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 |
|---|---|---|---|---|---|---|---|---|
| JMEE | J P MORGAN EXCHANGE TRADED F | $90.98万 | 0.11% | 13,625 | 209 | 1.6% | $1.40万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $90.87万 | 0.11% | 19,370 | 4,945 | 34.3% | $23.20万 | 加仓 |
| VGT | VANGUARD WORLD FD | $90.16万 | 0.11% | 1,292 | 114 | 9.7% | $7.96万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $89.73万 | 0.11% | 101,046 | -4,266 | -4.1% | -$3.79万 | 减仓 |
| QUAL | ISHARES TR | $89.41万 | 0.11% | 4,661 | -12,020 | -72.1% | -$230.57万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $88.77万 | 0.11% | 5,144 | 660 | 14.7% | $11.39万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $87.33万 | 0.11% | 2,142 | 124 | 6.1% | $5.06万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $86.97万 | 0.11% | 3,214 | -330 | -9.3% | -$8.93万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $86.58万 | 0.11% | 7,723 | -572 | -6.9% | -$6.41万 | 减仓 |
| HYD | VANECK ETF TRUST | $86.32万 | 0.11% | 17,215 | 8,308 | 93.3% | $41.66万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $85.95万 | 0.11% | 10,040 | -372 | -3.6% | -$3.18万 | 减仓 |
| EMB | ISHARES TR | $85.76万 | 0.11% | 9,130 | 434 | 5.0% | $4.08万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $85.13万 | 0.10% | 23,382 | 2,094 | 9.8% | $7.62万 | 加仓 |
| FDX | FEDEX CORP | $83.89万 | 0.10% | 2,355 | -391 | -14.2% | -$13.93万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $83.78万 | 0.10% | 1,228 | 129 | 11.7% | $8.80万 | 加仓 |
| PEP | PEPSICO INC | $83.08万 | 0.10% | 5,350 | 839 | 18.6% | $13.03万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $78.68万 | 0.10% | 15,816 | -2,261 | -12.5% | -$11.25万 | 减仓 |
| USMV | ISHARES TR | $78.51万 | 0.10% | 8,466 | 1,065 | 14.4% | $9.88万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $78.22万 | 0.10% | 14,338 | 1,172 | 8.9% | $6.39万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $76.98万 | 0.09% | 4,178 | -68 | -1.6% | -$1.25万 | 减仓 |
| — | WISDOMTREE TR | $76.83万 | 0.09% | 23,205 | 2,220 | 10.6% | $7.35万 | 加仓 |
| SHV | ISHARES TR | $75.40万 | 0.09% | 6,830 | 6,830 | — | $75.40万 | 新建仓 |
| NTSX | WISDOMTREE TR | $75.37万 | 0.09% | 14,453 | 2,038 | 16.4% | $10.63万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $74.70万 | 0.09% | 1,495 | -38 | -2.5% | -$1.90万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $74.31万 | 0.09% | 5,018 | 1,313 | 35.4% | $19.44万 | 加仓 |
| USMF | WISDOMTREE TR | $74.12万 | 0.09% | 15,009 | -11,939 | -44.3% | -$58.96万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $73.79万 | 0.09% | 11,772 | 1,641 | 16.2% | $10.29万 | 加仓 |
| TOTR | T ROWE PRICE ETF INC | $73.51万 | 0.09% | 18,251 | -12,115 | -39.9% | -$48.80万 | 减仓 |
| MBB | ISHARES TR | $72.03万 | 0.09% | 7,586 | 760 | 11.1% | $7.22万 | 加仓 |
| ROKU | ROKU INC | $71.44万 | 0.09% | 7,550 | 75 | 1.0% | $7,096 | 加仓 |
| SPTL | SPDR SERIES TRUST | $70.79万 | 0.09% | 26,916 | -1,100 | -3.9% | -$2.89万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $70.31万 | 0.09% | 3,255 | 167 | 5.4% | $3.61万 | 加仓 |
| MOAT | VANECK ETF TRUST | $68.75万 | 0.08% | 7,110 | -330 | -4.4% | -$3.19万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $68.53万 | 0.08% | 7,379 | 525 | 7.7% | $4.88万 | 加仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $68.53万 | 0.08% | 21,023 | 1,992 | 10.5% | $6.49万 | 加仓 |
| MTUM | ISHARES TR | $65.63万 | 0.08% | 2,735 | 68 | 2.5% | $1.63万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $65.29万 | 0.08% | 3,739 | -14 | -0.4% | -$2,445 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $65.10万 | 0.08% | 3,303 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $64.50万 | 0.08% | 3,126 | -211 | -6.3% | -$4.35万 | 减仓 |
| LOW | LOWES COS INC | $63.84万 | 0.08% | 2,702 | -380 | -12.3% | -$8.98万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $63.53万 | 0.08% | 3,406 | 18 | 0.5% | $3,358 | 加仓 |
| ACWV | ISHARES INC | $63.47万 | 0.08% | 5,311 | 110 | 2.1% | $1.31万 | 加仓 |
| ORCL | ORACLE CORP | $63.35万 | 0.08% | 4,307 | -1,567 | -26.7% | -$23.05万 | 减仓 |
| DIS | DISNEY WALT CO | $63.32万 | 0.08% | 6,570 | -82 | -1.2% | -$7,903 | 减仓 |
| MGK | VANGUARD WORLD FD | $63.05万 | 0.08% | 1,716 | -106 | -5.8% | -$3.89万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $62.85万 | 0.08% | 13,704 | 1,539 | 12.7% | $7.06万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $62.68万 | 0.08% | 4,143 | 1,210 | 41.3% | $18.30万 | 加仓 |
| BX | BLACKSTONE INC | $62.09万 | 0.08% | 5,400 | 2,080 | 62.7% | $23.92万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $60.66万 | 0.07% | 4,630 | -190 | -3.9% | -$2.49万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $60.15万 | 0.07% | 1,990 | 195 | 10.9% | $5.89万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $59.30万 | 0.07% | 17,997 | 3,281 | 22.3% | $10.81万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $59.23万 | 0.07% | 1,600 | 1,600 | — | $59.23万 | 新建仓 |
| TMSL | T ROWE PRICE ETF INC | $58.23万 | 0.07% | 15,879 | 4,837 | 43.8% | $17.74万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $58.14万 | 0.07% | 3,578 | 285 | 8.7% | $4.63万 | 加仓 |
| USIG | ISHARES TR | $57.42万 | 0.07% | 11,208 | 519 | 4.9% | $2.66万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $57.16万 | 0.07% | 13,112 | -3,619 | -21.6% | -$15.78万 | 减仓 |
| TECB | ISHARES TR | $56.73万 | 0.07% | 10,226 | 1,157 | 12.8% | $6.42万 | 加仓 |
| JNK | SPDR SERIES TRUST | $56.35万 | 0.07% | 5,887 | 358 | 6.5% | $3.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $56.13万 | 0.07% | 2,627 | 649 | 32.8% | $13.87万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $56.00万 | 0.07% | 2,604 | -136 | -5.0% | -$2.92万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $55.78万 | 0.07% | 4,854 | -41 | -0.8% | -$4,711 | 减仓 |
| WINN | HARBOR ETF TRUST | $55.70万 | 0.07% | 20,088 | 2,234 | 12.5% | $6.19万 | 加仓 |
| VNOM | VIPER ENERGY INC | $55.41万 | 0.07% | 11,792 | 199 | 1.7% | $9,351 | 加仓 |
| — | ADVISORSHARES TR | $55.22万 | 0.07% | 8,527 | -11,461 | -57.3% | -$74.22万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $54.96万 | 0.07% | 5,868 | 662 | 12.7% | $6.20万 | 加仓 |
| IWO | ISHARES TR | $54.32万 | 0.07% | 1,731 | 129 | 8.1% | $4.05万 | 加仓 |
| — | ISHARES ETHEREUM TR | $54.24万 | 0.07% | 34,266 | -12,450 | -26.7% | -$19.71万 | 减仓 |
| INTC | INTEL CORP | $54.22万 | 0.07% | 12,287 | 78 | 0.6% | $3,442 | 加仓 |
| PAAA | PGIM ETF TR | $53.91万 | 0.07% | 10,534 | 10,534 | — | $53.91万 | 新建仓 |
| D | DOMINION ENERGY INC | $53.90万 | 0.07% | 8,719 | 153 | 1.8% | $9,459 | 加仓 |
| AMGN | AMGEN INC | $53.23万 | 0.07% | 1,513 | -19 | -1.2% | -$6,684 | 减仓 |
| VDE | VANGUARD WORLD FD | $53.18万 | 0.07% | 3,073 | -58 | -1.9% | -$1.00万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $53.01万 | 0.07% | 17,600 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $52.72万 | 0.06% | 14,668 | -188 | -1.3% | -$6,757 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $52.67万 | 0.06% | 31,364 | 31,364 | — | $52.67万 | 新建仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $52.58万 | 0.06% | 8,093 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $52.54万 | 0.06% | 7,999 | 1,324 | 19.8% | $8.70万 | 加仓 |
| VB | VANGUARD INDEX FDS | $52.41万 | 0.06% | 2,001 | -30 | -1.5% | -$7,858 | 减仓 |
| EMLC | VANECK ETF TRUST | $52.20万 | 0.06% | 20,788 | 3,234 | 18.4% | $8.12万 | 加仓 |
| — | COTERRA ENERGY INC | $52.17万 | 0.06% | 14,847 | 14,847 | — | $52.17万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $52.07万 | 0.06% | 2,500 | -9,400 | -79.0% | -$195.77万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.32万 | 0.06% | 1,044 | -57 | -5.2% | -$2.80万 | 减仓 |
| CPRT | COPART INC | $51.19万 | 0.06% | 15,420 | -5,434 | -26.1% | -$18.04万 | 减仓 |
| BCI | ABRDN ETFS | $50.68万 | 0.06% | 20,863 | 4,645 | 28.6% | $11.28万 | 加仓 |
| — | WISDOMTREE TR | $50.53万 | 0.06% | 15,255 | -683 | -4.3% | -$2.26万 | 减仓 |
| CRM | SALESFORCE INC | $50.34万 | 0.06% | 2,697 | 161 | 6.3% | $3.01万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $50.34万 | 0.06% | 3,434 | 145 | 4.4% | $2.13万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $50.28万 | 0.06% | 9,530 | 14 | 0.1% | $739 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $49.98万 | 0.06% | 1,770 | 1,770 | — | $49.98万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $49.77万 | 0.06% | 21,007 | 7,200 | 52.1% | $17.06万 | 加仓 |
| CTAS | CINTAS CORP | $49.22万 | 0.06% | 2,910 | -89 | -3.0% | -$1.51万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $49.07万 | 0.06% | 29,541 | -8,648 | -22.6% | -$14.36万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $48.71万 | 0.06% | 4,394 | -354 | -7.5% | -$3.92万 | 减仓 |
| IUSG | ISHARES TR | $48.18万 | 0.06% | 3,106 | -7 | -0.2% | -$1,086 | 减仓 |
| GEV | GE VERNOVA INC | $48.08万 | 0.06% | 551 | 90 | 19.5% | $7.85万 | 加仓 |
| INTU | INTUIT | $48.05万 | 0.06% | 1,111 | 661 | 146.9% | $28.59万 | 加仓 |
| QLD | PROSHARES TR | $47.98万 | 0.06% | 7,866 | -3,696 | -32.0% | -$22.55万 | 减仓 |
| CHE | CHEMED CORP NEW | $47.97万 | 0.06% | 1,270 | 131 | 11.5% | $4.95万 | 加仓 |
| TWLO | TWILIO INC | $47.86万 | 0.06% | 3,804 | 16 | 0.4% | $2,013 | 加仓 |
| HYMB | SPDR SERIES TRUST | $47.67万 | 0.06% | 19,222 | 33 | 0.2% | $818 | 加仓 |