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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 58
减持 87
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORPORATION
+$84.2M
661,848
+1%
增持
NVDA
NVIDIA CORPORATION
+$78.7M
1,585,815
+0%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$51.4M
3,369,175
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。
+21%
减持
VOO
VANGUARD S&P 500 ETF
+$49.2M
1,575,401
-4%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$47.6M
4,871,864
+3%
建仓
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
+$42.6M
1,196,978
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$39.3M
4,392,617
-11%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$37.0M
1,627,235
+45%
增持
VUG
VANGUARD GROWTH ETF
+$36.3M
531,327
+0%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$34.5M
824,028
+440%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$32.0M
6,342
-99%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$27.6M
4,360,363
-12%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$27.3M
29,602
-58%
增持
META
META PLATFORMS INC CLASS A
+$25.0M
154,235
+0%
增持
AAPL
APPLE INC.
-$24.7M
1,476,966
+0%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$24.6M
816,324
+111%
减持
AVGO
BROADCOM INC.
+$22.9M
214,709
-1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$21.8M
856,197
-13%
减持
ORCL
ORACLE CORPORATION
+$18.9M
290,155
-9%
增持
OEF
ISHARES S&P 100 ETF
+$17.9M
158,609
+42%
减持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
-$17.1M
223,445
-5%
减持
SHM
SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
-$17.0M
2,064,442
-15%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$16.3M
271,517
+191%
建仓
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$16.1M
558,486
减持
AMZN
AMAZON.COM, INC.
+$16.1M
554,450
-0%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$15.6M
3,079,264
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$14.8M
364,338
-2%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$14.0M
3,936,941
-13%
减持
GOOGL
ALPHABET INC. CLASS A
+$13.7M
699,628
-1%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$13.5M
513,096
+38%
减持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$13.0M
938,536
-14%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$11.7M
325,010
+94%
减持
DIS
WALT DISNEY COMPANY
+$11.5M
535,217
-4%
增持
GOOG
ALPHABET INC. CLASS C
+$11.4M
524,989
+0%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$11.3M
112,278
+5093%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR
+$9.3M
93,584
+31%
减持
NFLX
NETFLIX, INC.
+$8.9M
23,603
-3%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$7.8M
789,646
-9%
减持
INTU
INTUIT INC.
+$7.7M
45,940
-1%
减持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$7.6M
1,745,131
-3%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$7.4M
519,868
+5%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$7.3M
674,775
+89%
减持
CVX
CHEVRON CORPORATION
-$7.3M
238,890
-4%
增持
SCMB
SCHWAB MUNICIPAL BOND ETF
+$7.2M
462,276
+165%
减持
—
ASML HOLDING NV SPONSORED ADR
+$7.1M
53,610
-1%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$7.0M
558,968
-10%
增持
ZTS
ZOETIS, INC. CLASS A
+$7.0M
64,297
+250%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$6.9M
1,098,355
-11%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$6.8M
7,832,116
-4%
减持
APH
AMPHENOL CORPORATION CLASS A
+$6.6M
226,074
-6%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$6.4M
651,802
+73%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$6.2M
315,106
-9%
增持
TSLA
TESLA, INC.
+$6.2M
90,432
+4%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$6.2M
626,943
-1%
减持
IAU
ISHARES GOLD TRUST
-$6.1M
283,060
-30%
减持
PEP
PEPSICO, INC.
-$6.1M
271,757
-3%
减持
SPY
SPDR S&P 500 ETF TRUST
+$5.6M
115,834
-2%
增持
UBER
UBER TECHNOLOGIES, INC.
+$5.4M
196,124
+11%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$5.4M
81,748
+4%
减持
BKNG
BOOKING HOLDINGS INC.
+$5.2M
4,502
-1%
减持
ABBV
ABBVIE, INC.
-$5.2M
195,892
-1%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$5.1M
286,319
+65%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$5.0M
93,382
+124%
减持
—
ACCENTURE PLC CLASS A
-$4.9M
166,635
-5%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$4.9M
82,263
-1%
减持
CSCO
CISCO SYSTEMS, INC.
+$4.8M
755,515
-2%
减持
AXP
AMERICAN EXPRESS COMPANY
+$4.8M
97,311
-0%
减持
VTV
VANGUARD VALUE ETF
+$4.6M
1,388,095
-0%
增持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$4.6M
495,885
+70%
增持
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$4.6M
486,873
+72%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$4.5M
34,179
+123%
增持
KKR
KKR & CO INC
+$4.5M
258,102
+0%
增持
IBTJ
ISHARES IBONDS DEC 2029 TERM TREASURY ETF
+$4.5M
486,420
+72%
建仓
CIG
COMPANHIA ENERGETICA DE MINAS GERAIS SA SPONSORED ADR PFD
+$4.4M
2,246,056
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$4.4M
182,588
+55%
减持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$4.4M
18,420
-82%
减持
HYMB
SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
-$4.2M
1,140,355
-11%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
-$4.2M
2,467,565
-5%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$4.1M
710,584
-6%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$4.1M
2,023,549
-8%
减持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$4.0M
84,531
-64%
增持
NOW
SERVICENOW, INC.
+$4.0M
14,509
+6%
减持
SDY
SPDR S&P DIVIDEND ETF
-$3.9M
156,359
-16%
减持
SBUX
STARBUCKS CORPORATION
-$3.9M
557,198
-0%
减持
MBB
ISHARES MBS ETF
-$3.8M
1,276,906
-3%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$3.7M
129,350
-4%
增持
—
EATON CORP. PLC
+$3.7M
36,508
+6%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$3.7M
2,002,549
-2%
增持
JNJ
JOHNSON & JOHNSON
-$3.7M
301,275
+1%
减持
ADBE
ADOBE INC.
-$3.6M
86,305
-10%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$3.5M
402,630
-3%
减持
TMUS
T-MOBILE US, INC.
-$3.5M
116,423
-1%
增持
CACI
CACI INTERNATIONAL INC CLASS A
+$3.5M
11,662
+105%
减持
CPRT
COPART, INC.
-$3.4M
437,062
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC.
-$3.4M
26,031
-7%
增持
PLTR
PALANTIR TECHNOLOGIES INC. CLASS A
+$3.4M
52,161
+18%
减持
ARES
ARES MANAGEMENT CORPORATION
+$3.4M
162,471
-4%
减持
HYDB
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
-$3.4M
49,329
-59%
减持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$3.3M
43,600
-57%
增持
FERG
FERGUSON ENTERPRISES INC.
+$3.2M
55,618
+0%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$3.2M
153,774
-2%
增持
AMD
ADVANCED MICRO DEVICES, INC.
+$3.2M
70,331
+6%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$3.2M
193,690
-24%
减持
NDAQ
NASDAQ, INC.
+$3.1M
275,090
-3%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$3.1M
8,414
-77%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$3.0M
1,968,621
-4%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$3.0M
181,509
-3%
增持
CEG
CONSTELLATION ENERGY CORPORATION
+$3.0M
16,918
+36%
减持
NKE
NIKE, INC. CLASS B
-$2.9M
170,695
-28%
减持
IRM
IRON MOUNTAIN, INC.
+$2.9M
182,741
-1%
增持
—
EXXON MOBIL CORPORATION
-$2.9M
276,396
+0%
减持
PH
PARKER-HANNIFIN CORPORATION
+$2.8M
31,601
-0%
增持
GE
GE AEROSPACE
+$2.8M
43,217
+4%
增持
BA
BOEING COMPANY
+$2.8M
44,636
+16%
减持
ICVT
ISHARES CONVERTIBLE BOND ETF
-$2.6M
41,073
-46%
增持
PTL
INSPIRE 500 ETF
+$2.6M
22,134
+85%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.6M
44,582
-5%
清仓
—
DISCOVER FINANCIAL SERVICES
-$2.6M
0
-100%
增持
VB
VANGUARD SMALL-CAP ETF
+$2.5M
115,757
+3%
增持
CRWD
CROWDSTRIKE HOLDINGS, INC. CLASS A
+$2.5M
15,742
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
+$2.4M
44,996
+3%
减持
COST
COSTCO WHOLESALE CORPORATION
+$2.4M
85,479
-2%
减持
LOW
LOWE'S COMPANIES, INC.
-$2.4M
153,103
-2%
建仓
LQDH
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF
+$2.4M
25,691
减持
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
+$2.3M
87,963
-1%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$2.3M
372,856
-7%
增持
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$2.2M
57,476
+104%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$2.2M
2,457,149
-7%
减持
CAT
CATERPILLAR INC.
+$2.2M
46,785
-4%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.2M
396,543
-1%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$2.1M
1,733,326
-8%
减持
EMR
EMERSON ELECTRIC CO.
+$2.1M
110,793
-4%
增持
GEV
GE VERNOVA INC.
+$2.0M
8,500
+4%
减持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
-$2.0M
238,192
-20%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$1.9M
640,183
-12%
增持
AMGN
AMGEN INC.
-$1.9M
64,715
+1%
增持
HDB
HDFC BANK LIMITED SPONSORED ADR
+$1.9M
100,577
+15%
增持
VZ
VERIZON COMMUNICATIONS INC.
+$1.9M
225,074
+30%
减持
ROP
ROPER TECHNOLOGIES, INC.
-$1.9M
40,887
-4%
减持
NVO
NOVO NORDISK A/S SPONSORED ADR CLASS B
-$1.9M
552,601
-4%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$1.9M
178,649
-2%
减持
MAR
MARRIOTT INTERNATIONAL, INC. CLASS A
-$1.8M
7,791
-53%
增持
BIBL
INSPIRE 100 ETF
+$1.8M
90,069
+81%
减持
HEI
HEICO CORPORATION
+$1.8M
34,962
-3%
减持
MRK
MERCK & CO., INC.
-$1.8M
125,694
-4%
减持
FISV
FISERV, INC.
-$1.7M
28,779
-5%
增持
MTB
M&T BANK CORPORATION
+$1.7M
12,442
+224%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$1.7M
78,329
+21%
减持
—
ALCON AG
-$1.7M
82,950
-13%
增持
PM
PHILIP MORRIS INTERNATIONAL INC.
+$1.7M
58,257
+4%
