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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 132 项
建仓 9
增持 69
减持 46
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$3.8M
419,284
+15%
增持
IVV
ISHARES TR
+$3.0M
134,171
+0%
增持
ESGU
ISHARES TR
+$3.0M
241,874
+10%
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
AAPL
APPLE INC
+$2.9M
75,171
+8%
增持
USMV
ISHARES TR
+$2.3M
49,403
+140%
增持
ITOT
ISHARES TR
+$1.3M
206,584
+4%
减持
XSOE
WISDOMTREE TR
-$1.3M
105,660
-21%
减持
SCHJ
SCHWAB STRATEGIC TR
-$1.3M
107,972
-18%
减持
IYW
ISHARES TR
-$1.2M
30,528
-28%
增持
EFV
ISHARES TR
+$1.2M
225,065
+12%
增持
EFG
ISHARES TR
+$820.0K
107,717
+10%
减持
IXG
ISHARES TR
-$660.0K
34,973
-20%
增持
IJH
ISHARES TR
+$531.0K
20,667
+9%
建仓
USXF
ISHARES TR
+$489.0K
12,916
增持
MGC
VANGUARD WORLD FD
+$428.0K
18,830
+12%
建仓
ESGD
ISHARES TR
+$421.0K
5,290
建仓
EUSB
ISHARES TR
+$397.0K
8,157
增持
SUB
ISHARES TR
+$366.0K
15,455
+29%
建仓
QUAL
ISHARES TR
+$315.0K
2,244
增持
TSLA
TESLA INC
+$305.0K
1,549
+2%
减持
EXR
EXTRA SPACE STORAGE INC
+$291.0K
11,729
-0%
清仓
ARKF
ARK ETF TR
-$267.0K
0
-100%
清仓
CRM
SALESFORCE COM INC
-$253.0K
0
-100%
建仓
LOW
LOWES COS INC
+$245.0K
974
增持
XLE
SELECT SECTOR SPDR TR
+$222.0K
52,096
+0%
建仓
DMXF
ISHARES TR
+$221.0K
3,248
减持
DGRO
ISHARES TR
+$217.0K
163,793
-4%
建仓
—
DUKE REALTY CORP
+$211.0K
3,500
清仓
ARKG
ARK ETF TR
-$211.0K
0
-100%
清仓
—
THOMSON REUTERS CORP.
-$209.0K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$206.0K
929
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$205.0K
3,917
清仓
CPRT
COPART INC
-$203.0K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$202.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$202.0K
0
-100%
增持
MUB
ISHARES TR
+$201.0K
17,669
+11%
清仓
ARKK
ARK ETF TR
-$200.0K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$200.0K
51,389
+8%
增持
VGT
VANGUARD WORLD FDS
+$197.0K
6,669
+4%
减持
SCZ
ISHARES TR
-$195.0K
35,171
-2%
减持
VLUE
ISHARES TR
-$183.0K
49,184
-11%
增持
SCHD
SCHWAB STRATEGIC TR
+$181.0K
25,597
+3%
增持
IXUS
ISHARES TR
+$176.0K
85,119
+6%
增持
COST
COSTCO WHSL CORP NEW
+$169.0K
1,641
+4%
增持
IEMG
ISHARES INC
-$160.0K
94,698
+4%
增持
IJR
ISHARES TR
+$160.0K
63,504
+1%
增持
ESGE
ISHARES INC
+$156.0K
26,517
+27%
增持
QCOM
QUALCOMM INC
+$154.0K
2,116
+21%
增持
MSFT
MICROSOFT CORP
+$150.0K
14,027
+0%
减持
FREL
FIDELITY COVINGTON TRUST
+$142.0K
149,135
-2%
增持
IWC
ISHARES TR
-$137.0K
16,279
+1%
增持
PYPL
PAYPAL HLDGS INC
-$131.0K
3,265
+18%
增持
VNQ
VANGUARD INDEX FDS
+$125.0K
20,522
+1%
增持
COMT
ISHARES U S ETF TR
-$119.0K
44,881
+11%
减持
NOW
SERVICENOW INC
-$114.0K
1,129
-1%
减持
AMZN
AMAZON COM INC
-$110.0K
572
-1%
增持
META
FACEBOOK INC
+$102.0K
2,802
+10%
增持
PEP
PEPSICO INC
+$101.0K
6,590
+0%
减持
IJS
ISHARES TR
-$94.0K
29,469
-5%
增持
EEMV
ISHARES INC
-$94.0K
110,113
+0%
增持
VOO
VANGUARD INDEX FDS
+$92.0K
4,766
+0%
增持
STIP
ISHARES TR
+$91.0K
8,215
+13%
减持
MTUM
ISHARES TR
-$89.0K
8,152
-1%
增持
IHI
ISHARES TR
+$86.0K
8,248
+22%
减持
DFAC
DIMENSIONAL ETF TRUST
-$81.0K
171,518
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$77.0K
3,355
-4%
减持
EFAV
ISHARES TR
-$75.0K
85,558
-1%
减持
HUN
HUNTSMAN CORP
+$71.0K
18,869
-0%
增持
—
CO-DIAGNOSTICS INC
+$64.0K
34,375
+13%
减持
—
MEDTRONIC PLC
-$63.0K
2,753
-0%
增持
VFMF
VANGUARD WELLINGTON FD
+$62.0K
8,237
+4%
增持
JNJ
JOHNSON & JOHNSON
+$61.0K
3,735
+2%
减持
ZION
ZIONS BANCORPORATION N A
+$60.0K
9,676
-3%
增持
PG
PROCTER AND GAMBLE CO
+$60.0K
2,815
+2%
减持
DIS
DISNEY WALT CO
-$60.0K
3,022
-1%
减持
IGSB
ISHARES TR
-$53.0K
22,620
-3%
增持
IEFA
ISHARES TR
+$53.0K
279,009
+2%
减持
V
VISA INC
-$49.0K
2,471
-2%
减持
JPIN
J P MORGAN EXCHANGE-TRADED F
-$49.0K
6,197
-9%
减持
T
AT&T INC
-$48.0K
10,935
-16%
减持
GOOGL
ALPHABET INC
-$48.0K
332
-2%
增持
IXN
ISHARES TR
+$47.0K
5,974
+10%
增持
IVE
ISHARES TR
+$46.0K
4,129
+2%
增持
CVX
CHEVRON CORP NEW
+$43.0K
2,729
+0%
减持
LULU
LULULEMON ATHLETICA INC
-$43.0K
771
-2%
增持
HD
HOME DEPOT INC
+$42.0K
955
+0%
减持
GSBD
GOLDMAN SACHS BDC INC
-$42.0K
10,012
-20%
增持
XLK
SELECT SECTOR SPDR TR
+$40.0K
1,647
+10%
减持
NVDA
NVIDIA CORPORATION
+$40.0K
2,486
-15%
增持
D
DOMINION ENERGY INC
+$36.0K
5,031
+0%
增持
EEM
ISHARES TR
-$33.0K
11,644
+0%
增持
ICSH
ISHARES TR
+$30.0K
42,481
+2%
减持
ARKQ
ARK ETF TR
-$28.0K
3,426
-1%
减持
MMM
3M CO
-$26.0K
6,709
-1%
减持
NVS
NOVARTIS AG
-$25.0K
3,138
-14%
减持
MA
MASTERCARD INCORPORATED
+$25.0K
1,997
-0%
减持
COP
CONOCOPHILLIPS
-$24.0K
4,054
-14%
减持
EXPD
EXPEDITORS INTL WASH INC
+$22.0K
4,781
-6%
减持
DAL
DELTA AIR LINES INC DEL
-$18.0K
5,553
-9%
增持
SCHB
SCHWAB STRATEGIC TR
+$17.0K
5,258
+1%
增持
WMT
WALMART INC
+$15.0K
3,457
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
-$14.0K
85,993
+1%
减持
KMI
KINDER MORGAN INC DEL
-$13.0K
11,279
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$12.0K
5,657
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$12.0K
1,052
-7%
增持
IYR
ISHARES TR
+$12.0K
2,784
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$12.0K
5,807
-1%
减持
IDEV
ISHARES TR
-$12.0K
9,007
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$11.0K
7,664
+2%
增持
INTC
INTEL CORP
-$11.0K
11,425
+0%
减持
MCD
MCDONALDS CORP
+$11.0K
1,423
-7%
增持
BND
VANGUARD BD INDEX FDS
-$10.0K
6,285
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$9.0K
589
-2%
增持
MRK
MERCK & CO INC
+$9.0K
4,285
+0%
增持
—
UNILEVER PLC
+$8.0K
5,022
+2%
增持
NEAR
ISHARES U S ETF TR
+$8.0K
4,593
+4%
增持
USIG
ISHARES TR
-$7.0K
7,103
+1%
减持
QQQ
INVESCO QQQ TR
-$7.0K
2,617
-4%
增持
VFMO
VANGUARD WELLINGTON FD
-$6.0K
1,842
+0%
增持
SLYV
SPDR SER TR
+$6.0K
3,553
+1%
减持
VBR
VANGUARD INDEX FDS
-$5.0K
5,218
-3%
增持
SPTI
SPDR SER TR
-$4.0K
7,212
+0%
增持
EFA
ISHARES TR
-$4.0K
16,304
+1%
增持
TIP
ISHARES TR
+$4.0K
2,230
+4%
增持
AGG
ISHARES TR
-$3.0K
8,731
+2%
减持
RWO
SPDR INDEX SHS FDS
-$2.0K
6,744
-3%
增持
BOND
PIMCO ETF TR
+$2.0K
7,017
+2%
增持
SCHE
SCHWAB STRATEGIC TR
-$2.0K
13,694
+6%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.0K
14,160
+1%
减持
SPGI
S&P GLOBAL INC
-$1.0K
468
-1%
增持
VO
VANGUARD INDEX FDS
+$0
1,417
+1%
减持
GLD
SPDR GOLD TR
+$0
1,316
-1%