UA

United Advisor Group, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$8.1亿

申报季度: 2026-03-31 · 持股只数: 508

United Advisor Group, LLC在最新一期 13F 报告中披露了 508 项持股，申报期为 2026-03-31，总持股市值约为 US$8.1亿，季度换手率为 18.6%。

浏览其他1 亿至 10 亿美元机构浏览其他以“U”开头的机构

机构性格雪花图

集中度
3.08
持仓稳定性
18.6
动能／逆势
100
行业集中度
69.6
多样化
100
仓位均衡度
83.11

近期动向

  • 减仓 ET

    -93.3%　-US$450.0万

  • 加仓 SCHG

    +178.9%　US$411.8万

  • 减仓 QQQM

    -38.9%　-US$352.1万

  • 减仓 AMZN

    -6.3%　-US$289.2万

  • 减仓 PLTR

    +3.9%　-US$245.0万

  • 减仓 QUAL

    -72.1%　-US$241.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 500 大持股（共 508 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技3.11%-0.20%+1.86%
2AAPLApple INC股票-科技2.75%-0.21%+0.41%
3STXFStrive 500 ETFETF-其他1.96%—+3.71%
4AMZNAmazon.com INC股票-周期性消费1.96%-0.38%-6.26%
5ACIOAptus Collared Invest OppETF-其他1.89%—+6.37%
6MSFTMicrosoft CORP股票-科技1.83%-0.14%+22.54%
7PLTRPalantir Technologies Inc-a股票-科技1.78%-0.32%+3.86%
8DGRWWisdomtree U.s. Quality DiviETF-其他1.52%—+1.44%
9RDVYFirst Trust Rising DividendETF-其他1.46%—+3.41%
10DLNWisdomtree US Largecap DividETF-其他1.34%—+0.70%
11GOOGLAlphabet Inc-cl A股票-通信服务1.31%-0.12%+1.31%
12SCHXSchwab US Large-cap ETFETF-其他1.29%—+5.73%
13OSCVOpus Small Cap Value ETFETF-中小型股1.27%+0.09%+2.72%
14SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长1.11%-0.11%-0.15%
15TDVGT Rowe Price Dividend GrowthETF-其他1.10%—+0.28%
16DRSKAptus Defined Risk ETFETF-其他0.99%—+5.97%
17MSMRM/s Managed Risk ETFETF-其他0.93%—+1.01%
18DONWisdomtree US Midcap DividenETF-其他0.92%—-0.92%
19DFAIDimensional International CoETF-其他0.91%—+2.27%
20UPSUnited Parcel Service-cl B股票-工业0.87%—+4.17%
21TSLATesla INC股票-周期性消费0.85%-0.17%+2.03%
22SCHGSchwab US Large-cap GrowthETF-其他0.85%+0.51%+178.91%
23XOMExxon Mobil CORP股票-能源0.84%+0.21%-3.37%
24VTVVanguard Value ETFETF-其他0.84%+0.13%+16.51%
25JPMJpmorgan Chase & Co股票-金融0.83%—+8.74%
26METAMeta Platforms Inc-class A股票-通信服务0.83%-0.17%-3.19%
27DGRSWisdomtree U.s. Smallcap QuaETF-其他0.81%—+2.57%
28FYLDCambria Foreign ShareholderETF-其他0.80%+0.11%+2.61%
29VEAVanguard Ftse Developed ETFETF-其他0.79%—-1.76%
30VOOVanguard S&p 500 ETFETF-大型股与成长0.78%—+7.21%
31KHPIKensington Hedged Prm In ETFETF-其他0.70%—+1.93%
32SYLDCambria Shareholder Yield EtETF-其他0.68%+0.15%+19.54%
33SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.64%+0.09%+17.71%
34FRDMFreedom 100 Emeging Mrkt ETFETF-其他0.64%+0.11%+15.37%
35IEMGIshares Core Msci EmergingETF-新兴市场0.62%—+8.26%
36WMTWalmart INC股票-非周期性消费0.61%—+0.85%
37VUGVanguard Growth ETFETF-其他0.60%—+9.35%
38CGXUCap Group Intl FocusETF-其他0.60%—+8.42%
39QQQMInvesco Nasdaq 100 ETFETF-科技型0.58%-0.45%-38.90%
40EYLDCambria Emerg Shrhldr YieldETF-其他0.57%—+4.22%
41AGGIshares Core U.s. AggregateETF-其他0.56%—+1.62%
42HTRBHartford Ttl Rtrn Bnd ETFETF-其他0.56%—+8.39%
43CSREC&s Real Estate Active ETFETF-其他0.56%+0.19%+49.01%
44JCPBJpmorgan Core Plus Bond ETFETF-其他0.56%—+3.01%
45DPGDuff & Phelps Utility & INC股票-其他0.55%—-8.00%
46ARDCAres Dynamic Credit All股票-其他0.54%—+2.53%
47IJRIshares Core S&p Small-cap EETF-中小型股0.51%+0.07%+12.35%
48✓ Iren LTD F股票-其他0.51%+0.51%NEW
49SCHMSchwab US Mid Cap ETFETF-其他0.50%—+9.28%
50GSEWGoldman Sachs Eql Wght LargeETF-避险与商品0.50%—-6.93%
1–50 of 500

本季持股变动

United Advisor Group, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Danaher CORP (DHR); 新建仓: Iren LTD F; 清仓: Opendoor Technologies INC (OPEN); 新建仓: Pimco Enhanced Low Duration (LDUR); 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR).

United Advisor Group, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SCHGSchwab US Large-cap Growth+0.5%+178.91%加仓
2XOMExxon Mobil CORP+0.2%-3.37%减仓
3CSREC&s Real Estate Active ETF+0.2%+49.01%加仓
4SYLDCambria Shareholder Yield Et+0.2%+19.54%加仓
5ASMLASML Holding N.V.+0.1%+72.69%加仓
6BILSs Spdr Bb 1-3m T-bill ETF+0.1%+276.32%加仓
7VTVVanguard Value ETF+0.1%+16.51%加仓
8IEFIshares 7-10 Year Treasury B+0.1%+64.63%加仓
9FYLDCambria Foreign Shareholder+0.1%+2.61%加仓
10FRDMFreedom 100 Emeging Mrkt ETF+0.1%+15.37%加仓
11CRWVCoreweave Inc-cl A+0.1%+241.66%加仓
12SUBIshares Short-term National+0.1%+76.33%加仓
13OSCVOpus Small Cap Value ETF+0.1%+2.72%加仓
14SPYVSs Spdr P S&p 500 Value ETF+0.1%+17.71%加仓
15VZVerizon Communications INC+0.1%+2.12%加仓
16✓ Nebius Group NV+0.1%+16.75%加仓
17MPCMarathon Petroleum CORP+0.1%-2.26%减仓
18BALIIs US Lrg Cp Pre INC Act-usd+0.1%+30.79%加仓
19IJRIshares Core S&p Small-cap E+0.1%+12.35%加仓
20USMFWisdomtree US Multifactor Fu-0.1%-44.30%减仓
21FSKFs Kkr Capital CORP-0.1%+17.60%加仓
22CWSAdvisorshares Equity Focused-0.1%-57.34%减仓
23SPYGSs Spdr P S&p 500 Growth ETF-0.1%-0.15%减仓
24GOOGLAlphabet Inc-cl A-0.1%+1.31%加仓
25SHOPShopify INC - Class A-0.1%-2.83%减仓
26JPSTJpmorgan Ultra-short Income-0.1%-22.64%减仓
27MSFTMicrosoft CORP-0.1%+22.54%加仓
28METAMeta Platforms Inc-class A-0.2%-3.19%减仓
29TSLATesla INC-0.2%+2.03%加仓
30NVDANvidia CORP-0.2%+1.86%加仓
31AAPLApple INC-0.2%+0.41%加仓
32IVVIshares Core S&p 500 ETF-0.2%-36.36%减仓
33QUALIshares Msci USA Quality Fac-0.3%-72.06%减仓
34PLTRPalantir Technologies Inc-a-0.3%+3.86%加仓
35AMZNAmazon.com INC-0.4%-6.26%减仓
36QQQMInvesco Nasdaq 100 ETF-0.5%-38.90%减仓
37ETEnergy Transfer LP-0.6%-93.29%减仓
38DHRDanaher CORP—EXIT清仓
39✓ Iren LTD F—NEW新建仓
40OPENOpendoor Technologies INC—EXIT清仓
41LDURPimco Enhanced Low Duration—NEW新建仓
42BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建仓
43AVSFAvantis Short-term Fixed INC—NEW新建仓
44GQGUGqg US Equity ETF—NEW新建仓
45GSYInvesco Ultra Short Duration—NEW新建仓
46LSTLeuthold Sel Ind—NEW新建仓
47LCIDLucid Group INC—EXIT清仓
48VONGVanguard Russell 1000 Growth—EXIT清仓
49SHVIshares 0-1 Year Treasury Bo—NEW新建仓
50NVONovo-nordisk A/s-spons Adr—EXIT清仓

FAQ

United Advisor Group, LLC 是什么机构？属于哪种投资人类型？
United Advisor Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$8.1亿，分布在 508 个已申报仓位之中。
United Advisor Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，United Advisor Group, LLC 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$2526.6万 (3.1%) 2. Apple INC (AAPL) — US$2228.2万 (2.8%) 3. Strive 500 ETF (STXF) — US$1592.7万 (2.0%) 4. Amazon.com INC (AMZN) — US$1586.4万 (2.0%) 5. Aptus Collared Invest Opp (ACIO) — US$1529.5万 (1.9%)
United Advisor Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，United Advisor Group, LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 24 个既有持股、减仓 13 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Danaher CORP (DHR); 新建仓: Iren LTD F; 清仓: Opendoor Technologies INC (OPEN); 新建仓: Pimco Enhanced Low Duration (LDUR); 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR)
United Advisor Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，United Advisor Group, LLC 的主要板块分布如下： • Information Technology: 42.5% • Consumer Discretionary: 12.1% • Communication Services: 11.8% • Financials: 8.2% • Consumer Staples: 7.1% • Health Care: 6.7%

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