United Advisor Group, LLC
CINCINNATI OH · SEC CIK 0002004873
$9.48亿2026Q2 申报市值
544持仓数
18.7%前十大占比 · 第一大 3.0%
69 / 42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
QGRW 加仓+$508.75万
SPIB 新建仓+$350.61万
AVUV 新建仓+$306.99万
BW 新建仓+$302.86万
WTV 加仓+$263.80万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$685.12万
NBIS 减仓-$382.33万
SCHG 减仓-$361.39万
AMD 减仓-$323.97万
IVE 减仓-$202.11万
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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCH TRADED FD III | $23.41万 | 0.02% | 6,324 | 44 | 0.7% | $1,628 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $23.50万 | 0.02% | 1,380 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP | $23.59万 | 0.02% | 32,712 | 1,850 | 6.0% | $1.33万 | 加仓 |
| UNP | UNION PAC CORP | $23.66万 | 0.02% | 870 | 870 | — | $23.66万 | 新建仓 |
| IEI | ISHARES TR | $23.67万 | 0.02% | 2,015 | 50 | 2.5% | $5,873 | 加仓 |
| CAH | CARDINAL HEALTH INC | $23.79万 | 0.03% | 1,001 | 25 | 2.6% | $5,941 | 加仓 |
| TFLO | ISHARES TR | $23.90万 | 0.03% | 4,720 | 4,720 | — | $23.90万 | 新建仓 |
| IFRA | ISHARES TR | $23.91万 | 0.03% | 3,793 | 83 | 2.2% | $5,232 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $24.30万 | 0.03% | 686 | -2 | -0.3% | -$708 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $24.37万 | 0.03% | 1,811 | 35 | 2.0% | $4,710 | 重新持有 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $24.38万 | 0.03% | 2,956 | -567 | -16.1% | -$4.68万 | 减仓 |
| IEUR | ISHARES TR | $24.40万 | 0.03% | 3,246 | -287 | -8.1% | -$2.16万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $24.52万 | 0.03% | 5,933 | 1,642 | 38.3% | $6.78万 | 加仓 |
| SYK | STRYKER CORPORATION | $24.75万 | 0.03% | 786 | -107 | -12.0% | -$3.37万 | 减仓 |
| SHYG | ISHARES TR | $24.86万 | 0.03% | 5,863 | 122 | 2.1% | $5,174 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $24.87万 | 0.03% | 6,092 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $25.03万 | 0.03% | 2,483 | -95 | -3.7% | -$9,575 | 减仓 |
| DIVB | ISHARES TR | $25.03万 | 0.03% | 4,063 | 265 | 7.0% | $1.63万 | 加仓 |
| GWW | WW GRAINGER INC | $25.03万 | 0.03% | 184 | -18 | -8.9% | -$2.45万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $25.08万 | 0.03% | 4,184 | 4,184 | — | $25.08万 | 新建仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $25.20万 | 0.03% | 5,026 | -485 | -8.8% | -$2.43万 | 减仓 |
| SE | SEA LTD | $25.25万 | 0.03% | 2,635 | 21 | 0.8% | $2,012 | 加仓 |
| MS | MORGAN STANLEY | $25.30万 | 0.03% | 1,210 | -199 | -14.1% | -$4.16万 | 重新持有 |
| LTPZ | PIMCO ETF TR | $25.32万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.35万 | 0.03% | 12,480 | 2,604 | 26.4% | $5.29万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC 看涨期权 | $25.40万 | 0.03% | 6,000 | 6,000 | — | $25.40万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $25.43万 | 0.03% | 5,226 | 250 | 5.0% | $1.22万 | 加仓 |
| IQDG | WISDOMTREE TR | $25.51万 | 0.03% | 5,922 | 25 | 0.4% | $1,077 | 加仓 |
| SSO | PROSHARES TR | $25.90万 | 0.03% | 3,844 | -396 | -9.3% | -$2.67万 | 重新持有 |
| VICI | VICI PPTYS INC | $26.05万 | 0.03% | 9,810 | 608 | 6.6% | $1.61万 | 加仓 |
| EOG | EOG RES INC | $26.20万 | 0.03% | 2,020 | -48 | -2.3% | -$6,226 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $26.23万 | 0.03% | 6,678 | 9 | 0.1% | $353 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $26.28万 | 0.03% | 6,095 | 6,095 | — | $26.28万 | 新建仓 |
| NOK | NOKIA CORP | $26.42万 | 0.03% | 19,893 | 19,893 | — | $26.42万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.42万 | 0.03% | 538 | -141 | -20.8% | -$6.93万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $26.76万 | 0.03% | 2,919 | 158 | 5.7% | $1.45万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.77万 | 0.03% | 539 | -6 | -1.1% | -$2,980 | 减仓 |
| SHEL | SHELL PLC | $26.85万 | 0.03% | 3,463 | 42 | 1.2% | $3,256 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $27.30万 | 0.03% | 1,099 | 84 | 8.3% | $2.09万 | 加仓 |
| XSOE | WISDOMTREE TR | $27.34万 | 0.03% | 5,559 | 3 | 0.1% | $148 | 加仓 |
| ICSH | ISHARES TR | $27.35万 | 0.03% | 5,407 | 1,165 | 27.5% | $5.89万 | 加仓 |
| EFAV | ISHARES TR | $27.40万 | 0.03% | 3,124 | 616 | 24.6% | $5.40万 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $27.41万 | 0.03% | 10,250 | 670 | 7.0% | $1.79万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.51万 | 0.03% | 7,385 | 33 | 0.4% | $1,229 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $27.57万 | 0.03% | 26,181 | -6,117 | -18.9% | -$6.44万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $27.61万 | 0.03% | 2,016 | -1,562 | -43.7% | -$21.39万 | 减仓 |
| DOL | WISDOMTREE TR | $28.04万 | 0.03% | 3,770 | 538 | 16.6% | $4.00万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $28.21万 | 0.03% | 2,481 | 102 | 4.3% | $1.16万 | 加仓 |
| VLUE | ISHARES TR | $28.25万 | 0.03% | 1,414 | -193 | -12.0% | -$3.86万 | 减仓 |
| DXJ | WISDOMTREE TR | $28.34万 | 0.03% | 1,633 | 195 | 13.6% | $3.38万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $28.86万 | 0.03% | 2,319 | 1,085 | 87.9% | $13.50万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $28.87万 | 0.03% | 1,974 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $28.96万 | 0.03% | 26,523 | 4,108 | 18.3% | $4.49万 | 加仓 |
| DGRO | ISHARES TR | $28.98万 | 0.03% | 3,824 | 41 | 1.1% | $3,107 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $29.06万 | 0.03% | 17,399 | 181 | 1.1% | $3,023 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $29.23万 | 0.03% | 5,022 | 5,022 | — | $29.23万 | 新建仓 |
| AGGY | WISDOMTREE TR | $29.38万 | 0.03% | 6,757 | 42 | 0.6% | $1,826 | 加仓 |
| TECB | ISHARES TR | $29.50万 | 0.03% | 4,112 | -6,114 | -59.8% | -$43.87万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $29.54万 | 0.03% | 302 | -26 | -7.9% | -$2.54万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $29.70万 | 0.03% | 6,165 | -48 | -0.8% | -$2,313 | 减仓 |
| WFC | WELLS FARGO & CO | $29.76万 | 0.03% | 3,601 | -389 | -9.7% | -$3.21万 | 减仓 |
| VV | VANGUARD INDEX FDS | $29.89万 | 0.03% | 869 | -43 | -4.7% | -$1.48万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $29.97万 | 0.03% | 1,102 | 1,102 | — | $29.97万 | 新建仓 |
| — | COHEN & STEERS ETF TRUST | $30.04万 | 0.03% | 11,941 | 11,941 | — | $30.04万 | 新建仓 |
| — | BLACKROCK TCP CAPITAL CORP | $30.15万 | 0.03% | 89,738 | 211 | 0.2% | $709 | 加仓 |
| CVNA | CARVANA CO | $30.37万 | 0.03% | 4,614 | -46 | -1.0% | -$3,028 | 减仓 |
| SBUX | STARBUCKS CORP | $30.38万 | 0.03% | 2,973 | 185 | 6.6% | $1.89万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $30.83万 | 0.03% | 1,730 | -245 | -12.4% | -$4.37万 | 减仓 |
| QYLD | GLOBAL X FDS | $30.90万 | 0.03% | 16,763 | 263 | 1.6% | $4,847 | 加仓 |
| — | TWO RDS SHARED TR | $30.92万 | 0.03% | 11,412 | 11,412 | — | $30.92万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $31.00万 | 0.03% | 5,782 | 100 | 1.8% | $5,361 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $31.11万 | 0.03% | 3,631 | 17 | 0.5% | $1,456 | 加仓 |
| AIQ | GLOBAL X FDS | $31.32万 | 0.03% | 4,773 | -2,130 | -30.9% | -$13.97万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $32.31万 | 0.03% | 19,992 | 58 | 0.3% | $937 | 加仓 |
| IDV | ISHARES TR | $32.31万 | 0.03% | 7,798 | 913 | 13.3% | $3.78万 | 加仓 |
| USRT | ISHARES TR | $32.37万 | 0.03% | 4,872 | 41 | 0.8% | $2,724 | 加仓 |
| DE | DEERE & CO | $32.45万 | 0.03% | 511 | -125 | -19.7% | -$7.94万 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $32.48万 | 0.03% | 13,797 | 1,904 | 16.0% | $4.48万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $32.48万 | 0.03% | 5,632 | 166 | 3.0% | $9,574 | 加仓 |
| COP | CONOCOPHILLIPS | $32.67万 | 0.03% | 3,143 | 133 | 4.4% | $1.38万 | 加仓 |
| CPNG | COUPANG INC | $33.04万 | 0.03% | 19,023 | 1,237 | 7.0% | $2.15万 | 加仓 |
| ALB | ALBEMARLE CORP | $33.11万 | 0.03% | 2,452 | 1 | 0.0% | $135 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC 看涨期权 | $33.19万 | 0.04% | 5,300 | 5,300 | — | $33.19万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $33.20万 | 0.04% | 1,006 | 48 | 5.0% | $1.58万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $33.28万 | 0.04% | 7,110 | 195 | 2.8% | $9,128 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $33.33万 | 0.04% | 7,351 | -403 | -5.2% | -$1.83万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $33.63万 | 0.04% | 2,143 | 2,143 | — | $33.63万 | 新建仓 |
| EZU | ISHARES INC | $33.89万 | 0.04% | 4,876 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $33.95万 | 0.04% | 4,087 | -305 | -6.9% | -$2.53万 | 减仓 |
| ILMN | ILLUMINA INC | $33.99万 | 0.04% | 1,933 | 6 | 0.3% | $1,055 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $34.00万 | 0.04% | 10,137 | 674 | 7.1% | $2.26万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $34.02万 | 0.04% | 2,901 | 2 | 0.1% | $235 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $34.29万 | 0.04% | 5,003 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED 看涨期权 | $34.30万 | 0.04% | 7,500 | -72,500 | -90.6% | -$331.54万 | 减仓 |
| PYLD | PIMCO ETF TR | $34.39万 | 0.04% | 12,967 | 907 | 7.5% | $2.41万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $34.53万 | 0.04% | 4,178 | 970 | 30.2% | $8.02万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $34.58万 | 0.04% | 10,170 | -411 | -3.9% | -$1.40万 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $34.71万 | 0.04% | 24,141 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $34.86万 | 0.04% | 31,516 | -126 | -0.4% | -$1,394 | 减仓 |
| CAPE | DOUBLELINE ETF TRUST | $34.96万 | 0.04% | 10,777 | 2,346 | 27.8% | $7.61万 | 加仓 |