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 |
|---|---|---|---|---|---|---|---|---|
| NSC | Norfolk Southern Corporation | $9.40万 | 0.07% | 300 | 0 | 0.0% | — | 不变 |
| PGR | The Progressive Corporation | $9.30万 | 0.07% | 425 | 0 | 0.0% | — | 不变 |
| QFLR | Innovator Nasdaq-100 Managed Floor ETF | $9.10万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| SCCO | Southern Copper Corporation | $8.80万 | 0.06% | 507 | 4 | 0.8% | $694 | 加仓 |
| LRCX | Lam Research Corporation | $8.70万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |
| BKNG | Booking Holdings Inc. | $8.50万 | 0.06% | 475 | 0 | 0.0% | — | 不变 |
| — | Wells Fargo Capital 7.50 | $8.30万 | 0.06% | 72 | -30 | -29.4% | -$3.46万 | 减仓 |
| JPM | J.P. Morgan Chase & Co. | $8.30万 | 0.06% | 253 | 0 | 0.0% | — | 不变 |
| USB | U.S. Bancorp | $8.20万 | 0.06% | 1,355 | 0 | 0.0% | — | 不变 |
| CCJ | Cameco Corporation | $8.10万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corporation | $7.50万 | 0.06% | 1,043 | -65 | -5.9% | -$4,674 | 减仓 |
| SYK | Stryker Corporation | $6.90万 | 0.05% | 220 | 0 | 0.0% | — | 不变 |
| DELL | Dell Technologies, Inc. | $6.50万 | 0.05% | 150 | 0 | 0.0% | — | 不变 |
| APG | APi Group Corporation | $6.40万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| CPNG | Coupang, Inc. | $6.30万 | 0.05% | 3,600 | 3,600 | — | $6.30万 | 新建仓 |
| PEP | Pepsico, Inc. | $5.80万 | 0.04% | 428 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation Index Fund ETF | $5.70万 | 0.04% | 240 | 0 | 0.0% | — | 不变 |
| EW | Edwards Life Sciences | $5.60万 | 0.04% | 615 | 0 | 0.0% | — | 不变 |
| TGT | Target Corporation | $5.50万 | 0.04% | 422 | 0 | 0.0% | — | 不变 |
| WPM | Wheaton Precious Metals Corporation | $5.30万 | 0.04% | 470 | 0 | 0.0% | — | 不变 |
| MO | Altria Group, Inc. | $5.30万 | 0.04% | 732 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Incorporated | $5.00万 | 0.04% | 98 | 0 | 0.0% | — | 不变 |
| VPU | Vanguard Utilities ETF | $4.80万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| VYM | Vanguard High Dividend Yield ETF | $4.70万 | 0.03% | 295 | 10 | 3.5% | $1,593 | 加仓 |
| VUG | Vanguard Growth ETF | $4.70万 | 0.03% | 540 | 0 | 0.0% | — | 不变 |
| ETR | Entergy Corporation | $4.60万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| DLR | Digital Realty Trust, Inc. | $4.40万 | 0.03% | 245 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Trust Index | $4.20万 | 0.03% | 115 | 115 | — | $4.20万 | 新建仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $4.00万 | 0.03% | 562 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid-Cap Index Fund ETF | $4.00万 | 0.03% | 496 | 0 | 0.0% | — | 不变 |
| SGVT | Schwab Government Money Market ETF | $4.00万 | 0.03% | 400 | 400 | — | $4.00万 | 新建仓 |
| NEE | NextEra Energy, Inc. | $3.90万 | 0.03% | 444 | 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 |
| IVV | iShares Core S&P 500 ETF | $3.70万 | 0.03% | 50 | -48 | -49.0% | -$3.55万 | 减仓 |
| SLV | iShares Silver Trust | $3.70万 | 0.03% | 700 | 700 | — | $3.70万 | 新建仓 |
| ITW | Illinois Tool Works Inc. | $3.60万 | 0.03% | 132 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors, Inc. | $3.60万 | 0.03% | 85 | 0 | 0.0% | — | 不变 |
| — | ProShares Russell 2000 High Income ETF | $3.50万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| MPWR | Monolithic Power Systems, Inc. | $3.50万 | 0.03% | 25 | 0 | 0.0% | — | 不变 |
| IJS | iShares S&P Small Cap 600 Value ETF | $3.40万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce.com, Inc. | $3.30万 | 0.02% | 209 | -18 | -7.9% | -$2,842 | 减仓 |
| DGRO | iShares Core Dividend Growth ETF | $3.30万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| SPLV | Invesco S&P 500 Low Volatility ETF | $3.20万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| FDX | FedEx Corporation | $3.10万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| SJM | J.M. Smucker Company | $3.00万 | 0.02% | 267 | 3 | 1.1% | $337 | 加仓 |
| EMR | Emerson Electric Company | $2.90万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| HON | Honeywell International, Inc. | $2.80万 | 0.02% | 127 | -127 | -50.0% | -$2.80万 | 减仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $2.80万 | 0.02% | 466 | 0 | 0.0% | — | 不变 |
| HONA | Honeywell Aerospace, Inc. | $2.80万 | 0.02% | 127 | 127 | — | $2.80万 | 新建仓 |
| CNP | CenterPoint Energy, Inc. | $2.70万 | 0.02% | 603 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab International Equity ETF | $2.70万 | 0.02% | 975 | 4 | 0.4% | $111 | 加仓 |
| CSCO | Cisco Systems, Inc. | $2.70万 | 0.02% | 231 | 0 | 0.0% | — | 不变 |
| — | Grayscale Funds Trust Grayscale ETF | $2.50万 | 0.02% | 2,000 | -100 | -4.8% | -$1,250 | 减仓 |
| ADBE | Adobe Systems, Inc. | $2.40万 | 0.02% | 118 | -71 | -37.6% | -$1.44万 | 减仓 |
| HD | The Home Depot, Inc. | $2.40万 | 0.02% | 69 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum Corporation | $2.30万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Corporation | $2.30万 | 0.02% | 91 | 25 | 37.9% | $6,319 | 加仓 |
| APD | Air Products & Chemicals, Inc. | $2.20万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| VYMI | Vanguard International High Dividend Yield ETF | $2.20万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| IOT | Samsara Inc. | $2.00万 | 0.01% | 630 | -500 | -44.2% | -$1.59万 | 减仓 |
| TMO | Thermo Fisher Scientific, Inc. | $2.00万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| VSS | Vanguard FTSE All-World Ex-US Small-Cap Index ETF | $1.90万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| XLI | Industrial Select Sector SPDR Fund | $1.90万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | Bitwise 10 Crypto Index Fund | $1.90万 | 0.01% | 500 | 500 | — | $1.90万 | 新建仓 |
| Q | Qnity Electronics, Inc. | $1.80万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge, Inc. | $1.60万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard Real Estate ETF | $1.60万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| ROCY | JPMorgan Equity Premium Yield ETF | $1.60万 | 0.01% | 300 | 300 | — | $1.60万 | 新建仓 |
| SAP | SAP SE | $1.50万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc. | $1.50万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| IWM | iShares Russell 2000 ETF | $1.50万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| PNC | The PNC Financial Services Group, Inc. | $1.40万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $1.40万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| DIS | The Walt Disney Company | $1.40万 | 0.01% | 150 | 150 | — | $1.40万 | 新建仓 |
| — | Barings Corporate Investors | $1.30万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| XYLD | Global X S&P 500 Covered Call ETF | $1.20万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| — | Barings Participation Investors | $1.20万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| CB | Chubb Limited | $1.20万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| USAR | USA Rare Earth, Inc. | $1.20万 | 0.01% | 537 | 537 | — | $1.20万 | 新建仓 |
| SOLV | Solventum Corporation | $1.10万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR S&P 600 Small Cap Growth ETF | $1.10万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix, Inc. | $1.00万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| DD | DuPont de Nemours, Inc. | $1.00万 | 0.01% | 75 | -150 | -66.7% | -$2.00万 | 减仓 |
| EXC | Exelon Corporation | $9,000 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CDW | CDW Corporation | $9,000 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| SWK | Stanley Black & Decker, Inc. | $9,000 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| NVT | nVent Electric, PLC | $9,000 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| FDXF | FedEx Freight Holding Company, Inc | $8,000 | 0.01% | 50 | 50 | — | $8,000 | 新建仓 |
| — | NeurAxis, Inc. | $7,000 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power Company, Inc. | $7,000 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| RDDT | Reddit, Inc. | $7,000 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| — | REX Drone ETF | $7,000 | 0.01% | 300 | 300 | — | $7,000 | 新建仓 |
| BP | BP, Plc | $6,000 | 0.00% | 164 | -575 | -77.8% | -$2.10万 | 减仓 |
| DOW | Dow, Inc. | $6,000 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| CAMT | Camtek, Ltd. | $6,000 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| XLK | The Technology Select Sector SPDR ETF | $6,000 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ZETA | Zeta Global Holdings Corporation | $6,000 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | $6,000 | 0.00% | 100 | 100 | — | $6,000 | 新建仓 |
| FDVV | Fidelity High Dividend ETF | $6,000 | 0.00% | 100 | 100 | — | $6,000 | 新建仓 |
| RMD | Resmed, Inc. | $5,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |