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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | Booking Holdings Inc. | $8.00万 | 0.07% | 19 | 0 | 0.0% | — | 不变 |
| JPM | J.P. Morgan Chase & Co. | $7.40万 | 0.06% | 253 | -5 | -1.9% | -$1,462 | 减仓 |
| WMT | Walmart, Inc. | $7.30万 | 0.06% | 585 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corporation | $7.20万 | 0.06% | 220 | -100 | -31.2% | -$3.27万 | 减仓 |
| USB | U.S. Bancorp | $7.00万 | 0.06% | 1,355 | 0 | 0.0% | — | 不变 |
| LOUP | Innovator Deepwater Frontier Tech ETF | $6.90万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| AIQ | Global X Artificial Intelligence & Technology ETF | $6.80万 | 0.06% | 1,450 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico, Inc. | $6.60万 | 0.06% | 428 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 ETF | $6.40万 | 0.05% | 98 | 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 |
| APG | APi Group Corporation | $6.10万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| — | Honeywell International, Inc. | $5.70万 | 0.05% | 254 | -66 | -20.6% | -$1.48万 | 减仓 |
| VIG | Vanguard Dividend Appreciation Index Fund ETF | $5.20万 | 0.04% | 240 | 0 | 0.0% | — | 不变 |
| TGT | Target Corporation | $5.10万 | 0.04% | 422 | 272 | 181.3% | $3.29万 | 加仓 |
| 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 |
| MO | Altria Group, Inc. | $4.80万 | 0.04% | 732 | -10 | -1.3% | -$656 | 减仓 |
| ADBE | Adobe Systems, Inc. | $4.60万 | 0.04% | 189 | -45 | -19.2% | -$1.10万 | 减仓 |
| ETR | Entergy Corporation | $4.50万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| DLR | Digital Realty Trust, Inc. | $4.40万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corporation | $4.30万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce.com, Inc. | $4.20万 | 0.04% | 227 | 0 | 0.0% | — | 不变 |
| VYM | Vanguard High Dividend Yield ETF | $4.20万 | 0.04% | 285 | 0 | 0.0% | — | 不变 |
| NEE | NextEra Energy, Inc. | $4.10万 | 0.04% | 444 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $3.90万 | 0.03% | 90 | 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 |
| 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 |
| BP | BP, Plc | $3.50万 | 0.03% | 739 | 0 | 0.0% | — | 不变 |
| 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 |
| — | Grayscale Funds Trust Grayscale ETF | $3.30万 | 0.03% | 2,100 | -600 | -22.2% | -$9,429 | 减仓 |
| TSLA | Tesla Motors, Inc. | $3.20万 | 0.03% | 85 | -120 | -58.5% | -$4.52万 | 减仓 |
| 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 |
| 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 |
| CSR | Centerspace | $2.90万 | 0.02% | 500 | -234 | -31.9% | -$1.36万 | 减仓 |
| SHEL | Royal Dutch Shell, Plc | $2.80万 | 0.02% | 300 | 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 |
| 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 |
| 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 |
| SCHF | Schwab International Equity ETF | $2.40万 | 0.02% | 971 | 5 | 0.5% | $124 | 加仓 |
| HD | The Home Depot, Inc. | $2.30万 | 0.02% | 69 | 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 |
| VYMI | Vanguard International High Dividend Yield ETF | $2.10万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific, Inc. | $2.00万 | 0.02% | 40 | 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 |
| SAP | SAP SE | $1.70万 | 0.01% | 100 | 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 |
| VNQ | Vanguard Real Estate ETF | $1.50万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc. | $1.40万 | 0.01% | 124 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| CDW | CDW Corporation | $8,000 | 0.01% | 63 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |