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United Advisor Group, LLC 13F 持仓 · 2026年Q2

United Advisor Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 527 只证券,申报市值合计 9.48 亿美元。前几大持仓:NVDA(3.04%)、AAPL(2.69%)、STXF(1.99%)。本季前 25 大持仓中:增持 20 只、减持 5 只。

排名代码公司市值占组合股数变动
1NVDANVIDIA CORPORATION$28.8M3.04%143,966减持
2AAPLAPPLE INC$25.5M2.69%88,092增持
3STXFEA SERIES TRUST$18.9M1.99%391,287增持
4AMZNAMAZON COM INC$18.3M1.94%76,943增持
5ACIOETF SER SOLUTIONS$17.5M1.85%379,043增持
6MSFTMICROSOFT CORP$17.5M1.84%46,815增持
7RDVYFIRST TR EXCHANGE TRADED FD$14.5M1.53%179,331增持
8DGRWWISDOMTREE TR$13.6M1.43%141,827增持
9GOOGLALPHABET INC$12.9M1.36%36,077减持
10DLNWISDOMTREE TR$12.0M1.27%124,840增持
11SCHXSCHWAB STRATEGIC TR$12.0M1.26%407,165减持
12PLTRPALANTIR TECHNOLOGIES INC$11.6M1.23%99,671增持
13OSCVETF SER SOLUTIONS$11.6M1.22%274,828增持
14SPYGSPDR SERIES TRUST$11.2M1.18%94,307增持
15TDVGT ROWE PRICE EXCHANGE-TRADED$9.8M1.04%200,703增持
16DRSKETF SER SOLUTIONS$8.9M0.94%309,386增持
17FRDMEA SERIES TRUST$8.2M0.87%112,952增持
18AMDADVANCED MICRO DEVICES INC$8.1M0.86%13,969减持
19DFAIDIMENSIONAL ETF TRUST$8.1M0.85%195,544增持
20DONWISDOMTREE TR$8.0M0.85%141,999增持
21MSMRETF SER SOLUTIONS$8.1M0.85%229,792增持
22TSLATESLA INC$8.0M0.85%19,055增持
23JPMJPMORGAN CHASE & CO$7.8M0.82%23,759增持
24UPSUNITED PARCEL SVCS INC$7.7M0.81%71,461减持
25VTVVANGUARD INDEX FDS$7.7M0.81%35,287增持

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR