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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 67
减持 51
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
—
EATON CORP PLC
+$9.9M
36,588
增持
CEG
CONSTELLATION ENERGY CORP
+$9.7M
49,982
+2982%
增持
MRVL
MARVELL TECHNOLOGY INC
-$9.3M
243,309
+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。
建仓
C
CITIGROUP INC
+$9.3M
130,672
增持
MU
MICRON TECHNOLOGY INC
+$8.5M
105,268
+1253%
减持
ETR
ENTERGY CORP NEW
-$8.2M
163,085
-44%
减持
XLV
SELECT SECTOR SPDR TR
-$8.1M
19,858
-75%
增持
NOW
SERVICENOW INC
-$5.3M
23,031
+3%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$5.3M
0
-100%
增持
AMZN
AMAZON COM INC
-$5.3M
200,702
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$5.3M
22,552
-29%
增持
JNJ
JOHNSON & JOHNSON
+$5.1M
59,549
+79%
增持
XLK
SELECT SECTOR SPDR TR
-$4.7M
193,858
+1%
增持
GOOGL
ALPHABET INC
-$4.0M
197,937
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.9M
36,339
+33%
减持
GLD
SPDR GOLD TR
-$3.9M
58,962
-32%
增持
MSFT
MICROSOFT CORP
-$3.3M
104,534
+3%
增持
CI
THE CIGNA GROUP
+$3.3M
47,732
+6%
减持
USFR
WISDOMTREE TR
-$3.3M
344,028
-16%
增持
AAPL
APPLE INC
-$3.2M
182,116
+5%
增持
BDX
BECTON DICKINSON & CO
+$3.1M
16,535
+453%
减持
PM
PHILIP MORRIS INTL INC
+$2.7M
79,139
-4%
增持
EFV
ISHARES TR
+$2.7M
79,151
+106%
建仓
DE
DEERE & CO
+$2.5M
5,317
增持
TER
TERADYNE INC
-$2.5M
76,878
+10%
减持
ADBE
ADOBE INC
-$2.5M
32,027
-3%
建仓
JKHY
HENRY JACK & ASSOC INC
+$2.4M
13,014
减持
RTX
RTX CORPORATION
-$2.3M
20,389
-53%
减持
J
JACOBS SOLUTIONS INC
-$2.3M
19,290
-44%
减持
JPM
JPMORGAN CHASE & CO.
-$2.2M
69,848
-14%
减持
ORCL
ORACLE CORP
-$2.1M
8,593
-56%
增持
WM
WASTE MGMT INC DEL
+$2.1M
64,979
+1%
减持
AVGO
BROADCOM INC
-$2.0M
10,508
-35%
增持
CVX
CHEVRON CORP NEW
+$1.9M
82,847
+1%
增持
MCK
MCKESSON CORP
+$1.9M
17,106
+2%
减持
BAC
BANK AMERICA CORP
-$1.9M
334,586
-7%
减持
TMUS
T-MOBILE US INC
+$1.6M
38,397
-2%
增持
AIG
AMERICAN INTL GROUP INC
+$1.6M
109,447
+0%
增持
LNT
ALLIANT ENERGY CORP
+$1.5M
78,376
+31%
减持
HD
HOME DEPOT INC
-$1.5M
29,252
-7%
减持
LULU
LULULEMON ATHLETICA INC
-$1.5M
2,627
-54%
增持
MA
MASTERCARD INCORPORATED
+$1.4M
39,298
+3%
增持
SYF
SYNCHRONY FINANCIAL
-$1.3M
141,326
+5%
增持
PEP
PEPSICO INC
+$1.3M
20,912
+69%
增持
ECL
ECOLAB INC
+$1.2M
55,252
+1%
减持
OZ
BELPOINTE PREP LLC
-$1.2M
85,973
-1%
增持
SBUX
STARBUCKS CORP
+$1.2M
128,130
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$1.1M
192,558
+2%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.1M
152,698
+3%
增持
O
REALTY INCOME CORP
+$1.1M
123,226
+9%
减持
KKR
KKR & CO INC
-$1.1M
11,518
-30%
减持
CSCO
CISCO SYS INC
-$1.1M
30,373
-39%
增持
TSLA
TESLA INC
-$1.1M
13,711
+20%
减持
AMGN
AMGEN INC
+$1.0M
30,333
-6%
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.0M
185,571
+10%
增持
PG
PROCTER AND GAMBLE CO
+$959.2K
23,040
+30%
减持
KO
COCA COLA CO
-$950.9K
22,248
-46%
增持
SHY
ISHARES TR
+$905.0K
19,508
+126%
建仓
ES
EVERSOURCE ENERGY
+$873.1K
14,058
减持
KMI
KINDER MORGAN INC DEL
-$841.4K
497,943
-9%
增持
—
EXXON MOBIL CORP
+$837.4K
61,277
+2%
减持
WMT
WALMART INC
-$828.2K
11,680
-43%
建仓
HRL
HORMEL FOODS CORP
+$810.7K
26,201
建仓
MPWR
MONOLITHIC PWR SYS INC
+$785.9K
1,355
建仓
SYY
SYSCO CORP
+$774.3K
10,318
建仓
BF/B
BROWN FORMAN CORP
+$773.6K
22,793
增持
VTR
VENTAS INC
+$762.5K
70,778
+2%
建仓
SQ
BLOCK INC
+$731.4K
13,462
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$718.6K
339,582
+3%
增持
CL
COLGATE PALMOLIVE CO
+$703.1K
115,624
+4%
减持
EFA
ISHARES TR
-$693.6K
6,519
-60%
增持
LNG
CHENIERE ENERGY INC
+$686.1K
27,606
+4%
清仓
KDP
KEURIG DR PEPPER INC
-$677.9K
0
-100%
增持
DDOG
DATADOG INC
-$673.4K
22,490
+11%
减持
SPYM
SPDR SER TR
-$653.3K
201,438
-0%
增持
PYPL
PAYPAL HLDGS INC
-$651.0K
46,011
+7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$644.9K
4,612
+17%
建仓
PSTG
PURE STORAGE INC
+$623.8K
14,091
增持
HUMA
HUMACYTE INC
-$615.7K
184,508
+0%
增持
PANW
PALO ALTO NETWORKS INC
-$590.6K
94,861
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$589.4K
3,358
-20%
增持
SPSM
SPDR SER TR
-$569.8K
282,523
+5%
增持
MRK
MERCK & CO INC
+$565.2K
112,889
+17%
增持
DIS
DISNEY WALT CO
-$555.3K
62,959
+4%
减持
FTNT
FORTINET INC
-$535.5K
30,765
-17%
减持
CRM
SALESFORCE INC
-$528.8K
7,188
-2%
减持
GILD
GILEAD SCIENCES INC
+$508.0K
29,916
-3%
增持
PH
PARKER-HANNIFIN CORP
-$492.9K
23,501
+1%
减持
XLB
SELECT SECTOR SPDR TR
-$491.8K
21,246
-23%
增持
ED
CONSOLIDATED EDISON INC
+$470.0K
9,459
+47%
减持
XLY
SELECT SECTOR SPDR TR
-$434.6K
9,257
-8%
减持
XLE
SELECT SECTOR SPDR TR
-$428.7K
22,732
-24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$428.1K
60,856
+4%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$415.8K
0
-100%
增持
TGT
TARGET CORP
+$411.7K
10,721
+105%
减持
GOOG
ALPHABET INC
-$399.7K
10,601
-2%
减持
D
DOMINION ENERGY INC
-$398.8K
9,036
-46%
建仓
—
AMCOR PLC
+$396.5K
40,873
增持
TLT
ISHARES TR
+$387.7K
10,289
+64%
增持
T
AT&T INC
+$386.6K
22,503
+105%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$383.3K
5,011
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$368.1K
5,134
-2%
建仓
—
LINDE PLC
+$361.8K
777
减持
ABBV
ABBVIE INC
-$358.1K
10,028
-28%
减持
V
VISA INC
-$345.6K
12,784
-16%
清仓
IJR
ISHARES TR
-$345.0K
0
-100%
增持
ROST
ROSS STORES INC
+$344.6K
9,168
+68%
增持
NUE
NUCOR CORP
+$342.1K
12,150
+27%
增持
NVDA
NVIDIA CORPORATION
-$341.3K
362,329
+23%
清仓
IHI
ISHARES TR
-$336.6K
0
-100%
建仓
TIP
ISHARES TR
+$332.9K
2,997
减持
USFD
US FOODS HLDG CORP
-$324.3K
27,550
-13%
增持
CLX
CLOROX CO DEL
-$298.8K
34,356
+4%
减持
VST
VISTRA CORP
-$294.9K
10,572
-5%
清仓
IWM
ISHARES TR
-$293.7K
0
-100%
建仓
IEI
ISHARES TR
+$275.5K
2,332
减持
WMB
WILLIAMS COS INC
+$270.8K
72,907
-3%
清仓
SCHX
SCHWAB STRATEGIC TR
-$268.7K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$263.1K
20,617
-11%
清仓
ITOT
ISHARES TR
-$263.0K
0
-100%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$260.6K
0
-100%
增持
CTAS
CINTAS CORP
+$259.5K
5,796
+14%
减持
AGZ
ISHARES TR
-$256.6K
4,424
-36%
清仓
SMH
VANECK ETF TRUST
-$247.3K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
+$246.8K
97,860
-1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$242.0K
6,412
+3%
增持
CVS
CVS HEALTH CORP
+$240.2K
8,931
+10%
清仓
EEM
ISHARES TR
-$236.3K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$233.8K
664
+10%
清仓
EVRG
EVERGY INC
-$231.9K
0
-100%
增持
IWN
ISHARES TR
-$224.6K
27,022
+3%
减持
SPMD
SPDR SER TR
-$222.0K
59,031
-0%
建仓
BIL
SPDR SER TR
+$220.5K
2,404
增持
NFLX
NETFLIX INC
+$217.5K
2,639
+5%
建仓
DEEF
DBX ETF TR
+$210.4K
6,988
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$209.5K
10,216
-1%
增持
SLB
SCHLUMBERGER LTD
+$208.3K
22,051
+18%
清仓
BA
BOEING CO
-$204.8K
0
-100%
清仓
JMBS
JANUS DETROIT STR TR
-$200.8K
0
-100%
减持
FE
FIRSTENERGY CORP
-$199.1K
40,813
-12%
减持
PFE
PFIZER INC
-$197.1K
25,031
-20%
减持
XLI
SELECT SECTOR SPDR TR
-$192.3K
17,161
-7%
增持
APD
AIR PRODS & CHEMS INC
+$188.8K
18,174
+2%
减持
COST
COSTCO WHSL CORP NEW
-$181.9K
1,997
-12%
增持
MELI
MERCADOLIBRE INC
+$181.8K
529
+6%
减持
QQQ
INVESCO QQQ TR
-$169.6K
3,887
-0%
增持
DASH
DOORDASH INC
+$166.5K
7,786
+4%
增持
XLU
SELECT SECTOR SPDR TR
+$165.9K
10,335
+21%
减持
AXP
AMERICAN EXPRESS CO
-$164.3K
4,135
-4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$158.2K
13,075
+53%
