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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 18
增持 84
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$15.8M
617,465
+105%
减持
SNPS
SYNOPSYS INC
-$12.1M
4,798
-80%
减持
TER
TERADYNE INC
-$10.3M
66,208
-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。
增持
AAPL
APPLE INC
+$9.4M
185,643
+16%
增持
JNJ
JOHNSON & JOHNSON
+$8.3M
60,192
+511%
减持
—
MEDTRONIC PLC
-$7.6M
8,345
-92%
减持
XOP
SPDR SER TR
-$6.8M
5,238
-90%
增持
ETR
ENTERGY CORP NEW
+$3.9M
146,849
+2%
增持
META
META PLATFORMS INC
+$3.8M
48,028
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$3.8M
30,833
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
-$3.7M
159,917
+4%
增持
NOW
SERVICENOW INC
+$3.6M
22,213
+8%
减持
NVDA
NVIDIA CORPORATION
-$3.5M
289,354
-7%
增持
PH
PARKER-HANNIFIN CORP
+$3.1M
23,269
+1%
增持
GLD
SPDR GOLD TR
+$2.8M
85,296
+2%
增持
SBUX
STARBUCKS CORP
+$2.8M
121,706
+4%
增持
AMZN
AMAZON COM INC
+$2.6M
195,616
+12%
增持
ADBE
ADOBE INC
+$2.5M
32,158
+27%
增持
MA
MASTERCARD INCORPORATED
+$2.5M
37,609
+3%
增持
VTR
VENTAS INC
+$2.3M
68,394
+70%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.2M
26,151
+4%
增持
HD
HOME DEPOT INC
+$2.2M
31,261
+3%
建仓
IWS
ISHARES TR
+$2.1M
16,157
增持
GOOGL
ALPHABET INC
-$2.1M
180,346
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$2.0M
5,385
-42%
增持
PM
PHILIP MORRIS INTL INC
+$1.9M
81,572
+3%
减持
AMGN
AMGEN INC
-$1.8M
31,593
-18%
建仓
BNY
BANK NEW YORK MELLON CORP
+$1.8M
25,138
清仓
PTC
PTC INC
-$1.6M
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$1.6M
544,843
+4%
清仓
MAR
MARRIOTT INTL INC NEW
-$1.6M
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$1.6M
17,569
+24%
减持
EFV
ISHARES TR
-$1.5M
37,636
-45%
增持
TSLA
TESLA INC
+$1.4M
11,569
+44%
增持
O
REALTY INCOME CORP
+$1.4M
108,328
+4%
增持
ORCL
ORACLE CORP
+$1.4M
19,501
+42%
建仓
VST
VISTRA CORP
+$1.3M
10,747
增持
TMUS
T-MOBILE US INC
+$1.3M
39,025
+1%
增持
SCHW
SCHWAB CHARLES CORP
-$1.2M
185,742
+3%
增持
MCK
MCKESSON CORP
-$1.2M
16,254
+3%
减持
ECL
ECOLAB INC
-$1.2M
54,162
-14%
增持
CI
THE CIGNA GROUP
+$1.2M
48,145
+2%
减持
LLY
ELI LILLY & CO
-$1.1M
4,143
-22%
建仓
DASH
DOORDASH INC
+$1.1M
7,648
增持
SPSM
SPDR SER TR
+$1.1M
249,971
+1%
增持
MSFT
MICROSOFT CORP
+$1.1M
99,177
+7%
增持
NEE
NEXTERA ENERGY INC
+$1.0M
29,380
+44%
增持
MRVL
MARVELL TECHNOLOGY INC
+$980.4K
205,341
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$965.3K
81,409
+2%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$943.3K
17,762
+96%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$934.0K
266,558
+4%
建仓
AMTM
AMENTUM HOLDINGS INC
+$927.8K
28,770
减持
ORLY
OREILLY AUTOMOTIVE INC
-$923.7K
578
-62%
增持
XLP
SELECT SECTOR SPDR TR
+$918.9K
97,677
+4%
增持
CLX
CLOROX CO DEL
+$896.7K
32,587
+1%
增持
PYPL
PAYPAL HLDGS INC
+$888.2K
38,947
+5%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$886.6K
959
减持
RTX
RTX CORPORATION
+$866.4K
43,336
-1%
增持
LULU
LULULEMON ATHLETICA INC
+$860.0K
5,622
+152%
减持
BKNG
BOOKING HOLDINGS INC
-$799.5K
224
-49%
增持
CL
COLGATE PALMOLIVE CO
+$759.2K
103,514
+1%
清仓
XHB
SPDR SER TR
-$673.7K
0
-100%
增持
FTNT
FORTINET INC
+$672.5K
37,000
+2%
增持
IVE
ISHARES TR
+$636.6K
39,758
+0%
减持
SPYM
SPDR SER TR
+$608.6K
204,918
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$600.0K
159,265
-1%
减持
LNT
ALLIANT ENERGY CORP
+$577.0K
59,472
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$546.8K
193,853
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$541.4K
45,375
+3%
增持
SPMD
SPDR SER TR
+$538.8K
66,010
+10%
增持
XLI
SELECT SECTOR SPDR TR
+$507.5K
21,907
+9%
增持
MRK
MERCK & CO INC
-$496.5K
95,796
+4%
增持
CSCO
CISCO SYS INC
+$484.9K
48,559
+10%
减持
GILD
GILEAD SCIENCES INC
+$460.0K
31,378
-1%
增持
MCD
MCDONALDS CORP
+$459.1K
8,847
+1%
减持
KCE
SPDR SER TR
-$449.6K
1,866
-70%
增持
LPLA
LPL FINL HLDGS INC
-$442.8K
11,236
+3%
增持
ABBV
ABBVIE INC
+$434.3K
13,941
+3%
增持
SYF
SYNCHRONY FINANCIAL
+$431.5K
137,823
+1%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$427.7K
4,794
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$421.1K
4,017
-53%
建仓
ES
EVERSOURCE ENERGY
+$408.2K
5,998
增持
FE
FIRSTENERGY CORP
+$407.7K
45,914
+8%
增持
KO
COCA COLA CO
+$395.7K
38,003
+4%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$379.2K
0
-100%
减持
IWN
ISHARES TR
+$368.2K
25,684
-0%
增持
QCOM
QUALCOMM INC
-$365.5K
14,683
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$360.8K
15,590
+108%
增持
PAYX
PAYCHEX INC
+$355.9K
17,099
+5%
清仓
ALB
ALBEMARLE CORP
-$353.4K
0
-100%
增持
AMAT
APPLIED MATLS INC
-$343.1K
12,294
+3%
增持
ITW
ILLINOIS TOOL WKS INC
+$341.2K
9,190
+5%
建仓
CEG
CONSTELLATION ENERGY CORP
+$327.6K
1,260
建仓
AMLP
ALPS ETF TR
+$321.0K
6,812
减持
KKR
KKR & CO INC
+$315.0K
17,079
-6%
增持
V
VISA INC
+$312.4K
14,847
+3%
减持
RPV
INVESCO EXCHANGE TRADED FD T
+$306.2K
57,666
-0%
增持
—
ACCENTURE PLC IRELAND
+$304.4K
4,012
+9%
建仓
IHI
ISHARES TR
+$300.7K
5,078
建仓
LVS
LAS VEGAS SANDS CORP
+$295.7K
5,874
增持
NKE
NIKE INC
+$285.3K
14,898
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$280.8K
5,276
-0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$277.5K
7,460
增持
MDLZ
MONDELEZ INTL INC
+$273.7K
25,994
+4%
增持
SPGI
S&P GLOBAL INC
+$273.3K
3,049
+4%
减持
GOOG
ALPHABET INC
-$271.5K
12,746
-3%
减持
—
JOHNSON CTLS INTL PLC
+$264.2K
27,695
-2%
增持
—
EXXON MOBIL CORP
+$263.7K
59,945
+2%
增持
AVGO
BROADCOM INC
+$259.8K
15,896
+928%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$253.3K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$249.8K
80,380
+4%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$249.6K
11,235
-0%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$243.7K
3,840
减持
XLE
SELECT SECTOR SPDR TR
-$240.4K
22,718
-7%
增持
J
JACOBS SOLUTIONS INC
-$239.3K
28,774
+0%
增持
NFLX
NETFLIX INC
+$238.2K
2,453
+10%
增持
ED
CONSOLIDATED EDISON INC
+$235.2K
6,772
+29%
建仓
EVRG
EVERGY INC
+$233.7K
3,768
减持
USFD
US FOODS HLDG CORP
+$233.1K
31,738
-2%
建仓
EEM
ISHARES TR
+$230.4K
5,024
增持
VZ
VERIZON COMMUNICATIONS INC
+$227.9K
59,559
+0%
增持
CTAS
CINTAS CORP
+$226.9K
10,006
+282%
减持
IAU
ISHARES GOLD TR
-$223.8K
37,797
-21%
减持
WMT
WALMART INC
+$219.9K
20,753
-3%
减持
AGG
ISHARES TR
-$217.6K
29,100
-11%
减持
UPS
UNITED PARCEL SERVICE INC
-$215.6K
18,294
-8%
增持
BDX
BECTON DICKINSON & CO
+$213.7K
19,391
+2%
清仓
INTC
INTEL CORP
-$212.4K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$210.9K
10,445
+1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$209.6K
6,024
+1%
减持
WMB
WILLIAMS COS INC
+$209.6K
76,433
-1%
建仓
TRV
TRAVELERS COMPANIES INC
+$204.2K
872
减持
MMM
3M CO
+$193.5K
6,333
-4%
增持
D
DOMINION ENERGY INC
+$187.9K
16,860
+5%
减持
—
PENTAIR PLC
+$186.3K
10,276
-4%
增持
ENPH
ENPHASE ENERGY INC
+$180.8K
7,331
+13%
增持
PG
PROCTER AND GAMBLE CO
+$178.9K
18,400
+1%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$164.1K
2,625
+10%
清仓
DNP
DNP SELECT INCOME FD INC
-$159.1K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$155.0K
8,496
+3%
增持
CRM
SALESFORCE INC
+$128.7K
7,301
+0%
减持
XLV
SELECT SECTOR SPDR TR
+$126.7K
24,660
-2%
减持
AXP
AMERICAN EXPRESS CO
+$125.7K
4,378
-5%
减持
MET
METLIFE INC
+$123.7K
10,813
-1%
减持
SMDV
PROSHARES TR
+$119.1K
16,956
-0%
增持
ARKF
ARK ETF TR
+$118.5K
34,356
+6%
增持
XLC
SELECT SECTOR SPDR TR
+$115.5K
23,693
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$114.8K
2,484
-1%
建仓
FLG
NEW YORK CMNTY BANCORP INC
+$113.5K
10,105
增持
COST
COSTCO WHSL CORP NEW
+$110.3K
2,201
+2%
