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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 26
减持 119
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES CORE S&P 500 ETF
-$90.3M
1,196,979
-21%
建仓
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$89.5M
2,016,387
减持
NVDA
NVIDIA CORPORATION
+$62.6M
164,533
-5%
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
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$58.4M
176,928
-87%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$54.4M
371,351
+332%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$48.0M
5,404,371
+25%
减持
AAPL
APPLE INC.
-$47.6M
1,743,993
-3%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$44.2M
1,043,483
+78%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$35.6M
5,227,016
+12%
减持
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
-$32.6M
61,965
-83%
建仓
BINC
BLACKROCK FLEXIBLE INCOME ETF
+$30.8M
587,880
减持
OEF
ISHARES S&P 100 ETF
-$27.4M
24,304
-84%
减持
CL
COLGATE-PALMOLIVE COMPANY
-$25.4M
81,287
-80%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$25.2M
966,265
-35%
增持
PEP
PEPSICO, INC.
+$25.1M
434,212
+45%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$23.4M
150,161
-58%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$23.2M
70,315
-76%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$20.9M
2,338,152
-16%
减持
VOO
VANGUARD S&P 500 ETF
+$19.8M
1,877,813
-7%
减持
META
META PLATFORMS INC CLASS A
+$19.2M
164,566
-4%
减持
OKE
ONEOK, INC.
-$18.1M
43,051
-86%
增持
APH
AMPHENOL CORPORATION CLASS A
+$17.9M
170,619
+859%
增持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
+$17.9M
255,288
+2%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$17.1M
479,276
+152%
减持
MSFT
MICROSOFT CORPORATION
+$16.8M
672,083
-5%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$15.3M
340,915
-29%
增持
SPY
SPDR S&P 500 ETF TRUST
+$15.0M
114,725
+21%
减持
ADBE
ADOBE INC.
-$13.9M
130,465
-2%
减持
DIS
WALT DISNEY COMPANY
+$12.3M
402,801
-2%
减持
TAP
MOLSON COORS BEVERAGE COMPANY CLASS B
-$11.8M
3,730
-98%
减持
AMZN
AMAZON.COM, INC.
+$11.6M
544,849
-4%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$9.3M
5,285,205
-2%
减持
SHW
SHERWIN-WILLIAMS COMPANY
-$9.3M
4,620
-87%
增持
LLY
ELI LILLY AND COMPANY
+$9.0M
40,616
+5%
减持
TSLA
TESLA, INC.
-$8.9M
72,473
-17%
减持
—
ACCENTURE PLC CLASS A
-$8.8M
214,776
-9%
增持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$8.7M
200,198
+93%
减持
QCOM
QUALCOMM INCORPORATED
+$8.4M
399,301
-2%
减持
VTV
VANGUARD VALUE ETF
+$8.1M
1,356,277
-5%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$8.0M
81,175
-11%
减持
JPM
JPMORGAN CHASE & CO.
+$7.1M
447,841
-8%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$7.1M
746,674
-16%
增持
WDAY
WORKDAY, INC. CLASS A
+$6.4M
26,217
+853%
减持
NKE
NIKE, INC. CLASS B
-$6.2M
388,801
-1%
减持
CSCO
CISCO SYSTEMS, INC.
-$6.2M
924,680
-11%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$6.0M
163,136
-35%
减持
VUG
VANGUARD GROWTH ETF
+$5.8M
558,634
-7%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$5.7M
1,120,367
+3%
减持
NVO
NOVO NORDISK A/S SPONSORED ADR CLASS B
+$5.7M
481,122
-11%
减持
LOW
LOWE'S COMPANIES, INC.
+$5.6M
183,214
-1%
增持
—
ASML HOLDING NV ADR
+$5.5M
24,970
+1%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$5.2M
2,733,450
-5%
减持
ISRG
INTUITIVE SURGICAL, INC.
+$5.2M
94,566
-2%
减持
GILD
GILEAD SCIENCES, INC.
-$5.2M
265,087
-13%
减持
BNL
BROADSTONE NET LEASE, INC.
-$5.1M
1,544,388
-9%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$5.0M
7,754,271
-2%
减持
BIIB
BIOGEN INC.
-$4.9M
91,376
-4%
减持
ORCL
ORACLE CORPORATION
+$4.9M
377,799
-6%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$4.8M
1,968,273
-4%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$4.7M
100,604
-44%
减持
AXP
AMERICAN EXPRESS COMPANY
+$4.6M
126,108
-2%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$4.6M
612,920
-3%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$4.5M
497,070
+2%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$4.5M
888,894
-3%
减持
RIO
RIO TINTO PLC SPONSORED ADR
-$4.5M
8,266
-88%
减持
CPRT
COPART, INC.
+$4.3M
626,378
-4%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$4.3M
222,210
-31%
减持
PFE
PFIZER INC.
-$4.2M
298,741
-31%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$4.2M
583,833
-6%
减持
MBB
ISHARES MBS ETF
-$4.1M
1,529,518
-1%
减持
KKR
KKR & CO INC
+$4.0M
340,927
-7%
减持
PG
PROCTER & GAMBLE COMPANY
+$3.9M
341,262
-3%
建仓
—
STELLANTIS N.V.
+$3.8M
134,733
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$3.8M
428,675
-3%
减持
ABBV
ABBVIE, INC.
+$3.8M
260,974
-8%
减持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
-$3.7M
185,701
-39%
减持
GOOGL
ALPHABET INC. CLASS A
-$3.7M
654,373
-11%
建仓
QCRH
QCR HOLDINGS, INC.
+$3.6M
59,621
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR
+$3.6M
145,951
-7%
减持
J
JACOBS SOLUTIONS INC.
+$3.6M
158,207
-1%
减持
GOOG
ALPHABET INC. CLASS C
+$3.5M
628,104
-4%
减持
NOC
NORTHROP GRUMMAN CORP.
-$3.4M
13,340
-36%
清仓
AVTR
AVANTOR INC
-$3.4M
0
-100%
增持
ICVT
ISHARES CONVERTIBLE BOND ETF
+$3.4M
49,323
+566%
减持
HD
HOME DEPOT, INC.
+$3.3M
236,756
-6%
减持
AMGN
AMGEN INC.
-$3.3M
43,676
-20%
减持
SBUX
STARBUCKS CORPORATION
-$3.3M
703,968
-0%
减持
—
THOMSON REUTERS CORPORATION
-$3.3M
159,978
-17%
减持
CRM
SALESFORCE, INC.
+$3.3M
117,525
-4%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$3.3M
658,543
-1%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$3.3M
32,947
-50%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$3.3M
536,756
+315%
减持
BA
BOEING COMPANY
-$3.2M
35,847
-8%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
-$3.2M
25,661
+64%
减持
AMD
ADVANCED MICRO DEVICES, INC.
+$3.2M
106,557
-2%
减持
PH
PARKER-HANNIFIN CORPORATION
+$3.2M
39,496
-3%
减持
PEY
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
-$3.2M
232,032
-38%
减持
UNP
UNION PACIFIC CORPORATION
-$3.1M
48,510
-21%
减持
ROP
ROPER TECHNOLOGIES, INC.
-$3.1M
42,646
-14%
增持
BALL
BALL CORPORATION
+$3.1M
266,044
+3%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$3.0M
145,394
+174%
减持
RTX
RTX CORPORATION
+$3.0M
333,259
-5%
减持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
-$2.9M
241,960
-2%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$2.9M
2,543,446
-2%
减持
NFLX
NETFLIX, INC.
+$2.8M
24,833
-1%
减持
SYK
STRYKER CORPORATION
+$2.8M
78,170
-7%
增持
AZO
AUTOZONE, INC.
+$2.7M
1,118
+245%
减持
APD
AIR PRODUCTS AND CHEMICALS, INC.
-$2.7M
22,775
-24%
减持
EOG
EOG RESOURCES, INC.
-$2.7M
43,256
-36%
减持
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF
-$2.6M
154,034
-34%
减持
VPL
VANGUARD FTSE PACIFIC ETF
-$2.6M
74,452
-35%
减持
SPMB
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
-$2.6M
150,671
-44%
减持
—
EXXON MOBIL CORPORATION
+$2.6M
218,461
-4%
减持
AMT
AMERICAN TOWER CORPORATION
-$2.6M
141,252
-0%
减持
ARES
ARES MANAGEMENT CORPORATION
-$2.5M
205,942
-18%
减持
DHI
D.R. HORTON, INC.
-$2.5M
41,530
-32%
减持
V
VISA INC. CLASS A
+$2.3M
383,346
-5%
减持
PWB
INVESCO LARGE CAP GROWTH ETF
-$2.3M
72,373
-36%
减持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
-$2.3M
82,409
-40%
减持
TSCO
TRACTOR SUPPLY COMPANY
+$2.2M
79,602
-8%
减持
SO
SOUTHERN COMPANY
-$2.2M
91,677
-27%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$2.2M
617,697
-3%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$2.2M
51,610
+6%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$2.2M
204,419
-24%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$2.1M
2,577,927
+0%
减持
CCI
CROWN CASTLE INC.
-$2.1M
45,232
-24%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.1M
4,390,995
-5%
减持
DLR
DIGITAL REALTY TRUST, INC.
-$2.1M
36,586
-33%
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
-$2.0M
1,371,565
-2%
减持
VLTO
VERALTO CORPORATION
-$2.0M
9,272
-73%
减持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$2.0M
58,508
-42%
减持
ACWI
ISHARES MSCI ACWI ETF
-$2.0M
141,184
-18%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
304,597
-5%
减持
WAT
WATERS CORPORATION
-$1.9M
13,332
-33%
减持
LAMR
LAMAR ADVERTISING COMPANY CLASS A
-$1.9M
41,621
-36%
减持
DE
DEERE & COMPANY
-$1.9M
68,206
-9%
增持
ADI
ANALOG DEVICES, INC.
+$1.9M
45,275
+27%
减持
DG
DOLLAR GENERAL CORPORATION
+$1.9M
102,038
-1%
减持
IRM
IRON MOUNTAIN, INC.
+$1.9M
215,453
-2%
减持
GIS
GENERAL MILLS, INC.
-$1.9M
76,763
-31%
减持
GE
GE AEROSPACE
+$1.9M
43,971
-4%
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$1.8M
41,043
-43%
减持
—
UNILEVER PLC SPONSORED ADR
-$1.8M
516,689
-10%
减持
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
+$1.8M
123,697
-3%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$1.8M
213,339
-7%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.8M
36,389
+32%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$1.8M
1,423,898
-8%
增持
TMO
THERMO FISHER SCIENTIFIC INC.
+$1.8M
33,476
+0%
减持
LULU
LULULEMON ATHLETICA INC.
-$1.8M
7,643
-18%
减持
—
EATON CORP. PLC
+$1.7M
33,307
-8%
