小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
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
$405.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 55
增持 76
减持 9
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$5.0M
67,613
+33%
增持
AMZN
AMAZON COM INC COM
+$3.6M
61,038
+52%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.2M
34,908
+150%
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。
建仓
SHOP
SHOPIFY INC CL A
+$3.2M
40,095
增持
META
META PLATFORMS INC CL A
+$3.2M
9,071
+128%
增持
MSFT
MICROSOFT CORP COM
+$2.7M
24,879
+39%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$2.5M
17,370
+803%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$2.5M
133,936
+21%
减持
SCHX
SCHWAB US LARGE CAP ETF
-$2.2M
63,884
-37%
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$2.1M
6,376
增持
ACIO
APTUS COLLARED INVESTMENT OPPORTUNITY ETF
+$1.8M
233,268
+18%
增持
NVDA
NVIDIA CORPORATION COM
+$1.8M
123,273
+16%
建仓
SQ
BLOCK INC CL A
+$1.7M
25,899
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.6M
101,208
+17%
增持
IVV
ISHARES CORE SP 500 ETF
+$1.5M
4,262
+155%
建仓
MGV
VANGUARD MEGA CAP VALUE ETF
+$1.5M
11,961
增持
DLN
WISDOMTREE US LARGECAP DIVIDEND FUND
+$1.5M
92,242
+17%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.5M
21,057
+60%
建仓
HOOD
ROBINHOOD MKTS INC COM CL A
+$1.3M
57,320
增持
TDVG
T ROWE PRICE DIVIDEND GROWTH ETF
+$1.3M
181,239
+14%
增持
TSLA
TESLA INC COM
+$1.3M
10,974
+36%
增持
DRSK
APTUS DEFINED RISK ETF
+$1.3M
178,307
+28%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$1.3M
16,794
+306%
增持
OSCV
OPUS SMALL CAP VALUE ETF
+$1.3M
150,652
+19%
建仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$1.2M
33,748
增持
DON
WISDOMTREE US MIDCAP DIVIDEND FUND
+$1.2M
124,187
+13%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$1.2M
134,080
+8%
建仓
NET
CLOUDFLARE INC CL A COM
+$1.1M
13,475
建仓
ROKU
ROKU INC COM CL A
+$1.1M
14,300
增持
STXF
STRIVE 500 ETF
+$1.1M
185,659
+12%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$1.0M
7,739
+146%
增持
DGRS
WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND
+$1.0M
70,181
+28%
增持
PFE
PFIZER INC COM
+$1.0M
44,783
+357%
建仓
TWLO
TWILIO INC CL A
+$997.7K
15,298
增持
VOO
VANGUARD SP 500 ETF
+$967.1K
5,864
+38%
增持
JPM
JPMORGAN CHASE CO COM
+$965.7K
18,399
+28%
建仓
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$913.3K
17,370
增持
—
EXXON MOBIL CORP COM
+$896.7K
51,171
+15%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$856.7K
70,184
+29%
建仓
PYPL
PAYPAL HLDGS INC COM
+$810.3K
10,385
增持
FYLD
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
+$804.9K
103,022
+32%
建仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$777.1K
5,045
建仓
NBOS
NEUBERGER BERMAN OPTION STRATEGY ETF
+$775.3K
29,420
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$759.9K
5,852
+90%
增持
REGL
PROSHARES SP MIDCAP 400 DIVIDEND ARISTOCRATS ETF
+$756.7K
40,385
+17%
建仓
MU
MICRON TECHNOLOGY INC COM
+$753.3K
7,264
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$737.0K
41,416
-30%
建仓
GOVT
ISHARES US TREASURY BOND ETF
+$719.3K
30,674
建仓
MBB
ISHARES MBS ETF
+$700.9K
7,315
增持
IDUB
APTUS INTERNATIONAL ENHANCED YIELD
+$693.8K
117,668
+29%
增持
JPST
JPMORGAN ULTRASHORT INCOME ETF
+$691.0K
109,840
+14%
增持
BMY
BRISTOL MYERS SQUIBB CO COM
+$688.0K
21,394
+112%
增持
WMT
WALMART INC COM
+$684.7K
31,184
+15%
增持
SMDV
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
+$661.1K
41,232
+17%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$655.1K
6,500
+83%
建仓
VOE
VANGUARD MIDCAP VALUE ETF
+$649.6K
3,874
建仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$645.2K
7,066
增持
DPG
DUFF PHELPS UTLITY AND INFST COM
+$638.4K
328,802
+0%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$631.3K
5,949
清仓
—
APOLLO SR FLOATING RATE FD INC COM
-$631.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$630.9K
46,792
+31%
增持
COST
COSTCO WHSL CORP NEW COM
+$613.0K
2,122
+42%
建仓
ORCL
ORACLE CORP COM
+$609.7K
3,578
清仓
DMAR
FT VEST US EQUITY DEEP BUFFER ETF MARCH
-$608.5K
0
-100%
建仓
—
STERLING CAPITAL FOCUS EQUITY ETF
+$602.1K
20,900
增持
SBUX
STARBUCKS CORP COM
+$596.7K
10,398
+94%
建仓
BNY
BANK NEW YORK MELLON CORP COM
+$594.6K
8,275
建仓
IVOL
QUADRATIC INTEREST RATE VOLATILITY INFLATION HEDGE ETF
+$594.1K
30,862
减持
ADBE
ADOBE INC COM
-$578.4K
2,047
-31%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$578.2K
13,515
+60%
建仓
KLAC
KLA CORP COM NEW
+$562.2K
726
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$554.9K
13,710
+216%
建仓
HWM
HOWMET AEROSPACE INC COM
+$552.8K
5,514
建仓
ARM
ARM HOLDINGS PLC SPONSORED ADS
+$544.9K
3,810
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$533.3K
14,268
+79%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$532.2K
1,966
+62%
建仓
LLY
ELI LILLY CO COM
+$531.7K
600
增持
FPE
FIRST TRUST PREFERRED SECURITIES INCOME ETF
+$529.8K
138,615
+22%
建仓
CSCO
CISCO SYS INC COM
+$528.3K
9,926
清仓
FMAR
FT VEST US EQUITY BUFFER ETF MARCH
-$502.8K
0
-100%
建仓
MARA
MARA HOLDINGS INC COM
+$502.8K
31,000
建仓
—
ARISTA NETWORKS INC COM
+$500.5K
1,304
增持
EYLD
CAMBRIA EMERGING SHAREHOLDER YIELD ETF
+$499.1K
59,394
+31%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$493.2K
4,985
+45%
增持
IHDG
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
+$489.4K
58,908
+22%
增持
V
VISA INC COM CL A
+$485.4K
5,621
+39%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$483.3K
116,934
+7%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$480.1K
27,343
+35%
建仓
QJUN
FT VEST NASDAQ 100 BUFFER ETF JUNE
+$479.3K
17,745
增持
ABBV
ABBVIE INC COM
+$469.7K
4,382
+90%
建仓
—
UNILEVER PLC SPON ADR NEW
+$468.0K
7,205
增持
SGOV
ISHARES 03 MONTH TREASURY BOND ETF
+$460.3K
7,039
+185%
建仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$455.8K
10,057
增持
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
+$455.3K
43,435
+19%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$442.2K
17,169
+32%
建仓
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$439.8K
4,865
建仓
SE
SEA LTD SPONSORD ADS
+$438.4K
4,650
建仓
FJUN
FT VEST US EQUITY BUFFER ETF JUNE
+$437.8K
8,665
清仓
WFC
WELLS FARGO CO NEW COM
-$432.4K
0
-100%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$424.8K
13,292
+17%
增持
MRK
MERCK CO INC COM
+$424.7K
7,816
+109%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$417.7K
3,423
+141%
减持
TCPC
BLACKROCK TCP CAPITAL CORP COM
-$415.9K
162,561
-0%
清仓
QMAR
FT VEST NASDAQ 100 BUFFER ETF MARCH
-$414.3K
0
-100%
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$411.8K
24,340
+15%
增持
SPY
SPDR SP 500 ETF TRUST
+$411.3K
3,705
+18%
增持
SPYM
SPDR PORTFOLIO SP 500 ETF
+$406.3K
12,595
+82%
建仓
VOT
VANGUARD MIDCAP GROWTH ETF
+$397.3K
1,632
建仓
QCOM
QUALCOMM INC COM
+$392.7K
2,309
清仓
ADSK
AUTODESK INC COM
-$390.7K
0
-100%
减持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
-$385.4K
5,113
-44%
增持
AVGO
BROADCOM INC COM
+$384.8K
4,790
+1642%
建仓
HON
HONEYWELL INTL INC COM
+$383.4K
1,855
建仓
RSJN
FT VEST US EQUITY EQUAL WEIGHT BUFFER ETF JUNE
+$381.4K
11,842
增持
BAC
BANK AMERICA CORP COM
+$381.3K
19,681
+96%
增持
GSEW
GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF
+$377.1K
19,037
+23%
减持
CPRT
COPART INC COM
-$374.6K
7,475
-47%
增持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
+$370.4K
8,180
+152%
建仓
BA
BOEING CO COM
+$369.0K
2,427
建仓
AES
AES CORP COM
+$368.3K
18,362
增持
VTV
VANGUARD VALUE ETF
+$367.3K
12,828
+10%
建仓
INTC
INTEL CORP COM
+$367.1K
15,647
建仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$366.9K
1,831
建仓
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$358.6K
10,461
增持
PGR
PROGRESSIVE CORP COM
+$355.9K
5,429
+10%
清仓
—
AON PLC SHS CL A
-$351.7K
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$349.8K
10,055
清仓
SEIQ
SEI ENHANCED US LARGE CAP QUALITY FACTOR ETF
-$349.5K
0
-100%
建仓
VEU
VANGUARD FTSE ALL WORLD EX US INDEX FUND
+$346.8K
5,504
建仓
FTNT
FORTINET INC COM
+$346.6K
4,469
建仓
KGS
KODIAK GAS SVCS INC COM
+$341.1K
11,762
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$335.1K
5,346
增持
PM
PHILIP MORRIS INTL INC COM
+$332.8K
11,413
+10%
增持
BIL
SPDR BLOOMBERG 1 3 MONTH TBILL ETF
+$331.3K
6,145
+142%
减持
SEIV
SEI ENHANCED US LARGE CAP VALUE FACTOR ETF
-$324.8K
11,745
-49%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$323.5K
10,188
+68%
建仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$322.0K
1,626
减持
VOOG
VANGUARD SP 500 GROWTH ETF
-$321.7K
1,105
-48%
建仓
TFC
TRUIST FINL CORP COM
+$319.7K
7,474
减持
SEIM
SEI ENHANCED US LARGE CAP MOMENTUM FACTOR ETF
-$318.8K
11,141
-49%
建仓
REFI
CHICAGO ATLANTIC REAL ESTATE F COM
+$318.7K
20,550
增持
MO
ALTRIA GROUP INC COM
+$318.2K
27,560
+15%
清仓
INTU
INTUIT COM
-$318.1K
0
-100%
增持
PINS
PINTEREST INC CL A
+$317.3K
16,329
+241%
清仓
YMAR
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER
-$317.1K
0
-100%
增持
DGRE
WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND
+$315.4K
55,696
+19%
增持
D
DOMINION ENERGY INC COM
+$315.1K
9,955
+87%
增持
STWD
STARWOOD PPTY TR INC COM
+$314.1K
127,024
+6%
建仓
TRV
TRAVELERS COMPANIES INC COM
+$313.3K
1,338
建仓
GME
GAMESTOP CORP NEW CL A
+$309.3K
13,490
