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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 36
增持 88
减持 22
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TRUST
+$465.8M
799,091
+573%
增持
IVV
ISHARES CORE S&P 500 ETF
+$299.5M
1,271,953
+49%
建仓
SHDG
SOUNDWATCH HEDGED EQUITY ETF
+$160.9M
4,985,122
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
QQQ
INVESCO QQQ TRUST SERIES I
+$122.0M
242,014
+445%
增持
AAPL
APPLE INC.
+$91.7M
1,801,601
+15%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$89.8M
2,769,491
-29%
增持
RGEN
REPLIGEN CORPORATION
+$85.6M
2,770,862
+1%
增持
GOOGL
ALPHABET INC. CLASS A
+$75.0M
843,079
+8%
建仓
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$61.8M
596,396
增持
VOO
VANGUARD S&P 500 ETF
+$51.6M
1,595,889
+3%
建仓
GBND
GOLDMAN SACHS ETF TR
+$47.5M
934,273
增持
IVE
ISHARES S&P 500 VALUE ETF
+$44.3M
731,518
+36%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$42.5M
1,855,788
+505%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$39.8M
318,712
+162%
增持
GOOG
ALPHABET INC. CLASS C
+$38.1M
530,787
+1%
清仓
—
UNILEVER PLC ADR
-$37.2M
0
-100%
建仓
UL
UNILEVER PLC
+$36.5M
557,360
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$34.0M
573,072
建仓
COWZ
PACER US CASH COWS 100 ETF
+$33.7M
559,720
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$30.3M
2,847,963
+45%
增持
NVDA
NVIDIA CORPORATION
+$27.4M
1,964,878
+8%
减持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$26.0M
542,317
-32%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$25.9M
3,821,180
+9%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$25.1M
383,323
增持
ORCL
ORACLE CORPORATION
-$24.2M
329,256
+5%
清仓
—
ISHARES IBONDS DEC 2025 TERM TR ETF
-$23.4M
0
-100%
增持
LLY
ELI LILLY AND COMPANY
+$23.1M
62,626
+8%
建仓
QQQM
INVESCO NASDAQ 100 ETF
+$21.8M
86,022
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$20.3M
56,361
增持
AMZN
AMAZON.COM, INC.
+$19.9M
665,873
+9%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$19.9M
212,205
+64%
建仓
GIGL
GOLDMAN SACHS ETF TR
+$18.4M
361,121
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$18.0M
253,956
+2130%
增持
PYLD
PIMCO ETF TR
+$17.8M
2,719,807
+33%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$16.1M
315,824
+267%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$15.9M
418,269
+294%
建仓
GTIP
GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF
+$15.7M
319,482
建仓
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$15.0M
54,281
建仓
DSTL
DISTILLATE US FDMTL STBLTY & VAL ETF
+$14.9M
252,449
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$14.4M
1,195,539
+10%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$14.3M
580,624
+12%
增持
JNJ
JOHNSON & JOHNSON
+$14.2M
375,989
+10%
增持
IBTK
ISHARES IBONDS DEC 2030 TERM TREASURY ETF
+$13.7M
924,228
+294%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$13.6M
412,346
+95%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$13.3M
1,276,484
+20%
建仓
PULS
PGIM ULTRA SHORT BOND ETF
+$13.3M
267,374
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$13.1M
4,968,670
+1%
建仓
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$13.0M
125,178
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$12.8M
159,345
+345%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$12.8M
266,092
+535%
增持
VTV
VANGUARD VALUE ETF
+$12.7M
1,451,534
+2%
清仓
—
INVESCO BULLETSHARES 2025 HY CORP BD ETF
-$12.4M
0
-100%
建仓
SMOT
VANECK MORNINGSTAR SMID MOAT ETF
+$12.3M
339,937
增持
GS
GOLDMAN SACHS GROUP, INC.
+$12.2M
35,346
+49%
建仓
GEM
GOLDMAN SACHS ETF TR
+$12.1M
290,767
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$12.0M
146,625
+442%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$11.5M
15,029
-88%
增持
DIS
WALT DISNEY COMPANY
+$11.5M
616,462
+20%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$11.5M
1,380,840
+20%
建仓
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$11.3M
194,906
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$11.0M
252,068
+1902%
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY ETF
+$11.0M
218,410
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$10.9M
3,538,190
+4%
建仓
IETC
ISHARES U S ETF TR
+$10.5M
103,414
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
-$10.0M
912,491
-16%
建仓
SYSB
ISHARES TR
+$9.9M
110,136
增持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$9.7M
1,234,952
+54%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$9.4M
96,821
+24%
增持
META
META PLATFORMS INC CLASS A
-$9.2M
158,282
+2%
建仓
RUNN
RUNNING OAK EFFICIENT GROWTH ETF
+$9.1M
273,532
建仓
CAIQ
CALAMOS ETF TR
+$9.1M
355,800
建仓
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$9.1M
211,157
减持
SHM
SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
-$9.0M
1,817,846
-9%
建仓
CAIE
CALAMOS ETF TR
+$9.0M
334,950
增持
MPLX
MPLX LP
+$8.9M
172,520
+2740%
增持
VUG
VANGUARD GROWTH ETF
+$8.7M
542,351
+2%
增持
SDY
SPDR S&P DIVIDEND ETF
+$8.7M
184,447
+52%
增持
JPM
JPMORGAN CHASE & CO.
+$8.6M
376,217
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
+$8.6M
267,325
+7%
减持
ISRG
INTUITIVE SURGICAL, INC.
+$8.5M
77,856
-2%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$8.3M
679,714
-9%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$8.2M
1,173,429
-14%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$8.2M
582,737
+41%
增持
—
ARCH CAPITAL GROUP LTD.
+$8.1M
96,904
+624%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$8.0M
1,686,300
+27%
增持
VV
VANGUARD LARGE-CAP ETF
+$8.0M
80,635
+43%
增持
HD
HOME DEPOT, INC.
-$7.7M
147,561
+2%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$7.7M
308,452
-12%
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$7.6M
286,819
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$7.4M
7,600,137
-4%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$7.4M
118,097
+56%
增持
AXP
AMERICAN EXPRESS COMPANY
+$7.3M
130,661
+6%
减持
ZTS
ZOETIS, INC. CLASS A
-$7.3M
17,732
-73%
增持
PEG
PUBLIC SERVICE ENTERPRISE GROUP INC
+$7.2M
104,290
+668%
建仓
JMUB
JPMORGAN MUNICIPAL ETF
+$7.1M
140,010
建仓
CSM
PROSHARES LARGE CAP CORE PLUS
+$6.9M
86,946
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$6.8M
63,449
+771%
增持
AMD
ADVANCED MICRO DEVICES, INC.
+$6.7M
94,127
+13%
增持
CSCO
CISCO SYSTEMS, INC.
+$6.7M
772,444
+0%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$6.6M
790,411
+10%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$6.4M
2,111,020
+2%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$6.4M
126,552
+33%
清仓
—
ISHARES IBONDS DEC 2025 TERM CORP ETF
-$6.4M
0
-100%
增持
OEF
ISHARES S&P 100 ETF
+$6.3M
293,499
+3%
增持
AVGO
BROADCOM INC.
+$6.2M
200,719
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC.
+$6.2M
48,698
+7%
增持
NFLX
NETFLIX, INC.
-$6.2M
231,816
+896%
建仓
AAUS
ALPHA ARCHITECT US EQUITY ETF
+$6.2M
111,775
减持
COST
COSTCO WHOLESALE CORPORATION
-$6.1M
83,380
-1%
建仓
SLVP
ISHARES MSCI GLOBAL SILVER MINERS ETF
+$6.1M
177,592
建仓
FDG
AMERICAN CENTURY FOC DYNMC GR ETF
+$6.0M
47,772
建仓
VPLS
VANGUARD CORE-PLUS BOND ETF
+$6.0M
76,884
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$5.9M
3,524,238
-8%
建仓
EVTR
EATON VANCE TOTAL RETURN BOND ETF
+$5.9M
114,279
增持
AMGN
AMGEN INC.
+$5.9M
90,799
+7%
增持
HON
HONEYWELL INTERNATIONAL INC.
+$5.8M
129,883
+40%
减持
AJG
ARTHUR J. GALLAGHER & CO.
-$5.7M
80,591
-6%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$5.6M
28,765
+613%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$5.5M
11,697
+165%
增持
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$5.5M
1,044,411
+31%
增持
MBB
ISHARES MBS ETF
+$5.5M
1,355,696
+4%
增持
IBTJ
ISHARES IBONDS DEC 2029 TERM TREASURY ETF
+$5.5M
1,055,383
+31%
增持
MRK
MERCK & CO., INC.
+$5.4M
148,903
+22%
减持
ADBE
ADOBE INC.
-$5.3M
62,122
-19%
减持
—
ALCON AG
-$5.3M
7,680
-90%
增持
CRM
SALESFORCE, INC.
+$5.1M
132,364
+5%
建仓
GMUB
GOLDMAN SACHS ETF TR
+$5.0M
98,395
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$5.0M
1,084,160
+2%
增持
MSFT
MICROSOFT CORPORATION
+$5.0M
757,928
+9%
减持
—
ASML HOLDING NV SPONSORED ADR
+$4.8M
53,095
-1%
增持
GEV
GE VERNOVA INC.
+$4.7M
38,426
+16%
增持
MU
MICRON TECHNOLOGY, INC.
+$4.6M
35,092
+9%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$4.5M
76,577
+34%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$4.5M
78,802
+28%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$4.5M
193,885
+34%
增持
SHOP
SHOPIFY, INC. CLASS A
+$4.4M
51,393
+99%
增持
RTX
RTX CORPORATION
+$4.4M
231,046
+2%
减持
RELX
RELX PLC SPONSORED ADR
-$4.3M
41,980
-67%
增持
IBTM
ISHARES IBONDS DEC 2032 TERM TREASURY ETF
+$4.2M
249,173
+270%
建仓
IXJ
ISHARES GLOBAL HEALTHCARE ETF
+$4.1M
42,309
减持
ROP
ROPER TECHNOLOGIES, INC.
-$4.1M
25,543
-18%
建仓
AAEQ
ALPHA ARCHITECT US EQUITY 2 ETF
+$4.1M
83,311
增持
WMT
WALMART INC.
+$4.1M
397,308
+2%
减持
TMUS
T-MOBILE US, INC.
-$4.1M
111,066
-0%
增持
KMB
KIMBERLY-CLARK CORPORATION
+$4.1M
117,756
+88%
减持
AMT
AMERICAN TOWER CORPORATION
-$4.0M
105,213
-10%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$4.0M
1,885,504
-3%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$4.0M
21,976
+89%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$3.9M
423,648
+11%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$3.9M
61,291
+49%
