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UHLMANN PRICE SECURITIES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
UHLMANN PRICE SECURITIES, LLC
报告期 2026-03-31 · CIK 0001035344
持仓数
254
前50大市值合计
$1.39B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
KLAC
KLA CORP
COM NEW
$1.22B
781,072
87.9%
USFR
WISDOMTREE TR
FLOATNG RAT TREA
$22.2M
438,370
1.6%
AAPL
APPLE INC
COM
$11.0M
43,717
0.8%
SO
SOUTHERN CO
COM
$10.1M
107,523
0.7%
CSCO
CISCO SYS INC
COM
$5.9M
73,648
0.4%
GS
GOLDMAN SACHS GROUP INC
COM
$5.5M
6,488
0.4%
GOOG
ALPHABET INC
CAP STK CL C
$5.3M
18,512
0.4%
BX
BLACKSTONE INC
COM
$5.2M
44,989
0.4%
INTU
INTUIT
COM
$4.8M
11,008
0.3%
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS
$4.7M
7,786
0.3%
JPM
JPMORGAN CHASE & CO
COM
$4.5M
15,328
0.3%
LLY
ELI LILLY & CO
COM
$4.2M
4,701
0.3%
MSFT
MICROSOFT CORP
COM
$3.8M
10,101
0.3%
NVDA
NVIDIA CORPORATION
COM
$3.4M
19,592
0.2%
SPY
STATE STR SPDR S&P 500 ETF T
TR UNIT
$3.4M
5,137
0.2%
BRK/B
BERKSHIRE HATHAWAY INC DEL
CL B NEW
$3.3M
6,921
0.2%
JNJ
JOHNSON & JOHNSON
COM
$3.3M
13,846
0.2%
HSY
HERSHEY CO
COM
$3.2M
14,938
0.2%
UBER
UBER TECHNOLOGIES INC
COM
$3.1M
42,889
0.2%
WMT
WALMART INC
COM
$2.8M
23,051
0.2%
AXP
AMERICAN EXPRESS CO
COM
$2.8M
9,296
0.2%
ABBV
ABBVIE INC
COM
$2.7M
12,875
0.2%
NML
NEUBERGER ENGY INFRSTR & INC
COM
$2.5M
239,902
0.2%
AGG
ISHARES TR
CORE US AGGBD ET
$2.5M
24,927
0.2%
MXF
MEXICO FD INC
COM
$2.2M
107,154
0.2%
QQQ
INVESCO QQQ TR
UNIT SER 1
$2.2M
3,862
0.2%
GOOGL
ALPHABET INC
CAP STK CL A
$2.2M
7,646
0.2%
KO
COCA COLA CO
COM
$2.1M
28,486
0.2%
SCHW
SCHWAB CHARLES CORP
COM
$2.1M
22,417
0.2%
TGT
TARGET CORP
COM
$2.1M
17,328
0.2%
INTC
INTEL CORP
COM
$2.1M
47,503
0.2%
DLN
WISDOMTREE TR
US LARGECAP DIVD
$2.1M
23,294
0.1%
EXE
EXPAND ENERGY CORPORATION
COM
$2.1M
18,911
0.1%
AEM
AGNICO EAGLE MINES LTD
COM
$2.0M
9,761
0.1%
IBM
INTERNATIONAL BUSINESS MACHS
COM
$2.0M
8,101
0.1%
SHOP
SHOPIFY INC
CL A SUB VTG SHS
$1.9M
16,003
0.1%
LMT
LOCKHEED MARTIN CORP
COM
$1.9M
3,106
0.1%
PEO
ADAM NAT RES FD INC
COM
$1.9M
67,396
0.1%
—
EXXON MOBIL CORP
COM
$1.8M
10,605
0.1%
CHWY
CHEWY INC
CL A
$1.7M
64,265
0.1%
AMZN
AMAZON COM INC
COM
$1.7M
8,221
0.1%
MRK
MERCK & CO INC
COM
$1.6M
13,861
0.1%
TPZ
TORTOISE CAPITAL SERIES TRUS
ELECTRIFICATION
$1.6M
74,155
0.1%
STEW
SRH TOTAL RETURN FUND INC
COM
$1.6M
89,699
0.1%
LRCX
LAM RESEARCH CORP
COM NEW
$1.6M
6,538
0.1%
PSX
PHILLIPS 66
COM
$1.6M
8,481
0.1%
DIS
DISNEY WALT CO
COM
$1.5M
15,624
0.1%
HYIN
WISDOMTREE TR
PRIVATE CREDIT
$1.4M
98,698
0.1%
MAT
MATTEL INC
COM
$1.4M
96,015
0.1%
DHS
WISDOMTREE TR
US HIGH DIVIDEND
$1.3M
12,320
0.1%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
92%
前 6 大占比
KLAC
87.9%
USFR
1.6%
AAPL
0.8%
SO
0.7%
CSCO
0.4%
GS
0.4%
其他
8.1%
