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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 143 项
建仓 13
增持 69
减持 46
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$7.6M
605,418
+44%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$7.2M
267,559
清仓
SCHJ
SCHWAB STRATEGIC TR
-$5.4M
0
-100%
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
EFG
ISHARES TR
-$5.0M
72,106
-33%
减持
IEFA
ISHARES TR
-$3.5M
261,390
-6%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$3.2M
127,613
清仓
IXG
ISHARES TR
-$2.9M
0
-100%
减持
VLUE
ISHARES TR
-$2.4M
30,536
-38%
增持
IVV
ISHARES TR
+$2.4M
151,280
+13%
增持
ESGU
ISHARES TR
+$2.1M
288,356
+19%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$1.9M
64,611
减持
VGT
VANGUARD WORLD FDS
-$1.7M
3,099
-54%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$1.6M
30,284
减持
EFV
ISHARES TR
-$1.5M
209,410
-7%
增持
COMT
ISHARES U S ETF TR
+$1.4M
66,853
+49%
建仓
VTV
VANGUARD INDEX FDS
+$1.4M
9,609
增持
IJH
ISHARES TR
+$1.4M
27,408
+33%
减持
IEMG
ISHARES INC
-$1.3M
82,292
-13%
增持
SCHA
SCHWAB STRATEGIC TR
-$1.3M
85,328
+66%
减持
IYW
ISHARES TR
-$1.1M
23,633
-23%
减持
IJR
ISHARES TR
-$1.1M
59,090
-7%
增持
MGC
VANGUARD WORLD FD
+$1.0M
27,478
+46%
增持
ITOT
ISHARES TR
-$741.0K
218,340
+6%
减持
EFAV
ISHARES TR
-$699.0K
83,236
-3%
增持
VNQ
VANGUARD INDEX FDS
+$670.0K
28,391
+38%
减持
DGRO
ISHARES TR
-$658.0K
161,552
-1%
减持
USMV
ISHARES TR
-$620.0K
43,420
-12%
增持
XSOE
WISDOMTREE TR
+$610.0K
144,971
+37%
减持
EEMV
ISHARES INC
-$519.0K
107,963
-2%
减持
AAPL
APPLE INC
-$505.0K
74,910
-0%
增持
ICSH
ISHARES TR
+$485.0K
52,419
+23%
增持
IGSB
ISHARES TR
+$478.0K
33,126
+46%
减持
AMZN
AMAZON COM INC
-$421.0K
571
-0%
减持
SCZ
ISHARES TR
-$402.0K
34,225
-3%
清仓
RWO
SPDR INDEX SHS FDS
-$371.0K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
+$368.0K
43,600
-16%
清仓
JPIN
J P MORGAN EXCHANGE-TRADED F
-$367.0K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
-$313.0K
173,090
+1%
减持
META
META PLATFORMS INC
-$310.0K
2,773
-1%
增持
FREL
FIDELITY COVINGTON TRUST
-$308.0K
150,029
+1%
增持
MSFT
MICROSOFT CORP
-$306.0K
14,134
+1%
建仓
SNFCA
SECURITY NATL FINL CORP
+$304.0K
31,547
建仓
SHM
SPDR SER TR
+$300.0K
6,432
清仓
—
XILINX INC
-$298.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$295.0K
3,433
+5%
清仓
TIP
ISHARES TR
-$281.0K
0
-100%
清仓
BA
BOEING CO
-$275.0K
0
-100%
减持
IWC
ISHARES TR
-$270.0K
16,258
-0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$266.0K
2,674
减持
EXR
EXTRA SPACE STORAGE INC
-$254.0K
11,202
-4%
清仓
ARKQ
ARK ETF TR
-$250.0K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$246.0K
5,353
增持
SCHB
SCHWAB STRATEGIC TR
-$237.0K
6,798
+29%
减持
QQQ
INVESCO QQQ TR
-$230.0K
2,318
-11%
清仓
ISRG
INTUITIVE SURGICAL INC
-$225.0K
0
-100%
清仓
DMXF
ISHARES TR
-$221.0K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$211.0K
1,332
清仓
—
DUKE REALTY CORP
-$211.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$209.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$209.0K
3,283
+20%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$207.0K
1,814
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$206.0K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$205.0K
0
-100%
建仓
TFI
SPDR SER TR
+$202.0K
4,388
清仓
KMI
KINDER MORGAN INC DEL
-$195.0K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
-$194.0K
86,112
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$192.0K
1,527
-49%
减持
IJS
ISHARES TR
-$184.0K
29,416
-0%
增持
MMM
3M CO
-$169.0K
6,729
+0%
减持
PFE
PFIZER INC
-$166.0K
9,758
-16%
增持
VOO
VANGUARD INDEX FDS
-$162.0K
4,771
+0%
减持
GOOGL
ALPHABET INC
-$152.0K
310
-7%
增持
MTUM
ISHARES TR
-$147.0K
8,229
+1%
增持
EFA
ISHARES TR
-$137.0K
16,342
+0%
增持
—
CO-DIAGNOSTICS INC
-$131.0K
40,375
+17%
减持
SCHE
SCHWAB STRATEGIC TR
-$115.0K
10,877
-21%
减持
VV
VANGUARD INDEX FDS
-$114.0K
4,284
-3%
增持
NVDA
NVIDIA CORPORATION
-$103.0K
2,821
+13%
增持
TSLA
TESLA INC
-$103.0K
1,562
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$102.0K
4,230
-25%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$99.0K
13,629
-4%
增持
IXUS
ISHARES TR
+$99.0K
96,450
+13%
减持
EXPD
EXPEDITORS INTL WASH INC
-$93.0K
4,681
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$91.0K
27,671
+8%
减持
AGG
ISHARES TR
-$88.0K
8,678
-1%
增持
MUB
ISHARES TR
-$87.0K
18,412
+4%
增持
DIS
DISNEY WALT CO
-$81.0K
3,407
+13%
增持
SCHX
SCHWAB STRATEGIC TR
-$81.0K
11,102
+91%
增持
ZION
ZIONS BANCORPORATION N A
-$80.0K
10,052
+4%
增持
LULU
LULULEMON ATHLETICA INC
+$77.0K
963
+25%
减持
ESGD
ISHARES TR
-$76.0K
4,889
-8%
减持
STIP
ISHARES TR
-$74.0K
7,621
-7%
增持
SBUX
STARBUCKS CORP
-$72.0K
2,787
+0%
减持
—
UNILEVER PLC
-$69.0K
4,387
-13%
增持
HD
HOME DEPOT INC
-$67.0K
981
+3%
增持
QCOM
QUALCOMM INC
-$64.0K
2,132
+1%
增持
QUAL
ISHARES TR
+$60.0K
2,908
+30%
增持
GOOG
ALPHABET INC
-$59.0K
260
+2%
减持
SLYV
SPDR SER TR
-$58.0K
3,045
-14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$55.0K
539
-8%
增持
ESGE
ISHARES INC
-$55.0K
28,644
+8%
增持
EEM
ISHARES TR
-$55.0K
11,922
+2%
增持
IDEV
ISHARES TR
-$54.0K
9,137
+1%
减持
USXF
ISHARES TR
-$54.0K
12,869
-0%
增持
T
AT&T INC
-$49.0K
11,953
+9%
增持
INTC
INTEL CORP
-$49.0K
12,077
+6%
增持
VFMF
VANGUARD WELLINGTON FD
+$48.0K
9,092
+10%
减持
COP
CONOCOPHILLIPS
+$48.0K
3,606
-11%
增持
WMT
WALMART INC
+$46.0K
3,538
+2%
增持
LOW
LOWES COS INC
-$43.0K
976
+0%
增持
BND
VANGUARD BD INDEX FDS
-$41.0K
6,347
+1%
增持
MRK
MERCK & CO INC
+$41.0K
4,345
+1%
减持
VO
VANGUARD INDEX FDS
-$40.0K
1,361
-4%
增持
COST
COSTCO WHSL CORP NEW
+$38.0K
1,686
+3%
增持
SUB
ISHARES TR
+$36.0K
16,310
+6%
增持
DAL
DELTA AIR LINES INC DEL
+$34.0K
6,034
+9%
增持
USIG
ISHARES TR
-$34.0K
7,318
+3%
增持
GLD
SPDR GOLD TR
+$31.0K
1,433
+9%
建仓
—
SYNLOGIC INC
+$30.0K
17,302
增持
XLK
SELECT SECTOR SPDR TR
-$27.0K
1,649
+0%
增持
V
VISA INC
+$26.0K
2,621
+6%
减持
IVE
ISHARES TR
-$25.0K
4,116
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$24.0K
9,125
+19%
减持
NEAR
ISHARES U S ETF TR
-$24.0K
4,137
-10%
增持
MCD
MCDONALDS CORP
+$23.0K
1,585
+11%
减持
IYR
ISHARES TR
-$22.0K
2,765
-1%
增持
NOW
SERVICENOW INC
-$21.0K
1,237
+10%
减持
JNJ
JOHNSON & JOHNSON
+$20.0K
3,720
-0%
增持
SPTI
SPDR SER TR
-$13.0K
7,265
+1%
减持
NVS
NOVARTIS AG
-$13.0K
3,029
-3%
增持
VFMO
VANGUARD WELLINGTON FD
-$12.0K
1,858
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$12.0K
1,171
+11%
增持
D
DOMINION ENERGY INC
+$11.0K
5,033
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.0K
3,259
-3%
增持
IXN
ISHARES TR
-$6.0K
6,695
+12%
减持
MA
MASTERCARD INCORPORATED
-$6.0K
1,987
-1%
增持
—
PINNACLE FINL PARTNERS INC
+$5.0K
3,766
+33%
增持
HUN
HUNTSMAN CORP
-$4.0K
18,871
+0%
增持
IHI
ISHARES TR
-$4.0K
9,042
+10%
增持
EUSB
ISHARES TR
-$3.0K
8,823
+8%
减持
—
MEDTRONIC PLC
+$2.0K
2,749
-0%
增持
PG
PROCTER AND GAMBLE CO
+$2.0K
2,923
+4%
增持
PEP
PEPSICO INC
-$1.0K
6,591
+0%
