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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 126 项
建仓 9
增持 63
减持 50
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$21.5M
273,661
+5%
减持
DUHP
DIMENSIONAL ETF TRUST
-$8.1M
573,957
-31%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$5.8M
124,567
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
ITOT
ISHARES TR
+$5.7M
633,980
-1%
增持
AVLV
AMERICAN CENTY ETF TR
+$3.8M
166,724
+38%
增持
BINC
BLACKROCK ETF TRUST II
+$3.8M
172,898
+69%
减持
LRGF
ISHARES TR
+$3.4M
1,407,083
-4%
减持
IWF
ISHARES TR
+$3.4M
76,659
-0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.3M
1,281,470
+3%
增持
DYNF
BLACKROCK ETF TRUST
+$2.6M
325,998
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.6M
72,282
+45%
增持
IWR
ISHARES TR
+$2.4M
155,874
+14%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.8M
245,192
+14%
增持
AAPL
APPLE INC
+$1.5M
26,701
+3%
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.4M
18,668
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.1M
872,378
+2%
增持
MEAR
ISHARES U S ETF TR
+$1.1M
451,989
+5%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
28,636
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$1.0M
21,516
-0%
减持
EMGF
ISHARES INC
-$1.0M
66,952
-28%
减持
SMLF
ISHARES TR
+$846.7K
477,546
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$809.9K
4,900
+117%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$790.0K
72,010
-20%
增持
GOOGL
ALPHABET INC
+$672.2K
9,733
+1%
清仓
VOO
VANGUARD INDEX FDS
-$554.7K
0
-100%
减持
IEFA
ISHARES TR
+$520.5K
221,836
-2%
增持
MSFT
MICROSOFT CORP
+$481.9K
13,897
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$443.6K
15,656
+1%
增持
GOOG
ALPHABET INC
+$428.1K
4,860
+14%
建仓
HIMU
BLACKROCK ETF TRUST II
+$423.1K
8,602
减持
IXUS
ISHARES TR
+$420.3K
288,146
-5%
减持
TSLA
TESLA INC
+$360.9K
2,881
-1%
减持
AGG
ISHARES TR
-$347.6K
46,035
-8%
增持
ABBV
ABBVIE INC
+$347.0K
6,647
+3%
减持
CTAS
CINTAS CORP
-$346.6K
7,273
-12%
增持
AVGO
BROADCOM INC
+$315.1K
4,313
+7%
清仓
OEF
ISHARES TR
-$304.4K
0
-100%
增持
MCD
MCDONALDS CORP
+$253.6K
2,444
+46%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$246.5K
36,928
+0%
建仓
MU
MICRON TECHNOLOGY INC
+$245.6K
1,468
增持
ORCL
ORACLE CORP
+$245.3K
2,829
+12%
减持
IJS
ISHARES TR
+$234.8K
26,118
-2%
增持
GE
GE AEROSPACE
+$229.3K
1,481
+76%
建仓
APP
APPLOVIN CORP
+$226.3K
315
建仓
PFE
PFIZER INC
+$224.2K
8,800
建仓
BE
BLOOM ENERGY CORP
+$223.9K
2,648
增持
—
EXXON MOBIL CORP
+$223.4K
10,082
+19%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$209.8K
108,293
-2%
减持
IJH
ISHARES TR
+$208.5K
116,176
-2%
建仓
XSVM
INVESCO EXCHANGE TRADED FD T
+$203.9K
3,612
建仓
GEV
GE VERNOVA INC
+$201.1K
327
减持
IWB
ISHARES TR
+$198.6K
8,846
-1%
减持
MUB
ISHARES TR
+$181.8K
93,963
-0%
减持
PG
PROCTER AND GAMBLE CO
-$179.3K
17,193
-3%
减持
COST
COSTCO WHSL CORP NEW
-$178.8K
1,980
-3%
减持
IVW
ISHARES TR
+$175.7K
17,587
-1%
增持
NOBL
PROSHARES TR
+$160.1K
8,821
+19%
减持
ISRG
INTUITIVE SURGICAL INC
-$143.1K
1,347
-2%
增持
IWM
ISHARES TR
+$140.2K
2,464
+17%
增持
VTI
VANGUARD INDEX FDS
+$127.0K
5,224
+0%
减持
QQQ
INVESCO QQQ TR
+$123.9K
2,570
-0%
减持
BAC
BANK AMERICA CORP
+$123.7K
51,140
-4%
减持
HD
HOME DEPOT INC
+$123.5K
3,250
-0%
增持
BX
BLACKSTONE INC
+$120.6K
4,851
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$117.8K
2,210
+6%
减持
IJK
ISHARES TR
+$117.6K
26,710
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$108.7K
4,346
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$106.6K
1,180
+22%
减持
IJR
ISHARES TR
+$103.8K
20,338
-4%
减持
ONEQ
FIDELITY COMWLTH TR
+$101.6K
12,933
-1%
增持
IUSG
ISHARES TR
+$99.6K
7,029
+0%
增持
WMT
WALMART INC
+$94.0K
15,295
+1%
增持
CSX
CSX CORP
+$93.7K
29,551
+1%
减持
ANET
ARISTA NETWORKS INC
+$82.6K
2,008
-2%
增持
AMZN
AMAZON COM INC
+$82.5K
13,252
+3%
减持
EMXC
ISHARES INC
+$77.2K
155,999
-6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$74.1K
2,505
+0%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$69.5K
34,656
-10%
增持
IWN
ISHARES TR
+$69.1K
3,588
+0%
增持
META
META PLATFORMS INC
+$69.0K
2,502
+4%
减持
IJJ
ISHARES TR
-$66.8K
53,031
-6%
减持
RGLD
ROYAL GOLD INC
+$66.3K
2,922
-0%
增持
LLY
ELI LILLY & CO
+$65.1K
638
+18%
减持
IJT
ISHARES TR
+$62.9K
17,073
-3%
增持
KO
COCA COLA CO
-$62.6K
14,639
+0%
清仓
NFE
NEW FORTRESS ENERGY INC
-$62.2K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$58.9K
6,069
+1%
增持
USB
US BANCORP DEL
+$58.0K
12,598
+3%
增持
GOVT
ISHARES TR
+$56.8K
172,725
+1%
减持
GWW
GRAINGER W W INC
-$55.4K
241
-12%
减持
IWD
ISHARES TR
+$54.3K
28,635
-4%
增持
V
VISA INC
+$48.3K
1,864
+13%
增持
NFLX
NETFLIX INC
-$45.2K
427
+3%
增持
MA
MASTERCARD INCORPORATED
+$43.2K
811
+9%
减持
CVX
CHEVRON CORP NEW
+$42.9K
3,832
-1%
增持
RTX
RTX CORPORATION
+$36.4K
1,668
+0%
清仓
REI
RING ENERGY INC
-$35.0K
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$34.0K
9,848
+0%
增持
LOW
LOWES COS INC
+$33.8K
1,117
+0%
减持
HCA
HCA HEALTHCARE INC
+$30.9K
6,326
-9%
减持
EFA
ISHARES TR
-$30.8K
7,982
-8%
增持
T
AT&T INC
+$30.7K
11,102
+14%
减持
VUG
VANGUARD INDEX FDS
+$27.6K
1,733
-5%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$24.4K
3,569
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$23.2K
8,187
+0%
减持
WFC
WELLS FARGO CO NEW
-$22.5K
4,739
-10%
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$20.3K
4,079
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$20.1K
9,738
+0%
减持
AMAT
APPLIED MATLS INC
+$18.1K
1,172
-3%
增持
ABT
ABBOTT LABS
+$16.8K
3,317
+6%
减持
NEE
NEXTERA ENERGY INC
+$15.9K
6,949
-5%
增持
CEG
CONSTELLATION ENERGY CORP
+$13.6K
1,030
+2%
增持
IUSV
ISHARES TR
+$12.3K
2,221
+0%
增持
BA
BOEING CO
+$11.6K
1,636
+0%
减持
XEL
XCEL ENERGY INC
+$10.5K
2,843
-12%
减持
MRK
MERCK & CO INC
+$9.2K
3,511
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$9.1K
2,962
-4%
增持
CMCSA
COMCAST CORP NEW
-$9.0K
8,985
+10%
减持
IEMG
ISHARES INC
+$8.5K
3,842
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$7.5K
4,230
-2%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$6.8K
10,013
+0%
减持
QUAL
ISHARES TR
+$5.7K
52,684
-6%
增持
CSCO
CISCO SYS INC
+$5.7K
5,687
+3%
减持
JNJ
JOHNSON & JOHNSON
-$5.5K
12,485
-18%
增持
NOW
SERVICENOW INC
+$2.4K
226
+13%
增持
IRM
IRON MTN INC DEL
+$147
9,299
+1%
