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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 22
增持 65
减持 45
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
ETR
ENTERGY CORP NEW
+$10.0M
134,921
+246%
增持
BAC
BANK AMERICA CORP
+$8.5M
327,149
+252%
增持
USFR
WISDOMTREE TR
+$7.7M
311,420
+98%
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
XLF
SELECT SECTOR SPDR TR
+$6.1M
255,342
+145%
建仓
IHI
ISHARES TR
+$5.8M
107,508
减持
XLK
SELECT SECTOR SPDR TR
+$5.2M
205,725
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$5.2M
120,819
+135%
增持
AAPL
APPLE INC
+$5.0M
156,036
+7%
减持
MSFT
MICROSOFT CORP
+$5.0M
88,701
-1%
减持
AMGN
AMGEN INC
-$4.5M
35,726
-35%
增持
NOW
SERVICENOW INC
+$4.0M
26,591
+0%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$3.9M
45,259
+1397%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$3.7M
274,313
+33%
清仓
DG
DOLLAR GEN CORP NEW
-$3.7M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$3.6M
67,574
-3%
减持
AMZN
AMAZON COM INC
+$3.5M
165,125
-3%
减持
XLU
SELECT SECTOR SPDR TR
-$3.5M
34,255
-64%
减持
BDX
BECTON DICKINSON & CO
-$3.5M
2,180
-86%
清仓
RTX
RTX CORPORATION
-$3.0M
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$3.0M
78,305
+90%
增持
IDXX
IDEXX LABS INC
+$3.0M
23,652
+2%
增持
META
META PLATFORMS INC
+$2.7M
48,311
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$2.7M
188,373
+1%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
29,905
+6%
减持
ADBE
ADOBE INC
+$2.3M
30,025
-2%
增持
CLX
CLOROX CO DEL
+$2.2M
31,892
+76%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.1M
14,226
-83%
增持
EL
LAUDER ESTEE COS INC
+$2.1M
27,099
+112%
减持
JPM
JPMORGAN CHASE & CO
+$2.1M
96,598
-3%
清仓
—
PROSHARES TR
-$2.0M
0
-100%
增持
SBUX
STARBUCKS CORP
+$1.9M
136,852
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$1.9M
34,466
+212%
建仓
KKR
KKR & CO INC
+$1.8M
22,074
减持
EFV
ISHARES TR
-$1.8M
36,653
-52%
增持
SPYM
SPDR SER TR
+$1.7M
206,419
+6%
减持
ECL
ECOLAB INC
+$1.7M
61,936
-0%
增持
WM
WASTE MGMT INC DEL
+$1.7M
60,246
+1%
清仓
MS
MORGAN STANLEY
-$1.7M
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$1.7M
22,217
+1%
减持
GLD
SPDR GOLD TR
+$1.6M
81,631
-0%
清仓
—
KELLANOVA
-$1.6M
0
-100%
建仓
DT
DYNATRACE INC
+$1.6M
28,443
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.5M
186,805
+4%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.5M
9,488
建仓
—
SKECHERS U S A INC
+$1.5M
23,991
建仓
WDAY
WORKDAY INC
+$1.5M
5,403
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$1.5M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.4M
155,910
+0%
增持
—
JOHNSON CTLS INTL PLC
+$1.4M
28,116
+636%
清仓
PR
PERMIAN RESOURCES CORP
-$1.4M
0
-100%
增持
HD
HOME DEPOT INC
+$1.4M
28,808
+1%
清仓
KBR
KBR INC
-$1.3M
0
-100%
减持
DECK
DECKERS OUTDOOR CORP
-$1.3M
338
-89%
增持
TER
TERADYNE INC
+$1.3M
127,174
+2%
减持
TXN
TEXAS INSTRS INC
-$1.2M
6,458
-55%
增持
MRK
MERCK & CO INC
+$1.2M
93,500
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
22,994
+1%
减持
—
ACCENTURE PLC IRELAND
-$1.1M
3,173
-57%
增持
CVX
CHEVRON CORP NEW
-$1.1M
74,111
+3%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
34,369
-14%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.1M
23,283
+5%
增持
AGG
ISHARES TR
+$1.1M
28,388
+55%
增持
O
REALTY INCOME CORP
+$1.1M
82,429
+12%
增持
TMUS
T-MOBILE US INC
+$1.0M
47,300
+1%
减持
SYF
SYNCHRONY FINANCIAL
+$997.5K
131,437
-0%
建仓
ARKF
ARK ETF TR
+$945.3K
34,274
减持
XOP
SPDR SER TR
-$880.9K
45,330
-5%
减持
PYPL
PAYPAL HLDGS INC
-$863.8K
28,303
-36%
建仓
XME
SPDR SER TR
+$854.0K
14,274
减持
AIG
AMERICAN INTL GROUP INC
+$826.5K
129,423
-1%
增持
XLI
SELECT SECTOR SPDR TR
+$824.6K
28,434
+19%
增持
CI
THE CIGNA GROUP
+$818.9K
45,544
+2%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$807.9K
128,443
+3%
建仓
AMLP
ALPS ETF TR
+$801.5K
18,850
建仓
IGV
ISHARES TR
+$779.2K
1,921
增持
—
EXXON MOBIL CORP
+$772.1K
56,143
+36%
减持
—
MEDTRONIC PLC
-$755.7K
71,914
-16%
增持
IWM
ISHARES TR
+$749.0K
4,958
+256%
减持
XLY
SELECT SECTOR SPDR TR
-$734.7K
11,675
-33%
减持
PFE
PFIZER INC
-$732.2K
48,405
-24%
增持
OZ
BELPOINTE PREP LLC
-$731.4K
97,717
+1%
清仓
ITB
ISHARES TR
-$707.7K
0
-100%
增持
QCOM
QUALCOMM INC
+$636.6K
16,789
+4%
减持
EFA
ISHARES TR
+$628.1K
134,503
-2%
清仓
OIH
VANECK ETF TRUST
-$619.7K
0
-100%
清仓
MOS
MOSAIC CO NEW
-$560.1K
0
-100%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$538.8K
79,667
+26%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$533.3K
10,453
减持
MCK
MCKESSON CORP
+$505.0K
20,130
-1%
减持
DIS
DISNEY WALT CO
+$504.6K
56,070
-0%
清仓
—
ACTIVISION BLIZZARD INC
-$501.2K
0
-100%
增持
AGZ
ISHARES TR
+$495.8K
10,459
+73%
减持
IVE
ISHARES TR
+$456.4K
41,300
-6%
减持
TROW
PRICE T ROWE GROUP INC
-$447.3K
8,255
-35%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$443.5K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$435.0K
9,443
+6%
增持
V
VISA INC
+$407.6K
11,511
+2%
增持
ITW
ILLINOIS TOOL WKS INC
+$403.3K
8,162
+8%
减持
IEF
ISHARES TR
-$396.8K
14,338
-26%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$395.2K
2,416
增持
PM
PHILIP MORRIS INTL INC
+$374.8K
71,498
+4%
清仓
NFLX
NETFLIX INC
-$371.2K
0
-100%
清仓
EMB
ISHARES TR
-$371.0K
0
-100%
减持
XLB
SELECT SECTOR SPDR TR
+$361.3K
65,688
-2%
增持
COST
COSTCO WHSL CORP NEW
+$350.9K
2,079
+15%
增持
ABBV
ABBVIE INC
+$346.3K
13,919
+15%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$317.0K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$314.2K
2,102
减持
CTAS
CINTAS CORP
+$313.9K
2,738
-1%
增持
ENPH
ENPHASE ENERGY INC
+$311.9K
6,205
+47%
减持
SPSM
SPDR SER TR
-$310.4K
10,251
-49%
增持
LOW
LOWES COS INC
+$306.2K
6,669
+18%
增持
FE
FIRSTENERGY CORP
+$302.3K
40,106
+17%
减持
CRM
SALESFORCE INC
+$300.2K
7,301
-9%
减持
SNPS
SYNOPSYS INC
-$299.4K
2,927
-26%
减持
WFC
WELLS FARGO CO NEW
+$290.9K
42,172
-3%
减持
PTC
PTC INC
+$290.3K
9,299
-1%
减持
JBL
JABIL INC
-$288.2K
10,283
-18%
减持
MCD
MCDONALDS CORP
+$285.4K
9,420
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$285.2K
29,778
+2%
减持
J
JACOBS SOLUTIONS INC
-$284.2K
29,946
-2%
清仓
UBER
UBER TECHNOLOGIES INC
-$282.4K
0
-100%
减持
SHY
ISHARES TR
-$280.1K
9,530
-27%
减持
SPDW
SPDR INDEX SHS FDS
-$264.5K
36,603
-25%
增持
QQQ
INVESCO QQQ TR
+$264.4K
4,158
+4%
建仓
SMH
VANECK ETF TRUST
+$263.4K
1,506
建仓
COF
CAPITAL ONE FINL CORP
+$262.4K
2,001
增持
PG
PROCTER AND GAMBLE CO
+$260.4K
20,674
+9%
增持
GD
GENERAL DYNAMICS CORP
+$253.6K
3,218
+22%
增持
BA
BOEING CO
+$250.4K
3,525
+1%
建仓
—
ETF MANAGERS TR
+$243.6K
5,249
增持
TLT
ISHARES TR
+$243.2K
6,771
+41%
增持
CVS
CVS HEALTH CORP
+$239.1K
9,506
+30%
清仓
—
ARISTA NETWORKS INC
-$239.1K
0
-100%
增持
FIS
FIDELITY NATL INFORMATION SV
+$237.3K
13,066
+32%
减持
QRVO
QORVO INC
+$237.0K
14,047
-0%
增持
SMDV
PROSHARES TR
+$235.2K
11,900
+25%
增持
DDOG
DATADOG INC
+$234.9K
7,186
+3%
建仓
—
MANAGED PORTFOLIO SERIES
+$228.8K
8,820
建仓
JMBS
JANUS DETROIT STR TR
+$228.6K
4,977
增持
ADSK
AUTODESK INC
+$228.4K
6,047
+1%
建仓
IVV
ISHARES TR
+$227.5K
476
建仓
IJR
ISHARES TR
+$226.6K
2,093
减持
TSLA
TESLA INC
-$226.0K
9,791
-8%
增持
SPGI
S&P GLOBAL INC
+$221.2K
2,123
+9%
建仓
USHY
ISHARES TR
+$215.6K
5,931
建仓
WY
WEYERHAEUSER CO MTN BE
+$214.2K
6,160
增持
AOS
SMITH A O CORP
+$211.4K
10,004
+8%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$210.8K
6,023
-1%
增持
PAYX
PAYCHEX INC
+$208.8K
15,085
+10%
