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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 125
减持 2
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
XLB
SELECT SECTOR SPDR TR
+$34.6M
297,951
+319%
增持
MSFT
MICROSOFT CORP
+$29.7M
176,414
+100%
增持
AAPL
APPLE INC
+$29.2M
291,454
+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。
增持
AMZN
AMAZON COM INC
+$26.7M
353,222
+202%
增持
USFR
WISDOMTREE TR
+$24.0M
505,566
+1690%
增持
PANW
PALO ALTO NETWORKS INC
+$21.8M
173,034
+89%
增持
NVDA
NVIDIA CORPORATION
+$20.9M
101,534
+102%
建仓
ETR
ENTERGY CORP NEW
+$20.3M
188,348
增持
META
META PLATFORMS INC
+$19.5M
127,894
+103%
增持
AMAT
APPLIED MATLS INC
+$18.1M
243,814
+101%
增持
NOW
SERVICENOW INC
+$18.1M
66,460
+101%
增持
GOOG
ALPHABET INC
+$16.1M
169,750
+876%
增持
MA
MASTERCARD INCORPORATED
+$15.0M
79,454
+99%
增持
XLK
SELECT SECTOR SPDR TR
+$14.9M
259,735
+37%
增持
CVX
CHEVRON CORP NEW
+$14.2M
193,304
+101%
增持
JPM
JPMORGAN CHASE & CO
+$13.8M
223,334
+96%
增持
IDXX
IDEXX LABS INC
+$13.6M
46,484
+96%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$13.2M
43,320
+102%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$13.1M
242,850
增持
KMI
KINDER MORGAN INC DEL
+$13.0M
989,320
+313%
增持
SBUX
STARBUCKS CORP
+$12.8M
245,102
+91%
增持
AMGN
AMGEN INC
+$12.0M
108,868
+100%
增持
LMT
LOCKHEED MARTIN CORP
+$10.5M
44,773
+104%
增持
ECL
ECOLAB INC
+$10.0M
104,158
+109%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$9.9M
413,540
+100%
增持
WM
WASTE MGMT INC DEL
+$9.7M
115,728
+98%
建仓
EFA
ISHARES TR
+$9.4M
131,201
增持
BIL
SPDR SER TR
+$9.2M
198,407
+2563%
增持
IWN
ISHARES TR
+$9.1M
160,761
+381%
增持
ROP
ROPER TECHNOLOGIES INC
+$8.7M
37,602
+107%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$8.6M
60,668
+38%
增持
TMUS
T-MOBILE US INC
+$8.4M
118,330
+89%
增持
EXPD
EXPEDITORS INTL WASH INC
+$8.4M
143,340
+101%
增持
OZ
BELPOINTE PREP LLC
+$8.2M
190,506
+98%
增持
HD
HOME DEPOT INC
+$7.8M
56,649
+102%
清仓
KBE
SPDR SER TR
-$7.7M
0
-100%
减持
KO
COCA COLA CO
-$7.5M
63,638
-65%
增持
GLD
SPDR GOLD TR
+$7.4M
73,302
+105%
增持
—
MEDTRONIC PLC
+$7.2M
160,798
+118%
增持
IWM
ISHARES TR
+$7.2M
48,591
+3391%
建仓
ADI
ANALOG DEVICES INC
+$6.9M
34,826
增持
MCK
MCKESSON CORP
+$6.8M
40,790
+98%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$6.5M
89,948
+2298%
增持
EL
LAUDER ESTEE COS INC
+$6.3M
50,098
+105%
增持
CI
THE CIGNA GROUP
+$6.1M
77,192
+88%
增持
PM
PHILIP MORRIS INTL INC
+$6.1M
126,285
+105%
增持
MRK
MERCK & CO INC
+$6.0M
170,272
+56%
增持
SPY
SPDR S&P 500 ETF TR
+$5.5M
25,540
+99%
增持
DG
DOLLAR GEN CORP NEW
+$5.5M
63,449
+99%
增持
LNT
ALLIANT ENERGY CORP
+$5.1M
153,358
+176%
增持
MCD
MCDONALDS CORP
+$5.1M
34,092
+101%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.0M
176,880
+277%
增持
CLX
CLOROX CO DEL
+$4.9M
53,234
+110%
增持
—
EXXON MOBIL CORP
+$4.6M
65,240
+185%
增持
OEF
ISHARES TR
+$4.6M
54,837
+3238%
清仓
VCR
VANGUARD WORLD FDS
-$4.6M
0
-100%
增持
TLT
ISHARES TR
+$4.5M
37,962
+607%
建仓
—
LINDE PLC
+$4.5M
12,666
减持
D
DOMINION ENERGY INC
-$4.5M
13,738
-84%
增持
GOOGL
ALPHABET INC
+$4.4M
169,750
+13%
增持
DIS
DISNEY WALT CO
+$4.1M
66,506
+128%
建仓
—
JOHNSON CTLS INTL PLC
+$4.1M
67,768
建仓
CMCSA
COMCAST CORP NEW
+$4.1M
107,262
增持
UPS
UNITED PARCEL SERVICE INC
+$3.7M
34,618
+100%
建仓
VTR
VENTAS INC
+$3.6M
83,850
增持
HON
HONEYWELL INTL INC
+$3.5M
40,104
+106%
增持
SYF
SYNCHRONY FINANCIAL
+$3.4M
264,850
+101%
增持
PFE
PFIZER INC
+$3.3M
196,154
+113%
增持
PG
PROCTER AND GAMBLE CO
+$3.2M
40,112
+122%
增持
PEP
PEPSICO INC
+$3.2M
34,228
+103%
增持
—
ACCENTURE PLC IRELAND
+$3.2M
17,194
+163%
增持
EFV
ISHARES TR
+$3.0M
101,044
+64%
增持
XLC
SELECT SECTOR SPDR TR
+$3.0M
84,418
+19%
增持
ABBV
ABBVIE INC
+$2.6M
33,112
+103%
增持
TSLA
TESLA INC
+$2.6M
17,866
+93%
建仓
KBR
KBR INC
+$2.4M
43,790
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$2.3M
34,624
+107%
建仓
PTC
PTC INC
+$2.3M
18,020
增持
GILD
GILEAD SCIENCES INC
+$2.3M
57,496
+100%
增持
SPMD
SPDR SER TR
+$2.3M
101,010
+101%
增持
SMDV
PROSHARES TR
+$2.2M
154,902
+1771%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
21,712
+229%
增持
XLU
SELECT SECTOR SPDR TR
+$2.2M
85,535
+34%
增持
CSCO
CISCO SYS INC
+$2.2M
73,040
+110%
增持
MS
MORGAN STANLEY
+$2.1M
46,156
+106%
增持
QCOM
QUALCOMM INC
+$2.1M
22,294
+236%
增持
XLV
SELECT SECTOR SPDR TR
-$2.1M
80,288
+22%
建仓
A
AGILENT TECHNOLOGIES INC
+$2.1M
15,030
清仓
—
LINDE PLC
-$2.1M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$2.0M
175,022
+103%
增持
XLI
SELECT SECTOR SPDR TR
+$2.0M
51,680
+24%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.9M
0
-100%
增持
AGG
ISHARES TR
+$1.9M
36,971
+104%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.9M
13,916
+105%
增持
J
JACOBS SOLUTIONS INC
+$1.9M
34,926
+89%
增持
—
KELLOGG CO
+$1.9M
57,378
+106%
增持
PYPL
PAYPAL HLDGS INC
+$1.8M
37,408
+166%
增持
FTNT
FORTINET INC
+$1.8M
45,220
+90%
增持
SMH
VANECK ETF TRUST
+$1.8M
11,666
+92%
增持
WFC
WELLS FARGO CO NEW
+$1.8M
95,086
+124%
增持
BKNG
BOOKING HOLDINGS INC
+$1.8M
1,144
+86%
增持
SNPS
SYNOPSYS INC
+$1.8M
8,056
+89%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$1.8M
13,994
+89%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$1.7M
125,991
+96%
增持
ULTA
ULTA BEAUTY INC
+$1.6M
5,532
+89%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.6M
34,314
+90%
增持
CAT
CATERPILLAR INC
+$1.6M
15,148
+94%
增持
AXP
AMERICAN EXPRESS CO
+$1.6M
17,118
+104%
增持
SPEM
SPDR INDEX SHS FDS
+$1.6M
59,450
+448%
增持
NEE
NEXTERA ENERGY INC
+$1.6M
43,688
+103%
增持
PAYX
PAYCHEX INC
+$1.6M
30,966
+80%
增持
VTIP
VANGUARD MALVERN FDS
+$1.5M
64,006
+98%
增持
QQQ
INVESCO QQQ TR
+$1.5M
8,286
+98%
增持
BWA
BORGWARNER INC
+$1.5M
55,286
+89%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
9,792
+100%
增持
NUE
NUCOR CORP
+$1.4M
17,688
+79%
增持
ORCL
ORACLE CORP
+$1.4M
26,566
+100%
增持
PGR
PROGRESSIVE CORP
+$1.4M
18,296
+90%
增持
MAR
MARRIOTT INTL INC NEW
+$1.4M
15,458
+92%
增持
SPDW
SPDR INDEX SHS FDS
+$1.4M
66,373
+98%
增持
XLY
SELECT SECTOR SPDR TR
+$1.4M
40,661
+66%
增持
FE
FIRSTENERGY CORP
+$1.3M
68,386
+105%
增持
V
VISA INC
+$1.3M
10,794
+101%
建仓
ITB
ISHARES TR
+$1.3M
21,398
增持
TROW
PRICE T ROWE GROUP INC
+$1.3M
21,442
+107%
增持
BF/B
BROWN FORMAN CORP
+$1.3M
37,348
+118%
清仓
COR
AMERISOURCEBERGEN CORP
-$1.3M
0
-100%
增持
IAU
ISHARES GOLD TR
+$1.3M
48,384
+207%
增持
CTAS
CINTAS CORP
+$1.2M
5,410
+91%
增持
ADSK
AUTODESK INC
+$1.2M
10,992
+92%
清仓
QRVO
QORVO INC
-$1.2M
0
-100%
增持
LLY
LILLY ELI & CO
+$1.2M
7,726
+93%
增持
TXN
TEXAS INSTRS INC
+$1.2M
11,050
+105%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
20,906
+87%
建仓
AOS
SMITH A O CORP
+$1.1M
16,622
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
4,046
+113%
清仓
RSG
REPUBLIC SVCS INC
-$1.1M
0
-100%
增持
CTVA
CORTEVA INC
+$1.1M
37,044
+95%
清仓
MUR
MURPHY OIL CORP
-$1.1M
0
-100%
增持
ITA
ISHARES TR
+$1.1M
19,707
+194%
增持
SHY
ISHARES TR
+$1.1M
24,380
+87%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$1.1M
5,986
+91%
增持
APD
AIR PRODS & CHEMS INC
+$1.1M
9,656
+73%
建仓
NDSN
NORDSON CORP
+$1.0M
4,696
增持
LOW
LOWES COS INC
+$1.0M
6,928
+299%
增持
EMB
ISHARES TR
+$1.0M
136,275
+52%
增持
PSK
SPDR SER TR
+$1.0M
58,656
+98%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.0M
10,288
+93%
增持
HUM
HUMANA INC
+$1.0M
4,628
+92%
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$981.1K
3,758
