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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 3
增持 56
减持 90
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$51.0M
1,410,975
+148%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$37.8M
5,847,580
+11%
增持
VTV
VANGUARD VALUE ETF
+$23.9M
1,359,036
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。
+2%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$22.7M
4,319,447
-0%
增持
AAPL
APPLE INC.
+$22.6M
2,521,920
+66%
减持
IVV
ISHARES CORE S&P 500 ETF
-$18.9M
1,009,209
-8%
减持
CVS
CVS HEALTH CORPORATION
-$18.1M
47,111
-87%
增持
MSFT
MICROSOFT CORPORATION
-$17.2M
1,584,600
+159%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$16.4M
4,328,120
-9%
增持
ODFL
OLD DOMINION FREIGHT LINE, INC.
+$14.7M
77,919
+1732%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$14.5M
839,821
+44%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$14.4M
8,098,513
+4%
减持
VOO
VANGUARD S&P 500 ETF
+$13.7M
1,714,674
-4%
减持
NVO
NOVO NORDISK A/S SPONSORED ADR CLASS B
-$13.3M
420,877
-5%
减持
DG
DOLLAR GENERAL CORPORATION
-$12.7M
2,668
-97%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$12.6M
1,120,532
+1%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$12.6M
908,180
+0%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$12.5M
671,258
+39%
减持
SBUX
STARBUCKS CORPORATION
+$12.3M
642,094
-1%
建仓
KNSL
KINSALE CAPITAL GROUP, INC.
+$11.8M
25,391
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$11.3M
363,948
+57%
减持
HD
HOME DEPOT, INC.
+$11.1M
213,146
-3%
建仓
FERG
FERGUSON ENTERPRISES INC.
+$10.9M
54,932
减持
QCOM
QUALCOMM INCORPORATED
-$10.9M
349,538
-1%
清仓
—
FERGUSON ENTERPRISES INC.
-$10.7M
0
-100%
减持
META
META PLATFORMS INC CLASS A
+$10.1M
151,124
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
+$9.9M
1,469,276
+533%
增持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
+$9.6M
1,384,033
+1%
减持
—
ACCENTURE PLC CLASS A
+$9.5M
200,872
-1%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$9.0M
2,056,610
+4%
减持
GOOG
ALPHABET INC. CLASS C
-$8.8M
539,520
-0%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$8.3M
431,820
+1%
减持
TIP
ISHARES TIPS BOND ETF
-$8.2M
9,716
-89%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$8.2M
1,344,766
-9%
减持
ORCL
ORACLE CORPORATION
+$8.1M
342,820
-4%
增持
SPY
SPDR S&P 500 ETF TRUST
-$8.0M
10,417,506
+9420%
增持
LOW
LOWE'S COMPANIES, INC.
+$7.9M
155,378
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR
-$7.7M
88,097
-34%
减持
NKE
NIKE, INC. CLASS B
-$7.7M
241,130
-37%
减持
WMT
WALMART INC.
+$7.6M
670,640
-2%
增持
RTX
RTX CORPORATION
+$7.2M
321,921
+2%
减持
SPGI
S&P GLOBAL, INC.
+$6.8M
111,827
-2%
增持
NVDA
NVIDIA CORPORATION
+$6.6M
1,539,965
+5%
增持
TSLA
TESLA, INC.
+$6.5M
85,257
+6%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$6.4M
73,299
+2%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$6.2M
761,202
+4%
减持
KKR
KKR & CO INC
+$5.9M
264,772
-3%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$5.5M
2,602,727
-2%
减持
ADBE
ADOBE INC.
-$5.2M
118,468
-1%
减持
ABBV
ABBVIE, INC.
+$5.2M
203,781
-0%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$5.1M
375,380
-9%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
+$4.9M
5,159,342
-1%
减持
IVE
ISHARES S&P 500 VALUE ETF
+$4.9M
359,714
-1%
增持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$4.9M
1,184,111
+1%
减持
VUG
VANGUARD GROWTH ETF
+$4.9M
530,975
-0%
减持
IRM
IRON MOUNTAIN, INC.
+$4.8M
180,754
-3%
减持
MBB
ISHARES MBS ETF
+$4.8M
1,495,429
-1%
减持
—
ASML HOLDING NV ADR
-$4.8M
24,477
-1%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$4.8M
2,391,455
-10%
增持
CSCO
CISCO SYSTEMS, INC.
+$4.7M
785,770
+1%
减持
AMT
AMERICAN TOWER CORPORATION
+$4.6M
125,031
-1%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$4.4M
282,580
-19%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$4.4M
18,731
-68%
减持
CVX
CHEVRON CORPORATION
-$4.3M
246,902
-5%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$4.2M
570,325
-1%
建仓
AMTM
AMENTUM HOLDINGS, INC.
+$4.2M
130,560
减持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
+$4.1M
224,119
-4%
减持
PH
PARKER-HANNIFIN CORPORATION
+$4.0M
32,517
-1%
减持
JNJ
JOHNSON & JOHNSON
+$3.8M
265,167
-1%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$3.8M
162,271
+3%
减持
—
MEDTRONIC PLC
+$3.8M
387,426
-2%
减持
BIIB
BIOGEN INC.
-$3.7M
87,375
-2%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$3.7M
642,500
-1%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$3.7M
705,749
-9%
减持
ISRG
INTUITIVE SURGICAL, INC.
+$3.6M
82,427
-1%
减持
AXP
AMERICAN EXPRESS COMPANY
+$3.6M
100,305
-2%
减持
—
UNILEVER PLC SPONSORED ADR
+$3.6M
467,652
-4%
减持
TMUS
T-MOBILE US, INC.
+$3.5M
119,915
-1%
减持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$3.4M
1,938,467
-2%
减持
MA
MASTERCARD INCORPORATED CLASS A
+$3.4M
78,045
-2%
减持
GILD
GILEAD SCIENCES, INC.
+$3.2M
246,364
-3%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$3.2M
688,774
+7%
减持
SDY
SPDR S&P DIVIDEND ETF
+$3.1M
235,535
-1%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$3.0M
2,668,517
+1%
减持
DIS
WALT DISNEY COMPANY
-$2.9M
380,520
-4%
减持
—
BLACKROCK, INC.
+$2.9M
23,177
-5%
增持
LLY
ELI LILLY AND COMPANY
+$2.8M
487,578
+1103%
减持
DHR
DANAHER CORPORATION
+$2.7M
104,668
-1%
减持
MRK
MERCK & CO., INC.
-$2.7M
159,027
-5%
减持
CAT
CATERPILLAR INC.
+$2.7M
52,169
-2%
增持
FFIV
F5, INC.
+$2.7M
52,538
+2%
减持
—
STELLANTIS N.V.
-$2.7M
11,925
-92%
减持
INTU
INTUIT INC.
-$2.6M
47,904
-3%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$2.6M
2,525,467
+0%
增持
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
+$2.6M
20,433
+423%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$2.6M
1,348,604
-2%
减持
V
VISA INC. CLASS A
+$2.5M
326,070
-2%
增持
DEO
DIAGEO PLC SPONSORED ADR
+$2.4M
169,354
+0%
减持
IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
-$2.4M
467,692
-14%
减持
POOL
POOL CORPORATION
+$2.4M
40,185
-3%
减持
NDAQ
NASDAQ, INC.
+$2.4M
269,746
-6%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$2.4M
208,940
+1%
减持
DE
DEERE & COMPANY
+$2.3M
54,654
-1%
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$2.2M
174,626
+6%
增持
BALL
BALL CORPORATION
+$2.2M
228,157
+3%
减持
APH
AMPHENOL CORPORATION CLASS A
-$2.2M
297,099
-7%
减持
COST
COSTCO WHOLESALE CORPORATION
-$2.2M
98,644
-6%
增持
ABT
ABBOTT LABORATORIES
+$2.2M
213,606
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$2.2M
382,120
-1%
减持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$2.2M
132,060
-19%
增持
CRWD
CROWDSTRIKE HOLDINGS, INC. CLASS A
-$2.1M
796,612
+5662%
减持
ITW
ILLINOIS TOOL WORKS INC.
+$2.1M
89,738
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC.
+$2.1M
29,184
+1%
增持
AVGO
BROADCOM INC.
+$2.1M
262,889
+876%
增持
MSCI
MSCI INC. CLASS A
+$2.1M
18,870
+2%
减持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$2.0M
78,126
-5%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.0M
624,351
+1%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.0M
513,784
+0%
增持
CRM
SALESFORCE, INC.
+$2.0M
106,750
+1%
增持
GS
GOLDMAN SACHS GROUP, INC.
+$2.0M
9,906
+53%
增持
NEE
NEXTERA ENERGY, INC.
+$2.0M
127,392
+2%
减持
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
+$1.9M
91,597
-2%
减持
—
LAM RESEARCH CORPORATION
-$1.9M
7,189
-2%
减持
VB
VANGUARD SMALL-CAP ETF
+$1.9M
113,333
-1%
减持
FSV
FIRSTSERVICE CORP
+$1.9M
96,750
-6%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.8M
402,641
+2%
减持
INTC
INTEL CORPORATION
-$1.8M
141,377
-14%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$1.8M
88,109
+191%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.7M
135,702
-1%
减持
PG
PROCTER & GAMBLE COMPANY
+$1.7M
315,519
-2%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$1.7M
154,993
-0%
增持
CTAS
CINTAS CORPORATION
+$1.6M
92,877
+272%
减持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
+$1.6M
44,047
-6%
增持
NOW
SERVICENOW, INC.
+$1.6M
14,634
+0%
增持
MCD
MCDONALD'S CORPORATION
+$1.6M
28,969
+2%
减持
AMD
ADVANCED MICRO DEVICES, INC.
-$1.6M
83,009
-11%
减持
BA
BOEING COMPANY
-$1.5M
29,826
-11%
减持
DHI
D.R. HORTON, INC.
+$1.5M
35,099
-5%
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$1.5M
136,441
-22%
增持
KO
COCA-COLA COMPANY
+$1.5M
150,724
+3%
减持
ARES
ARES MANAGEMENT CORPORATION
+$1.5M
167,751
-9%
减持
CME
CME GROUP INC. CLASS A
+$1.5M
91,009
-4%
增持
AMZN
AMAZON.COM, INC.
-$1.4M
539,613
+2%
减持
ROP
ROPER TECHNOLOGIES, INC.
-$1.4M
37,016
-5%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.4M
42,800
+13%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$1.4M
210,318
-0%
减持
—
THOMSON REUTERS CORPORATION
-$1.3M
133,077
-7%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$1.3M
58,076
-27%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$1.3M
53,614
+21%
增持
MDLZ
MONDELEZ INTERNATIONAL, INC. CLASS A
+$1.3M
143,906
+1%
