WMB | WILLIAMS COS INC | $181.04万 | 0.01% | 24,353 | 343 | 1.4% | $2.55万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $180.70万 | 0.01% | 10,631 | 6,449 | 154.2% | $109.62万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $180.67万 | 0.01% | 19,972 | -21,227 | -51.5% | -$192.02万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $177.08万 | 0.01% | 52,344 | -319 | -0.6% | -$1.08万 | 减仓 |
| RPM | RPM INTL INC | $176.67万 | 0.01% | 15,895 | -1,622 | -9.3% | -$18.03万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $175.81万 | 0.01% | 7,401 | -241 | -3.2% | -$5.72万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $174.42万 | 0.01% | 12,859 | -28,755 | -69.1% | -$390.04万 | 减仓 |
| SDOG | ALPS ETF TR | $174.30万 | 0.01% | 25,535 | -1,932 | -7.0% | -$13.19万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $173.91万 | 0.01% | 34,824 | 4,736 | 15.7% | $23.65万 | 加仓 |
| KMX | CARMAX INC | $172.96万 | 0.01% | 32,701 | -3,243 | -9.0% | -$17.15万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $172.62万 | 0.01% | 40,446 | -2,586 | -6.0% | -$11.04万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $171.98万 | 0.01% | 13,446 | 7,803 | 138.3% | $99.80万 | 加仓 |
| TRGP | TARGA RES CORP | $171.64万 | 0.01% | 6,401 | 499 | 8.5% | $13.38万 | 加仓 |
| ICVT | ISHARES TR | $171.50万 | 0.01% | 14,127 | -17,717 | -55.6% | -$215.08万 | 减仓 |
| EXC | EXELON CORP | $171.17万 | 0.01% | 36,715 | 6,593 | 21.9% | $30.74万 | 加仓 |
| EMXC | ISHARES INC | $170.42万 | 0.01% | 16,658 | 1,939 | 13.2% | $19.84万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $168.44万 | 0.01% | 24,039 | 739 | 3.2% | $5.18万 | 加仓 |
| AOA | ISHARES TR | $168.43万 | 0.01% | 17,232 | 2,608 | 17.8% | $25.49万 | 加仓 |
| GDX | VANECK ETF TRUST | $167.13万 | 0.01% | 22,175 | -20 | -0.1% | -$1,507 | 减仓 |
| FAST | FASTENAL CO | $165.63万 | 0.01% | 34,485 | -2,449 | -6.6% | -$11.76万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $165.32万 | 0.01% | 2,651 | -289 | -9.8% | -$18.02万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $164.77万 | 0.01% | 16,431 | 3,029 | 22.6% | $30.37万 | 加仓 |
| JBL | JABIL INC | $163.86万 | 0.01% | 4,251 | 404 | 10.5% | $15.57万 | 加仓 |
| SONY | SONY GROUP CORP | $163.07万 | 0.01% | 81,293 | -4,019 | -4.7% | -$8.06万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $162.83万 | 0.01% | 14,322 | 5,277 | 58.3% | $60.00万 | 加仓 |
| SRE | SEMPRA | $162.55万 | 0.01% | 17,533 | -395 | -2.2% | -$3.66万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $161.93万 | 0.01% | 9,614 | -1,432 | -13.0% | -$24.12万 | 减仓 |
| IBDY | ISHARES TR | $161.08万 | 0.01% | 62,566 | 647 | 1.0% | $1.67万 | 加仓 |
| TPSC | TIMOTHY PLAN | $160.22万 | 0.01% | 33,435 | 5,025 | 17.7% | $24.08万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $159.01万 | 0.01% | 19,087 | 3,125 | 19.6% | $26.03万 | 加仓 |
| TPR | TAPESTRY INC | $158.96万 | 0.01% | 10,860 | 79 | 0.7% | $1.16万 | 加仓 |
| IQV | IQVIA HLDGS INC | $156.66万 | 0.01% | 8,108 | 221 | 2.8% | $4.27万 | 加仓 |
| APA | APA CORPORATION | $156.47万 | 0.01% | 48,041 | 2,277 | 5.0% | $7.42万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $156.39万 | 0.01% | 16,542 | 77 | 0.5% | $7,280 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $155.73万 | 0.01% | 17,598 | -961 | -5.2% | -$8.50万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $155.51万 | 0.01% | 37,134 | 57 | 0.2% | $2,387 | 加仓 |
| XEL | XCEL ENERGY INC | $155.22万 | 0.01% | 19,330 | 406 | 2.1% | $3.26万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $154.82万 | 0.01% | 10,231 | -320 | -3.0% | -$4.84万 | 减仓 |
| SAP | SAP SE | $154.33万 | 0.01% | 10,015 | -935 | -8.5% | -$14.41万 | 减仓 |
| ACWV | ISHARES INC | $154.16万 | 0.01% | 12,797 | 53 | 0.4% | $6,385 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $153.50万 | 0.01% | 86,574 | -5,399 | -5.9% | -$9.57万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $153.30万 | 0.01% | 59,908 | 15,700 | 35.5% | $40.18万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $153.22万 | 0.01% | 4,835 | 1,316 | 37.4% | $41.70万 | 加仓 |
| IBTA | IBOTTA INC | $152.72万 | 0.01% | 44,706 | -67 | -0.1% | -$2,289 | 减仓 |
| SCZ | ISHARES TR | $152.02万 | 0.01% | 18,380 | -381 | -2.0% | -$3.15万 | 减仓 |
| VDC | VANGUARD WORLD FD | $151.62万 | 0.01% | 6,718 | -85 | -1.2% | -$1.92万 | 减仓 |
| BIIB | BIOGEN INC | $151.62万 | 0.01% | 7,017 | 231 | 3.4% | $4.99万 | 加仓 |
| EIX | EDISON INTL | $151.61万 | 0.01% | 20,365 | 1,659 | 8.9% | $12.35万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $150.59万 | 0.01% | 81,266 | 2,120 | 2.7% | $3.93万 | 加仓 |
| EEMV | ISHARES INC | $150.50万 | 0.01% | 19,974 | -343 | -1.7% | -$2.58万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $150.27万 | 0.01% | 14,237 | -1,999 | -12.3% | -$21.10万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $149.68万 | 0.01% | 11,295 | -1,064 | -8.6% | -$14.10万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $149.08万 | 0.01% | 31,245 | -5,924 | -15.9% | -$28.27万 | 减仓 |
| VICI | VICI PPTYS INC | $148.79万 | 0.01% | 56,042 | -556 | -1.0% | -$1.48万 | 减仓 |
| DVA | DAVITA INC | $148.62万 | 0.01% | 6,680 | -298 | -4.3% | -$6.63万 | 减仓 |
| NKE | NIKE INC | $148.33万 | 0.01% | 36,134 | -72,873 | -66.9% | -$299.14万 | 减仓 |
| APTV | APTIV PLC | $148.00万 | 0.01% | 24,112 | -2,103 | -8.0% | -$12.91万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $147.86万 | 0.01% | 32,770 | 4,007 | 13.9% | $18.08万 | 加仓 |
| VIS | VANGUARD WORLD FD | $147.71万 | 0.01% | 4,096 | 1 | 0.0% | $361 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $146.40万 | 0.01% | 8,329 | -103 | -1.2% | -$1.81万 | 减仓 |
| DVYE | ISHARES INC | $146.20万 | 0.01% | 45,225 | -2,151 | -4.5% | -$6.95万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $145.96万 | 0.01% | 7,240 | -1,033 | -12.5% | -$20.83万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $145.74万 | 0.01% | 31,996 | 145 | 0.5% | $6,605 | 加仓 |
| XPO | XPO INC | $144.36万 | 0.01% | 7,032 | -648 | -8.4% | -$13.30万 | 减仓 |
| ENB | ENBRIDGE INC | $144.21万 | 0.01% | 26,602 | 1,220 | 4.8% | $6.61万 | 加仓 |
| VLUE | ISHARES TR | $144.15万 | 0.01% | 7,205 | 277 | 4.0% | $5.54万 | 加仓 |
| COHR | COHERENT CORP | $144.02万 | 0.01% | 3,651 | 828 | 29.3% | $32.66万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $143.89万 | 0.01% | 44,274 | -3,102 | -6.5% | -$10.08万 | 减仓 |
| PHM | PULTE GROUP INC | $143.80万 | 0.01% | 10,480 | -3,321 | -24.1% | -$45.57万 | 减仓 |
| MAS | MASCO CORP | $143.31万 | 0.01% | 17,612 | 2,081 | 13.4% | $16.93万 | 加仓 |
| CCI | CROWN CASTLE INC | $142.79万 | 0.01% | 18,855 | -4,497 | -19.3% | -$34.06万 | 减仓 |
| PSA | PUBLIC STORAGE | $142.51万 | 0.01% | 4,477 | -13 | -0.3% | -$4,138 | 减仓 |
| FIXT | TCW ETF TRUST | $141.18万 | 0.01% | 37,409 | -6,193 | -14.2% | -$23.37万 | 减仓 |
| EVUS | ISHARES TR | $140.87万 | 0.01% | 40,110 | -5,485 | -12.0% | -$19.26万 | 减仓 |
| AEE | AMEREN CORP | $140.46万 | 0.01% | 12,425 | 2,103 | 20.4% | $23.77万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $140.24万 | 0.01% | 25,268 | 32 | 0.1% | $1,776 | 加仓 |
| BP | BP PLC | $140.14万 | 0.01% | 37,927 | 361 | 1.0% | $1.33万 | 加仓 |
| TTE | TOTALENERGIES SE | $139.96万 | 0.01% | 17,999 | -2,216 | -11.0% | -$17.23万 | 减仓 |
| ALAB | ASTERA LABS INC | $139.74万 | 0.01% | 2,893 | 1,413 | 95.5% | $68.25万 | 重新持有 |
| ZTS | ZOETIS INC | $139.44万 | 0.01% | 19,404 | 2,485 | 14.7% | $17.86万 | 加仓 |
| PWRD | TCW ETF TRUST | $139.22万 | 0.01% | 11,343 | 11,343 | — | $139.22万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $138.81万 | 0.01% | 12,861 | -665 | -4.9% | -$7.18万 | 减仓 |
| FISV | FISERV INC | $138.26万 | 0.01% | 28,188 | -2,207 | -7.3% | -$10.83万 | 减仓 |
| EME | EMCOR GROUP INC | $137.93万 | 0.01% | 1,662 | 58 | 3.6% | $4.81万 | 加仓 |
| AME | AMETEK INC | $137.61万 | 0.01% | 5,688 | -363 | -6.0% | -$8.78万 | 减仓 |
| KR | KROGER CO | $136.74万 | 0.01% | 24,625 | 868 | 3.7% | $4.82万 | 加仓 |
| RKLB | ROCKET LAB CORP | $136.46万 | 0.01% | 13,424 | 4,073 | 43.6% | $41.40万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $136.12万 | 0.01% | 2,360 | 397 | 20.2% | $22.90万 | 加仓 |
| XME | SPDR SERIES TRUST | $136.05万 | 0.01% | 12,726 | 170 | 1.4% | $1.82万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $135.80万 | 0.01% | 27,960 | 18 | 0.1% | $874 | 加仓 |
| SLV | ISHARES SILVER TR | $135.18万 | 0.01% | 25,426 | 2,408 | 10.5% | $12.80万 | 加仓 |
| UNM | UNUM GROUP | $134.86万 | 0.01% | 15,085 | 1,426 | 10.4% | $12.75万 | 加仓 |
| IWS | ISHARES TR | $134.84万 | 0.01% | 8,191 | 26 | 0.3% | $4,280 | 加仓 |
| MELI | MERCADOLIBRE INC | $134.78万 | 0.01% | 794 | 195 | 32.6% | $33.10万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $134.26万 | 0.01% | 140,151 | 6,181 | 4.6% | $5.92万 | 加仓 |