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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 40
增持 94
减持 5
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$8.3M
89,121
+27%
增持
NVDA
NVIDIA CORPORATION
+$7.6M
147,330
+17%
增持
GOOGL
ALPHABET INC
+$6.3M
38,343
+127%
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
TSLA
TESLA INC
+$5.7M
22,785
+64%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.6M
98,036
+9%
增持
AMZN
AMAZON COM INC
+$4.7M
69,922
+44%
建仓
SHOP
SHOPIFY INC
+$4.2M
28,586
增持
META
META PLATFORMS INC
+$4.2M
11,230
+106%
增持
MSFT
MICROSOFT CORP
+$4.1M
31,403
+29%
建仓
COIN
COINBASE GLOBAL INC
+$4.1M
12,075
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.9M
32,105
+81%
建仓
FRDM
EA SERIES TRUST
+$3.3M
73,889
增持
SCHX
SCHWAB STRATEGIC TR
+$3.3M
387,819
+36%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.1M
22,414
+554%
减持
DGRE
WISDOMTREE TR
-$2.7M
16,012
-86%
增持
STXF
EA SERIES TRUST
+$2.5M
354,975
+11%
增持
IVV
ISHARES TR
+$2.2M
6,230
+96%
增持
ACIO
ETF SER SOLUTIONS
+$2.0M
338,095
+10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.9M
182,944
+34%
增持
AGG
ISHARES TR
+$1.8M
45,496
+64%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
11,779
+21%
增持
OSCV
ETF SER SOLUTIONS
+$1.6M
242,698
+14%
减持
DGRW
WISDOMTREE TR
-$1.5M
132,741
-17%
建仓
ROKU
ROKU INC
+$1.5M
14,830
建仓
MARA
MARA HOLDINGS INC
+$1.4M
78,365
增持
TLT
ISHARES TR
+$1.4M
19,854
+385%
清仓
BKAG
BNY MELLON ETF TRUST
-$1.4M
0
-100%
增持
MSMR
ETF SER SOLUTIONS
+$1.4M
209,471
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
20,898
+16%
减持
IHDG
WISDOMTREE TR
-$1.4M
28,303
-53%
增持
FSK
FS KKR CAP CORP
-$1.4M
279,738
+4%
增持
CVX
CHEVRON CORP NEW
+$1.3M
14,626
+127%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$1.3M
25,021
增持
DLN
WISDOMTREE TR
+$1.3M
117,231
+8%
增持
KHPI
MANAGED PORTFOLIO SERIES
+$1.2M
229,698
+24%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.2M
30,206
+131%
增持
PFE
PFIZER INC
+$1.2M
59,871
+298%
增持
IJR
ISHARES TR
+$1.1M
32,100
+29%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
154,170
+4%
增持
TCAF
T ROWE PRICE ETF INC
+$1.1M
49,188
+128%
增持
SPYG
SPDR SERIES TRUST
+$1.1M
90,074
+3%
增持
DGRS
WISDOMTREE TR
+$1.0M
104,937
+16%
增持
MU
MICRON TECHNOLOGY INC
+$1.0M
7,266
+325%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$997.6K
137,015
+21%
建仓
USMF
WISDOMTREE TR
+$995.5K
19,046
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$987.6K
57,322
+43%
增持
SYLD
CAMBRIA ETF TR
+$950.9K
32,570
+65%
增持
VTV
VANGUARD INDEX FDS
+$926.1K
34,059
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$895.8K
69,793
+39%
建仓
NET
CLOUDFLARE INC
+$893.8K
4,165
建仓
SQ
BLOCK INC
+$885.4K
12,251
增持
UPS
UNITED PARCEL SERVICE INC
-$883.2K
67,236
+4%
建仓
HOOD
ROBINHOOD MKTS INC
+$861.5K
6,017
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$811.3K
6,733
增持
DRSK
ETF SER SOLUTIONS
+$806.4K
271,040
+11%
建仓
TJX
TJX COS INC NEW
+$766.6K
5,304
增持
UNH
UNITEDHEALTH GROUP INC
+$751.5K
3,830
+109%
增持
VUG
VANGUARD INDEX FDS
+$734.1K
10,131
+8%
增持
GOOG
ALPHABET INC
+$733.7K
7,540
+21%
增持
IMCB
ISHARES TR
+$718.4K
30,556
+34%
增持
SPY
SPDR S&P 500 ETF TR
+$717.0K
3,558
+33%
增持
VIGI
VANGUARD WHITEHALL FDS
+$714.3K
35,102
+30%
增持
PG
PROCTER AND GAMBLE CO
+$697.8K
25,127
+27%
增持
FYLD
CAMBRIA ETF TR
+$690.0K
154,968
+9%
增持
ABBV
ABBVIE INC
+$679.3K
5,425
+75%
建仓
SE
SEA LTD
+$661.7K
3,702
增持
TOUS
T ROWE PRICE ETF INC
+$649.8K
27,932
+213%
增持
TDVG
T ROWE PRICE ETF INC
+$632.6K
192,855
+4%
增持
GSEW
GOLDMAN SACHS ETF TR
+$623.5K
49,041
+13%
增持
WMT
WALMART INC
+$621.9K
37,352
+13%
增持
CSCO
CISCO SYS INC
+$620.2K
15,083
+154%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$610.8K
60,402
+26%
增持
IEMG
ISHARES INC
+$604.8K
64,986
+6%
建仓
APH
AMPHENOL CORP NEW
+$602.9K
4,872
增持
SCHM
SCHWAB STRATEGIC TR
+$595.2K
105,976
+17%
增持
RLY
SSGA ACTIVE ETF TR
+$587.9K
52,191
+48%
建仓
XTEN
BONDBLOXX ETF TRUST
+$577.2K
12,378
增持
SO
SOUTHERN CO
+$560.4K
10,056
+135%
建仓
SCHW
SCHWAB CHARLES CORP
+$543.4K
5,692
增持
DIVO
AMPLIFY ETF TR
+$542.0K
56,466
+22%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$538.7K
6,782
+45%
增持
AMAT
APPLIED MATLS INC
+$534.0K
4,516
+112%
增持
MRK
MERCK & CO INC
+$531.2K
14,489
+67%
增持
WTV
WISDOMTREE TR
+$531.0K
11,796
+88%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$530.6K
31,081
+51%
清仓
TLH
ISHARES TR
-$527.8K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$520.5K
1,055
增持
EYLD
CAMBRIA ETF TR
+$511.4K
94,437
+14%
增持
JNJ
JOHNSON & JOHNSON
+$510.8K
7,834
+27%
增持
PYPL
PAYPAL HLDGS INC
+$508.0K
11,249
+239%
增持
IMCG
ISHARES TR
+$497.4K
23,580
+30%
减持
—
EXXON MOBIL CORP
-$496.9K
41,635
-14%
增持
V
VISA INC
+$494.8K
8,006
+27%
建仓
WMB
WILLIAMS COS INC
+$492.2K
7,769
增持
SCHA
SCHWAB STRATEGIC TR
+$479.5K
114,803
+7%
增持
BUYW
NORTHERN LTS FD TR IV
+$472.2K
52,436
+170%
增持
VTI
VANGUARD INDEX FDS
+$472.1K
5,990
+22%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$443.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$442.2K
5,190
+34%
增持
BND
VANGUARD BD INDEX FDS
+$438.2K
40,831
+16%
增持
MO
ALTRIA GROUP INC
+$437.6K
29,734
+14%
增持
DON
WISDOMTREE TR
+$437.0K
147,559
+2%
增持
SPHY
SPDR SERIES TRUST
+$435.9K
90,997
+24%
增持
HD
HOME DEPOT INC
+$434.8K
3,674
+28%
建仓
TWLO
TWILIO INC
+$434.2K
4,338
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$434.1K
112,903
+11%
建仓
TCHP
T ROWE PRICE ETF INC
+$434.1K
8,880
减持
DG
DOLLAR GEN CORP NEW
-$433.8K
2,676
-57%
建仓
MS
MORGAN STANLEY
+$422.5K
2,658
增持
MGK
VANGUARD WORLD FD
+$422.1K
2,068
+85%
建仓
ARM
ARM HOLDINGS PLC
+$421.5K
2,979
增持
HYGH
ISHARES U S ETF TR
+$420.4K
13,505
+55%
增持
DYNF
BLACKROCK ETF TRUST
+$419.7K
46,622
+8%
建仓
CFG
CITIZENS FINL GROUP INC
+$419.5K
7,892
建仓
VNOM
VIPER ENERGY INC
+$417.9K
10,935
建仓
GLW
CORNING INC
+$417.8K
5,093
建仓
PANW
PALO ALTO NETWORKS INC
+$416.6K
2,046
清仓
NRG
NRG ENERGY INC
-$415.4K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$415.0K
0
-100%
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$413.4K
0
-100%
增持
CAT
CATERPILLAR INC
+$409.1K
1,596
+76%
清仓
DLTR
DOLLAR TREE INC
-$401.6K
0
-100%
建仓
QCOM
QUALCOMM INC
+$400.1K
2,405
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$399.8K
11,702
增持
COST
COSTCO WHSL CORP NEW
+$399.8K
2,720
+27%
增持
THRO
BLACKROCK ETF TRUST
+$385.8K
15,788
+165%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$380.1K
0
-100%
建仓
TAOX
TAO SYNERGIES INC
+$374.7K
57,200
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$371.4K
47,427
+51%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$367.5K
10,724
建仓
INTC
INTEL CORP
+$364.4K
10,860
建仓
CRWV
COREWEAVE INC
+$360.9K
2,637
增持
GE
GE AEROSPACE
+$357.0K
3,099
+39%
清仓
SHY
ISHARES TR
-$356.5K
0
-100%
增持
BAC
BANK AMERICA CORP
+$355.4K
30,184
+19%
建仓
RGTI
RIGETTI COMPUTING INC
+$349.3K
11,725
建仓
NOW
SERVICENOW INC
+$346.0K
376
清仓
IWD
ISHARES TR
-$334.6K
0
-100%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$327.1K
5,157
建仓
—
UNILEVER PLC
+$326.9K
5,515
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$325.2K
16,100
增持
GS
GOLDMAN SACHS GROUP INC
+$322.0K
1,530
+21%
增持
RTX
RTX CORPORATION
+$321.3K
5,420
+35%
增持
SEIV
SEI EXCHANGE TRADED FUNDS
+$320.0K
38,801
+16%
建仓
REFI
CHICAGO ATLANTIC REAL ESTATE
+$314.0K
24,550
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$313.1K
33,722
+17%
建仓
IBND
SPDR SERIES TRUST
+$313.1K
9,695
建仓
CLSK
CLEANSPARK INC
+$308.0K
21,243
清仓
—
TE CONNECTIVITY PLC
-$307.3K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$305.9K
1,657
+46%
