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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $215.05万 | 0.27% | 8,798 | 120 | 1.4% | $2.93万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $214.78万 | 0.26% | 39,737 | 554 | 1.4% | $2.99万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $208.70万 | 0.26% | 20,114 | 2,714 | 15.6% | $28.16万 | 加仓 |
| IWM | ISHARES TR | $207.15万 | 0.26% | 8,353 | 1,067 | 14.6% | $26.46万 | 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 |
| VTI | VANGUARD INDEX FDS | $202.42万 | 0.25% | 6,310 | 191 | 3.1% | $6.13万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $202.12万 | 0.25% | 112,164 | 6,563 | 6.2% | $11.83万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $201.26万 | 0.25% | 75,633 | 9,084 | 13.7% | $24.17万 | 加仓 |
| MPC | MARATHON PETE CORP | $199.75万 | 0.25% | 8,180 | -189 | -2.3% | -$4.62万 | 减仓 |
| SUB | ISHARES TR | $198.96万 | 0.25% | 18,682 | 8,087 | 76.3% | $86.13万 | 加仓 |
| IMCG | ISHARES TR | $197.32万 | 0.24% | 25,050 | 2,938 | 13.3% | $23.14万 | 加仓 |
| MUB | ISHARES TR | $187.83万 | 0.23% | 17,695 | 2,665 | 17.7% | $28.29万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $185.09万 | 0.23% | 79,370 | -1,624 | -2.0% | -$3.79万 | 减仓 |
| IWP | ISHARES TR | $184.33万 | 0.23% | 14,387 | 2,400 | 20.0% | $30.75万 | 加仓 |
| MRK | MERCK & CO INC | $183.82万 | 0.23% | 15,279 | 437 | 2.9% | $5.26万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $183.15万 | 0.23% | 5,421 | -54 | -1.0% | -$1.82万 | 减仓 |
| SGOV | ISHARES TR | $179.00万 | 0.22% | 17,783 | -2,473 | -12.2% | -$24.89万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $178.29万 | 0.22% | 42,899 | 1,739 | 4.2% | $7.23万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $174.75万 | 0.22% | 38,365 | 1,716 | 4.7% | $7.82万 | 加仓 |
| PGR | PROGRESSIVE CORP | $170.65万 | 0.21% | 8,608 | 2,018 | 30.6% | $40.00万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $167.07万 | 0.21% | 27,547 | 554 | 2.1% | $3.36万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $165.25万 | 0.20% | 73,969 | 13,968 | 23.3% | $31.20万 | 加仓 |
| AVGO | BROADCOM INC | $164.77万 | 0.20% | 5,324 | -536 | -9.1% | -$16.59万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $163.77万 | 0.20% | 40,131 | -945 | -2.3% | -$3.86万 | 减仓 |
| IWD | ISHARES TR | $162.83万 | 0.20% | 7,621 | 1,314 | 20.8% | $28.08万 | 加仓 |
| LDUR | PIMCO ETF TR | $162.36万 | 0.20% | 16,944 | 16,944 | — | $162.36万 | 新建仓 |
| MCD | MCDONALDS CORP | $161.05万 | 0.20% | 5,182 | -1 | -0.0% | -$311 | 减仓 |
| SPAB | SPDR SERIES TRUST | $161.02万 | 0.20% | 62,851 | 10,256 | 19.5% | $26.28万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $160.80万 | 0.20% | 39,163 | 39,163 | — | $160.80万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $157.42万 | 0.19% | 3,285 | 212 | 6.9% | $10.16万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $157.40万 | 0.19% | 33,632 | 33,632 | — | $157.40万 | 新建仓 |
| ARKK | ARK ETF TR | $156.13万 | 0.19% | 23,100 | 3,409 | 17.3% | $23.04万 | 加仓 |
| KO | COCA COLA CO | $154.28万 | 0.19% | 20,264 | 136 | 0.7% | $1.04万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $153.09万 | 0.19% | 33,558 | 2,002 | 6.3% | $9.13万 | 加仓 |
| BIL | SPDR SERIES TRUST | $151.91万 | 0.19% | 16,577 | 12,172 | 276.3% | $111.54万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $148.22万 | 0.18% | 61,071 | -6,747 | -9.9% | -$16.38万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $147.20万 | 0.18% | 19,231 | -443 | -2.3% | -$3.39万 | 减仓 |
| CAT | CATERPILLAR INC | $146.37万 | 0.18% | 2,066 | 357 | 20.9% | $25.29万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.44万 | 0.18% | 6,000 | -854 | -12.5% | -$20.70万 | 减仓 |
| TOUS | T ROWE PRICE ETF INC | $145.41万 | 0.18% | 42,099 | 5,661 | 15.5% | $19.55万 | 加仓 |
| NEM | NEWMONT CORP | $144.83万 | 0.18% | 13,379 | -564 | -4.0% | -$6.11万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $143.66万 | 0.18% | 37,392 | 14,663 | 64.5% | $56.34万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $142.16万 | 0.18% | 28,894 | -1,597 | -5.2% | -$7.86万 | 减仓 |
| BAC | BANK AMERICA CORP | $141.74万 | 0.17% | 29,076 | -62 | -0.2% | -$3,022 | 减仓 |
| ADME | ETF SER SOLUTIONS | $141.10万 | 0.17% | 28,546 | 2,020 | 7.6% | $9.98万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $140.93万 | 0.17% | 40,957 | 625 | 1.5% | $2.15万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $140.79万 | 0.17% | 46,161 | -491 | -1.1% | -$1.50万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $138.14万 | 0.17% | 38,138 | 6,436 | 20.3% | $23.31万 | 加仓 |
| IREN | IREN LIMITED | $137.77万 | 0.17% | 40,189 | 40,189 | — | $137.77万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $136.69万 | 0.17% | 55,227 | 13,241 | 31.5% | $32.77万 | 加仓 |
| T | AT&T INC | $132.54万 | 0.16% | 45,720 | 591 | 1.3% | $1.71万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $132.11万 | 0.16% | 32,872 | 25 | 0.1% | $1,005 | 加仓 |
| BOXX | EA SERIES TRUST | $130.62万 | 0.16% | 11,232 | 260 | 2.4% | $3.02万 | 加仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $130.43万 | 0.16% | 48,470 | 48,470 | — | $130.43万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $130.24万 | 0.16% | 1,540 | -34 | -2.2% | -$2.88万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $129.32万 | 0.16% | 25,803 | 25,803 | — | $129.32万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $127.03万 | 0.16% | 5,847 | 177 | 3.1% | $3.85万 | 加仓 |
| IHDG | WISDOMTREE TR | $127.01万 | 0.16% | 26,378 | -74 | -0.3% | -$3,563 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $125.26万 | 0.15% | 30,967 | 30,967 | — | $125.26万 | 新建仓 |
| ABBV | ABBVIE INC | $125.06万 | 0.15% | 5,750 | 53 | 0.9% | $1.15万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $124.94万 | 0.15% | 59,072 | 2,786 | 4.9% | $5.89万 | 加仓 |
| CSCO | CISCO SYS INC | $124.73万 | 0.15% | 16,075 | 379 | 2.4% | $2.94万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $124.56万 | 0.15% | 6,298 | 79 | 1.3% | $1.56万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $124.38万 | 0.15% | 2,698 | 48 | 1.8% | $2.21万 | 加仓 |
| LLY | ELI LILLY & CO | $122.31万 | 0.15% | 1,330 | -157 | -10.6% | -$14.44万 | 减仓 |
| TLT | ISHARES TR | $122.17万 | 0.15% | 14,093 | 32 | 0.2% | $2,774 | 加仓 |
| HD | HOME DEPOT INC | $119.80万 | 0.15% | 3,643 | 127 | 3.6% | $4.18万 | 加仓 |
| CRWV | COREWEAVE INC | $118.58万 | 0.15% | 15,307 | 10,739 | 235.1% | $83.20万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $116.91万 | 0.14% | 22,933 | -3,584 | -13.5% | -$18.27万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $114.27万 | 0.14% | 6,986 | 697 | 11.1% | $11.40万 | 加仓 |
| GLD | SPDR GOLD TR | $114.07万 | 0.14% | 2,651 | -1,298 | -32.9% | -$55.85万 | 减仓 |
| IWF | ISHARES TR | $112.27万 | 0.14% | 2,633 | 295 | 12.6% | $12.58万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $112.04万 | 0.14% | 1,854 | 62 | 3.5% | $3.75万 | 加仓 |
| CLIP | GLOBAL X FDS | $110.94万 | 0.14% | 11,054 | 2,598 | 30.7% | $26.07万 | 加仓 |
| — | GLADSTONE INVT CORP | $110.21万 | 0.14% | 77,612 | 6,860 | 9.7% | $9.74万 | 加仓 |
| PWR | QUANTA SVCS INC | $109.47万 | 0.13% | 1,994 | -201 | -9.2% | -$11.04万 | 减仓 |
| SO | SOUTHERN CO | $109.15万 | 0.13% | 11,308 | -2 | -0.0% | -$193 | 减仓 |
| TTEQ | T ROWE PRICE ETF INC | $108.53万 | 0.13% | 35,870 | 11,870 | 49.5% | $35.91万 | 加仓 |
| IGIB | ISHARES TR | $106.71万 | 0.13% | 20,051 | -402 | -2.0% | -$2.14万 | 减仓 |
| SHLD | GLOBAL X FDS | $106.23万 | 0.13% | 14,996 | 1,131 | 8.2% | $8.01万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $104.27万 | 0.13% | 6,627 | -67 | -1.0% | -$1.05万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $103.97万 | 0.13% | 31,008 | -500 | -1.6% | -$1.68万 | 减仓 |
| HYG | ISHARES TR | $103.88万 | 0.13% | 13,056 | 633 | 5.1% | $5.04万 | 加仓 |
| — | WISDOMTREE TR | $102.62万 | 0.13% | 23,613 | 2 | 0.0% | $87 | 加仓 |
| NFLX | NETFLIX INC. | $102.52万 | 0.13% | 10,662 | 171 | 1.6% | $1.64万 | 加仓 |
| AMAT | APPLIED MATLS INC | $101.80万 | 0.13% | 2,978 | 147 | 5.2% | $5.02万 | 加仓 |
| IJH | ISHARES TR | $101.74万 | 0.13% | 15,066 | 5,251 | 53.5% | $35.46万 | 加仓 |
| ICVT | ISHARES TR | $101.14万 | 0.12% | 9,936 | 943 | 10.5% | $9.60万 | 加仓 |
| RTX | RTX CORPORATION | $100.68万 | 0.12% | 5,219 | -293 | -5.3% | -$5.65万 | 减仓 |
| QGRW | WISDOMTREE TR | $98.71万 | 0.12% | 18,475 | 5,075 | 37.9% | $27.12万 | 加仓 |
| PHYL | PGIM ETF TR | $98.26万 | 0.12% | 28,373 | 2,198 | 8.4% | $7.61万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $97.14万 | 0.12% | 68,993 | 9,513 | 16.0% | $13.39万 | 加仓 |
| NLR | VANECK ETF TRUST | $96.88万 | 0.12% | 7,274 | 311 | 4.5% | $4.14万 | 加仓 |
| MMM | 3M CO | $96.81万 | 0.12% | 6,666 | -99 | -1.5% | -$1.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.32万 | 0.12% | 2,850 | 710 | 33.2% | $23.99万 | 加仓 |
| NOW | SERVICENOW INC | $93.78万 | 0.12% | 8,970 | 6,124 | 215.2% | $64.03万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $92.54万 | 0.11% | 15,867 | 50 | 0.3% | $2,916 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $91.81万 | 0.11% | 7,159 | 7 | 0.1% | $898 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $91.50万 | 0.11% | 73,793 | -315 | -0.4% | -$3,906 | 减仓 |
| GE | GE AEROSPACE | $91.48万 | 0.11% | 3,223 | 108 | 3.5% | $3.07万 | 加仓 |