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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 15
增持 72
减持 43
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$18.1M
301,644
-54%
增持
NVDA
NVIDIA CORPORATION
+$12.2M
312,477
+969%
增持
GOOGL
ALPHABET INC
+$8.1M
175,590
+11%
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
SPSM
SPDR SER TR
-$8.1M
247,667
-42%
增持
AAPL
APPLE INC
+$7.9M
160,642
+6%
增持
TER
TERADYNE INC
+$4.7M
129,060
+1%
增持
AMZN
AMAZON COM INC
+$4.6M
175,356
+8%
增持
MSFT
MICROSOFT CORP
+$4.6M
93,118
+6%
建仓
LPLA
LPL FINL HLDGS INC
+$3.1M
10,944
增持
LMT
LOCKHEED MARTIN CORP
+$3.0M
30,454
+23%
增持
PANW
PALO ALTO NETWORKS INC
+$2.8M
44,151
+3%
减持
JPM
JPMORGAN CHASE & CO.
-$2.7M
80,097
-15%
减持
SBUX
STARBUCKS CORP
-$2.7M
116,815
-10%
清仓
—
LINDE PLC
-$2.6M
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$2.1M
14,205
+121%
减持
CMCSA
COMCAST CORP NEW
-$2.0M
13,973
-77%
增持
ADBE
ADOBE INC
+$2.0M
25,383
+6%
增持
META
META PLATFORMS INC
+$1.8M
46,969
+4%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.7M
256,613
+18%
清仓
QRVO
QORVO INC
-$1.7M
0
-100%
增持
EFV
ISHARES TR
+$1.6M
68,643
+87%
清仓
CAH
CARDINAL HEALTH INC
-$1.6M
0
-100%
减持
NKE
NIKE INC
-$1.6M
13,688
-51%
减持
MCK
MCKESSON CORP
-$1.6M
15,788
-22%
清仓
ADSK
AUTODESK INC
-$1.6M
0
-100%
清仓
WDAY
WORKDAY INC
-$1.5M
0
-100%
增持
AMGN
AMGEN INC
+$1.5M
38,472
+4%
清仓
NXT
NEXTRACKER INC
-$1.5M
0
-100%
清仓
JBL
JABIL INC
-$1.4M
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$1.4M
525,662
+6%
清仓
DT
DYNATRACE INC
-$1.4M
0
-100%
清仓
EFG
ISHARES TR
-$1.3M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$1.3M
31,639
-33%
清仓
IDXX
IDEXX LABS INC
-$1.3M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$1.3M
191,033
-5%
增持
CI
THE CIGNA GROUP
-$1.3M
46,977
+1%
增持
AMAT
APPLIED MATLS INC
+$1.2M
11,979
+51%
增持
AVGO
BROADCOM INC
+$1.2M
1,546
+56%
增持
DIS
DISNEY WALT CO
-$1.2M
58,186
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.1M
3,673
+150%
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.1M
2,405
减持
TMUS
T-MOBILE US INC
-$1.0M
38,486
-20%
增持
PM
PHILIP MORRIS INTL INC
+$1.0M
79,350
+4%
增持
NOW
SERVICENOW INC
+$1.0M
20,660
+3%
增持
IAU
ISHARES GOLD TR
+$996.3K
47,857
+82%
增持
PH
PARKER-HANNIFIN CORP
-$986.2K
23,003
+1%
增持
GLD
SPDR GOLD TR
+$973.0K
83,349
+1%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$937.2K
152,955
+6%
增持
MA
MASTERCARD INCORPORATED
-$923.9K
36,461
+3%
建仓
VMC
VULCAN MATLS CO
+$922.1K
3,708
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$889.9K
0
-100%
增持
SNPS
SYNOPSYS INC
+$851.0K
24,355
+2%
增持
LLY
ELI LILLY & CO
+$840.6K
5,296
+4%
增持
CL
COLGATE PALMOLIVE CO
+$827.0K
102,912
+1%
减持
CVX
CHEVRON CORP NEW
-$821.2K
77,275
-6%
增持
HD
HOME DEPOT INC
-$773.3K
30,476
+4%
清仓
XBI
SPDR SER TR
-$771.4K
0
-100%
清仓
XRT
SPDR SER TR
-$745.3K
0
-100%
增持
NFLX
NETFLIX INC
+$739.4K
2,225
+77%
清仓
IGV
ISHARES TR
-$715.2K
0
-100%
增持
ETR
ENTERGY CORP NEW
+$715.1K
144,391
+4%
建仓
ROST
ROSS STORES INC
+$689.8K
4,747
建仓
TGT
TARGET CORP
+$683.2K
4,615
建仓
KCE
SPDR SER TR
+$682.6K
6,189
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$672.4K
8,596
+315%
增持
SYF
SYNCHRONY FINANCIAL
+$667.3K
136,535
+2%
增持
BAC
BANK AMERICA CORP
+$666.2K
357,549
+0%
建仓
LULU
LULULEMON ATHLETICA INC
+$665.5K
2,228
增持
V
VISA INC
+$649.3K
14,362
+28%
减持
XLF
SELECT SECTOR SPDR TR
-$645.2K
160,980
-7%
减持
OZ
BELPOINTE PREP LLC
-$612.9K
88,531
-6%
减持
XLI
SELECT SECTOR SPDR TR
-$575.5K
20,182
-16%
减持
AIG
AMERICAN INTL GROUP INC
-$559.5K
128,393
-1%
增持
MRK
MERCK & CO INC
-$542.4K
91,883
+2%
增持
CLX
CLOROX CO DEL
-$531.7K
32,330
+0%
减持
LNT
ALLIANT ENERGY CORP
-$521.1K
59,574
-16%
增持
FTNT
FORTINET INC
+$513.2K
36,451
+48%
增持
MDLZ
MONDELEZ INTL INC
+$493.3K
25,080
+53%
增持
ECL
ECOLAB INC
+$486.6K
63,016
+0%
增持
XLB
SELECT SECTOR SPDR TR
+$483.0K
75,596
+13%
减持
SPYM
SPDR SER TR
+$465.5K
206,648
-0%
减持
SPDW
SPDR INDEX SHS FDS
-$445.4K
13,198
-48%
减持
NUE
NUCOR CORP
-$421.5K
8,911
-4%
增持
O
REALTY INCOME CORP
+$408.9K
103,862
+11%
减持
XLE
SELECT SECTOR SPDR TR
-$397.9K
24,521
-12%
增持
J
JACOBS SOLUTIONS INC
-$392.2K
28,673
+0%
增持
AGG
ISHARES TR
+$381.0K
32,601
+15%
减持
HUMA
HUMACYTE INC
+$358.7K
218,308
-1%
增持
VTR
VENTAS INC
+$357.5K
40,274
+3%
建仓
APLE
APPLE HOSPITALITY REIT INC
+$347.7K
23,910
增持
SCHW
SCHWAB CHARLES CORP
+$341.5K
180,063
+1%
减持
GOOG
ALPHABET INC
+$339.8K
13,098
-3%
增持
SPGI
S&P GLOBAL INC
+$323.4K
2,919
+27%
减持
BDX
BECTON DICKINSON & CO
-$311.7K
19,089
-1%
增持
CRM
SALESFORCE INC
-$310.7K
7,273
+0%
增持
TXN
TEXAS INSTRS INC
+$308.6K
8,225
+11%
增持
SPMD
SPDR SER TR
+$301.1K
59,857
+15%
清仓
DECK
DECKERS OUTDOOR CORP
-$300.3K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$298.5K
5,606
清仓
IWM
ISHARES TR
-$294.4K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$288.0K
2,166
+2%
清仓
VYM
VANGUARD WHITEHALL FDS
-$282.5K
0
-100%
增持
ORCL
ORACLE CORP
+$275.0K
13,764
+4%
减持
ABBV
ABBVIE INC
-$270.3K
13,519
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$264.9K
25,201
+3%
减持
CVS
CVS HEALTH CORP
-$260.7K
9,005
-9%
增持
SMDV
PROSHARES TR
+$255.1K
16,986
+36%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$253.3K
11,964
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$252.0K
15,177
+5%
增持
ITW
ILLINOIS TOOL WKS INC
-$250.9K
8,724
+1%
增持
QQQ
INVESCO QQQ TR
+$246.1K
4,158
+6%
增持
LOW
LOWES COS INC
-$243.3K
7,696
+1%
增持
PYPL
PAYPAL HLDGS INC
-$241.9K
37,065
+4%
增持
RPV
INVESCO EXCHANGE TRADED FD T
-$240.6K
57,797
+1%
减持
—
PENTAIR PLC
-$234.9K
10,677
-13%
增持
EL
LAUDER ESTEE COS INC
-$223.3K
6,921
+11%
建仓
IVV
ISHARES TR
+$222.1K
406
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$222.0K
1,277
清仓
WY
WEYERHAEUSER CO MTN BE
-$221.3K
0
-100%
减持
PEP
PEPSICO INC
-$220.3K
12,094
-4%
建仓
IJR
ISHARES TR
+$212.9K
1,996
增持
WM
WASTE MGMT INC DEL
+$211.8K
61,804
+2%
减持
KKR
KKR & CO INC
-$211.0K
18,198
-14%
清仓
DE
DEERE & CO
-$207.4K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$207.0K
25,190
-4%
清仓
MPC
MARATHON PETE CORP
-$201.5K
0
-100%
建仓
ITOT
ISHARES TR
+$200.0K
1,684
减持
ARKF
ARK ETF TR
-$193.4K
32,519
-10%
增持
HON
HONEYWELL INTL INC
+$190.6K
18,555
+1%
增持
IVE
ISHARES TR
-$184.2K
39,571
+0%
减持
XLC
SELECT SECTOR SPDR TR
-$180.8K
23,656
-12%
增持
MCD
MCDONALDS CORP
-$178.4K
8,770
+2%
减持
WMB
WILLIAMS COS INC
+$177.5K
77,165
-3%
增持
EW
EDWARDS LIFESCIENCES CORP
-$177.3K
153,788
+2%
减持
AOS
SMITH A O CORP
-$174.4K
8,976
-12%
减持
IWN
ISHARES TR
-$172.4K
25,715
-0%
减持
XHB
SPDR SER TR
-$168.0K
6,665
-12%
减持
EMR
EMERSON ELEC CO
-$167.7K
7,198
-15%
减持
CAT
CATERPILLAR INC
-$163.8K
2,237
-10%
建仓
DNP
DNP SELECT INCOME FD INC
+$159.1K
19,357
减持
NDSN
NORDSON CORP
-$157.5K
2,821
-5%
增持
NEE
NEXTERA ENERGY INC
+$148.0K
20,384
+1%
减持
MET
METLIFE INC
-$146.6K
10,944
-11%
增持
UPS
UNITED PARCEL SERVICE INC
-$146.0K
19,801
+3%
减持
TSLA
TESLA INC
-$143.4K
8,030
-19%
减持
IWB
ISHARES TR
-$138.1K
2,322
-19%
增持
MRVL
MARVELL TECHNOLOGY INC
+$136.6K
197,837
+2%
增持
ALB
ALBEMARLE CORP
-$130.0K
3,699
+1%
减持
AXP
AMERICAN EXPRESS CO
-$130.0K
4,585
-12%
减持
GPC
GENUINE PARTS CO
-$129.8K
4,551
-7%
