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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 31
增持 67
减持 42
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
IGV
ISHARES TR
-$12.9M
2,988
-95%
减持
AMZN
AMAZON COM INC
-$11.8M
116,799
-39%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$10.2M
43,982
+163%
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
MRK
MERCK & CO INC
+$9.4M
109,005
+254%
增持
LMT
LOCKHEED MARTIN CORP
+$8.4M
21,917
+272%
清仓
AMT
AMERICAN TOWER CORP NEW
-$8.3M
0
-100%
增持
NOW
SERVICENOW INC
+$8.3M
33,021
+176%
减持
GLD
SPDR GOLD TR
-$4.8M
35,688
-49%
建仓
VCR
VANGUARD WORLD FDS
+$4.6M
21,033
减持
XLY
SELECT SECTOR SPDR TR
-$4.6M
24,422
-55%
增持
XLV
SELECT SECTOR SPDR TR
+$4.4M
65,586
+76%
减持
XLC
SELECT SECTOR SPDR TR
-$3.7M
71,228
-52%
减持
D
DOMINION ENERGY INC
-$3.6M
85,655
-33%
增持
JPM
JPMORGAN CHASE & CO
+$3.6M
114,125
+2%
增持
CVX
CHEVRON CORP NEW
+$3.5M
96,340
+1%
清仓
EIX
EDISON INTL
-$3.2M
0
-100%
增持
CLX
CLOROX CO DEL
+$3.1M
25,293
+696%
建仓
LNT
ALLIANT ENERGY CORP
+$3.1M
55,614
增持
META
META PLATFORMS INC
+$2.8M
62,910
+81%
减持
AIG
AMERICAN INTL GROUP INC
+$2.8M
214,007
-5%
增持
XLU
SELECT SECTOR SPDR TR
+$2.7M
64,071
+131%
减持
—
MEDTRONIC PLC
-$2.6M
73,789
-29%
减持
PANW
PALO ALTO NETWORKS INC
-$2.6M
91,579
-2%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$2.5M
85,492
+43%
增持
MCD
MCDONALDS CORP
+$2.2M
16,937
+72%
增持
AMAT
APPLIED MATLS INC
+$2.0M
121,408
+1%
减持
IDXX
IDEXX LABS INC
+$1.9M
23,739
-0%
减持
SBUX
STARBUCKS CORP
+$1.8M
128,274
-1%
建仓
NEE
NEXTERA ENERGY INC
+$1.8M
21,544
增持
HON
HONEYWELL INTL INC
+$1.7M
19,461
+33%
减持
AMGN
AMGEN INC
+$1.7M
54,468
-3%
减持
MA
MASTERCARD INCORPORATED
+$1.5M
39,951
-8%
增持
XLRE
SELECT SECTOR SPDR TR
+$1.5M
51,981
+398%
建仓
VTIP
VANGUARD MALVERN FDS
+$1.5M
32,382
增持
KO
COCA COLA CO
+$1.5M
179,675
+1%
清仓
TFC
TRUIST FINL CORP
-$1.5M
0
-100%
清仓
VTR
VENTAS INC
-$1.4M
0
-100%
减持
CI
CIGNA CORP NEW
+$1.4M
40,973
-7%
减持
DIS
DISNEY WALT CO
-$1.4M
29,161
-29%
增持
TSLA
TESLA INC
-$1.3M
9,263
+3%
增持
LLY
LILLY ELI & CO
+$1.2M
4,012
+491%
减持
OZ
BELPOINTE PREP LLC
+$1.2M
96,251
-3%
建仓
SMH
VANECK ETF TRUST
+$1.2M
6,084
增持
XLE
SELECT SECTOR SPDR TR
+$1.2M
50,046
+14%
建仓
QRVO
QORVO INC
+$1.2M
13,423
清仓
KLAC
KLA CORP
-$1.2M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$1.2M
216,190
-23%
增持
EXPD
EXPEDITORS INTL WASH INC
+$1.1M
71,418
+0%
建仓
CTVA
CORTEVA INC
+$1.1M
19,020
建仓
MUR
MURPHY OIL CORP
+$1.1M
25,911
建仓
ADSK
AUTODESK INC
+$1.1M
5,719
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$1.1M
3,141
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.0M
21,440
+1%
增持
IVE
ISHARES TR
+$998.7K
46,955
+4%
增持
PFE
PFIZER INC
+$991.9K
92,288
+8%
增持
SPYM
SPDR SER TR
+$990.4K
191,628
+5%
清仓
TGT
TARGET CORP
-$981.0K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$960.0K
0
-100%
增持
XLB
SELECT SECTOR SPDR TR
+$953.6K
71,133
+6%
减持
ECL
ECOLAB INC
-$950.1K
49,759
-12%
清仓
TENB
TENABLE HLDGS INC
-$938.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$921.8K
47,125
+1%
减持
BIL
SPDR SER TR
-$911.6K
7,450
-57%
建仓
IBB
ISHARES TR
+$909.4K
6,927
增持
EL
LAUDER ESTEE COS INC
+$894.5K
24,386
+2%
增持
AAPL
APPLE INC
-$869.2K
145,523
+2%
建仓
XME
SPDR SER TR
+$868.2K
17,431
减持
SCHW
SCHWAB CHARLES CORP
+$834.3K
86,155
-2%
增持
GOOGL
ALPHABET INC
-$831.1K
150,231
+2%
增持
MSFT
MICROSOFT CORP
+$817.3K
88,388
+1%
建仓
ITA
ISHARES TR
+$748.7K
6,693
减持
PYPL
PAYPAL HLDGS INC
-$738.0K
14,041
-30%
建仓
FEZ
SPDR INDEX SHS FDS
+$736.7K
19,037
建仓
BDX
BECTON DICKINSON & CO
+$699.8K
2,752
增持
GILD
GILEAD SCIENCES INC
+$698.2K
28,704
+0%
增持
BF/B
BROWN FORMAN CORP
+$671.6K
17,138
+152%
增持
SPDW
SPDR INDEX SHS FDS
+$668.0K
33,582
+164%
增持
UPS
UNITED PARCEL SERVICE INC
+$662.4K
17,329
+19%
增持
SPY
SPDR S&P 500 ETF TR
+$651.8K
12,859
+8%
增持
—
EXXON MOBIL CORP
+$639.3K
22,904
+6%
增持
IWN
ISHARES TR
+$624.9K
33,417
+7%
减持
HD
HOME DEPOT INC
+$616.9K
28,107
-6%
增持
EFV
ISHARES TR
+$598.9K
61,592
+7%
增持
ABBV
ABBVIE INC
+$594.5K
16,320
+7%
增持
COST
COSTCO WHSL CORP NEW
+$592.7K
1,896
+228%
减持
WMB
WILLIAMS COS INC
+$575.8K
144,157
-1%
减持
MCK
MCKESSON CORP
+$572.4K
20,568
-2%
减持
SYF
SYNCHRONY FINANCIAL
+$554.9K
131,828
-2%
增持
APD
AIR PRODS & CHEMS INC
+$539.9K
5,573
+10%
减持
ROP
ROPER TECHNOLOGIES INC
+$537.0K
18,209
-11%
建仓
BALL
BALL CORP
+$521.0K
10,187
建仓
FLOT
ISHARES TR
+$516.5K
10,263
增持
PG
PROCTER AND GAMBLE CO
+$509.9K
18,032
+2%
建仓
SMDV
PROSHARES TR
+$508.0K
8,278
增持
QCOM
QUALCOMM INC
+$495.7K
6,637
+220%
建仓
—
ETF MANAGERS TR
+$479.7K
12,219
减持
NVDA
NVIDIA CORPORATION
+$472.8K
50,163
-11%
建仓
BND
VANGUARD BD INDEX FDS
+$462.7K
6,441
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$461.5K
16,694
+5%
减持
EMB
ISHARES TR
+$444.7K
89,700
-0%
增持
SPSM
SPDR SER TR
+$428.8K
28,694
+55%
减持
XLP
SELECT SECTOR SPDR TR
-$420.7K
25,369
-27%
增持
ITW
ILLINOIS TOOL WKS INC
+$418.9K
6,772
+14%
减持
CAT
CATERPILLAR INC
+$408.0K
7,810
-12%
增持
—
LINDE PLC
+$404.2K
6,289
+3%
减持
GOOG
ALPHABET INC
-$381.1K
17,389
-13%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$376.1K
206,395
+3%
减持
XLI
SELECT SECTOR SPDR TR
+$374.0K
41,544
-7%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$369.7K
23,637
-44%
增持
KRE
SPDR SER TR
+$367.4K
17,559
+56%
增持
SPGI
S&P GLOBAL INC
+$364.6K
2,453
+64%
减持
MET
METLIFE INC
-$358.0K
14,771
-37%
建仓
LOW
LOWES COS INC
+$345.9K
1,736
增持
NUE
NUCOR CORP
+$345.6K
9,897
+10%
增持
FE
FIRSTENERGY CORP
+$330.9K
33,379
+16%
清仓
IYR
ISHARES TR
-$329.0K
0
-100%
增持
PEP
PEPSICO INC
+$322.2K
16,834
+1%
增持
PAYX
PAYCHEX INC
+$301.1K
17,195
+14%
增持
SPMD
SPDR SER TR
+$301.0K
50,377
+6%
减持
WM
WASTE MGMT INC DEL
-$296.1K
58,528
-1%
增持
MS
MORGAN STANLEY
+$292.4K
22,423
+10%
清仓
LIT
GLOBAL X FDS
-$284.0K
0
-100%
减持
INTC
INTEL CORP
-$281.8K
8,484
-57%
建仓
VOX
VANGUARD WORLD FDS
+$278.7K
3,389
增持
V
VISA INC
+$272.2K
5,372
+13%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$270.7K
3,390
建仓
IHI
ISHARES TR
+$269.6K
5,129
增持
AGZ
ISHARES TR
+$269.0K
6,116
+71%
减持
ORCL
ORACLE CORP
+$265.8K
13,283
-1%
减持
STIP
ISHARES TR
-$256.6K
6,749
-29%
增持
BKNG
BOOKING HOLDINGS INC
+$245.4K
615
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$245.4K
11,189
-0%
增持
BA
BOEING CO
+$240.3K
3,209
+5%
建仓
ALB
ALBEMARLE CORP
+$239.2K
1,103
增持
WMT
WALMART INC
+$233.9K
8,949
+12%
建仓
VTV
VANGUARD INDEX FDS
+$222.6K
1,586
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$222.4K
2,933
建仓
DE
DEERE & CO
+$221.7K
517
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$204.1K
7,407
-13%
建仓
MO
ALTRIA GROUP INC
+$201.1K
4,399
建仓
DVY
ISHARES TR
+$200.8K
1,665
建仓
VGT
VANGUARD WORLD FDS
+$200.3K
627
增持
TLT
ISHARES TR
+$197.4K
5,367
+63%
增持
TPR
TAPESTRY INC
+$196.2K
15,999
+10%
增持
EMR
EMERSON ELEC CO
+$195.3K
6,519
+11%
增持
CTAS
CINTAS CORP
+$192.0K
2,834
+1%
增持
AXP
AMERICAN EXPRESS CO
+$189.8K
8,411
+8%
减持
CSCO
CISCO SYS INC
+$185.9K
34,802
-5%
减持
USFR
WISDOMTREE TR
-$181.5K
28,237
-11%
增持
—
KELLOGG CO
+$181.1K
27,824
+8%
