Ulland Investment Advisors, LLC
MINNEAPOLIS MN · SEC CIK 0001911497
$1.36亿2026Q2 申报市值
227持仓数
51.5%前十大占比 · 第一大 8.1%
22 / 8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
XOM 新建仓+$62.30万
NRP 新建仓+$53.40万
DMLP 加仓+$37.24万
USAC 新建仓+$34.30万
MIR 新建仓+$26.60万
2026Q2 卖出最多 按季末市值估算
BRK/A 减仓-$149.80万
Exxon Mobil Corp 清仓-$78.80万
VMD 减仓-$37.96万
QQQ 减仓-$32.92万
CVLT 清仓-$32.30万
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 |
|---|---|---|---|---|---|---|---|---|
| BSX | Boston Scientific Group | $80.80万 | 0.60% | 18,934 | 6,045 | 46.9% | $25.80万 | 加仓 |
| AMLP | Alerian MLP ETF | $85.40万 | 0.63% | 16,480 | 1,185 | 7.7% | $6.14万 | 加仓 |
| SNPS | Synopsys, Inc. | $88.30万 | 0.65% | 1,980 | 15 | 0.8% | $6,689 | 加仓 |
| IGV | iShares Expanded Tech-Software Sector ETF | $88.80万 | 0.66% | 9,802 | -500 | -4.9% | -$4.53万 | 减仓 |
| XYZ | Block, Inc. | $95.70万 | 0.71% | 12,593 | 2,660 | 26.8% | $20.21万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $97.50万 | 0.72% | 1,420 | 10 | 0.7% | $6,866 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. | $99.20万 | 0.73% | 1,982 | -17 | -0.9% | -$8,509 | 减仓 |
| IUSG | iShares Core S&P U.S. Growth ETF | $101.40万 | 0.75% | 5,390 | -536 | -9.0% | -$10.08万 | 减仓 |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | $106.80万 | 0.79% | 19,227 | 2,152 | 12.6% | $11.95万 | 加仓 |
| UMH | UMH Properties, Inc. | $115.10万 | 0.85% | 76,015 | 9,800 | 14.8% | $14.84万 | 加仓 |
| ICE | Intercontinental Exchange, Inc. | $115.20万 | 0.85% | 9,360 | -154 | -1.6% | -$1.90万 | 减仓 |
| SCHX | Schwab U.S. Large-Cap ETF | $126.40万 | 0.93% | 42,952 | -1,525 | -3.4% | -$4.49万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc. | $149.80万 | 1.11% | 2 | -2 | -50.0% | -$149.80万 | 减仓 |
| QYLD | Global X NASDAQ 100 Covered Call ETF | $153.90万 | 1.14% | 83,527 | 13,500 | 19.3% | $24.87万 | 加仓 |
| SMMD | iShares Russell 2500 ETF | $157.70万 | 1.16% | 17,209 | -50 | -0.3% | -$4,582 | 减仓 |
| LOW | Lowe's Companies, Inc. | $179.50万 | 1.32% | 8,139 | -265 | -3.2% | -$5.84万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $186.80万 | 1.38% | 2,502 | -53 | -2.1% | -$3.96万 | 减仓 |
| MSFT | Microsoft Corporation | $199.50万 | 1.47% | 5,349 | 308 | 6.1% | $11.49万 | 加仓 |
| MRVL | Marvell Technology, Inc. | $210.20万 | 1.55% | 7,055 | -360 | -4.9% | -$10.73万 | 减仓 |
| JTEK | J.P. Morgan U.S. Tech Leaders ETF | $228.60万 | 1.69% | 20,494 | -355 | -1.7% | -$3.96万 | 减仓 |
| V | Visa, Inc. | $244.40万 | 1.80% | 7,124 | -30 | -0.4% | -$1.03万 | 减仓 |
| UNH | UnitedHealth Group, Inc. | $246.20万 | 1.82% | 5,924 | -105 | -1.7% | -$4.36万 | 减仓 |
| SCHM | Schwab U.S. Mid-Cap ETF | $293.30万 | 2.16% | 79,541 | -339 | -0.4% | -$1.25万 | 减仓 |
| AAPL | Apple, Inc. | $369.00万 | 2.72% | 12,751 | -217 | -1.7% | -$6.28万 | 减仓 |
| SKY | Skyline Champion Corporation | $397.90万 | 2.94% | 45,157 | 979 | 2.2% | $8.63万 | 加仓 |
| GOOGL | Alphabet, Inc. | $457.20万 | 3.37% | 12,793 | -175 | -1.3% | -$6.25万 | 减仓 |
| AMZN | Amazon.com, Inc. | $511.40万 | 3.77% | 21,457 | -80 | -0.4% | -$1.91万 | 减仓 |
| JEPI | J.P. Morgan Equity Premium Income ETF | $519.60万 | 3.83% | 91,995 | 3,660 | 4.1% | $20.67万 | 加仓 |
| JEPQ | J.P. Morgan Nasdaq Equity Premium Income ETF | $549.20万 | 4.05% | 89,366 | 3,512 | 4.1% | $21.58万 | 加仓 |
| META | Meta Platforms, Inc. | $599.30万 | 4.42% | 10,640 | -159 | -1.5% | -$8.96万 | 减仓 |
| AXON | Axon Enterprise, Inc. | $627.60万 | 4.63% | 11,195 | -192 | -1.7% | -$10.76万 | 减仓 |
| QQQ | Invesco QQQ Trust ETF | $701.60万 | 5.18% | 9,528 | -447 | -4.5% | -$32.92万 | 减仓 |
| VRT | Vertiv Holdings, Co. | $883.50万 | 6.52% | 26,386 | -640 | -2.4% | -$21.43万 | 减仓 |
| NVDA | NVidia Corporation | $1,037.60万 | 7.65% | 51,859 | -1,335 | -2.5% | -$26.71万 | 减仓 |
| GOOG | Alphabet, Inc. | $1,097.40万 | 8.10% | 31,060 | -252 | -0.8% | -$8.90万 | 减仓 |