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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,880.62万 | 3.04% | 143,966 | -909 | -0.6% | -$18.19万 | 减仓 |
| AAPL | APPLE INC | $2,549.02万 | 2.69% | 88,092 | 296 | 0.3% | $8.57万 | 加仓 |
| STXF | EA SERIES TRUST | $1,889.92万 | 1.99% | 391,287 | 11,795 | 3.1% | $56.97万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $1,748.90万 | 1.85% | 379,043 | 14,540 | 4.0% | $67.09万 | 加仓 |
| AMZN | AMAZON COM INC | $1,714.69万 | 1.81% | 71,943 | -1,726 | -2.3% | -$41.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,600.80万 | 1.69% | 42,915 | 4,481 | 11.7% | $167.15万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,453.65万 | 1.53% | 179,331 | 5,264 | 3.0% | $42.67万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,356.15万 | 1.43% | 141,827 | 1,589 | 1.1% | $15.19万 | 加仓 |
| GOOGL | ALPHABET INC | $1,289.27万 | 1.36% | 36,077 | -998 | -2.7% | -$35.67万 | 减仓 |
| DLN | WISDOMTREE TR | $1,202.46万 | 1.27% | 124,840 | 2,811 | 2.3% | $27.08万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,198.29万 | 1.26% | 407,165 | -2,195 | -0.5% | -$6.46万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,162.86万 | 1.23% | 99,671 | 1,094 | 1.1% | $12.76万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $1,159.50万 | 1.22% | 274,828 | 13,239 | 5.1% | $55.86万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,122.16万 | 1.18% | 94,307 | 2,604 | 2.8% | $30.98万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $984.05万 | 1.04% | 200,703 | 1,137 | 0.6% | $5.57万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $889.48万 | 0.94% | 309,386 | 14,703 | 5.0% | $42.27万 | 加仓 |
| FRDM | EA SERIES TRUST | $823.42万 | 0.87% | 112,952 | 17,935 | 18.9% | $130.75万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $811.47万 | 0.86% | 13,969 | -5,577 | -28.5% | -$323.97万 | 减仓 |
| MSMR | ETF SER SOLUTIONS | $807.95万 | 0.85% | 229,792 | 11,261 | 5.2% | $39.59万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $806.62万 | 0.85% | 195,544 | 5,691 | 3.0% | $23.48万 | 加仓 |
| DON | WISDOMTREE TR | $802.58万 | 0.85% | 141,999 | 531 | 0.4% | $3.00万 | 加仓 |
| TSLA | TESLA INC | $801.45万 | 0.85% | 19,055 | 483 | 2.6% | $20.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $777.70万 | 0.82% | 23,759 | 753 | 3.3% | $24.65万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $769.01万 | 0.81% | 35,287 | 662 | 1.9% | $14.43万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $768.21万 | 0.81% | 71,461 | -510 | -0.7% | -$5.48万 | 减仓 |
| DGRS | WISDOMTREE TR | $757.97万 | 0.80% | 127,703 | 3,036 | 2.4% | $18.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $733.16万 | 0.77% | 10,675 | 151 | 1.4% | $10.37万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $712.05万 | 0.75% | 99,937 | 63 | 0.1% | $4,489 | 加仓 |
| FYLD | CAMBRIA ETF TR | $668.35万 | 0.71% | 183,160 | 9,167 | 5.3% | $33.45万 | 加仓 |
| META | META PLATFORMS INC | $667.03万 | 0.70% | 11,842 | 79 | 0.7% | $4.45万 | 加仓 |
| QGRW | WISDOMTREE TR | $630.74万 | 0.67% | 95,524 | 77,049 | 417.0% | $508.75万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $618.78万 | 0.65% | 78,241 | 4,969 | 6.8% | $39.30万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $618.25万 | 0.65% | 20,406 | 436 | 2.2% | $13.21万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $611.24万 | 0.65% | 5,295 | -126 | -2.3% | -$14.54万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $605.30万 | 0.64% | 99,573 | 7,396 | 8.0% | $44.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $602.27万 | 0.64% | 69,917 | 3,329 | 5.0% | $28.68万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $586.02万 | 0.62% | 226,741 | -7,394 | -3.2% | -$19.11万 | 减仓 |
| IEMG | ISHARES INC | $577.49万 | 0.61% | 69,711 | -2,810 | -3.9% | -$23.28万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $576.26万 | 0.61% | 166,454 | 2,203 | 1.3% | $7.63万 | 加仓 |
| WTV | WISDOMTREE TR | $551.32万 | 0.58% | 54,200 | 25,934 | 91.7% | $263.80万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $543.75万 | 0.57% | 191,597 | 18,879 | 10.9% | $53.58万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $536.03万 | 0.57% | 118,042 | 6,927 | 6.2% | $31.46万 | 加仓 |
| IJR | ISHARES TR | $514.26万 | 0.54% | 34,675 | 1,373 | 4.1% | $20.36万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $492.11万 | 0.52% | 133,472 | 2,155 | 1.6% | $7.95万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $476.91万 | 0.50% | 131,999 | -2,820 | -2.1% | -$10.19万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $473.19万 | 0.50% | 100,807 | 4,678 | 4.9% | $21.96万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $467.27万 | 0.49% | 138,512 | 3,960 | 2.9% | $13.36万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $466.96万 | 0.49% | 49,456 | 1,649 | 3.4% | $15.57万 | 加仓 |
| WMT | WALMART INC | $464.34万 | 0.49% | 40,998 | 1,347 | 3.4% | $15.26万 | 加仓 |
| AGG | ISHARES TR | $463.12万 | 0.49% | 46,789 | 674 | 1.5% | $6.67万 | 加仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $447.12万 | 0.47% | 354,015 | -4,842 | -1.3% | -$6.12万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $440.52万 | 0.46% | 60,008 | 7,411 | 14.1% | $54.40万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $437.87万 | 0.46% | 129,393 | -106,793 | -45.2% | -$361.39万 | 减仓 |
| IVV | ISHARES TR | $429.30万 | 0.45% | 5,733 | 1,255 | 28.0% | $93.98万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $410.69万 | 0.43% | 129,516 | 8,648 | 7.2% | $27.42万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $404.21万 | 0.43% | 76,672 | 1,049 | 1.4% | $5.53万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $389.78万 | 0.41% | 94,836 | 18,073 | 23.5% | $74.28万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $384.48万 | 0.41% | 89,124 | 7,856 | 9.7% | $33.89万 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $376.44万 | 0.40% | 253,669 | -56,105 | -18.1% | -$83.26万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $371.03万 | 0.39% | 73,355 | 20,631 | 39.1% | $104.35万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $369.22万 | 0.39% | 25,179 | 226 | 0.9% | $3.31万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $360.20万 | 0.38% | 78,818 | 9,538 | 13.8% | $43.59万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $357.16万 | 0.38% | 105,576 | 10,765 | 11.4% | $36.42万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $354.39万 | 0.37% | 198,203 | 7,213 | 3.8% | $12.90万 | 加仓 |
| DGS | WISDOMTREE TR | $353.86万 | 0.37% | 54,683 | 490 | 0.9% | $3.17万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $351.48万 | 0.37% | 51,680 | 1,580 | 3.2% | $10.75万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $350.61万 | 0.37% | 104,786 | 104,786 | — | $350.61万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $350.25万 | 0.37% | 37,508 | 1,998 | 5.6% | $18.66万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $349.91万 | 0.37% | 293,056 | 7,413 | 2.6% | $8.85万 | 加仓 |
| REGL | PROSHARES TR | $349.75万 | 0.37% | 38,195 | 298 | 0.8% | $2.73万 | 加仓 |
| SGOV | ISHARES TR | $340.26万 | 0.36% | 33,799 | 16,016 | 90.1% | $161.23万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $336.01万 | 0.35% | 152,873 | 1,910 | 1.3% | $4.20万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $335.47万 | 0.35% | 66,338 | -8,392 | -11.2% | -$42.44万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $332.77万 | 0.35% | 58,917 | -305 | -0.5% | -$1.72万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $326.30万 | 0.34% | 17,127 | -1,401 | -7.6% | -$26.69万 | 减仓 |
| ASML | ASML HLDG NV | $325.67万 | 0.34% | 1,637 | -7 | -0.4% | -$1.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $323.85万 | 0.34% | 4,398 | 296 | 7.2% | $21.80万 | 加仓 |
| BIL | SPDR SERIES TRUST | $317.69万 | 0.34% | 34,668 | 18,091 | 109.1% | $165.78万 | 加仓 |
| V | VISA INC | $313.69万 | 0.33% | 9,143 | 890 | 10.8% | $30.54万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $312.98万 | 0.33% | 242,994 | 679 | 0.3% | $8,746 | 加仓 |
| IMCB | ISHARES TR | $311.95万 | 0.33% | 32,306 | 1,567 | 5.1% | $15.13万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $306.99万 | 0.32% | 24,607 | 24,607 | — | $306.99万 | 新建仓 |
| FSK | FS KKR CAP CORP | $305.48万 | 0.32% | 290,929 | 3,827 | 1.3% | $4.02万 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $302.86万 | 0.32% | 214,794 | 214,794 | — | $302.86万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $300.54万 | 0.32% | 8,122 | 1,812 | 28.7% | $67.05万 | 加仓 |
| IVW | ISHARES TR | $300.24万 | 0.32% | 21,831 | 1,570 | 7.7% | $21.59万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $297.43万 | 0.31% | 70,247 | 2,686 | 4.0% | $11.37万 | 加仓 |
| IDEV | ISHARES TR | $296.72万 | 0.31% | 33,336 | 5,642 | 20.4% | $50.22万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $292.48万 | 0.31% | 60,393 | 4,219 | 7.5% | $20.43万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $289.88万 | 0.31% | 176,974 | 3,257 | 1.9% | $5.33万 | 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 |
| PM | PHILIP MORRIS INTL INC | $277.75万 | 0.29% | 15,353 | 248 | 1.6% | $4.49万 | 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 |
| IWM | ISHARES TR | $275.97万 | 0.29% | 9,185 | 832 | 10.0% | $25.00万 | 加仓 |
| GOOG | ALPHABET INC | $271.90万 | 0.29% | 7,695 | 69 | 0.9% | $2.44万 | 加仓 |
| AVGO | BROADCOM INC | $271.45万 | 0.29% | 7,186 | 1,862 | 35.0% | $70.34万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $266.96万 | 0.28% | 264,846 | -5,206 | -1.9% | -$5.25万 | 减仓 |
| IREN | IREN LIMITED | $263.41万 | 0.28% | 57,602 | 17,413 | 43.3% | $79.63万 | 加仓 |
| SUB | ISHARES TR | $259.41万 | 0.27% | 24,365 | 5,683 | 30.4% | $60.51万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $255.35万 | 0.27% | 69,464 | -15 | -0.0% | -$551 | 减仓 |