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 |
|---|---|---|---|---|---|---|---|---|
| — | TEVA PHARMACEUTICAL INDS LTD | $59.63万 | 0.06% | 17,600 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $59.64万 | 0.06% | 8,870 | 871 | 10.9% | $5.86万 | 加仓 |
| EMLC | VANECK ETF TRUST | $59.86万 | 0.06% | 23,417 | 2,629 | 12.6% | $6.72万 | 加仓 |
| LOW | LOWES COS INC | $60.22万 | 0.06% | 2,731 | 29 | 1.1% | $6,395 | 加仓 |
| VB | VANGUARD INDEX FDS | $60.35万 | 0.06% | 1,991 | -10 | -0.5% | -$3,031 | 减仓 |
| JNK | SPDR SERIES TRUST | $60.46万 | 0.06% | 6,274 | 387 | 6.6% | $3.73万 | 加仓 |
| PAAA | PGIM ETF TR | $60.78万 | 0.06% | 11,855 | 1,321 | 12.5% | $6.77万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $60.91万 | 0.06% | 1,196 | -32 | -2.6% | -$1.63万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $60.95万 | 0.06% | 7,130 | 3,078 | 76.0% | $26.31万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.12万 | 0.06% | 2,583 | -21 | -0.8% | -$4,969 | 减仓 |
| USIG | ISHARES TR | $61.67万 | 0.07% | 12,024 | 816 | 7.3% | $4.19万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $62.05万 | 0.07% | 4,857 | 3 | 0.1% | $383 | 加仓 |
| SMH | VANECK ETF TRUST | $62.70万 | 0.07% | 956 | -185 | -16.2% | -$12.13万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $64.78万 | 0.07% | 6,046 | 1,652 | 37.6% | $17.70万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $66.21万 | 0.07% | 16,467 | 16,467 | — | $66.21万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $67.31万 | 0.07% | 2,010 | 985 | 96.1% | $32.99万 | 加仓 |
| SHV | ISHARES TR | $67.53万 | 0.07% | 6,120 | -710 | -10.4% | -$7.83万 | 减仓 |
| CHE | CHEMED CORP NEW | $67.63万 | 0.07% | 1,452 | 182 | 14.3% | $8.48万 | 加仓 |
| ACWV | ISHARES INC | $68.21万 | 0.07% | 5,674 | 363 | 6.8% | $4.36万 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $68.64万 | 0.07% | 24,041 | 12,028 | 100.1% | $34.34万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $69.32万 | 0.07% | 8,373 | 8,373 | — | $69.32万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $70.56万 | 0.07% | 6,788 | -322 | -4.5% | -$3.35万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $70.75万 | 0.07% | 19,512 | 1,515 | 8.4% | $5.49万 | 加仓 |
| DIS | DISNEY WALT CO | $70.93万 | 0.07% | 7,370 | 800 | 12.2% | $7.70万 | 加仓 |
| PEP | PEPSICO INC | $71.70万 | 0.08% | 5,295 | -55 | -1.0% | -$7,447 | 减仓 |
| KLAC | KLA CORP | $72.95万 | 0.08% | 2,418 | -222 | -8.4% | -$6.70万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $74.02万 | 0.08% | 4,357 | 4,357 | — | $74.02万 | 新建仓 |
| IWO | ISHARES TR | $74.93万 | 0.08% | 1,902 | 171 | 9.9% | $6.74万 | 加仓 |
| USMF | WISDOMTREE TR | $75.20万 | 0.08% | 13,863 | -1,146 | -7.6% | -$6.22万 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $75.51万 | 0.08% | 17,220 | 1,341 | 8.4% | $5.88万 | 加仓 |
| MBB | ISHARES TR | $75.82万 | 0.08% | 8,022 | 436 | 5.7% | $4.12万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $76.04万 | 0.08% | 3,400 | -6 | -0.2% | -$1,342 | 减仓 |
| MGK | VANGUARD WORLD FD | $76.06万 | 0.08% | 8,652 | 72 | 0.8% | $6,329 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $76.26万 | 0.08% | 14,422 | -25,709 | -64.1% | -$135.95万 | 减仓 |
| NET | CLOUDFLARE INC | $76.31万 | 0.08% | 3,111 | -15 | -0.5% | -$3,679 | 减仓 |
| BX | BLACKSTONE INC | $76.49万 | 0.08% | 6,500 | 1,100 | 20.4% | $12.94万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $76.78万 | 0.08% | 1,507 | -347 | -18.7% | -$17.68万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $77.03万 | 0.08% | 1,206 | -422 | -25.9% | -$26.95万 | 重新持有 |
| D | DOMINION ENERGY INC | $77.36万 | 0.08% | 11,328 | 2,609 | 29.9% | $17.82万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $77.70万 | 0.08% | 4,917 | -101 | -2.0% | -$1.60万 | 减仓 |
| ORCL | ORACLE CORP | $77.80万 | 0.08% | 5,309 | 1,002 | 23.3% | $14.68万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $78.31万 | 0.08% | 29,856 | 2,940 | 10.9% | $7.71万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $79.00万 | 0.08% | 28,163 | 28,163 | — | $79.00万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $79.43万 | 0.08% | 1,546 | 51 | 3.4% | $2.62万 | 加仓 |
| APH | AMPHENOL CORP | $81.06万 | 0.09% | 4,597 | 1,171 | 34.2% | $20.65万 | 加仓 |
| NFLX | NETFLIX INC. | $81.20万 | 0.09% | 11,372 | 710 | 6.7% | $5.07万 | 加仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $81.70万 | 0.09% | 23,020 | 1,997 | 9.5% | $7.09万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $82.36万 | 0.09% | 2,252 | 262 | 13.2% | $9.58万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $82.41万 | 0.09% | 3,303 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $82.60万 | 0.09% | 856 | 856 | — | $82.60万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $82.74万 | 0.09% | 4,187 | 9 | 0.2% | $1,778 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $84.73万 | 0.09% | 25,452 | -11,940 | -31.9% | -$39.75万 | 减仓 |
| QUAL | ISHARES TR | $84.87万 | 0.09% | 3,868 | -793 | -17.0% | -$17.40万 | 减仓 |
| NEM | NEWMONT CORP | $85.14万 | 0.09% | 9,116 | -4,263 | -31.9% | -$39.82万 | 减仓 |
| GEV | GE VERNOVA INC | $85.87万 | 0.09% | 731 | 180 | 32.7% | $21.14万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $86.92万 | 0.09% | 8,435 | 8,435 | — | $86.92万 | 新建仓 |
| USMV | ISHARES TR | $90.08万 | 0.10% | 9,338 | 872 | 10.3% | $8.41万 | 加仓 |
| NTSX | WISDOMTREE TR | $91.27万 | 0.10% | 15,457 | 1,004 | 6.9% | $5.93万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $92.26万 | 0.10% | 5,640 | 496 | 9.6% | $8.11万 | 加仓 |
| QCOM | QUALCOMM INC | $92.86万 | 0.10% | 5,025 | 2,037 | 68.2% | $37.64万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $93.29万 | 0.10% | 11,291 | -1,561 | -12.1% | -$12.90万 | 减仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $93.32万 | 0.10% | 23,679 | 297 | 1.3% | $1.17万 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $93.83万 | 0.10% | 74,946 | 1,153 | 1.6% | $1.44万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $94.14万 | 0.10% | 10,870 | 830 | 8.3% | $7.19万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $94.31万 | 0.10% | 15,402 | 1,064 | 7.4% | $6.52万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $94.43万 | 0.10% | 48,126 | 16,762 | 53.4% | $32.89万 | 加仓 |
| EMB | ISHARES TR | $95.59万 | 0.10% | 9,912 | 782 | 8.6% | $7.54万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $95.71万 | 0.10% | 100,963 | -83 | -0.1% | -$787 | 减仓 |
| RTX | RTX CORPORATION | $97.46万 | 0.10% | 5,137 | -82 | -1.6% | -$1.56万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $98.62万 | 0.10% | 30,848 | -160 | -0.5% | -$5,115 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $99.03万 | 0.10% | 2,295 | 2,295 | — | $99.03万 | 新建仓 |
| NLR | VANECK ETF TRUST | $99.56万 | 0.11% | 8,584 | 1,310 | 18.0% | $15.19万 | 加仓 |
| PHYL | PGIM ETF TR | $101.30万 | 0.11% | 29,042 | 669 | 2.4% | $2.33万 | 加仓 |
| IUSG | ISHARES TR | $102.35万 | 0.11% | 5,441 | 2,335 | 75.2% | $43.92万 | 加仓 |
| ALAB | ASTERA LABS INC | $103.12万 | 0.11% | 2,135 | 2,135 | — | $103.12万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $104.00万 | 0.11% | 13,328 | -297 | -2.2% | -$2.32万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $104.69万 | 0.11% | 21,035 | 5,219 | 33.0% | $25.97万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $104.85万 | 0.11% | 7,164 | 5 | 0.1% | $732 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $105.31万 | 0.11% | 2,648 | -50 | -1.9% | -$1.99万 | 减仓 |
| HYG | ISHARES TR | $107.33万 | 0.11% | 13,421 | 365 | 2.8% | $2.92万 | 加仓 |
| T | AT&T INC | $107.71万 | 0.11% | 52,033 | 6,313 | 13.8% | $13.07万 | 加仓 |
| HYD | VANECK ETF TRUST | $107.77万 | 0.11% | 20,922 | 3,707 | 21.5% | $19.09万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $107.80万 | 0.11% | 22,680 | 22,680 | — | $107.80万 | 新建仓 |
| — | WISDOMTREE TR | $108.33万 | 0.11% | 24,590 | 977 | 4.1% | $4.30万 | 加仓 |
| — | WISDOMTREE TR | $108.70万 | 0.11% | 28,138 | 4,933 | 21.3% | $19.06万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $109.17万 | 0.12% | 3,262 | 7 | 0.2% | $2,343 | 加仓 |
| IGIB | ISHARES TR | $110.45万 | 0.12% | 20,773 | 722 | 3.6% | $3.84万 | 加仓 |
| BAC | BANK OF AMER CORP | $110.56万 | 0.12% | 19,404 | -9,672 | -33.3% | -$55.11万 | 减仓 |
| MMM | 3M CO | $110.80万 | 0.12% | 6,843 | 177 | 2.7% | $2.87万 | 加仓 |
| — | GLADSTONE INVT CORP | $111.61万 | 0.12% | 72,190 | -5,422 | -7.0% | -$8.38万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $112.67万 | 0.12% | 6,410 | 112 | 1.8% | $1.97万 | 加仓 |
| TLT | ISHARES TR | $114.30万 | 0.12% | 13,226 | -867 | -6.2% | -$7.49万 | 减仓 |
| VGT | VANGUARD WORLD FD | $114.77万 | 0.12% | 9,602 | -734 | -7.1% | -$8.77万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $115.44万 | 0.12% | 22,635 | -298 | -1.3% | -$1.52万 | 减仓 |
| SO | SOUTHERN CO | $116.17万 | 0.12% | 12,138 | 830 | 7.3% | $7.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $116.42万 | 0.12% | 14,138 | 14,138 | — | $116.42万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $119.17万 | 0.13% | 5,000 | 2,500 | 100.0% | $59.59万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $119.21万 | 0.13% | 15,867 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $119.36万 | 0.13% | 9,804 | -132 | -1.3% | -$1.61万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $119.44万 | 0.13% | 23,068 | 3,698 | 19.1% | $19.15万 | 加仓 |