小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 17
增持 55
减持 61
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
EXPD
EXPEDITORS INTL WASH INC
-$8.8M
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$8.5M
21,894
增持
GLD
SPDR GOLD TR
+$7.5M
81,716
+123%
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
XLK
SELECT SECTOR SPDR TR
-$7.2M
209,753
-12%
建仓
XOP
SPDR SER TR
+$7.1M
47,914
减持
ETR
ENTERGY CORP NEW
-$5.7M
39,036
-59%
增持
XLU
SELECT SECTOR SPDR TR
+$5.1M
96,322
+1048%
减持
USFR
WISDOMTREE TR
-$4.8M
157,036
-38%
减持
EMB
ISHARES TR
-$4.2M
4,496
-92%
增持
BDX
BECTON DICKINSON & CO
+$3.4M
15,516
+613%
增持
AAPL
APPLE INC
-$3.2M
146,241
+0%
增持
O
REALTY INCOME CORP
+$3.2M
73,645
+776%
减持
EL
LAUDER ESTEE COS INC
-$3.1M
12,783
-49%
减持
IWN
ISHARES TR
-$2.8M
14,197
-58%
建仓
BAC
BANK AMERICA CORP
+$2.5M
92,977
增持
DIS
DISNEY WALT CO
+$2.5M
56,237
+148%
减持
MCD
MCDONALDS CORP
-$2.5M
9,519
-44%
减持
AMGN
AMGEN INC
+$2.4M
54,969
-1%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$2.4M
58,551
-33%
减持
META
META PLATFORMS INC
-$2.4M
47,925
-18%
增持
—
EXXON MOBIL CORP
+$2.3M
41,172
+71%
减持
—
JOHNSON CTLS INTL PLC
-$2.2M
3,819
-89%
增持
J
JACOBS SOLUTIONS INC
+$2.1M
30,558
+75%
增持
MSFT
MICROSOFT CORP
-$2.0M
89,941
+1%
增持
DG
DOLLAR GEN CORP NEW
-$1.9M
34,615
+6%
减持
CLX
CLOROX CO DEL
-$1.8M
18,166
-32%
减持
PANW
PALO ALTO NETWORKS INC
-$1.8M
69,754
-2%
减持
GOOGL
ALPHABET INC
+$1.7M
155,543
-0%
增持
XLP
SELECT SECTOR SPDR TR
+$1.7M
51,313
+106%
减持
IDXX
IDEXX LABS INC
-$1.7M
23,208
-1%
减持
PFE
PFIZER INC
-$1.7M
64,086
-38%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.5M
8,176
-66%
增持
GILD
GILEAD SCIENCES INC
+$1.5M
49,101
+72%
增持
TMUS
T-MOBILE US INC
+$1.4M
47,007
+26%
建仓
PR
PERMIAN RESOURCES CORP
+$1.4M
99,874
清仓
BWA
BORGWARNER INC
-$1.3M
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$1.3M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.3M
169,461
-3%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$1.3M
1,433
建仓
ZTS
ZOETIS INC
+$1.3M
7,433
增持
CRM
SALESFORCE INC
+$1.2M
7,994
+353%
增持
TER
TERADYNE INC
-$1.2M
124,765
+1%
减持
XLC
SELECT SECTOR SPDR TR
-$1.2M
41,306
-31%
减持
CAT
CATERPILLAR INC
-$1.2M
2,562
-67%
清仓
VTIP
VANGUARD MALVERN FDS
-$1.2M
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$1.2M
23,837
-29%
增持
WM
WASTE MGMT INC DEL
-$1.2M
59,420
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$1.1M
11,035
-57%
增持
LMT
LOCKHEED MARTIN CORP
-$977.4K
22,668
+2%
减持
SBUX
STARBUCKS CORP
-$962.6K
122,760
-0%
增持
CVX
CHEVRON CORP NEW
+$852.4K
72,257
+0%
增持
MRVL
MARVELL TECHNOLOGY INC
-$828.5K
179,916
+2%
增持
ECL
ECOLAB INC
+$816.4K
62,240
+19%
减持
UPS
UNITED PARCEL SERVICE INC
-$813.7K
17,967
-11%
清仓
FEZ
SPDR INDEX SHS FDS
-$813.6K
0
-100%
减持
IVE
ISHARES TR
-$806.5K
43,716
-6%
增持
MRK
MERCK & CO INC
-$797.4K
87,455
+3%
减持
IAU
ISHARES GOLD TR
-$773.4K
25,858
-44%
增持
RTX
RTX CORPORATION
+$732.3K
42,208
+79%
减持
BF/B
BROWN FORMAN CORP
-$699.2K
11,964
-42%
清仓
—
MANAGED PORTFOLIO SERIES
-$698.1K
0
-100%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$653.1K
16,552
-4%
建仓
CPRT
COPART INC
+$652.1K
15,133
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$622.0K
206,115
-2%
建仓
OIH
VANECK ETF TRUST
+$619.7K
1,796
减持
VZ
VERIZON COMMUNICATIONS INC
-$616.1K
82,885
-7%
建仓
KDP
KEURIG DR PEPPER INC
+$609.5K
19,307
增持
—
MEDTRONIC PLC
-$603.6K
85,247
+3%
减持
ADBE
ADOBE INC
+$585.2K
30,630
-0%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$552.9K
7,981
减持
HON
HONEYWELL INTL INC
-$550.5K
19,750
-2%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$547.6K
9,907
减持
SPY
SPDR S&P 500 ETF TR
-$526.5K
11,594
-6%
减持
—
ACCENTURE PLC IRELAND
-$525.4K
7,309
-19%
减持
SCHW
SCHWAB CHARLES CORP
-$505.4K
187,262
-2%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$503.0K
124,489
+1%
增持
CMCSA
COMCAST CORP NEW
+$502.9K
61,619
+15%
增持
WMB
WILLIAMS COS INC
+$501.2K
81,244
+19%
增持
XLY
SELECT SECTOR SPDR TR
+$501.0K
17,532
+28%
减持
JPM
JPMORGAN CHASE & CO
-$500.2K
99,094
-3%
清仓
BALL
BALL CORP
-$487.1K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
-$474.3K
486,026
-2%
减持
SYF
SYNCHRONY FINANCIAL
-$464.5K
131,569
-1%
减持
SPMD
SPDR SER TR
-$439.1K
42,465
-15%
清仓
ROL
ROLLINS INC
-$433.7K
0
-100%
增持
SNPS
SYNOPSYS INC
+$406.7K
3,936
+22%
减持
LNT
ALLIANT ENERGY CORP
-$402.4K
74,965
-2%
减持
NEE
NEXTERA ENERGY INC
-$401.5K
20,894
-3%
减持
—
KELLANOVA
-$382.0K
26,617
-9%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$376.2K
3,121
+166%
增持
EFA
ISHARES TR
-$373.1K
137,939
+1%
减持
VTR
VENTAS INC
-$361.1K
39,412
-8%
减持
EFV
ISHARES TR
-$354.8K
75,626
-9%
减持
XLB
SELECT SECTOR SPDR TR
-$353.1K
66,933
-1%
减持
PEP
PEPSICO INC
-$349.7K
13,515
-5%
减持
T
AT&T INC
-$342.8K
13,144
-61%
减持
FE
FIRSTENERGY CORP
-$340.4K
34,170
-12%
增持
LOW
LOWES COS INC
+$340.3K
5,668
+53%
增持
SPSM
SPDR SER TR
+$336.1K
20,131
+92%
清仓
—
VMWARE INC
-$326.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$325.5K
28,088
-0%
建仓
XLRE
SELECT SECTOR SPDR TR
+$314.3K
9,224
增持
SPYM
SPDR SER TR
-$311.8K
194,848
+0%
清仓
SMH
VANECK ETF TRUST
-$302.4K
0
-100%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$293.0K
3,340
+4%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$286.5K
2,786
减持
XLF
SELECT SECTOR SPDR TR
-$285.0K
104,107
-6%
增持
GOOG
ALPHABET INC
+$271.7K
14,695
+7%
减持
MS
MORGAN STANLEY
-$265.7K
21,059
-9%
减持
AIG
AMERICAN INTL GROUP INC
+$252.7K
131,055
-2%
减持
WFC
WELLS FARGO CO NEW
-$251.4K
43,681
-8%
减持
HD
HOME DEPOT INC
-$251.3K
28,476
-0%
建仓
—
ARISTA NETWORKS INC
+$239.1K
1,300
增持
FTNT
FORTINET INC
-$227.2K
20,801
+9%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$224.5K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$223.3K
0
-100%
建仓
ARKQ
ARK ETF TR
+$223.1K
4,252
增持
CVS
CVS HEALTH CORP
+$219.9K
7,325
+74%
清仓
COF
CAPITAL ONE FINL CORP
-$218.8K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$215.6K
0
-100%
减持
VV
VANGUARD INDEX FDS
-$214.4K
3,235
-23%
清仓
VTV
VANGUARD INDEX FDS
-$211.6K
0
-100%
清仓
DE
DEERE & CO
-$209.5K
0
-100%
增持
MMM
3M CO
+$207.8K
5,738
+74%
建仓
TJX
TJX COS INC NEW
+$206.0K
2,318
建仓
XBI
SPDR SER TR
+$204.1K
2,796
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$196.8K
22,250
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$196.0K
504
+0%
增持
ABBV
ABBVIE INC
+$194.3K
12,147
+1%
减持
ITB
ISHARES TR
-$188.9K
9,016
-14%
清仓
VLY
VALLEY NATL BANCORP
-$176.8K
0
-100%
增持
TXN
TEXAS INSTRS INC
-$175.8K
14,452
+5%
增持
ORCL
ORACLE CORP
-$173.9K
13,293
+0%
增持
PYPL
PAYPAL HLDGS INC
-$168.0K
44,507
+7%
增持
AXP
AMERICAN EXPRESS CO
-$161.0K
8,941
+4%
减持
—
LINDE PLC
-$155.5K
6,107
-4%
减持
JNJ
JOHNSON & JOHNSON
-$140.0K
8,172
-4%
增持
AVGO
BROADCOM INC
+$135.9K
972
+26%
增持
WMT
WALMART INC
+$130.5K
7,625
+10%
增持
—
CHUBB LIMITED
+$128.5K
3,464
+13%
增持
ITW
ILLINOIS TOOL WKS INC
-$124.8K
7,532
+1%
增持
MDLZ
MONDELEZ INTL INC
+$121.6K
15,343
+19%
增持
ENPH
ENPHASE ENERGY INC
-$121.4K
4,228
+13%
减持
JBL
JABIL INC
+$120.7K
12,596
-8%
增持
MAR
MARRIOTT INTL INC NEW
+$115.6K
7,657
+1%
减持
LLY
ELI LILLY & CO
+$114.0K
5,114
-9%
增持
ADSK
AUTODESK INC
+$109.6K
6,012
+8%
减持
HUMA
HUMACYTE INC
-$104.8K
143,808
-22%
增持
GPC
GENUINE PARTS CO
+$96.6K
4,139
+40%
增持
EMR
EMERSON ELEC CO
+$89.9K
7,498
+7%
