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Ullmann Financial Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ullmann Financial Group, Inc.
报告期 2026-03-31 · CIK 0001697725
持仓数
156
前50大市值合计
$892.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 128 项
建仓 11
增持 78
减持 37
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$25.7M
260,430
+8%
减持
DUHP
DIMENSIONAL ETF TRUST
-$9.2M
836,754
-29%
减持
ITOT
ISHARES TR
+$8.1M
641,429
-0%
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
AVLV
AMERICAN CENTY ETF TR
+$7.1M
120,556
+587%
增持
MUB
ISHARES TR
+$6.0M
94,031
+162%
减持
LRGF
ISHARES TR
+$5.8M
1,463,380
-4%
减持
IWF
ISHARES TR
+$4.8M
76,674
-0%
增持
BINC
BLACKROCK ETF TRUST II
+$4.4M
102,377
+455%
增持
IWR
ISHARES TR
+$4.2M
137,186
+39%
增持
IEFA
ISHARES TR
+$4.0M
225,778
+15%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.9M
50,013
+598%
增持
MEAR
ISHARES U S ETF TR
+$3.3M
432,145
+18%
减持
DFIC
DIMENSIONAL ETF TRUST
+$3.3M
1,246,148
-2%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$2.1M
90,021
-33%
增持
DYNF
BLACKROCK ETF TRUST
+$2.0M
305,823
+2%
增持
MSFT
MICROSOFT CORP
+$1.9M
13,502
+5%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
27,092
+17%
增持
EMXC
ISHARES INC
+$1.6M
165,573
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.5M
215,141
+14%
减持
IXUS
ISHARES TR
+$1.5M
302,352
-3%
增持
IWB
ISHARES TR
+$1.4M
8,936
+71%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
21,524
+0%
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.1M
856,406
-3%
增持
IJS
ISHARES TR
+$1.0M
26,671
+60%
增持
IVW
ISHARES TR
+$948.9K
17,688
+64%
增持
VTI
VANGUARD INDEX FDS
+$866.8K
5,223
+99%
增持
JPM
JPMORGAN CHASE & CO.
+$737.8K
15,504
+1%
减持
EMGF
ISHARES INC
-$644.7K
92,493
-21%
增持
AGG
ISHARES TR
+$641.6K
50,027
+15%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$594.4K
4,189
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$552.2K
36,907
+0%
增持
AVGO
BROADCOM INC
+$513.1K
4,019
+13%
增持
META
META PLATFORMS INC
+$471.7K
2,396
+6%
增持
AMZN
AMAZON COM INC
+$446.0K
12,887
+3%
增持
AAPL
APPLE INC
-$388.0K
25,904
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$340.8K
964
-21%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$322.1K
6,009
+3%
增持
TSLA
TESLA INC
+$306.0K
2,897
+22%
增持
BAC
BANK AMERICA CORP
+$303.5K
53,140
+0%
增持
GOOGL
ALPHABET INC
+$292.9K
9,612
+6%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$291.2K
110,267
+0%
减持
PG
PROCTER AND GAMBLE CO
-$288.5K
17,707
-3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$285.3K
2,093
增持
HCA
HCA HEALTHCARE INC
+$284.4K
6,957
+1%
减持
NFE
NEW FORTRESS ENERGY INC
-$249.2K
18,740
-50%
建仓
KLAC
KLA CORP
+$248.1K
277
减持
SMLF
ISHARES TR
-$244.4K
510,064
-9%
建仓
RTX
RTX CORPORATION
+$242.7K
1,662
增持
ORCL
ORACLE CORP
+$222.3K
2,517
+7%
减持
QUAL
ISHARES TR
+$222.1K
56,019
-4%
建仓
AMAT
APPLIED MATLS INC
+$221.9K
1,212
建仓
BKNG
BOOKING HOLDINGS INC
+$220.0K
38
减持
JNJ
JOHNSON & JOHNSON
-$219.2K
15,191
-1%
建仓
GE
GE AEROSPACE
+$216.2K
840
增持
QQQ
INVESCO QQQ TR
+$213.2K
2,572
+0%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$211.5K
3,110
增持
IJK
ISHARES TR
+$211.2K
26,859
+0%
建仓
ANET
ARISTA NETWORKS INC
+$209.9K
2,052
建仓
NOW
SERVICENOW INC
+$205.6K
200
清仓
DVY
ISHARES TR
-$202.1K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$200.4K
0
-100%
增持
NFLX
NETFLIX INC
+$194.5K
416
+7%
减持
IJH
ISHARES TR
+$165.9K
118,883
-4%
增持
IUSG
ISHARES TR
+$164.1K
7,028
+0%
增持
IRM
IRON MTN INC DEL
+$158.9K
9,240
+1%
减持
CAT
CATERPILLAR INC
+$153.5K
2,639
-0%
增持
CTAS
CINTAS CORP
+$147.6K
8,253
+0%
减持
IJT
ISHARES TR
+$146.2K
17,686
-0%
减持
WMT
WALMART INC
+$142.2K
15,160
-1%
增持
ABBV
ABBVIE INC
-$140.9K
6,423
+1%
增持
VXUS
VANGUARD STAR FDS
+$133.1K
8,625
+16%
增持
SCHD
SCHWAB STRATEGIC TR
+$132.1K
17,956
+46%
增持
GOOG
ALPHABET INC
+$131.3K
4,260
+7%
减持
CVX
CHEVRON CORP NEW
-$131.3K
3,856
-6%
减持
—
EXXON MOBIL CORP
-$124.7K
8,473
-3%
增持
CEG
CONSTELLATION ENERGY CORP
+$124.1K
1,008
+1%
增持
MAR
MARRIOTT INTL INC NEW
+$113.3K
3,224
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$106.2K
2,869
-22%
增持
XLK
SELECT SECTOR SPDR TR
+$105.6K
2,256
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$101.2K
3,084
+3%
增持
CSX
CSX CORP
+$94.1K
29,288
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$88.8K
1,372
+3%
减持
COST
COSTCO WHSL CORP NEW
+$86.0K
2,032
-0%
减持
IWD
ISHARES TR
+$79.3K
29,735
-2%
增持
GWW
GRAINGER W W INC
+$78.6K
274
+31%
增持
IWP
ISHARES TR
+$77.0K
3,631
+0%
增持
CSCO
CISCO SYS INC
+$71.0K
5,526
+9%
减持
LLY
ELI LILLY & CO
-$68.9K
541
-9%
增持
BA
BOEING CO
+$68.1K
1,630
+2%
增持
WFC
WELLS FARGO CO NEW
+$67.8K
5,239
+7%
增持
VOO
VANGUARD INDEX FDS
+$65.2K
977
+3%
增持
IWM
ISHARES TR
+$56.0K
2,113
+5%
增持
NUE
NUCOR CORP
+$54.0K
5,682
+0%
增持
BX
BLACKSTONE INC
+$48.5K
4,735
+0%
减持
MRK
MERCK & CO INC
-$46.8K
3,606
-3%
减持
EFA
ISHARES TR
+$45.8K
8,682
-3%
建仓
—
TRANSOCEAN LTD
+$44.6K
17,208
增持
V
VISA INC
+$44.1K
1,656
+7%
增持
RGLD
ROYAL GOLD INC
+$42.7K
2,923
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$39.4K
9,836
+0%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$38.8K
38,634
+14%
增持
IEMG
ISHARES INC
+$37.9K
4,078
+6%
减持
IJJ
ISHARES TR
-$35.9K
56,207
-4%
减持
USB
US BANCORP DEL
+$35.2K
12,173
-0%
减持
IWN
ISHARES TR
-$33.5K
3,583
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$31.3K
4,314
+2%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$30.6K
10,009
+0%
减持
IJR
ISHARES TR
-$30.1K
21,163
-6%
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$29.0K
4,069
+0%
减持
GOVT
ISHARES TR
-$24.8K
171,306
-1%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$24.4K
3,565
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$24.1K
8,164
+0%
增持
NEE
NEXTERA ENERGY INC
+$24.0K
7,327
+7%
增持
HD
HOME DEPOT INC
+$19.2K
3,255
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$18.1K
1,951
+2%
减持
ONEQ
FIDELITY COMWLTH TR
+$17.4K
13,123
-14%
减持
DFAX
DIMENSIONAL ETF TRUST
-$17.2K
9,720
-16%
增持
MCD
MCDONALDS CORP
-$14.8K
1,674
+4%
增持
MA
MASTERCARD INCORPORATED
+$14.1K
744
+1%
减持
KO
COCA COLA CO
-$14.1K
14,607
-0%
增持
T
AT&T INC
+$12.7K
9,773
+2%
减持
UNP
UNION PAC CORP
-$10.8K
902
-2%
减持
ABT
ABBOTT LABS
+$8.6K
3,143
-0%
增持
CMCSA
COMCAST CORP NEW
+$8.4K
8,162
+6%
增持
LOW
LOWES COS INC
-$7.5K
1,113
+2%
增持
XEL
XCEL ENERGY INC
-$6.4K
3,213
+1%
增持
IUSV
ISHARES TR
+$5.7K
2,216
+0%
增持
REI
RING ENERGY INC
+$2.0K
44,028
+53%
