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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 68
减持 50
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$10.4M
408,884
-34%
减持
EFA
ISHARES TR
-$9.8M
16,220
-88%
增持
MRVL
MARVELL TECHNOLOGY INC
+$9.5M
219,888
+7%
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
XLV
SELECT SECTOR SPDR TR
+$7.2M
80,227
+225%
增持
AMZN
AMAZON COM INC
+$7.0M
198,215
+1%
建仓
LNG
CHENIERE ENERGY INC
+$5.7M
26,537
减持
JNJ
JOHNSON & JOHNSON
-$4.9M
33,230
-45%
增持
GOOGL
ALPHABET INC
+$4.7M
182,859
+1%
增持
NVDA
NVIDIA CORPORATION
+$4.5M
294,962
+2%
减持
XLB
SELECT SECTOR SPDR TR
-$4.4M
27,555
-60%
减持
CI
THE CIGNA GROUP
-$4.3M
44,924
-7%
减持
BDX
BECTON DICKINSON & CO
-$4.0M
2,991
-85%
增持
NOW
SERVICENOW INC
+$3.8M
22,323
+0%
增持
KMI
KINDER MORGAN INC DEL
+$3.0M
549,186
+1%
增持
ETR
ENTERGY CORP NEW
+$2.8M
292,129
+99%
增持
LMT
LOCKHEED MARTIN CORP
-$2.7M
31,584
+2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$2.4M
330,999
+24%
减持
JPM
JPMORGAN CHASE & CO.
+$2.2M
80,851
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$2.0M
191,432
+20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.0M
27,269
+4%
减持
SYF
SYNCHRONY FINANCIAL
+$1.9M
135,156
-2%
增持
DDOG
DATADOG INC
+$1.9M
20,328
+133%
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.9M
168,159
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$1.9M
188,239
+1%
增持
ADBE
ADOBE INC
-$1.9M
33,188
+3%
清仓
BNY
BANK NEW YORK MELLON CORP
-$1.8M
0
-100%
增持
AMGN
AMGEN INC
-$1.7M
32,413
+3%
减持
AIG
AMERICAN INTL GROUP INC
-$1.7M
109,016
-17%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.7M
0
-100%
减持
TSLA
TESLA INC
+$1.6M
11,454
-1%
增持
MCK
MCKESSON CORP
+$1.6M
16,846
+4%
增持
MA
MASTERCARD INCORPORATED
+$1.6M
38,233
+2%
减持
BAC
BANK AMERICA CORP
+$1.5M
359,802
-0%
减持
SNPS
SYNOPSYS INC
-$1.4M
2,039
-58%
增持
MRK
MERCK & CO INC
-$1.3M
96,177
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$1.3M
92,205
+103%
减持
CTAS
CINTAS CORP
-$1.1M
5,100
-49%
减持
AMAT
APPLIED MATLS INC
-$1.1M
8,772
-29%
减持
LPLA
LPL FINL HLDGS INC
+$1.0M
11,211
-0%
减持
MDLZ
MONDELEZ INTL INC
-$1.0M
14,851
-43%
增持
ECL
ECOLAB INC
-$1.0M
54,690
+1%
增持
AVGO
BROADCOM INC
+$994.8K
16,119
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$991.8K
192,483
-1%
增持
DIS
DISNEY WALT CO
+$970.4K
60,793
+1%
清仓
AMTM
AMENTUM HOLDINGS INC
-$927.8K
0
-100%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$886.6K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$862.9K
22,605
-23%
建仓
MELI
MERCADOLIBRE INC
+$850.2K
500
增持
J
JACOBS SOLUTIONS INC
+$843.6K
34,502
+20%
增持
O
REALTY INCOME CORP
-$834.1K
113,013
+4%
清仓
ENPH
ENPHASE ENERGY INC
-$828.5K
0
-100%
建仓
MBS
ANGEL OAK FUNDS TRUST
+$818.7K
95,983
减持
QCOM
QUALCOMM INC
-$804.7K
11,015
-25%
增持
V
VISA INC
+$743.9K
15,270
+3%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$722.9K
25,845
+46%
建仓
SLB
SCHLUMBERGER LTD
+$713.5K
18,609
增持
SPSM
SPDR SER TR
+$709.3K
269,044
+8%
清仓
XOP
SPDR SER TR
-$689.0K
0
-100%
增持
LULU
LULULEMON ATHLETICA INC
+$669.1K
5,739
+2%
清仓
EL
LAUDER ESTEE COS INC
-$659.8K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$654.9K
7,781
建仓
EQIX
EQUINIX INC
+$647.8K
687
建仓
—
ASML HOLDING N V
+$642.5K
927
增持
META
META PLATFORMS INC
+$630.6K
48,033
+0%
增持
FTNT
FORTINET INC
+$627.6K
37,012
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$622.2K
4,210
-22%
减持
OZ
BELPOINTE PREP LLC
+$618.2K
86,933
-2%
增持
CL
COLGATE PALMOLIVE CO
-$614.9K
111,438
+8%
增持
PYPL
PAYPAL HLDGS INC
+$614.2K
42,803
+10%
减持
WMB
WILLIAMS COS INC
+$597.0K
75,501
-1%
增持
—
EXXON MOBIL CORP
-$576.5K
59,964
+0%
增持
TMUS
T-MOBILE US INC
+$574.5K
39,087
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$558.3K
29,804
+31%
减持
WFC
WELLS FARGO CO NEW
+$525.7K
39,648
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$525.4K
18,531
-15%
增持
NFLX
NETFLIX INC
+$503.6K
2,517
+3%
减持
AGZ
ISHARES TR
-$459.3K
6,861
-37%
增持
HD
HOME DEPOT INC
-$459.3K
31,383
+0%
增持
CRM
SALESFORCE INC
+$459.2K
7,351
+1%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$453.8K
8,555
增持
SBUX
STARBUCKS CORP
-$449.1K
125,107
+3%
增持
HON
HONEYWELL INTL INC
+$442.2K
19,226
+2%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$410.4K
69,965
-14%
清仓
ES
EVERSOURCE ENERGY
-$408.2K
0
-100%
建仓
IYR
ISHARES TR
+$396.5K
4,261
增持
CSCO
CISCO SYS INC
+$378.9K
50,053
+3%
减持
AAPL
APPLE INC
+$377.2K
174,236
-6%
减持
SPMD
SPDR SER TR
-$366.3K
59,301
-10%
增持
XLP
SELECT SECTOR SPDR TR
-$361.8K
98,529
+1%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$352.9K
10,364
+2%
建仓
COP
CONOCOPHILLIPS
+$351.3K
3,543
增持
LLY
ELI LILLY & CO
-$347.6K
4,304
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$342.4K
58,323
-2%
减持
BA
BOEING CO
-$321.3K
1,157
-67%
清仓
AMLP
ALPS ETF TR
-$321.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$314.6K
22,274
+22%
减持
AGG
ISHARES TR
-$301.1K
27,305
-6%
增持
ARKF
ARK ETF TR
+$298.3K
35,702
+4%
清仓
LVS
LAS VEGAS SANDS CORP
-$295.7K
0
-100%
减持
ABBV
ABBVIE INC
-$293.8K
13,839
-1%
建仓
IWM
ISHARES TR
+$293.7K
1,329
增持
NUE
NUCOR CORP
-$286.6K
9,596
+3%
增持
VTR
VENTAS INC
-$281.9K
69,693
+2%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$277.5K
0
-100%
减持
FLOT
ISHARES TR
-$273.2K
8,117
-40%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$271.3K
148,827
+3%
增持
VST
VISTRA CORP
+$262.5K
11,144
+4%
减持
HUMA
HUMACYTE INC
-$257.3K
184,208
-16%
建仓
GLDM
WORLD GOLD TR
+$251.4K
4,836
清仓
—
MARATHON OIL CORP
-$244.5K
0
-100%
减持
RTX
RTX CORPORATION
-$242.3K
43,279
-0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$240.2K
6,233
+3%
清仓
KCE
SPDR SER TR
-$233.0K
0
-100%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$232.9K
0
-100%
建仓
NJR
NEW JERSEY RES CORP
+$227.3K
4,872
清仓
UBER
UBER TECHNOLOGIES INC
-$223.7K
0
-100%
减持
NKE
NIKE INC
-$219.9K
14,498
-3%
减持
PG
PROCTER AND GAMBLE CO
-$219.5K
17,699
-4%
减持
CVS
CVS HEALTH CORP
-$214.7K
8,129
-12%
减持
GILD
GILEAD SCIENCES INC
+$213.4K
30,790
-2%
清仓
USHY
ISHARES TR
-$208.4K
0
-100%
清仓
FDX
FEDEX CORP
-$204.7K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$204.2K
0
-100%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$201.3K
2,271
-43%
建仓
JMBS
JANUS DETROIT STR TR
+$200.8K
4,545
减持
KKR
KKR & CO INC
+$190.7K
16,367
-4%
增持
FE
FIRSTENERGY CORP
-$187.6K
46,474
+1%
增持
KO
COCA COLA CO
-$186.6K
40,866
+8%
增持
TROW
PRICE T ROWE GROUP INC
+$184.3K
12,325
+11%
增持
PAYX
PAYCHEX INC
+$183.9K
17,675
+3%
减持
WMT
WALMART INC
+$177.8K
20,516
-1%
减持
USFD
US FOODS HLDG CORP
+$175.9K
31,541
-1%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$175.3K
58,785
+2%
增持
AOS
SMITH A O CORP
-$172.6K
9,198
+3%
增持
PEP
PEPSICO INC
-$171.5K
12,395
+3%
增持
WM
WASTE MGMT INC DEL
-$169.8K
64,259
+2%
减持
XLY
SELECT SECTOR SPDR TR
+$169.7K
10,085
-3%
减持
CCI
CROWN CASTLE INC
-$169.5K
4,620
-7%
增持
CPRT
COPART INC
+$168.7K
21,813
+6%
减持
DASH
DOORDASH INC
+$165.0K
7,491
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$155.3K
3,951
+5%
增持
EFV
ISHARES TR
-$151.8K
38,372
+2%
减持
GPC
GENUINE PARTS CO
-$148.3K
4,304
-8%
增持
SPEM
SPDR INDEX SHS FDS
+$147.5K
20,616
+32%
减持
BKNG
BOOKING HOLDINGS INC
+$144.7K
219
-2%
增持
GLD
SPDR GOLD TR
+$143.9K
86,218
+1%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$140.8K
1,921
-24%
增持
IVE
ISHARES TR
-$129.5K
40,389
+2%
减持
ED
CONSOLIDATED EDISON INC
-$129.2K
6,455
-5%
增持
NDSN
NORDSON CORP
-$125.2K
2,930
+4%
