小隐寺数据中心API 小隐寺主站

United Advisor Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

United Advisor Group, LLC

报告期 2026-03-31 · CIK 0002004873

持仓数

508

前50大市值合计

$405.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$25.3M

144,875

6.2%

AAPL APPLE INC

COM

$22.3M

87,796

5.5%

STXF EA SERIES TRUST

STRIVE 500 ETF

$15.9M

379,492

3.9%

AMZN AMAZON COM INC

COM

$15.3M

73,669

3.8%

ACIO ETF SER SOLUTIONS

APTUS COLLRD INV

$15.3M

364,503

3.8%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$14.4M

98,577

3.6%

MSFT MICROSOFT CORP

COM

$14.2M

38,434

3.5%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$12.3M

140,238

3.0%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$11.9M

174,067

2.9%

DLN WISDOMTREE TR

US LARGECAP DIVD

$10.9M

122,029

2.7%

GOOGL ALPHABET INC

CAP STK CL A

$10.7M

37,075

2.6%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$10.5M

409,360

2.6%

OSCV ETF SER SOLUTIONS

OPUS SML CP VL

$10.3M

261,589

2.5%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$9.0M

91,703

2.2%

TDVG T ROWE PRICE ETF INC

PRICE DIV GRWT

$8.9M

199,566

2.2%

DRSK ETF SER SOLUTIONS

APTUS DEFINED

$8.1M

294,683

2.0%

MSMR ETF SER SOLUTIONS

MCELHENNY SHEFLD

$7.5M

218,531

1.9%

DON WISDOMTREE TR

US MIDCAP DIVID

$7.4M

141,468

1.8%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$7.4M

189,853

1.8%

UPS UNITED PARCEL SVCS INC

CL B

$7.1M

71,971

1.7%

TSLA TESLA INC

COM

$6.9M

18,572

1.7%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$6.9M

236,186

1.7%

— EXXON MOBIL CORP

COM

$6.9M

40,382

1.7%

VTV VANGUARD INDEX FDS

VALUE ETF

$6.8M

34,625

1.7%

JPM JPMORGAN CHASE & CO

COM

$6.8M

23,006

1.7%

META META PLATFORMS INC

CL A

$6.7M

11,763

1.7%

DGRS WISDOMTREE TR

US S CAP QTY DIV

$6.6M

124,667

1.6%

FYLD CAMBRIA ETF TR

CAMBRIA FGN SHR

$6.5M

173,993

1.6%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$6.4M

99,874

1.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$6.3M

10,524

1.6%

KHPI MANAGED PORTFOLIO SERIES

KENSINGTON HEDGE

$5.7M

234,135

1.4%

SYLD CAMBRIA ETF TR

SHSHLD YIELD ETF

$5.5M

73,272

1.4%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$5.2M

92,177

1.3%

FRDM EA SERIES TRUST

FREEDOM 100 EM

$5.2M

95,017

1.3%

IEMG ISHARES INC

CORE MSCI EMKT

$5.1M

72,521

1.2%

WMT WALMART INC

COM

$4.9M

39,651

1.2%

VUG VANGUARD INDEX FDS

GROWTH ETF

$4.8M

11,098

1.2%

CGXU CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI

$4.8M

164,251

1.2%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$4.7M

19,970

1.2%

EYLD CAMBRIA ETF TR

EMRG SHAREHLDR

$4.6M

111,115

1.1%

AGG ISHARES TR

CORE US AGGBD ET

$4.6M

46,115

1.1%

HTRB HARTFORD FDS EXCHANGE TRADED

TOTAL RTRN ETF

$4.5M

134,552

1.1%

CSRE COHEN & STEERS ETF TRUST

REAL ESTATE ACTI

$4.5M

172,718

1.1%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$4.5M

96,129

1.1%

DPG DUFF & PHELPS UTLITY AND INF

COM

$4.5M

309,774

1.1%

ARDC ARES DYNAMIC CR ALLOCATION F

COM

$4.4M

358,857

1.1%

IJR ISHARES TR

CORE S&P SCP ETF

$4.1M

33,302

1.0%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$4.1M

131,317

1.0%

GSEW GOLDMAN SACHS ETF TR

EQUAL WEIGHT US

$4.0M

47,807

1.0%

AMD ADVANCED MICRO DEVICES INC

COM

$4.0M

19,546

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

NVDA6.2%AAPL5.5%STXF3.9%AMZN3.8%ACIO3.8%PLTR3.6%