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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 83
减持 56
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
RGEN
REPLIGEN CORP
+$368.4M
2,755,943
增持
AAPL
APPLE INC
+$95.1M
1,563,438
+6%
增持
NVDA
NVIDIA CORP
+$88.5M
1,817,380
+15%
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。
增持
GOOGL
ALPHABET INC CLASS A
+$65.6M
777,107
+11%
建仓
PYLD
PIMCO MULTISECTOR BOND ACTIVE ETF
+$54.8M
2,041,568
减持
VOO
VANGUARD S&P 500 ETF
+$54.4M
1,550,102
-2%
增持
OEF
ISHARES S&P 100 ETF
+$46.1M
283,637
+79%
减持
IVV
ISHARES CORE S&P 500 ETF
+$40.1M
854,136
-0%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$39.9M
45,202
-89%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$37.6M
3,904,585
-11%
增持
GOOG
ALPHABET INC CLASS C
+$35.3M
527,271
+0%
增持
BAI
ISHARES A.I. INNOVATION AND TECH ACT ETF
+$33.0M
1,437,706
+157%
增持
MSFT
MICROSOFT CORP
+$32.3M
698,053
+5%
减持
IYW
ISHARES US TECHNOLOGY ETF
-$30.7M
121,850
-61%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$28.7M
3,504,248
+4%
增持
DYNF
ISHARES U.S. EQUITY FAC ROTATION ACT ETF
+$26.9M
2,059,852
+18%
增持
BIV
VANGUARD INTERM-TERM BOND ETF
+$26.5M
3,389,339
+10%
增持
ORCL
ORACLE CORP
+$24.9M
314,241
+8%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$24.7M
4,940,967
+1%
增持
VUG
VANGUARD GROWTH ETF
+$22.9M
533,498
+0%
增持
ITA
ISHARES US AEROSPACE & DEFENSE ETF
+$20.8M
100,730
+6866%
增持
ABBV
ABBVIE INC
+$20.0M
243,350
+24%
增持
TSLA
TESLA INC
+$19.4M
108,147
+20%
增持
VTV
VANGUARD VALUE ETF
+$19.2M
1,418,692
+2%
减持
IUSB
ISHARES CORE UNIVERSAL USD BOND ETF
-$18.8M
3,912,545
-10%
增持
JNJ
JOHNSON & JOHNSON
+$17.6M
343,331
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$17.2M
250,169
+12%
增持
SPMD
STATE STREET SPDR PORT S&P 400 MD CPETF
+$16.3M
1,060,708
+30%
增持
GEV
GE VERNOVA INC
+$15.9M
33,165
+290%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TR ETF
+$15.1M
1,331,030
+97%
增持
GE
GE AEROSPACE
+$14.3M
84,413
+95%
增持
IAU
ISHARES GOLD TRUST
+$14.1M
436,676
+54%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$13.6M
519,338
-17%
增持
AJG
ARTHUR J. GALLAGHER & CO
+$12.6M
85,730
+96%
增持
GS
THE GOLDMAN SACHS GROUP INC
+$12.6M
23,710
+166%
减持
JNK
STATE STREET SPDR BLMBG HI YLD BD ETF
-$12.6M
803,328
-14%
增持
AMZN
AMAZON.COM INC
+$12.1M
609,279
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$11.5M
45,371
+74%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$11.3M
1,356,749
-17%
减持
—
ACCENTURE PLC CLASS A
-$10.4M
159,614
-4%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$10.3M
606,428
+18%
增持
—
EATON CORP PLC
+$10.2M
62,125
+70%
增持
AXP
AMERICAN EXPRESS CO
+$10.0M
123,428
+27%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR
+$9.8M
110,827
+18%
增持
MSI
MOTOROLA SOLUTIONS INC
+$9.4M
25,037
+408%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$9.3M
536,893
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$9.2M
85,969
+113%
减持
INTU
INTUIT INC
-$9.1M
39,647
-14%
增持
—
ASML HOLDING NV ADR
+$9.0M
53,726
+0%
建仓
FSS
FEDERAL SIGNAL CORP
+$9.0M
75,306
减持
ISRG
INTUITIVE SURGICAL INC
-$8.8M
79,636
-3%
增持
SNOW
SNOWFLAKE INC ORDINARY SHARES
+$8.6M
48,639
+353%
增持
BX
BLACKSTONE INC
+$8.5M
64,178
+296%
增持
QCOM
QUALCOMM INC
+$8.5M
354,850
+12%
建仓
ULS
UL SOLUTIONS INC CLASS A COMMON STOCK
+$8.4M
118,482
增持
MET
METLIFE INC
+$8.2M
125,611
+369%
增持
—
ISHARES IBONDS DEC 2025 TERM TR ETF
+$8.2M
1,001,688
+54%
增持
SCHW
CHARLES SCHWAB CORP
+$8.2M
123,607
+210%
减持
OTIS
OTIS WORLDWIDE CORP ORDINARY SHARES
-$8.0M
13,010
-86%
增持
HON
HONEYWELL INTERNATIONAL INC
+$8.0M
92,931
+87%
减持
DIS
THE WALT DISNEY CO
-$7.7M
512,003
-4%
减持
ROP
ROPER TECHNOLOGIES INC
-$7.7M
31,042
-24%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$7.7M
1,065,257
-3%
增持
SPY
SPDR S&P 500 ETF
+$7.5M
118,709
+2%
增持
IBTJ
ISHARES IBONDS DEC 2029 TERM TR ETF
+$7.0M
805,137
+66%
减持
JPM
JPMORGAN CHASE & CO
+$7.0M
356,996
-2%
增持
IBTI
ISHARES IBONDS DEC 2028 TERM TR ETF
+$7.0M
797,841
+64%
增持
IBTH
ISHARES IBONDS DEC 2027 TERM TR ETF
+$6.9M
803,412
+62%
增持
SPSM
STATE STREET SPDR PORT S&P 600 SM CPETF
+$6.9M
412,247
+44%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$6.9M
1,087,820
-3%
减持
COST
COSTCO WHOLESALE CORP
-$6.6M
84,313
-1%
增持
LAMR
LAMAR ADVERTISING CO CLASS A
+$6.4M
78,064
+197%
建仓
B
BARRICK MINING CORP
+$6.3M
193,285
减持
ADBE
ADOBE INC
-$6.3M
76,754
-11%
清仓
NSSC
NAPCO SECURITY TECHNOLOGIES, INC.
-$6.1M
0
-100%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$6.1M
937,094
+13%
增持
APD
AIR PRODUCTS AND CHEMICALS INC
+$6.1M
44,241
+108%
建仓
PBE
INVESCO BIOTECHNOLOGY & GENOME ETF
+$5.9M
85,095
增持
AMGN
AMGEN INC
+$5.8M
84,536
+31%
减持
V
VISA INC CLASS A
-$5.5M
262,467
-2%
减持
KNSL
KINSALE CAPITAL GROUP INC
-$5.4M
26,927
-23%
增持
VEU
VANGUARD FTSE ALL-WLD EX-US ETF
+$5.4M
381,467
+17%
增持
FSV
FIRSTSERVICE CORP ORDINARY SHARES
+$5.4M
74,819
+47%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$5.2M
2,436,818
-1%
减持
SPGI
S&P GLOBAL INC
-$4.9M
90,875
-2%
减持
APH
AMPHENOL CORP CLASS A
+$4.8M
219,509
-3%
增持
LOW
LOWE'S COMPANIES INC
+$4.8M
154,206
+1%
减持
SYK
STRYKER CORP
-$4.8M
34,231
-22%
减持
AMT
AMERICAN TOWER CORP
-$4.8M
116,831
-5%
增持
—
MEDTRONIC PLC
+$4.7M
498,940
+2%
增持
PG
PROCTER & GAMBLE CO
+$4.7M
282,031
+16%
增持
KMB
KIMBERLY-CLARK CORP
+$4.5M
62,672
+144%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$4.5M
106,051
-45%
增持
APP
APPLOVIN CORP ORDINARY SHARES - CLASS A
+$4.3M
9,663
+29%
减持
SDY
STATE STREET SPDR S&P DIVIDEND ETF
-$4.3M
121,087
-23%
减持
BLK
BLACKROCK INC
-$4.2M
10,689
-33%
增持
GD
GENERAL DYNAMICS CORP
+$4.1M
78,998
+1%
减持
AVGO
BROADCOM INC
+$4.1M
191,716
-11%
减持
TSCO
TRACTOR SUPPLY CO
-$4.1M
127,350
-40%
增持
NOW
SERVICENOW INC
+$4.0M
20,576
+42%
减持
DE
DEERE & CO
-$4.0M
51,092
-5%
增持
MBB
ISHARES MBS ETF
+$3.7M
1,299,050
+2%
减持
NFLX
NETFLIX INC
-$3.7M
23,268
-1%
增持
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVEETF
+$3.6M
1,220,914
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.4M
82,992
+18%
减持
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
+$3.4M
1,960,348
-3%
减持
GIB
CGI INC CLASS A
-$3.4M
5,312
-86%
减持
CAT
CATERPILLAR INC
+$3.3M
45,003
-4%
增持
PEP
PEPSICO INC
+$3.3M
278,735
+3%
减持
—
THOMSON REUTERS CORP
-$3.1M
65,204
-1%
增持
SCMB
SCHWAB MUNICIPAL BOND ETF
+$3.0M
569,983
+23%
增持
PLTR
PALANTIR TECHNOLOGIES INC ORDINARY SHARES - CLASS A
+$2.9M
55,075
+6%
减持
VNQI
VANGUARD GLOBAL EX-US REAL EST ETF
-$2.8M
1,085,796
-8%
减持
MA
MASTERCARD INC CLASS A
-$2.8M
74,245
-7%
减持
CVX
CHEVRON CORP
+$2.8M
238,012
-0%
增持
NVO
NOVO NORDISK AS ADR
-$2.7M
637,807
+15%
增持
LRCX
LAM RESEARCH CORP
+$2.7M
74,870
+0%
减持
ARES
ARES MANAGEMENT CORP ORDINARY SHARES - CLASS A
-$2.7M
158,894
-2%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$2.7M
119,011
-0%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$2.7M
152,017
-1%
减持
IT
GARTNER INC
-$2.6M
17,399
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$2.6M
4,351
-3%
建仓
QLTA
ISHARES AAA - A RATED CORPORATE BOND ETF
+$2.6M
52,807
减持
SHM
STT STRT SPDR NUVEEN ICE S/T MUNCPLETF
-$2.5M
1,994,926
-3%
建仓
CLOA
ISHARES AAA CLO ACTIVE ETF
+$2.5M
48,934
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.5M
507,985
+3%
减持
NKE
NIKE INC CLASS B
-$2.4M
138,871
-19%
增持
VB
VANGUARD SMALL-CAP ETF
+$2.4M
117,462
+1%
增持
GOVT
ISHARES US TREASURY BOND ETF
+$2.4M
7,889,842
+1%
减持
CPRT
COPART INC
-$2.4M
423,374
-3%
增持
BRK/A
BERKSHIRE HATHAWAY INC CLASS A
+$2.4M
8
+60%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$2.3M
26,042
增持
HELO
JPMORGAN HEDGED EQUITY LDRD OVRLY ETF
+$2.3M
211,553
+16%
清仓
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$2.3M
0
-100%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$2.2M
3,829,421
-3%
减持
TXN
TEXAS INSTRUMENTS INC
-$2.2M
44,795
-11%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$2.2M
129,638
+0%
减持
SCHX
SCHWAB US LARGE-CAP ETF
+$2.1M
1,937,722
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
32,787
+11%
增持
VTEC
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
+$2.1M
26,378
+369%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.1M
567,950
+2%
增持
HDB
HDFC BANK LTD ADR
-$2.1M
165,110
+64%
减持
CHRW
C.H. ROBINSON WORLDWIDE INC
+$2.1M
113,717
-16%
减持
KKR
KKR & CO INC ORDINARY SHARES
-$2.0M
248,471
-4%
减持
QQQ
INVESCO QQQ TRUST
+$2.0M
44,370
-0%
减持
UPS
UNITED PARCEL SERVICE INC CLASS B
-$2.0M
75,948
-8%
增持
DHI
D.R. HORTON INC
+$2.0M
32,718
+17%
增持
PSTG
PURE STORAGE INC CLASS A
+$2.0M
26,905
+408%
增持
MORN
MORNINGSTAR INC
-$1.9M
25,361
+2%
增持
SHOP
SHOPIFY INC REGISTERED SHS -A- SUBORD VTG
+$1.9M
25,785
+57%
