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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 68
减持 75
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
RGEN
REPLIGEN CORP
-$127.2M
2,773,980
+0%
减持
OEF
ISHARES TR
-$91.6M
28,615
-90%
增持
MSFT
MICROSOFT CORP
-$79.1M
776,609
+2%
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。
减持
BSV
VANGUARD BD INDEX FDS
-$67.5M
1,922,954
-31%
增持
EFG
ISHARES TR
+$53.1M
490,483
+3416%
增持
GOVT
ISHARES TR
+$52.5M
9,932,883
+31%
增持
PYLD
PIMCO ETF TR
+$47.9M
4,591,369
+69%
减持
JNK
SPDR SERIES TRUST
-$46.2M
68,722
-87%
增持
GBND
GOLDMAN SACHS ETF TR
+$40.0M
1,732,174
+85%
增持
VOO
VANGUARD INDEX FDS
-$39.1M
1,608,662
+1%
减持
AAPL
APPLE INC
-$38.4M
1,778,753
-1%
减持
GOOGL
ALPHABET INC
-$36.4M
791,050
-6%
建仓
BLCR
BLACKROCK ETF TRUST
+$35.5M
864,341
建仓
IDEF
BLACKROCK ETF TRUST
+$34.9M
1,070,854
减持
ORCL
ORACLE CORP
-$32.5M
215,402
-35%
增持
GSIE
GOLDMAN SACHS ETF TR
+$29.5M
894,547
+324%
减持
DYNF
BLACKROCK ETF TRUST
-$26.4M
1,752,856
-17%
增持
VUG
VANGUARD INDEX FDS
-$22.4M
554,536
+2%
减持
ITA
ISHARES TR
-$21.6M
4,627
-96%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$21.3M
805,094
+1%
减持
IAU
ISHARES GOLD TR
-$20.7M
159,397
-63%
减持
GOOG
ALPHABET INC
-$20.7M
508,570
-4%
减持
SHM
SPDR SERIES TRUST
-$19.3M
1,419,516
-22%
增持
IVV
ISHARES TR
+$17.0M
1,359,535
+7%
减持
QCOM
QUALCOMM INC
-$16.7M
345,188
-3%
增持
—
EXXON MOBIL CORP
+$16.0M
297,404
+4%
增持
GIGL
GOLDMAN SACHS ETF TR
+$15.8M
681,103
+89%
减持
IVE
ISHARES TR
-$15.6M
660,573
-10%
减持
EMB
ISHARES TR
-$15.0M
23,571
-87%
增持
GTIP
GOLDMAN SACHS ETF TR
+$14.9M
620,337
+94%
减持
ADBE
ADOBE INC
-$14.8M
28,541
-54%
减持
META
META PLATFORMS INC
-$14.6M
157,167
-1%
增持
CVX
CHEVRON CORPORATION
+$14.2M
258,043
+0%
增持
AMZN
AMAZON COM INC
-$14.1M
670,394
+1%
增持
NFLX
NETFLIX INC.
+$13.3M
364,105
+57%
减持
SPGI
S&P GLOBAL INC
-$13.1M
77,782
-12%
增持
IEFA
ISHARES TR
+$12.3M
5,062,078
+2%
减持
JPM
JPMORGAN CHASE & CO
-$12.2M
370,760
-1%
增持
GEM
GOLDMAN SACHS ETF TR
+$11.8M
553,237
+90%
减持
JNJ
JOHNSON & JOHNSON
+$11.7M
366,322
-3%
减持
HYG
ISHARES TR
-$11.3M
8,926
-94%
减持
—
ACCENTURE PLC IRELAND
-$11.1M
144,634
-2%
增持
SPMD
SPDR SERIES TRUST
+$10.9M
1,434,068
+12%
减持
CRM
SALESFORCE INC
-$10.9M
129,326
-2%
增持
PG
PROCTER & GAMBLE CO
+$10.3M
355,010
+24%
减持
INTU
INTUIT
-$10.2M
37,206
-6%
减持
BIL
SPDR SERIES TRUST
-$10.2M
167,261
-40%
减持
ARES
ARES MANAGEMENT CORPORATION
-$9.9M
131,949
-12%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$9.8M
290,008
-24%
减持
AXP
AMERICAN EXPRESS CO
-$9.7M
127,713
-2%
增持
LLY
ELI LILLY & CO
-$9.6M
62,690
+0%
增持
BIV
VANGUARD BD INDEX FDS
+$9.6M
3,697,194
+4%
减持
QQQ
INVESCO QQQ TR
-$9.5M
241,011
-0%
减持
TSLA
TESLA INC
-$9.3M
112,543
-1%
减持
KKR
KKR & CO INC
-$9.2M
241,478
-2%
增持
NVDA
NVIDIA CORPORATION
+$8.9M
2,151,958
+10%
减持
SHDG
ADVISOR MANAGED PORTFOLIOS
-$8.6M
4,957,240
-1%
增持
DIS
DISNEY WALT CO
-$8.6M
638,550
+4%
增持
IVW
ISHARES TR
-$8.6M
1,105,695
+2%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$8.5M
752,462
-18%
减持
COST
COSTCO WHOLESALE CORPORATION
+$8.5M
80,677
-3%
增持
GMUB
GOLDMAN SACHS ETF TR
+$8.4M
264,570
+169%
增持
SCHG
SCHWAB STRATEGIC TR
-$8.2M
2,907,132
+2%
建仓
NAVN
NAVAN INC
+$8.2M
617,564
增持
HON
HONEYWELL INTL INC
+$8.1M
148,076
+14%
增持
V
VISA INC
-$7.8M
279,914
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$7.7M
1,912,047
+3%
减持
MA
MASTERCARD INCORPORATED
-$7.7M
64,313
-8%
增持
SPTL
SPDR SERIES TRUST
+$7.4M
570,789
+99%
增持
ISRG
INTUITIVE SURGICAL INC
-$7.4M
79,662
+2%
减持
BLK
BLACKROCK INC
-$7.1M
8,457
-40%
减持
GEV
GE VERNOVA INC
+$7.0M
36,788
-4%
减持
WDAY
WORKDAY INC
-$7.0M
4,046
-88%
减持
NDAQ
NASDAQ INC
-$6.9M
209,103
-18%
减持
BINC
BLACKROCK ETF TRUST II
-$6.6M
884,009
-11%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$6.6M
1,249,816
-9%
增持
IUSG
ISHARES TR
+$6.6M
170,474
+44%
减持
VNQ
VANGUARD INDEX FDS
-$6.5M
605,036
-11%
减持
VBR
VANGUARD INDEX FDS
-$6.4M
271,341
-12%
增持
CAT
CATERPILLAR INC
+$6.1M
44,369
+0%
增持
MBB
ISHARES TR
+$6.1M
1,422,567
+5%
减持
—
ASML HLDG NV
+$6.1M
47,608
-10%
增持
IBTK
ISHARES TR
+$6.0M
1,236,306
+34%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.0M
267,985
+0%
增持
NVO
NOVO-NORDISK A S
+$5.7M
1,052,622
+62%
增持
IYW
ISHARES TR
-$5.7M
319,444
+0%
减持
APD
AIR PRODUCTS AND CHEMICALS I
-$5.5M
21,404
-55%
增持
DE
DEERE & CO
+$5.5M
50,983
+2%
增持
IBTH
ISHARES TR
+$5.5M
1,481,203
+20%
增持
SPSM
SPDR SERIES TRUST
+$5.4M
677,379
+16%
增持
NOW
SERVICENOW INC
+$5.4M
204,654
+96%
减持
HEI
HEICO CORP NEW
-$5.4M
21,038
-39%
减持
WMT
WALMART INC
-$5.3M
313,778
-21%
减持
CRAI
CRA INTL INC
-$5.3M
57,836
-21%
减持
AJG
GALLAGHER ARTHUR J & CO
-$5.2M
72,296
-10%
增持
BOND
PIMCO ETF TR
+$5.2M
69,318
+431%
减持
BKNG
BOOKING HOLDINGS INC
-$5.1M
4,285
-1%
减持
IEMG
ISHARES INC
-$5.1M
3,609,503
-6%
减持
ABT
ABBOTT LABORATORIES
-$4.9M
195,878
-2%
减持
IWF
ISHARES TR
-$4.8M
96,222
-1%
减持
MORN
MORNINGSTAR INC
-$4.8M
1,519
-93%
减持
SHY
ISHARES TR
-$4.7M
199,938
-22%
建仓
BSY
BENTLEY SYS INC
+$4.7M
132,885
增持
CLOA
BLACKROCK ETF TRUST II
+$4.6M
138,734
+177%
增持
—
AERCAP HOLDINGS NV
+$4.4M
34,084
+1465%
减持
HD
HOME DEPOT INC
-$4.3M
141,165
-4%
减持
ITOT
ISHARES TR
-$4.3M
163,823
-12%
减持
DHR
DANAHER CORP DEL
-$4.2M
98,431
-1%
减持
VTV
VANGUARD INDEX FDS
+$4.1M
1,433,905
-1%
建仓
DPZ
DOMINOS PIZZA INC
+$4.0M
11,281
增持
IBTG
ISHARES TR
+$4.0M
1,859,979
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.0M
49,291
+1%
减持
KRE
SPDR SERIES TRUST
-$4.0M
8,216
-88%
减持
—
CHECK POINT SOFTWARE TECH LT
-$3.9M
3,239
-86%
增持
BBY
BEST BUY INC
+$3.8M
93,623
+187%
增持
CAIE
CALAMOS ETF TR
+$3.8M
506,200
+51%
减持
—
THOMSON REUTERS CORP
-$3.6M
52,120
-17%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$3.6M
44,849
-9%
增持
IRM
IRON MTN INC DEL
+$3.6M
175,653
+2%
增持
IUSB
ISHARES TR
+$3.6M
4,101,187
+3%
增持
QUAL
ISHARES TR
+$3.5M
619,423
+7%
减持
TSCO
TRACTOR SUPPLY CO
-$3.5M
57,861
-53%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$3.5M
32,448
+356%
减持
HEFA
ISHARES TR
-$3.5M
3,344,417
-5%
增持
E
ENI SPA
+$3.5M
133,671
+24%
减持
SCHX
SCHWAB STRATEGIC TR
-$3.5M
1,861,938
-2%
减持
BX
BLACKSTONE INC
-$3.5M
87,690
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.4M
305,285
+5%
减持
CHRW
C H ROBINSON WORLDWIDE IN
-$3.4M
89,145
-21%
增持
PULS
PGIM ETF TR
+$3.4M
336,405
+26%
建仓
—
ASTRAZENECA PLC
+$3.4M
16,987
增持
—
MEDTRONIC PLC
-$3.2M
522,544
+3%
增持
SCMB
SCHWAB STRATEGIC TR
+$3.2M
779,851
+21%
增持
CAIQ
CALAMOS ETF TR
+$3.2M
517,600
+45%
增持
AMAT
APPLIED MATLS INC
+$3.2M
36,371
+1%
减持
FSV
FIRSTSERVICE CORP NEW
-$3.2M
55,121
-21%
减持
ROP
ROPER TECHNOLOGIES INC
-$3.2M
23,199
-9%
减持
APP
APPLOVIN CORP
-$3.1M
10,189
-5%
减持
LRCX
LAM RESEARCH CORP
+$3.1M
75,763
-1%
增持
MU
MICRON TECHNOLOGY INC
+$3.1M
38,760
+10%
增持
—
EATON CORP PLC
+$3.1M
69,104
+2%
增持
IBTJ
ISHARES TR
+$3.0M
1,197,930
+14%
增持
ITW
ILLINOIS TOOL WKS INC
+$3.0M
86,378
+9%
减持
PEP
PEPSICO INC
+$3.0M
271,146
-1%
增持
IBTI
ISHARES TR
+$3.0M
1,181,634
+13%
减持
IGEB
ISHARES TR
-$2.9M
265,023
-18%
减持
HDB
HDFC BANK LTD
-$2.9M
110,536
-28%
减持
ICVT
ISHARES TR
-$2.8M
31,844
-48%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$2.8M
0
-100%
增持
GSC
GOLDMAN SACHS ETF TR
+$2.8M
103,811
+99%
