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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 1
减持 148
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD S&P 500 ETF
-$1.44B
4,502,702
-48%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$805.3M
11,429,747
-48%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$654.6M
9,989,110
-50%
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。
减持
IVV
ISHARES CORE S&P 500 ETF
-$616.0M
1,480,231
-52%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$515.8M
21,021,319
-51%
减持
VTV
VANGUARD VALUE ETF
-$419.3M
3,087,717
-50%
减持
AAPL
APPLE INC.
-$411.7M
2,361,971
-55%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$386.9M
5,588,423
-47%
减持
VUG
VANGUARD GROWTH ETF
-$358.0M
1,479,474
-52%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$286.2M
5,245,339
-51%
减持
MSFT
MICROSOFT CORPORATION
-$268.8M
845,372
-56%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$265.4M
10,517,230
-48%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
-$231.8M
6,406,633
-51%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$229.2M
4,707,693
-50%
减持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$228.7M
2,695,074
-48%
减持
MBB
ISHARES MBS ETF
-$209.2M
1,977,799
-52%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$207.0M
4,621,022
-48%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$186.4M
1,675,600
-52%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$181.0M
2,231,864
-47%
减持
BNL
BROADSTONE NET LEASE, INC.
-$162.0M
5,988,484
-60%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$144.1M
966,072
-50%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$142.6M
1,853,786
-48%
清仓
—
THOMSON REUTERS CORPORATION
-$142.5M
0
-100%
减持
SBUX
STARBUCKS CORPORATION
-$140.9M
1,204,176
-52%
减持
V
VISA INC. CLASS A
-$131.7M
603,804
-51%
减持
HD
HOME DEPOT, INC.
-$124.7M
442,478
-50%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$122.0M
1,180,738
-49%
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
-$120.6M
3,179,654
-48%
减持
GOOGL
ALPHABET INC. CLASS A
-$116.4M
1,205,475
-52%
减持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
-$103.0M
336,189
-52%
减持
CVX
CHEVRON CORPORATION
-$102.4M
560,392
-52%
减持
COST
COSTCO WHOLESALE CORPORATION
-$100.9M
208,108
-51%
减持
CSCO
CISCO SYSTEMS, INC.
-$100.0M
1,665,362
-53%
减持
NVO
NOVO NORDISK A/S SPONSORED ADR CLASS B
-$98.4M
561,594
-53%
减持
GOOG
ALPHABET INC. CLASS C
-$96.1M
922,458
-54%
减持
NKE
NIKE, INC. CLASS B
-$96.0M
688,325
-51%
减持
ABBV
ABBVIE, INC.
-$95.7M
423,803
-56%
减持
PEP
PEPSICO, INC.
-$91.2M
459,424
-53%
减持
JPM
JPMORGAN CHASE & CO.
-$88.2M
675,090
-53%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$86.8M
2,311,090
-52%
减持
DIS
WALT DISNEY COMPANY
-$83.8M
751,399
-50%
减持
JNJ
JOHNSON & JOHNSON
-$82.5M
536,898
-51%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$80.3M
1,383,264
-53%
减持
WMT
WALMART INC.
-$79.0M
572,424
-50%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$75.4M
306,625
-51%
减持
QCOM
QUALCOMM INCORPORATED
-$72.5M
501,244
-52%
减持
—
EXXON MOBIL CORPORATION
-$70.4M
361,094
-64%
减持
DHR
DANAHER CORPORATION
-$66.7M
220,338
-54%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$66.3M
696,806
-51%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$65.8M
1,327,037
-53%
减持
—
UNILEVER PLC SPONSORED ADR
-$65.5M
1,286,729
-50%
减持
—
ACCENTURE PLC CLASS A
-$64.9M
452,210
-37%
建仓
—
THOMSON REUTERS CORPORATION
+$64.7M
479,679
减持
AMZN
AMAZON.COM, INC.
-$64.7M
724,765
-53%
减持
MA
MASTERCARD INCORPORATED CLASS A
-$64.4M
193,347
-50%
减持
RTX
RTX CORP.
-$63.5M
645,812
-50%
减持
GILD
GILEAD SCIENCES, INC.
-$62.7M
651,684
-52%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$62.3M
280,838
-52%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$61.8M
122,504
-52%
减持
ABT
ABBOTT LABORATORIES
-$59.8M
477,872
-57%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$59.1M
496,707
-59%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$58.4M
279,934
-52%
减持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$58.2M
2,562,136
-48%
减持
ORCL
ORACLE CORPORATION
-$57.8M
690,850
-54%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$56.7M
516,175
-51%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-$56.2M
20,741
-95%
减持
SPY
SPDR S&P 500 ETF TRUST
-$54.7M
131,458
-52%
减持
—
MEDTRONIC PLC
-$54.6M
735,311
-50%
减持
GD
GENERAL DYNAMICS CORPORATION
-$53.2M
225,536
-49%
减持
BIIB
BIOGEN INC.
-$52.2M
186,809
-51%
减持
CVS
CVS HEALTH CORPORATION
-$51.1M
636,967
-50%
减持
MRK
MERCK & CO., INC.
-$50.3M
501,336
-51%
减持
ARES
ARES MANAGEMENT CORPORATION
-$49.2M
650,389
-51%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$48.9M
719,246
-51%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$48.8M
726,124
-54%
减持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
-$48.7M
480,129
-49%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$48.3M
1,039,104
-51%
减持
CME
CME GROUP INC. CLASS A
-$47.9M
223,646
-52%
减持
SDY
SPDR S&P DIVIDEND ETF
-$47.9M
344,436
-53%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$47.6M
351,383
-52%
减持
SPGI
S&P GLOBAL, INC.
-$47.6M
191,078
-47%
减持
NVDA
NVIDIA CORPORATION
-$47.5M
144,855
-63%
减持
BDX
BECTON, DICKINSON AND COMPANY
-$46.4M
196,503
-51%
减持
SYK
STRYKER CORPORATION
-$43.6M
137,309
-54%
减持
TSCO
TRACTOR SUPPLY COMPANY
-$43.3M
152,911
-53%
减持
NEE
NEXTERA ENERGY, INC.
-$43.2M
484,453
-53%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$41.8M
216,904
-66%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$40.9M
492,045
-53%
减持
ADBE
ADOBE INCORPORATED
-$40.8M
183,948
-46%
减持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$40.6M
348,873
-71%
减持
IFF
INTERNATIONAL FLAVORS & FRAGRANCES INC.
-$40.1M
430,753
-47%
减持
FIS
FIDELITY NATIONAL INFORMATION SERVICES, INC.
-$39.8M
8,812
-99%
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$39.8M
266,956
-71%
减持
PG
PROCTER & GAMBLE COMPANY
-$39.4M
229,024
-54%
减持
—
BLACKROCK, INC.
-$39.4M
57,843
-51%
减持
PFE
PFIZER INC.
-$38.5M
980,983
-46%
减持
TMO
THERMO FISHER SCIENTIFIC INC.
-$38.1M
50,206
-55%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$37.9M
957,457
-50%
减持
LOW
LOWE'S COMPANIES, INC.
-$36.5M
187,024
-52%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$36.4M
365,675
-54%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
-$36.2M
683,650
-48%
减持
NDAQ
NASDAQ, INC.
-$36.0M
576,204
-51%
减持
DG
DOLLAR GENERAL CORPORATION
-$35.9M
157,831
-47%
减持
INTU
INTUIT INC.
-$35.5M
81,589
-50%
减持
OKE
ONEOK, INC.
-$35.0M
513,969
-51%
减持
ADP
AUTOMATIC DATA PROCESSING, INC.
-$34.9M
154,541
-50%
减持
CAT
CATERPILLAR INC.
-$34.7M
160,879
-50%
减持
ITW
ILLINOIS TOOL WORKS INC.
-$34.6M
95,715
-60%
减持
AVGO
BROADCOM INC.
-$34.0M
68,582
-53%
减持
AJG
ARTHUR J. GALLAGHER & CO.
-$33.7M
180,154
-53%
减持
PRU
PRUDENTIAL FINANCIAL, INC.
-$33.3M
42,677
-90%
减持
TXN
TEXAS INSTRUMENTS INCORPORATED
-$33.2M
158,196
-52%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$32.6M
327,739
-55%
减持
FSV
FIRSTSERVICE CORP
-$32.5M
235,097
-52%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$32.4M
506,537
-53%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$32.4M
107,980
-52%
减持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
-$31.8M
1,145,432
-50%
减持
GIS
GENERAL MILLS, INC.
-$31.7M
317,267
-52%
减持
RSG
REPUBLIC SERVICES, INC.
-$31.5M
246,260
-52%
减持
UNP
UNION PACIFIC CORPORATION
-$31.5M
144,511
-52%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$31.3M
201,255
-52%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$31.3M
16,060
-98%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$31.2M
396,466
-51%
减持
AMT
AMERICAN TOWER CORPORATION
-$31.2M
134,869
-52%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$30.9M
128,482
-53%
减持
AMGN
AMGEN INC.
-$30.6M
105,136
-53%
减持
VB
VANGUARD SMALL-CAP ETF
-$30.6M
161,389
-51%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$29.5M
140,807
-59%
减持
PEY
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
-$29.0M
1,434,073
-49%
减持
TMUS
T-MOBILE US, INC.
-$28.6M
143,886
-57%
减持
MDLZ
MONDELEZ INTERNATIONAL, INC. CLASS A
-$28.6M
378,420
-53%
减持
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
-$28.4M
265,994
-50%
减持
EMR
EMERSON ELECTRIC CO.
-$27.6M
311,886
-51%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$27.1M
124,127
-65%
减持
NOC
NORTHROP GRUMMAN CORP.
-$26.1M
53,331
-51%
减持
CPRT
COPART, INC.
-$26.0M
368,526
-54%
减持
—
STERIS PLC
-$25.9M
156,623
-51%
减持
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF
-$25.9M
797,121
-50%
减持
VZ
VERIZON COMMUNICATIONS INC.
-$25.7M
553,688
-53%
减持
POOL
POOL CORPORATION
-$25.5M
83,568
-50%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$25.4M
497,549
-52%
减持
SO
SOUTHERN COMPANY
-$25.4M
339,718
-52%
减持
ISRG
INTUITIVE SURGICAL, INC.
-$25.3M
119,111
-54%
减持
AXP
AMERICAN EXPRESS COMPANY
-$25.3M
143,429
-53%
减持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$24.8M
387,960
-55%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$24.6M
245,755
-58%
减持
JKHY
JACK HENRY & ASSOCIATES, INC.
-$24.5M
180,270
-50%
减持
VPL
VANGUARD FTSE PACIFIC ETF
-$24.3M
368,008
-50%
减持
LAMR
LAMAR ADVERTISING COMPANY CLASS A
-$24.1M
235,522
-50%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$23.9M
334,226
-54%
