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United Asset Strategies, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
United Asset Strategies, Inc.
报告期 2026-03-31 · CIK 0001539948
持仓数
257
前50大市值合计
$961.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 22
增持 73
减持 35
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
XLE
SELECT SECTOR SPDR TR
-$11.2M
78,110
-73%
增持
IWM
ISHARES TR
+$10.1M
47,290
+4536%
建仓
KBE
SPDR SER TR
+$9.6M
181,936
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
GLD
SPDR GOLD TR
-$7.5M
23,344
-66%
清仓
EWW
ISHARES INC
-$7.1M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$6.1M
123,781
+36%
增持
BTI
BRITISH AMERN TOB PLC
+$4.9M
372,196
+77%
减持
PANW
PALO ALTO NETWORKS INC
+$3.9M
42,528
-4%
增持
BIL
SPDR SER TR
+$3.6M
55,106
+239%
增持
SPYM
SPDR SER TR
+$2.6M
186,226
+38%
增持
—
WISDOMTREE TR
+$2.2M
677,161
+15%
增持
OPTU
ALTICE USA INC
-$2.0M
290,356
+23%
清仓
—
CLOVIS ONCOLOGY INC
-$1.9M
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
+$1.8M
239,255
+1%
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$1.7M
23,020
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.7M
302,574
+12%
增持
GOOGL
ALPHABET INC
+$1.7M
6,896
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
21,569
+1%
增持
AMAT
APPLIED MATLS INC
-$1.5M
116,436
+1%
减持
WFC
WELLS FARGO CO NEW
-$1.5M
42,244
-44%
增持
MSFT
MICROSOFT CORP
+$1.3M
98,579
+1%
建仓
SNPS
SYNOPSYS INC
+$1.3M
4,186
建仓
INTU
INTUIT
+$1.2M
2,298
减持
SPSM
SPDR SER TR
-$1.2M
17,487
-60%
清仓
XOP
SPDR SER TR
-$1.2M
0
-100%
增持
META
FACEBOOK INC
+$1.1M
46,155
+11%
建仓
SGI
TEMPUR SEALY INTL INC
+$1.1M
24,046
建仓
—
EVEREST RE GROUP LTD
+$1.1M
4,381
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$1.1M
15,989
清仓
—
L BRANDS INC
-$1.1M
0
-100%
建仓
ZTS
ZOETIS INC
+$1.1M
5,443
增持
CI
CIGNA CORP NEW
-$1.0M
44,434
+6%
建仓
SMH
VANECK ETF TRUST
+$1.0M
3,972
增持
WMG
WARNER MUSIC GROUP CORP
+$1.0M
137,067
+2%
清仓
EOG
EOG RES INC
-$1.0M
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$979.0K
0
-100%
清仓
OIH
VANECK VECTORS ETF TR
-$957.0K
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$941.0K
43,404
+242%
清仓
IWO
ISHARES TR
-$939.0K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$922.0K
31,041
-20%
清仓
HUM
HUMANA INC
-$912.0K
0
-100%
增持
MCK
MCKESSON CORP
+$883.0K
50,561
+5%
增持
HD
HOME DEPOT INC
+$833.0K
50,331
+2%
减持
SPMD
SPDR SER TR
-$833.0K
22,476
-43%
增持
XLRE
SELECT SECTOR SPDR TR
+$831.0K
29,892
+166%
减持
KRE
SPDR SER TR
-$828.0K
14,779
-47%
减持
NOW
SERVICENOW INC
+$787.0K
26,257
-7%
减持
XLV
SELECT SECTOR SPDR TR
-$752.0K
36,670
-15%
增持
TMUS
T-MOBILE US INC
-$725.0K
63,946
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$720.0K
14,600
+13%
减持
XLB
SELECT SECTOR SPDR TR
-$713.0K
56,563
-10%
增持
WM
WASTE MGMT INC DEL
+$697.0K
64,052
+1%
减持
XLY
SELECT SECTOR SPDR TR
-$640.0K
20,767
-15%
增持
D
DOMINION ENERGY INC
+$605.0K
138,943
+7%
增持
AMGN
AMGEN INC
-$549.0K
33,580
+6%
减持
UPS
UNITED PARCEL SERVICE INC
-$514.0K
14,998
-4%
增持
—
MEDTRONIC PLC
+$512.0K
96,847
+3%
减持
XLP
SELECT SECTOR SPDR TR
-$509.0K
14,572
-33%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$503.0K
10,329
增持
XME
SPDR SER TR
+$492.0K
43,234
+42%
减持
PFE
PFIZER INC
+$489.0K
136,125
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$486.0K
186,694
+1%
建仓
ARKF
ARK ETF TR
+$478.0K
9,688
增持
TLT
ISHARES TR
+$458.0K
8,046
+65%
减持
XLC
SELECT SECTOR SPDR TR
-$439.0K
19,218
-21%
增持
CVX
CHEVRON CORP NEW
+$422.0K
91,256
+8%
减持
AAPL
APPLE INC
+$413.0K
125,619
-1%
增持
IYR
ISHARES TR
+$379.0K
9,622
+62%
清仓
—
GENERAL ELECTRIC CO
-$373.0K
0
-100%
建仓
SNAP
SNAP INC
+$372.0K
5,033
清仓
—
PROSHARES TR
-$372.0K
0
-100%
增持
FTNT
FORTINET INC
+$367.0K
5,768
+4%
增持
—
LABORATORY CORP AMER HLDGS
+$355.0K
24,624
+3%
建仓
GE
GENERAL ELECTRIC CO
+$351.0K
3,410
增持
EXPD
EXPEDITORS INTL WASH INC
-$348.0K
65,455
+2%
增持
AGG
ISHARES TR
+$344.0K
16,129
+23%
清仓
—
CANOPY GROWTH CORP
-$338.0K
0
-100%
增持
IEMG
ISHARES INC
-$337.0K
162,169
+5%
清仓
SHY
ISHARES TR
-$328.0K
0
-100%
清仓
BIO
BIO RAD LABS INC
-$322.0K
0
-100%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$318.0K
1,453
-49%
减持
SPEM
SPDR INDEX SHS FDS
-$313.0K
8,307
-43%
减持
DIS
DISNEY WALT CO
-$303.0K
4,746
-25%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$298.0K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$296.0K
2,861
增持
MCD
MCDONALDS CORP
+$283.0K
17,736
+3%
增持
SYF
SYNCHRONY FINANCIAL
+$281.0K
250,631
+2%
减持
XLU
SELECT SECTOR SPDR TR
-$275.0K
26,673
-15%
清仓
QCOM
QUALCOMM INC
-$272.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$269.0K
7,216
+4%
建仓
BEDZ
ADVISORSHARES TR
+$262.0K
10,322
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$261.0K
8,547
+13%
建仓
JETS
ETF SER SOLUTIONS
+$261.0K
11,130
减持
TSLA
TESLA INC
+$261.0K
2,857
-1%
清仓
VDC
VANGUARD WORLD FDS
-$254.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$243.0K
19,730
-24%
增持
CMCSA
COMCAST CORP NEW
+$238.0K
87,657
+7%
减持
XLF
SELECT SECTOR SPDR TR
-$235.0K
289,153
-4%
减持
IWB
ISHARES TR
-$234.0K
3,767
-20%
增持
EPAM
EPAM SYS INC
+$234.0K
2,579
+7%
清仓
COIN
COINBASE GLOBAL INC
-$233.0K
0
-100%
建仓
NIO
NIO INC
+$231.0K
6,484
增持
—
LINDE PLC
+$221.0K
11,009
+6%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$210.0K
7,237
+20%
清仓
DE
DEERE & CO
-$210.0K
0
-100%
减持
ECL
ECOLAB INC
-$210.0K
17,988
-7%
清仓
DVY
ISHARES TR
-$206.0K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$203.0K
97,210
+3%
建仓
VTV
VANGUARD INDEX FDS
+$202.0K
1,489
增持
LOW
LOWES COS INC
+$200.0K
6,795
+12%
增持
COR
AMERISOURCEBERGEN CORP
+$198.0K
9,537
+16%
增持
KLAC
KLA CORP
+$192.0K
3,832
+14%
增持
—
JACOBS ENGR GROUP INC
+$187.0K
105,651
+2%
增持
IWP
ISHARES TR
+$181.0K
9,795
+21%
增持
TFC
TRUIST FINL CORP
+$177.0K
29,541
+5%
增持
DG
DOLLAR GEN CORP NEW
+$173.0K
72,164
+3%
增持
EFG
ISHARES TR
+$157.0K
9,946
+18%
增持
PH
PARKER-HANNIFIN CORP
+$157.0K
3,832
+29%
增持
PEP
PEPSICO INC
+$153.0K
27,746
+2%
增持
SO
SOUTHERN CO
+$147.0K
42,628
+3%
增持
HALO
HALOZYME THERAPEUTICS INC
+$145.0K
27,466
+28%
增持
MA
MASTERCARD INCORPORATED
+$145.0K
37,783
+6%
建仓
F
FORD MTR CO DEL
+$142.0K
10,009
增持
T
AT&T INC
-$141.0K
128,597
+2%
减持
BA
BOEING CO
-$137.0K
4,938
-3%
增持
QQQ
INVESCO QQQ TR
+$136.0K
4,304
+9%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$136.0K
130,038
+5%
增持
LMT
LOCKHEED MARTIN CORP
-$133.0K
4,972
+2%
增持
IVE
ISHARES TR
+$130.0K
41,094
+4%
增持
PG
PROCTER AND GAMBLE CO
+$129.0K
22,299
+1%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$126.0K
6,912
+2%
建仓
HUMA
HUMACYTE INC
+$120.0K
10,308
减持
ROKU
ROKU INC
-$119.0K
748
-3%
减持
ORCL
ORACLE CORP
+$117.0K
13,843
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$110.0K
26,906
+1%
减持
CSCO
CISCO SYS INC
-$108.0K
35,684
-8%
减持
ARKK
ARK ETF TR
-$95.0K
4,472
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$94.0K
42,924
+3%
减持
IIPR
INNOVATIVE INDL PPTYS INC
+$94.0K
2,453
-1%
增持
KO
COCA COLA CO
-$91.0K
190,281
+2%
建仓
—
SANDSTORM GOLD LTD
+$89.0K
15,500
建仓
—
META MATERIALS INC
+$87.0K
15,000
增持
ABBV
ABBVIE INC
+$86.0K
47,154
+6%
增持
NFLX
NETFLIX INC
+$79.0K
898
+1%
增持
AAP
ADVANCE AUTO PARTS INC
+$72.0K
9,256
+2%
增持
C
CITIGROUP INC
+$71.0K
20,643
+6%
减持
UBER
UBER TECHNOLOGIES INC
-$71.0K
5,868
-11%
减持
ESGD
ISHARES TR
-$71.0K
2,753
-24%
减持
IBB
ISHARES TR
-$70.0K
1,804
-18%
增持
PM
PHILIP MORRIS INTL INC
+$69.0K
16,856
+9%
