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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 20
增持 52
减持 54
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
OZ
BELPOINTE PREP LLC
+$9.9M
101,727
清仓
—
SEAGEN INC
-$9.1M
0
-100%
建仓
EWW
ISHARES INC
+$8.0M
170,867
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。
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$7.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$7.8M
54,649
+2921%
减持
EMB
ISHARES TR
-$7.4M
8,140
-90%
增持
XLK
SELECT SECTOR SPDR TR
-$5.5M
175,589
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$5.2M
31,572
-6%
减持
JPM
JPMORGAN CHASE & CO
-$5.1M
114,659
-13%
增持
AMZN
AMAZON COM INC
-$4.8M
191,771
+2385%
建仓
IDXX
IDEXX LABS INC
+$4.7M
13,467
减持
MSFT
MICROSOFT CORP
-$4.6M
85,626
-1%
增持
AAPL
APPLE INC
-$4.6M
142,012
+3%
减持
SYF
SYNCHRONY FINANCIAL
-$4.6M
134,710
-44%
减持
META
META PLATFORMS INC
-$4.6M
63,721
-5%
增持
AMAT
APPLIED MATLS INC
-$4.5M
116,284
+2%
减持
MCK
MCKESSON CORP
-$3.9M
21,100
-40%
建仓
PSK
SPDR SER TR
+$3.8M
105,953
建仓
KMI
KINDER MORGAN INC DEL
+$3.6M
212,575
减持
DIS
DISNEY WALT CO
-$3.5M
42,061
-23%
减持
XLF
SELECT SECTOR SPDR TR
-$3.5M
227,565
-18%
减持
CVX
CHEVRON CORP NEW
-$3.0M
107,774
-6%
减持
AIG
AMERICAN INTL GROUP INC
-$2.8M
230,056
-1%
增持
GOOGL
ALPHABET INC
-$2.6M
7,173
+9%
减持
SPYM
SPDR SER TR
-$2.6M
182,052
-9%
增持
NOW
SERVICENOW INC
-$2.2M
27,775
+1%
减持
PEP
PEPSICO INC
-$2.2M
16,451
-44%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.1M
32,057
+6%
建仓
USFR
WISDOMTREE TR
+$2.0M
39,584
清仓
AAP
ADVANCE AUTO PARTS INC
-$1.9M
0
-100%
增持
—
MEDTRONIC PLC
-$1.9M
100,512
+2%
减持
XME
SPDR SER TR
-$1.9M
12,874
-68%
减持
FCX
FREEPORT-MCMORAN INC
-$1.9M
12,400
-73%
减持
SCHW
SCHWAB CHARLES CORP
-$1.9M
87,874
-0%
建仓
—
KELLOGG CO
+$1.8M
25,552
减持
KBE
SPDR SER TR
-$1.8M
178,327
-3%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.7M
74,651
-49%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.7M
20,430
-1%
增持
MA
MASTERCARD INCORPORATED
-$1.6M
42,556
+1%
增持
SBUX
STARBUCKS CORP
-$1.6M
111,069
+0%
减持
—
JACOBS ENGR GROUP INC
-$1.5M
108,791
-2%
清仓
EWC
ISHARES INC
-$1.4M
0
-100%
减持
ECL
ECOLAB INC
-$1.3M
56,662
-0%
清仓
GEN
NORTONLIFELOCK INC
-$1.3M
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$1.3M
0
-100%
减持
GLD
SPDR GOLD TR
-$1.3M
70,943
-3%
清仓
—
HANESBRANDS INC
-$1.2M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.2M
11,965
-5%
建仓
—
ACCENTURE PLC IRELAND
+$1.2M
4,241
建仓
RMD
RESMED INC
+$1.2M
5,605
建仓
ULTA
ULTA BEAUTY INC
+$1.2M
3,021
建仓
TENB
TENABLE HLDGS INC
+$1.2M
25,647
清仓
—
BIOHAVEN PHARMACTL HLDG CO L
-$1.1M
0
-100%
增持
TSLA
TESLA INC
-$1.1M
2,764
+0%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$1.1M
0
-100%
清仓
C
CITIGROUP INC
-$1.1M
0
-100%
建仓
BWA
BORGWARNER INC
+$1.1M
31,567
清仓
ITA
ISHARES TR
-$1.0M
0
-100%
减持
TLT
ISHARES TR
-$955.0K
3,453
-66%
减持
XLB
SELECT SECTOR SPDR TR
-$879.0K
59,588
-0%
减持
GOOG
ALPHABET INC
-$875.0K
1,040
-8%
建仓
WMT
WALMART INC
+$857.0K
7,049
减持
XLV
SELECT SECTOR SPDR TR
-$850.0K
27,728
-14%
减持
PG
PROCTER AND GAMBLE CO
-$847.0K
16,791
-21%
减持
XLY
SELECT SECTOR SPDR TR
-$834.0K
16,687
-1%
减持
CI
CIGNA CORP NEW
+$800.0K
45,611
-3%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$799.0K
197,625
-3%
建仓
TIP
ISHARES TR
+$783.0K
6,871
减持
IEMG
ISHARES INC
-$750.0K
30,466
-25%
增持
TROW
PRICE T ROWE GROUP INC
+$720.0K
10,483
+237%
减持
DG
DOLLAR GEN CORP NEW
+$654.0K
34,260
-2%
增持
XLC
SELECT SECTOR SPDR TR
-$638.0K
51,117
+3%
减持
XLI
SELECT SECTOR SPDR TR
-$638.0K
30,112
-5%
增持
RPV
INVESCO EXCHANGE TRADED FD T
-$617.0K
72,944
+3%
增持
IWN
ISHARES TR
-$615.0K
30,397
+3%
减持
BIL
SPDR SER TR
-$604.0K
60,502
-10%
增持
D
DOMINION ENERGY INC
-$562.0K
127,606
+1%
增持
IVE
ISHARES TR
-$544.0K
44,172
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$521.0K
5,129
+34%
增持
APD
AIR PRODS & CHEMS INC
+$518.0K
4,557
+97%
减持
TGT
TARGET CORP
-$510.0K
6,230
-5%
增持
SPMD
SPDR SER TR
+$508.0K
31,619
+100%
减持
—
MANAGED PORTFOLIO SERIES
-$495.0K
57,449
-19%
增持
HD
HOME DEPOT INC
+$481.0K
33,660
+15%
减持
KO
COCA COLA CO
-$478.0K
187,126
-5%
减持
IYE
ISHARES TR
-$461.0K
24,313
-28%
增持
T
AT&T INC
+$460.0K
38,001
+167%
增持
UPS
UNITED PARCEL SERVICE INC
-$454.0K
14,336
+0%
建仓
BF/B
BROWN FORMAN CORP
+$453.0K
6,461
增持
—
EXXON MOBIL CORP
+$451.0K
13,317
+60%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$429.0K
5,202
-1%
增持
V
VISA INC
+$413.0K
4,174
+126%
增持
—
PROSHARES TR
+$412.0K
138,253
+4%
减持
WM
WASTE MGMT INC DEL
-$405.0K
60,065
-1%
增持
PM
PHILIP MORRIS INTL INC
+$393.0K
26,335
+12%
增持
ITW
ILLINOIS TOOL WKS INC
+$392.0K
5,347
+92%
建仓
—
PENTAIR PLC
+$390.0K
8,531
减持
VZ
VERIZON COMMUNICATIONS INC
-$384.0K
57,170
-11%
减持
WMB
WILLIAMS COS INC
-$382.0K
145,848
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$375.0K
9,670
-47%
建仓
LIT
GLOBAL X FDS
+$352.0K
4,847
增持
QQQ
INVESCO QQQ TR
-$350.0K
4,309
+0%
增持
EXPD
EXPEDITORS INTL WASH INC
-$346.0K
70,733
+1%
增持
CSCO
CISCO SYS INC
-$334.0K
33,238
+6%
清仓
NFLX
NETFLIX INC
-$334.0K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$332.0K
3,464
增持
CAT
CATERPILLAR INC
-$332.0K
8,466
+2%
增持
WFC
WELLS FARGO CO NEW
-$329.0K
42,759
+3%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$319.0K
15,933
+2%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$318.0K
15,758
+2%
增持
INTC
INTEL CORP
-$317.0K
34,159
+6%
增持
—
LINDE PLC
-$314.0K
11,774
+2%
减持
BAC
BK OF AMERICA CORP
-$310.0K
7,923
-41%
增持
FTNT
FORTINET INC
-$292.0K
23,042
+393%
减持
TMUS
T-MOBILE US INC
+$286.0K
65,604
-1%
增持
EFV
ISHARES TR
-$285.0K
55,974
+4%
增持
VTR
VENTAS INC
-$285.0K
34,243
+3%
增持
TER
TERADYNE INC
-$284.0K
11,045
+3%
减持
COR
AMERISOURCEBERGEN CORP
-$283.0K
9,166
-10%
增持
MAR
MARRIOTT INTL INC NEW
-$280.0K
7,788
+2%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$266.0K
17,947
+3%
增持
IYR
ISHARES TR
+$261.0K
7,114
+96%
增持
PFE
PFIZER INC
+$252.0K
80,675
+5%
增持
AXP
AMERICAN EXPRESS CO
-$251.0K
7,775
+9%
清仓
CRM
SALESFORCE COM INC
-$242.0K
0
-100%
清仓
SNAP
SNAP INC
-$235.0K
0
-100%
清仓
—
PIONEER NAT RES CO
-$228.0K
0
-100%
清仓
DE
DEERE & CO
-$227.0K
0
-100%
建仓
LLY
LILLY ELI & CO
+$221.0K
682
清仓
VTV
VANGUARD INDEX FDS
-$220.0K
0
-100%
增持
SPSM
SPDR SER TR
+$219.0K
16,572
+85%
增持
TFC
TRUIST FINL CORP
-$217.0K
33,170
+5%
建仓
MOS
MOSAIC CO NEW
+$216.0K
4,580
清仓
MELI
MERCADOLIBRE INC
-$216.0K
0
-100%
增持
PAYX
PAYCHEX INC
-$214.0K
13,863
+5%
清仓
DVY
ISHARES TR
-$213.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$209.0K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$209.0K
20,382
-7%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$209.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$208.0K
0
-100%
清仓
IVW
ISHARES TR
-$204.0K
0
-100%
清仓
ITOT
ISHARES TR
-$201.0K
0
-100%
减持
MRK
MERCK & CO INC
+$192.0K
30,787
-3%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$192.0K
57,308
-5%
减持
IWB
ISHARES TR
-$190.0K
3,086
-7%
增持
NUE
NUCOR CORP
+$190.0K
8,058
+84%
减持
ORCL
ORACLE CORP
-$183.0K
13,293
-1%
增持
KLAC
KLA CORP
-$183.0K
3,915
+0%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$181.0K
6,984
-5%
减持
BA
BOEING CO
-$178.0K
3,060
-2%
