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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 23
增持 60
减持 44
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
—
JACOBS ENGR GROUP INC
-$13.8M
0
-100%
建仓
IGV
ISHARES TR
+$13.7M
54,680
减持
NOW
SERVICENOW INC
-$8.7M
11,960
-57%
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
BTI
BRITISH AMERN TOB PLC
-$8.0M
0
-100%
清仓
EWW
ISHARES INC
-$8.0M
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$7.1M
16,734
-48%
增持
EMB
ISHARES TR
+$6.4M
89,967
+1005%
减持
META
META PLATFORMS INC
-$5.6M
34,797
-45%
增持
XLY
SELECT SECTOR SPDR TR
+$5.4M
54,153
+225%
建仓
EL
LAUDER ESTEE COS INC
+$5.2M
23,883
增持
XLC
SELECT SECTOR SPDR TR
+$4.3M
148,057
+190%
减持
BIL
SPDR SER TR
-$3.9M
17,389
-71%
增持
PM
PHILIP MORRIS INTL INC
+$3.5M
73,211
+178%
清仓
SO
SOUTHERN CO
-$3.2M
0
-100%
建仓
EIX
EDISON INTL
+$3.2M
56,953
增持
IDXX
IDEXX LABS INC
+$3.0M
23,797
+77%
减持
PSK
SPDR SER TR
-$2.7M
32,447
-69%
建仓
HON
HONEYWELL INTL INC
+$2.4M
14,621
增持
SBUX
STARBUCKS CORP
+$2.4M
129,583
+17%
减持
MCD
MCDONALDS CORP
-$2.3M
9,834
-47%
建仓
J
JACOBS SOLUTIONS INC
+$2.2M
20,699
减持
CVX
CHEVRON CORP NEW
-$1.9M
95,662
-11%
减持
KO
COCA COLA CO
-$1.8M
177,323
-5%
减持
—
LINDE PLC
-$1.7M
6,110
-48%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.7M
38,815
-1%
建仓
MS
MORGAN STANLEY
+$1.6M
20,428
增持
MSFT
MICROSOFT CORP
-$1.6M
87,507
+2%
减持
OZ
BELPOINTE PREP LLC
-$1.6M
99,294
-2%
增持
GOOGL
ALPHABET INC
-$1.5M
147,271
+1953%
增持
NVDA
NVIDIA CORPORATION
-$1.4M
56,497
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$1.4M
282,470
+24%
增持
D
DOMINION ENERGY INC
-$1.3M
128,001
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$1.3M
199,029
+13%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$1.3M
59,951
-18%
减持
AMZN
AMAZON COM INC
+$1.2M
191,271
-0%
减持
JPM
JPMORGAN CHASE & CO
-$1.2M
112,106
-2%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$1.2M
5,280
建仓
RSG
REPUBLIC SVCS INC
+$1.2M
8,763
建仓
HUM
HUMANA INC
+$1.2M
2,426
清仓
RMD
RESMED INC
-$1.2M
0
-100%
清仓
KBR
KBR INC
-$1.2M
0
-100%
清仓
ZTS
ZOETIS INC
-$1.2M
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$1.1M
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$1.1M
9,422
建仓
CTAS
CINTAS CORP
+$1.1M
2,803
增持
MA
MASTERCARD INCORPORATED
-$1.1M
43,427
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$1.1M
44,740
+49%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.1M
0
-100%
减持
GLD
SPDR GOLD TR
-$1.1M
70,374
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$1.1M
34,646
+98%
减持
AIG
AMERICAN INTL GROUP INC
-$1.0M
225,721
-2%
清仓
TOL
TOLL BROTHERS INC
-$1.0M
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$994.0K
605
清仓
TER
TERADYNE INC
-$989.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$988.0K
50,391
-12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$980.0K
11,200
+351%
减持
HD
HOME DEPOT INC
-$971.0K
29,939
-11%
增持
XLV
SELECT SECTOR SPDR TR
+$963.0K
37,311
+35%
建仓
IQV
IQVIA HLDGS INC
+$960.0K
5,301
增持
AMGN
AMGEN INC
-$927.0K
56,118
+1%
清仓
IYE
ISHARES TR
-$927.0K
0
-100%
减持
—
MANAGED PORTFOLIO SERIES
-$837.0K
24,051
-58%
增持
SCHW
SCHWAB CHARLES CORP
+$787.0K
88,197
+0%
清仓
TIP
ISHARES TR
-$783.0K
0
-100%
减持
INTC
INTEL CORP
-$772.0K
19,644
-42%
增持
—
EXXON MOBIL CORP
+$747.0K
21,613
+62%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$741.0K
21,303
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$732.0K
20,384
-0%
增持
AMAT
APPLIED MATLS INC
-$716.0K
120,380
+4%
清仓
IBB
ISHARES TR
-$660.0K
0
-100%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$658.0K
42,371
-43%
增持
—
MEDTRONIC PLC
-$649.0K
103,681
+3%
增持
KMI
KINDER MORGAN INC DEL
+$622.0K
251,512
+18%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$621.0K
46,835
+1%
增持
EXPD
EXPEDITORS INTL WASH INC
-$593.0K
71,346
+1%
增持
SPMD
SPDR SER TR
+$585.0K
47,708
+51%
减持
DG
DOLLAR GEN CORP NEW
-$574.0K
32,664
-5%
清仓
XME
SPDR SER TR
-$559.0K
0
-100%
建仓
O
REALTY INCOME CORP
+$541.0K
9,289
增持
TSLA
TESLA INC
+$534.0K
9,031
+227%
建仓
MDLZ
MONDELEZ INTL INC
+$525.0K
9,570
增持
ECL
ECOLAB INC
-$519.0K
56,731
+0%
减持
IEMG
ISHARES INC
-$510.0K
22,919
-25%
增持
XLE
SELECT SECTOR SPDR TR
+$508.0K
43,842
+18%
增持
PFE
PFIZER INC
-$493.0K
85,388
+6%
清仓
KOMP
SPDR SER TR
-$490.0K
0
-100%
清仓
ARKQ
ARK ETF TR
-$479.0K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$457.0K
1,497
减持
SPYM
SPDR SER TR
-$443.0K
181,691
-0%
增持
VMBS
VANGUARD SCOTTSDALE FDS
-$429.0K
200,026
+1%
建仓
—
BLACKROCK ETF TRUST
+$423.0K
18,012
建仓
IQM
FRANKLIN TEMPLETON ETF TR
+$408.0K
12,092
增持
—
ACCENTURE PLC IRELAND
+$406.0K
6,156
+45%
减持
USFR
WISDOMTREE TR
-$391.0K
31,840
-20%
增持
XLU
SELECT SECTOR SPDR TR
+$390.0K
27,768
+36%
减持
WMB
WILLIAMS COS INC
-$385.0K
145,549
-0%
建仓
AGZ
ISHARES TR
+$382.0K
3,584
增持
VTR
VENTAS INC
-$364.0K
34,776
+2%
增持
AAPL
APPLE INC
+$361.0K
143,102
+1%
增持
JNJ
JOHNSON & JOHNSON
+$358.0K
7,537
+53%
增持
GOOG
ALPHABET INC
-$351.0K
20,010
+1824%
减持
IEF
ISHARES TR
-$331.0K
20,471
-9%
减持
IYR
ISHARES TR
-$325.0K
4,040
-43%
减持
PYPL
PAYPAL HLDGS INC
+$298.0K
20,196
-2%
减持
IAU
ISHARES GOLD TR
-$295.0K
17,812
-29%
减持
MET
METLIFE INC
-$294.0K
23,486
-14%
减持
WM
WASTE MGMT INC DEL
+$289.0K
59,160
-2%
清仓
MO
ALTRIA GROUP INC
-$289.0K
0
-100%
清仓
ENPH
ENPHASE ENERGY INC
-$288.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$267.0K
14,550
+1%
减持
SHY
ISHARES TR
-$262.0K
14,545
-17%
减持
MCK
MCKESSON CORP
+$260.0K
21,017
-0%
增持
IVE
ISHARES TR
-$259.0K
45,227
+2%
增持
PANW
PALO ALTO NETWORKS INC
-$255.0K
93,653
+197%
清仓
TRV
TRAVELERS COMPANIES INC
-$249.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$248.0K
11,944
-0%
减持
TMUS
T-MOBILE US INC
-$238.0K
64,009
-2%
清仓
EXC
EXELON CORP
-$228.0K
0
-100%
增持
TENB
TENABLE HLDGS INC
-$227.0K
26,940
+5%
减持
T
AT&T INC
-$224.0K
37,269
-2%
增持
ABBV
ABBVIE INC
-$217.0K
15,225
+3%
建仓
NFLX
NETFLIX INC
+$208.0K
883
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$207.0K
2,816
增持
EFV
ISHARES TR
-$202.0K
57,806
+3%
增持
PG
PROCTER AND GAMBLE CO
-$191.0K
17,607
+5%
增持
XLB
SELECT SECTOR SPDR TR
+$186.0K
67,228
+13%
增持
WMT
WALMART INC
+$178.0K
7,978
+13%
清仓
NAN
NUVEEN NEW YORK QLT MUN INC
-$176.0K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC
-$176.0K
9,664
-8%
增持
MOS
MOSAIC CO NEW
+$175.0K
8,091
+77%
减持
CI
CIGNA CORP NEW
+$173.0K
43,941
-4%
减持
MRK
MERCK & CO INC
-$158.0K
30,759
-0%
减持
KBE
SPDR SER TR
-$154.0K
173,189
-3%
增持
—
PROSHARES TR
+$151.0K
140,730
+2%
建仓
—
REE AUTOMOTIVE LTD
+$136.0K
200,000
增持
IWN
ISHARES TR
-$130.0K
31,095
+2%
增持
FTNT
FORTINET INC
-$125.0K
23,999
+4%
减持
STIP
ISHARES TR
-$120.0K
9,481
-7%
增持
NUE
NUCOR CORP
+$118.0K
8,961
+11%
增持
ORCL
ORACLE CORP
-$109.0K
13,423
+1%
增持
PAYX
PAYCHEX INC
+$107.0K
15,027
+8%
增持
TFC
TRUIST FINL CORP
-$102.0K
33,785
+2%
增持
BAB
INVESCO EXCH TRADED FD TR II
-$101.0K
58,016
+1%
增持
TGT
TARGET CORP
+$101.0K
6,614
+6%
增持
ITW
ILLINOIS TOOL WKS INC
+$98.0K
5,937
+11%
增持
XLRE
SELECT SECTOR SPDR TR
+$98.0K
10,434
+53%
增持
TXN
TEXAS INSTRS INC
+$97.0K
5,082
+13%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$97.0K
0
-100%
减持
IWB
ISHARES TR
-$87.0K
2,806
-9%
建仓
NU
NU HLDGS LTD
+$86.0K
19,500