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 |
|---|---|---|---|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | $5,000 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| VTWO | Vanguard Russell 2000 Index Fund ETF | $5,000 | 0.00% | 40 | 2 | 5.3% | $250 | 加仓 |
| JAAA | Janus Henderson AAA CLO ETF | $5,000 | 0.00% | 100 | 100 | — | $5,000 | 新建仓 |
| ACN | Accenture, PLC | $4,000 | 0.00% | 33 | -20 | -37.7% | -$2,424 | 减仓 |
| XOP | SPDR S&P Oil & Gas Exploration & Production ETF | $4,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FTGC | First Trust Global Tactical Commodity Strategy Fund | $4,000 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| JIVE | JP Morgan International Value ETF | $4,000 | 0.00% | 40 | 40 | — | $4,000 | 新建仓 |
| BMY | Bristol Myers Squibb Company | $3,000 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy ETF | $3,000 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| APA | APA Corporation | $3,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Materials, Inc. | $3,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GRMN | Garmin, Ltd. | $3,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LFCR | Lifecore Biomedical, Inc. | $3,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FRDM | Freedom 100 Emerging Markets ETF | $3,000 | 0.00% | 40 | 40 | — | $3,000 | 新建仓 |
| 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 |
| AI | C3.ai, Inc. | $2,000 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| LZ | LegalZoom.com, Inc. | $2,000 | 0.00% | 250 | 100 | 66.7% | $800 | 加仓 |
| XOVR | ERShares Private-Public Crossover ETF | $2,000 | 0.00% | 100 | 100 | — | $2,000 | 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 |
| BABA | Alibaba Group Holding Limited | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COUR | Coursera, Inc. | $1,000 | 0.00% | 250 | 250 | — | $1,000 | 新建仓 |
| — | Exxon Mobil Corporation | $0 | 0.00% | 0 | -4,646 | -100.0% | -$78.80万 | 清仓 |
| CVLT | Commvault Systems, Inc. | $0 | 0.00% | 0 | -4,147 | -100.0% | -$32.30万 | 清仓 |
| CSR | Centerspace | $0 | 0.00% | 0 | -500 | -100.0% | -$2.90万 | 清仓 |
| SHEL | Royal Dutch Shell, Plc | $0 | 0.00% | 0 | -300 | -100.0% | -$2.80万 | 清仓 |
| GBTC | Grayscale Bitcoin Trust | $0 | 0.00% | 0 | -500 | -100.0% | -$2.60万 | 清仓 |
| COP | ConocoPhillips | $0 | 0.00% | 0 | -40 | -100.0% | -$5,000 | 清仓 |
| ASTL | Algoma Steel Group, Inc. | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4,000 | 清仓 |
| BTC | Grayscale Bitcoin Mini Trust ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$3,000 | 清仓 |
| VXUS | Vanguard Total International Stock ETF | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | Gabelli Global Small & Mid Cap | $0 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AMPL | Amplitude, Inc. | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DOLE | Dole, PLC | $0 | 0.00% | 30 | 0 | 0.0% | — | 不变 |