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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 16
增持 77
减持 40
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SPSM
SPDR SER TR
+$17.9M
426,017
+4056%
增持
USFR
WISDOMTREE TR
+$17.6M
661,599
+112%
增持
EW
EDWARDS LIFESCIENCES CORP
+$13.7M
150,510
+1550%
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
SNPS
SYNOPSYS INC
+$12.1M
23,869
+715%
减持
IDXX
IDEXX LABS INC
-$11.8M
2,400
-90%
减持
NVDA
NVIDIA CORPORATION
+$11.6M
29,229
-2%
增持
CL
COLGATE PALMOLIVE CO
+$8.2M
101,717
+744%
减持
PANW
PALO ALTO NETWORKS INC
-$7.8M
42,829
-37%
清仓
IHI
ISHARES TR
-$5.8M
0
-100%
减持
ADBE
ADOBE INC
-$5.8M
24,048
-20%
减持
META
META PLATFORMS INC
+$4.7M
44,974
-7%
建仓
RTX
RTX CORPORATION
+$4.3M
44,483
增持
BDX
BECTON DICKINSON & CO
+$4.2M
19,289
+785%
减持
AMZN
AMAZON COM INC
+$4.2M
162,297
-2%
减持
AAPL
APPLE INC
-$4.1M
151,370
-3%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$4.0M
2,073
-95%
减持
MSFT
MICROSOFT CORP
+$3.7M
88,084
-1%
减持
NOW
SERVICENOW INC
-$3.5M
19,995
-25%
减持
XLC
SELECT SECTOR SPDR TR
-$3.5M
27,029
-65%
增持
CI
THE CIGNA GROUP
+$3.2M
46,296
+2%
减持
EL
LAUDER ESTEE COS INC
-$3.0M
6,225
-77%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$2.8M
217,374
-21%
增持
BAC
BANK AMERICA CORP
+$2.5M
357,425
+9%
减持
JPM
JPMORGAN CHASE & CO
+$2.5M
94,496
-2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.4M
193,174
+3%
增持
PH
PARKER-HANNIFIN CORP
+$2.4M
22,708
+2%
增持
—
MEDTRONIC PLC
+$2.4M
95,105
+32%
增持
MA
MASTERCARD INCORPORATED
+$2.4M
35,320
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$2.3M
172,438
-32%
减持
XLK
SELECT SECTOR SPDR TR
+$2.3M
201,310
-2%
增持
ECL
ECOLAB INC
+$2.2M
62,846
+1%
增持
WM
WASTE MGMT INC DEL
+$2.2M
60,865
+1%
增持
IWN
ISHARES TR
+$2.1M
25,746
+103%
增持
GOOGL
ALPHABET INC
+$2.1M
157,976
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.0M
59,339
+317%
增持
DIS
DISNEY WALT CO
+$1.9M
56,673
+1%
增持
CVX
CHEVRON CORP NEW
+$1.9M
81,834
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.8M
24,433
+5%
减持
OZ
BELPOINTE PREP LLC
-$1.8M
94,250
-4%
减持
MRK
MERCK & CO INC
+$1.7M
90,318
-3%
增持
NKE
NIKE INC
+$1.7M
27,782
+237%
建仓
CAH
CARDINAL HEALTH INC
+$1.6M
14,384
减持
XLP
SELECT SECTOR SPDR TR
-$1.6M
92,994
-23%
减持
XLU
SELECT SECTOR SPDR TR
-$1.5M
9,723
-72%
建仓
NXT
NEXTRACKER INC
+$1.5M
26,830
清仓
—
SKECHERS U S A INC
-$1.5M
0
-100%
减持
MCK
MCKESSON CORP
+$1.5M
20,116
-0%
清仓
ZTS
ZOETIS INC
-$1.5M
0
-100%
增持
XOP
SPDR SER TR
+$1.4M
49,330
+9%
增持
GLD
SPDR GOLD TR
+$1.3M
82,384
+1%
减持
SBUX
STARBUCKS CORP
-$1.3M
129,264
-6%
减持
AIG
AMERICAN INTL GROUP INC
+$1.3M
129,095
-0%
增持
HD
HOME DEPOT INC
+$1.3M
29,365
+2%
增持
SPYM
SPDR SER TR
+$1.2M
207,377
+0%
增持
—
EXXON MOBIL CORP
+$1.2M
58,422
+4%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.2M
144,691
+13%
增持
KMI
KINDER MORGAN INC DEL
+$1.1M
493,829
+10%
增持
LLY
ELI LILLY & CO
+$1.1M
5,082
+4%
增持
ETR
ENTERGY CORP NEW
+$1.1M
139,429
+3%
清仓
PSK
SPDR SER TR
-$946.1K
0
-100%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$935.6K
8,502
增持
EFA
ISHARES TR
+$872.7K
137,836
+2%
清仓
XME
SPDR SER TR
-$854.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$851.9K
24,785
+8%
建仓
XHB
SPDR SER TR
+$841.7K
7,543
清仓
AMLP
ALPS ETF TR
-$801.5K
0
-100%
建仓
XBI
SPDR SER TR
+$771.4K
8,129
建仓
NFLX
NETFLIX INC
+$762.2K
1,255
增持
SYF
SYNCHRONY FINANCIAL
+$756.2K
133,946
+2%
建仓
XRT
SPDR SER TR
+$745.3K
9,435
增持
SPMD
SPDR SER TR
+$721.3K
51,923
+24%
清仓
BF/B
BROWN FORMAN CORP
-$704.9K
0
-100%
减持
IWM
ISHARES TR
-$700.7K
1,400
-72%
增持
TSLA
TESLA INC
-$700.7K
9,854
+1%
增持
PYPL
PAYPAL HLDGS INC
+$654.7K
35,718
+26%
增持
TER
TERADYNE INC
+$633.9K
127,935
+1%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$614.5K
1,470
清仓
BIL
SPDR SER TR
-$588.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$577.3K
5,234
-45%
增持
XLB
SELECT SECTOR SPDR TR
+$573.9K
66,669
+1%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$573.5K
57,236
+5%
减持
PFE
PFIZER INC
-$552.5K
30,308
-37%
增持
QCOM
QUALCOMM INC
+$517.3K
17,398
+4%
减持
J
JACOBS SOLUTIONS INC
+$511.0K
28,609
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$487.0K
5,303
+9%
增持
D
DOMINION ENERGY INC
+$479.1K
18,034
+108%
增持
LOW
LOWES COS INC
+$455.6K
7,615
+14%
增持
ABBV
ABBVIE INC
+$432.0K
14,217
+2%
增持
CLX
CLOROX CO DEL
+$396.3K
32,288
+1%
增持
—
JOHNSON CTLS INTL PLC
+$386.0K
30,720
+9%
增持
AMAT
APPLIED MATLS INC
+$380.2K
7,929
+2%
减持
MCD
MCDONALDS CORP
-$379.8K
8,560
-9%
增持
AVGO
BROADCOM INC
+$364.5K
990
+17%
增持
WMB
WILLIAMS COS INC
+$354.0K
79,600
+1%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$347.7K
4,038
增持
O
REALTY INCOME CORP
+$344.0K
93,846
+14%
减持
SPDW
SPDR INDEX SHS FDS
-$336.5K
25,345
-31%
清仓
VTV
VANGUARD INDEX FDS
-$314.2K
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$311.0K
41,180
-2%
增持
USFD
US FOODS HLDG CORP
+$308.0K
33,666
+1%
建仓
ESML
ISHARES TR
+$299.4K
7,436
增持
GILD
GILEAD SCIENCES INC
-$299.1K
47,368
+2%
减持
KKR
KKR & CO INC
+$297.3K
21,139
-4%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$296.6K
1,473
+2%
增持
PM
PHILIP MORRIS INTL INC
+$283.6K
76,512
+7%
增持
FTNT
FORTINET INC
+$280.2K
24,648
+3%
清仓
HCA
HCA HEALTHCARE INC
-$274.5K
0
-100%
增持
NUE
NUCOR CORP
+$273.7K
9,247
+3%
增持
CTAS
CINTAS CORP
+$267.5K
2,791
+2%
增持
TROW
PRICE T ROWE GROUP INC
+$264.1K
9,457
+15%
减持
BA
BOEING CO
-$262.7K
3,400
-4%
减持
CRM
SALESFORCE INC
+$259.4K
7,240
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$256.6K
27,889
-19%
增持
FIS
FIDELITY NATL INFORMATION SV
+$247.4K
13,916
+7%
建仓
VOO
VANGUARD INDEX FDS
+$245.6K
511
清仓
—
ETF MANAGERS TR
-$243.6K
0
-100%
增持
KO
COCA COLA CO
+$240.4K
36,387
+8%
增持
TMUS
T-MOBILE US INC
+$239.0K
47,927
+1%
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$238.0K
6,863
减持
—
LINDE PLC
+$234.6K
5,532
-3%
增持
WMT
WALMART INC
+$231.7K
23,482
+213%
增持
CPRT
COPART INC
+$231.2K
18,277
+8%
清仓
—
MANAGED PORTFOLIO SERIES
-$228.8K
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$228.8K
6,006
-0%
清仓
JMBS
JANUS DETROIT STR TR
-$228.6K
0
-100%
清仓
IVV
ISHARES TR
-$227.5K
0
-100%
清仓
IJR
ISHARES TR
-$226.6K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$223.3K
2,901
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$219.9K
14,389
+4%
增持
AMGN
AMGEN INC
+$218.3K
36,959
+3%
清仓
VGT
VANGUARD WORLD FDS
-$208.1K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$206.2K
24,096
-15%
建仓
DVY
ISHARES TR
+$205.1K
1,665
减持
IVE
ISHARES TR
+$205.0K
39,541
-4%
建仓
MPC
MARATHON PETE CORP
+$201.5K
1,000
增持
GPC
GENUINE PARTS CO
+$197.1K
4,901
+21%
增持
PAYX
PAYCHEX INC
+$197.1K
16,237
+8%
增持
FE
FIRSTENERGY CORP
+$194.5K
43,106
+7%
增持
DT
DYNATRACE INC
-$193.9K
29,321
+3%
增持
TXN
TEXAS INSTRS INC
+$190.6K
7,413
+15%
减持
XLV
SELECT SECTOR SPDR TR
-$182.7K
26,253
-12%
增持
COST
COSTCO WHSL CORP NEW
+$181.0K
2,120
+2%
增持
ITW
ILLINOIS TOOL WKS INC
+$180.1K
8,639
+6%
增持
CSCO
CISCO SYS INC
+$178.7K
44,438
+10%
增持
EMR
EMERSON ELEC CO
+$154.8K
8,470
+2%
增持
ARKF
ARK ETF TR
+$154.1K
36,248
+6%
减持
—
PENTAIR PLC
+$145.8K
12,330
-1%
增持
—
CHUBB LIMITED
+$142.3K
3,517
+3%
清仓
ET
ENERGY TRANSFER L P
-$140.9K
0
-100%
增持
EOG
EOG RES INC
+$138.3K
6,269
+14%
