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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 3
增持 60
减持 81
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VOO
Vanguard S&P 500 ETF
+$201.1M
4,059,497
+9%
增持
IEFA
iShares Core MSCI EAFE ETF
+$102.2M
9,982,328
+2%
增持
BSV
Vanguard Short-Term Bond ETF
+$53.8M
10,395,538
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。
+7%
增持
—
Medtronic Plc
+$53.6M
1,376,212
+108%
减持
GOVT
iShares U.S. Treasury Bond ETF
-$44.1M
20,709,072
-8%
增持
IVV
iShares Core S&P 500 ETF
+$43.0M
1,525,580
+1%
增持
ACWI
iShares MSCI ACWI ETF
+$42.3M
778,904
+155%
减持
AAPL
Apple Inc.
-$41.4M
3,526,164
-2%
减持
VTV
Vanguard Value ETF
+$35.7M
3,222,633
-4%
减持
NKE
NIKE, Inc. Class B
-$32.9M
710,674
-49%
增持
—
STERIS Plc
+$32.7M
315,570
+105%
增持
BND
Vanguard Total Bond Market ETF
+$29.9M
469,282
+774%
减持
AMZN
Amazon.com, Inc.
-$29.2M
786,724
-7%
建仓
FSV
FirstService Corp
+$28.5M
232,644
增持
BIV
Vanguard Intermediate-Term Bond ETF
+$26.9M
4,996,788
+7%
减持
UNP
Union Pacific Corporation
-$26.0M
159,969
-47%
减持
AGG
iShares Core U.S. Aggregate Bond ETF
-$25.9M
1,793,624
-14%
增持
CVX
Chevron Corporation
+$24.8M
684,625
+0%
增持
IJR
iShares Core S&P Small Cap ETF
+$23.8M
1,997,534
+5%
减持
MSFT
Microsoft Corporation
-$23.1M
1,044,484
-11%
清仓
—
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF
-$21.0M
0
-100%
减持
JPM
JPMorgan Chase & Co.
+$21.0M
730,184
-1%
减持
PCAR
PACCAR Inc
-$20.2M
13,384
-95%
减持
TSLA
Tesla Inc
-$20.0M
110,225
-13%
减持
VMBS
Vanguard Mortgage-Backed Securities ETF
-$19.8M
11,710
-97%
增持
JNK
SPDR Bloomberg High Yield Bond ETF
+$19.4M
2,474,527
+7%
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
+$19.2M
627,649
-5%
增持
—
Chubb Limited
+$19.1M
122,698
+181%
减持
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
-$17.3M
6,518,965
-4%
增持
—
ASML Holding NV ADR
+$16.9M
50,578
+96%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
+$16.6M
4,539,507
-0%
减持
V
Visa Inc. Class A
+$16.5M
615,714
-2%
减持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
-$16.5M
5,388,630
-8%
增持
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
+$16.4M
210,819
+571%
增持
VBR
Vanguard Small Cap Value ETF
+$16.2M
985,686
+1%
增持
HEFA
iShares Currency Hedged MSCI EAFE ETF
-$16.1M
8,974,046
+4%
减持
ORCL
Oracle Corporation
+$15.6M
787,585
-1%
减持
GILD
Gilead Sciences, Inc.
+$15.5M
693,854
-3%
增持
CSCO
Cisco Systems, Inc.
+$15.4M
1,780,785
+3%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$15.3M
256,266
-45%
减持
HD
Home Depot, Inc.
+$14.6M
447,643
-3%
增持
SHY
iShares 1-3 Year Treasury Bond ETF
+$14.1M
641,946
+37%
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$13.8M
392,843
-2%
减持
BNL
Broadstone Net Lease, Inc.
-$13.6M
9,182,020
-12%
增持
VNQI
Vanguard Global ex-U.S. Real Estate ETF
+$13.5M
2,910,720
+4%
增持
CAT
Caterpillar Inc.
+$13.4M
171,060
+2%
增持
MRK
Merck & Co., Inc.
+$13.3M
532,097
+0%
减持
LMBS
First Trust Low Duration Opportunities ETF
-$13.2M
858,816
-25%
增持
—
Invesco BulletShares 2024 High Yield Corporate Bond ETF
+$13.2M
611,971
+3835%
增持
MA
Mastercard Incorporated Class A
+$13.2M
203,231
+0%
增持
SPY
SPDR S&P 500 ETF Trust
+$13.0M
197,723
+13%
减持
FTSM
First Trust Enhanced Short Maturity ETF
-$12.6M
674,467
-24%
减持
VUG
Vanguard Growth ETF
-$11.9M
1,512,533
-3%
减持
MBB
iShares MBS ETF
-$11.6M
2,034,063
-7%
减持
META
Meta Platforms Inc. Class A
-$11.4M
135,839
-34%
减持
RTX
Raytheon Technologies Corporation
+$11.2M
676,714
-3%
增持
GVI
iShares Intermediate Government/Credit Bond ETF
+$11.2M
256,185
+73%
清仓
—
AVALARA INC
-$10.9M
0
-100%
增持
—
Check Point Software Technologies Ltd.
+$10.9M
159,660
+93%
减持
ABBV
AbbVie, Inc.
+$10.1M
480,760
-5%
增持
VNQ
Vanguard Real Estate ETF
+$10.0M
1,757,374
+4%
减持
DIS
Walt Disney Company
-$10.0M
715,086
-6%
增持
—
BlackRock, Inc.
+$9.8M
59,158
+1%
减持
GOOG
Alphabet Inc. Class C
-$9.8M
1,016,278
-2%
减持
INTC
Intel Corporation
-$9.5M
378,101
-50%
清仓
—
BROOKFIELD ASSET MANAGEMENT INC. CLASS A
-$9.3M
0
-100%
减持
ISRG
Intuitive Surgical, Inc.
+$9.1M
135,793
-5%
增持
BDX
Becton, Dickinson and Company
+$8.7M
274,354
+0%
增持
GOOGL
Alphabet Inc. Class A
-$8.7M
1,296,046
+1%
减持
AVGO
Broadcom Inc.
+$8.2M
74,361
-1%
增持
EOG
EOG Resources, Inc.
+$8.0M
181,702
+31%
增持
ITOT
iShares Core S&P Total U.S. Stock Market ETF
+$7.9M
488,260
+16%
减持
—
Unilever PLC Sponsored ADR
+$7.9M
1,240,367
-0%
减持
—
Exxon Mobil Corporation
+$7.8M
1,090,383
-15%
减持
OKE
ONEOK, Inc.
+$7.6M
530,342
-0%
增持
EMR
Emerson Electric Co.
+$7.5M
318,847
+1%
增持
PFE
Pfizer Inc.
+$7.5M
937,965
+1%
增持
WFC
Wells Fargo & Company
+$7.4M
559,773
+44%
减持
SCHG
Schwab U.S. Large-Cap Growth ETF
-$7.4M
819,978
-14%
减持
PEP
PepsiCo, Inc.
+$7.3M
547,026
-2%
增持
WMT
Walmart Inc.
+$7.2M
586,491
+0%
增持
DE
Deere & Company
+$7.1M
71,052
+2%
减持
JNJ
Johnson & Johnson
+$6.8M
615,153
-1%
减持
SCHF
Schwab International Equity ETF
+$6.8M
2,455,989
-5%
减持
CRM
Salesforce, Inc.
-$6.7M
92,248
-30%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$6.6M
1,073,270
+2%
增持
SYK
Stryker Corporation
+$6.6M
150,676
+1%
减持
—
ICON Plc
-$6.6M
4,533
-89%
减持
ADBE
Adobe Incorporated
+$6.4M
148,382
-6%
增持
IFF
International Flavors & Fragrances Inc.
+$6.4M
378,422
+3%
减持
TSCO
Tractor Supply Company
+$5.9M
167,304
-2%
增持
SGOV
iShares 0-3 Month Treasury Bond ETF
+$5.8M
99,375
+138%
增持
TTEC
TTEC Holdings, Inc.
+$5.7M
531,763
+33%
减持
GD
General Dynamics Corporation
+$5.7M
227,351
-5%
减持
COST
Costco Wholesale Corporation
-$5.6M
217,155
-2%
增持
—
Invesco BulletShares 2023 High Yield Corporate Bond ETF
+$5.6M
840,487
+37%
增持
TJX
TJX Companies Inc
+$5.5M
158,030
+39%
减持
SPGI
S&P Global, Inc.
+$5.4M
185,747
-0%
减持
VZ
Verizon Communications Inc.
-$5.3M
856,842
-17%
减持
GS
Goldman Sachs Group, Inc.
-$5.3M
1,467
-93%
增持
SDY
SPDR S&P Dividend ETF
+$5.3M
374,961
+0%
增持
MDLZ
Mondelez International, Inc. Class A
+$5.2M
362,381
+5%
减持
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
-$5.1M
1,050,977
-19%
减持
ABT
Abbott Laboratories
+$5.1M
551,953
-4%
增持
VTI
Vanguard Total Stock Market ETF
+$5.1M
318,822
+2%
减持
MUB
iShares National Muni Bond ETF
-$4.9M
1,017,003
-7%
减持
IJH
iShares Core S&P Mid-Cap ETF
+$4.8M
323,574
-3%
减持
FTSL
First Trust Senior Loan Fund
-$4.8M
323,349
-26%
减持
—
Thomson Reuters Corporation
+$4.8M
560,788
-3%
建仓
BN
Brookfield Corporation
+$4.7M
150,080
增持
AIG
American International Group, Inc.
+$4.7M
225,830
+12%
减持
WAT
Waters Corporation
+$4.7M
65,272
-0%
增持
ITW
Illinois Tool Works Inc.
+$4.7M
114,740
+1%
减持
PG
Procter & Gamble Company
+$4.6M
311,374
-8%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$4.6M
531,774
-17%
减持
SCHB
Schwab U.S. Broad Market ETF
-$4.6M
520,381
-22%
减持
AFL
Aflac Incorporated
+$4.6M
311,663
-2%
增持
ACWX
iShares MSCI ACWI ex U.S. ETF
+$4.4M
103,412
+1513%
减持
MINT
PIMCO Enhanced Short Maturity Active ETF
-$4.3M
159,274
-21%
减持
XPO
XPO, Inc.
-$4.3M
240,612
-13%
减持
BA
Boeing Company
+$4.3M
73,706
-9%
减持
XLV
Health Care Select Sector SPDR Fund
+$4.2M
361,854
-3%
减持
IAGG
iShares Core International Aggregate Bond ETF
-$4.1M
259,837
-24%
减持
UPS
United Parcel Service, Inc. Class B
-$4.0M
145,823
-20%
增持
CTVA
Corteva Inc
+$3.9M
101,766
+183%
减持
SLB
Schlumberger NV
+$3.9M
225,785
-1%
增持
UNH
UnitedHealth Group Incorporated
+$3.8M
142,343
+0%
减持
—
Atlantica Sustainable Infrastructure plc
-$3.8M
320,496
-31%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$3.8M
1,496,418
-5%
减持
AMGN
Amgen Inc.
+$3.8M
133,145
-4%
增持
HYD
VanEck High Yield Muni ETF
+$3.7M
79,452
+1161%
减持
DHI
D.R. Horton, Inc.
+$3.7M
186,703
-3%
清仓
—
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF
-$3.7M
0
-100%
减持
JACK
Jack in the Box Inc.
-$3.7M
45,086
-50%
清仓
—
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF
-$3.6M
0
-100%
增持
SHV
iShares Short Treasury Bond ETF
+$3.6M
98,595
+49%
增持
DES
WisdomTree U.S. SmallCap Dividend Fund
+$3.5M
1,131,017
+2%
增持
CMF
iShares California Muni Bond ETF
+$3.5M
142,165
+72%
清仓
—
ATLASSIAN CORP CLASS A
-$3.5M
0
-100%
建仓
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
+$3.5M
137,604
减持
LMT
Lockheed Martin Corporation
+$3.4M
36,804
-2%
减持
ARES
Ares Management Corporation
+$3.4M
641,910
-2%
减持
QQQ
Invesco QQQ Trust
-$3.4M
118,900
-9%
减持
VGIT
Vanguard Intermediate-Term Treasury ETF
-$3.4M
400,651
-13%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
+$3.4M
744,256
-5%
增持
PEY
Invesco High Yield Equity Dividend Achievers ETF
+$3.2M
1,405,737
+1%
增持
ROP
Roper Technologies, Inc.
+$3.2M
43,369
+1%
减持
SBUX
Starbucks Corporation
-$3.2M
1,272,874
-17%
减持
NOC
Northrop Grumman Corp.
+$3.2M
57,768
-4%
增持
LAMR
Lamar Advertising Company Class A
+$3.2M
235,891
+2%
