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 |
|---|---|---|---|---|---|---|---|---|
| SOLS | Solstice Advanced Materials, Inc. | $3,000 | 0.00% | 35 | 35 | — | $3,000 | 新建仓 |
| 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 |
| 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 |
| 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 |