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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $114.00万 | 0.98% | 44,477 | -960 | -2.1% | -$2.46万 | 减仓 |
| QYLD | Global X NASDAQ 100 Covered Call ETF | $120.10万 | 1.03% | 70,027 | -800 | -1.1% | -$1.37万 | 减仓 |
| SMMD | iShares Russell 2500 ETF | $131.80万 | 1.13% | 17,259 | -81 | -0.5% | -$6,186 | 减仓 |
| ICE | Intercontinental Exchange, Inc. | $149.60万 | 1.28% | 9,514 | -150 | -1.6% | -$2.36万 | 减仓 |
| UNH | UnitedHealth Group, Inc. | $163.10万 | 1.40% | 6,029 | -394 | -6.1% | -$10.66万 | 减仓 |
| JTEK | J.P. Morgan U.S. Tech Leaders ETF | $165.80万 | 1.42% | 20,849 | -1,266 | -5.7% | -$10.07万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $166.20万 | 1.43% | 2,555 | -104 | -3.9% | -$6.77万 | 减仓 |
| MSFT | Microsoft Corporation | $186.60万 | 1.60% | 5,041 | 75 | 1.5% | $2.78万 | 加仓 |
| LOW | Lowe's Companies, Inc. | $198.60万 | 1.70% | 8,404 | -88 | -1.0% | -$2.08万 | 减仓 |
| V | Visa, Inc. | $216.20万 | 1.85% | 7,154 | -79 | -1.1% | -$2.39万 | 减仓 |
| SCHM | Schwab U.S. Mid-Cap ETF | $247.30万 | 2.12% | 79,880 | -474 | -0.6% | -$1.47万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc. | $287.30万 | 2.46% | 4 | 0 | 0.0% | — | 不变 |
| SKY | Skyline Champion Corporation | $328.60万 | 2.82% | 44,178 | 424 | 1.0% | $3.15万 | 加仓 |
| AAPL | Apple, Inc. | $329.10万 | 2.82% | 12,968 | -269 | -2.0% | -$6.83万 | 减仓 |
| GOOGL | Alphabet, Inc. | $372.90万 | 3.20% | 12,968 | -183 | -1.4% | -$5.26万 | 减仓 |
| AMZN | Amazon.com, Inc. | $448.60万 | 3.85% | 21,537 | -336 | -1.5% | -$7.00万 | 减仓 |
| JEPQ | J.P. Morgan Nasdaq Equity Premium Income ETF | $476.70万 | 4.09% | 85,854 | -555 | -0.6% | -$3.08万 | 减仓 |
| AXON | Axon Enterprise, Inc. | $483.60万 | 4.15% | 11,387 | 92 | 0.8% | $3.91万 | 加仓 |
| JEPI | J.P. Morgan Equity Premium Income ETF | $500.70万 | 4.29% | 88,335 | -1,210 | -1.4% | -$6.86万 | 减仓 |
| QQQ | Invesco QQQ Trust ETF | $575.70万 | 4.94% | 9,975 | -269 | -2.6% | -$15.53万 | 减仓 |
| META | Meta Platforms, Inc. | $617.80万 | 5.30% | 10,799 | -125 | -1.1% | -$7.15万 | 减仓 |
| VRT | Vertiv Holdings, Co. | $677.20万 | 5.81% | 27,026 | -8,832 | -24.6% | -$221.31万 | 减仓 |
| GOOG | Alphabet, Inc. | $898.20万 | 7.70% | 31,312 | -1,338 | -4.1% | -$38.38万 | 减仓 |
| NVDA | NVidia Corporation | $927.70万 | 7.96% | 53,194 | -927 | -1.7% | -$16.17万 | 减仓 |