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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 2
增持 70
减持 76
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
IVV
iShares Core S&P 500 ETF
-$115.3M
1,510,331
-0%
增持
AAPL
Apple Inc.
-$104.6M
4,036,222
+7%
减持
VUG
Vanguard Growth ETF
-$103.9M
1,549,473
-1%
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
VOO
Vanguard S&P 500 ETF
-$92.6M
3,308,424
+11%
增持
IEFA
iShares Core MSCI EAFE ETF
-$78.9M
9,495,471
+3%
减持
VTV
Vanguard Value ETF
-$71.5M
3,472,767
-3%
减持
GOVT
iShares U.S. Treasury Bond ETF
-$61.2M
23,395,864
-6%
增持
MSFT
Microsoft Corporation
-$45.1M
1,206,283
+5%
增持
NKE
NIKE, Inc. Class B
-$44.3M
1,380,638
+0%
减持
BNL
Broadstone Net Lease, Inc.
-$42.4M
11,698,695
-10%
减持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
-$41.1M
6,029,810
-5%
增持
AMZN
Amazon.com, Inc.
-$38.3M
876,435
+2075%
减持
VRSK
Verisk Analytics Inc
-$34.5M
1,864
-99%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$34.1M
410,848
-1%
增持
GOOGL
Alphabet Inc. Class A
-$33.3M
66,632
+4%
增持
—
Thomson Reuters Corporation
+$32.8M
589,750
+124%
增持
WMT
Walmart Inc.
+$31.7M
607,880
+114%
减持
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
-$29.0M
7,060,477
-3%
增持
GOOG
Alphabet Inc. Class C
-$28.3M
54,900
+3%
增持
VNQ
Vanguard Real Estate ETF
-$27.0M
1,645,489
+1%
建仓
IEI
iShares 3-7 Year Treasury Bond ETF
+$26.7M
223,711
减持
COST
Costco Wholesale Corporation
-$26.7M
222,592
-4%
增持
NVDA
NVIDIA Corporation
-$24.9M
262,703
+11%
减持
MBB
iShares MBS ETF
-$24.9M
2,257,137
-6%
减持
ITB
iShares U.S. Home Construction ETF
-$23.1M
22,373
-95%
减持
TSLA
Tesla Inc
-$22.8M
50,527
-4%
增持
DIS
Walt Disney Company
-$21.8M
771,680
+12%
增持
MRK
Merck & Co., Inc.
+$21.1M
540,194
+57%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
-$21.1M
5,212,758
+5%
减持
SCHG
Schwab U.S. Large-Cap Growth ETF
-$19.2M
1,031,657
-2%
增持
VBR
Vanguard Small Cap Value ETF
-$18.5M
955,346
+4%
增持
UNP
Union Pacific Corporation
-$18.0M
307,713
+1%
增持
CSCO
Cisco Systems, Inc.
-$18.0M
1,812,156
+6%
减持
VGSH
Vanguard Short-Term Treasury ETF
-$17.6M
227,204
-57%
增持
VNQI
Vanguard Global ex-U.S. Real Estate ETF
-$16.1M
2,659,650
+3%
减持
SCHX
Schwab U.S. Large-Cap ETF
-$16.1M
1,542,055
-2%
减持
SCHF
Schwab International Equity ETF
-$16.0M
2,639,198
-2%
减持
CVX
Chevron Corporation
-$15.5M
693,124
-3%
减持
IJT
iShares S&P Small-Cap 600 Growth ETF
-$15.4M
610,329
-4%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$15.3M
337,537
-1%
增持
VBK
Vanguard Small-Cap Growth ETF
-$15.2M
305,844
+1%
增持
ARES
Ares Management Corporation
-$15.0M
649,410
+2%
增持
V
Visa Inc. Class A
-$14.5M
639,680
+1%
增持
AGG
iShares Core U.S. Aggregate Bond ETF
-$14.1M
11,059,659
+4%
增持
CTSH
Cognizant Technology Solutions Corporation Class A
-$14.1M
640,954
+0%
增持
SPGI
S&P Global, Inc.
-$14.1M
195,535
+0%
减持
SPY
SPDR S&P 500 ETF Trust
-$14.0M
181,158
-1%
减持
—
Exxon Mobil Corporation
-$13.6M
1,394,633
-13%
增持
JPM
JPMorgan Chase & Co.
-$13.4M
758,791
+5%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$13.3M
806,887
-3%
减持
FDN
First Trust Dow Jones Internet Index Fund
-$13.1M
212,431
-0%
减持
OKE
ONEOK, Inc.
-$12.9M
536,242
-11%
增持
META
Meta Platforms Inc. Class A
-$12.8M
211,037
+0%
减持
VGK
Vanguard FTSE Europe ETF
-$12.6M
32,726
-86%
增持
EOG
EOG Resources, Inc.
+$12.6M
131,756
+689%
减持
BDX
Becton, Dickinson and Company
-$12.4M
275,611
-9%
减持
IVW
iShares S&P 500 Growth ETF
-$12.0M
653,026
-3%
清仓
OTEX
OPEN TEXT CORPORATION
-$11.7M
0
-100%
减持
AVGO
Broadcom Inc.
-$11.6M
77,217
-1%
增持
—
Medtronic Plc
-$11.5M
651,808
+3%
增持
ADBE
Adobe Incorporated
-$11.2M
168,797
+5%
增持
SBUX
Starbucks Corporation
-$11.2M
1,581,343
+9%
减持
QQQ
Invesco QQQ Trust
-$11.1M
134,674
-0%
增持
QCOM
Qualcomm Incorporated
-$10.8M
528,523
+3%
减持
SCHV
Schwab U.S. Large-Cap Value ETF
-$10.7M
967,753
-3%
减持
ITOT
iShares Core S&P Total U.S. Stock Market ETF
-$10.2M
435,215
-6%
减持
SYK
Stryker Corporation
-$10.1M
142,969
-1%
减持
GD
General Dynamics Corporation
-$9.3M
244,758
-7%
增持
ORCL
Oracle Corporation
-$9.3M
821,319
+2%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$9.1M
1,059,278
-3%
增持
IWF
iShares Russell 1000 Growth ETF
-$9.1M
158,123
+1%
增持
IJR
iShares Core S&P Small Cap ETF
-$9.0M
1,787,189
+11%
减持
FTSM
First Trust Enhanced Short Maturity ETF
-$9.0M
1,144,903
-11%
减持
TSCO
Tractor Supply Company
-$8.9M
172,519
-5%
建仓
DFUV
Dimensional US Marketwide Value ETF
+$8.9M
280,362
减持
MA
Mastercard Incorporated Class A
-$8.8M
203,707
-0%
增持
SHY
iShares 1-3 Year Treasury Bond ETF
+$8.7M
808,252
+16%
减持
SCHA
Schwab U.S. Small-Cap ETF
-$8.7M
995,892
-1%
增持
—
BlackRock, Inc.
-$8.6M
57,080
+1%
增持
VTI
Vanguard Total Stock Market ETF
-$8.5M
317,221
+6%
减持
SCHB
Schwab U.S. Broad Market ETF
-$8.4M
696,438
-5%
减持
SOXX
iShares Semiconductor ETF
-$8.3M
63,186
-2%
增持
DE
Deere & Company
-$8.2M
72,054
+1%
减持
NFLX
Netflix, Inc.
-$8.1M
11,414
-58%
减持
GSST
Goldman Sachs Access Ultra Short Bond ETF
-$8.0M
7,673
-95%
减持
LMBS
First Trust Low Duration Opportunities ETF
-$8.0M
1,470,709
-9%
增持
ISRG
Intuitive Surgical, Inc.
-$7.9M
173,178
+22%
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
-$7.8M
691,650
-10%
增持
SHM
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+$7.8M
3,281,620
+5%
减持
ABNB
Airbnb, Inc. Class A
-$7.7M
49,486
-30%
增持
IYW
iShares U.S. Technology ETF
-$7.4M
326,034
+0%
增持
CME
CME Group Inc. Class A
-$7.2M
231,452
+1%
减持
VB
Vanguard Small-Cap ETF
-$7.2M
181,040
-2%
减持
IUSG
iShares Core S&P U.S. Growth ETF
-$7.2M
236,268
-7%
增持
AXP
American Express Company
-$7.1M
149,345
+0%
减持
MPT
Medical Properties Trust, Inc.
-$7.1M
134,008
-69%
减持
CVS
CVS Health Corporation
-$7.1M
635,136
-2%
增持
BALL
Ball Corporation
-$7.0M
334,556
+0%
减持
—
STERIS Plc
-$6.9M
154,262
-4%
增持
CAT
Caterpillar Inc.
-$6.8M
168,009
+2%
增持
INTC
Intel Corporation
-$6.7M
849,427
+9%
减持
IVE
iShares S&P 500 Value ETF
-$6.7M
261,418
-5%
减持
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
-$6.3M
454,233
-6%
增持
LAMR
Lamar Advertising Company Class A
-$6.3M
230,568
+1%
增持
CRM
Salesforce, Inc.
-$6.2M
133,132
+0%
增持
HD
Home Depot, Inc.
-$6.0M
482,700
+4%
增持
JNK
SPDR Bloomberg High Yield Bond ETF
-$6.0M
2,157,242
+10%
减持
IEUR
iShares Core MSCI Europe ETF
-$5.9M
522,249
-5%
增持
BND
Vanguard Total Bond Market ETF
+$5.8M
162,334
+102%
减持
AJG
Arthur J. Gallagher & Co.
-$5.8M
221,643
-8%
增持
UNH
UnitedHealth Group Incorporated
+$5.8M
140,896
+8%
增持
GXO
GXO Logistics Inc
-$5.7M
260,212
+9%
增持
INTU
Intuit Inc.
-$5.7M
76,176
+4%
增持
TSM
Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR
-$5.6M
250,244
+0%
清仓
SHOP
SHOPIFY, INC. CLASS A
-$5.5M
0
-100%
减持
—
Eaton Corp. Plc
-$5.5M
205,274
-1%
减持
CHRW
C.H. Robinson Worldwide, Inc.
-$5.5M
478,900
-5%
减持
JKHY
Jack Henry & Associates, Inc.
-$5.4M
185,260
-6%
增持
IEF
iShares 7-10 Year Treasury Bond ETF
+$5.3M
59,588
+745%
减持
NDAQ
Nasdaq, Inc.
-$5.2M
198,607
-0%
增持
PWB
Invesco Dynamic Large Cap Growth ETF
-$5.2M
382,581
+0%
减持
ADP
Automatic Data Processing, Inc.
-$5.1M
178,875
-5%
减持
IXUS
iShares Core MSCI Total International Stock ETF
-$5.1M
312,514
-9%
减持
SCHM
Schwab U.S. Mid-Cap ETF
-$5.1M
111,609
-30%
减持
BKNG
Booking Holdings Inc.
-$5.0M
5,590
-11%
减持
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
-$5.0M
1,496,537
-8%
增持
TXN
Texas Instruments Incorporated
-$4.9M
208,299
+4%
减持
USMV
iShares MSCI USA Min Vol Factor ETF
-$4.9M
392,177
-6%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$4.9M
834,830
-6%
增持
POOL
Pool Corporation
-$4.9M
74,398
+2%
增持
PRU
Prudential Financial, Inc.
-$4.8M
230,132
+1%
增持
VYM
Vanguard High Dividend Yield Index ETF
+$4.8M
129,901
+73%
减持
IWV
iShares Russell 3000 ETF
-$4.6M
77,003
-6%
减持
VPL
Vanguard FTSE Pacific ETF
-$4.6M
407,056
-1%
增持
XPO
XPO Logistics, Inc.
-$4.6M
278,790
+13%
减持
NEE
NextEra Energy, Inc.
-$4.6M
559,242
-1%
减持
RTX
Raytheon Technologies Corporation
-$4.6M
704,559
-3%
减持
XLC
Communication Services Select Sector SPDR Fund
-$4.5M
185,645
-13%
增持
LOW
Lowe's Companies, Inc.
-$4.5M
204,204
+3%
增持
TTEC
TTEC Holdings, Inc.
-$4.5M
370,669
+3%
减持
FTSL
First Trust Senior Loan Fund
-$4.5M
592,961
-9%
减持
MTCH
Match Group, Inc.
-$4.5M
26,084
-55%
增持
BAC
Bank of America Corp
-$4.5M
585,207
+6%
增持
IFF
International Flavors & Fragrances Inc.
-$4.4M
367,389
+0%
增持
UPS
United Parcel Service, Inc. Class B
-$4.4M
193,883
+4%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$4.4M
586,447
-7%
增持
ABT
Abbott Laboratories
+$4.4M
627,742
+16%
减持
IUSV
iShares Core S&P US Value ETF
-$4.3M
319,750
-6%
减持
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
-$4.3M
105,352
-20%
增持
PAYX
Paychex, Inc.
-$4.3M
194,745
+0%
