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 |
|---|---|---|---|---|---|---|---|---|
| WST | WEST PHARMACEUTICAL SVSC INC | $133.26万 | 0.01% | 3,712 | 19 | 0.5% | $6,821 | 加仓 |
| CWB | SPDR SERIES TRUST | $133.19万 | 0.01% | 12,357 | -146 | -1.2% | -$1.57万 | 减仓 |
| XYZ | BLOCK INC | $133.04万 | 0.01% | 17,506 | 1,587 | 10.0% | $12.06万 | 加仓 |
| MDB | MONGODB INC | $132.92万 | 0.01% | 3,957 | -191 | -4.6% | -$6.42万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $132.89万 | 0.01% | 4,538 | -120 | -2.6% | -$3.51万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $132.26万 | 0.01% | 16,051 | 393 | 2.5% | $3.24万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $131.86万 | 0.01% | 5,153 | 7 | 0.1% | $1,791 | 加仓 |
| VXF | VANGUARD INDEX FDS | $130.92万 | 0.01% | 5,318 | 3,509 | 194.0% | $86.38万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $130.82万 | 0.01% | 17,202 | 318 | 1.9% | $2.42万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $130.58万 | 0.01% | 11,132 | -427 | -3.7% | -$5.01万 | 减仓 |
| DTE | DTE ENERGY CO | $130.38万 | 0.01% | 8,557 | -431 | -4.8% | -$6.57万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $129.80万 | 0.01% | 2,878 | 82 | 2.9% | $3.70万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $129.73万 | 0.01% | 27,508 | -5,817 | -17.5% | -$27.43万 | 减仓 |
| DXCM | DEXCOM INC | $128.67万 | 0.01% | 19,104 | -326 | -1.7% | -$2.20万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $128.14万 | 0.01% | 1,003 | -51 | -4.8% | -$6.52万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $128.14万 | 0.01% | 11,751 | -76 | -0.6% | -$8,287 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $128.02万 | 0.01% | 16,757 | -497 | -2.9% | -$3.80万 | 减仓 |
| BRO | BROWN & BROWN INC | $127.95万 | 0.01% | 19,945 | 8,733 | 77.9% | $56.02万 | 加仓 |
| TOLZ | PROSHARES TR | $127.67万 | 0.01% | 21,610 | -555 | -2.5% | -$3.28万 | 减仓 |
| CMF | ISHARES TR | $127.66万 | 0.01% | 22,185 | -775 | -3.4% | -$4.46万 | 减仓 |
| MKSI | MKS INC. | $127.49万 | 0.01% | 2,866 | -299 | -9.4% | -$13.30万 | 减仓 |
| LEN | LENNAR CORP | $127.25万 | 0.01% | 14,062 | 3,959 | 39.2% | $35.83万 | 加仓 |
| EQT | EQT CORP | $127.06万 | 0.01% | 23,897 | 340 | 1.4% | $1.81万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $126.90万 | 0.01% | 60,488 | 4,405 | 7.9% | $9.24万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $125.69万 | 0.01% | 49,875 | 49,875 | — | $125.69万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $125.31万 | 0.01% | 23,185 | 3,533 | 18.0% | $19.10万 | 加仓 |
| DG | DOLLAR GEN CORP | $125.17万 | 0.01% | 10,874 | 88 | 0.8% | $1.01万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $125.08万 | 0.01% | 4,155 | 67 | 1.6% | $2.02万 | 加仓 |
| ADSK | AUTODESK INC | $125.04万 | 0.01% | 6,431 | -1,889 | -22.7% | -$36.73万 | 减仓 |
| RELX | RELX PLC | $124.73万 | 0.01% | 39,383 | -6,038 | -13.3% | -$19.12万 | 减仓 |
| ALB | ALBEMARLE CORP | $124.55万 | 0.01% | 9,224 | -498 | -5.1% | -$6.72万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $124.33万 | 0.01% | 15,748 | -1,579 | -9.1% | -$12.47万 | 减仓 |
| PODD | INSULET CORP | $123.11万 | 0.01% | 8,086 | -372 | -4.4% | -$5.66万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $122.88万 | 0.01% | 11,740 | -2,087 | -15.1% | -$21.84万 | 减仓 |
| RING | ISHARES INC | $122.83万 | 0.01% | 18,976 | 1,609 | 9.3% | $10.41万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $122.30万 | 0.01% | 48,765 | 3,489 | 7.7% | $8.75万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $121.77万 | 0.01% | 13,643 | -268 | -1.9% | -$2.39万 | 减仓 |
| DMXF | ISHARES TR | $121.16万 | 0.01% | 14,332 | -1,540 | -9.7% | -$13.02万 | 减仓 |
| CG | CARLYLE GROUP INC | $120.60万 | 0.01% | 28,640 | 24,031 | 521.4% | $101.19万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $120.50万 | 0.01% | 56,309 | 164 | 0.3% | $3,510 | 加仓 |
| KIM | KIMCO REALTY CORP | $119.56万 | 0.01% | 47,164 | 6,886 | 17.1% | $17.46万 | 加仓 |
| VTR | VENTAS INC | $118.46万 | 0.01% | 13,340 | -1,908 | -12.5% | -$16.94万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $118.17万 | 0.01% | 12,275 | -1,987 | -13.9% | -$19.13万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $117.49万 | 0.01% | 9,860 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $117.35万 | 0.01% | 6,409 | 1,545 | 31.8% | $28.29万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $117.28万 | 0.01% | 8,071 | -1,168 | -12.6% | -$16.97万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $117.03万 | 0.01% | 24,402 | 7,324 | 42.9% | $35.13万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $116.57万 | 0.01% | 16,117 | -3,781 | -19.0% | -$27.35万 | 减仓 |
| AVT | AVNET INC | $116.24万 | 0.01% | 13,087 | 974 | 8.0% | $8.65万 | 加仓 |
| PFF | ISHARES TR | $115.71万 | 0.01% | 37,929 | -6,410 | -14.5% | -$19.56万 | 减仓 |
| ES | EVERSOURCE ENERGY | $115.52万 | 0.01% | 15,984 | -681 | -4.1% | -$4.92万 | 减仓 |
| FHI | FEDERATED HERMES INC | $114.97万 | 0.01% | 20,820 | 1,326 | 6.8% | $7.32万 | 加仓 |
| ESGD | ISHARES TR | $114.90万 | 0.01% | 11,166 | -4,644 | -29.4% | -$47.79万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $114.00万 | 0.01% | 3,898 | 714 | 22.4% | $20.88万 | 加仓 |
| VAW | VANGUARD WORLD FD | $113.22万 | 0.01% | 4,945 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $112.68万 | 0.01% | 33,143 | 1,164 | 3.6% | $3.96万 | 加仓 |
| NWG | NATWEST GROUP PLC | $112.48万 | 0.01% | 63,803 | 3,376 | 5.6% | $5.95万 | 加仓 |
| NXT | NEXTPOWER INC | $112.08万 | 0.01% | 9,407 | 134 | 1.4% | $1.60万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $111.98万 | 0.01% | 4,880 | -467 | -8.7% | -$10.72万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $111.28万 | 0.01% | 19,856 | -6,978 | -26.0% | -$39.11万 | 减仓 |
| GPC | GENUINE PARTS CO | $110.65万 | 0.01% | 9,379 | 76 | 0.8% | $8,966 | 加仓 |
| RMD | RESMED INC | $110.52万 | 0.01% | 5,671 | 738 | 15.0% | $14.38万 | 加仓 |
| UBS | UBS GROUP AG | $110.28万 | 0.01% | 22,252 | 276 | 1.3% | $1.37万 | 加仓 |
| BCS | BARCLAYS PLC | $110.14万 | 0.01% | 41,005 | -230 | -0.6% | -$6,178 | 减仓 |
| NTRA | NATERA INC | $109.94万 | 0.01% | 4,050 | -100 | -2.4% | -$2.71万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $109.88万 | 0.01% | 6,381 | -92 | -1.4% | -$1.58万 | 减仓 |
| AOR | ISHARES TR | $109.47万 | 0.01% | 15,760 | 1,106 | 7.5% | $7.68万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $109.32万 | 0.01% | 28,117 | -2,489 | -8.1% | -$9.68万 | 减仓 |
| P | EVERPURE INC | $109.09万 | 0.01% | 13,846 | -549 | -3.8% | -$4.33万 | 减仓 |
| IT | GARTNER INC | $108.94万 | 0.01% | 8,404 | -2,855 | -25.4% | -$37.01万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $108.75万 | 0.01% | 10,046 | -213 | -2.1% | -$2.31万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $108.60万 | 0.01% | 32,054 | -1,020 | -3.1% | -$3.46万 | 减仓 |
| PPG | PPG INDS INC | $108.41万 | 0.01% | 8,938 | -48 | -0.5% | -$5,822 | 减仓 |
| BN | BROOKFIELD CORP | $108.14万 | 0.01% | 25,390 | 1,559 | 6.5% | $6.64万 | 加仓 |
| QLTA | ISHARES TR | $107.81万 | 0.01% | 22,690 | -54,787 | -70.7% | -$260.32万 | 减仓 |
| KB | KB FINL GROUP INC | $107.79万 | 0.01% | 10,270 | 2,383 | 30.2% | $25.01万 | 加仓 |
| SGDM | SPROTT ETF TRUST | $107.51万 | 0.01% | 17,029 | -2 | -0.0% | -$126 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $107.05万 | 0.01% | 13,677 | 1,038 | 8.2% | $8.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看跌期权 | $106.84万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $106.81万 | 0.01% | 4,273 | 525 | 14.0% | $13.12万 | 加仓 |
| CIEN | CIENA CORP | $106.60万 | 0.01% | 2,173 | 228 | 11.7% | $11.18万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $106.17万 | 0.01% | 3,778 | 265 | 7.5% | $7.45万 | 加仓 |
| EUSB | ISHARES TR | $105.27万 | 0.01% | 24,237 | -7,758 | -24.2% | -$33.70万 | 减仓 |
| VEEV | VEEVA SYS INC | $105.06万 | 0.01% | 5,920 | 495 | 9.1% | $8.78万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $105.06万 | 0.01% | 27,126 | 2,092 | 8.4% | $8.10万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $104.70万 | 0.01% | 6,424 | 996 | 18.3% | $16.23万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $104.32万 | 0.01% | 51,718 | 39,294 | 316.3% | $79.26万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $104.24万 | 0.01% | 15,345 | 19 | 0.1% | $1,291 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $104.10万 | 0.01% | 44,280 | 44,280 | — | $104.10万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $103.72万 | 0.01% | 20,342 | -60 | -0.3% | -$3,059 | 减仓 |
| — | ELECTRONIC ARTS INC | $103.58万 | 0.01% | 5,052 | 155 | 3.2% | $3.18万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $103.52万 | 0.01% | 22,588 | 28 | 0.1% | $1,283 | 加仓 |
| VHT | VANGUARD WORLD FD | $103.47万 | 0.01% | 3,459 | -404 | -10.5% | -$12.09万 | 减仓 |
| LQD | ISHARES TR | $103.41万 | 0.01% | 9,484 | 822 | 9.5% | $8.96万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $103.04万 | 0.01% | 8,824 | 42 | 0.5% | $4,904 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $102.42万 | 0.01% | 18,582 | -3,590 | -16.2% | -$19.79万 | 减仓 |
| TXT | TEXTRON INC | $102.24万 | 0.01% | 11,146 | -63 | -0.6% | -$5,779 | 减仓 |
| INDA | ISHARES TR | $101.83万 | 0.01% | 20,695 | -560 | -2.6% | -$2.76万 | 减仓 |
| SF | STIFEL FINL CORP | $100.74万 | 0.01% | 14,440 | 522 | 3.8% | $3.64万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $100.73万 | 0.01% | 4,737 | 207 | 4.6% | $4.40万 | 加仓 |