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 |
|---|---|---|---|---|---|---|---|---|
| BUYW | NORTHERN LTS FD TR IV | $119.74万 | 0.13% | 82,863 | 13,870 | 20.1% | $20.04万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $119.89万 | 0.13% | 13,344 | 1,572 | 13.4% | $14.12万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $122.25万 | 0.13% | 7,568 | -155 | -2.0% | -$2.50万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $122.50万 | 0.13% | 6,617 | -10 | -0.2% | -$1,851 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $122.67万 | 0.13% | 4,118 | 4,118 | — | $122.67万 | 新建仓 |
| SHLD | GLOBAL X FDS | $122.88万 | 0.13% | 20,580 | 5,584 | 37.2% | $33.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $123.84万 | 0.13% | 2,980 | -234 | -7.3% | -$9.72万 | 减仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $124.71万 | 0.13% | 49,098 | 628 | 1.3% | $1.60万 | 加仓 |
| GE | GE AEROSPACE | $124.76万 | 0.13% | 3,338 | 115 | 3.6% | $4.30万 | 加仓 |
| IWF | ISHARES TR | $127.67万 | 0.13% | 10,282 | -250 | -2.4% | -$3.10万 | 减仓 |
| HD | HOME DEPOT INC | $128.15万 | 0.14% | 3,634 | -9 | -0.2% | -$3,174 | 减仓 |
| IJH | ISHARES TR | $128.67万 | 0.14% | 16,687 | 1,621 | 10.8% | $12.50万 | 加仓 |
| BOXX | EA SERIES TRUST | $129.12万 | 0.14% | 11,027 | -205 | -1.8% | -$2.40万 | 减仓 |
| IHDG | WISDOMTREE TR | $130.91万 | 0.14% | 24,993 | -1,385 | -5.3% | -$7.25万 | 减仓 |
| MTUM | ISHARES TR | $132.00万 | 0.14% | 3,850 | 1,115 | 40.8% | $38.23万 | 加仓 |
| CLIP | GLOBAL X FDS | $134.57万 | 0.14% | 13,411 | 2,357 | 21.3% | $23.65万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $134.90万 | 0.14% | 60,333 | 1,261 | 2.1% | $2.82万 | 加仓 |
| CLOI | VANECK ETF TRUST | $136.46万 | 0.14% | 25,772 | 25,772 | — | $136.46万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $137.04万 | 0.14% | 3,865 | -278 | -6.7% | -$9.86万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $137.75万 | 0.15% | 1,805 | 1,213 | 204.9% | $92.57万 | 加仓 |
| MCD | MCDONALDS CORP | $137.89万 | 0.15% | 5,101 | -81 | -1.6% | -$2.19万 | 减仓 |
| NOW | SERVICENOW INC | $138.00万 | 0.15% | 13,900 | 4,930 | 55.0% | $48.94万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $138.08万 | 0.15% | 57,199 | -3,872 | -6.3% | -$9.35万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $139.24万 | 0.15% | 4,083 | 1,848 | 82.7% | $63.02万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $141.68万 | 0.15% | 3,269 | 642 | 24.4% | $27.82万 | 加仓 |
| CRWV | COREWEAVE INC | $142.18万 | 0.15% | 14,284 | -1,023 | -6.7% | -$10.18万 | 减仓 |
| ABBV | ABBVIE INC | $143.20万 | 0.15% | 5,691 | -59 | -1.0% | -$1.48万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $143.57万 | 0.15% | 3,006 | 156 | 5.5% | $7.45万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $145.11万 | 0.15% | 5,972 | 125 | 2.1% | $3.04万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $145.48万 | 0.15% | 3,900 | 2,300 | 143.8% | $85.79万 | 加仓 |
| PWR | QUANTA SVCS INC | $148.04万 | 0.16% | 2,056 | 62 | 3.1% | $4.46万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $151.28万 | 0.16% | 54,613 | -614 | -1.1% | -$1.70万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $156.51万 | 0.17% | 1,548 | 8 | 0.5% | $8,088 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $158.83万 | 0.17% | 8,283 | 1,297 | 18.6% | $24.87万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $162.62万 | 0.17% | 28,224 | 677 | 2.5% | $3.90万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $163.77万 | 0.17% | 29,430 | 884 | 3.1% | $4.92万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $164.06万 | 0.17% | 73,602 | -367 | -0.5% | -$8,180 | 减仓 |
| SPAB | SPDR SERIES TRUST | $165.67万 | 0.17% | 64,918 | 2,067 | 3.3% | $5.27万 | 加仓 |
| ARKK | ARK ETF TR | $166.85万 | 0.18% | 20,645 | -2,455 | -10.6% | -$19.84万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $166.91万 | 0.18% | 28,903 | 9 | 0.0% | $520 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $167.68万 | 0.18% | 35,526 | 2,654 | 8.1% | $12.53万 | 加仓 |
| MUB | ISHARES TR | $170.22万 | 0.18% | 15,817 | -1,878 | -10.6% | -$20.21万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $171.42万 | 0.18% | 45,157 | 4,200 | 10.3% | $15.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $172.23万 | 0.18% | 3,442 | 157 | 4.8% | $7.86万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $172.58万 | 0.18% | 40,033 | 1,895 | 5.0% | $8.17万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $173.16万 | 0.18% | 6,270 | -13,844 | -68.8% | -$382.33万 | 减仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $173.32万 | 0.18% | 45,170 | 3,071 | 7.3% | $11.78万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $174.62万 | 0.18% | 56,603 | 56,603 | — | $174.62万 | 新建仓 |
| KO | COCA COLA CO | $179.70万 | 0.19% | 22,090 | 1,826 | 9.0% | $14.85万 | 加仓 |
| MRK | MERCK & CO INC | $181.50万 | 0.19% | 14,125 | -1,154 | -7.6% | -$14.83万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $182.23万 | 0.19% | 36,337 | 10,534 | 40.8% | $52.83万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $185.20万 | 0.20% | 22,602 | 22,602 | — | $185.20万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $185.48万 | 0.20% | 8,491 | -117 | -1.4% | -$2.56万 | 减仓 |
| CSCO | CISCO SYS INC | $185.71万 | 0.20% | 15,811 | -264 | -1.6% | -$3.10万 | 减仓 |
| LLY | ELI LILLY & CO | $187.23万 | 0.20% | 1,561 | 231 | 17.4% | $27.71万 | 加仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $191.48万 | 0.20% | 42,933 | 7,063 | 19.7% | $31.50万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $195.66万 | 0.21% | 43,011 | 9,453 | 28.2% | $43.00万 | 加仓 |
| INTC | INTEL CORP | $195.83万 | 0.21% | 14,025 | 1,738 | 14.1% | $24.27万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $195.93万 | 0.21% | 40,818 | -2,081 | -4.9% | -$9.99万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $196.46万 | 0.21% | 56,439 | 10,278 | 22.3% | $35.78万 | 加仓 |
| IWD | ISHARES TR | $201.07万 | 0.21% | 8,294 | 673 | 8.8% | $16.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $201.84万 | 0.21% | 12,177 | -243 | -2.0% | -$4.03万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $202.66万 | 0.21% | 36,093 | -2,272 | -5.9% | -$12.76万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $203.89万 | 0.22% | 40,251 | -722 | -1.8% | -$3.66万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $206.50万 | 0.22% | 88,096 | 8,726 | 11.0% | $20.45万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $208.09万 | 0.22% | 41,312 | 2,149 | 5.5% | $10.82万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $208.31万 | 0.22% | 78,609 | 2,976 | 3.9% | $7.89万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $209.56万 | 0.22% | 113,090 | 926 | 0.8% | $1.72万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $210.77万 | 0.22% | 7,495 | 1,495 | 24.9% | $42.04万 | 加仓 |
| PFE | PFIZER INC | $214.46万 | 0.23% | 89,061 | -1,167 | -1.3% | -$2.81万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $216.75万 | 0.23% | 23,764 | 23,764 | — | $216.75万 | 新建仓 |
| IWP | ISHARES TR | $225.57万 | 0.24% | 15,407 | 1,020 | 7.1% | $14.93万 | 加仓 |
| CAT | CATERPILLAR INC | $228.53万 | 0.24% | 2,146 | 80 | 3.9% | $8.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $228.76万 | 0.24% | 9,007 | 209 | 2.4% | $5.31万 | 加仓 |
| AMAT | APPLIED MATLS INC | $236.28万 | 0.25% | 3,268 | 290 | 9.7% | $20.97万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $241.27万 | 0.25% | 44,663 | 44,663 | — | $241.27万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $242.12万 | 0.26% | 2,588 | -85 | -3.2% | -$7.95万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $243.88万 | 0.26% | 40,857 | 1,120 | 2.8% | $6.69万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $244.22万 | 0.26% | 70,769 | 1,971 | 2.9% | $6.80万 | 加仓 |
| IEF | ISHARES TR | $249.37万 | 0.26% | 26,369 | 1,087 | 4.3% | $10.28万 | 加仓 |
| SMDV | PROSHARES TR | $249.78万 | 0.26% | 32,426 | 110 | 0.3% | $8,473 | 加仓 |
| IEFA | ISHARES TR | $251.46万 | 0.27% | 26,037 | 71 | 0.3% | $6,857 | 加仓 |
| SHOP | SHOPIFY INC | $252.77万 | 0.27% | 22,138 | 676 | 3.1% | $7.72万 | 加仓 |
| MO | ALTRIA GROUP INC | $253.59万 | 0.27% | 35,245 | -192 | -0.5% | -$1.38万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $254.41万 | 0.27% | 28,949 | 9,718 | 50.5% | $85.40万 | 加仓 |
| IMCG | ISHARES TR | $254.61万 | 0.27% | 25,901 | 851 | 3.4% | $8.37万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $255.35万 | 0.27% | 69,464 | -15 | -0.0% | -$551 | 减仓 |
| SUB | ISHARES TR | $259.41万 | 0.27% | 24,365 | 5,683 | 30.4% | $60.51万 | 加仓 |
| IREN | IREN LIMITED | $263.41万 | 0.28% | 57,602 | 17,413 | 43.3% | $79.63万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $266.96万 | 0.28% | 264,846 | -5,206 | -1.9% | -$5.25万 | 减仓 |
| AVGO | BROADCOM INC | $271.45万 | 0.29% | 7,186 | 1,862 | 35.0% | $70.34万 | 加仓 |
| GOOG | ALPHABET INC | $271.90万 | 0.29% | 7,695 | 69 | 0.9% | $2.44万 | 加仓 |
| IWM | ISHARES TR | $275.97万 | 0.29% | 9,185 | 832 | 10.0% | $25.00万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $275.98万 | 0.29% | 105,415 | 5,223 | 5.2% | $13.67万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $277.75万 | 0.29% | 15,353 | 248 | 1.6% | $4.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $286.90万 | 0.30% | 3,841 | 56 | 1.5% | $4.18万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $289.88万 | 0.31% | 176,974 | 3,257 | 1.9% | $5.33万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $292.48万 | 0.31% | 60,393 | 4,219 | 7.5% | $20.43万 | 加仓 |
| IDEV | ISHARES TR | $296.72万 | 0.31% | 33,336 | 5,642 | 20.4% | $50.22万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $297.43万 | 0.31% | 70,247 | 2,686 | 4.0% | $11.37万 | 加仓 |