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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
增持 149
减持 1
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$1.85B
8,712,955
+115%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$886.5M
21,820,372
+110%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$713.6M
19,878,602
+99%
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
IVV
ISHARES CORE S&P 500 ETF
+$689.6M
3,103,490
+103%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$526.6M
42,649,467
+106%
增持
VUG
VANGUARD GROWTH ETF
+$454.3M
3,113,669
+106%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$435.9M
10,519,882
+111%
增持
AAPL
APPLE INC.
+$411.7M
5,275,290
+50%
增持
VTV
VANGUARD VALUE ETF
+$405.7M
6,213,017
+93%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$349.2M
20,070,596
+124%
增持
MSFT
MICROSOFT CORPORATION
+$306.2M
1,931,008
+85%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$284.7M
10,754,774
+100%
增持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$254.0M
5,135,718
+108%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$249.3M
9,454,585
+108%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$248.3M
13,022,744
+100%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$241.6M
8,926,139
+129%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$214.4M
4,172,207
+109%
增持
MBB
ISHARES MBS ETF
+$205.0M
4,155,599
+104%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$176.5M
3,517,748
+96%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$152.6M
3,582,957
+104%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$147.4M
1,914,236
+94%
增持
V
VISA INC. CLASS A
+$147.2M
1,220,331
+98%
增持
GOOGL
ALPHABET INC. CLASS A
+$146.3M
2,512,772
+94%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$140.7M
2,301,807
+126%
增持
SBUX
STARBUCKS CORPORATION
+$133.9M
2,498,204
+96%
增持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
+$128.0M
6,121,302
+110%
增持
HD
HOME DEPOT, INC.
+$120.7M
888,124
+98%
增持
GOOG
ALPHABET INC. CLASS C
+$117.6M
1,997,358
+97%
增持
—
ACCENTURE PLC CLASS A
+$114.0M
715,189
+111%
增持
COST
COSTCO WHOLESALE CORPORATION
+$113.8M
428,593
+97%
增持
BNL
BROADSTONE NET LEASE, INC.
+$105.6M
14,959,748
+63%
增持
NVO
NOVO NORDISK A/S SPONSORED ADR CLASS B
+$104.3M
1,189,488
+90%
增持
CSCO
CISCO SYSTEMS, INC.
+$101.4M
3,561,750
+100%
增持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
+$96.3M
704,983
+79%
增持
AMZN
AMAZON.COM, INC.
+$93.1M
1,540,902
+96%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$90.0M
4,860,554
+98%
增持
NKE
NIKE, INC. CLASS B
+$88.8M
1,401,941
+97%
增持
DIS
WALT DISNEY COMPANY
+$88.7M
1,506,634
+111%
增持
JPM
JPMORGAN CHASE & CO.
+$88.5M
1,430,257
+96%
增持
WMT
WALMART INC.
+$85.8M
1,145,946
+95%
增持
ADBE
ADOBE INCORPORATED
+$80.8M
339,207
+129%
增持
NVDA
NVIDIA CORPORATION
+$80.2M
391,474
+101%
增持
—
THOMSON REUTERS CORPORATION
+$78.6M
1,095,490
+95%
增持
PEP
PEPSICO, INC.
+$77.5M
967,313
+77%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$77.3M
622,035
+92%
增持
QCOM
QUALCOMM INCORPORATED
+$76.0M
1,035,724
+103%
增持
ORCL
ORACLE CORPORATION
+$75.7M
1,506,989
+91%
增持
ABBV
ABBVIE, INC.
+$75.1M
958,934
+99%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$74.6M
2,973,904
+99%
增持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$71.5M
4,882,450
+371%
增持
—
UNILEVER PLC SPONSORED ADR
+$70.1M
2,552,342
+106%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$70.1M
2,797,084
+94%
增持
MA
MASTERCARD INCORPORATED CLASS A
+$69.8M
386,597
+90%
增持
ARES
ARES MANAGEMENT CORPORATION
+$67.9M
1,340,600
+109%
增持
CVX
CHEVRON CORPORATION
+$67.7M
1,168,285
+71%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$66.2M
586,032
+94%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$64.6M
1,416,162
+90%
增持
JNJ
JOHNSON & JOHNSON
+$62.7M
1,105,584
+80%
增持
SPGI
S&P GLOBAL, INC.
+$61.9M
360,108
+94%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$59.1M
588,416
+85%
增持
RTX
RTX CORP.
+$58.5M
1,294,480
+91%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$57.6M
1,583,226
+93%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$57.0M
1,055,220
+93%
增持
DHR
DANAHER CORPORATION
+$55.5M
474,470
+96%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$53.7M
632,994
+537%
增持
GILD
GILEAD SCIENCES, INC.
+$53.4M
1,361,045
+96%
增持
BIIB
BIOGEN INC.
+$52.3M
379,152
+98%
增持
AVGO
BROADCOM INC.
+$51.9M
145,702
+96%
增持
CME
CME GROUP INC. CLASS A
+$51.6M
466,447
+108%
增持
ABT
ABBOTT LABORATORIES
+$51.3M
1,105,510
+100%
增持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
+$51.2M
945,972
+102%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$51.2M
2,130,592
+99%
增持
MRK
MERCK & CO., INC.
+$49.1M
1,016,401
+91%
增持
SYK
STRYKER CORPORATION
+$48.7M
299,610
+99%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$47.3M
1,209,706
+88%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$46.0M
1,743,236
+106%
增持
GD
GENERAL DYNAMICS CORPORATION
+$45.3M
445,662
+96%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$45.2M
255,321
+79%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$45.1M
727,770
+101%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$44.9M
1,481,996
+87%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
+$44.7M
1,326,394
+110%
增持
SDY
SPDR S&P DIVIDEND ETF
+$43.2M
728,358
+94%
增持
INTU
INTUIT INC.
+$42.8M
163,513
+112%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$42.7M
735,708
+114%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$41.0M
1,905,038
+99%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$40.6M
225,236
+89%
增持
FSV
FIRSTSERVICE CORP
+$40.2M
487,288
+109%
增持
LOW
LOWE'S COMPANIES, INC.
+$40.1M
393,640
+103%
增持
TSCO
TRACTOR SUPPLY COMPANY
+$39.5M
328,192
+96%
增持
META
META PLATFORMS INC. CLASS A
+$38.4M
258,254
+90%
增持
—
BLACKROCK, INC.
+$37.4M
118,612
+101%
增持
SPY
SPDR S&P 500 ETF TRUST
+$37.4M
276,014
+40%
增持
AJG
ARTHUR J. GALLAGHER & CO.
+$36.5M
382,752
+97%
增持
CVS
CVS HEALTH CORPORATION
+$36.4M
1,279,975
+103%
增持
RSG
REPUBLIC SERVICES, INC.
+$36.2M
512,092
+100%
增持
CPRT
COPART, INC.
+$35.4M
792,936
+99%
增持
CRM
SALESFORCE, INC.
+$35.3M
237,881
+158%
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$35.3M
1,043,567
+103%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$34.8M
271,346
+84%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$34.7M
1,066,606
+87%
增持
IFF
INTERNATIONAL FLAVORS & FRAGRANCES INC.
+$34.7M
808,484
+114%
增持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$34.1M
403,042
+95%
增持
NEE
NEXTERA ENERGY, INC.
+$33.8M
1,027,426
+89%
增持
CAT
CATERPILLAR INC.
+$33.3M
324,502
+90%
增持
ITW
ILLINOIS TOOL WORKS INC.
+$33.3M
240,445
+110%
增持
TMO
THERMO FISHER SCIENTIFIC INC.
+$33.2M
111,555
+97%
增持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
+$32.6M
2,269,076
+101%
增持
POOL
POOL CORPORATION
+$32.4M
165,789
+105%
增持
MDLZ
MONDELEZ INTERNATIONAL, INC. CLASS A
+$32.0M
805,681
+122%
增持
OKE
ONEOK, INC.
+$31.9M
1,050,581
+98%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$31.3M
657,771
+195%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$30.8M
797,432
+63%
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$30.7M
807,028
+96%
增持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$30.7M
309,125
+94%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$30.4M
693,203
+1894%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$30.4M
420,120
+83%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$30.0M
258,567
+90%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$29.9M
114,500
+89%
增持
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
+$29.6M
534,029
+108%
增持
VB
VANGUARD SMALL-CAP ETF
+$29.2M
330,792
+81%
增持
TXN
TEXAS INSTRUMENTS INCORPORATED
+$29.0M
331,744
+68%
增持
GIS
GENERAL MILLS, INC.
+$28.8M
655,164
+102%
增持
NDAQ
NASDAQ, INC.
+$28.7M
1,183,692
+102%
增持
BDX
BECTON, DICKINSON AND COMPANY
+$28.5M
397,032
+45%
增持
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF
+$28.5M
1,579,132
+107%
增持
AMT
AMERICAN TOWER CORPORATION
+$28.1M
280,730
+103%
增持
AXP
AMERICAN EXPRESS COMPANY
+$27.9M
304,757
+102%
增持
UNP
UNION PACIFIC CORPORATION
+$27.9M
303,290
+90%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR
+$27.7M
492,074
+103%
增持
SNY
SANOFI SPONSORED ADR
+$27.7M
542,309
+1318%
增持
PEY
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
+$27.5M
2,838,236
+102%
增持
PG
PROCTER & GAMBLE COMPANY
+$27.0M
499,011
+60%
增持
PWB
INVESCO DYNAMIC LARGE CAP GROWTH ETF
+$26.7M
767,380
+98%
增持
DG
DOLLAR GENERAL CORPORATION
+$26.4M
297,827
+102%
增持
PFE
PFIZER INC.
+$26.4M
1,825,043
+95%
增持
VPL
VANGUARD FTSE PACIFIC ETF
+$26.1M
736,208
+99%
增持
KKR
KKR & CO INC
+$25.9M
903,904
+94%
增持
LAMR
LAMAR ADVERTISING COMPANY CLASS A
+$25.2M
475,262
+101%
增持
TMUS
T-MOBILE US, INC.
+$25.2M
335,761
+100%
增持
EMR
EMERSON ELECTRIC CO.
+$25.1M
639,721
+101%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$25.1M
339,840
+93%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$25.1M
1,011,622
+94%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$24.1M
1,032,098
+94%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$24.0M
1,343,207
+102%
增持
DE
DEERE & COMPANY
+$23.8M
131,522
+85%
增持
SO
SOUTHERN COMPANY
+$23.8M
707,320
+99%
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
+$23.5M
862,413
+89%
增持
JKHY
JACK HENRY & ASSOCIATES, INC.
+$23.4M
362,677
+104%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$23.0M
144,928
-69%
增持
EOG
EOG RESOURCES, INC.
+$23.0M
405,930
+123%
