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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -40,382 | -100.0% | -$685.12万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -16,944 | -100.0% | -$162.36万 | 清仓 |
| AVSF | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -33,632 | -100.0% | -$157.40万 | 清仓 |
| — | MANAGED PORTFOLIO SERIES | $0 | 0.00% | 0 | -30,967 | -100.0% | -$125.26万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -2,355 | -100.0% | -$83.89万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -7,550 | -100.0% | -$71.44万 | 清仓 |
| XTEN | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -13,704 | -100.0% | -$62.85万 | 清仓 |
| WINN | HARBOR ETF TRUST | $0 | 0.00% | 0 | -20,088 | -100.0% | -$55.70万 | 清仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -5,868 | -100.0% | -$54.96万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -14,847 | -100.0% | -$52.17万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,770 | -100.0% | -$49.98万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,021 | -100.0% | -$45.67万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,384 | -100.0% | -$39.11万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -14,122 | -100.0% | -$36.01万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -1,782 | -100.0% | -$34.81万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -2,629 | -100.0% | -$34.43万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -6,329 | -100.0% | -$34.10万 | 清仓 |
| — | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -20,133 | -100.0% | -$31.47万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -4,807 | -100.0% | -$31.06万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -9,060 | -100.0% | -$29.66万 | 清仓 |
| — | EXCHANGE LISTED FDS TR | $0 | 0.00% | 0 | -6,265 | -100.0% | -$29.54万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -2,253 | -100.0% | -$28.12万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -4,214 | -100.0% | -$28.01万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,481 | -100.0% | -$27.02万 | 清仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $0 | 0.00% | 0 | -15,674 | -100.0% | -$26.76万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,970 | -100.0% | -$25.76万 | 清仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -3,649 | -100.0% | -$25.67万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,661 | -100.0% | -$24.42万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -972 | -100.0% | -$23.63万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,127 | -100.0% | -$22.23万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,559 | -100.0% | -$21.73万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -441 | -100.0% | -$20.87万 | 清仓 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -2,623 | -100.0% | -$20.57万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -15,840 | -100.0% | -$12.93万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -13,252 | -100.0% | -$11.20万 | 清仓 |
| CELH | CELSIUS HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$2.84万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -12,400 | -100.0% | -$2.42万 | 清仓 |
| ACHR | ARCHER AVIATION INC 看涨期权 | $0 | 0.00% | 0 | -4,500 | -100.0% | -$2.33万 | 清仓 |
| CRWV | COREWEAVE INC 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$2.32万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -12,100 | -100.0% | -$2.14万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$2.08万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$1,842 | 清仓 |
| BMNR | BITMINE IMMERSION TECHS INC 看涨期权 | $2,662 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $1.08万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $2.75万 | 0.00% | 16,992 | 16,992 | — | $2.75万 | 新建仓 |
| — | ASCENT SOLAR TECHNOLOGIES IN | $5.00万 | 0.01% | 10,000 | -25,000 | -71.4% | -$12.50万 | 减仓 |
| PLUG | PLUG PWR INC 看涨期权 | $5.42万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP 看涨期权 | $5.86万 | 0.01% | 400 | 400 | — | $5.86万 | 新建仓 |
| MSTR | STRATEGY INC 看涨期权 | $8.69万 | 0.01% | 1,000 | 1,000 | — | $8.69万 | 新建仓 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $11.70万 | 0.01% | 800 | 300 | 60.0% | $4.39万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $13.21万 | 0.01% | 10,317 | 10,317 | — | $13.21万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $14.16万 | 0.01% | 11,906 | -22,360 | -65.3% | -$26.59万 | 减仓 |
| PLUG | PLUG PWR INC | $14.46万 | 0.02% | 53,350 | -11 | -0.0% | -$30 | 减仓 |
| — | CION INVT CORP | $15.01万 | 0.02% | 24,085 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $15.36万 | 0.02% | 1,600 | 1,600 | — | $15.36万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $15.39万 | 0.02% | 12,160 | 1,910 | 18.6% | $2.42万 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $15.58万 | 0.02% | 26,590 | 228 | 0.9% | $1,336 | 加仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $16.46万 | 0.02% | 3,100 | 3,100 | — | $16.46万 | 新建仓 |
| NOW | SERVICENOW INC 看涨期权 | $16.88万 | 0.02% | 1,700 | 1,700 | — | $16.88万 | 新建仓 |
| INTU | INTUIT 看涨期权 | $18.27万 | 0.02% | 700 | 700 | — | $18.27万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $18.62万 | 0.02% | 10,384 | 248 | 2.4% | $4,447 | 加仓 |
| — | VIRTRA INC | $18.75万 | 0.02% | 59,715 | -1,945 | -3.2% | -$6,107 | 减仓 |
| SDGR | SCHRODINGER INC | $19.95万 | 0.02% | 12,274 | -1,344 | -9.9% | -$2.18万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $20.28万 | 0.02% | 1,753 | 1,753 | — | $20.28万 | 新建仓 |
| DG | DOLLAR GEN CORP | $20.31万 | 0.02% | 1,764 | -405 | -18.7% | -$4.66万 | 减仓 |
| IBND | SPDR SERIES TRUST | $20.38万 | 0.02% | 6,535 | 6,535 | — | $20.38万 | 新建仓 |
| IYK | ISHARES TR | $20.38万 | 0.02% | 2,805 | 2,805 | — | $20.38万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $20.43万 | 0.02% | 2,119 | -275 | -11.5% | -$2.65万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $20.48万 | 0.02% | 692 | 91 | 15.1% | $2.69万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $20.64万 | 0.02% | 1,213 | 1,213 | — | $20.64万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $20.64万 | 0.02% | 1,263 | -231 | -15.5% | -$3.78万 | 重新持有 |
| IJK | ISHARES TR | $20.69万 | 0.02% | 1,761 | 1,761 | — | $20.69万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $20.70万 | 0.02% | 508 | 56 | 12.4% | $2.28万 | 重新持有 |
| KR | KROGER CO | $20.70万 | 0.02% | 3,728 | 487 | 15.0% | $2.70万 | 加仓 |
| TMUS | T-MOBILE US INC | $20.85万 | 0.02% | 1,243 | 172 | 16.1% | $2.88万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $20.88万 | 0.02% | 5,165 | 5,165 | — | $20.88万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $20.90万 | 0.02% | 335 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $21.14万 | 0.02% | 2,470 | -664 | -21.2% | -$5.68万 | 重新持有 |
| IWL | ISHARES TR | $21.20万 | 0.02% | 1,146 | 1,146 | — | $21.20万 | 新建仓 |
| SANM | SANMINA CORP | $21.28万 | 0.02% | 841 | 841 | — | $21.28万 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $21.32万 | 0.02% | 2,048 | 2,048 | — | $21.32万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $21.36万 | 0.02% | 3,053 | -11 | -0.4% | -$770 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $21.49万 | 0.02% | 2,188 | 24 | 1.1% | $2,357 | 加仓 |
| SYY | SYSCO CORP | $21.54万 | 0.02% | 2,577 | 2,577 | — | $21.54万 | 新建仓 |
| COWZ | PACER FDS TR | $21.60万 | 0.02% | 3,472 | -95 | -2.7% | -$5,910 | 减仓 |
| EWJ | ISHARES INC | $21.72万 | 0.02% | 2,328 | 2,328 | — | $21.72万 | 新建仓 |
| ZTS | ZOETIS INC | $21.78万 | 0.02% | 3,030 | -33 | -1.1% | -$2,372 | 减仓 |
| MAIN | MAIN STR CAP CORP | $21.79万 | 0.02% | 4,201 | 1 | 0.0% | $52 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $21.86万 | 0.02% | 590 | -34 | -5.4% | -$1.26万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $21.91万 | 0.02% | 3,179 | 145 | 4.8% | $9,995 | 加仓 |
| C | CITIGROUP INC | $21.93万 | 0.02% | 1,567 | 1,567 | — | $21.93万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $22.08万 | 0.02% | 4,325 | 4,325 | — | $22.08万 | 新建仓 |
| SOXX | ISHARES TR | $22.49万 | 0.02% | 351 | 351 | — | $22.49万 | 新建仓 |
| INTU | INTUIT | $22.55万 | 0.02% | 864 | -247 | -22.2% | -$6.45万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $22.56万 | 0.02% | 2,941 | 18 | 0.6% | $1,381 | 加仓 |
| IWN | ISHARES TR | $22.56万 | 0.02% | 1,020 | 1,020 | — | $22.56万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $22.61万 | 0.02% | 20,805 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $23.09万 | 0.02% | 1,902 | 1,902 | — | $23.09万 | 新建仓 |
| — | MANAGED PORTFOLIO SER | $23.32万 | 0.02% | 9,401 | 9,401 | — | $23.32万 | 新建仓 |
| SLV | ISHARES SILVER TR | $23.35万 | 0.02% | 4,367 | -2 | -0.0% | -$107 | 减仓 |