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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 24
增持 62
减持 48
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
IWM
ISHARES TR
-$10.3M
0
-100%
建仓
OZ
BELPOINTE PREP LLC
+$9.4M
93,969
增持
EMB
ISHARES TR
+$8.9M
86,891
+1588%
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
DIS
DISNEY WALT CO
+$7.4M
53,106
+1019%
减持
—
WISDOMTREE TR
-$7.2M
388,514
-43%
减持
IEMG
ISHARES INC
-$6.9M
51,538
-68%
增持
AAPL
APPLE INC
+$4.9M
127,719
+2%
清仓
CMCSA
COMCAST CORP NEW
-$4.9M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$4.7M
187,276
+0%
减持
OPTU
ALTICE USA INC
-$4.2M
113,432
-61%
增持
XLC
SELECT SECTOR SPDR TR
+$4.1M
73,067
+280%
减持
HD
HOME DEPOT INC
+$4.1M
49,575
-2%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$3.9M
70,022
+204%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$3.6M
236,402
-22%
增持
AMAT
APPLIED MATLS INC
+$3.6M
118,097
+1%
减持
BIL
SPDR SER TR
-$3.4M
17,479
-68%
减持
T
AT&T INC
-$3.1M
14,519
-89%
减持
MSFT
MICROSOFT CORP
+$3.0M
91,507
-7%
增持
MCK
MCKESSON CORP
+$2.6M
50,911
+1%
减持
—
MEDTRONIC PLC
-$2.4M
93,734
-3%
减持
WMG
WARNER MUSIC GROUP CORP
-$2.4M
79,678
-42%
增持
META
META PLATFORMS INC
+$2.4M
53,693
+16%
减持
PFE
PFIZER INC
+$2.1M
134,290
-1%
增持
SPYM
SPDR SER TR
+$2.0M
204,511
+10%
增持
ABBV
ABBVIE INC
+$2.0M
52,061
+10%
增持
XLF
SELECT SECTOR SPDR TR
+$1.8M
324,331
+12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.8M
21,174
-2%
减持
PANW
PALO ALTO NETWORKS INC
+$1.7M
39,654
-7%
建仓
SHY
ISHARES TR
+$1.7M
19,589
增持
XLY
SELECT SECTOR SPDR TR
+$1.6M
25,860
+25%
增持
GOOG
ALPHABET INC
+$1.6M
1,140
+74%
减持
GOOGL
ALPHABET INC
+$1.5M
6,893
-0%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
40,673
+8%
增持
KO
COCA COLA CO
+$1.5M
193,327
+2%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$1.5M
2,242
建仓
TOL
TOLL BROTHERS INC
+$1.4M
20,028
减持
CVX
CHEVRON CORP NEW
+$1.4M
90,963
-0%
建仓
TGT
TARGET CORP
+$1.4M
5,994
增持
MRK
MERCK & CO INC
+$1.4M
24,006
+269%
增持
CI
CIGNA CORP NEW
+$1.3M
44,554
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.2M
43,202
+1%
增持
XLB
SELECT SECTOR SPDR TR
+$1.2M
63,120
+12%
减持
SCHW
SCHWAB CHARLES CORP
+$1.2M
97,168
-0%
减持
PAVE
GLOBAL X FDS
+$1.2M
404,065
-1%
建仓
EOG
EOG RES INC
+$1.2M
13,580
清仓
HALO
HALOZYME THERAPEUTICS INC
-$1.1M
0
-100%
建仓
GDX
VANECK ETF TRUST
+$1.1M
34,590
增持
EXPD
EXPEDITORS INTL WASH INC
+$1.1M
66,274
+1%
清仓
—
EVEREST RE GROUP LTD
-$1.1M
0
-100%
减持
IEF
ISHARES TR
-$1.1M
22,799
-29%
减持
WM
WASTE MGMT INC DEL
+$1.1M
63,816
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$1.1M
40,782
+11%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$1.1M
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$1.0M
26,263
+80%
清仓
XRT
SPDR SER TR
-$1.0M
0
-100%
增持
—
LABORATORY CORP AMER HLDGS
+$973.0K
25,151
+2%
减持
ETV
EATON VANCE TAX-MANAGED BUY-
-$942.0K
11,354
-84%
减持
XME
SPDR SER TR
-$891.0K
20,402
-53%
增持
GLD
SPDR GOLD TR
+$885.0K
27,605
+18%
增持
—
JACOBS ENGR GROUP INC
+$845.0K
106,635
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$754.0K
34,344
+29%
增持
PEP
PEPSICO INC
+$749.0K
28,335
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$701.0K
35,331
+14%
建仓
MMM
3M CO
+$680.0K
3,828
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$678.0K
6,300
建仓
CL
COLGATE PALMOLIVE CO
+$677.0K
7,938
增持
—
LINDE PLC
+$660.0K
11,228
+2%
增持
PM
PHILIP MORRIS INTL INC
+$659.0K
23,761
+41%
建仓
APD
AIR PRODS & CHEMS INC
+$644.0K
2,116
增持
AMZN
AMAZON COM INC
+$642.0K
7,302
+1%
减持
—
ANNALY CAPITAL MANAGEMENT IN
-$634.0K
16,748
-82%
减持
SYF
SYNCHRONY FINANCIAL
-$631.0K
250,488
-0%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$623.0K
0
-100%
增持
TMUS
T-MOBILE US INC
-$618.0K
65,118
+2%
减持
TSLA
TESLA INC
+$609.0K
2,673
-6%
增持
IVE
ISHARES TR
+$593.0K
41,940
+2%
减持
DG
DOLLAR GEN CORP NEW
+$590.0K
67,416
-7%
减持
STIP
ISHARES TR
-$575.0K
11,485
-32%
减持
SPY
SPDR S&P 500 ETF TR
+$573.0K
14,397
-1%
增持
IBB
ISHARES TR
+$562.0K
5,596
+210%
增持
MCD
MCDONALDS CORP
+$539.0K
17,962
+1%
增持
IWN
ISHARES TR
+$518.0K
28,776
+8%
建仓
SBUX
STARBUCKS CORP
+$515.0K
4,403
增持
ECL
ECOLAB INC
+$502.0K
18,137
+1%
减持
D
DOMINION ENERGY INC
+$501.0K
135,522
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$487.0K
45,499
+5%
增持
TXN
TEXAS INSTRS INC
+$482.0K
4,869
+115%
减持
NOW
SERVICENOW INC
+$479.0K
25,910
-1%
建仓
AXP
AMERICAN EXPRESS CO
+$476.0K
2,908
建仓
NUE
NUCOR CORP
+$474.0K
4,154
增持
XLE
SELECT SECTOR SPDR TR
+$459.0K
81,583
+4%
减持
XBI
SPDR SER TR
-$449.0K
3,409
-48%
清仓
TDOC
TELADOC HEALTH INC
-$441.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$432.0K
125,230
+1%
建仓
—
CHUBB LIMITED
+$403.0K
2,085
增持
ZTS
ZOETIS INC
+$402.0K
5,979
+10%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$393.0K
28,009
+4%
增持
SO
SOUTHERN CO
+$393.0K
44,248
+4%
建仓
GPC
GENUINE PARTS CO
+$392.0K
2,796
增持
ARKF
ARK ETF TR
+$387.0K
21,170
+119%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$370.0K
146,829
+13%
减持
KLAC
KLA CORP
+$360.0K
3,817
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$358.0K
8,090
-22%
减持
SPDW
SPDR INDEX SHS FDS
-$348.0K
10,032
-49%
减持
UPS
UNITED PARCEL SERVICE INC
+$341.0K
14,334
-4%
建仓
SCHB
SCHWAB STRATEGIC TR
+$339.0K
3,000
减持
LOW
LOWES COS INC
+$323.0K
6,584
-3%
减持
PG
PROCTER AND GAMBLE CO
+$320.0K
21,009
-6%
增持
AAP
ADVANCE AUTO PARTS INC
+$305.0K
9,335
+1%
增持
SNPS
SYNOPSYS INC
+$304.0K
4,224
+1%
增持
XLRE
SELECT SECTOR SPDR TR
+$304.0K
31,511
+5%
增持
INTU
INTUIT
+$302.0K
2,397
+4%
建仓
QCOM
QUALCOMM INC
+$298.0K
1,632
减持
SPMD
SPDR SER TR
-$285.0K
15,116
-33%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$276.0K
15,926
+120%
减持
PAYX
PAYCHEX INC
+$276.0K
13,060
-3%
减持
INTC
INTEL CORP
-$273.0K
30,376
-12%
减持
KBE
SPDR SER TR
+$273.0K
181,436
-0%
清仓
BEDZ
ADVISORSHARES TR
-$262.0K
0
-100%
清仓
JETS
ETF SER SOLUTIONS
-$261.0K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$257.0K
4,177
+9%
清仓
BP
BP PLC
-$257.0K
0
-100%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$257.0K
6,971
+1%
减持
C
CITIGROUP INC
-$251.0K
19,833
-4%
清仓
VO
VANGUARD INDEX FDS
-$244.0K
0
-100%
减持
AIG
AMERICAN INTL GROUP INC
+$242.0K
235,229
-2%
清仓
ROKU
ROKU INC
-$234.0K
0
-100%
建仓
SUSL
ISHARES TR
+$234.0K
2,773
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$222.0K
8,133
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$221.0K
26,707
-10%
清仓
NEM
NEWMONT CORP
-$213.0K
0
-100%
增持
—
DERMTECH INC
-$211.0K
13,521
+2%
减持
BX
BLACKSTONE INC
-$211.0K
1,581
-56%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$208.0K
1,100
建仓
LLY
LILLY ELI & CO
+$207.0K
750
建仓
DVY
ISHARES TR
+$204.0K
1,665
建仓
ROK
ROCKWELL AUTOMATION INC
+$201.0K
575
建仓
VHT
VANGUARD WORLD FDS
+$201.0K
753
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$193.0K
5,255
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
+$192.0K
4,699
-0%
增持
JNJ
JOHNSON & JOHNSON
+$186.0K
4,856
+21%
增持
COR
AMERISOURCEBERGEN CORP
+$181.0K
9,930
+4%
清仓
KMI
KINDER MORGAN INC DEL
-$177.0K
0
-100%
增持
FE
FIRSTENERGY CORP
+$175.0K
24,566
+3%
减持
IYR
ISHARES TR
-$162.0K
7,083
-26%
增持
EFG
ISHARES TR
+$158.0K
11,034
+11%
增持
CAT
CATERPILLAR INC
+$153.0K
2,565
+31%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$152.0K
13,959
+6%
减持
NVDA
NVIDIA CORPORATION
+$147.0K
1,700
-0%
清仓
F
FORD MTR CO DEL
-$142.0K
0
-100%
