小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 5
增持 55
减持 85
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$89.6M
2,987,360
+13%
减持
BNL
BROADSTONE NET LEASE, INC.
-$80.3M
12,961,118
-11%
减持
CSCO
CISCO SYSTEMS, INC.
-$70.8M
1,708,615
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。
-35%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$67.3M
24,905,373
-3%
减持
VUG
VANGUARD GROWTH ETF
-$67.2M
1,562,193
-3%
减持
HD
HOME DEPOT, INC.
-$58.1M
462,375
-2%
减持
PG
PROCTER & GAMBLE COMPANY
-$57.7M
342,456
-49%
减持
MMM
3M COMPANY
-$48.9M
116,602
-69%
减持
NKE
NIKE, INC. CLASS B
-$47.3M
1,377,612
-1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$45.0M
1,516,300
-1%
减持
AAPL
APPLE INC.
-$43.0M
3,759,248
-5%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$38.7M
6,360,140
-3%
增持
ADBE
ADOBE INC.
+$38.5M
160,152
+163%
减持
SBUX
STARBUCKS CORPORATION
-$37.9M
1,450,573
-0%
减持
PCAR
PACCAR INC
-$36.1M
264,393
-61%
增持
—
ACCENTURE PLC CLASS A
+$34.7M
292,989
+89%
减持
MSFT
MICROSOFT CORPORATION
-$33.9M
1,151,283
-0%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$31.0M
10,631,943
+9%
减持
MBB
ISHARES MBS ETF
-$24.2M
2,404,802
-4%
减持
CVX
CHEVRON CORPORATION
+$23.5M
711,189
-10%
增持
META
META PLATFORMS INC. CLASS A
-$22.4M
210,523
+2%
减持
—
CERNER CORPORATION
-$21.9M
32,363
-88%
减持
VTV
VANGUARD VALUE ETF
-$20.4M
3,582,746
-4%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$20.0M
9,174,377
+4%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$19.0M
1,373,769
+38%
减持
QCOM
QUALCOMM INCORPORATED
-$17.1M
512,431
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
+$16.6M
414,484
-4%
清仓
—
IHS MARKIT LTD.
-$16.4M
0
-100%
减持
—
EXXON MOBIL CORPORATION
+$16.4M
1,610,856
-15%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$16.2M
7,947,358
+11%
增持
JPM
JPMORGAN CHASE & CO.
-$15.7M
724,837
+0%
增持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$14.8M
1,967,618
+14%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$14.7M
3,112,302
+15%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
-$14.1M
7,287,229
-1%
减持
GOOGL
ALPHABET INC. CLASS A
-$14.1M
64,171
-3%
建仓
AVTR
AVANTOR, INC.
+$13.8M
408,446
减持
LOW
LOWE'S COMPANIES, INC.
-$13.8M
198,783
-5%
增持
NWL
NEWELL BRANDS INC
+$13.7M
679,992
+1704%
减持
ABBV
ABBVIE, INC.
+$13.5M
507,174
-0%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$12.6M
636,697
-4%
减持
INTU
INTUIT INC.
-$12.2M
72,929
-1%
增持
BKNG
BOOKING HOLDINGS INC.
+$12.1M
6,305
+452%
减持
T
AT&T INC.
-$11.9M
583,590
-44%
增持
—
ASML HOLDING NV ADR
+$11.8M
23,574
+375%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$11.6M
1,055,584
+91%
减持
POOL
POOL CORPORATION
-$11.2M
73,296
-2%
减持
—
BLACKROCK, INC.
-$10.6M
56,735
-4%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$10.4M
1,632,665
+1%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$9.9M
303,947
+0%
增持
DIS
WALT DISNEY COMPANY
-$9.7M
690,277
+2%
增持
ABT
ABBOTT LABORATORIES
-$9.7M
539,165
+3%
减持
SHOP
SHOPIFY, INC. CLASS A
-$9.6M
8,170
-26%
增持
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
-$9.5M
409,864
+1%
建仓
PBR
PETROLEO BRASILEIRO SA SPONSORED ADR
+$9.2M
621,486
减持
SAP
SAP SE SPONSORED ADR
-$9.1M
19,714
-76%
减持
NVDA
NVIDIA CORPORATION
-$9.1M
237,336
-5%
减持
SPY
SPDR S&P 500 ETF TRUST
-$8.8M
182,209
-2%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$8.7M
886,526
-11%
减持
PEP
PEPSICO, INC.
-$8.6M
578,876
-5%
增持
GILD
GILEAD SCIENCES, INC.
-$8.5M
706,757
+2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$8.3M
1,614,398
+11%
减持
NFLX
NETFLIX, INC.
-$8.3M
26,913
-12%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$8.0M
131,562
-27%
减持
APD
AIR PRODUCTS AND CHEMICALS, INC.
-$7.8M
39,084
-32%
增持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-$7.7M
213,168
+1%
增持
—
MEDTRONIC PLC
+$7.6M
631,312
+5%
减持
OBDC
OWL ROCK CAPITAL CORPORATION
-$7.5M
711,541
-44%
增持
DHR
DANAHER CORPORATION
-$7.3M
221,538
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
+$7.3M
729,619
-3%
增持
CFG
CITIZENS FINANCIAL GROUP, INC.
+$7.2M
207,772
+335%
增持
IFF
INTERNATIONAL FLAVORS & FRAGRANCES INC.
-$7.0M
367,060
+0%
减持
GOOG
ALPHABET INC. CLASS C
-$7.0M
53,118
-1%
减持
—
LAM RESEARCH CORPORATION
-$6.9M
19,281
-20%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$6.9M
673,044
-3%
减持
NDAQ
NASDAQ, INC.
-$6.7M
199,094
-1%
清仓
RSPF
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF
-$6.7M
0
-100%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$6.7M
1,578,200
+96%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$6.6M
2,695,464
-1%
建仓
INTA
INTAPP, INC.
+$6.4M
267,725
增持
—
UNILEVER PLC SPONSORED ADR
-$6.3M
1,206,223
+6%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$6.3M
341,492
-1%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$6.2M
995,561
-6%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$6.1M
311,548
-23%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$6.0M
182,476
+28%
增持
ISRG
INTUITIVE SURGICAL, INC.
-$6.0M
141,556
+4%
增持
KKR
KKR & CO. INC.
-$5.9M
403,045
+2%
增持
PFE
PFIZER INC.
-$5.8M
884,849
+1%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$5.7M
535,319
-10%
建仓
AES
AES CORPORATION
+$5.7M
220,766
增持
DHI
D.R. HORTON, INC.
-$5.7M
187,761
+4%
减持
CPRT
COPART, INC.
-$5.6M
201,936
-1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$5.4M
1,089,927
-4%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$5.4M
831,264
-4%
减持
NEE
NEXTERA ENERGY, INC.
-$5.3M
565,399
-1%
减持
GD
GENERAL DYNAMICS CORPORATION
+$5.3M
263,207
-6%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$5.3M
697,856
+13%
减持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$5.3M
1,614,570
-4%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$5.3M
734,336
+87%
减持
PYPL
PAYPAL HOLDINGS, INC.
-$5.2M
23,996
-43%
减持
ADP
AUTOMATIC DATA PROCESSING, INC.
-$5.2M
187,605
-3%
减持
NVO
NOVO NORDISK A/S SPONSORED ADR CLASS B
-$5.2M
764,315
-5%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$5.1M
758,159
+20%
减持
JKHY
JACK HENRY & ASSOCIATES, INC.
+$5.1M
196,574
-2%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$5.1M
528,440
-2%
减持
OKE
ONEOK, INC.
+$5.0M
603,491
-6%
增持
EL
ESTEE LAUDER COMPANIES INC. CLASS A
-$5.0M
54,265
+2%
清仓
—
XILINX, INC.
-$5.0M
0
-100%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$4.9M
482,800
-6%
减持
DE
DEERE & COMPANY
+$4.9M
71,593
-1%
减持
LNT
ALLIANT ENERGY CORP
-$4.9M
83,609
-49%
减持
—
EATON CORP. PLC
-$4.9M
206,803
-1%
增持
COP
CONOCOPHILLIPS
+$4.8M
127,321
+16%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$4.7M
130,584
+6%
减持
SOXX
ISHARES SEMICONDUCTOR ETF
-$4.7M
64,199
-1%
增持
CRM
SALESFORCE, INC.
-$4.6M
132,826
+3%
减持
ORCL
ORACLE CORPORATION
-$4.6M
806,070
-1%
减持
ALGN
ALIGN TECHNOLOGY, INC.
-$4.6M
20,061
-1%
减持
SQ
BLOCK INC CLASS A
-$4.6M
16,022
-62%
建仓
SHEL
SHELL PLC SPONSORED ADR
+$4.5M
82,795
增持
DLR
DIGITAL REALTY TRUST, INC.
-$4.5M
143,173
+2%
增持
—
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF
+$4.4M
817,563
+33%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF
-$4.4M
272,433
-13%
增持
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
+$4.4M
167,385
+110%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$4.4M
255,028
-6%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$4.4M
629,047
-4%
增持
AMT
AMERICAN TOWER CORPORATION
-$4.3M
137,305
+3%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$4.3M
522,336
-10%
减持
UNP
UNION PACIFIC CORPORATION
+$4.3M
306,163
-3%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$4.3M
324,644
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR
-$4.3M
249,890
-1%
增持
ITW
ILLINOIS TOOL WORKS INC.
-$4.3M
117,612
+1%
减持
CVS
CVS HEALTH CORPORATION
-$4.2M
651,260
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC.
-$4.2M
57,245
+0%
减持
WFC
WELLS FARGO & COMPANY
-$4.2M
377,455
-19%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$4.1M
4,982,998
+6%
增持
GXO
GXO LOGISTICS INC
-$4.1M
238,119
+3%
增持
WAT
WATERS CORPORATION
-$4.1M
65,813
+0%
增持
V
VISA INC. CLASS A
+$4.0M
633,216
+1%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$3.9M
638,902
-13%
增持
VALE
VALE S.A. SPONSORED ADR
+$3.8M
507,491
+13%
减持
NOW
SERVICENOW, INC.
-$3.7M
4,948
-50%
增持
CAT
CATERPILLAR INC.
+$3.7M
165,103
+3%
清仓
RSPH
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
-$3.7M
0
-100%
增持
BIIB
BIOGEN INC.
+$3.7M
199,819
+25%
减持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$3.6M
551,061
-3%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$3.6M
1,003,574
+101%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$3.6M
417,976
-6%
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$3.6M
1,293,171
-4%
清仓
RSPN
INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
-$3.5M
0
-100%
减持
—
AVALARA INC
-$3.5M
118,958
-0%
