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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 20
增持 76
减持 44
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC
+$13.9M
207,797
-1%
清仓
IVE
ISHARES TR
-$8.2M
0
-100%
增持
MRK
MERCK & CO INC
+$6.9M
217,195
+14%
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
XLB
SELECT SECTOR SPDR TR
+$5.3M
146,277
+856%
减持
CLX
CLOROX CO DEL
-$4.9M
2,142
-95%
减持
APD
AIR PRODS & CHEMS INC
-$4.8M
4,383
-80%
增持
AAPL
APPLE INC
+$4.3M
229,928
+1%
增持
NOW
SERVICENOW INC
-$3.2M
117,572
+409%
建仓
DG
DOLLAR GEN CORP NEW
+$3.2M
24,348
减持
GLD
SPDR GOLD TR
-$3.2M
19,882
-36%
建仓
RSPD
INVESCO EXCHANGE TRADED FD T
+$3.1M
55,154
减持
SBUX
STARBUCKS CORP
-$3.0M
101,299
-25%
增持
DHR
DANAHER CORPORATION
+$2.9M
30,543
+48%
减持
—
EATON CORP PLC
-$2.7M
40,551
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.7M
31,641
-2%
增持
USFR
WISDOMTREE TR
+$2.7M
424,621
+14%
减持
PH
PARKER-HANNIFIN CORP
+$2.7M
23,276
-1%
建仓
MBSF
VALUED ADVISERS TR
+$2.6M
103,262
建仓
RJF
RAYMOND JAMES FINL INC
+$2.6M
15,927
增持
MSFT
MICROSOFT CORP
-$2.5M
105,120
+2%
减持
AMZN
AMAZON COM INC
+$2.4M
221,108
-0%
增持
—
ASML HOLDING N V
+$2.3M
17,101
+4%
减持
ADBE
ADOBE INC
-$2.2M
40,364
-13%
减持
LNG
CHENIERE ENERGY INC
-$2.1M
26,396
-14%
增持
XLP
SELECT SECTOR SPDR TR
+$2.0M
125,358
+28%
增持
JKHY
HENRY JACK & ASSOC INC
+$1.9M
26,201
+35%
减持
C
CITIGROUP INC
+$1.8M
128,838
-1%
增持
DE
DEERE & CO
+$1.7M
10,718
+50%
减持
SOXX
ISHARES TR
+$1.7M
58,811
-1%
增持
PANW
PALO ALTO NETWORKS INC
-$1.6M
97,138
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.6M
191,745
+1%
增持
AMGN
AMGEN INC
+$1.6M
32,336
+1%
增持
HD
HOME DEPOT INC
-$1.5M
30,594
+3%
增持
META
META PLATFORMS INC
-$1.5M
49,155
+6%
减持
MDLZ
MONDELEZ INTL INC
-$1.5M
6,410
-79%
增持
AVGO
BROADCOM INC
+$1.5M
76,603
+1%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$1.4M
155,302
-0%
减持
LLY
ELI LILLY & CO
+$1.4M
4,533
-1%
建仓
IGV
ISHARES TR
+$1.3M
12,470
增持
BAC
BANK AMERICA CORP
+$1.2M
333,612
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$1.2M
34,736
-4%
增持
AIG
AMERICAN INTL GROUP INC
+$1.2M
129,932
+3%
增持
LPLA
LPL FINL HLDGS INC
+$1.1M
13,203
+23%
减持
JNJ
JOHNSON & JOHNSON
+$1.1M
58,432
-1%
增持
PM
PHILIP MORRIS INTL INC
+$1.1M
70,553
+12%
增持
MU
MICRON TECHNOLOGY INC
+$1.1M
9,145
+1%
清仓
CPRT
COPART INC
-$1.1M
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.1M
0
-100%
增持
MCD
MCDONALDS CORP
+$1.0M
11,408
+41%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$953.0K
2,033
增持
TXN
TEXAS INSTRS INC
+$933.4K
6,599
+473%
建仓
ITB
ISHARES TR
+$882.0K
9,159
减持
ORCL
ORACLE CORP
-$862.8K
7,536
-9%
建仓
WDAY
WORKDAY INC
+$845.8K
3,938
增持
XLI
SELECT SECTOR SPDR TR
+$836.0K
15,174
+54%
减持
UPS
UNITED PARCEL SERVICE INC
-$806.8K
14,743
-46%
清仓
PAYC
PAYCOM SOFTWARE INC
-$794.3K
0
-100%
增持
GOOG
ALPHABET INC
+$791.3K
10,725
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$765.7K
272,450
+100%
增持
TMUS
T-MOBILE US INC
-$761.5K
26,279
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$757.7K
9,201
-30%
减持
PG
PROCTER AND GAMBLE CO
-$752.0K
17,597
-17%
增持
AMD
ADVANCED MICRO DEVICES INC
+$717.1K
13,241
+1%
建仓
TRGP
TARGA RES CORP
+$693.4K
3,758
增持
XLE
SELECT SECTOR SPDR TR
+$687.2K
39,959
+225%
减持
SCHW
SCHWAB CHARLES CORP
+$681.9K
188,923
-1%
增持
MSTR
STRATEGY INC
-$643.2K
4,005
+3%
增持
VTR
VENTAS INC
+$642.3K
71,460
+2%
增持
—
ACCENTURE PLC IRELAND
+$587.0K
6,413
+40%
建仓
PWR
QUANTA SVCS INC
+$582.9K
1,381
减持
SYY
SYSCO CORP
-$578.3K
23,864
-16%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$576.8K
415,274
+3%
减持
MCK
MCKESSON CORP
+$564.6K
15,349
-1%
增持
—
EXXON MOBIL CORP
+$564.5K
55,480
+2%
清仓
EQIX
EQUINIX INC
-$561.6K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$545.0K
7,817
+9%
清仓
TTD
THE TRADE DESK INC
-$517.6K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
-$499.8K
109,335
+2%
增持
ECL
ECOLAB INC
-$489.1K
56,189
+1%
建仓
VEEV
VEEVA SYS INC
+$488.2K
2,187
增持
SPYM
SPDR SERIES TRUST
+$483.5K
182,438
+1%
增持
LEN
LENNAR CORP
+$479.5K
27,421
+48%
增持
MA
MASTERCARD INCORPORATED
+$456.5K
41,484
+2%
增持
ADSK
AUTODESK INC
+$428.7K
4,422
+60%
减持
NVDA
NVIDIA CORPORATION
-$421.4K
390,988
-1%
增持
WFC
WELLS FARGO CO NEW
+$418.3K
38,381
+2%
建仓
BND
VANGUARD BD INDEX FDS
+$405.0K
5,468
增持
O
REALTY INCOME CORP
-$400.0K
137,004
+3%
减持
HRL
HORMEL FOODS CORP
-$398.7K
8,568
-65%
增持
MBS
ANGEL OAK FUNDS TRUST
+$395.8K
144,622
+45%
增持
ZTS
ZOETIS INC
+$392.4K
9,707
+71%
增持
EFV
ISHARES TR
+$382.9K
78,063
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$375.3K
180,291
+2%
增持
SPSM
SPDR SERIES TRUST
+$363.1K
297,330
+1%
增持
NUE
NUCOR CORP
+$344.3K
11,908
+1%
增持
OZ
BELPOINTE PREP LLC
+$343.9K
89,354
+5%
减持
IAU
ISHARES GOLD TR
-$342.9K
8,497
-40%
增持
XLY
SELECT SECTOR SPDR TR
+$340.5K
21,260
+132%
增持
VST
VISTRA CORP
-$336.2K
10,511
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$330.6K
74,950
-1%
建仓
IPAY
AMPLIFY ETF TR
+$328.3K
6,308
增持
GILD
GILEAD SCIENCES INC
+$327.0K
27,347
+0%
减持
ALM
ALMONTY INDS INC
-$311.7K
36,483
-65%
减持
ISRG
INTUITIVE SURGICAL INC
+$310.7K
2,642
-0%
建仓
GE
GE AEROSPACE
+$307.0K
997
清仓
ARKB
ARK 21SHARES BITCOIN ETF
-$302.9K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$300.2K
0
-100%
增持
HON
HONEYWELL INTL INC
+$299.1K
13,007
+22%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$294.8K
4,919
减持
RTX
RTX CORPORATION
+$278.3K
19,659
-1%
增持
WMT
WALMART INC
+$271.3K
12,541
+15%
增持
QQQ
INVESCO QQQ TR
+$268.5K
4,088
+9%
增持
—
JOHNSON CTLS INTL PLC
+$256.0K
20,636
+2%
增持
VOO
VANGUARD INDEX FDS
+$253.9K
949
+70%
清仓
OKLO
OKLO INC
-$253.3K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$251.0K
66,666
+2%
增持
TSLA
TESLA INC
+$247.3K
13,357
+3%
增持
IWN
ISHARES TR
+$244.9K
38,615
+1%
建仓
JMBS
JANUS DETROIT STR TR
+$244.2K
5,345
减持
RDDT
REDDIT INC
-$239.8K
3,433
-23%
减持
ROST
ROSS STORES INC
+$239.4K
9,043
-1%
增持
J
JACOBS SOLUTIONS INC
-$238.6K
19,328
+3%
减持
IEF
ISHARES TR
-$238.2K
14,712
-14%
减持
IYR
ISHARES TR
-$234.8K
2,247
-51%
增持
V
VISA INC
+$234.5K
13,899
+2%
建仓
GEV
GE VERNOVA INC
+$227.5K
348
建仓
EEMA
ISHARES INC
+$227.3K
2,418
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$224.9K
9,866
-4%
建仓
EZU
ISHARES INC
+$222.6K
3,472
减持
AGG
ISHARES TR
-$217.9K
21,221
-9%
增持
PAYX
PAYCHEX INC
-$215.0K
16,541
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$211.6K
3,010
+2%
减持
EOG
EOG RES INC
-$211.4K
5,742
-21%
清仓
ATR
APTARGROUP INC
-$210.6K
0
-100%
增持
RMD
RESMED INC
-$203.2K
9,642
+4%
增持
CSCO
CISCO SYS INC
+$201.7K
16,898
+5%
建仓
FDX
FEDEX CORP
+$200.1K
693
增持
SPEM
SPDR INDEX SHS FDS
+$198.3K
24,591
+21%
减持
SNPS
SYNOPSYS INC
-$190.6K
1,694
-15%
增持
NFLX
NETFLIX INC
-$190.5K
26,675
+1088%
减持
XLV
SELECT SECTOR SPDR TR
+$185.3K
18,623
-4%
减持
PEP
PEPSICO INC
-$165.9K
23,483
-7%
减持
CAT
CATERPILLAR INC
+$160.2K
2,334
-5%
增持
KMI
KINDER MORGAN INC DEL
-$149.0K
509,029
+2%
增持
DIS
DISNEY WALT CO
+$145.8K
66,232
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$145.2K
62,225
+2%
增持
SPGI
S&P GLOBAL INC
+$144.0K
3,322
+2%
减持
FCX
FREEPORT-MCMORAN INC
+$139.7K
12,400
-1%
增持
COST
COSTCO WHSL CORP NEW
-$139.3K
2,818
+2%
增持
KO
COCA COLA CO
+$133.4K
21,470
+4%
