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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 31
增持 62
减持 43
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
DHR
DANAHER CORPORATION
+$13.9M
60,800
增持
ET
ENERGY TRANSFER L P
+$4.5M
296,163
+1149%
增持
AMZN
AMAZON COM INC
+$3.4M
81,257
+16%
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
COIN
COINBASE GLOBAL INC
-$3.1M
4,253
-65%
建仓
CSRE
COHEN & STEERS ETF TRUST
+$3.0M
115,912
减持
GOOGL
ALPHABET INC
+$2.1M
36,595
-5%
增持
SYLD
CAMBRIA ETF TR
+$2.0M
61,293
+88%
减持
TSLA
TESLA INC
-$1.9M
18,202
-20%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$1.9M
325,000
增持
BAI
BLACKROCK ETF TRUST
+$1.8M
68,456
+423%
建仓
IWP
ISHARES TR
+$1.6M
11,987
增持
IVW
ISHARES TR
+$1.6M
17,862
+246%
建仓
IEF
ISHARES TR
+$1.5M
15,357
建仓
—
NEBIUS GROUP N.V.
+$1.5M
17,400
增持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
120,066
+72%
建仓
CWS
ADVISORSHARES TR
+$1.4M
19,988
建仓
IWD
ISHARES TR
+$1.3M
6,307
增持
IWM
ISHARES TR
+$1.3M
7,286
+276%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.3M
168,325
+9%
减持
BMNR
BITMINE IMMERSION TECNOLOGIE
-$1.3M
200
-99%
减持
MARA
MARA HOLDINGS INC
-$1.3M
17,165
-78%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.2M
69,088
+3%
增持
WTV
WISDOMTREE TR
+$1.1M
23,666
+101%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
101,663
+16%
建仓
IWF
ISHARES TR
+$1.1M
2,338
建仓
ETHA
ISHARES ETHEREUM TR
+$1.1M
48,416
减持
AAPL
APPLE INC
+$1.1M
87,440
-2%
减持
VOO
VANGUARD INDEX FDS
-$1.1M
9,816
-17%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.0M
96,603
-17%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.0M
94,909
-3%
减持
SMDV
PROSHARES TR
-$1.0M
33,650
-31%
建仓
LCID
LUCID GROUP INC
+$991.5K
93,800
减持
NVDA
NVIDIA CORPORATION
-$962.6K
142,232
-3%
增持
FRDM
EA SERIES TRUST
+$948.3K
82,355
+11%
建仓
SHLD
GLOBAL X FDS
+$898.3K
13,865
建仓
NLR
VANECK ETF TRUST
+$864.8K
6,963
减持
REGL
PROSHARES TR
-$825.4K
38,418
-19%
增持
TCAF
T ROWE PRICE ETF INC
+$821.8K
70,021
+42%
建仓
QLD
PROSHARES TR
+$814.1K
11,562
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$810.1K
23,229
-23%
增持
STXF
EA SERIES TRUST
+$796.3K
365,911
+3%
增持
DGRS
WISDOMTREE TR
+$786.2K
121,546
+16%
减持
DES
WISDOMTREE TR
-$743.6K
14,856
-60%
增持
BND
VANGUARD BD INDEX FDS
+$718.0K
50,691
+24%
增持
PFE
PFIZER INC
+$699.9K
89,373
+49%
减持
SHOP
SHOPIFY INC
-$692.7K
22,088
-23%
增持
LLY
ELI LILLY & CO
+$687.0K
1,487
+25%
减持
VTV
VANGUARD INDEX FDS
-$685.9K
29,718
-13%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$685.9K
77,826
+29%
增持
FYLD
CAMBRIA ETF TR
+$675.7K
169,564
+9%
减持
ROKU
ROKU INC
-$674.0K
7,475
-50%
减持
AMD
ADVANCED MICRO DEVICES INC
+$664.5K
20,036
-11%
增持
IVV
ISHARES TR
+$650.5K
7,037
+13%
增持
THRO
BLACKROCK ETF TRUST
+$624.7K
31,702
+101%
增持
NEM
NEWMONT CORP
+$621.4K
13,943
+52%
建仓
NVO
NOVO-NORDISK A S
+$610.6K
12,000
增持
EYLD
CAMBRIA ETF TR
+$573.3K
106,611
+13%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$572.8K
38,189
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$571.1K
26,993
+38%
增持
GOOG
ALPHABET INC
+$570.7K
7,671
+2%
减持
FSK
FS KKR CAP CORP
-$560.9K
244,132
-13%
增持
DGRW
WISDOMTREE TR
+$554.3K
138,241
+4%
增持
AVGO
BROADCOM INC
+$550.6K
5,860
+31%
减持
TLT
ISHARES TR
-$548.8K
14,061
-29%
清仓
SCHW
SCHWAB CHARLES CORP
-$543.4K
0
-100%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$536.6K
13,416
+160%
增持
WMT
WALMART INC
+$531.2K
39,316
+5%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$521.3K
224,440
-13%
减持
XCEM
COLUMBIA ETF TR II
-$512.4K
41,076
-29%
建仓
BTQ
BTQ TECHNOLOGIES CORP
+$512.0K
100,000
减持
SPTL
SPDR SERIES TRUST
-$498.6K
28,016
-39%
清仓
WMB
WILLIAMS COS INC
-$492.2K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$488.6K
67,534
+20%
减持
QUAL
ISHARES TR
-$478.9K
16,681
-14%
增持
SCHM
SCHWAB STRATEGIC TR
+$472.1K
120,161
+13%
增持
TDVG
T ROWE PRICE ETF INC
+$471.1K
198,999
+3%
增持
DLN
WISDOMTREE TR
+$470.5K
121,175
+3%
增持
MSFT
MICROSOFT CORP
-$465.6K
32,669
+4%
增持
MSMR
ETF SER SOLUTIONS
+$449.4K
216,338
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$424.4K
185,630
+1%
清仓
CFG
CITIZENS FINL GROUP INC
-$419.5K
0
-100%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$418.2K
151,490
+11%
清仓
GLW
CORNING INC
-$417.8K
0
-100%
建仓
LVS
LAS VEGAS SANDS CORP
+$412.9K
6,343
增持
EMMF
WISDOMTREE TR
+$404.4K
20,985
+149%
建仓
DLTR
DOLLAR TREE INC
+$403.1K
3,277
建仓
TMSL
T ROWE PRICE ETF INC
+$396.4K
11,042
减持
SE
SEA LTD
-$394.7K
2,093
-43%
减持
TJX
TJX COS INC NEW
-$391.6K
2,442
-54%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$386.3K
52,386
+21%
增持
SPYG
SPDR SERIES TRUST
+$386.2K
91,844
+2%
增持
USMF
WISDOMTREE TR
+$385.9K
26,948
+41%
建仓
KMB
KIMBERLY-CLARK CORP
+$376.3K
3,724
清仓
TAOX
TAO SYNERGIES INC
-$374.7K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$372.9K
66,156
-5%
减持
TCPC
BLACKROCK TCP CAPITAL CORP
-$370.8K
94,918
-34%
增持
SCHA
SCHWAB STRATEGIC TR
+$368.8K
125,415
+9%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$367.9K
2,346
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$367.8K
124,136
+10%
建仓
UL
UNILEVER PLC
+$367.7K
5,623
减持
GSBD
GOLDMAN SACHS BDC INC
-$364.2K
105,312
-20%
减持
DON
WISDOMTREE TR
-$350.1K
142,776
-3%
增持
SGOV
ISHARES TR
+$349.7K
20,256
+21%
清仓
RGTI
RIGETTI COMPUTING INC
-$349.3K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$346.9K
5,475
-25%
增持
MRK
MERCK & CO INC
+$345.9K
14,842
+2%
清仓
—
TIDAL TRUST II
-$344.2K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$343.4K
8,678
+11%
增持
KO
COCA COLA CO
+$341.5K
20,128
+25%
建仓
LRCX
LAM RESEARCH CORP
+$338.7K
1,978
增持
—
EXXON MOBIL CORP
+$334.8K
41,791
+0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$332.1K
32,682
+2%
增持
RLY
SSGA ACTIVE ETF TR
+$329.2K
61,714
+18%
清仓
—
UNILEVER PLC
-$326.9K
0
-100%
减持
ADBE
ADOBE INC
-$323.9K
1,035
-47%
增持
ORCL
ORACLE CORP
+$323.3K
5,874
+101%
减持
MFIC
MIDCAP FINANCIAL INVSTMNT CO
-$321.7K
255,718
-6%
清仓
IFRA
ISHARES TR
-$321.6K
0
-100%
增持
TOUS
T ROWE PRICE ETF INC
+$318.1K
36,438
+30%
增持
XLK
SELECT SECTOR SPDR TR
+$314.6K
17,812
+123%
增持
SCHF
SCHWAB STRATEGIC TR
+$313.3K
41,986
+40%
清仓
IBND
SPDR SERIES TRUST
-$313.1K
0
-100%
建仓
EPS
WISDOMTREE TR
+$313.0K
4,418
减持
PG
PROCTER AND GAMBLE CO
-$311.6K
24,766
-1%
清仓
CLSK
CLEANSPARK INC
-$308.0K
0
-100%
减持
IGIB
ISHARES TR
-$305.8K
20,453
-21%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$302.9K
16,731
-29%
建仓
XLE
SELECT SECTOR SPDR TR
+$301.9K
6,752
清仓
ULST
SSGA ACTIVE ETF TR
-$301.7K
0
-100%
建仓
PYLD
PIMCO ETF TR
+$295.9K
11,092
减持
ARDC
ARES DYNAMIC CR ALLOCATION F
-$295.6K
349,997
-1%
减持
KLAC
KLA CORP
-$294.0K
264
-54%
增持
ACIO
ETF SER SOLUTIONS
+$291.4K
342,673
+1%
增持
NFLX
NETFLIX INC
-$289.8K
10,591
+890%
建仓
METU
DIREXION SHS ETF TR
+$288.4K
8,980
增持
SCHO
SCHWAB STRATEGIC TR
+$287.7K
67,818
+21%
增持
SPYV
SPDR SERIES TRUST
+$285.7K
78,311
+4%
减持
DPG
DUFF & PHELPS UTLITY AND INF
-$282.6K
336,702
-5%
建仓
PCMM
BONDBLOXX ETF TRUST
+$282.4K
5,635
增持
CPRT
COPART INC
+$282.3K
20,854
+76%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$280.9K
60,001
+27%
建仓
WDC
WESTERN DIGITAL CORP
+$280.5K
1,628
增持
SPAB
SPDR SERIES TRUST
+$280.0K
52,595
+27%
减持
HD
HOME DEPOT INC
-$278.5K
3,516
-4%
建仓
CAH
CARDINAL HEALTH INC
+$275.9K
1,343
减持
HYGH
ISHARES U S ETF TR
-$275.2K
10,412
-23%
减持
VDE
VANGUARD WORLD FD
-$274.3K
3,131
-41%
清仓
JGRW
TRUST FOR PROFESSIONAL MANAG
-$268.4K
0
-100%
清仓
—
NORTHERN LTS FD TR IV
-$267.8K
0
-100%
减持
STWD
STARWOOD PPTY TR INC
-$265.8K
161,328
-1%
