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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 65
减持 70
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$16.1M
393,079
+8%
减持
CI
THE CIGNA GROUP
-$14.0M
1,131
-97%
减持
GOOGL
ALPHABET INC
+$12.6M
210,479
-4%
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
+$12.0M
228,650
+1%
增持
USFR
WISDOMTREE TR
+$8.6M
371,379
+86%
减持
AVGO
BROADCOM INC
-$6.3M
75,758
-33%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.0M
32,161
+23%
增持
SOXX
ISHARES TR
+$3.9M
59,170
+17%
增持
ADBE
ADOBE INC
+$3.5M
46,216
+39%
增持
—
ASML HOLDING N V
+$3.4M
16,479
+5%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$3.4M
404,052
+20%
减持
CVX
CHEVRON CORP NEW
-$3.3M
55,138
-33%
减持
WMB
WILLIAMS COS INC
-$3.2M
17,933
-74%
减持
XLK
SELECT SECTOR SPDR TR
+$3.1M
136,447
-2%
增持
MRK
MERCK & CO INC
+$2.6M
190,265
+13%
增持
NOW
SERVICENOW INC
-$2.4M
23,094
+0%
建仓
LEN
LENNAR CORP
+$2.3M
18,561
减持
C
CITIGROUP INC
+$2.0M
129,908
-1%
减持
JNJ
JOHNSON & JOHNSON
+$1.9M
59,121
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$1.8M
36,051
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$1.8M
75,515
-1%
增持
ETR
ENTERGY CORP NEW
+$1.7M
140,404
+3%
减持
TSLA
TESLA INC
+$1.5M
12,951
-3%
减持
GLD
SPDR GOLD TR
+$1.5M
31,136
-1%
减持
BAC
BANK AMERICA CORP
+$1.4M
331,846
-0%
减持
PH
PARKER-HANNIFIN CORP
+$1.3M
23,468
-1%
增持
SPSM
SPDR SERIES TRUST
+$1.3M
292,958
+2%
增持
HD
HOME DEPOT INC
+$1.3M
29,767
+1%
增持
SPDW
SPDR INDEX SHS FDS
+$1.2M
53,747
+92%
减持
MSFT
MICROSOFT CORP
+$1.0M
102,890
-2%
增持
CL
COLGATE PALMOLIVE CO
-$976.0K
118,766
+3%
增持
PM
PHILIP MORRIS INTL INC
-$962.8K
62,804
+3%
减持
CSCO
CISCO SYS INC
-$954.9K
16,077
-46%
建仓
ANET
ARISTA NETWORKS INC
+$909.1K
6,239
减持
TXN
TEXAS INSTRS INC
-$902.5K
1,151
-79%
建仓
ROL
ROLLINS INC
+$895.6K
15,247
增持
—
EATON CORP PLC
+$894.8K
41,826
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$862.4K
13,095
+48%
增持
DUK
DUKE ENERGY CORP NEW
+$854.0K
107,596
+2%
建仓
GWW
GRAINGER W W INC
+$851.0K
893
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$839.5K
3,236
减持
FTNT
FORTINET INC
-$831.3K
29,227
-6%
增持
GOOG
ALPHABET INC
+$830.2K
10,569
+8%
建仓
ZTS
ZOETIS INC
+$828.9K
5,665
增持
O
REALTY INCOME CORP
+$760.7K
133,623
+5%
增持
MCK
MCKESSON CORP
+$739.3K
15,566
+1%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$735.8K
155,448
+0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$711.1K
2,944
-30%
增持
PEP
PEPSICO INC
+$702.2K
25,179
+17%
增持
AIG
AMERICAN INTL GROUP INC
-$696.9K
126,735
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$666.3K
6,228
+23%
清仓
LULU
LULULEMON ATHLETICA INC
-$646.7K
0
-100%
减持
IWN
ISHARES TR
+$643.9K
38,191
-1%
增持
SBUX
STARBUCKS CORP
-$638.3K
135,912
+3%
建仓
ALM
ALMONTY INDS INC
+$633.1K
105,000
增持
MSTR
STRATEGY INC
+$613.1K
3,885
+146%
增持
JKHY
HENRY JACK & ASSOC INC
-$569.5K
19,435
+1%
减持
—
JOHNSON CTLS INTL PLC
-$555.1K
20,146
-23%
减持
DASH
DOORDASH INC
-$550.9K
3,959
-40%
增持
DIS
DISNEY WALT CO
-$508.1K
64,536
+1%
减持
LPLA
LPL FINL HLDGS INC
-$501.3K
10,721
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$469.7K
27,165
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$465.7K
190,567
-2%
减持
VTR
VENTAS INC
+$464.8K
69,827
-0%
减持
META
META PLATFORMS INC
-$456.8K
46,270
-1%
减持
ORCL
ORACLE CORP
+$454.0K
8,290
-3%
减持
LNT
ALLIANT ENERGY CORP
+$453.4K
76,672
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$433.3K
13,119
-9%
减持
ABBV
ABBVIE INC
+$421.5K
9,717
-1%
减持
MU
MICRON TECHNOLOGY INC
+$378.7K
9,056
-2%
增持
AMGN
AMGEN INC
+$373.6K
31,919
+3%
减持
RTX
RTX CORPORATION
+$370.0K
19,884
-2%
减持
IVE
ISHARES TR
+$362.4K
39,888
-1%
增持
KMI
KINDER MORGAN INC DEL
-$362.2K
499,547
+1%
减持
MELI
MERCADOLIBRE INC
-$358.9K
447
-17%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$351.8K
10,281
-2%
增持
ECL
ECOLAB INC
+$351.6K
55,649
+1%
增持
DE
DEERE & CO
-$350.3K
7,126
+0%
增持
—
EXXON MOBIL CORP
+$326.3K
54,208
+1%
减持
J
JACOBS SOLUTIONS INC
+$314.5K
18,676
-1%
减持
PAYX
PAYCHEX INC
-$307.8K
16,335
-0%
减持
RDDT
REDDIT INC
+$306.2K
4,474
-7%
减持
IAU
ISHARES GOLD TR
-$304.7K
14,190
-34%
增持
MA
MASTERCARD INCORPORATED
+$296.9K
40,833
+0%
建仓
NEM
NEWMONT CORP
+$286.1K
3,393
增持
SPEM
SPDR INDEX SHS FDS
+$285.8K
20,355
+30%
建仓
EEM
ISHARES TR
+$276.1K
5,170
减持
HON
HONEYWELL INTL INC
-$275.8K
10,634
-2%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$274.6K
4,823
-25%
增持
NKE
NIKE INC
+$268.8K
22,740
+23%
减持
—
ACCENTURE PLC IRELAND
-$259.8K
4,597
-1%
建仓
TRV
TRAVELERS COMPANIES INC
+$259.5K
929
减持
EFV
ISHARES TR
+$255.8K
76,538
-2%
减持
V
VISA INC
-$254.8K
13,592
-1%
增持
WM
WASTE MGMT INC DEL
-$254.8K
65,191
+2%
建仓
OKLO
OKLO INC
+$253.3K
2,269
减持
INTU
INTUIT
-$251.3K
2,016
-2%
减持
TTD
THE TRADE DESK INC
-$250.7K
10,562
-1%
增持
NFLX
NETFLIX INC
-$242.5K
2,245
+2%
增持
PYPL
PAYPAL HLDGS INC
-$236.5K
49,197
+3%
增持
CAT
CATERPILLAR INC
+$229.3K
2,466
+1%
减持
ED
CONSOLIDATED EDISON INC
-$228.1K
7,151
-24%
建仓
SHOP
SHOPIFY INC
+$222.9K
1,500
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$222.0K
5,291
增持
AGG
ISHARES TR
+$203.3K
23,317
+8%
减持
MPWR
MONOLITHIC PWR SYS INC
+$200.9K
1,301
-5%
清仓
UNP
UNION PAC CORP
-$200.9K
0
-100%
减持
ROST
ROSS STORES INC
+$200.1K
9,119
-2%
减持
XLB
SELECT SECTOR SPDR TR
-$199.2K
15,301
-14%
减持
FE
FIRSTENERGY CORP
+$198.1K
40,101
-2%
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$196.9K
7,967
-43%
减持
LOW
LOWES COS INC
+$191.9K
6,831
-1%
增持
SYY
SYSCO CORP
+$188.8K
28,381
+0%
减持
SPGI
S&P GLOBAL INC
-$188.6K
3,271
-3%
增持
GD
GENERAL DYNAMICS CORP
+$188.4K
3,170
+4%
增持
APD
AIR PRODS & CHEMS INC
-$183.6K
21,692
+0%
增持
TMUS
T-MOBILE US INC
+$177.6K
25,471
+3%
减持
BIL
SPDR SERIES TRUST
-$174.1K
5,566
-25%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$165.1K
9,579
-0%
减持
KKR
KKR & CO INC
-$159.1K
13,183
-6%
增持
LNG
CHENIERE ENERGY INC
-$157.3K
30,683
+1%
减持
DEEF
DBX ETF TR
-$156.0K
6,112
-44%
增持
LLY
ELI LILLY & CO
+$154.8K
4,570
+7%
减持
VMC
VULCAN MATLS CO
+$151.6K
3,662
-2%
减持
PG
PROCTER AND GAMBLE CO
-$150.8K
21,307
-1%
减持
QQQ
INVESCO QQQ TR
+$145.9K
3,735
-2%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$141.4K
3,289
-1%
减持
DDOG
DATADOG INC
-$139.4K
8,122
-16%
减持
ITW
ILLINOIS TOOL WKS INC
+$133.9K
10,026
-0%
减持
AMAT
APPLIED MATLS INC
+$131.6K
7,150
-2%
增持
—
LINDE PLC
+$127.7K
1,293
+25%
增持
MDLZ
MONDELEZ INTL INC
-$127.4K
29,950
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$127.2K
189,311
+1%
增持
HRL
HORMEL FOODS CORP
-$125.0K
24,325
+1%
减持
SPMD
SPDR SERIES TRUST
+$122.6K
52,598
-1%
减持
RMD
RESMED INC
+$121.9K
9,227
-1%
增持
ISRG
INTUITIVE SURGICAL INC
-$118.0K
2,651
+11%
减持
NEE
NEXTERA ENERGY INC
+$118.0K
20,752
-1%
增持
TROW
PRICE T ROWE GROUP INC
+$117.3K
16,994
+1%
增持
COST
COSTCO WHSL CORP NEW
-$117.0K
2,776
+2%
减持
CLX
CLOROX CO DEL
+$114.8K
41,197
-0%
减持
SUSL
ISHARES TR
-$114.8K
3,072
-30%
增持
QCOM
QUALCOMM INC
+$112.9K
10,144
+3%
增持
AMZN
AMAZON COM INC
+$112.0K
221,386
+0%
增持
IEF
ISHARES TR
+$110.8K
17,137
+6%
增持
ES
EVERSOURCE ENERGY
+$108.7K
13,288
+1%
增持
XLP
SELECT SECTOR SPDR TR
-$104.2K
98,143
+2%
减持
DHR
DANAHER CORPORATION
-$95.6K
20,590
-3%
增持
UBER
UBER TECHNOLOGIES INC
+$95.0K
3,064
+39%
增持
AOS
SMITH A O CORP
+$90.1K
9,181
+3%
