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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 6
增持 73
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$241.6M
2,635,590
+14%
减持
AAPL
APPLE INC.
+$122.9M
3,938,904
-3%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$118.2M
9,709,672
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。
+13%
减持
IVV
ISHARES CORE S&P 500 ETF
+$67.9M
1,536,563
-0%
减持
MSFT
MICROSOFT CORPORATION
+$53.5M
1,156,090
-3%
减持
VTV
VANGUARD VALUE ETF
+$42.0M
3,737,684
-0%
减持
HD
HOME DEPOT, INC.
+$35.9M
473,546
-3%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$33.4M
135,507
+194%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$33.3M
7,175,486
+12%
增持
PFE
PFIZER INC.
+$32.6M
873,228
+98%
建仓
FTSL
FIRST TRUST SENIOR LOAN FUND
+$31.8M
664,328
增持
ARES
ARES MANAGEMENT CORPORATION
+$31.6M
618,775
+145%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$30.7M
8,811,213
+4%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$29.8M
658,067
-35%
减持
—
ACTIVISION BLIZZARD, INC.
-$28.6M
54,636
-87%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$28.5M
579,610
+424%
减持
QCOM
QUALCOMM INC
+$27.6M
521,839
-1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$26.4M
239,797
-2%
减持
NKE
NIKE, INC. CLASS B
+$24.0M
1,395,909
-3%
增持
CSCO
CISCO SYSTEMS, INC.
+$23.4M
2,620,122
+0%
增持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$22.9M
1,721,073
+15%
减持
VUG
VANGUARD GROWTH ETF
+$22.8M
1,609,479
-5%
减持
NVDA
NVIDIA CORPORATION
+$21.8M
250,975
-0%
减持
BNL
BROADSTONE NET LEASE, INC.
-$21.3M
14,609,938
-6%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$21.1M
1,614,371
-1%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$20.9M
25,773,932
+3%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$20.8M
1,448,719
+9%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$18.8M
2,696,534
+17%
减持
UNP
UNION PACIFIC CORPORATION
+$17.6M
314,975
-0%
减持
PG
PROCTER & GAMBLE COMPANY
+$15.7M
672,641
-0%
减持
SBUX
STARBUCKS CORPORATION
-$14.7M
1,452,272
-13%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$14.4M
123,331
+1%
减持
—
ACCENTURE PLC CLASS A
+$14.2M
154,680
-1%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$14.2M
907,497
+4%
清仓
—
Invesco Bulletshares 2021 High Yield Corporate Bond ETF
-$14.1M
0
-100%
增持
CVX
CHEVRON CORPORATION
+$13.5M
786,652
+1%
减持
ABBV
ABBVIE, INC.
+$13.4M
507,434
-1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$13.1M
185,243
+2%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$13.0M
4,692,905
+8%
减持
GOOGL
ALPHABET INC. CLASS A
+$12.7M
66,460
-1%
增持
CVS
CVS HEALTH CORPORATION
+$12.6M
679,836
+0%
减持
PEP
PEPSICO, INC.
+$12.5M
607,347
-2%
减持
AVGO
BROADCOM INC.
+$12.2M
73,746
-3%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$12.2M
912,850
+13%
减持
TSLA
TESLA INC
+$12.1M
56,363
-8%
增持
—
MEDTRONIC PLC
-$12.1M
603,425
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
+$11.8M
433,665
+0%
减持
ABT
ABBOTT LABORATORIES
+$11.6M
522,046
-0%
减持
NVO
NOVO NORDISK A/S SPONSORED ADR CLASS B
+$11.3M
803,816
-2%
增持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
+$11.1M
513,396
+1%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$10.3M
7,357,254
-0%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
+$10.2M
659,944
+1%
减持
LOW
LOWE'S COMPANIES, INC.
+$9.8M
208,895
-4%
增持
NEE
NEXTERA ENERGY, INC.
+$9.6M
570,258
+3%
减持
GOOG
ALPHABET INC. CLASS C
+$9.5M
53,676
-2%
增持
—
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF
+$9.4M
398,939
+1445%
增持
SPGI
S&P GLOBAL, INC.
+$9.0M
164,303
+2%
增持
CME
CME GROUP INC. CLASS A
+$8.7M
235,077
+1%
减持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$8.7M
194,044
-1%
清仓
—
Greenbrier Companies, Inc. 2.875 01-FEB-2024
-$8.3M
0
-100%
建仓
S
SENTINELONE, INC. CLASS A
+$8.1M
160,103
增持
IFF
INTERNATIONAL FLAVORS & FRAGRANCES INC.
+$8.0M
366,294
+4%
减持
T
AT&T INC.
-$7.9M
1,044,037
-16%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$7.8M
6,540,184
+3%
减持
VZ
VERIZON COMMUNICATIONS INC.
-$7.2M
1,087,656
-8%
增持
DIS
WALT DISNEY COMPANY
-$7.2M
673,720
+2%
减持
PHG
KONINKLIJKE PHILIPS N.V. SPONSORED ADR
-$7.0M
12,331
-93%
增持
—
STERIS PLC
+$7.0M
164,896
+2%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$6.9M
346,059
-0%
增持
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
+$6.8M
407,425
+0%
减持
POOL
POOL CORPORATION
+$6.8M
74,618
-8%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$6.8M
281,487
+2%
增持
EL
ESTEE LAUDER COMPANIES INC. CLASS A
+$6.8M
53,346
+23%
减持
TSCO
TRACTOR SUPPLY COMPANY
+$6.2M
192,032
-2%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$6.2M
617,961
+14%
增持
RSG
REPUBLIC SERVICES, INC.
+$6.0M
298,226
+1%
增持
BIIB
BIOGEN INC.
-$5.9M
160,179
+2%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$5.8M
592,548
-11%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$5.8M
328,587
+4%
减持
SOXX
ISHARES SEMICONDUCTOR ETF
+$5.6M
64,623
-2%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$5.6M
730,824
-18%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$5.5M
576,270
+23%
减持
—
AVALARA INC
-$5.4M
119,002
-0%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$5.4M
805,096
-3%
减持
JNJ
JOHNSON & JOHNSON
+$5.3M
637,658
-1%
减持
AJG
ARTHUR J. GALLAGHER & CO.
+$5.3M
251,303
-0%
增持
VRSK
VERISK ANALYTICS INC
+$5.2M
163,562
+2%
减持
KKR
KKR & CO. INC.
+$5.1M
395,896
-1%
增持
CCI
CROWN CASTLE INTERNATIONAL CORP
+$5.0M
134,444
+1%
减持
PYPL
PAYPAL HOLDINGS, INC.
-$5.0M
42,102
-15%
增持
DG
DOLLAR GENERAL CORPORATION
+$4.9M
158,932
+3%
减持
META
META PLATFORMS INC. CLASS A
-$4.9M
205,753
-6%
增持
PAYX
PAYCHEX, INC.
+$4.9M
190,876
+1%
增持
SPMB
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
+$4.8M
1,635,218
+15%
增持
MA
MASTERCARD INCORPORATED CLASS A
+$4.8M
207,234
+3%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$4.8M
553,238
-5%
增持
—
BLACKROCK, INC.
+$4.8M
58,956
+0%
增持
DHI
D.R. HORTON, INC.
+$4.7M
181,182
+2%
减持
—
CERNER CORPORATION
+$4.6M
268,837
-7%
增持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$4.6M
553,275
+16%
增持
DLR
DIGITAL REALTY TRUST, INC.
+$4.6M
140,229
+0%
清仓
—
iShares iBonds Dec 2021 Term Corporate ETF
-$4.6M
0
-100%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$4.4M
147,134
-1%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$4.4M
344,151
-1%
增持
—
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF
+$4.4M
614,797
+44%
增持
GD
GENERAL DYNAMICS CORPORATION
+$4.4M
279,048
+2%
减持
—
EATON CORP. PLC
+$4.3M
209,700
-2%
清仓
—
iShares iBonds Dec 2021 Term Muni Bond ETF
-$4.3M
0
-100%
增持
—
II-VI INCORPORATED
+$4.3M
212,518
+23%
增持
AMZN
AMAZON.COM, INC.
+$4.2M
39,788
+2%
减持
ITW
ILLINOIS TOOL WORKS INC.
+$4.2M
117,012
-2%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF
-$4.1M
312,452
-11%
建仓
—
PINNACLE FINANCIAL PARTNERS, INC.
+$4.1M
43,330
减持
JPM
JPMORGAN CHASE & CO.
-$4.1M
723,324
-0%
建仓
IBMO
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
+$4.0M
149,922
减持
DOCU
DOCUSIGN, INC.
-$4.0M
5,593
-71%
减持
V
VISA INC. CLASS A
-$4.0M
629,576
-0%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$3.9M
664,436
-2%
减持
QQQ
INVESCO QQQ TRUST
+$3.8M
126,692
-3%
增持
GILD
GILEAD SCIENCES, INC.
+$3.8M
696,025
+4%
建仓
IRT
INDEPENDENCE REALTY TRUST, INC.
+$3.8M
147,084
减持
SDY
SPDR S&P DIVIDEND ETF
+$3.8M
379,350
-1%
清仓
—
Cadence Bancorporation Class A
-$3.8M
0
-100%
清仓
—
PDL BioPharma, Inc. 2.75 01-DEC-2021
-$3.8M
0
-100%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$3.7M
177,570
+6%
增持
GXO
GXO LOGISTICS INC
+$3.7M
231,950
+5%
增持
MBB
ISHARES MBS ETF
+$3.6M
2,505,936
+2%
增持
KEY
KEYCORP
+$3.6M
169,271
+1027%
建仓
CADE
CADENCE BANK
+$3.6M
120,167
减持
GPC
GENUINE PARTS COMPANY
-$3.5M
7,366
-80%
增持
ZTS
ZOETIS, INC. CLASS A
+$3.5M
69,466
+0%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$3.5M
180,608
-12%
减持
PGR
PROGRESSIVE CORPORATION
-$3.4M
17,986
-69%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$3.4M
735,577
+8%
增持
PLD
PROLOGIS, INC.
+$3.3M
74,916
+0%
减持
FFIV
F5, INC.
+$3.2M
77,276
-2%
减持
—
LAM RESEARCH CORPORATION
+$3.2M
23,983
-3%
增持
SQ
BLOCK INC CLASS A
-$3.2M
41,722
+1%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$3.1M
63,910
+12%
增持
FIS
FIDELITY NATIONAL INFORMATION SERVICES, INC.
+$3.1M
267,931
+25%
增持
LLY
ELI LILLY AND COMPANY
+$3.1M
62,641
+2%
清仓
—
Invesco BulletShares 2021 Corporate Bond ETF
-$3.0M
0
-100%
增持
GIS
GENERAL MILLS, INC.
+$3.0M
324,618
+3%
减持
INTU
INTUIT INC.
+$2.9M
73,438
-11%
增持
TJX
TJX COMPANIES INC
+$2.9M
121,758
+27%
增持
—
GLAXOSMITHKLINE PLC SPONSORED ADR
+$2.9M
408,166
+3%
增持
IRM
IRON MOUNTAIN, INC.
+$2.9M
268,348
+4%
增持
JKHY
JACK HENRY & ASSOCIATES, INC.
+$2.9M
201,274
+7%
增持
PWB
INVESCO DYNAMIC LARGE CAP GROWTH ETF
+$2.8M
380,115
+1%
增持
FNF
FIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP
+$2.8M
331,394
+3%
