Ulland Investment Advisors, LLC
MINNEAPOLIS MN · SEC CIK 0001911497
$1.17亿2026Q1 申报市值
213持仓数
51.3%前十大占比 · 第一大 8.0%
6 / 11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
MRVL 加仓+$57.07万
WES 新建仓+$49.40万
BSM 新建仓+$30.20万
XYZ 加仓+$19.90万
MPLX 加仓+$14.27万
2026Q1 卖出最多 按季末市值估算
VRT 减仓-$221.31万
GOOG 减仓-$38.38万
AMKR 减仓-$31.22万
VMD 减仓-$21.75万
NVDA 减仓-$16.17万
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | Vanguard High Dividend Yield ETF | $4.20万 | 0.04% | 285 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corporation | $4.30万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| DLR | Digital Realty Trust, Inc. | $4.40万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| ETR | Entergy Corporation | $4.50万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe Systems, Inc. | $4.60万 | 0.04% | 189 | -45 | -19.2% | -$1.10万 | 减仓 |
| MO | Altria Group, Inc. | $4.80万 | 0.04% | 732 | -10 | -1.3% | -$656 | 减仓 |
| MA | Mastercard Incorporated | $4.90万 | 0.04% | 98 | 0 | 0.0% | — | 不变 |
| EW | Edwards Life Sciences | $4.90万 | 0.04% | 615 | 0 | 0.0% | — | 不变 |
| VPU | Vanguard Utilities ETF | $4.90万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| TGT | Target Corporation | $5.10万 | 0.04% | 422 | 272 | 181.3% | $3.29万 | 加仓 |
| VIG | Vanguard Dividend Appreciation Index Fund ETF | $5.20万 | 0.04% | 240 | 0 | 0.0% | — | 不变 |
| — | Honeywell International, Inc. | $5.70万 | 0.05% | 254 | -66 | -20.6% | -$1.48万 | 减仓 |
| APG | APi Group Corporation | $6.10万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| WPM | Wheaton Precious Metals Corporation | $6.20万 | 0.05% | 470 | 0 | 0.0% | — | 不变 |
| VICR | Vicor Corporation | $6.20万 | 0.05% | 386 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 ETF | $6.40万 | 0.05% | 98 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico, Inc. | $6.60万 | 0.06% | 428 | 0 | 0.0% | — | 不变 |
| AIQ | Global X Artificial Intelligence & Technology ETF | $6.80万 | 0.06% | 1,450 | 0 | 0.0% | — | 不变 |
| LOUP | Innovator Deepwater Frontier Tech ETF | $6.90万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| USB | U.S. Bancorp | $7.00万 | 0.06% | 1,355 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corporation | $7.20万 | 0.06% | 220 | -100 | -31.2% | -$3.27万 | 减仓 |
| WMT | Walmart, Inc. | $7.30万 | 0.06% | 585 | 0 | 0.0% | — | 不变 |
| JPM | J.P. Morgan Chase & Co. | $7.40万 | 0.06% | 253 | -5 | -1.9% | -$1,462 | 减仓 |
| BKNG | Booking Holdings Inc. | $8.00万 | 0.07% | 19 | 0 | 0.0% | — | 不变 |
| QFLR | Innovator Nasdaq-100 Managed Floor ETF | $8.30万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| PGR | The Progressive Corporation | $8.40万 | 0.07% | 425 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corporation | $8.50万 | 0.07% | 1,108 | -5 | -0.4% | -$384 | 减仓 |
| MMM | 3M Company | $8.50万 | 0.07% | 585 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern Corporation | $8.60万 | 0.07% | 300 | 0 | 0.0% | — | 不变 |
| SCCO | Southern Copper Corporation | $8.70万 | 0.07% | 503 | -101 | -16.7% | -$1.75万 | 减仓 |
| CCJ | Cameco Corporation | $8.70万 | 0.07% | 800 | 0 | 0.0% | — | 不变 |
| BUG | Global X Cybersecurity | $9.00万 | 0.08% | 3,600 | 420 | 13.2% | $1.05万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $9.60万 | 0.08% | 298 | 0 | 0.0% | — | 不变 |
| XLV | Health Care Select Sector SPDR Fund | $9.80万 | 0.08% | 670 | 0 | 0.0% | — | 不变 |
| DDOG | Datadog, Inc. | $10.00万 | 0.09% | 850 | 685 | 415.2% | $8.06万 | 加仓 |
| WFC | Wells Fargo & Company | $10.90万 | 0.09% | 1,370 | -65 | -4.5% | -$5,172 | 减仓 |
| MRK | Merck & Co., Inc. | $11.50万 | 0.10% | 957 | 0 | 0.0% | — | 不变 |
| — | Wells Fargo Capital 7.50 | $11.80万 | 0.10% | 102 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corporation | $12.20万 | 0.10% | 2,169 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value Index Fund ETF | $12.30万 | 0.11% | 626 | 0 | 0.0% | — | 不变 |
| RYLD | Global X Russell 2000 Covered Call ETF | $12.40万 | 0.11% | 8,300 | 0 | 0.0% | — | 不变 |
| IQQQ | ProShares Nasdaq-100 High Income ETF | $13.10万 | 0.11% | 3,150 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical, Inc. | $13.80万 | 0.12% | 300 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small Cap ETF | $14.50万 | 0.12% | 555 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corporation | $14.50万 | 0.12% | 700 | -18 | -2.5% | -$3,729 | 减仓 |
| HELO | J.P. Morgan Hedged Equity Laddered Overlay ETF | $15.50万 | 0.13% | 2,420 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | $15.70万 | 0.13% | 466 | -30 | -6.0% | -$1.01万 | 减仓 |
| VICI | VICI Properties, Inc. | $16.50万 | 0.14% | 6,050 | -50 | -0.8% | -$1,364 | 减仓 |
| GS | Goldman Sachs Group, Inc. | $16.90万 | 0.14% | 200 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Corporation | $17.00万 | 0.15% | 1,180 | 0 | 0.0% | — | 不变 |
| HCA | HCA Healthcare, Inc. | $17.00万 | 0.15% | 360 | 0 | 0.0% | — | 不变 |
| URA | Global X Uranium ETF | $17.30万 | 0.15% | 3,574 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks, Inc. | $17.40万 | 0.15% | 1,083 | 105 | 10.7% | $1.69万 | 加仓 |
| KMB | Kimberly-Clark Corporation | $17.80万 | 0.15% | 1,845 | 250 | 15.7% | $2.41万 | 加仓 |
| SCHW | Charles Schwab Corporation | $18.20万 | 0.16% | 1,936 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly and Company | $18.40万 | 0.16% | 200 | 0 | 0.0% | — | 不变 |
| RSP | Invesco S&P 500 Equal Weight ETF | $18.80万 | 0.16% | 980 | -60 | -5.8% | -$1.15万 | 减仓 |
| PM | Philip Morris International, Inc. | $21.70万 | 0.19% | 1,312 | 0 | 0.0% | — | 不变 |
| PAA | Plains All American Pipeline, L.P. | $22.30万 | 0.19% | 10,000 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar, Inc. | $24.80万 | 0.21% | 350 | -65 | -15.7% | -$4.61万 | 减仓 |
| EPD | Enterprise Products Partners L.P. | $26.50万 | 0.23% | 7,000 | 0 | 0.0% | — | 不变 |
| LH | Laboratory Corporation of America Holdings | $27.80万 | 0.24% | 1,043 | 0 | 0.0% | — | 不变 |
| — | Microstrategy, Inc. 8.00 | $28.80万 | 0.25% | 4,075 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Mid-Cap ETF | $29.40万 | 0.25% | 3,025 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell 1000 Growth ETF | $30.00万 | 0.26% | 703 | 0 | 0.0% | — | 不变 |
| ECL | Ecolab, Inc. | $30.20万 | 0.26% | 1,134 | 0 | 0.0% | — | 不变 |
| BSM | Black Stone Minerals, L.P. | $30.20万 | 0.26% | 20,000 | 20,000 | — | $30.20万 | 新建仓 |
| AVGO | Broadcom, Inc. | $30.30万 | 0.26% | 980 | -10 | -1.0% | -$3,092 | 减仓 |
| CVLT | Commvault Systems, Inc. | $32.30万 | 0.28% | 4,147 | -1,548 | -27.2% | -$12.06万 | 减仓 |
| SUN | Sunoco L.P. | $32.50万 | 0.28% | 5,000 | 0 | 0.0% | — | 不变 |
| AMKR | Amkor Technology, Inc. | $32.80万 | 0.28% | 7,280 | -6,930 | -48.8% | -$31.22万 | 减仓 |
| LNTH | Lantheus Holdings, Inc. | $32.80万 | 0.28% | 4,325 | -482 | -10.0% | -$3.66万 | 减仓 |
| ALVO | Alvotech | $33.60万 | 0.29% | 98,100 | 25,600 | 35.3% | $8.77万 | 加仓 |
| INTU | Intuit, Inc. | $34.80万 | 0.30% | 806 | 5 | 0.6% | $2,159 | 加仓 |
| JNJ | Johnson & Johnson | $36.20万 | 0.31% | 1,481 | -25 | -1.7% | -$6,111 | 减仓 |
| PSI | Invesco Dynamic Semiconductors ETF | $36.90万 | 0.32% | 3,907 | -68 | -1.7% | -$6,422 | 减仓 |
| ET | Energy Transfer LP | $37.60万 | 0.32% | 19,500 | 3,500 | 21.9% | $6.75万 | 加仓 |
| CRWD | CrowdStrike Holdings, Inc. | $41.20万 | 0.35% | 1,055 | 139 | 15.2% | $5.43万 | 加仓 |
| MPLX | Mplx, LP | $42.80万 | 0.37% | 7,500 | 2,500 | 50.0% | $14.27万 | 加仓 |
| RTX | Raytheon Technologies | $43.00万 | 0.37% | 2,229 | 0 | 0.0% | — | 不变 |
| WES | Western Midstream Partners, LP | $49.40万 | 0.42% | 12,000 | 12,000 | — | $49.40万 | 新建仓 |
| XLE | Energy Select Sector SPDR Fund | $49.70万 | 0.43% | 8,120 | -430 | -5.0% | -$2.63万 | 减仓 |
| SUSA | iShares MSCI USA ESG Select ETF | $50.90万 | 0.44% | 3,855 | 0 | 0.0% | — | 不变 |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | $52.90万 | 0.45% | 5,720 | 0 | 0.0% | — | 不变 |
| GNRC | Generac Holdings Inc. | $53.70万 | 0.46% | 2,750 | 0 | 0.0% | — | 不变 |
| VMD | Viemed Healthcare, Inc. | $57.00万 | 0.49% | 61,885 | -23,610 | -27.6% | -$21.75万 | 减仓 |
| XYZ | Block, Inc. | $59.80万 | 0.51% | 9,933 | 3,305 | 49.9% | $19.90万 | 加仓 |
| COST | Costco Wholesale Corporation | $61.50万 | 0.53% | 617 | -20 | -3.1% | -$1.99万 | 减仓 |
| DSI | iShares MSCI KLD 400 Social ETF | $66.70万 | 0.57% | 5,500 | 0 | 0.0% | — | 不变 |
| MRVL | Marvell Technology, Inc. | $73.40万 | 0.63% | 7,415 | 5,765 | 349.4% | $57.07万 | 加仓 |
| SNPS | Synopsys, Inc. | $77.90万 | 0.67% | 1,965 | -222 | -10.2% | -$8.80万 | 减仓 |
| — | Exxon Mobil Corporation | $78.80万 | 0.68% | 4,646 | -271 | -5.5% | -$4.60万 | 减仓 |
| AMLP | Alerian MLP ETF | $80.50万 | 0.69% | 15,295 | -250 | -1.6% | -$1.32万 | 减仓 |
| BSX | Boston Scientific Group | $80.90万 | 0.69% | 12,889 | 135 | 1.1% | $8,474 | 加仓 |
| IGV | iShares Expanded Tech-Software Sector ETF | $82.50万 | 0.71% | 10,302 | -598 | -5.5% | -$4.79万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $84.30万 | 0.72% | 1,410 | 12 | 0.9% | $7,174 | 加仓 |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | $85.40万 | 0.73% | 17,075 | 495 | 3.0% | $2.48万 | 加仓 |
| IUSG | iShares Core S&P U.S. Growth ETF | $91.90万 | 0.79% | 5,926 | -20 | -0.3% | -$3,102 | 减仓 |
| UMH | UMH Properties, Inc. | $95.50万 | 0.82% | 66,215 | -50 | -0.1% | -$721 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. | $95.80万 | 0.82% | 1,999 | -47 | -2.3% | -$2.25万 | 减仓 |