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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 40
增持 57
减持 31
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
KHPI
MANAGED PORTFOLIO SERIES
+$4.0M
158,074
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.6M
98,025
-3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.6M
29,918
+125%
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
STXF
EA SERIES TRUST
+$3.1M
261,700
+41%
清仓
IDUB
APTUS INTERNATIONAL ENHANCED YIELD
-$2.6M
0
-100%
建仓
SPYV
SPDR SER TR
+$2.2M
42,564
增持
TSLA
TESLA INC
+$2.2M
12,437
+13%
增持
SPYG
SPDR SER TR
+$2.1M
62,779
+54%
增持
IJR
ISHARES TR
+$1.8M
19,567
+386%
增持
VOO
VANGUARD INDEX FDS
+$1.8M
9,012
+54%
建仓
BALI
BLACKROCK ETF TRUST
+$1.7M
57,703
建仓
VIGI
VANGUARD WHITEHALL FDS
+$1.7M
20,759
减持
AMZN
AMAZON COM INC
+$1.7M
59,397
-3%
增持
ACIO
ETF SER SOLUTIONS
+$1.6M
270,753
+16%
减持
MGK
VANGUARD WORLD FD
-$1.6M
1,414
-78%
清仓
MGV
VANGUARD MEGA CAP VALUE ETF
-$1.5M
0
-100%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.5M
61,895
增持
AAPL
APPLE INC
+$1.5M
68,985
+2%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$1.5M
58,155
减持
NVDA
NVIDIA CORPORATION
+$1.4M
121,542
-1%
建仓
SCHM
SCHWAB STRATEGIC TR
+$1.3M
48,397
建仓
IMCB
ISHARES TR
+$1.3M
17,066
建仓
IMCG
ISHARES TR
+$1.1M
14,508
增持
GME
GAMESTOP CORP NEW
+$1.0M
42,740
+217%
建仓
SPHY
SPDR SER TR
+$993.6K
42,335
增持
DYNF
BLACKROCK ETF TRUST
+$993.1K
38,196
+96%
增持
BND
VANGUARD BD INDEX FDS
+$985.6K
22,776
+162%
减持
AMD
ADVANCED MICRO DEVICES INC
-$961.4K
15,636
-10%
增持
VTV
VANGUARD INDEX FDS
+$940.3K
18,781
+46%
增持
DRSK
ETF SER SOLUTIONS
+$939.8K
218,225
+22%
减持
SHOP
SHOPIFY INC
+$905.1K
38,731
-3%
建仓
IGIB
ISHARES TR
+$890.4K
17,285
增持
OSCV
ETF SER SOLUTIONS
+$876.2K
176,214
+17%
减持
—
EXXON MOBIL CORP
-$871.3K
47,662
-7%
减持
HOOD
ROBINHOOD MKTS INC
-$865.0K
12,814
-78%
增持
SCHA
SCHWAB STRATEGIC TR
+$827.6K
46,692
+533%
增持
DFAI
DIMENSIONAL ETF TRUST
+$806.9K
154,898
+32%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$787.9K
41,980
+54%
建仓
SPTL
SPDR SER TR
+$787.6K
30,073
增持
DLN
WISDOMTREE TR
+$786.3K
103,263
+12%
清仓
NBOS
NEUBERGER BERMAN OPTION STRATEGY ETF
-$775.3K
0
-100%
增持
GSEW
GOLDMAN SACHS ETF TR
+$773.5K
29,117
+53%
减持
PG
PROCTER AND GAMBLE CO
-$760.6K
17,217
-18%
建仓
ICVT
ISHARES TR
+$743.9K
8,754
增持
BKAG
BNY MELLON ETF TRUST
+$723.3K
30,186
+150%
清仓
GOVT
ISHARES US TREASURY BOND ETF
-$719.3K
0
-100%
增持
TOTR
T ROWE PRICE ETF INC
+$712.2K
28,215
+183%
增持
DGRE
WISDOMTREE TR
+$709.0K
90,112
+62%
增持
DON
WISDOMTREE TR
+$697.3K
138,257
+11%
增持
DIVO
AMPLIFY ETF TR
+$683.4K
31,106
+123%
增持
SGOV
ISHARES TR
+$671.5K
13,760
+95%
建仓
COIN
COINBASE GLOBAL INC
+$669.4K
2,696
建仓
BLK
BLACKROCK INC
+$662.5K
646
减持
UPS
UNITED PARCEL SERVICE INC
-$654.6K
61,522
-0%
增持
DGRS
WISDOMTREE TR
+$626.4K
82,819
+18%
减持
USIG
ISHARES TR
-$621.9K
5,796
-67%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
+$617.5K
206,359
+33%
减持
GOOGL
ALPHABET INC
+$610.7K
33,810
-3%
增持
AVGO
BROADCOM INC
+$604.7K
6,172
+29%
减持
JUCY
ETF SER SOLUTIONS
-$596.4K
124,455
-16%
增持
SCHG
SCHWAB STRATEGIC TR
+$586.6K
40,161
+685%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$579.4K
86,066
+23%
增持
SYLD
CAMBRIA ETF TR
+$574.8K
17,041
+108%
增持
JPM
JPMORGAN CHASE & CO.
+$569.6K
18,561
+1%
清仓
KLAC
KLA CORP COM NEW
-$562.2K
0
-100%
建仓
RLY
SSGA ACTIVE ETF TR
+$561.8K
20,794
增持
DGRW
WISDOMTREE TR
+$529.3K
144,250
+8%
增持
EMB
ISHARES TR
+$525.5K
8,347
+259%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$510.8K
16,334
清仓
—
ARISTA NETWORKS INC COM
-$500.5K
0
-100%
建仓
HYZD
WISDOMTREE TR
+$493.8K
22,203
增持
WMT
WALMART INC
+$479.0K
33,172
+6%
减持
FSK
FS KKR CAP CORP
+$466.8K
257,849
-1%
减持
SBUX
STARBUCKS CORP
-$465.7K
6,005
-42%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$462.3K
17,574
+101%
增持
V
VISA INC
+$460.9K
6,349
+13%
清仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$455.8K
0
-100%
增持
QCOM
QUALCOMM INC
+$447.3K
5,468
+137%
建仓
TFLO
ISHARES TR
+$445.2K
8,822
减持
SQ
BLOCK INC
+$437.2K
25,601
-1%
增持
KMI
KINDER MORGAN INC DEL
+$433.2K
33,242
+54%
减持
VBR
VANGUARD INDEX FDS
-$429.3K
4,419
-32%
增持
FBND
FIDELITY MERRIMACK STR TR
+$427.4K
22,033
+84%
增持
SCHX
SCHWAB STRATEGIC TR
+$425.3K
205,343
+221%
清仓
BBY
BEST BUY INC COM
-$421.7K
0
-100%
增持
FYLD
CAMBRIA ETF TR
+$420.0K
130,472
+27%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$419.0K
118,964
+8%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$415.5K
49,067
-24%
清仓
VOT
VANGUARD MIDCAP GROWTH ETF
-$397.3K
0
-100%
建仓
SEIE
SEI EXCHANGE TRADED FUNDS
+$393.3K
16,482
建仓
HYGH
ISHARES U S ETF TR
+$388.7K
4,502
清仓
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$385.2K
0
-100%
减持
MTUM
ISHARES TR
-$384.2K
1,497
-56%
建仓
SCHP
SCHWAB STRATEGIC TR
+$380.2K
14,721
建仓
VDE
VANGUARD WORLD FD
+$379.9K
3,132
建仓
SOUN
SOUNDHOUND AI INC
+$378.9K
19,100
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$378.4K
6,978
增持
VUG
VANGUARD INDEX FDS
+$373.5K
6,990
+8%
建仓
DAL
DELTA AIR LINES INC DEL
+$373.4K
6,172
增持
FPE
FIRST TR EXCH TRADED FD III
+$372.1K
162,771
+17%
清仓
AES
AES CORP COM
-$368.3K
0
-100%
清仓
INTC
INTEL CORP COM
-$367.1K
0
-100%
建仓
AAP
ADVANCE AUTO PARTS INC
+$356.3K
7,535
减持
MBB
ISHARES TR
-$353.5K
3,789
-48%
增持
MARA
MARA HOLDINGS INC
+$352.6K
51,007
+65%
清仓
VEU
VANGUARD FTSE ALL WORLD EX US INDEX FUND
-$346.8K
0
-100%
清仓
FTNT
FORTINET INC COM
-$346.6K
0
-100%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$338.2K
4,666
-60%
减持
XLV
SELECT SECTOR SPDR TR
-$335.3K
3,211
-36%
建仓
EL
LAUDER ESTEE COS INC
+$335.3K
4,472
建仓
UAL
UNITED AIRLS HLDGS INC
+$335.1K
3,451
建仓
FLTB
FIDELITY MERRIMACK STR TR
+$332.9K
6,707
增持
CLSK
CLEANSPARK INC
+$331.7K
61,550
+144%
建仓
WAT
WATERS CORP
+$327.9K
884
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$327.9K
43,395
+29%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$326.9K
2,646
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$326.6K
11,178
建仓
NRG
NRG ENERGY INC
+$324.7K
3,599
清仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$322.0K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$321.0K
3,660
-38%
清仓
TFC
TRUIST FINL CORP COM
-$319.7K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$319.6K
10,683
-21%
增持
REGL
PROSHARES TR
+$319.4K
44,906
+11%
减持
ORCL
ORACLE CORP
-$313.9K
1,775
-50%
增持
BOXX
EA SERIES TRUST
+$311.8K
7,859
+54%
建仓
AMGN
AMGEN INC
+$308.0K
1,182
清仓
HYG
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
-$307.4K
0
-100%
减持
NET
CLOUDFLARE INC
+$307.2K
12,975
-4%
清仓
VPL
VANGUARD FTSE PACIFIC ETF
-$305.3K
0
-100%
清仓
DVY
ISHARES SELECT DIVIDEND ETF
-$305.1K
0
-100%
减持
IHDG
WISDOMTREE TR
-$304.8K
54,918
-7%
建仓
HCMT
DIREXION SHS ETF TR
+$304.4K
8,436
清仓
MPWR
MONOLITHIC PWR SYS INC COM
-$303.2K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$299.8K
139,308
+4%
增持
EYLD
CAMBRIA ETF TR
+$292.4K
74,974
+26%
清仓
IWL
ISHARES RUSSELL TOP 200 ETF
-$284.4K
0
-100%
增持
XCEM
COLUMBIA ETF TR II
+$284.1K
42,853
+42%
建仓
PWR
QUANTA SVCS INC
+$279.1K
883
增持
GBDC
GOLUB CAP BDC INC
+$275.6K
201,650
+10%
清仓
JPMB
JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF
-$275.2K
0
-100%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$274.8K
4,175
增持
VTEB
VANGUARD MUN BD FDS
+$271.7K
18,807
+43%
增持
QQQ
INVESCO QQQ TR
+$271.3K
5,127
+6%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$268.3K
24,947
-16%
增持
SMDV
PROSHARES TR
+$265.5K
46,125
+12%
减持
—
NORTHERN LTS FD TR IV
-$263.6K
11,400
-45%
减持
BIL
SPDR SER TR
-$261.8K
3,307
-46%
建仓
LTPZ
PIMCO ETF TR
+$260.4K
5,000
建仓
NTSX
WISDOMTREE TR
+$258.6K
5,539
减持
IDEV
ISHARES TR
-$255.2K
7,234
-29%
