小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 32
增持 43
减持 44
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
HD
HOME DEPOT INC
-$11.8M
29,236
-41%
清仓
PAVE
GLOBAL X FDS
-$11.6M
0
-100%
清仓
—
WISDOMTREE TR
-$9.7M
0
-100%
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。
建仓
ROP
ROPER TECHNOLOGIES INC
+$9.7M
20,614
增持
SBUX
STARBUCKS CORP
+$9.6M
110,926
+2419%
清仓
OZ
BELPOINTE PREP LLC
-$9.4M
0
-100%
清仓
IEUR
ISHARES TR
-$9.3M
0
-100%
建仓
—
SEAGEN INC
+$9.1M
62,979
增持
GLD
SPDR GOLD TR
+$8.5M
73,259
+165%
减持
DG
DOLLAR GEN CORP NEW
-$8.1M
34,834
-48%
增持
CVX
CHEVRON CORP NEW
+$7.9M
114,206
+26%
清仓
—
LABORATORY CORP AMER HLDGS
-$7.9M
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.8M
74,764
增持
AMGN
AMGEN INC
+$6.2M
55,773
+72%
增持
ECL
ECOLAB INC
+$5.8M
56,893
+214%
减持
BTI
BRITISH AMERN TOB PLC
-$5.1M
186,316
-46%
减持
XLK
SELECT SECTOR SPDR TR
-$4.8M
174,865
-7%
减持
ABBV
ABBVIE INC
-$4.7M
14,621
-72%
增持
BIL
SPDR SER TR
+$4.5M
67,149
+284%
减持
MSFT
MICROSOFT CORP
-$4.2M
86,363
-6%
减持
PFE
PFIZER INC
-$4.0M
76,831
-43%
减持
AMAT
APPLIED MATLS INC
-$3.5M
114,232
-3%
清仓
WMG
WARNER MUSIC GROUP CORP
-$3.4M
0
-100%
减持
SYF
SYNCHRONY FINANCIAL
-$3.3M
238,504
-5%
增持
META
META PLATFORMS INC
-$3.2M
66,761
+24%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.6M
19,531
-8%
减持
AMT
AMERICAN TOWER CORP NEW
-$2.6M
40,040
-7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.5M
46,072
+96%
减持
XLC
SELECT SECTOR SPDR TR
-$2.3M
49,609
-32%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$2.2M
204,537
-13%
减持
XLY
SELECT SECTOR SPDR TR
-$2.2M
16,909
-35%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.1M
30,330
+8%
减持
XLF
SELECT SECTOR SPDR TR
-$2.1M
276,904
-15%
建仓
VTR
VENTAS INC
+$2.0M
33,125
减持
XLE
SELECT SECTOR SPDR TR
-$1.9M
33,882
-58%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.9M
64,478
+141%
建仓
—
PROSHARES TR
+$1.9M
132,656
减持
MCK
MCKESSON CORP
-$1.8M
35,301
-31%
清仓
OPTU
ALTICE USA INC
-$1.8M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$1.8M
132,438
+6%
清仓
LOW
LOWES COS INC
-$1.7M
0
-100%
减持
GOOGL
ALPHABET INC
-$1.7M
6,569
-5%
增持
EXPD
EXPEDITORS INTL WASH INC
-$1.7M
70,183
+6%
建仓
GILD
GILEAD SCIENCES INC
+$1.6M
27,553
清仓
INTU
INTUIT
-$1.5M
0
-100%
增持
XME
SPDR SER TR
+$1.5M
39,921
+96%
清仓
EPAM
EPAM SYS INC
-$1.5M
0
-100%
增持
NOW
SERVICENOW INC
-$1.5M
27,586
+6%
减持
EMB
ISHARES TR
-$1.4M
82,398
-5%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$1.4M
15,548
建仓
IYE
ISHARES TR
+$1.4M
33,914
建仓
EWC
ISHARES INC
+$1.4M
34,202
增持
AAPL
APPLE INC
+$1.3M
137,589
+8%
减持
XLV
SELECT SECTOR SPDR TR
-$1.3M
32,163
-21%
建仓
MAR
MARRIOTT INTL INC NEW
+$1.3M
7,617
建仓
GEN
NORTONLIFELOCK INC
+$1.3M
50,154
清仓
PH
PARKER-HANNIFIN CORP
-$1.3M
0
-100%
增持
CAT
CATERPILLAR INC
+$1.3M
8,280
+223%
建仓
JKHY
HENRY JACK & ASSOC INC
+$1.3M
6,669
减持
XLRE
SELECT SECTOR SPDR TR
-$1.3M
7,080
-78%
建仓
KBR
KBR INC
+$1.3M
23,572
建仓
TER
TERADYNE INC
+$1.3M
10,770
减持
PANW
PALO ALTO NETWORKS INC
-$1.2M
33,460
-16%
增持
—
MEDTRONIC PLC
+$1.2M
98,499
+5%
清仓
SGI
TEMPUR SEALY INTL INC
-$1.2M
0
-100%
建仓
—
HANESBRANDS INC
+$1.2M
81,510
清仓
EOG
EOG RES INC
-$1.2M
0
-100%
清仓
IWP
ISHARES TR
-$1.2M
0
-100%
减持
AIG
AMERICAN INTL GROUP INC
+$1.2M
231,870
-1%
建仓
—
BIOHAVEN PHARMACTL HLDG CO L
+$1.1M
9,620
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
12,617
-12%
清仓
QRVO
QORVO INC
-$1.1M
0
-100%
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$1.1M
11,838
清仓
GDX
VANECK ETF TRUST
-$1.1M
0
-100%
清仓
SMH
VANECK ETF TRUST
-$1.1M
0
-100%
减持
WM
WASTE MGMT INC DEL
-$1.1M
60,531
-5%
减持
WMB
WILLIAMS COS INC
+$1.0M
147,695
-1%
建仓
ITA
ISHARES TR
+$1.0M
9,374
增持
PYPL
PAYPAL HLDGS INC
+$1.0M
11,240
+674%
增持
CI
CIGNA CORP NEW
+$988.0K
46,822
+5%
增持
TMUS
T-MOBILE US INC
+$988.0K
66,534
+2%
清仓
ARKF
ARK ETF TR
-$865.0K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$853.0K
7,106
+144%
减持
IEMG
ISHARES INC
-$840.0K
40,420
-22%
减持
XLU
SELECT SECTOR SPDR TR
-$820.0K
22,002
-36%
增持
AMZN
AMAZON COM INC
+$809.0K
7,717
+6%
增持
KO
COCA COLA CO
+$803.0K
197,583
+2%
减持
XLP
SELECT SECTOR SPDR TR
-$802.0K
16,109
-39%
增持
MRK
MERCK & CO INC
+$775.0K
31,869
+33%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$759.0K
2,480
-69%
增持
DIS
DISNEY WALT CO
-$754.0K
54,473
+3%
减持
SPYM
SPDR SER TR
-$746.0K
200,858
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$746.0K
88,075
-9%
清仓
IIPR
INNOVATIVE INDL PPTYS INC
-$630.0K
0
-100%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$598.0K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$583.0K
2,782
建仓
CVS
CVS HEALTH CORP
+$546.0K
5,399
增持
—
JACOBS ENGR GROUP INC
+$498.0K
111,349
+4%
建仓
EMR
EMERSON ELEC CO
+$474.0K
4,837
建仓
TROW
PRICE T ROWE GROUP INC
+$471.0K
3,112
减持
XLI
SELECT SECTOR SPDR TR
-$470.0K
31,738
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
-$467.0K
1,915
-59%
减持
XLB
SELECT SECTOR SPDR TR
-$454.0K
59,731
-5%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$434.0K
71,154
+2%
增持
MA
MASTERCARD INCORPORATED
+$431.0K
42,099
+4%
减持
IYR
ISHARES TR
-$430.0K
3,633
-49%
建仓
TPR
TAPESTRY INC
+$430.0K
11,576
清仓
ARKK
ARK ETF TR
-$418.0K
0
-100%
增持
TOL
TOLL BROTHERS INC
-$412.0K
22,084
+10%
减持
BA
BOEING CO
-$402.0K
3,113
-37%
增持
NKE
NIKE INC
+$386.0K
5,174
+178%
清仓
XBI
SPDR SER TR
-$382.0K
0
-100%
增持
IAU
ISHARES GOLD TR
+$363.0K
24,571
+58%
增持
SPEM
SPDR INDEX SHS FDS
+$356.0K
18,390
+115%
减持
SPSM
SPDR SER TR
-$352.0K
8,956
-45%
减持
—
MANAGED PORTFOLIO SERIES
-$351.0K
71,277
-29%
减持
FCX
FREEPORT-MCMORAN INC
+$349.0K
45,189
-1%
建仓
OEF
ISHARES TR
+$343.0K
1,643
清仓
SHOP
SHOPIFY INC
-$331.0K
0
-100%
建仓
IWM
ISHARES TR
+$294.0K
1,431
增持
AAP
ADVANCE AUTO PARTS INC
-$292.0K
9,408
+1%
清仓
WMT
WALMART INC
-$292.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$291.0K
0
-100%
减持
KRE
SPDR SER TR
-$288.0K
11,847
-24%
建仓
—
VMWARE INC
+$286.0K
2,515
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$278.0K
5,240
-0%
建仓
TRV
TRAVELERS COMPANIES INC
+$265.0K
1,452
增持
MCD
MCDONALDS CORP
-$261.0K
18,417
+3%
增持
SO
SOUTHERN CO
+$260.0K
45,447
+3%
增持
COR
AMERISOURCEBERGEN CORP
+$260.0K
10,212
+3%
增持
KBE
SPDR SER TR
-$255.0K
184,229
+2%
增持
ZTS
ZOETIS INC
-$229.0K
6,522
+9%
建仓
—
PIONEER NAT RES CO
+$228.0K
913
减持
BAB
INVESCO EXCH TRADED FD TR II
-$228.0K
60,017
-2%
建仓
DE
DEERE & CO
+$227.0K
546
减持
IEF
ISHARES TR
-$217.0K
22,380
-2%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$216.0K
0
-100%
增持
KLAC
KLA CORP
-$210.0K
3,913
+3%
建仓
BP
BP PLC
+$210.0K
7,150
清仓
NIO
NIO INC
-$209.0K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$208.0K
0
-100%
清仓
LLY
LILLY ELI & CO
-$207.0K
0
-100%
建仓
IVW
ISHARES TR
+$204.0K
2,672
建仓
ITOT
ISHARES TR
+$201.0K
1,987
清仓
ROK
ROCKWELL AUTOMATION INC
-$201.0K
0
-100%
增持
NFLX
NETFLIX INC
-$201.0K
891
+0%
清仓
VHT
VANGUARD WORLD FDS
-$201.0K
0
-100%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$200.0K
15,426
+11%
增持
CHTR
CHARTER COMMUNICATIONS INC N
-$197.0K
2,319
+3%
增持
TLT
ISHARES TR
+$195.0K
10,234
+31%
