United Advisor Group, LLC
CINCINNATI OH · SEC CIK 0002004873
$8.11亿2026Q1 申报市值
508持仓数
19.5%前十大占比 · 第一大 3.1%
56 / 28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
SCHG 加仓+$441.33万
MSFT 加仓+$213.40万
LDUR 新建仓+$162.36万
BLCR 新建仓+$160.80万
AVSF 新建仓+$157.40万
2026Q1 卖出最多 按季末市值估算
QQQM 减仓-$302.06万
QUAL 减仓-$230.57万
OPEN 清仓-$189.47万
IVV 减仓-$167.15万
JPST 减仓-$110.70万
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 |
|---|---|---|---|---|---|---|---|---|
| ADME | ETF SER SOLUTIONS | $141.10万 | 0.17% | 28,546 | 2,020 | 7.6% | $9.98万 | 加仓 |
| BAC | BANK AMERICA CORP | $141.74万 | 0.17% | 29,076 | -62 | -0.2% | -$3,022 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $142.16万 | 0.18% | 28,894 | -1,597 | -5.2% | -$7.86万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $143.66万 | 0.18% | 37,392 | 14,663 | 64.5% | $56.34万 | 加仓 |
| NEM | NEWMONT CORP | $144.83万 | 0.18% | 13,379 | -564 | -4.0% | -$6.11万 | 减仓 |
| TOUS | T ROWE PRICE ETF INC | $145.41万 | 0.18% | 42,099 | 5,661 | 15.5% | $19.55万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.44万 | 0.18% | 6,000 | -854 | -12.5% | -$20.70万 | 减仓 |
| CAT | CATERPILLAR INC | $146.37万 | 0.18% | 2,066 | 357 | 20.9% | $25.29万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $147.20万 | 0.18% | 19,231 | -443 | -2.3% | -$3.39万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $148.22万 | 0.18% | 61,071 | -6,747 | -9.9% | -$16.38万 | 减仓 |
| BIL | SPDR SERIES TRUST | $151.91万 | 0.19% | 16,577 | 12,172 | 276.3% | $111.54万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $153.09万 | 0.19% | 33,558 | 2,002 | 6.3% | $9.13万 | 加仓 |
| KO | COCA COLA CO | $154.28万 | 0.19% | 20,264 | 136 | 0.7% | $1.04万 | 加仓 |
| ARKK | ARK ETF TR | $156.13万 | 0.19% | 23,100 | 3,409 | 17.3% | $23.04万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $157.40万 | 0.19% | 33,632 | 33,632 | — | $157.40万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $157.42万 | 0.19% | 3,285 | 212 | 6.9% | $10.16万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $160.80万 | 0.20% | 39,163 | 39,163 | — | $160.80万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $161.02万 | 0.20% | 62,851 | 10,256 | 19.5% | $26.28万 | 加仓 |
| MCD | MCDONALDS CORP | $161.05万 | 0.20% | 5,182 | -1 | -0.0% | -$311 | 减仓 |
| LDUR | PIMCO ETF TR | $162.36万 | 0.20% | 16,944 | 16,944 | — | $162.36万 | 新建仓 |
| IWD | ISHARES TR | $162.83万 | 0.20% | 7,621 | 1,314 | 20.8% | $28.08万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $163.77万 | 0.20% | 40,131 | -945 | -2.3% | -$3.86万 | 减仓 |
| AVGO | BROADCOM INC | $164.77万 | 0.20% | 5,324 | -536 | -9.1% | -$16.59万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $165.25万 | 0.20% | 73,969 | 13,968 | 23.3% | $31.20万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $167.07万 | 0.21% | 27,547 | 554 | 2.1% | $3.36万 | 加仓 |
| PGR | PROGRESSIVE CORP | $170.65万 | 0.21% | 8,608 | 2,018 | 30.6% | $40.00万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $174.75万 | 0.22% | 38,365 | 1,716 | 4.7% | $7.82万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $178.29万 | 0.22% | 42,899 | 1,739 | 4.2% | $7.23万 | 加仓 |
| SGOV | ISHARES TR | $179.00万 | 0.22% | 17,783 | -2,473 | -12.2% | -$24.89万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $183.15万 | 0.23% | 5,421 | -54 | -1.0% | -$1.82万 | 减仓 |
| MRK | MERCK & CO INC | $183.82万 | 0.23% | 15,279 | 437 | 2.9% | $5.26万 | 加仓 |
| IWP | ISHARES TR | $184.33万 | 0.23% | 14,387 | 2,400 | 20.0% | $30.75万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $185.09万 | 0.23% | 79,370 | -1,624 | -2.0% | -$3.79万 | 减仓 |
| MUB | ISHARES TR | $187.83万 | 0.23% | 17,695 | 2,665 | 17.7% | $28.29万 | 加仓 |
| IMCG | ISHARES TR | $197.32万 | 0.24% | 25,050 | 2,938 | 13.3% | $23.14万 | 加仓 |
| SUB | ISHARES TR | $198.96万 | 0.25% | 18,682 | 8,087 | 76.3% | $86.13万 | 加仓 |
| MPC | MARATHON PETE CORP | $199.75万 | 0.25% | 8,180 | -189 | -2.3% | -$4.62万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $201.26万 | 0.25% | 75,633 | 9,084 | 13.7% | $24.17万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $202.12万 | 0.25% | 112,164 | 6,563 | 6.2% | $11.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $202.42万 | 0.25% | 6,310 | 191 | 3.1% | $6.13万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $204.82万 | 0.25% | 40,973 | 9,629 | 30.7% | $48.13万 | 加仓 |
| IWM | ISHARES TR | $207.15万 | 0.26% | 8,353 | 1,067 | 14.6% | $26.46万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $208.70万 | 0.26% | 20,114 | 2,714 | 15.6% | $28.16万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $214.78万 | 0.26% | 39,737 | 554 | 1.4% | $2.99万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $215.05万 | 0.27% | 8,798 | 120 | 1.4% | $2.93万 | 加仓 |
| ASML | ASML HLDG NV | $217.14万 | 0.27% | 1,644 | 692 | 72.7% | $91.40万 | 加仓 |
| GOOG | ALPHABET INC | $218.77万 | 0.27% | 7,626 | -45 | -0.6% | -$1.29万 | 减仓 |
| SMDV | PROSHARES TR | $222.30万 | 0.27% | 32,316 | -1,334 | -4.0% | -$9.18万 | 减仓 |
| IVW | ISHARES TR | $229.17万 | 0.28% | 20,261 | 2,399 | 13.4% | $27.13万 | 加仓 |
| IVE | ISHARES TR | $229.38万 | 0.28% | 10,863 | 248 | 2.3% | $5.24万 | 加仓 |
| IDEV | ISHARES TR | $231.44万 | 0.29% | 27,694 | 4,820 | 21.1% | $40.28万 | 加仓 |
| MO | ALTRIA GROUP INC | $233.85万 | 0.29% | 35,437 | 3,311 | 10.3% | $21.85万 | 加仓 |
| IEFA | ISHARES TR | $235.07万 | 0.29% | 25,966 | 3,827 | 17.3% | $34.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $236.73万 | 0.29% | 4,102 | -101 | -2.4% | -$5.83万 | 减仓 |
| IEF | ISHARES TR | $241.29万 | 0.30% | 25,282 | 9,925 | 64.6% | $94.73万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $246.24万 | 0.30% | 18,528 | 716 | 4.0% | $9.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $246.24万 | 0.30% | 3,785 | 367 | 10.7% | $23.88万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $248.70万 | 0.31% | 68,798 | 7,084 | 11.5% | $25.61万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $249.18万 | 0.31% | 75,623 | 7,167 | 10.5% | $23.62万 | 加仓 |
| V | VISA INC | $249.44万 | 0.31% | 8,253 | 168 | 2.1% | $5.08万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $249.75万 | 0.31% | 15,105 | 1,319 | 9.6% | $21.81万 | 加仓 |
| PFE | PFIZER INC | $253.36万 | 0.31% | 90,228 | 855 | 1.0% | $2.40万 | 加仓 |
| SHOP | SHOPIFY INC | $254.58万 | 0.31% | 21,462 | -626 | -2.8% | -$7.43万 | 减仓 |
| IMCB | ISHARES TR | $256.46万 | 0.32% | 30,739 | -484 | -1.6% | -$4.04万 | 减仓 |
| CVX | CHEVRON CORPORATION | $256.98万 | 0.32% | 12,420 | -799 | -6.0% | -$16.53万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $262.91万 | 0.32% | 69,479 | 2,812 | 4.2% | $10.64万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $263.04万 | 0.32% | 52,724 | 10,730 | 25.6% | $53.53万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $263.10万 | 0.32% | 100,192 | 4,945 | 5.2% | $12.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $266.35万 | 0.33% | 2,673 | -1 | -0.0% | -$996 | 减仓 |
| WTV | WISDOMTREE TR | $267.76万 | 0.33% | 28,266 | 4,600 | 19.4% | $43.58万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $269.92万 | 0.33% | 56,174 | 3,788 | 7.2% | $18.20万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $273.20万 | 0.34% | 76,763 | 6,742 | 9.6% | $23.99万 | 加仓 |
| IREN | IREN LIMITED 看涨期权 | $274.24万 | 0.34% | 80,000 | 80,000 | — | $274.24万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $291.48万 | 0.36% | 50,100 | 1,637 | 3.4% | $9.52万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $292.11万 | 0.36% | 94,811 | 22,318 | 30.8% | $68.76万 | 加仓 |
| FSK | FS KKR CAP CORP | $292.27万 | 0.36% | 287,102 | 42,970 | 17.6% | $43.74万 | 加仓 |
| IVV | ISHARES TR | $292.49万 | 0.36% | 4,478 | -2,559 | -36.4% | -$167.15万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $299.14万 | 0.37% | 173,717 | 12,389 | 7.7% | $21.33万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $303.54万 | 0.37% | 270,052 | 14,334 | 5.6% | $16.11万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $306.77万 | 0.38% | 242,315 | 27,180 | 12.6% | $34.41万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $310.72万 | 0.38% | 69,280 | 1,746 | 2.6% | $7.83万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $314.12万 | 0.39% | 35,510 | 1,060 | 3.1% | $9.38万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $320.44万 | 0.39% | 81,268 | 3,442 | 4.4% | $13.57万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $322.78万 | 0.40% | 285,643 | 61,203 | 27.3% | $69.16万 | 加仓 |
| DGS | WISDOMTREE TR | $325.70万 | 0.40% | 54,193 | -406 | -0.7% | -$2.44万 | 减仓 |
| REGL | PROSHARES TR | $327.46万 | 0.40% | 37,897 | -521 | -1.4% | -$4.50万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $334.38万 | 0.41% | 150,963 | 16,992 | 12.7% | $37.64万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $335.67万 | 0.41% | 59,222 | 4,422 | 8.1% | $25.06万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $339.01万 | 0.42% | 190,990 | 7,078 | 3.8% | $12.56万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $339.15万 | 0.42% | 67,561 | 1,405 | 2.1% | $7.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $360.42万 | 0.44% | 24,953 | 187 | 0.8% | $2.70万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $370.82万 | 0.46% | 120,868 | 802 | 0.7% | $2.46万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $378.21万 | 0.47% | 74,730 | -21,873 | -22.6% | -$110.70万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $387.32万 | 0.48% | 52,597 | 1,906 | 3.8% | $14.04万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $392.05万 | 0.48% | 134,819 | 9,404 | 7.5% | $27.35万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $397.62万 | 0.49% | 19,546 | -490 | -2.4% | -$9.97万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $404.73万 | 0.50% | 47,807 | -3,561 | -6.9% | -$30.15万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $406.56万 | 0.50% | 131,317 | 11,156 | 9.3% | $34.54万 | 加仓 |
| IJR | ISHARES TR | $413.98万 | 0.51% | 33,302 | 3,661 | 12.4% | $45.51万 | 加仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $436.37万 | 0.54% | 358,857 | 8,860 | 2.5% | $10.77万 | 加仓 |