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UMA Financial Services, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
UMA Financial Services, Inc.
报告期 2026-03-31 · CIK 0001795173
持仓数
2,057
前50大市值合计
$603.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 125 项
建仓 9
增持 77
减持 36
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
IYW
ISHARES TR
+$4.5M
42,429
增持
EFG
ISHARES TR
+$3.1M
98,199
+39%
减持
SCHJ
SCHWAB STRATEGIC TR
-$2.5M
131,694
-27%
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
IVV
ISHARES TR
+$2.4M
133,582
+2%
增持
SPYM
SPDR SER TR
+$2.3M
365,920
+11%
减持
MTUM
ISHARES TR
-$2.3M
8,213
-63%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$2.3M
85,529
清仓
FTEC
FIDELITY COVINGTON TRUST
-$2.0M
0
-100%
增持
ESGU
ISHARES TR
+$1.8M
219,649
+6%
减持
XSOE
WISDOMTREE TR
-$1.4M
133,495
-17%
减持
COMT
ISHARES U S ETF TR
-$1.1M
40,451
-48%
增持
EFV
ISHARES TR
+$1.0M
201,623
+9%
增持
IEFA
ISHARES TR
+$839.0K
273,143
+2%
增持
ITOT
ISHARES TR
+$729.0K
198,724
+1%
减持
ICSH
ISHARES TR
-$519.0K
41,811
-20%
增持
IJR
ISHARES TR
+$435.0K
62,728
+2%
增持
SCHA
SCHWAB STRATEGIC TR
+$435.0K
47,720
+6%
增持
IJH
ISHARES TR
+$422.0K
19,043
+5%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$420.0K
12,332
增持
VLUE
ISHARES TR
+$372.0K
55,142
+6%
增持
MSFT
MICROSOFT CORP
+$342.0K
13,988
+2%
增持
TSLA
TESLA INC
+$326.0K
1,526
+3%
减持
USMV
ISHARES TR
-$306.0K
20,615
-17%
减持
XLE
SELECT SECTOR SPDR TR
+$296.0K
51,871
-6%
增持
IEMG
ISHARES INC
+$265.0K
91,396
+7%
建仓
PSA
PUBLIC STORAGE
+$259.0K
812
增持
MGC
VANGUARD WORLD FD
+$255.0K
16,869
+8%
建仓
CRM
SALESFORCE COM INC
+$253.0K
868
增持
SCHD
SCHWAB STRATEGIC TR
+$249.0K
24,788
+12%
建仓
ISRG
INTUITIVE SURGICAL INC
+$230.0K
695
建仓
GLD
SPDR GOLD TR
+$221.0K
1,336
建仓
—
THOMSON REUTERS CORP.
+$209.0K
1,798
增持
EXR
EXTRA SPACE STORAGE INC
+$206.0K
11,770
+2%
清仓
VTR
VENTAS INC
-$204.0K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$202.0K
1,040
清仓
EA
ELECTRONIC ARTS INC
-$202.0K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$177.0K
180,800
+1%
增持
IJS
ISHARES TR
+$165.0K
30,927
+0%
减持
AMZN
AMAZON COM INC
-$136.0K
578
-0%
减持
DGRO
ISHARES TR
+$133.0K
170,916
-0%
增持
IXUS
ISHARES TR
+$133.0K
80,025
+1%
增持
VOO
VANGUARD INDEX FDS
+$130.0K
4,759
+5%
增持
ZION
ZIONS BANCORPORATION N A
+$123.0K
9,945
+1%
减持
HUN
HUNTSMAN CORP
+$117.0K
18,917
-0%
减持
—
CO-DIAGNOSTICS INC
-$97.0K
30,375
-9%
增持
PYPL
PAYPAL HLDGS INC
-$96.0K
2,772
+0%
增持
COST
COSTCO WHSL CORP NEW
+$87.0K
1,571
+5%
增持
VGT
VANGUARD WORLD FDS
+$87.0K
6,437
+1%
减持
GOOGL
ALPHABET INC
+$85.0K
339
-0%
增持
AAPL
APPLE INC
-$84.0K
69,515
+1%
减持
COP
CONOCOPHILLIPS
+$82.0K
4,732
-0%
减持
IHI
ISHARES TR
-$82.0K
6,777
-18%
增持
NVDA
NVIDIA CORPORATION
+$76.0K
2,912
+2%
减持
EEMV
ISHARES INC
+$75.0K
110,073
-0%
减持
BND
VANGUARD BD INDEX FDS
-$69.0K
6,275
-10%
增持
GOOG
ALPHABET INC
+$67.0K
254
+4%
增持
META
FACEBOOK INC
-$66.0K
2,550
+0%
增持
IWC
ISHARES TR
+$66.0K
16,105
+1%
减持
NVS
NOVARTIS AG
-$63.0K
3,655
-10%
减持
SCZ
ISHARES TR
+$54.0K
36,023
-0%
增持
STIP
ISHARES TR
+$53.0K
7,301
+8%
增持
IGSB
ISHARES TR
+$51.0K
23,270
+5%
增持
QQQ
INVESCO QQQ TR
+$50.0K
2,714
+4%
增持
ESGE
ISHARES INC
+$49.0K
20,944
+8%
增持
VFMF
VANGUARD WELLINGTON FD
+$48.0K
7,958
+1%
增持
VBR
VANGUARD INDEX FDS
+$46.0K
5,353
+0%
减持
VB
VANGUARD INDEX FDS
-$43.0K
890
-20%
减持
FREL
FIDELITY COVINGTON TRUST
+$42.0K
151,482
-1%
增持
SUB
ISHARES TR
+$40.0K
11,991
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$40.0K
3,504
-6%
增持
ARKF
ARK ETF TR
+$39.0K
5,040
+18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$37.0K
5,649
+23%
增持
SPY
SPDR S&P 500 ETF TR
+$36.0K
1,126
+5%
减持
V
VISA INC
-$35.0K
2,534
-0%
增持
CVX
CHEVRON CORP NEW
+$34.0K
2,718
+2%
减持
T
AT&T INC
-$34.0K
13,035
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$33.0K
600
-0%
减持
EFA
ISHARES TR
-$31.0K
16,100
-4%
增持
JNJ
JOHNSON & JOHNSON
-$31.0K
3,650
+0%
减持
IXG
ISHARES TR
-$27.0K
43,777
-8%
增持
EFAV
ISHARES TR
-$26.0K
86,121
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$25.0K
5,869
-6%
增持
BOND
PIMCO ETF TR
+$25.0K
6,866
+5%
增持
PG
PROCTER AND GAMBLE CO
+$24.0K
2,754
+2%
增持
PEP
PEPSICO INC
+$24.0K
6,589
+0%
增持
HD
HOME DEPOT INC
+$23.0K
954
+0%
增持
PFE
PFIZER INC
+$21.0K
11,679
+4%
增持
DAL
DELTA AIR LINES INC DEL
+$21.0K
6,080
+9%
增持
GSBD
GOLDMAN SACHS BDC INC
+$21.0K
12,452
+10%
增持
QCOM
QUALCOMM INC
-$20.0K
1,747
+0%
减持
EEM
ISHARES TR
-$20.0K
11,588
-1%
增持
IDEV
ISHARES TR
+$20.0K
9,015
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$19.0K
12,895
+6%
增持
WMT
WALMART INC
+$18.0K
3,455
+4%
增持
INTC
INTEL CORP
-$17.0K
11,424
+0%
增持
ARKQ
ARK ETF TR
+$17.0K
3,454
+7%
增持
KMI
KINDER MORGAN INC DEL
+$16.0K
11,280
+3%
增持
SLYV
SPDR SER TR
+$16.0K
3,533
+0%
减持
VNQ
VANGUARD INDEX FDS
+$16.0K
20,245
-1%
减持
DHR
DANAHER CORPORATION
-$15.0K
1,116
-8%
增持
VO
VANGUARD INDEX FDS
+$15.0K
1,409
+0%
增持
—
UNILEVER PLC
-$12.0K
4,942
+0%
增持
TIP
ISHARES TR
+$12.0K
2,153
+5%
减持
IVE
ISHARES TR
+$11.0K
4,029
-1%
增持
MUB
ISHARES TR
+$11.0K
15,921
+2%
减持
SPGI
S&P GLOBAL INC
+$10.0K
474
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$10.0K
5,363
+0%
增持
ARKG
ARK ETF TR
-$9.0K
2,808
+10%
增持
MRK
MERCK & CO INC
+$9.0K
4,275
+0%
增持
IXN
ISHARES TR
+$8.0K
5,445
+1%
减持
NEAR
ISHARES U S ETF TR
-$7.0K
4,418
-3%
增持
—
MEDTRONIC PLC
+$7.0K
2,758
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.0K
7,527
+4%
增持
D
DOMINION ENERGY INC
-$6.0K
5,029
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$5.0K
1,494
+0%
增持
IYR
ISHARES TR
+$5.0K
2,773
+0%
增持
MCD
MCDONALDS CORP
+$5.0K
1,525
+0%
减持
SCHB
SCHWAB STRATEGIC TR
+$4.0K
5,226
-2%
增持
RWO
SPDR INDEX SHS FDS
+$4.0K
6,959
+0%
增持
JPIN
J P MORGAN EXCHANGE-TRADED F
+$3.0K
6,778
+2%
减持
DIS
DISNEY WALT CO
+$3.0K
3,043
-0%
减持
CPRT
COPART INC
-$2.0K
1,398
-1%
增持
USIG
ISHARES TR
+$2.0K
7,048
+2%
增持
AGG
ISHARES TR
+$1.0K
8,597
+2%
增持
ARKK
ARK ETF TR
+$0
1,729
+5%
