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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,526.63万 | 3.11% | 144,875 | 2,643 | 1.9% | $46.09万 | 加仓 |
| AAPL | APPLE INC | $2,228.18万 | 2.75% | 87,796 | 356 | 0.4% | $9.03万 | 加仓 |
| STXF | EA SERIES TRUST | $1,592.73万 | 1.96% | 379,492 | 13,581 | 3.7% | $57.00万 | 加仓 |
| AMZN | AMAZON COM INC | $1,534.31万 | 1.89% | 73,669 | 4,312 | 6.2% | $89.81万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $1,529.45万 | 1.89% | 364,503 | 21,830 | 6.4% | $91.60万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,441.98万 | 1.78% | 98,577 | 3,668 | 3.9% | $53.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,422.71万 | 1.75% | 38,434 | 5,765 | 17.6% | $213.40万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,231.85万 | 1.52% | 140,238 | 1,997 | 1.4% | $17.54万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,188.53万 | 1.46% | 174,067 | 5,742 | 3.4% | $39.21万 | 加仓 |
| DLN | WISDOMTREE TR | $1,090.08万 | 1.34% | 122,029 | 854 | 0.7% | $7.63万 | 加仓 |
| GOOGL | ALPHABET INC | $1,066.14万 | 1.31% | 37,075 | 480 | 1.3% | $13.80万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,049.60万 | 1.29% | 409,360 | 22,200 | 5.7% | $56.92万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $1,031.71万 | 1.27% | 261,589 | 6,934 | 2.7% | $27.35万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $897.86万 | 1.11% | 91,703 | -141 | -0.2% | -$1.38万 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $890.66万 | 1.10% | 199,566 | 567 | 0.3% | $2.53万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $805.37万 | 0.99% | 294,683 | 16,598 | 6.0% | $45.36万 | 加仓 |
| MSMR | ETF SER SOLUTIONS | $753.71万 | 0.93% | 218,531 | 2,193 | 1.0% | $7.56万 | 加仓 |
| DON | WISDOMTREE TR | $743.27万 | 0.92% | 141,468 | -1,308 | -0.9% | -$6.87万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $739.67万 | 0.91% | 189,853 | 4,223 | 2.3% | $16.45万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $708.05万 | 0.87% | 71,971 | 2,883 | 4.2% | $28.36万 | 加仓 |
| TSLA | TESLA INC | $690.42万 | 0.85% | 18,572 | 370 | 2.0% | $13.75万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $688.01万 | 0.85% | 236,186 | 151,503 | 178.9% | $441.33万 | 加仓 |
| — | EXXON MOBIL CORP | $685.12万 | 0.84% | 40,382 | -1,409 | -3.4% | -$23.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $679.35万 | 0.84% | 34,625 | 4,907 | 16.5% | $96.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $676.75万 | 0.83% | 23,006 | 1,850 | 8.7% | $54.42万 | 加仓 |
| META | META PLATFORMS INC | $672.98万 | 0.83% | 11,763 | -388 | -3.2% | -$22.20万 | 减仓 |
| DGRS | WISDOMTREE TR | $660.21万 | 0.81% | 124,667 | 3,121 | 2.6% | $16.53万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $649.60万 | 0.80% | 173,993 | 4,429 | 2.6% | $16.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $639.99万 | 0.79% | 99,874 | -1,789 | -1.8% | -$11.46万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $628.89万 | 0.78% | 10,524 | 708 | 7.2% | $42.31万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $567.53万 | 0.70% | 234,135 | 4,436 | 1.9% | $10.75万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $552.54万 | 0.68% | 73,272 | 11,979 | 19.5% | $90.33万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $521.54万 | 0.64% | 92,177 | 13,866 | 17.7% | $78.45万 | 加仓 |
| FRDM | EA SERIES TRUST | $519.27万 | 0.64% | 95,017 | 12,662 | 15.4% | $69.20万 | 加仓 |
| IEMG | ISHARES INC | $505.84万 | 0.62% | 72,521 | 5,534 | 8.3% | $38.60万 | 加仓 |
| WMT | WALMART INC | $492.83万 | 0.61% | 39,651 | 335 | 0.9% | $4.16万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $484.75万 | 0.60% | 11,098 | 949 | 9.4% | $41.45万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $484.38万 | 0.60% | 164,251 | 12,761 | 8.4% | $37.63万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $474.52万 | 0.58% | 19,970 | -12,712 | -38.9% | -$302.06万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $460.13万 | 0.57% | 111,115 | 4,504 | 4.2% | $18.65万 | 加仓 |
| AGG | ISHARES TR | $457.78万 | 0.56% | 46,115 | 737 | 1.6% | $7.32万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $453.98万 | 0.56% | 134,552 | 10,416 | 8.4% | $35.14万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $453.90万 | 0.56% | 172,718 | 56,806 | 49.0% | $149.29万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $452.57万 | 0.56% | 96,129 | 2,812 | 3.0% | $13.24万 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $447.31万 | 0.55% | 309,774 | -26,928 | -8.0% | -$38.88万 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $436.37万 | 0.54% | 358,857 | 8,860 | 2.5% | $10.77万 | 加仓 |
| IJR | ISHARES TR | $413.98万 | 0.51% | 33,302 | 3,661 | 12.4% | $45.51万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $406.56万 | 0.50% | 131,317 | 11,156 | 9.3% | $34.54万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $404.73万 | 0.50% | 47,807 | -3,561 | -6.9% | -$30.15万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $397.62万 | 0.49% | 19,546 | -490 | -2.4% | -$9.97万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $392.05万 | 0.48% | 134,819 | 9,404 | 7.5% | $27.35万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $387.32万 | 0.48% | 52,597 | 1,906 | 3.8% | $14.04万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $378.21万 | 0.47% | 74,730 | -21,873 | -22.6% | -$110.70万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $370.82万 | 0.46% | 120,868 | 802 | 0.7% | $2.46万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $360.42万 | 0.44% | 24,953 | 187 | 0.8% | $2.70万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $339.15万 | 0.42% | 67,561 | 1,405 | 2.1% | $7.05万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $339.01万 | 0.42% | 190,990 | 7,078 | 3.8% | $12.56万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $335.67万 | 0.41% | 59,222 | 4,422 | 8.1% | $25.06万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $334.38万 | 0.41% | 150,963 | 16,992 | 12.7% | $37.64万 | 加仓 |
| REGL | PROSHARES TR | $327.46万 | 0.40% | 37,897 | -521 | -1.4% | -$4.50万 | 减仓 |
| DGS | WISDOMTREE TR | $325.70万 | 0.40% | 54,193 | -406 | -0.7% | -$2.44万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $322.78万 | 0.40% | 285,643 | 61,203 | 27.3% | $69.16万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $320.44万 | 0.39% | 81,268 | 3,442 | 4.4% | $13.57万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $314.12万 | 0.39% | 35,510 | 1,060 | 3.1% | $9.38万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $310.72万 | 0.38% | 69,280 | 1,746 | 2.6% | $7.83万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $306.77万 | 0.38% | 242,315 | 27,180 | 12.6% | $34.41万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $303.54万 | 0.37% | 270,052 | 14,334 | 5.6% | $16.11万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $299.14万 | 0.37% | 173,717 | 12,389 | 7.7% | $21.33万 | 加仓 |
| IVV | ISHARES TR | $292.49万 | 0.36% | 4,478 | -2,559 | -36.4% | -$167.15万 | 减仓 |
| FSK | FS KKR CAP CORP | $292.27万 | 0.36% | 287,102 | 42,970 | 17.6% | $43.74万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $292.11万 | 0.36% | 94,811 | 22,318 | 30.8% | $68.76万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $291.48万 | 0.36% | 50,100 | 1,637 | 3.4% | $9.52万 | 加仓 |
| IREN | IREN LIMITED 看涨期权 | $274.24万 | 0.34% | 80,000 | 80,000 | — | $274.24万 | 新建仓 |
| TCAF | T ROWE PRICE ETF INC | $273.20万 | 0.34% | 76,763 | 6,742 | 9.6% | $23.99万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $269.92万 | 0.33% | 56,174 | 3,788 | 7.2% | $18.20万 | 加仓 |
| WTV | WISDOMTREE TR | $267.76万 | 0.33% | 28,266 | 4,600 | 19.4% | $43.58万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $266.35万 | 0.33% | 2,673 | -1 | -0.0% | -$996 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $263.10万 | 0.32% | 100,192 | 4,945 | 5.2% | $12.99万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $263.04万 | 0.32% | 52,724 | 10,730 | 25.6% | $53.53万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $262.91万 | 0.32% | 69,479 | 2,812 | 4.2% | $10.64万 | 加仓 |
| CVX | CHEVRON CORPORATION | $256.98万 | 0.32% | 12,420 | -799 | -6.0% | -$16.53万 | 减仓 |
| IMCB | ISHARES TR | $256.46万 | 0.32% | 30,739 | -484 | -1.6% | -$4.04万 | 减仓 |
| SHOP | SHOPIFY INC | $254.58万 | 0.31% | 21,462 | -626 | -2.8% | -$7.43万 | 减仓 |
| PFE | PFIZER INC | $253.36万 | 0.31% | 90,228 | 855 | 1.0% | $2.40万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $249.75万 | 0.31% | 15,105 | 1,319 | 9.6% | $21.81万 | 加仓 |
| V | VISA INC | $249.44万 | 0.31% | 8,253 | 168 | 2.1% | $5.08万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $249.18万 | 0.31% | 75,623 | 7,167 | 10.5% | $23.62万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $248.70万 | 0.31% | 68,798 | 7,084 | 11.5% | $25.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $246.24万 | 0.30% | 3,785 | 367 | 10.7% | $23.88万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $246.24万 | 0.30% | 18,528 | 716 | 4.0% | $9.52万 | 加仓 |
| IEF | ISHARES TR | $241.29万 | 0.30% | 25,282 | 9,925 | 64.6% | $94.73万 | 加仓 |
| QQQ | INVESCO QQQ TR | $236.73万 | 0.29% | 4,102 | -101 | -2.4% | -$5.83万 | 减仓 |
| IEFA | ISHARES TR | $235.07万 | 0.29% | 25,966 | 3,827 | 17.3% | $34.65万 | 加仓 |
| MO | ALTRIA GROUP INC | $233.85万 | 0.29% | 35,437 | 3,311 | 10.3% | $21.85万 | 加仓 |
| IDEV | ISHARES TR | $231.44万 | 0.29% | 27,694 | 4,820 | 21.1% | $40.28万 | 加仓 |
| IVE | ISHARES TR | $229.38万 | 0.28% | 10,863 | 248 | 2.3% | $5.24万 | 加仓 |
| IVW | ISHARES TR | $229.17万 | 0.28% | 20,261 | 2,399 | 13.4% | $27.13万 | 加仓 |
| SMDV | PROSHARES TR | $222.30万 | 0.27% | 32,316 | -1,334 | -4.0% | -$9.18万 | 减仓 |
| GOOG | ALPHABET INC | $218.77万 | 0.27% | 7,626 | -45 | -0.6% | -$1.29万 | 减仓 |
| ASML | ASML HLDG NV | $217.14万 | 0.27% | 1,644 | 692 | 72.7% | $91.40万 | 加仓 |