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 |
|---|---|---|---|---|---|---|---|---|
| NOW | ServiceNow, Inc. | $0 | 0.00% | 0 | -130 | -100.0% | -$2.00万 | 清仓 |
| DAL | Delta Air Lines, Inc. | $0 | 0.00% | 0 | -80 | -100.0% | -$6,000 | 清仓 |
| AWK | American Water Works Company, Inc. | $0 | 0.00% | 0 | -35 | -100.0% | -$5,000 | 清仓 |
| GE | General Electric Company | $0 | 0.00% | 0 | -13 | -100.0% | -$4,000 | 清仓 |
| VECO | Veeco Instruments, Inc. | $0 | 0.00% | 0 | -132 | -100.0% | -$4,000 | 清仓 |
| GEV | GE Vernova, LLC | $0 | 0.00% | 0 | -3 | -100.0% | -$2,000 | 清仓 |
| AWR | American States Water Company | $0 | 0.00% | 0 | -31 | -100.0% | -$2,000 | 清仓 |
| PII | Polaris, Inc. | $0 | 0.00% | 0 | -13 | -100.0% | -$1,000 | 清仓 |
| AMPL | Amplitude, Inc. | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities, Inc. | $0 | 0.00% | 0 | -30 | -100.0% | -$1,000 | 清仓 |
| GEHC | GE HealthCare Technologies, Inc. | $0 | 0.00% | 0 | -4 | -100.0% | — | 清仓 |
| — | Gabelli Global Small & Mid Cap | $0 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DOLE | Dole, PLC | $0 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BIOA | BioAge Labs, Inc. | $0 | 0.00% | 0 | -20 | -100.0% | — | 清仓 |
| VXUS | Vanguard Total International Stock ETF | $0 | 0.00% | 2 | 2 | — | — | 新建仓 |
| SCHD | Schwab US Dividend ETF | $1,000 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health Corporation | $1,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LZ | LegalZoom.com, Inc. | $1,000 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BABA | Alibaba Group Holding Limited | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LFCR | Lifecore Biomedical, Inc. | $2,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AI | C3.ai, Inc. | $2,000 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| NKE | Nike, Inc. | $2,000 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| KO | The Coca-Cola Company | $2,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BTC | Grayscale Bitcoin Mini Trust ETF | $3,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GRMN | Garmin, Ltd. | $3,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Materials, Inc. | $3,000 | 0.00% | 35 | 35 | — | $3,000 | 新建仓 |
| VTWO | Vanguard Russell 2000 Index Fund ETF | $4,000 | 0.00% | 38 | 1 | 2.7% | $105 | 加仓 |
| ASTL | Algoma Steel Group, Inc. | $4,000 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IJH | iShares Core S&P Mid-Cap ETF | $4,000 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| FTGC | First Trust Global Tactical Commodity Strategy Fund | $4,000 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy ETF | $4,000 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| BMY | Bristol Myers Squibb Company | $4,000 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| APA | APA Corporation | $4,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| ZETA | Zeta Global Holdings Corporation | $5,000 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| XLK | The Technology Select Sector SPDR ETF | $5,000 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| COP | ConocoPhillips | $5,000 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| XOP | SPDR S&P Oil & Gas Exploration & Production ETF | $5,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RDDT | Reddit, Inc. | $6,000 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| RMD | Resmed, Inc. | $6,000 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| NVT | nVent Electric, PLC | $6,000 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| CAMT | Camtek, Ltd. | $6,000 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| SWK | Stanley Black & Decker, Inc. | $7,000 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power Company, Inc. | $7,000 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| — | NeurAxis, Inc. | $7,000 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CDW | CDW Corporation | $8,000 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR S&P 600 Small Cap Growth ETF | $9,000 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| DOW | Dow, Inc. | $9,000 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corporation | $1.00万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| EXC | Exelon Corporation | $1.00万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | DuPont de Nemours, Inc. | $1.00万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| ACN | Accenture, PLC | $1.10万 | 0.01% | 53 | -20 | -27.4% | -$4,151 | 减仓 |
| CB | Chubb Limited | $1.10万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| XYLD | Global X S&P 500 Covered Call ETF | $1.20万 | 0.01% | 300 | -200 | -40.0% | -$8,000 | 减仓 |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $1.20万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| IWM | iShares Russell 2000 ETF | $1.20万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| PNC | The PNC Financial Services Group, Inc. | $1.20万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| — | Barings Participation Investors | $1.20万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| — | Barings Corporate Investors | $1.30万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix, Inc. | $1.30万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| Q | Qnity Electronics, Inc. | $1.30万 | 0.01% | 112 | 112 | — | $1.30万 | 新建仓 |
| BX | Blackstone Inc. | $1.40万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard Real Estate ETF | $1.50万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| XLI | Industrial Select Sector SPDR Fund | $1.60万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge, Inc. | $1.60万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $1.70万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Corporation | $1.80万 | 0.02% | 66 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems, Inc. | $1.80万 | 0.02% | 231 | 0 | 0.0% | — | 不变 |
| VSS | Vanguard FTSE All-World Ex-US Small-Cap Index ETF | $1.80万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific, Inc. | $2.00万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| VYMI | Vanguard International High Dividend Yield ETF | $2.10万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| APD | Air Products & Chemicals, Inc. | $2.20万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum Corporation | $2.20万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| HD | The Home Depot, Inc. | $2.30万 | 0.02% | 69 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab International Equity ETF | $2.40万 | 0.02% | 971 | 5 | 0.5% | $124 | 加仓 |
| SJM | J.M. Smucker Company | $2.50万 | 0.02% | 264 | 3 | 1.1% | $284 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $2.50万 | 0.02% | 466 | 0 | 0.0% | — | 不变 |
| DELL | Dell Technologies, Inc. | $2.50万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| CNP | CenterPoint Energy, Inc. | $2.60万 | 0.02% | 603 | -297 | -33.0% | -$1.28万 | 减仓 |
| GBTC | Grayscale Bitcoin Trust | $2.60万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Company | $2.70万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| MPWR | Monolithic Power Systems, Inc. | $2.70万 | 0.02% | 25 | 0 | 0.0% | — | 不变 |
| SHEL | Royal Dutch Shell, Plc | $2.80万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| CSR | Centerspace | $2.90万 | 0.02% | 500 | -234 | -31.9% | -$1.36万 | 减仓 |
| IJS | iShares S&P Small Cap 600 Value ETF | $3.00万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| — | ProShares Russell 2000 High Income ETF | $3.00万 | 0.03% | 750 | 50 | 7.1% | $2,000 | 加仓 |
| DGRO | iShares Core Dividend Growth ETF | $3.10万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| SPLV | Invesco S&P 500 Low Volatility ETF | $3.10万 | 0.03% | 425 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors, Inc. | $3.20万 | 0.03% | 85 | -120 | -58.5% | -$4.52万 | 减仓 |
| — | Grayscale Funds Trust Grayscale ETF | $3.30万 | 0.03% | 2,100 | -600 | -22.2% | -$9,429 | 减仓 |
| ITW | Illinois Tool Works Inc. | $3.40万 | 0.03% | 132 | 0 | 0.0% | — | 不变 |
| DMLP | Dorchester Minerals, L.P. | $3.40万 | 0.03% | 1,250 | 1,250 | — | $3.40万 | 新建仓 |
| BP | BP, Plc | $3.50万 | 0.03% | 739 | 0 | 0.0% | — | 不变 |
| IOT | Samsara Inc. | $3.60万 | 0.03% | 1,130 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid-Cap Index Fund ETF | $3.60万 | 0.03% | 124 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard FTSE Developed Markets ETF | $3.60万 | 0.03% | 562 | 0 | 0.0% | — | 不变 |
| FDX | FedEx Corporation | $3.60万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SSGA US Large Cap Low Volatility ETF | $3.80万 | 0.03% | 212 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $3.90万 | 0.03% | 90 | 0 | 0.0% | — | 不变 |
| NEE | NextEra Energy, Inc. | $4.10万 | 0.04% | 444 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce.com, Inc. | $4.20万 | 0.04% | 227 | 0 | 0.0% | — | 不变 |