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UNITED CAPITAL FINANCIAL ADVISERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
UNITED CAPITAL FINANCIAL ADVISERS, LLC
报告期 2026-03-31 · CIK 0001463217
持仓数
1,632
前50大市值合计
$9.48B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 6
增持 72
减持 63
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VOO
Vanguard S&P 500 ETF
+$133.8M
2,304,919
+17%
增持
AGG
iShares Core U.S. Aggregate Bond ETF
+$111.9M
8,616,979
+13%
清仓
—
General Electric Company
-$59.8M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
V
Visa Inc. Class A
+$50.9M
630,421
+65%
减持
BNL
Broadstone Net Lease, Inc.
-$46.3M
15,473,191
-16%
减持
PEP
PepsiCo, Inc.
-$41.8M
618,299
-32%
增持
NVDA
NVIDIA Corporation
+$39.1M
251,257
+289%
增持
—
Activision Blizzard, Inc.
+$27.2M
415,888
+700%
减持
ISRG
Intuitive Surgical, Inc.
-$27.2M
46,063
-0%
减持
BDX
Becton, Dickinson and Company
-$26.5M
309,363
-27%
增持
JNK
SPDR Bloomberg High Yield Bond ETF
+$23.3M
1,499,647
+17%
增持
HEFA
iShares Currency Hedged MSCI EAFE ETF
+$21.4M
6,403,073
+12%
减持
NKE
NIKE, Inc. Class B
-$19.3M
1,436,821
-3%
增持
SHM
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+$18.4M
2,303,897
+20%
建仓
GXO
GXO Logistics Inc
+$17.4M
221,479
增持
IEFA
iShares Core MSCI EAFE ETF
+$15.6M
8,444,005
+3%
增持
FNF
Fidelity National Financial, Inc. - FNF Group
+$14.3M
320,709
+5325%
增持
COST
Costco Wholesale Corporation
+$13.4M
244,289
+0%
减持
SDOG
ALPS Sector Dividend Dogs ETF
-$12.8M
307,079
-43%
减持
AEP
American Electric Power Company, Inc.
-$12.8M
31,346
-83%
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$12.6M
1,010,659
+18%
减持
AAPL
Apple Inc.
+$11.0M
4,074,152
-1%
增持
IJR
iShares Core S&P Small Cap ETF
+$10.7M
1,328,545
+12%
增持
XPO
XPO Logistics, Inc.
-$10.7M
224,726
+10%
减持
MSFT
Microsoft Corporation
+$10.1M
1,189,336
-1%
增持
MUB
iShares National Muni Bond ETF
+$9.9M
808,645
+13%
增持
—
II-VI Incorporated
+$9.9M
172,246
+3861%
建仓
LNT
Alliant Energy Corp
+$9.8M
175,196
增持
UNH
UnitedHealth Group Incorporated
+$9.6M
121,702
+28%
减持
VTV
Vanguard Value ETF
-$9.1M
3,751,700
-0%
减持
UNP
Union Pacific Corporation
-$8.9M
314,999
-2%
增持
BIIB
Biogen Inc.
-$8.8M
156,641
+2%
减持
GOOGL
Alphabet Inc. Class A
+$8.7M
67,249
-4%
减持
LVS
Las Vegas Sands Corp.
-$8.7M
8,909
-95%
增持
BSV
Vanguard Short-Term Bond ETF
+$8.6M
684,140
+18%
清仓
—
Alteryx, Inc. 1.0 01-AUG-2026
-$8.5M
0
-100%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
-$8.4M
4,338,523
+5%
清仓
—
Summit Hotel Properties, Inc., 1.5 15-FEB-2026
-$8.2M
0
-100%
建仓
RIO
Rio Tinto plc Sponsored ADR
+$8.0M
119,423
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
+$7.7M
820,192
-3%
增持
MMM
3M Company
-$7.7M
370,846
+1%
减持
GMAB
Genmab A/S Sponsored ADR
-$7.7M
36,299
-84%
减持
VUG
Vanguard Growth ETF
-$7.6M
1,701,350
-3%
减持
PCAR
PACCAR Inc
-$7.5M
724,370
-0%
增持
QCOM
Qualcomm Inc
-$7.1M
526,243
+0%
增持
JPM
JPMorgan Chase & Co.
+$6.8M
724,921
+1%
清仓
—
Chefs' Warehouse, Inc. 1.875 01-DEC-2024
-$6.7M
0
-100%
减持
DHR
Danaher Corporation
+$6.7M
229,616
-2%
增持
—
Exxon Mobil Corporation
-$6.6M
1,963,240
+1%
减持
ORCL
Oracle Corporation
+$6.5M
828,678
-2%
建仓
GE
General Electric Company
+$6.3M
61,609
增持
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
+$5.8M
1,427,403
+20%
减持
SCHE
Schwab Emerging Markets Equity ETF
-$5.8M
894,136
-11%
增持
EL
Estee Lauder Companies Inc. Class A
+$5.8M
43,340
+91%
减持
TSLA
Tesla Inc
+$5.7M
61,197
-0%
增持
VMBS
Vanguard Mortgage-Backed Securities ETF
+$5.7M
468,819
+30%
减持
GOOG
Alphabet Inc. Class C
+$5.5M
54,724
-2%
减持
—
Unilever PLC Sponsored ADR
-$5.4M
1,151,582
-1%
减持
—
Cerner Corporation
-$5.3M
288,164
-12%
减持
BMY
Bristol-Myers Squibb Company
-$5.3M
586,992
-2%
增持
VRSK
Verisk Analytics Inc
+$5.0M
160,923
+3%
增持
MELI
MercadoLibre, Inc.
+$5.0M
3,646
+393%
增持
UPS
United Parcel Service, Inc. Class B
-$4.9M
210,149
+1%
增持
CSCO
Cisco Systems, Inc.
+$4.8M
2,619,864
+1%
建仓
DASH
DoorDash, Inc. Class A
+$4.8M
23,071
减持
SCHV
Schwab U.S. Large-Cap Value ETF
-$4.7M
1,110,344
-5%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$4.5M
872,202
-0%
减持
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
-$4.4M
205,994
-13%
增持
IFF
International Flavors & Fragrances Inc.
-$4.4M
352,919
+2%
增持
CME
CME Group Inc. Class A
-$4.2M
232,733
+1%
增持
WFC
Wells Fargo & Company
+$4.2M
478,446
+20%
增持
LMBS
First Trust Low Duration Opportunities ETF
+$4.2M
1,660,616
+6%
增持
CTSH
Cognizant Technology Solutions Corporation Class A
+$4.2M
652,150
+2%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$4.1M
933,345
+10%
建仓
GSST
Goldman Sachs Access Ultra Short Bond ETF
+$4.0M
78,732
减持
MINT
PIMCO Enhanced Short Maturity Active ETF
-$4.0M
351,933
-10%
增持
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
+$4.0M
477,080
+18%
增持
CRM
salesforce.com, inc.
+$3.9M
112,164
+3%
减持
SCHG
Schwab U.S. Large-Cap Growth ETF
-$3.9M
579,655
-6%
增持
FTSM
First Trust Enhanced Short Maturity ETF
+$3.9M
1,367,399
+5%
增持
AMGN
Amgen Inc.
-$3.9M
130,786
+1%
减持
VBK
Vanguard Small-Cap Growth ETF
-$3.9M
305,339
-1%
增持
IVV
iShares Core S&P 500 ETF
+$3.8M
1,543,550
+0%
增持
NEE
NextEra Energy, Inc.
+$3.8M
556,046
+2%
减持
SBUX
Starbucks Corporation
-$3.7M
1,672,939
-1%
清仓
RNG
RingCentral, Inc. Class A
-$3.6M
0
-100%
减持
LITE
Lumentum Holdings, Inc.
-$3.6M
73,702
-38%
增持
—
Brookfield Asset Management Inc. Class A
+$3.6M
222,996
+36%
减持
ABBV
AbbVie, Inc.
-$3.5M
512,456
-2%
减持
IJT
iShares S&P Small-Cap 600 Growth ETF
-$3.5M
678,929
-2%
增持
DIS
Walt Disney Company
-$3.5M
659,525
+1%
增持
PG
Procter & Gamble Company
+$3.3M
674,556
+0%
增持
AMZN
Amazon.com, Inc.
-$3.3M
39,105
+2%
增持
TSCO
Tractor Supply Company
+$3.3M
195,614
+0%
减持
TAP
Molson Coors Beverage Company Class B
-$3.3M
293,304
-7%
减持
—
Accenture Plc Class A
+$3.3M
155,943
-1%
增持
HON
Honeywell International Inc.
+$3.3M
62,148
+37%
减持
USMV
iShares MSCI USA Min Vol Factor ETF
-$3.2M
509,544
-8%
减持
TMO
Thermo Fisher Scientific Inc.
+$3.2M
64,105
-3%
增持
CAT
Caterpillar Inc.
-$3.2M
159,219
+3%
增持
SHY
iShares 1-3 Year Treasury Bond ETF
+$3.2M
541,837
+7%
减持
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
-$3.2M
516,049
-6%
增持
RSG
Republic Services, Inc.
+$3.2M
296,324
+1%
减持
META
Meta Platforms Inc. Class A
-$3.2M
218,241
-2%
减持
CCI
Crown Castle International Corp
-$3.0M
133,106
-1%
减持
IBM
International Business Machines Corporation
-$3.0M
159,127
-7%
增持
ABNB
Airbnb, Inc. Class A
+$3.0M
59,713
+30%
减持
HD
Home Depot, Inc.
+$3.0M
489,288
-1%
清仓
—
Supernus Pharmaceuticals, Inc. 0.625 01-APR-2023
-$2.9M
0
-100%
减持
BALL
Ball Corporation
+$2.9M
342,953
-1%
增持
SPGI
S&P Global, Inc.
+$2.9M
161,302
+1%
增持
TTEC
TTEC Holdings, Inc.
-$2.9M
329,650
+1%
减持
NDAQ
Nasdaq, Inc.
+$2.9M
211,660
-2%
减持
PYPL
PayPal Holdings, Inc.
-$2.8M
49,684
-8%
减持
LMT
Lockheed Martin Corporation
-$2.8M
38,995
-9%
增持
IWD
iShares Russell 1000 Value ETF
+$2.8M
166,753
+14%
增持
ARES
Ares Management Corporation
+$2.8M
252,955
+1%
减持
VZ
Verizon Communications Inc.
-$2.8M
1,180,109
-1%
减持
INTC
Intel Corporation
-$2.7M
811,721
-1%
减持
TWLO
Twilio, Inc. Class A
-$2.6M
18,516
-15%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$2.6M
1,136,241
-2%
增持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$2.6M
624,058
+9%
增持
ZTS
Zoetis, Inc. Class A
+$2.6M
69,203
+19%
增持
FIS
Fidelity National Information Services, Inc.
-$2.6M
214,699
+6%
减持
T
AT&T Inc.
-$2.6M
1,242,562
-1%
增持
NFLX
Netflix, Inc.
+$2.6M
29,874
+1%
清仓
—
Twitter, Inc. 1.0 15-SEP-2021
-$2.5M
0
-100%
增持
TMUS
T-Mobile US, Inc.
-$2.5M
160,034
+1%
减持
ITW
Illinois Tool Works Inc.
-$2.5M
119,471
-2%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$2.5M
431,757
-0%
减持
POOL
Pool Corporation
-$2.5M
81,549
-1%
减持
BAC
Bank of America Corp
-$2.5M
534,570
-12%
清仓
—
New Relic, Inc. 0.5 01-MAY-2023
-$2.5M
0
-100%
增持
USHY
iShares Broad USD High Yield Corporate Bond ETF
+$2.4M
81,179
+255%
增持
AJG
Arthur J. Gallagher & Co.
+$2.4M
251,353
+1%
增持
—
Atlassian Corp. Plc Class A
+$2.4M
16,626
+4%
增持
GD
General Dynamics Corporation
+$2.4M
274,361
+1%
增持
ALGN
Align Technology, Inc.
+$2.4M
20,080
+12%
清仓
—
Spirit Airlines, Inc. 1.0 15-MAY-2026
-$2.4M
0
-100%
减持
—
ICON Plc
+$2.4M
44,295
-1%
减持
SCHM
Schwab U.S. Mid-Cap ETF
-$2.4M
212,078
-11%
增持
LAMR
Lamar Advertising Company Class A
+$2.3M
229,826
+1%
增持
VNQI
Vanguard Global ex-U.S. Real Estate ETF
-$2.3M
2,352,392
+2%
增持
IWF
iShares Russell 1000 Growth ETF
+$2.3M
147,911
+5%
减持
DOW
Dow, Inc.
-$2.3M
163,798
-11%
减持
—
Thomson Reuters Corporation
+$2.2M
269,157
-3%
增持
VALE
Vale S.A. Sponsored ADR
-$2.2M
402,904
+17%
减持
KO
Coca-Cola Company
-$2.2M
297,312
-10%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$2.2M
1,009,187
-3%
增持
HUBS
HubSpot, Inc.
+$2.2M
3,582
+776%
