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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 29
增持 72
减持 32
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
DHR
DANAHER CORPORATION
-$13.9M
0
-100%
减持
ET
ENERGY TRANSFER L P
-$4.5M
19,863
-93%
建仓
—
IREN LIMITED
+$4.1M
120,189
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
SCHG
SCHWAB STRATEGIC TR
+$4.1M
236,186
+179%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$3.5M
19,970
-39%
减持
AMZN
AMAZON COM INC
-$2.9M
76,169
-6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.5M
98,577
+4%
减持
QUAL
ISHARES TR
-$2.4M
4,661
-72%
减持
IVV
ISHARES TR
-$1.9M
4,478
-36%
清仓
OPEN
OPENDOOR TECHNOLOGIES INC
-$1.9M
0
-100%
减持
—
EXXON MOBIL CORP
+$1.8M
40,382
-3%
建仓
LDUR
PIMCO ETF TR
+$1.6M
16,944
建仓
BLCR
BLACKROCK ETF TRUST
+$1.6M
39,163
增持
CSRE
COHEN & STEERS ETF TRUST
+$1.6M
172,718
+49%
建仓
AVSF
AMERICAN CENTY ETF TR
+$1.6M
33,632
增持
AAPL
APPLE INC
-$1.5M
87,796
+0%
建仓
GQGU
ADVISORS INNER CIRCLE FD III
+$1.3M
48,470
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.3M
25,803
减持
META
META PLATFORMS INC
-$1.3M
11,763
-3%
增持
TSLA
TESLA INC
-$1.3M
18,572
+2%
增持
SYLD
CAMBRIA ETF TR
+$1.3M
73,272
+20%
增持
NVDA
NVIDIA CORPORATION
-$1.3M
144,875
+2%
建仓
LST
MANAGED PORTFOLIO SERIES
+$1.3M
30,967
增持
—
ASML HLDG NV
+$1.2M
1,644
+73%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
34,625
+17%
增持
BIL
SPDR SERIES TRUST
+$1.1M
16,577
+276%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
74,730
-23%
减持
SHOP
SHOPIFY INC
-$1.0M
21,462
-3%
清仓
LCID
LUCID GROUP INC
-$991.5K
0
-100%
增持
FYLD
CAMBRIA ETF TR
+$986.9K
173,993
+3%
增持
MSFT
MICROSOFT CORP
-$980.2K
40,034
+23%
增持
FRDM
EA SERIES TRUST
+$970.3K
95,017
+15%
增持
IEF
ISHARES TR
+$936.2K
25,282
+65%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$912.5K
0
-100%
增持
OSCV
ETF SER SOLUTIONS
+$887.2K
261,589
+3%
增持
CRWV
COREWEAVE INC
+$882.0K
15,607
+242%
增持
SUB
ISHARES TR
+$859.1K
18,682
+76%
减持
CWS
ADVISORSHARES TR
-$821.5K
8,527
-57%
减持
SPYG
SPDR SERIES TRUST
-$821.2K
91,703
-0%
增持
GOOGL
ALPHABET INC
-$792.9K
37,075
+1%
增持
SPYV
SPDR SERIES TRUST
+$766.5K
92,177
+18%
建仓
SHV
ISHARES TR
+$754.0K
6,830
增持
VZ
VERIZON COMMUNICATIONS INC
+$697.0K
67,561
+2%
增持
FSK
FS KKR CAP CORP
-$692.9K
287,102
+18%
增持
—
NEBIUS GROUP N.V.
+$651.3K
20,314
+17%
减持
USMF
WISDOMTREE TR
-$640.2K
15,009
-44%
减持
MPC
MARATHON PETE CORP
+$636.5K
8,180
-2%
增持
BALI
BLACKROCK ETF TRUST
+$624.5K
94,811
+31%
清仓
NVO
NOVO-NORDISK A S
-$610.6K
0
-100%
增持
IJR
ISHARES TR
+$577.5K
33,302
+12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$576.0K
6,000
-12%
增持
DGRS
WISDOMTREE TR
+$571.1K
124,667
+3%
清仓
TGT
TARGET CORP
-$556.7K
0
-100%
增持
IEMG
ISHARES INC
+$555.5K
72,521
+8%
减持
CVX
CHEVRON CORPORATION
+$555.0K
12,420
-6%
增持
WMT
WALMART INC
+$547.6K
39,651
+1%
增持
RLY
SSGA ACTIVE ETF TR
+$546.1K
68,798
+11%
减持
ETHA
ISHARES ETHEREUM TR
-$543.5K
34,266
-29%
建仓
PAAA
PGIM ETF TR
+$539.1K
10,534
建仓
WCME
FIRST TR EXCHANGE-TRADED FD
+$526.7K
31,364
建仓
CTRA
COTERRA ENERGY INC
+$521.7K
14,847
增持
VTEB
VANGUARD MUN BD FDS
+$518.5K
52,724
+26%
增持
EYLD
CAMBRIA ETF TR
+$514.9K
111,115
+4%
清仓
BTQ
BTQ TECHNOLOGIES CORP
-$512.0K
0
-100%
减持
ORCL
ORACLE CORP
-$511.4K
4,307
-27%
减持
TOTR
T ROWE PRICE ETF INC
-$502.7K
18,251
-40%
增持
NOW
SERVICENOW INC
+$501.8K
8,970
+215%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$499.8K
1,770
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$491.7K
69,479
+4%
增持
MO
ALTRIA GROUP INC
+$486.1K
35,437
+10%
增持
CAT
CATERPILLAR INC
+$484.9K
2,066
+21%
增持
WTV
WISDOMTREE TR
+$469.6K
28,266
+19%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$465.3K
40,973
+31%
增持
SCHM
SCHWAB STRATEGIC TR
+$452.3K
131,317
+9%
建仓
ALB
ALBEMARLE CORP
+$440.0K
2,451
增持
IDEV
ISHARES TR
+$427.7K
27,694
+21%
减持
GLD
SPDR GOLD TR
-$424.3K
2,651
-33%
增持
SCHD
SCHWAB STRATEGIC TR
+$414.8K
120,868
+1%
增持
HYD
VANECK ETF TRUST
+$407.8K
17,215
+93%
清仓
DLTR
DOLLAR TREE INC
-$403.1K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$399.4K
3,214
-16%
减持
AVGO
BROADCOM INC
-$380.5K
5,324
-9%
建仓
IWR
ISHARES TR
+$376.1K
3,868
减持
LLY
ELI LILLY & CO
-$374.6K
1,330
-11%
增持
IEFA
ISHARES TR
+$370.2K
25,966
+17%
增持
JUCY
ETF SER SOLUTIONS
+$369.7K
150,963
+13%
增持
IJH
ISHARES TR
+$369.6K
15,066
+53%
增持
OCSL
OAKTREE SPECIALTY LENDING
+$368.4K
285,643
+27%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$367.9K
0
-100%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$367.2K
164,251
+8%
建仓
MOS
MOSAIC CO
+$360.1K
14,122
减持
COST
COSTCO WHOLESALE CORPORATION
+$357.7K
2,673
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$357.5K
55,227
+32%
增持
JNJ
JOHNSON & JOHNSON
+$354.5K
8,798
+1%
减持
APH
AMPHENOL CORP
-$350.3K
3,426
-41%
增持
SCHA
SCHWAB STRATEGIC TR
+$348.7K
134,819
+7%
建仓
GNRC
GENERAC HLDGS INC
+$348.1K
1,782
减持
VTIP
VANGUARD MALVERN FDS
-$347.4K
9,028
-44%
建仓
—
JOHNSON CONTROLS INTERNATION
+$344.3K
2,629
增持
V
VISA INC
-$341.2K
8,253
+2%
减持
QLD
PROSHARES TR
-$334.3K
7,866
-32%
增持
KGS
KODIAK GAS SVCS INC
+$333.8K
15,867
+0%
建仓
CSIO
COHEN & STEERS ETF TRUST
+$333.2K
12,013
减持
PYPL
PAYPAL HLDGS INC
-$327.6K
10,248
-24%
减持
GSEW
GOLDMAN SACHS ETF TR
-$325.1K
47,807
-7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$322.3K
189,853
+2%
增持
ACIO
ETF SER SOLUTIONS
+$319.7K
364,503
+6%
建仓
FNGU
BANK MONTREAL MEDIUM
+$314.7K
20,133
减持
AMD
ADVANCED MICRO DEVICES INC
-$314.7K
19,546
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$312.8K
2,850
+33%
增持
FANG
DIAMONDBACK ENERGY INC
+$310.7K
6,298
+1%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$310.6K
4,807
增持
PFE
PFIZER INC
+$308.2K
90,228
+1%
增持
ARM
ARM HOLDINGS PLC
+$306.1K
4,143
+41%
建仓
EZU
ISHARES INC
+$305.4K
4,876
增持
TTEQ
T ROWE PRICE ETF INC
+$304.8K
35,870
+49%
减持
CPRT
COPART INC
-$304.5K
15,420
-26%
增持
IWD
ISHARES TR
+$301.8K
7,621
+21%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$300.6K
134,552
+8%
建仓
SLV
ISHARES SILVER TR
+$297.7K
4,369
建仓
CNC
CENTENE CORP DEL
+$296.6K
9,060
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$294.0K
73,969
+23%
增持
ARDC
ARES DYNAMIC CR ALLOCATION F
-$291.3K
358,857
+3%
增持
AMAT
APPLIED MATLS INC
+$290.4K
2,978
+5%
清仓
METU
DIREXION SHS ETF TR
-$288.4K
0
-100%
清仓
UYG
PROSHARES TR
-$287.7K
0
-100%
减持
SQ
BLOCK INC
-$287.2K
6,682
-37%
增持
PM
PHILIP MORRIS INTL INC
+$286.1K
15,105
+10%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$283.3K
37,392
+61%
清仓
PCMM
BONDBLOXX ETF TRUST
-$282.4K
0
-100%
建仓
MSTR
STRATEGY INC
+$281.2K
2,253
清仓
WDC
WESTERN DIGITAL CORP
-$280.5K
0
-100%
增持
IWM
ISHARES TR
+$278.1K
8,353
+15%
增持
MRK
MERCK & CO INC
+$275.5K
15,279
+3%
建仓
IDEQ
LAZARD ACTIVE ETF TR
+$269.2K
8,479
减持
MU
MICRON TECHNOLOGY INC
+$268.8K
5,421
-1%
增持
MUB
ISHARES TR
+$268.5K
17,695
+18%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$265.5K
3,208
建仓
TFLR
T ROWE PRICE ETF INC
+$263.9K
5,240
增持
CLIP
GLOBAL X FDS
+$262.8K
11,054
+31%
清仓
NKE
NIKE INC
-$260.5K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
-$257.1K
2,698
+2%
建仓
VRT
VERTIV HOLDINGS CO
+$256.9K
1,025
增持
SPAB
SPDR SERIES TRUST
+$255.9K
62,851
+19%
清仓
DOCU
DOCUSIGN INC
-$254.9K
0
-100%
建仓
DEFR
ETF SER SOLUTIONS
+$254.8K
9,580
增持
LMT
LOCKHEED MARTIN CORP
+$253.9K
1,854
+3%
清仓
IAUM
ISHARES GOLD TR
-$253.5K
0
-100%
增持
HOOD
ROBINHOOD MKTS INC
-$251.4K
5,849
+1%
清仓
MS
MORGAN STANLEY
-$250.1K
0
-100%
