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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 5
增持 32
减持 110
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$924.7M
2,074,884
-81%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$666.4M
9,739,909
+1099%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$344.3M
4,688,337
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。
+168667%
增持
VOO
VANGUARD S&P 500 ETF
+$77.5M
3,731,865
+13%
减持
BNL
BROADSTONE NET LEASE, INC.
-$77.5M
10,458,301
-11%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$60.3M
4,546,571
-13%
减持
AAPL
APPLE INC.
-$52.3M
3,614,476
-10%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$45.7M
9,741,124
+3%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$44.5M
22,612,188
-3%
减持
VTV
VANGUARD VALUE ETF
-$41.3M
3,374,354
-3%
减持
MSFT
MICROSOFT CORPORATION
-$36.2M
1,174,614
-3%
增持
IVV
ISHARES CORE S&P 500 ETF
-$29.5M
1,514,465
+0%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$28.9M
467,550
-42%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$25.9M
3,927,043
+20%
增持
NKE
NIKE, INC. CLASS B
-$25.1M
1,395,932
+1%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$24.6M
5,867,047
-3%
清仓
—
Jacobs Engineering Group Inc.
-$23.0M
0
-100%
增持
GOOGL
ALPHABET INC. CLASS A
-$22.1M
1,286,594
+1831%
增持
GOOG
ALPHABET INC. CLASS C
-$20.1M
1,040,111
+1795%
减持
MBB
ISHARES MBS ETF
-$19.8M
2,187,135
-3%
减持
—
EATON CORP. PLC
-$19.6M
47,045
-77%
建仓
J
JACOBS SOLUTIONS INC.
+$19.5M
179,834
增持
—
PIONEER NATURAL RESOURCES COMPANY
+$18.7M
100,151
+652%
减持
ABBV
ABBVIE, INC.
-$18.6M
503,993
-10%
清仓
—
GSK plc Sponsored ADR
-$18.5M
0
-100%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
-$18.4M
6,792,602
-4%
减持
ADBE
ADOBE INCORPORATED
-$18.3M
158,211
-6%
减持
VZ
VERIZON COMMUNICATIONS INC.
-$17.1M
1,029,962
-7%
减持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$17.1M
1,138,926
-23%
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$15.3M
888,862
-22%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$15.0M
1,683,201
+2%
减持
V
VISA INC. CLASS A
-$14.5M
627,224
-2%
减持
NVDA
NVIDIA CORPORATION
-$13.4M
217,271
-17%
减持
JNJ
JOHNSON & JOHNSON
-$13.1M
623,543
-4%
减持
ABT
ABBOTT LABORATORIES
-$12.7M
573,290
-9%
减持
BIIB
BIOGEN INC.
+$12.5M
201,530
-1%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$12.3M
8,644,940
+2%
减持
INTC
INTEL CORPORATION
-$12.3M
756,182
-11%
清仓
—
II-VI Incorporated
-$11.4M
0
-100%
减持
NVO
NOVO NORDISK A/S SPONSORED ADR CLASS B
-$11.4M
659,552
-5%
增持
VUG
VANGUARD GROWTH ETF
-$11.2M
1,561,985
+1%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$11.1M
638,063
-24%
增持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
-$10.9M
2,800,378
+5%
减持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
-$10.7M
696,921
-1%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$10.6M
2,572,247
-3%
建仓
GSK
GSK PLC SPONSORED ADR
+$10.6M
361,540
减持
IFF
INTERNATIONAL FLAVORS & FRAGRANCES INC.
-$10.4M
366,832
-0%
减持
—
ACCENTURE PLC CLASS A
-$10.3M
346,578
-3%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$10.2M
465,291
-21%
减持
QCOM
QUALCOMM INCORPORATED
-$10.1M
507,925
-4%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$10.1M
860,220
-11%
减持
SPGI
S&P GLOBAL, INC.
-$9.1M
185,942
-5%
建仓
COHR
COHERENT CORP.
+$8.9M
255,266
减持
SBUX
STARBUCKS CORPORATION
+$8.7M
1,536,799
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$8.6M
32,187
-49%
减持
PEP
PEPSICO, INC.
-$8.6M
560,498
-7%
减持
ORCL
ORACLE CORPORATION
-$8.6M
798,904
-3%
减持
PG
PROCTER & GAMBLE COMPANY
-$8.6M
337,065
-5%
减持
JPM
JPMORGAN CHASE & CO.
-$8.5M
736,286
-3%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$8.4M
53,690
-67%
减持
ISRG
INTUITIVE SURGICAL, INC.
-$7.9M
143,454
-17%
减持
CSCO
CISCO SYSTEMS, INC.
-$7.9M
1,735,414
-4%
增持
PFE
PFIZER INC.
-$7.7M
927,751
+1%
增持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$7.6M
2,314,464
+7%
减持
ITW
ILLINOIS TOOL WORKS INC.
-$7.6M
114,140
-26%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$7.4M
1,571,148
+10%
增持
TTEC
TTEC HOLDINGS, INC.
-$7.4M
400,044
+8%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$7.4M
343,744
-42%
减持
CME
CME GROUP INC. CLASS A
-$7.3M
226,237
-2%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$7.2M
783,411
-3%
减持
—
EXXON MOBIL CORPORATION
-$6.9M
1,288,383
-8%
减持
FTSL
FIRST TRUST SENIOR LOAN FUND
-$6.9M
436,045
-26%
减持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$6.9M
156,811
-47%
减持
BDX
BECTON, DICKINSON AND COMPANY
-$6.9M
273,960
-1%
增持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$6.9M
994,912
+25%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$6.8M
949,287
-8%
减持
MA
MASTERCARD INCORPORATED CLASS A
-$6.7M
202,283
-1%
增持
BALL
BALL CORPORATION
-$6.6M
338,655
+1%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
-$6.6M
637,504
-1%
减持
UNP
UNION PACIFIC CORPORATION
-$6.5M
303,581
-1%
减持
SCCO
SOUTHERN COPPER CORPORATION
-$6.3M
5,930
-96%
减持
SPMB
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
-$6.3M
1,302,274
-13%
减持
AVTR
AVANTOR, INC.
-$6.3M
288,069
-25%
减持
META
META PLATFORMS INC. CLASS A
-$6.3M
204,682
-3%
减持
—
STERIS PLC
-$6.2M
153,991
-0%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$6.1M
128,266
+201%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$6.0M
564,685
-26%
减持
UPS
UNITED PARCEL SERVICE, INC. CLASS B
-$6.0M
181,953
-6%
增持
AMT
AMERICAN TOWER CORPORATION
-$5.8M
142,477
+0%
减持
SPY
SPDR S&P 500 ETF TRUST
-$5.7M
175,444
-3%
减持
HD
HOME DEPOT, INC.
-$5.6M
459,333
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC.
-$5.4M
55,776
-10%
增持
—
MEDTRONIC PLC
-$5.2M
660,457
+1%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$5.1M
1,504,882
-2%
减持
ACWI
ISHARES MSCI ACWI ETF
-$4.9M
305,856
-11%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$4.9M
66,037
+206%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$4.8M
1,056,122
-0%
减持
T
AT&T INC.
-$4.8M
509,807
-15%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$4.7M
453,108
-11%
增持
FIS
FIDELITY NATIONAL INFORMATION SERVICES, INC.
-$4.7M
306,946
+1%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$4.6M
586,547
-4%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$4.6M
451,499
-14%
减持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
-$4.6M
402,696
-2%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$4.6M
519,591
-4%
减持
MDLZ
MONDELEZ INTERNATIONAL, INC. CLASS A
-$4.2M
346,415
-7%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$4.2M
107,184
+80%
建仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$4.2M
41,816
减持
AVGO
BROADCOM INC.
-$4.2M
75,070
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
-$4.2M
156,160
-3%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$4.1M
353,946
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR
-$4.1M
238,048
-5%
减持
WAT
WATERS CORPORATION
-$4.1M
65,580
-0%
减持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$4.1M
490,408
-6%
增持
DLR
DIGITAL REALTY TRUST, INC.
-$4.1M
151,000
+3%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$4.0M
311,281
-2%
减持
EMR
EMERSON ELECTRIC CO.
-$4.0M
315,797
-7%
减持
PHM
PULTEGROUP, INC.
-$3.9M
5,709
-95%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$3.9M
249,378
-5%
建仓
DOCS
DOXIMITY, INC. CLASS A
+$3.9M
127,540
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$3.7M
77,253
-27%
减持
MMM
3M COMPANY
-$3.7M
99,016
-12%
减持
BAC
BANK OF AMERICA CORP
-$3.7M
482,114
-18%
减持
NTRS
NORTHERN TRUST CORPORATION
-$3.7M
46,744
-41%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$3.6M
168,732
-26%
增持
ARES
ARES MANAGEMENT CORPORATION
+$3.6M
653,867
+1%
减持
MRK
MERCK & CO., INC.
-$3.5M
530,712
-2%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$3.5M
620,201
-5%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$3.5M
460,285
-7%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$3.5M
181,185
-7%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$3.5M
371,501
-2%
减持
LITE
LUMENTUM HOLDINGS, INC.
-$3.5M
19,688
-68%
减持
KO
COCA-COLA COMPANY
-$3.5M
316,475
-6%
减持
GD
GENERAL DYNAMICS CORPORATION
-$3.4M
239,098
-2%
减持
KMX
CARMAX, INC.
-$3.3M
47,178
-33%
增持
NDAQ
NASDAQ, INC.
+$3.3M
592,073
+198%
增持
NWL
NEWELL BRANDS INC
-$3.3M
735,276
+4%
增持
CCI
CROWN CASTLE INC.
-$3.2M
137,248
+0%
减持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
-$3.2M
471,081
-2%
减持
—
ATLANTICA SUSTAINABLE INFRASTRUCTURE PLC
-$3.1M
461,471
-3%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF
-$3.0M
202,554
-13%
减持
CRM
SALESFORCE, INC.
-$3.0M
131,763
-1%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$3.0M
698,216
-2%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$3.0M
871,834
+10%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$3.0M
150,192
-5%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$3.0M
421,124
-3%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$3.0M
294,219
-8%
减持
VPL
VANGUARD FTSE PACIFIC ETF
-$3.0M
398,309
-2%
减持
SDY
SPDR S&P DIVIDEND ETF
-$2.9M
373,589
-1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$2.9M
335,019
-1%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$2.9M
664,374
-5%
