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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 58
减持 58
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
AVGO
BROADCOM INC
+$29.5M
113,504
+980%
增持
NVDA
NVIDIA CORPORATION
+$18.0M
362,465
+0%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$15.0M
0
-100%
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
MSFT
MICROSOFT CORP
+$13.0M
105,117
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$12.2M
105,602
+4167%
建仓
SOXX
ISHARES TR
+$12.1M
50,744
增持
—
ASML HOLDING N V
+$11.8M
15,641
+1243%
增持
AMZN
AMAZON COM INC
+$10.3M
221,057
+10%
减持
CEG
CONSTELLATION ENERGY CORP
-$9.6M
1,349
-97%
减持
MU
MICRON TECHNOLOGY INC
-$8.0M
9,222
-91%
增持
GOOGL
ALPHABET INC
+$7.9M
218,706
+10%
清仓
SYF
SYNCHRONY FINANCIAL
-$7.5M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$7.5M
26,211
-28%
减持
GLD
SPDR GOLD TR
-$7.4M
31,381
-47%
减持
USFR
WISDOMTREE TR
-$7.3M
199,947
-42%
减持
META
META PLATFORMS INC
+$6.4M
46,656
-4%
清仓
TER
TERADYNE INC
-$6.4M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$6.1M
34,957
+55%
增持
AAPL
APPLE INC
+$5.8M
225,522
+24%
增持
NOW
SERVICENOW INC
+$5.4M
23,044
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$4.9M
76,086
+9%
增持
—
EATON CORP PLC
+$4.8M
41,342
+13%
减持
XLK
SELECT SECTOR SPDR TR
-$4.7M
139,460
-28%
减持
TMUS
T-MOBILE US INC
-$4.3M
24,845
-35%
建仓
DHR
DANAHER CORPORATION
+$4.2M
21,149
减持
BDX
BECTON DICKINSON & CO
-$3.3M
2,929
-82%
增持
PANW
PALO ALTO NETWORKS INC
+$3.3M
94,986
+0%
增持
MRK
MERCK & CO INC
+$3.2M
168,500
+49%
增持
SCHW
SCHWAB CHARLES CORP
+$2.7M
194,299
+1%
减持
ETR
ENTERGY CORP NEW
-$2.6M
136,828
-16%
建仓
RMD
RESMED INC
+$2.4M
9,317
增持
PH
PARKER-HANNIFIN CORP
+$2.2M
23,597
+0%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$2.1M
0
-100%
清仓
IWS
ISHARES TR
-$2.1M
0
-100%
增持
IWN
ISHARES TR
+$2.0M
38,721
+43%
减持
CVX
CHEVRON CORP NEW
-$2.0M
82,773
-0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$2.0M
14,377
增持
C
CITIGROUP INC
+$1.9M
131,495
+1%
减持
BAC
BANK AMERICA CORP
+$1.8M
332,619
-1%
减持
HON
HONEYWELL INTL INC
-$1.7M
10,796
-46%
增持
DIS
DISNEY WALT CO
+$1.7M
63,684
+1%
减持
CRM
SALESFORCE INC
-$1.7M
1,002
-86%
减持
—
EXXON MOBIL CORP
-$1.5M
53,670
-12%
减持
PM
PHILIP MORRIS INTL INC
-$1.4M
61,217
-23%
减持
CI
THE CIGNA GROUP
-$1.4M
43,237
-9%
增持
MA
MASTERCARD INCORPORATED
+$1.4M
40,803
+4%
增持
SYY
SYSCO CORP
+$1.4M
28,362
+175%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$1.3M
22,330
-68%
清仓
ARKF
ARK ETF TR
-$1.2M
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.1M
186,619
+1%
增持
AIG
AMERICAN INTL GROUP INC
+$1.1M
124,438
+14%
清仓
TGT
TARGET CORP
-$1.1M
0
-100%
增持
DE
DEERE & CO
+$1.1M
7,097
+33%
增持
JKHY
HENRY JACK & ASSOC INC
+$1.1M
19,226
+48%
清仓
BKNG
BOOKING HOLDINGS INC
-$1.1M
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.1M
18,730
增持
LNG
CHENIERE ENERGY INC
+$979.0K
30,252
+10%
减持
XLE
SELECT SECTOR SPDR TR
-$968.3K
13,630
-40%
增持
MDLZ
MONDELEZ INTL INC
+$959.6K
29,631
+94%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$942.9K
0
-100%
减持
DDOG
DATADOG INC
-$935.2K
9,648
-57%
清仓
SLB
SCHLUMBERGER LTD
-$921.7K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$921.4K
8,853
+172%
减持
SPYM
SPDR SERIES TRUST
+$888.5K
194,457
-3%
增持
ECL
ECOLAB INC
+$880.9K
55,256
+0%
建仓
PAYC
PAYCOM SOFTWARE INC
+$877.5K
3,792
减持
USFD
US FOODS HLDG CORP
-$869.7K
12,125
-56%
建仓
ADSK
AUTODESK INC
+$862.5K
2,786
减持
JNJ
JOHNSON & JOHNSON
-$841.7K
59,142
-1%
增持
VST
VISTRA CORP
+$835.3K
10,716
+1%
建仓
SNOW
SNOWFLAKE INC
+$819.0K
3,660
增持
AMGN
AMGEN INC
-$816.3K
30,922
+2%
增持
COST
COSTCO WHSL CORP NEW
+$797.1K
2,714
+36%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$791.5K
155,290
+2%
建仓
TTD
THE TRADE DESK INC
+$768.3K
10,673
建仓
NU
NU HLDGS LTD
+$765.3K
55,781
增持
SPSM
SPDR SERIES TRUST
+$763.9K
288,252
+2%
减持
XLI
SELECT SECTOR SPDR TR
-$759.3K
10,101
-41%
增持
APD
AIR PRODS & CHEMS INC
+$739.6K
21,624
+19%
清仓
SQ
BLOCK INC
-$731.4K
0
-100%
建仓
RDDT
REDDIT INC
+$722.7K
4,800
增持
SPDW
SPDR INDEX SHS FDS
+$693.3K
28,003
+131%
减持
TSLA
TESLA INC
+$693.1K
13,368
-3%
增持
SHY
ISHARES TR
+$691.8K
27,826
+43%
减持
ORCL
ORACLE CORP
+$676.1K
8,588
-0%
建仓
MSTR
MICROSTRATEGY INC
+$638.7K
1,580
清仓
PSTG
PURE STORAGE INC
-$623.8K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$602.8K
5,365
-44%
减持
—
JOHNSON CTLS INTL PLC
+$579.2K
26,228
-4%
增持
ADBE
ADOBE INC
+$541.4K
33,149
+4%
增持
KKR
KKR & CO INC
+$540.7K
14,074
+22%
增持
PYPL
PAYPAL HLDGS INC
+$533.4K
47,573
+3%
建仓
PPG
PPG INDS INC
+$528.1K
4,643
减持
AGG
ISHARES TR
-$520.4K
21,514
-20%
减持
PG
PROCTER AND GAMBLE CO
-$501.9K
21,495
-7%
减持
NFLX
NETFLIX INC
+$473.1K
2,191
-17%
增持
BIL
SPDR SERIES TRUST
+$464.3K
7,465
+211%
减持
LPLA
LPL FINL HLDGS INC
+$460.7K
10,849
-2%
减持
VTR
VENTAS INC
-$444.3K
70,030
-1%
减持
IAU
ISHARES GOLD TR
-$436.7K
21,445
-29%
增持
SBUX
STARBUCKS CORP
-$431.9K
132,450
+3%
增持
V
VISA INC
+$414.6K
13,787
+8%
减持
WM
WASTE MGMT INC DEL
-$392.3K
64,028
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$371.9K
4,187
-9%
增持
MELI
MERCADOLIBRE INC
+$371.5K
537
+2%
减持
CL
COLGATE PALMOLIVE CO
-$363.7K
115,184
-0%
增持
INTU
INTUIT
+$362.0K
2,067
+0%
减持
XLF
SELECT SECTOR SPDR TR
+$360.5K
181,675
-1%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$347.8K
4,317
-67%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$338.0K
6,389
-0%
减持
LNT
ALLIANT ENERGY CORP
-$328.5K
77,972
-1%
增持
FTNT
FORTINET INC
+$327.3K
31,108
+1%
增持
PEP
PEPSICO INC
-$301.5K
21,463
+3%
建仓
BA
BOEING CO
+$300.0K
1,432
减持
KMI
KINDER MORGAN INC DEL
+$298.0K
493,344
-1%
减持
WFC
WELLS FARGO CO NEW
+$295.5K
38,412
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$281.1K
9,705
+5%
减持
XLV
SELECT SECTOR SPDR TR
-$276.9K
19,456
-2%
减持
QQQ
INVESCO QQQ TR
+$274.0K
3,801
-2%
减持
ABBV
ABBVIE INC
-$272.6K
9,851
-2%
减持
EFV
ISHARES TR
+$270.6K
77,753
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$269.5K
5,074
-1%
减持
GILD
GILEAD SCIENCES INC
-$268.0K
27,817
-7%
建仓
LQD
ISHARES TR
+$265.0K
2,418
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$264.8K
28,881
+3%
减持
RTX
RTX CORPORATION
+$256.5K
20,252
-1%
减持
XLB
SELECT SECTOR SPDR TR
-$256.2K
17,885
-16%
增持
CAT
CATERPILLAR INC
+$249.3K
2,440
+15%
清仓
NJR
NEW JERSEY RES CORP
-$239.0K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$235.1K
843
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$233.8K
1,650
建仓
GLXY
GALAXY DIGITAL INC.
+$229.8K
10,495
清仓
GLDM
WORLD GOLD TR
-$226.8K
0
-100%
减持
MCK
MCKESSON CORP
-$226.0K
15,402
-10%
增持
O
REALTY INCOME CORP
+$213.9K
127,794
+4%
增持
MPWR
MONOLITHIC PWR SYS INC
+$211.0K
1,363
+1%
增持
IVE
ISHARES TR
+$207.6K
40,297
+0%
建仓
UBER
UBER TECHNOLOGIES INC
+$205.2K
2,199
减持
DASH
DOORDASH INC
+$204.7K
6,603
-15%
减持
BF/B
BROWN FORMAN CORP
-$202.4K
21,226
-7%
建仓
ROK
ROCKWELL AUTOMATION INC
+$202.4K
609
增持
IEF
ISHARES TR
+$198.0K
16,103
+14%
减持
XLP
SELECT SECTOR SPDR TR
-$196.5K
96,279
-2%
减持
PAYX
PAYCHEX INC
-$191.6K
16,351
-2%
增持
NKE
NIKE INC
+$184.1K
18,537
+4%
减持
CSCO
CISCO SYS INC
+$180.5K
29,617
-2%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$159.2K
10,520
-8%
增持
MCD
MCDONALDS CORP
-$159.1K
8,170
+0%
增持
DEEF
DBX ETF TR
+$156.3K
10,916
+56%
增持
CPRT
COPART INC
-$155.5K
23,599
+2%
