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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 1
减持 130
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
XLB
SELECT SECTOR SPDR TR
-$34.6M
67,705
-77%
减持
AMAT
APPLIED MATLS INC
-$28.9M
7,441
-97%
减持
MSFT
MICROSOFT CORP
-$20.5M
89,264
-49%
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。
减持
CVX
CHEVRON CORP NEW
-$20.2M
72,015
-63%
减持
AAPL
APPLE INC
-$19.8M
145,801
-50%
清仓
ROP
ROPER TECHNOLOGIES INC
-$16.6M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$16.4M
71,113
-59%
减持
NVDA
NVIDIA CORPORATION
-$16.3M
28,113
-72%
减持
NOW
SERVICENOW INC
-$16.0M
26,519
-60%
减持
GOOG
ALPHABET INC
-$15.9M
13,770
-92%
减持
JPM
JPMORGAN CHASE & CO
-$14.2M
102,246
-54%
减持
AMGN
AMGEN INC
-$14.0M
55,513
-49%
建仓
TER
TERADYNE INC
+$13.7M
123,219
减持
AMZN
AMAZON COM INC
-$13.6M
175,358
-50%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$13.5M
21,963
-49%
减持
SBUX
STARBUCKS CORP
-$13.4M
122,824
-50%
减持
MA
MASTERCARD INCORPORATED
-$13.1M
40,214
-49%
减持
USFR
WISDOMTREE TR
-$12.7M
252,384
-50%
减持
TMUS
T-MOBILE US INC
-$12.0M
37,211
-69%
减持
IDXX
IDEXX LABS INC
-$11.4M
23,519
-49%
减持
ETR
ENTERGY CORP NEW
-$11.0M
95,380
-49%
减持
LMT
LOCKHEED MARTIN CORP
-$10.9M
22,259
-50%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$10.6M
176,770
减持
META
META PLATFORMS INC
-$10.3M
58,510
-54%
减持
OZ
BELPOINTE PREP LLC
-$9.7M
95,253
-50%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$9.6M
209,736
-49%
减持
BIL
SPDR SER TR
-$9.2M
7,771
-96%
减持
IWN
ISHARES TR
-$8.9M
33,904
-79%
减持
KMI
KINDER MORGAN INC DEL
-$8.8M
495,506
-50%
减持
WM
WASTE MGMT INC DEL
-$8.7M
58,967
-49%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$8.3M
30,743
-49%
减持
MRK
MERCK & CO INC
-$8.3M
84,937
-50%
减持
HD
HOME DEPOT INC
-$7.9M
28,508
-50%
减持
DG
DOLLAR GEN CORP NEW
-$7.8M
32,728
-48%
减持
ECL
ECOLAB INC
-$7.5M
52,103
-50%
减持
EL
LAUDER ESTEE COS INC
-$7.4M
25,187
-50%
减持
IWM
ISHARES TR
-$7.2M
1,308
-97%
减持
EXPD
EXPEDITORS INTL WASH INC
-$7.0M
72,668
-49%
减持
CI
THE CIGNA GROUP
-$6.9M
45,574
-41%
减持
GLD
SPDR GOLD TR
-$6.9M
36,618
-50%
清仓
ADI
ANALOG DEVICES INC
-$6.9M
0
-100%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$6.6M
3,078
-97%
减持
XLU
SELECT SECTOR SPDR TR
-$6.1M
8,392
-90%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$6.0M
123,515
-49%
减持
PM
PHILIP MORRIS INTL INC
-$5.9M
65,820
-48%
减持
MCK
MCKESSON CORP
-$5.8M
20,482
-50%
减持
AIG
AMERICAN INTL GROUP INC
-$5.8M
133,632
-50%
减持
—
MEDTRONIC PLC
-$5.7M
82,674
-49%
减持
SPY
SPDR S&P 500 ETF TR
-$5.0M
12,369
-52%
减持
DIS
DISNEY WALT CO
-$4.6M
22,655
-66%
减持
TLT
ISHARES TR
-$4.6M
4,464
-88%
减持
—
EXXON MOBIL CORP
-$4.6M
24,124
-63%
减持
OEF
ISHARES TR
-$4.6M
1,643
-97%
减持
MCD
MCDONALDS CORP
-$4.5M
16,868
-51%
减持
PFE
PFIZER INC
-$4.2M
103,036
-47%
减持
CLX
CLOROX CO DEL
-$4.2M
26,587
-50%
减持
LNT
ALLIANT ENERGY CORP
-$4.2M
76,876
-50%
减持
EMB
ISHARES TR
-$4.0M
52,912
-61%
减持
XLF
SELECT SECTOR SPDR TR
-$4.0M
110,894
-54%
减持
ABBV
ABBVIE INC
-$3.7M
11,997
-64%
减持
PEP
PEPSICO INC
-$3.6M
14,251
-58%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.6M
88,798
-50%
减持
HON
HONEYWELL INTL INC
-$3.5M
20,237
-50%
减持
SYF
SYNCHRONY FINANCIAL
-$3.2M
132,270
-50%
减持
PG
PROCTER AND GAMBLE CO
-$3.1M
18,749
-53%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.1M
20,163
-42%
减持
XLK
SELECT SECTOR SPDR TR
+$3.0M
239,291
-8%
清仓
ULTA
ULTA BEAUTY INC
-$3.0M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$3.0M
29,051
-64%
减持
SMH
VANECK ETF TRUST
-$2.8M
1,986
-83%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$2.7M
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$2.6M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$2.6M
28,581
-50%
减持
XLC
SELECT SECTOR SPDR TR
-$2.5M
59,810
-29%
减持
XLI
SELECT SECTOR SPDR TR
-$2.5M
33,410
-35%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$2.3M
0
-100%
清仓
HUM
HUMANA INC
-$2.2M
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$2.2M
23,533
-49%
清仓
CTVA
CORTEVA INC
-$2.2M
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$2.2M
13,670
-66%
减持
SMDV
PROSHARES TR
-$2.2M
9,327
-94%
减持
—
ACCENTURE PLC IRELAND
-$2.1M
8,977
-48%
减持
SPMD
SPDR SER TR
-$2.1M
50,090
-50%
减持
KO
COCA COLA CO
-$2.1M
30,744
-52%
清仓
A
AGILENT TECHNOLOGIES INC
-$2.1M
0
-100%
减持
—
LINDE PLC
-$2.1M
6,375
-50%
减持
MS
MORGAN STANLEY
-$2.1M
23,250
-50%
减持
J
JACOBS SOLUTIONS INC
-$2.0M
17,415
-50%
减持
PAYX
PAYCHEX INC
-$2.0M
13,552
-56%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$2.0M
17,243
-50%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
8,536
-61%
减持
AGG
ISHARES TR
-$1.9M
17,990
-51%
减持
VTIP
VANGUARD MALVERN FDS
-$1.9M
24,720
-61%
减持
—
KELLOGG CO
-$1.9M
29,168
-49%
减持
WMB
WILLIAMS COS INC
-$1.9M
68,522
-50%
清仓
ITA
ISHARES TR
-$1.8M
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$1.8M
53,653
-50%
减持
CSCO
CISCO SYS INC
-$1.8M
38,810
-47%
减持
NEE
NEXTERA ENERGY INC
-$1.8M
21,544
-51%
减持
EFV
ISHARES TR
-$1.8M
82,859
-18%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$1.7M
62,061
-51%
减持
—
JOHNSON CTLS INTL PLC
-$1.7M
34,546
-49%
减持
SNPS
SYNOPSYS INC
-$1.7M
3,215
-60%
减持
BKNG
BOOKING HOLDINGS INC
-$1.7M
503
-56%
增持
SCHW
SCHWAB CHARLES CORP
+$1.6M
190,298
+9%
减持
VTR
VENTAS INC
-$1.6M
42,765
-49%
减持
CAT
CATERPILLAR INC
-$1.6M
7,651
-49%
减持
XLE
SELECT SECTOR SPDR TR
-$1.6M
25,692
-45%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$1.6M
5,813
-58%
减持
FTNT
FORTINET INC
-$1.6M
19,153
-58%
减持
SPEM
SPDR INDEX SHS FDS
-$1.6M
11,015
-81%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.5M
7,433
-47%
减持
WFC
WELLS FARGO CO NEW
-$1.5M
47,708
-50%
建仓
DECK
DECKERS OUTDOOR CORP
+$1.5M
2,819
建仓
JBL
JABIL INC
+$1.5M
13,690
建仓
USFD
US FOODS HLDG CORP
+$1.4M
31,703
减持
NUE
NUCOR CORP
-$1.4M
8,188
-54%
减持
BWA
BORGWARNER INC
-$1.4M
27,300
-51%
建仓
QRVO
QORVO INC
+$1.4M
13,410
减持
AXP
AMERICAN EXPRESS CO
-$1.3M
8,582
-50%
建仓
IQV
IQVIA HLDGS INC
+$1.3M
5,880
减持
FE
FIRSTENERGY CORP
-$1.2M
38,794
-43%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
5,328
-46%
减持
APD
AIR PRODS & CHEMS INC
-$1.2M
5,287
-45%
减持
CTAS
CINTAS CORP
-$1.2M
2,667
-51%
减持
MAR
MARRIOTT INTL INC NEW
-$1.2M
7,564
-51%
减持
QQQ
INVESCO QQQ TR
-$1.2M
4,070
-51%
减持
ADSK
AUTODESK INC
-$1.2M
5,544
-50%
减持
SHY
ISHARES TR
-$1.1M
12,733
-48%
减持
SPSM
SPDR SER TR
-$1.1M
10,471
-74%
清仓
KRE
SPDR SER TR
-$1.1M
0
-100%
减持
PTC
PTC INC
-$1.0M
8,913
-51%
减持
TROW
PRICE T ROWE GROUP INC
-$1.0M
12,328
-43%
减持
GOOGL
ALPHABET INC
+$1.0M
155,726
-8%
减持
KBR
KBR INC
-$1.0M
21,324
-51%
减持
XLP
SELECT SECTOR SPDR TR
-$1.0M
24,921
-38%
减持
PSK
SPDR SER TR
-$1.0M
29,191
-50%
减持
BF/B
BROWN FORMAN CORP
-$1.0M
20,805
-44%
减持
TSLA
TESLA INC
-$1.0M
10,325
-42%
减持
QCOM
QUALCOMM INC
-$996.0K
15,526
-30%
清仓
—
BLACKROCK ETF TRUST
-$991.1K
0
-100%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$964.7K
3,201
-47%
减持
COST
COSTCO WHSL CORP NEW
-$928.4K
2,010
-50%
减持
ORCL
ORACLE CORP
-$886.6K
13,283
-50%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$873.2K
9,070
-48%
减持
MMM
3M CO
-$838.0K
3,291
-70%
减持
SPGI
S&P GLOBAL INC
-$798.7K
1,938
-58%
减持
FLOT
ISHARES TR
-$784.6K
10,000
-53%
减持
EFG
ISHARES TR
-$765.7K
11,518
-37%
减持
SPDW
SPDR INDEX SHS FDS
-$761.9K
49,101
-26%
