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 |
|---|---|---|---|---|---|---|---|---|
| CRH | CRH PLC | $100.61万 | 0.01% | 9,403 | 1,745 | 22.8% | $18.67万 | 加仓 |
| AIQ | GLOBAL X FDS | $100.58万 | 0.01% | 15,406 | 706 | 4.8% | $4.61万 | 加仓 |
| VNO | VORNADO RLTY TR | $100.51万 | 0.01% | 25,575 | -2,475 | -8.8% | -$9.73万 | 减仓 |
| IJJ | ISHARES TR | $99.77万 | 0.01% | 6,763 | 435 | 6.9% | $6.42万 | 加仓 |
| IYG | ISHARES TR | $99.69万 | 0.01% | 11,019 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $98.54万 | 0.01% | 34,492 | 34,492 | — | $98.54万 | 新建仓 |
| BXP | BXP INC | $98.45万 | 0.01% | 14,846 | 127 | 0.9% | $8,422 | 加仓 |
| ACWX | ISHARES TR | $97.96万 | 0.01% | 12,886 | 120 | 0.9% | $9,123 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $97.35万 | 0.01% | 5,423 | 853 | 18.7% | $15.31万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $97.01万 | 0.01% | 9,000 | 164 | 1.9% | $1.77万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $96.23万 | 0.01% | 11,053 | -725 | -6.2% | -$6.31万 | 减仓 |
| BMRC | BANK OF MARIN BANCORP | $95.96万 | 0.01% | 34,641 | -16,301 | -32.0% | -$45.15万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $95.92万 | 0.01% | 35,252 | 11,667 | 49.5% | $31.75万 | 加仓 |
| REG | REGENCY CTRS CORP | $95.60万 | 0.01% | 11,989 | 777 | 6.9% | $6.20万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $95.60万 | 0.01% | 19,212 | -100 | -0.5% | -$4,976 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $95.51万 | 0.01% | 21,947 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $95.12万 | 0.01% | 16,880 | -3,494 | -17.1% | -$19.69万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $94.88万 | 0.01% | 18,654 | -354 | -1.9% | -$1.80万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $94.39万 | 0.01% | 5,479 | -337 | -5.8% | -$5.81万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $94.19万 | 0.01% | 18,130 | -1,297 | -6.7% | -$6.74万 | 减仓 |
| CRWV | COREWEAVE INC | $94.01万 | 0.01% | 9,444 | 738 | 8.5% | $7.35万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $93.92万 | 0.01% | 6,759 | 392 | 6.2% | $5.45万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $93.38万 | 0.01% | 57,751 | -3,760 | -6.1% | -$6.08万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $92.91万 | 0.01% | 20,450 | -42 | -0.2% | -$1,908 | 减仓 |
| OKTA | OKTA INC | $92.90万 | 0.01% | 6,809 | -602 | -8.1% | -$8.21万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $92.83万 | 0.01% | 13,991 | -70 | -0.5% | -$4,645 | 减仓 |
| KVUE | KENVUE INC | $92.42万 | 0.01% | 48,364 | -132 | -0.3% | -$2,523 | 减仓 |
| LNG | CHENIERE ENERGY INC | $92.35万 | 0.01% | 3,864 | -509 | -11.6% | -$12.17万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $92.13万 | 0.01% | 10,585 | 141 | 1.4% | $1.23万 | 加仓 |
| CVNA | CARVANA CO | $92.13万 | 0.01% | 13,997 | -3,888 | -21.7% | -$25.59万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $92.09万 | 0.01% | 3,290 | -394 | -10.7% | -$11.03万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $91.74万 | 0.01% | 21,400 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $91.58万 | 0.01% | 13,077 | 161 | 1.2% | $1.13万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $91.43万 | 0.01% | 14,455 | 3,725 | 34.7% | $23.56万 | 加仓 |
| SUSL | ISHARES TR | $91.36万 | 0.01% | 6,879 | 2,369 | 52.5% | $31.46万 | 加仓 |
| — | Z SQUARED INC | $91.05万 | 0.01% | 86,062 | 86,062 | — | $91.05万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $90.93万 | 0.01% | 8,117 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看跌期权 | $90.66万 | 0.00% | 2,400 | 2,400 | — | $90.66万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $90.03万 | 0.00% | 17,791 | -65 | -0.4% | -$3,289 | 减仓 |
| EVR | EVERCORE INC | $90.00万 | 0.00% | 2,636 | 1,455 | 123.2% | $49.68万 | 加仓 |
| MKC | MCCORMICK & CO INC | $89.90万 | 0.00% | 17,830 | 5,105 | 40.1% | $25.74万 | 加仓 |
| IR | INGERSOLL RAND INC | $89.76万 | 0.00% | 10,948 | -2,856 | -20.7% | -$23.42万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $89.14万 | 0.00% | 4,401 | -225 | -4.9% | -$4.56万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $89.07万 | 0.00% | 11,243 | -567 | -4.8% | -$4.49万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $88.80万 | 0.00% | 39,033 | -8,050 | -17.1% | -$18.31万 | 减仓 |
| BWA | BORGWARNER INC | $88.70万 | 0.00% | 13,359 | -87 | -0.6% | -$5,777 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $88.70万 | 0.00% | 4,185 | 177 | 4.4% | $3.75万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $88.49万 | 0.00% | 6,053 | -731 | -10.8% | -$10.69万 | 减仓 |
| CMS | CMS ENERGY CORP | $88.40万 | 0.00% | 11,555 | 90 | 0.8% | $6,885 | 加仓 |
| AMPL | AMPLITUDE INC | $88.16万 | 0.00% | 115,245 | 4,646 | 4.2% | $3.55万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $87.86万 | 0.00% | 3,769 | 896 | 31.2% | $20.89万 | 加仓 |
| CPAY | CORPAY INC | $87.45万 | 0.00% | 2,624 | -125 | -4.5% | -$4.17万 | 减仓 |
| GL | GLOBE LIFE INC | $87.18万 | 0.00% | 4,879 | 802 | 19.7% | $14.33万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $86.90万 | 0.00% | 36,013 | 3,743 | 11.6% | $9.03万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $86.87万 | 0.00% | 16,437 | -1,533 | -8.5% | -$8.10万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $86.84万 | 0.00% | 19,718 | 1,582 | 8.7% | $6.97万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $86.84万 | 0.00% | 5,403 | -2,370 | -30.5% | -$38.09万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $86.71万 | 0.00% | 7,691 | -174 | -2.2% | -$1.96万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $86.57万 | 0.00% | 3,567 | -198 | -5.3% | -$4.81万 | 减仓 |
| — | KINGSWAY CORP | $86.31万 | 0.00% | 82,832 | 82,832 | — | $86.31万 | 新建仓 |
| INVH | INVITATION HOMES INC | $86.23万 | 0.00% | 28,544 | 8,753 | 44.2% | $26.44万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $86.11万 | 0.00% | 2,953 | -442 | -13.0% | -$12.89万 | 减仓 |
| FE | FIRSTENERGY CORP | $85.77万 | 0.00% | 18,041 | -7 | -0.0% | -$333 | 减仓 |
| ILMN | ILLUMINA INC | $85.72万 | 0.00% | 4,875 | -1,401 | -22.3% | -$24.63万 | 减仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $85.70万 | 0.00% | 15,482 | 11,143 | 256.8% | $61.68万 | 加仓 |
| SNA | SNAP ON INC | $85.56万 | 0.00% | 2,126 | -80 | -3.6% | -$3.22万 | 减仓 |
| ORI | OLD REP INTL CORP | $85.03万 | 0.00% | 20,779 | -1,598 | -7.1% | -$6.54万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $84.47万 | 0.00% | 5,477 | -525 | -8.7% | -$8.10万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $84.46万 | 0.00% | 16,072 | 5,443 | 51.2% | $28.60万 | 加仓 |
| ITA | ISHARES TR | $84.34万 | 0.00% | 3,477 | -1,150 | -24.9% | -$27.89万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $84.29万 | 0.00% | 22,124 | 2,307 | 11.6% | $8.79万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $84.27万 | 0.00% | 13,166 | -1,202 | -8.4% | -$7.69万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $84.19万 | 0.00% | 7,116 | 825 | 13.1% | $9.76万 | 加仓 |
| NOV | NOV INC | $83.94万 | 0.00% | 45,250 | -1,214 | -2.6% | -$2.25万 | 减仓 |
| FTDR | FRONTDOOR INC | $83.63万 | 0.00% | 10,779 | 1,302 | 13.7% | $10.10万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $83.48万 | 0.00% | 4,424 | -1,133 | -20.4% | -$21.38万 | 减仓 |
| USFD | US FOODS HLDG CORP | $83.36万 | 0.00% | 8,152 | -846 | -9.4% | -$8.65万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $83.33万 | 0.00% | 4,454 | 298 | 7.2% | $5.57万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $83.12万 | 0.00% | 15,787 | -1,394 | -8.1% | -$7.34万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $82.80万 | 0.00% | 32,193 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $81.96万 | 0.00% | 33,008 | 12,420 | 60.3% | $30.84万 | 加仓 |
| VMC | VULCAN MATLS CO | $81.89万 | 0.00% | 2,776 | -668 | -19.4% | -$19.71万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $81.74万 | 0.00% | 6,154 | -1,737 | -22.0% | -$23.07万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $81.37万 | 0.00% | 10,134 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $80.95万 | 0.00% | 7,151 | 146 | 2.1% | $1.65万 | 加仓 |
| RIO | RIO TINTO PLC | $80.82万 | 0.00% | 8,514 | 947 | 12.5% | $8.99万 | 加仓 |
| PCG | PG&E CORP | $80.73万 | 0.00% | 47,998 | 5,671 | 13.4% | $9.54万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $80.65万 | 0.00% | 31,173 | 200 | 0.6% | $5,175 | 加仓 |
| OMC | OMNICOM GROUP INC | $80.61万 | 0.00% | 11,068 | -1,991 | -15.2% | -$14.50万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $80.37万 | 0.00% | 3,544 | 144 | 4.2% | $3.27万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $80.34万 | 0.00% | 8,091 | 31 | 0.4% | $3,078 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $80.31万 | 0.00% | 5,774 | -1,764 | -23.4% | -$24.54万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $80.13万 | 0.00% | 18,202 | -119 | -0.6% | -$5,239 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $80.08万 | 0.00% | 16,553 | -2,655 | -13.8% | -$12.84万 | 减仓 |
| MLI | MUELLER INDS INC | $80.02万 | 0.00% | 6,510 | 448 | 7.4% | $5.51万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $79.81万 | 0.00% | 4,038 | -1 | -0.0% | -$198 | 减仓 |
| FDS | FACTSET RESH SYS INC | $79.72万 | 0.00% | 3,465 | 428 | 14.1% | $9.85万 | 加仓 |
| NOK | NOKIA CORP | $79.34万 | 0.00% | 59,745 | 3,674 | 6.6% | $4.88万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $79.05万 | 0.00% | 6,923 | 1,820 | 35.7% | $20.78万 | 加仓 |
| — | CIBUS INC | $78.92万 | 0.00% | 576,043 | 0 | 0.0% | — | 不变 |