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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 38
增持 83
减持 16
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$12.0M
17,785
-79%
增持
NVDA
NVIDIA CORPORATION
+$7.1M
125,697
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.0M
90,172
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。
+4%
增持
MSMR
ETF SER SOLUTIONS
+$3.9M
183,573
+199%
增持
MSFT
MICROSOFT CORP
+$3.5M
24,407
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.0M
90,164
+114%
增持
IEMG
ISHARES INC
+$2.9M
61,288
+309%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$2.7M
101,486
+379%
增持
SPYG
SPDR SERIES TRUST
+$2.7M
87,383
+25%
增持
STXF
EA SERIES TRUST
+$2.4M
321,115
+11%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.2M
284,909
+32%
增持
VTV
VANGUARD INDEX FDS
+$1.9M
30,709
+48%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
9,408
+47%
增持
AMZN
AMAZON COM INC
+$1.7M
48,565
+4%
清仓
HCMT
DIREXION SHS ETF TR
-$1.7M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.7M
85,267
+157%
增持
ACIO
ETF SER SOLUTIONS
+$1.5M
306,475
+6%
增持
SPYV
SPDR SERIES TRUST
+$1.5M
79,247
+53%
清仓
EMXC
ISHARES INC
-$1.5M
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.4M
107,648
+95%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.4M
112,820
+63%
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.3M
51,652
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
40,193
+118%
增持
TSLA
TESLA INC
+$1.1M
13,917
+10%
增持
IDEV
ISHARES TR
+$1.1M
22,112
+173%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
17,939
+7%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.1M
90,766
+60%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.0M
56,741
+210%
增持
AVGO
BROADCOM INC
+$1.0M
6,085
+53%
增持
MUB
ISHARES TR
+$1.0M
13,712
+239%
增持
OSCV
ETF SER SOLUTIONS
+$1.0M
213,355
+11%
增持
DGRW
WISDOMTREE TR
+$989.1K
159,032
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$969.5K
38,860
+106%
增持
GSEW
GOLDMAN SACHS ETF TR
+$958.1K
43,500
+28%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$848.9K
28,886
+182%
减持
META
META PLATFORMS INC
+$843.0K
5,450
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$842.8K
43,732
+217%
增持
GLD
SPDR GOLD TR
+$830.8K
3,943
+206%
增持
SUB
ISHARES TR
+$807.2K
9,545
+385%
增持
BND
VANGUARD BD INDEX FDS
+$804.6K
35,290
+44%
增持
SEIV
SEI EXCHANGE TRADED FUNDS
+$803.3K
33,326
+180%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$802.0K
13,102
增持
BNDX
VANGUARD CHARLOTTE FDS
+$795.2K
38,936
+68%
增持
DRSK
ETF SER SOLUTIONS
+$780.5K
243,832
+7%
建仓
VTIP
VANGUARD MALVERN FDS
+$773.5K
15,387
建仓
ORCL
ORACLE CORP
+$765.7K
3,502
减持
SGOV
ISHARES TR
-$754.5K
18,997
-28%
建仓
PHYL
PGIM ETF TR
+$750.4K
21,144
建仓
CLIP
GLOBAL X FDS
+$741.4K
7,383
增持
WMT
WALMART INC
+$723.5K
33,009
+16%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$706.1K
31,383
减持
BIL
SPDR SERIES TRUST
-$666.9K
2,359
-76%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$665.7K
8,461
+174%
增持
DIS
DISNEY WALT CO
+$644.8K
8,090
+123%
增持
COST
COSTCO WHSL CORP NEW
+$642.2K
2,139
+37%
建仓
TTEQ
T ROWE PRICE ETF INC
+$631.9K
21,736
增持
DGRE
WISDOMTREE TR
+$629.0K
112,810
+11%
增持
IEFA
ISHARES TR
+$627.8K
21,267
+40%
增持
SPHY
SPDR SERIES TRUST
+$609.1K
73,216
+51%
建仓
KLAC
KLA CORP
+$605.5K
676
建仓
SEIQ
SEI EXCHANGE TRADED FUNDS
+$589.5K
15,854
建仓
ACWV
ISHARES INC
+$587.5K
4,955
增持
SPAB
SPDR SERIES TRUST
+$584.0K
32,204
+242%
增持
TCAF
T ROWE PRICE ETF INC
+$552.5K
21,617
+232%
增持
NFLX
NETFLIX INC
+$549.7K
946
+23%
清仓
TFLO
ISHARES TR
-$543.1K
0
-100%
建仓
TLH
ISHARES TR
+$527.8K
5,194
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$525.8K
0
-100%
增持
XCEM
COLUMBIA ETF TR II
+$521.0K
55,478
+19%
增持
GOOGL
ALPHABET INC
+$517.7K
16,904
+6%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$514.4K
147,738
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$495.5K
2,677
-30%
建仓
HYMB
SPDR SERIES TRUST
+$480.2K
19,377
增持
PWR
QUANTA SVCS INC
+$478.8K
2,057
+75%
增持
EYLD
CAMBRIA ETF TR
+$468.4K
83,103
+4%
减持
ARKK
ARK ETF TR
+$465.2K
20,892
-1%
增持
MBB
ISHARES TR
+$464.1K
7,096
+229%
建仓
—
TIDAL TR II
+$459.9K
20,744
增持
UPS
UNITED PARCEL SERVICE INC
-$459.2K
64,389
+2%
增持
KHPI
MANAGED PORTFOLIO SERIES
+$459.2K
185,561
+5%
增持
DIVO
AMPLIFY ETF TR
+$455.7K
46,408
+25%
增持
VTI
VANGUARD INDEX FDS
+$455.2K
4,916
+30%
增持
DG
DOLLAR GEN CORP NEW
+$451.0K
6,211
+111%
建仓
SCHF
SCHWAB STRATEGIC TR
+$447.8K
20,262
增持
GOOG
ALPHABET INC
+$447.2K
6,216
+48%
建仓
EMLC
VANECK ETF TRUST
+$444.8K
17,546
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$440.2K
0
-100%
增持
USMV
ISHARES TR
+$440.1K
8,493
+123%
减持
PG
PROCTER AND GAMBLE CO
-$440.1K
19,853
-6%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$436.1K
28,694
+70%
清仓
GILD
GILEAD SCIENCES INC
-$436.1K
0
-100%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$431.9K
6,609
增持
BAC
BANK AMERICA CORP
+$427.8K
25,397
+37%
减持
TLT
ISHARES TR
-$422.4K
4,093
-52%
增持
DGS
WISDOMTREE TR
+$421.7K
55,541
+1%
建仓
NRG
NRG ENERGY INC
+$415.4K
2,587
建仓
OTIS
OTIS WORLDWIDE CORP
+$415.0K
4,191
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$411.8K
85,895
+22%
减持
UNH
UNITEDHEALTH GROUP INC
-$410.2K
1,830
-2%
增持
—
EXXON MOBIL CORP
-$406.6K
48,156
+2%
增持
FYLD
CAMBRIA ETF TR
+$402.2K
141,705
+2%
减持
PGR
PROGRESSIVE CORP
-$401.0K
6,150
-15%
增持
VIGI
VANGUARD WHITEHALL FDS
+$393.0K
26,961
+10%
增持
IJR
ISHARES TR
+$388.4K
24,819
+12%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$382.6K
20,528
+56%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$380.1K
5,401
增持
IMCB
ISHARES TR
+$373.1K
22,837
+17%
清仓
WYNN
WYNN RESORTS LTD
-$366.9K
0
-100%
清仓
INTU
INTUIT
-$364.7K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$363.5K
831
建仓
SHY
ISHARES TR
+$356.5K
4,303
清仓
QRVO
QORVO INC
-$351.4K
0
-100%
建仓
BCI
ABRDN ETFS
+$346.9K
16,704
增持
DYNF
BLACKROCK ETF TRUST
+$346.8K
42,974
+5%
建仓
SPEM
SPDR INDEX SHS FDS
+$343.1K
8,028
建仓
IWD
ISHARES TR
+$334.6K
1,723
清仓
MPWR
MONOLITHIC PWR SYS INC
-$331.2K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$330.8K
9,751
-4%
建仓
IWM
ISHARES TR
+$328.4K
1,522
建仓
XLI
SELECT SECTOR SPDR TR
+$315.5K
2,139
建仓
TXN
TEXAS INSTRS INC
+$312.0K
1,503
建仓
IWS
ISHARES TR
+$308.0K
2,331
建仓
BA
BOEING CO
+$296.3K
1,414
建仓
ETSY
ETSY INC
+$293.3K
5,848
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$292.0K
0
-100%
建仓
BAI
BLACKROCK ETF TRUST
+$291.5K
10,104
增持
PM
PHILIP MORRIS INTL INC
+$290.1K
10,437
+3%
建仓
TOUS
T ROWE PRICE ETF INC
+$289.2K
8,935
增持
—
ASML HOLDING N V
+$287.6K
850
+43%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$283.7K
3,001
+99%
增持
QGRW
WISDOMTREE TR
+$282.5K
9,788
+85%
增持
GE
GE AEROSPACE
+$280.9K
2,236
+52%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
-$280.0K
229,304
+3%
增持
USIG
ISHARES TR
+$277.9K
10,032
+115%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$275.5K
4,664
+5%
建仓
BUYW
NORTHERN LTS FD TR IV
+$273.0K
19,441
清仓
XTL
SPDR SER TR
-$270.6K
0
-100%
清仓
NBOS
NEUBERGER BERMAN ETF TRUST
-$269.5K
0
-100%
减持
DLN
WISDOMTREE TR
+$268.6K
108,544
-0%
增持
RLY
SSGA ACTIVE ETF TR
+$266.3K
35,194
+33%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$264.4K
594
增持
CTAS
CINTAS CORP
+$262.4K
2,926
+54%
减持
MGV
VANGUARD WORLD FD
-$262.2K
1,596
-56%
增持
ISRG
INTUITIVE SURGICAL INC
+$261.1K
2,687
+11%
减持
XLY
SELECT SECTOR SPDR TR
-$259.1K
1,326
-52%
建仓
CEG
CONSTELLATION ENERGY CORP
+$258.5K
801
建仓
AMOM
EXCHANGE LISTED FDS TR
+$254.5K
5,561
减持
DFAI
DIMENSIONAL ETF TRUST
-$254.1K
136,402
-14%
增持
MA
MASTERCARD INCORPORATED
+$253.0K
1,133
+62%
建仓
IFRA
ISHARES TR
+$250.1K
5,084
