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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 1
增持 19
减持 125
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$48.8M
1,479,548
+42%
增持
NVDA
NVIDIA CORPORATION
+$31.7M
1,460,167
+787%
减持
IVV
ISHARES CORE S&P 500 ETF
-$28.2M
1,098,379
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。
-8%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$28.0M
778,471
+57%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$24.1M
107,088
-60%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$22.4M
568,901
-41%
减持
AAPL
APPLE INC.
+$21.6M
1,522,470
-13%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$21.4M
2,653,726
+13%
减持
V
VISA INC. CLASS A
-$19.9M
331,898
-13%
减持
HD
HOME DEPOT, INC.
-$15.6M
218,625
-8%
减持
SBUX
STARBUCKS CORPORATION
-$14.0M
646,299
-8%
减持
PEP
PEPSICO, INC.
-$13.5M
378,985
-13%
减持
CVS
CVS HEALTH CORPORATION
-$13.3M
356,688
-17%
减持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
-$12.9M
232,110
-9%
减持
—
ACCENTURE PLC CLASS A
-$12.9M
202,805
-6%
增持
IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
+$12.6M
544,265
+112%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$12.6M
4,772,378
-9%
减持
LOW
LOWE'S COMPANIES, INC.
-$12.5M
154,955
-15%
减持
ABBV
ABBVIE, INC.
-$12.5M
204,382
-22%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$12.1M
39,685
-74%
减持
CPRT
COPART, INC.
-$11.6M
455,958
-27%
减持
VOO
VANGUARD S&P 500 ETF
-$11.6M
1,781,735
-5%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$11.4M
4,329,031
-1%
减持
JPM
JPMORGAN CHASE & CO.
-$11.3M
387,666
-13%
减持
ITW
ILLINOIS TOOL WORKS INC.
-$11.2M
90,375
-26%
减持
IXC
ISHARES GLOBAL ENERGY ETF
-$11.0M
5,997
-98%
减持
GOOGL
ALPHABET INC. CLASS A
+$9.8M
595,853
-9%
减持
DIS
WALT DISNEY COMPANY
-$9.7M
398,223
-1%
增持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$9.6M
366,416
+107%
减持
MSFT
MICROSOFT CORPORATION
-$9.5M
611,290
-9%
减持
JNJ
JOHNSON & JOHNSON
-$9.1M
267,709
-12%
减持
CSCO
CISCO SYSTEMS, INC.
-$9.0M
781,552
-15%
减持
ABT
ABBOTT LABORATORIES
-$8.8M
213,520
-22%
减持
SDY
SPDR S&P DIVIDEND ETF
-$8.7M
238,751
-20%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$8.6M
5,258,238
-3%
增持
AMGN
AMGEN INC.
+$8.2M
65,947
+51%
减持
CRM
SALESFORCE, INC.
-$8.2M
105,926
-10%
清仓
INTA
INTAPP, INC.
-$7.9M
0
-100%
减持
NKE
NIKE, INC. CLASS B
-$7.5M
384,687
-1%
减持
VTV
VANGUARD VALUE ETF
-$7.5M
1,330,236
-2%
减持
DE
DEERE & COMPANY
-$7.5M
54,983
-19%
减持
BNL
BROADSTONE NET LEASE, INC.
-$7.1M
1,079,372
-30%
减持
—
MEDTRONIC PLC
-$7.0M
395,340
-10%
清仓
—
PIONEER NATURAL RESOURCES COMPANY
-$6.7M
0
-100%
减持
VUG
VANGUARD GROWTH ETF
+$6.7M
531,892
-5%
减持
MRK
MERCK & CO., INC.
-$6.5M
167,924
-19%
减持
AVGO
BROADCOM INC.
+$6.3M
26,947
-3%
减持
J
JACOBS SOLUTIONS INC.
-$6.0M
130,828
-17%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$6.0M
429,435
-2%
增持
UPS
UNITED PARCEL SERVICE, INC. CLASS B
+$6.0M
80,262
+138%
增持
—
EXXON MOBIL CORPORATION
+$5.7M
270,206
+24%
减持
KKR
KKR & CO INC
-$5.6M
272,767
-20%
减持
MA
MASTERCARD INCORPORATED CLASS A
-$5.6M
79,658
-6%
减持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
-$5.5M
17,742
-90%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$5.5M
729,821
+9%
减持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
-$5.4M
46,973
-34%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$5.4M
1,110,253
-1%
减持
PH
PARKER-HANNIFIN CORPORATION
-$5.4M
32,741
-17%
减持
DHR
DANAHER CORPORATION
-$5.3M
105,486
-17%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$5.2M
645,159
-14%
减持
ING
ING GROEP NV SPONSORED ADR
-$5.2M
64,834
-83%
减持
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
-$5.2M
8,536
-94%
减持
LLY
ELI LILLY AND COMPANY
+$5.1M
40,532
-0%
减持
AXP
AMERICAN EXPRESS COMPANY
-$5.1M
102,031
-19%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$5.0M
92,000
-56%
增持
WDAY
WORKDAY, INC. CLASS A
+$4.9M
54,004
+106%
减持
POOL
POOL CORPORATION
-$4.9M
41,503
-5%
减持
BALL
BALL CORPORATION
-$4.6M
221,668
-17%
减持
INTC
INTEL CORPORATION
-$4.5M
164,501
-24%
减持
CME
CME GROUP INC. CLASS A
-$4.4M
94,586
-12%
减持
WFC
WELLS FARGO & COMPANY
-$4.3M
218,568
-27%
减持
DEO
DIAGEO PLC SPONSORED ADR
-$4.3M
169,112
-2%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$4.2M
5,228,783
-1%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$4.1M
411,848
-4%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$4.1M
2,649,938
+3%
减持
AMD
ADVANCED MICRO DEVICES, INC.
-$4.1M
93,532
-12%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$4.0M
164,594
-18%
减持
SPGI
S&P GLOBAL, INC.
-$3.8M
114,190
-11%
减持
—
BLACKROCK, INC.
-$3.8M
24,309
-12%
减持
CVX
CHEVRON CORPORATION
-$3.7M
260,228
-8%
减持
AMZN
AMAZON.COM, INC.
+$3.7M
527,778
-3%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$3.7M
71,640
-12%
减持
CAT
CATERPILLAR INC.
-$3.6M
53,091
-9%
减持
META
META PLATFORMS INC CLASS A
-$3.5M
151,504
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC.
-$3.5M
28,873
-14%
减持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$3.4M
164,012
-18%
减持
AMT
AMERICAN TOWER CORPORATION
-$3.4M
125,912
-11%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$3.4M
362,558
-2%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$3.4M
596,900
-3%
减持
GOOG
ALPHABET INC. CLASS C
+$3.3M
539,590
-14%
减持
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
-$3.3M
93,024
-25%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. SPONSORED ADR
+$3.3M
392,148
+647%
减持
MDLZ
MONDELEZ INTERNATIONAL, INC. CLASS A
-$3.3M
142,045
-21%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR
+$3.2M
132,610
-9%
增持
TSLA
TESLA, INC.
+$3.1M
80,112
+11%
减持
SYK
STRYKER CORPORATION
-$3.0M
73,331
-6%
减持
AIG
AMERICAN INTERNATIONAL GROUP, INC.
-$3.0M
34,632
-51%
减持
BX
BLACKSTONE INC.
-$3.0M
25,594
-45%
减持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$3.0M
1,970,292
-2%
减持
DG
DOLLAR GENERAL CORPORATION
-$3.0M
98,102
-4%
减持
FFIV
F5, INC.
-$2.9M
51,440
-17%
减持
MBB
ISHARES MBS ETF
-$2.9M
1,508,146
-1%
清仓
VALE
VALE S.A. SPONSORED ADR
-$2.9M
0
-100%
减持
ORCL
ORACLE CORPORATION
+$2.9M
356,366
-6%
减持
WMT
WALMART INC.
+$2.9M
687,781
-5%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$2.8M
3,236
-90%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
-$2.8M
2,633,419
-4%
减持
ARES
ARES MANAGEMENT CORPORATION
-$2.7M
184,980
-10%
减持
QCOM
QUALCOMM INCORPORATED
+$2.7M
352,995
-12%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$2.7M
1,376,547
-3%
建仓
AMJB
ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044
+$2.7M
92,000
清仓
—
ALERIAN MLP INDEX ETN DUE MAY 24 2024
-$2.6M
0
-100%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$2.6M
79,629
+74%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$2.6M
513,101
-4%
减持
PAYX
PAYCHEX, INC.
-$2.5M
59,393
-24%
清仓
KRE
SPDR S&P REGIONAL BANKING ETF
-$2.5M
0
-100%
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
-$2.5M
1,363,863
-1%
减持
FSV
FIRSTSERVICE CORP
-$2.4M
103,355
-6%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$2.4M
158,257
-2%
减持
—
FERGUSON ENTERPRISES INC.
-$2.4M
55,008
-8%
减持
PG
PROCTER & GAMBLE COMPANY
-$2.4M
321,308
-6%
减持
KMI
KINDER MORGAN INC CLASS P
-$2.3M
107,004
-56%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$2.3M
268,037
-8%
减持
MSCI
MSCI INC. CLASS A
-$2.2M
18,555
-7%
减持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
+$2.2M
234,431
-3%
减持
EMR
EMERSON ELECTRIC CO.
-$2.2M
125,671
-11%
增持
RCI
ROGERS COMMUNICATIONS INC. CLASS B
+$2.1M
92,490
+186%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$2.1M
647,285
-2%
减持
PRU
PRUDENTIAL FINANCIAL, INC.
-$2.1M
16,704
-51%
减持
VZ
VERIZON COMMUNICATIONS INC.
-$2.1M
273,187
-14%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$2.1M
573,966
-2%
减持
LULU
LULULEMON ATHLETICA INC.
-$2.1M
3,124
-59%
减持
GILD
GILEAD SCIENCES, INC.
-$2.0M
254,166
-4%
减持
TFC
TRUIST FINANCIAL CORPORATION
-$2.0M
42,453
-54%
减持
LMT
LOCKHEED MARTIN CORPORATION
-$2.0M
7,680
-37%
减持
ALGN
ALIGN TECHNOLOGY, INC.
-$2.0M
15,093
-12%
减持
ADP
AUTOMATIC DATA PROCESSING, INC.
-$1.9M
82,024
-5%
减持
OTIS
OTIS WORLDWIDE CORPORATION
-$1.9M
96,456
-15%
增持
NFLX
NETFLIX, INC.
+$1.9M
25,194
+1%
减持
NDAQ
NASDAQ, INC.
-$1.9M
287,537
-6%
减持
ROP
ROPER TECHNOLOGIES, INC.
-$1.9M
39,073
-8%
增持
APH
AMPHENOL CORPORATION CLASS A
+$1.9M
319,802
+87%
减持
XYL
XYLEM INC.
-$1.8M
76,384
-19%
减持
WMB
WILLIAMS COMPANIES, INC.
-$1.8M
20,384
-71%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS L.P.
-$1.8M
25,888
-70%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$1.8M
206,951
-3%
减持
NTRS
NORTHERN TRUST CORPORATION
-$1.8M
43,228
-29%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$1.8M
121,969
-13%
减持
MELI
MERCADOLIBRE, INC.
-$1.8M
695
-64%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.8M
1,031,987
+3%
