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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 65
减持 48
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
GWW
WW GRAINGER INC
+$14.3M
13,910
+1435%
增持
MSFT
MICROSOFT CORP
-$9.9M
110,643
+5%
减持
XLK
SELECT SECTOR SPDR TR
-$8.4M
231,789
-15%
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。
减持
WM
WASTE MGMT INC DEL
-$7.4M
31,644
-53%
增持
SPSM
SPDR SERIES TRUST
+$6.8M
429,834
+45%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$6.6M
26,504
+505%
减持
GOOGL
ALPHABET INC
-$6.3M
204,195
-2%
减持
ETR
ENTERGY CORP NEW
-$5.3M
69,959
-51%
减持
XLB
SELECT SECTOR SPDR TR
-$5.1M
29,804
-80%
减持
AAPL
APPLE INC
-$4.9M
226,942
-1%
增持
NOW
SERVICENOW INC
-$4.8M
126,056
+7%
增持
NVDA
NVIDIA CORPORATION
-$4.5M
392,455
+0%
增持
SBUX
STARBUCKS CORP
+$4.3M
143,162
+41%
增持
UPS
UNITED PARCEL SVCS INC
+$3.5M
50,837
+245%
减持
—
ASML HLDG NV
+$3.5M
16,514
-3%
增持
META
META PLATFORMS INC
-$3.5M
50,576
+3%
清仓
GILD
GILEAD SCIENCES INC
-$3.4M
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$3.2M
0
-100%
清仓
RSPD
INVESCO EXCHANGE TRADED FD T
-$3.1M
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$3.1M
509,342
+0%
增持
LNG
CHENIERE ENERGY INC
+$3.1M
28,950
+10%
增持
CVX
CHEVRON CORPORATION
+$3.1M
55,900
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.1M
31,095
-2%
增持
ADBE
ADOBE INC
-$3.0M
45,856
+14%
增持
USFR
WISDOMTREE TR
+$2.9M
482,711
+14%
清仓
LEN
LENNAR CORP
-$2.8M
0
-100%
减持
MCK
MCKESSON CORP
-$2.8M
11,327
-26%
减持
—
EXXON MOBIL CORP
+$2.7M
55,339
-0%
增持
MA
MASTERCARD INCORPORATED
-$2.6M
42,097
+1%
清仓
HON
HONEYWELL INTL INC
-$2.5M
0
-100%
减持
PH
PARKER-HANNIFIN CORP
-$2.5M
20,060
-14%
增持
AVGO
BROADCOM INC
-$2.5M
77,670
+1%
减持
MRK
MERCK & CO INC
+$2.5M
210,435
-3%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$2.4M
68,341
减持
XLF
SELECT SECTOR SPDR TR
-$2.4M
151,333
-16%
减持
—
JOHNSON CONTROLS INTERNATION
-$2.1M
2,585
-87%
增持
XLY
SELECT SECTOR SPDR TR
+$2.1M
42,521
+100%
增持
JPM
JPMORGAN CHASE & CO
-$2.0M
75,245
+0%
增持
BAC
BANK AMERICA CORP
-$2.0M
336,239
+1%
减持
JNJ
JOHNSON & JOHNSON
+$1.9M
57,328
-2%
增持
MBSF
VALUED ADVISERS TR
+$1.9M
179,090
+73%
增持
DUK
DUKE ENERGY CORP NEW
+$1.8M
111,535
+2%
清仓
KKR
KKR & CO INC
-$1.7M
0
-100%
增持
SOXX
ISHARES TR
+$1.7M
58,924
+0%
减持
MU
MICRON TECHNOLOGY INC
-$1.4M
3,527
-61%
增持
CL
COLGATE PALMOLIVE CO
+$1.4M
126,341
+6%
清仓
IGV
ISHARES TR
-$1.3M
0
-100%
清仓
ADSK
AUTODESK INC
-$1.3M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$1.3M
29,930
-14%
增持
RMD
RESMED INC
+$1.3M
16,009
+66%
增持
XLP
SELECT SECTOR SPDR TR
+$1.2M
133,856
+7%
增持
DE
DEERE & CO
+$1.2M
10,980
+2%
减持
—
EATON CORP PLC
-$1.1M
32,971
-19%
增持
PEP
PEPSICO INC
+$1.1M
28,856
+23%
增持
DHR
DANAHER CORP DEL
-$1.1M
31,039
+2%
减持
TSLA
TESLA INC
-$1.1M
13,244
-1%
减持
PYPL
PAYPAL HLDGS INC
-$1.1M
51,678
-11%
增持
O
REALTY INCOME CORP
+$1.0M
142,997
+4%
减持
FTNT
FORTINET INC
-$1.0M
16,165
-45%
增持
AMZN
AMAZON COM INC
-$1.0M
240,188
+9%
增持
AIG
AMERICAN INTL GROUP INC
-$1.0M
134,307
+3%
建仓
VRT
VERTIV HOLDINGS CO
+$1.0M
4,023
建仓
ABNB
AIRBNB INC
+$965.5K
7,646
增持
DIS
DISNEY WALT CO
-$950.7K
68,318
+3%
减持
SPYM
SPDR SERIES TRUST
-$949.4K
178,807
-2%
减持
LLY
ELI LILLY & CO
-$918.4K
4,299
-5%
清仓
ITB
ISHARES TR
-$882.0K
0
-100%
增持
AMGN
AMGEN INC
+$863.8K
32,536
+1%
清仓
WDAY
WORKDAY INC
-$845.8K
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$845.4K
152,658
-2%
增持
PANW
PALO ALTO NETWORKS INC
-$829.3K
106,434
+10%
增持
EW
EDWARDS LIFESCIENCES CORP
-$821.6K
193,864
+1%
减持
V
VISA INC
-$774.9K
13,564
-2%
建仓
LRCX
LAM RESEARCH CORP
+$768.3K
3,596
建仓
—
TRANE TECHNOLOGIES PLC
+$758.5K
1,820
增持
CRM
SALESFORCE INC
+$755.9K
5,587
+416%
增持
AMAT
APPLIED MATLS INC
+$682.4K
7,874
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$658.9K
15,169
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
+$649.5K
63,424
+2%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$646.3K
8,055
+58%
增持
LNT
ALLIANT ENERGY CORP
+$632.7K
79,887
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$629.4K
6,878
-25%
减持
GLD
SPDR GOLD TR
+$624.4K
19,763
-1%
建仓
—
AMER SPORTS INC
+$615.5K
18,697
建仓
CFG
CITIZENS FINL GROUP INC
+$607.1K
10,123
清仓
BF/B
BROWN FORMAN CORP
-$600.4K
0
-100%
建仓
SYM
SYMBOTIC INC
+$598.3K
11,246
增持
LPLA
LPL FINL HLDGS INC
-$574.2K
13,767
+4%
建仓
APH
AMPHENOL CORP
+$572.4K
4,530
增持
CLX
CLOROX CO DEL
+$545.4K
7,347
+243%
增持
MDLZ
MONDELEZ INTL INC
+$543.5K
15,416
+140%
增持
TMUS
T-MOBILE US INC
+$538.7K
27,969
+6%
增持
COST
COSTCO WHOLESALE CORPORATION
+$512.5K
2,953
+5%
增持
WFC
WELLS FARGO & CO
-$512.5K
38,496
+0%
增持
ANET
ARISTA NETWORKS INC
+$506.1K
10,857
+72%
建仓
MKC
MCCORMICK & CO INC
+$487.0K
9,656
增持
GE
GE AEROSPACE
+$484.4K
2,789
+180%
减持
—
ACCENTURE PLC IRELAND
-$479.5K
6,259
-2%
减持
INTU
INTUIT
-$474.9K
2,021
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$472.9K
62,588
+17%
减持
GOOG
ALPHABET INC
-$445.4K
10,179
-5%
增持
JKHY
HENRY JACK & ASSOC INC
-$430.6K
27,528
+5%
减持
QCOM
QUALCOMM INC
-$426.3K
10,051
-0%
减持
CHRW
C H ROBINSON WORLDWIDE IN
-$425.1K
6,991
-29%
减持
ORCL
ORACLE CORP
-$420.3K
7,127
-5%
清仓
ARKQ
ARK ETF TR
-$398.0K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
-$395.3K
196,638
+4%
增持
HRL
HORMEL FOODS CORP
+$391.0K
26,230
+206%
增持
ECL
ECOLAB INC
+$384.8K
56,897
+1%
减持
VST
VISTRA CORP
-$375.1K
8,785
-16%
增持
C
CITIGROUP INC
-$353.6K
129,446
+0%
减持
SPGI
S&P GLOBAL INC
-$342.2K
3,277
-1%
增持
IWN
ISHARES TR
+$334.2K
38,671
+0%
建仓
—
AMCOR PLC
+$330.6K
8,316
清仓
IPAY
AMPLIFY ETF TR
-$328.3K
0
-100%
清仓
ALM
ALMONTY INDS INC
-$321.4K
0
-100%
清仓
—
AMCOR PLC
-$320.7K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$315.7K
2,561
-3%
增持
EEMA
ISHARES INC
+$311.3K
5,626
+133%
增持
RDDT
REDDIT INC
-$309.9K
3,559
+4%
减持
VTR
VENTAS INC
+$309.7K
71,402
-0%
增持
DASH
DOORDASH INC
-$296.2K
4,323
+4%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$294.8K
0
-100%
减持
CAT
CATERPILLAR INC
+$289.1K
2,295
-2%
减持
MBS
ANGEL OAK FUNDS TRUST
-$279.0K
113,826
-21%
减持
XLE
SELECT SECTOR SPDR TR
+$278.5K
33,710
-16%
减持
NKE
NIKE INC
-$274.4K
22,715
-2%
建仓
FLGB
FRANKLIN TEMPLETON ETF TR
+$266.9K
7,678
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$266.6K
7,368
增持
PG
PROCTER & GAMBLE CO
+$260.8K
19,265
+9%
增持
PAYX
PAYCHEX INC
-$260.3K
17,318
+5%
清仓
EEM
ISHARES TR
-$260.0K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$255.4K
69,990
-1%
减持
XLU
SELECT SECTOR SPDR TR
-$255.3K
13,205
-35%
增持
EOG
EOG RES INC
+$254.4K
5,931
+3%
清仓
JMBS
JANUS DETROIT STR TR
-$244.2K
0
-100%
增持
IEF
ISHARES TR
+$241.8K
17,357
+18%
清仓
SHOP
SHOPIFY INC
-$241.8K
0
-100%
清仓
NEM
NEWMONT CORP
-$239.6K
0
-100%
减持
SYY
SYSCO CORP
-$235.7K
21,350
-11%
清仓
DEEF
DBX ETF TR
-$233.1K
0
-100%
增持
SNOW
SNOWFLAKE INC
-$230.2K
3,628
+2%
增持
MCD
MCDONALDS CORP
+$229.4K
11,957
+5%
建仓
EWL
ISHARES INC
+$227.2K
3,864
减持
TRGP
TARGA RES CORP
+$225.3K
3,664
-3%
减持
ROST
ROSS STORES INC
+$225.1K
8,559
-5%
建仓
INTC
INTEL CORP
+$223.8K
5,072
减持
EFV
ISHARES TR
+$221.6K
77,957
-0%
建仓
MPC
MARATHON PETE CORP
+$221.5K
907
增持
AXP
AMERICAN EXPRESS CO
-$221.1K
3,686
+2%
