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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 29
增持 42
减持 35
清仓 44
方向
标的
Δ市值
现股数(环比)
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$9.8M
83,145
+178%
清仓
SHOP
SHOPIFY INC
-$4.1M
0
-100%
减持
AMZN
AMAZON COM INC
-$4.1M
46,865
-21%
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
GOOGL
ALPHABET INC
-$3.9M
15,916
-53%
减持
NVDA
NVIDIA CORPORATION
-$3.6M
117,767
-3%
减持
AAPL
APPLE INC
-$2.7M
65,448
-5%
减持
MSFT
MICROSOFT CORP
-$2.3M
23,077
-11%
减持
META
META PLATFORMS INC
-$2.2M
5,517
-40%
清仓
SQ
BLOCK INC
-$2.2M
0
-100%
增持
TSLA
TESLA INC
-$1.7M
12,630
+2%
增持
MSMR
ETF SER SOLUTIONS
+$1.6M
61,415
+795%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.5M
3,392
-78%
增持
HCMT
DIREXION SHS ETF TR
+$1.4M
57,329
+580%
清仓
NET
CLOUDFLARE INC
-$1.4M
0
-100%
清仓
GME
GAMESTOP CORP NEW
-$1.3M
0
-100%
增持
SGOV
ISHARES TR
+$1.3M
26,495
+93%
清仓
TWLO
TWILIO INC
-$1.2M
0
-100%
建仓
MPC
MARATHON PETE CORP
+$1.1M
7,523
清仓
ROKU
ROKU INC
-$1.1M
0
-100%
减持
TLT
ISHARES TR
-$1.0M
8,609
-58%
建仓
HYG
ISHARES TR
+$893.7K
11,328
清仓
MARA
MARA HOLDINGS INC
-$855.4K
0
-100%
清仓
QCOM
QUALCOMM INC
-$840.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$799.3K
63,266
+3%
减持
PFE
PFIZER INC
-$792.5K
12,253
-71%
减持
AVGO
BROADCOM INC
-$766.1K
3,971
-36%
增持
PG
PROCTER AND GAMBLE CO
+$716.5K
21,142
+23%
清仓
COIN
COINBASE GLOBAL INC
-$669.4K
0
-100%
增持
DGRW
WISDOMTREE TR
+$654.1K
154,373
+7%
增持
PGR
PROGRESSIVE CORP
+$624.4K
7,216
+22%
减持
COST
COSTCO WHSL CORP NEW
-$620.3K
1,560
-32%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$620.2K
9,516
增持
DLN
WISDOMTREE TR
+$614.4K
108,948
+6%
清仓
MU
MICRON TECHNOLOGY INC
-$608.8K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$595.5K
3,592
-63%
增持
BIL
SPDR SER TR
+$581.0K
9,630
+191%
建仓
XLF
SELECT SECTOR SPDR TR
+$567.8K
11,399
清仓
CLSK
CLEANSPARK INC
-$566.9K
0
-100%
增持
STXF
EA SERIES TRUST
+$533.3K
289,117
+10%
清仓
IVOL
KRANESHARES TRUST
-$532.2K
0
-100%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$525.0K
95,453
+11%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$516.1K
149,551
+7%
减持
VUG
VANGUARD INDEX FDS
-$500.9K
6,386
-9%
清仓
SE
SEA LTD
-$494.5K
0
-100%
减持
WMT
WALMART INC
-$493.0K
28,524
-14%
清仓
HOOD
ROBINHOOD MKTS INC
-$477.4K
0
-100%
建仓
MGV
VANGUARD WORLD FD
+$471.6K
3,660
清仓
ARM
ARM HOLDINGS PLC
-$470.9K
0
-100%
减持
—
EXXON MOBIL CORP
+$470.8K
47,068
-1%
增持
SPYV
SPDR SER TR
+$461.8K
51,665
+21%
建仓
JNK
SPDR SER TR
+$457.1K
4,796
增持
FYLD
CAMBRIA ETF TR
+$452.0K
138,924
+6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$446.5K
159,127
+3%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$440.2K
2,984
建仓
GILD
GILEAD SCIENCES INC
+$436.1K
3,892
增持
TDVG
T ROWE PRICE ETF INC
+$433.5K
194,833
+4%
清仓
BA
BOEING CO
-$432.4K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$414.9K
2,139
清仓
PINS
PINTEREST INC
-$402.8K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$397.7K
20,709
+10%
建仓
—
ASML HOLDING N V
+$393.6K
594
清仓
TMUS
T-MOBILE US INC
-$379.0K
0
-100%
清仓
SOUN
SOUNDHOUND AI INC
-$378.9K
0
-100%
增持
VIGI
VANGUARD WHITEHALL FDS
+$376.3K
24,557
+18%
清仓
DAL
DELTA AIR LINES INC DEL
-$373.4K
0
-100%
建仓
GLD
SPDR GOLD TR
+$371.1K
1,288
建仓
WYNN
WYNN RESORTS LTD
+$366.9K
4,394
增持
VOO
VANGUARD INDEX FDS
+$361.1K
10,151
+13%
清仓
—
UNILEVER PLC
-$358.2K
0
-100%
清仓
AAP
ADVANCE AUTO PARTS INC
-$356.3K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$354.0K
13,106
-36%
减持
HWM
HOWMET AEROSPACE INC
-$352.5K
2,029
-64%
建仓
QRVO
QORVO INC
+$351.4K
4,853
增持
CINF
CINCINNATI FINL CORP
+$348.8K
6,900
+48%
减持
HD
HOME DEPOT INC
-$348.5K
2,320
-25%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$347.4K
70,289
+21%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$346.4K
34,872
-29%
减持
CRM
SALESFORCE INC
-$345.9K
1,092
-43%
增持
GSEW
GOLDMAN SACHS ETF TR
+$340.5K
34,047
+17%
清仓
—
NORTHERN LTS FD TR IV
-$338.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$335.3K
16,771
-10%
清仓
UAL
UNITED AIRLS HLDGS INC
-$335.1K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$331.9K
3,779
-20%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$331.2K
571
清仓
WAT
WATERS CORP
-$327.9K
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$326.9K
0
-100%
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$326.6K
0
-100%
减持
CSCO
CISCO SYS INC
-$326.1K
5,150
-53%
清仓
NRG
NRG ENERGY INC
-$324.7K
0
-100%
减持
MRK
MERCK & CO INC
-$310.7K
8,082
-22%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$310.3K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
-$305.2K
21,227
-36%
清仓
ORCL
ORACLE CORP
-$295.8K
0
-100%
减持
—
MEDTRONIC PLC
-$295.6K
3,054
-57%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$292.0K
2,236
建仓
DLTR
DOLLAR TREE INC
+$290.1K
3,865
减持
SCHG
SCHWAB STRATEGIC TR
-$287.3K
33,227
-17%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$285.9K
3,090
清仓
DGRO
ISHARES TR
-$285.1K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$283.9K
10,148
-8%
增持
ACIO
ETF SER SOLUTIONS
+$283.5K
288,927
+7%
清仓
ILMN
ILLUMINA INC
-$277.1K
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$276.3K
7,589
增持
VZ
VERIZON COMMUNICATIONS INC
+$275.2K
49,248
+1%
建仓
XTL
SPDR SER TR
+$270.6K
2,707
建仓
NBOS
NEUBERGER BERMAN ETF TRUST
+$269.5K
10,535
减持
—
BARK INC
-$266.2K
12,000
-92%
减持
BLK
BLACKROCK INC
-$265.7K
419
-35%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$262.5K
21,182
+55%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$261.6K
4,105
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$261.1K
13,405
-24%
清仓
LTPZ
PIMCO ETF TR
-$260.4K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$259.8K
37,257
+20%
清仓
FDHY
FIDELITY COVINGTON TRUST
-$259.7K
0
-100%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
+$259.1K
222,156
+8%
建仓
JGRW
TRUST FOR PROFESSIONAL MANAG
+$254.4K
9,985
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$250.6K
113,403
-5%
减持
IVV
ISHARES TR
-$241.8K
3,829
-6%
增持
DRSK
ETF SER SOLUTIONS
+$241.3K
228,355
+5%
建仓
SPAB
SPDR SER TR
+$240.4K
9,412
增持
KHPI
MANAGED PORTFOLIO SERIES
+$237.3K
176,620
+12%
清仓
VKTX
VIKING THERAPEUTICS INC
-$233.9K
0
-100%
建仓
CVNA
CARVANA CO
+$233.3K
1,116
建仓
QGRW
WISDOMTREE TR
+$231.8K
5,281
清仓
DE
DEERE & CO
-$231.4K
0
-100%
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$230.7K
0
-100%
增持
STWD
STARWOOD PPTY TR INC
+$229.1K
149,600
+4%
增持
TOTR
T ROWE PRICE ETF INC
+$227.8K
33,379
+18%
增持
FBND
FIDELITY MERRIMACK STR TR
+$226.9K
26,627
+21%
增持
DGRE
WISDOMTREE TR
+$226.6K
102,065
+13%
清仓
REFI
CHICAGO ATLANTIC REAL ESTATE
-$224.4K
0
-100%
增持
HYGH
ISHARES U S ETF TR
+$224.1K
7,193
+60%
清仓
ICSH
ISHARES TR
-$222.2K
0
-100%
增持
NTSX
WISDOMTREE TR
+$221.2K
10,591
+91%
减持
BNY
BANK NEW YORK MELLON CORP
-$220.3K
5,003
-40%
清仓
AMOM
EXCHANGE LISTED FDS TR
-$219.8K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$218.9K
588
增持
T
AT&T INC
+$215.1K
35,546
+2%
清仓
KMB
KIMBERLY-CLARK CORP
-$214.1K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$213.8K
2,279
+3%
增持
TGT
TARGET CORP
-$212.3K
7,642
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$211.6K
23,199
+24%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$211.5K
64,757
+2%
清仓
PLUG
PLUG POWER INC
-$210.2K
0
-100%
建仓
TCAF
T ROWE PRICE ETF INC
+$210.1K
6,510
减持
ARKK
ARK ETF TR
-$210.1K
21,086
-1%
清仓
ETSY
ETSY INC
-$208.5K
0
-100%
建仓
AFL
AFLAC INC
+$206.3K
1,855
清仓
FEPI
ETF OPPORTUNITIES TRUST
-$204.3K
0
-100%
建仓
MINT
PIMCO ETF TR
+$204.3K
2,030