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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 3
增持 71
减持 75
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$52.9M
4,747,245
+9%
减持
VOO
VANGUARD S&P 500 ETF
-$46.9M
1,645,585
-1%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$38.4M
372,257
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。
+15391%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$35.9M
415,476
-48%
增持
AAPL
APPLE INC.
-$34.9M
1,475,202
+2%
增持
NVDA
NVIDIA CORPORATION
-$33.2M
1,585,149
+4%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$26.2M
2,794,759
+17%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$25.9M
494,055
+38%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$24.9M
24,201
-92%
增持
OEF
ISHARES S&P 100 ETF
+$23.9M
112,042
+403%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$23.2M
2,905,965
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
+$20.6M
235,986
+2%
减持
AVGO
BROADCOM INC.
-$20.1M
216,827
-11%
减持
GOOG
ALPHABET INC. CLASS C
-$18.5M
523,132
-1%
增持
MSFT
MICROSOFT CORPORATION
-$18.2M
652,638
+5%
增持
IVV
ISHARES CORE S&P 500 ETF
-$17.8M
984,859
+2%
增持
VUG
VANGUARD GROWTH ETF
-$17.6M
530,323
+2%
增持
GOOGL
ALPHABET INC. CLASS A
-$16.7M
708,844
+6%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$16.4M
386,651
+532%
增持
—
ASML HOLDING NV SPONSORED ADR
+$15.0M
54,185
+80%
减持
HD
HOME DEPOT, INC.
-$15.0M
159,789
-15%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$14.9M
1,228,174
-3%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$14.8M
4,503,439
+5%
增持
AMZN
AMAZON.COM, INC.
-$14.3M
554,886
+2%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$14.1M
4,917,718
-5%
减持
—
ACCENTURE PLC CLASS A
-$13.4M
175,400
-9%
增持
IAU
ISHARES GOLD TRUST
+$12.9M
403,191
+83%
减持
MBB
ISHARES MBS ETF
-$12.8M
1,318,942
-11%
减持
ADBE
ADOBE INC.
-$12.7M
96,376
-14%
增持
TSLA
TESLA, INC.
-$12.3M
86,869
+1%
减持
ORCL
ORACLE CORPORATION
-$11.6M
318,524
-5%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$10.6M
1,125,092
-23%
增持
VTV
VANGUARD VALUE ETF
+$10.4M
1,393,568
+2%
减持
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
-$10.1M
74,592
-57%
增持
HEI
HEICO CORPORATION
+$9.4M
36,165
+3367%
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$9.4M
15,219
-93%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$9.4M
93,363
-52%
增持
UBER
UBER TECHNOLOGIES, INC.
+$9.4M
176,719
+203%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$9.2M
634,627
+14%
增持
NVO
NOVO NORDISK A/S SPONSORED ADR CLASS B
+$9.0M
576,288
+60%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$8.5M
402,781
-4%
减持
WMT
WALMART INC.
-$8.1M
430,939
-15%
增持
KKR
KKR & CO INC
-$8.0M
257,996
+1%
减持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$8.0M
1,094,719
-7%
增持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
+$7.8M
296,970
+245%
增持
LLY
ELI LILLY AND COMPANY
+$7.6M
51,428
+14%
增持
JNJ
JOHNSON & JOHNSON
+$7.5M
299,617
+3%
减持
PG
PROCTER & GAMBLE COMPANY
-$7.4M
231,950
-17%
减持
JKHY
JACK HENRY & ASSOCIATES, INC.
-$7.4M
7,014
-86%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$7.4M
344,441
-1%
减持
PEP
PEPSICO, INC.
-$7.2M
280,035
-13%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$7.2M
2,196,439
-2%
增持
CRM
SALESFORCE, INC.
-$7.0M
111,166
+1%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$6.8M
1,155,416
+13%
增持
CL
COLGATE-PALMOLIVE COMPANY
+$6.5M
169,611
+64%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$6.4M
279,936
-22%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$6.2M
117,922
+828%
减持
ABBV
ABBVIE, INC.
+$6.2M
198,136
-0%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$6.1M
8,125,578
+3%
减持
SDY
SPDR S&P DIVIDEND ETF
-$6.1M
185,522
-22%
减持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
-$5.7M
1,793,418
-1%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$5.6M
587,448
-14%
增持
SPY
SPDR S&P 500 ETF TRUST
+$5.5M
117,921
+14%
减持
CVX
CHEVRON CORPORATION
+$5.3M
247,886
-1%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$5.3M
156,583
-2%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$5.2M
173,708
+326%
增持
CRAI
CRA INTERNATIONAL, INC.
+$5.2M
84,382
+68%
增持
—
MEDTRONIC PLC
+$5.2M
470,781
+1%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$5.0M
356,552
+160%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$5.0M
255,406
+63%
增持
HON
HONEYWELL INTERNATIONAL INC.
+$5.0M
49,361
+105%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$5.0M
376,867
+130%
减持
ADI
ANALOG DEVICES, INC.
-$5.0M
37,293
-36%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$4.9M
4,972,439
-4%
减持
—
THOMSON REUTERS CORPORATION
-$4.9M
68,943
-34%
增持
AMGN
AMGEN INC.
+$4.9M
64,214
+11%
增持
—
EXXON MOBIL CORPORATION
+$4.9M
275,129
+6%
增持
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$4.9M
283,067
+333%
增持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$4.8M
292,263
+272%
增持
AMT
AMERICAN TOWER CORPORATION
+$4.8M
125,231
+2%
增持
IBTJ
ISHARES IBONDS DEC 2029 TERM TREASURY ETF
+$4.8M
282,943
+342%
减持
TMUS
T-MOBILE US, INC.
+$4.7M
117,260
-3%
增持
MA
MASTERCARD INCORPORATED CLASS A
+$4.7M
82,387
+7%
增持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$4.6M
178,541
+38%
减持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
-$4.6M
141,248
-23%
增持
ROP
ROPER TECHNOLOGIES, INC.
+$4.4M
42,542
+7%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$4.4M
327,532
+15%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR
-$4.3M
71,710
-13%
增持
WSO
WATSCO, INC.
+$4.2M
15,456
+103%
增持
—
UNILEVER PLC SPONSORED ADR
+$4.2M
641,427
+7%
增持
ABT
ABBOTT LABORATORIES
+$4.2M
211,241
+0%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$4.2M
754,512
+4%
减持
FSV
FIRSTSERVICE CORP
-$4.1M
53,641
-25%
减持
ACWI
ISHARES MSCI ACWI ETF
-$4.0M
115,135
-22%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$3.8M
182,448
-10%
减持
NOW
SERVICENOW, INC.
-$3.8M
13,718
-1%
减持
GD
GENERAL DYNAMICS CORPORATION
-$3.8M
79,208
-18%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$3.7M
83,118
-1%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$3.7M
1,186,375
+7%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$3.7M
2,050,121
-3%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$3.6M
41,656
+898%
减持
CASY
CASEY'S GENERAL STORES, INC.
-$3.6M
659
-93%
减持
V
VISA INC. CLASS A
+$3.5M
272,873
-6%
减持
POOL
POOL CORPORATION
-$3.5M
27,595
-23%
减持
DEO
DIAGEO PLC SPONSORED ADR
-$3.4M
103,465
-8%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$3.4M
2,634,250
+0%
增持
IRM
IRON MOUNTAIN, INC.
-$3.4M
183,706
+0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$3.3M
128,132
-4%
增持
MORN
MORNINGSTAR, INC.
+$3.3M
25,396
+97%
减持
RTX
RTX CORPORATION
-$3.2M
284,964
-20%
减持
MRK
MERCK & CO., INC.
-$3.2M
130,870
-13%
减持
AXP
AMERICAN EXPRESS COMPANY
-$3.2M
97,627
-2%
减持
SYK
STRYKER CORPORATION
-$3.1M
44,782
-18%
减持
—
EATON CORP. PLC
-$3.1M
34,408
-8%
增持
ARES
ARES MANAGEMENT CORPORATION
-$3.1M
169,055
+7%
减持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$3.0M
202,234
-28%
减持
AMD
ADVANCED MICRO DEVICES, INC.
-$3.0M
66,389
-18%
减持
SPGI
S&P GLOBAL, INC.
-$2.9M
95,006
-8%
增持
SCMB
SCHWAB MUNICIPAL BOND ETF
+$2.9M
174,487
+200%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$2.9M
198,544
-3%
减持
PBR
PETROLEO BRASILEIRO SA SPONSORED ADR
-$2.8M
29,320
-88%
减持
BLK
BLACKROCK, INC.
-$2.8M
15,929
-9%
减持
QCOM
QUALCOMM INCORPORATED
-$2.8M
318,354
-5%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$2.8M
17,560
-76%
建仓
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$2.7M
61,051
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$2.7M
2,054,068
+1%
增持
IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
+$2.6M
305,791
+21%
减持
ISRG
INTUITIVE SURGICAL, INC.
-$2.5M
78,844
-1%
减持
ADP
AUTOMATIC DATA PROCESSING, INC.
-$2.5M
51,652
-17%
增持
GS
GOLDMAN SACHS GROUP, INC.
+$2.5M
11,901
+70%
减持
DE
DEERE & COMPANY
+$2.5M
55,694
-0%
增持
PM
PHILIP MORRIS INTERNATIONAL INC.
+$2.5M
56,256
+5%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$2.4M
2,589,059
-2%
增持
NKE
NIKE, INC. CLASS B
-$2.4M
237,327
+3%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$2.4M
79,428
-12%
减持
GILD
GILEAD SCIENCES, INC.
+$2.4M
189,034
-7%
增持
DHR
DANAHER CORPORATION
-$2.4M
104,033
+1%
增持
CVS
CVS HEALTH CORPORATION
+$2.4M
53,879
+94%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$2.3M
589,001
-8%
增持
MDLZ
MONDELEZ INTERNATIONAL, INC. CLASS A
+$2.2M
148,401
+13%
减持
EMR
EMERSON ELECTRIC CO.
-$2.2M
115,580
-4%
减持
VB
VANGUARD SMALL-CAP ETF
-$2.2M
112,467
-1%
减持
TSCO
TRACTOR SUPPLY COMPANY
-$2.2M
219,694
-18%
清仓
AMTM
AMENTUM HOLDINGS, INC.
-$2.2M
0
-100%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$2.2M
147,766
-3%
建仓
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$2.1M
28,164
减持
ODFL
OLD DOMINION FREIGHT LINE, INC.
-$2.1M
59,936
-12%
减持
CAT
CATERPILLAR INC.
-$2.1M
48,521
-3%
建仓
UBSI
UNITED BANKSHARES, INC.
+$2.1M
60,305
增持
LOW
LOWE'S COMPANIES, INC.
-$2.1M
155,829
+0%
