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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 146 项
建仓 7
增持 63
减持 62
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$4.9M
211,036
减持
XSOE
WISDOMTREE TR
-$4.1M
14,807
-90%
减持
SCHA
SCHWAB STRATEGIC TR
-$3.4M
9,431
-89%
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
IVV
ISHARES TR
-$3.4M
149,584
-1%
减持
ESGU
ISHARES TR
-$3.3M
265,980
-8%
减持
XLE
SELECT SECTOR SPDR TR
-$3.1M
5,561
-87%
减持
ITOT
ISHARES TR
-$3.1M
194,885
-11%
建仓
HDV
ISHARES TR
+$2.5M
23,940
减持
EFV
ISHARES TR
-$2.5M
175,145
-16%
减持
VLUE
ISHARES TR
-$2.3M
9,478
-69%
减持
IEFA
ISHARES TR
-$2.3M
242,132
-7%
清仓
IYW
ISHARES TR
-$2.2M
0
-100%
增持
EFG
ISHARES TR
+$2.2M
99,475
+38%
增持
IJR
ISHARES TR
+$1.7M
76,645
+30%
减持
COMT
ISHARES U S ETF TR
-$1.6M
31,755
-53%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
52,004
+72%
减持
EEMV
ISHARES INC
-$1.1M
95,558
-11%
建仓
IFRA
ISHARES TR
+$1.1M
28,775
减持
EFAV
ISHARES TR
-$1.0M
71,940
-14%
减持
ICSH
ISHARES TR
-$903.0K
34,422
-34%
增持
DFAU
DIMENSIONAL ETF TRUST
+$882.0K
98,176
+52%
减持
IEMG
ISHARES INC
-$825.0K
72,919
-11%
减持
FREL
FIDELITY COVINGTON TRUST
-$625.0K
137,558
-8%
减持
MUB
ISHARES TR
-$610.0K
12,432
-32%
减持
VOO
VANGUARD INDEX FDS
-$583.0K
3,438
-28%
减持
DGRO
ISHARES TR
-$581.0K
155,707
-4%
减持
IJS
ISHARES TR
-$574.0K
24,304
-17%
增持
DFAI
DIMENSIONAL ETF TRUST
+$557.0K
306,276
+14%
增持
USMV
ISHARES TR
+$520.0K
51,397
+18%
减持
AMAT
APPLIED MATLS INC
-$442.0K
3,099
-52%
建仓
VTEB
VANGUARD MUN BD FDS
+$432.0K
8,468
增持
IXUS
ISHARES TR
-$415.0K
96,664
+0%
减持
HQY
HEALTHEQUITY INC
-$410.0K
65,029
-0%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$403.0K
0
-100%
减持
IVE
ISHARES TR
-$390.0K
1,648
-60%
减持
SCZ
ISHARES TR
-$383.0K
30,146
-12%
减持
IWC
ISHARES TR
-$325.0K
14,202
-13%
清仓
SHM
SPDR SER TR
-$300.0K
0
-100%
增持
AAPL
APPLE INC
-$296.0K
75,170
+0%
清仓
DHR
DANAHER CORPORATION
-$286.0K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$265.0K
0
-100%
增持
DFAE
DIMENSIONAL ETF TRUST
+$242.0K
151,160
+18%
清仓
T
AT&T INC
-$238.0K
0
-100%
清仓
VFMO
VANGUARD WELLINGTON FD
-$226.0K
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$221.0K
0
-100%
增持
ESGE
ISHARES INC
+$216.0K
38,239
+33%
建仓
—
DUKE REALTY CORP
+$216.0K
3,500
清仓
SPTI
SPDR SER TR
-$215.0K
0
-100%
减持
PSF
COHEN & STEERS SELECT PFD &
-$212.0K
14,833
-39%
建仓
BA
BOEING CO
+$209.0K
1,234
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$209.0K
9,665
-29%
减持
DFAC
DIMENSIONAL ETF TRUST
-$207.0K
172,976
-0%
清仓
NEAR
ISHARES U S ETF TR
-$205.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$205.0K
0
-100%
清仓
LOW
LOWES COS INC
-$202.0K
0
-100%
清仓
TFI
SPDR SER TR
-$202.0K
0
-100%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$196.0K
14,139
清仓
GSBD
GOLDMAN SACHS BDC INC
-$192.0K
0
-100%
减持
XJPIX
NUVEEN PFD & INCOME TERM FD
-$188.0K
15,539
-37%
减持
SUB
ISHARES TR
-$181.0K
14,334
-12%
减持
EXR
EXTRA SPACE STORAGE INC
-$180.0K
10,639
-5%
增持
AMZN
AMAZON COM INC
+$173.0K
11,904
+1985%
增持
STIP
ISHARES TR
+$171.0K
9,431
+24%
减持
INTC
INTEL CORP
-$165.0K
10,737
-11%
减持
EFA
ISHARES TR
-$160.0K
15,004
-8%
增持
MSFT
MICROSOFT CORP
-$158.0K
14,176
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
-$152.0K
86,316
+0%
减持
VFMF
VANGUARD WELLINGTON FD
-$150.0K
8,021
-12%
增持
META
META PLATFORMS INC
-$147.0K
2,958
+7%
减持
HUN
HUNTSMAN CORP
-$139.0K
18,294
-3%
增持
MGC
VANGUARD WORLD FD
-$132.0K
27,805
+1%
增持
IJH
ISHARES TR
-$127.0K
27,932
+2%
增持
VNQ
VANGUARD INDEX FDS
-$122.0K
28,797
+1%
减持
D
DOMINION ENERGY INC
-$121.0K
3,560
-29%
减持
MTUM
ISHARES TR
-$116.0K
8,140
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$113.0K
7,053
-23%
减持
SYK
STRYKER CORPORATION
-$107.0K
997
-23%
减持
TSLA
TESLA INC
-$104.0K
1,552
-1%
减持
COP
CONOCOPHILLIPS
-$104.0K
2,851
-21%
减持
CVX
CHEVRON CORP NEW
-$100.0K
2,800
-15%
减持
QQQ
INVESCO QQQ TR
-$97.0K
2,116
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$81.0K
3,325
+2%
减持
ZION
ZIONS BANCORPORATION N A
-$79.0K
9,617
-4%
增持
SCHD
SCHWAB STRATEGIC TR
-$78.0K
28,232
+2%
增持
WMT
WALMART INC
-$78.0K
3,540
+0%
增持
BND
VANGUARD BD INDEX FDS
+$78.0K
7,290
+15%
增持
MA
MASTERCARD INCORPORATED
+$68.0K
2,283
+15%
增持
MMM
3M CO
-$68.0K
6,764
+1%
减持
NWE
NORTHWESTERN CORP
-$67.0K
4,757
-14%
减持
VBR
VANGUARD INDEX FDS
-$63.0K
5,088
-2%
减持
—
MEDTRONIC PLC
-$62.0K
2,455
-11%
减持
VO
VANGUARD INDEX FDS
-$61.0K
1,152
-15%
增持
SPYM
SPDR SER TR
-$59.0K
631,140
+4%
增持
WFC
WELLS FARGO CO NEW
+$54.0K
6,894
+29%
减持
IGSB
ISHARES TR
-$50.0K
32,097
-3%
减持
IDEV
ISHARES TR
-$46.0K
8,970
-2%
减持
PCM
PCM FD INC
-$46.0K
32,330
-6%
增持
GOOGL
ALPHABET INC
-$46.0K
6,200
+1900%
增持
SNFCA
SECURITY NATL FINL CORP
-$42.0K
33,124
+5%
增持
NVDA
NVIDIA CORPORATION
-$41.0K
2,888
+2%
减持
TRP
TC ENERGY CORP
-$41.0K
4,048
-11%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$41.0K
8,981
-14%
增持
XLK
SELECT SECTOR SPDR TR
+$40.0K
1,988
+21%
增持
QUAL
ISHARES TR
+$38.0K
3,395
+17%
增持
VV
VANGUARD INDEX FDS
-$38.0K
4,287
+0%
增持
PG
PROCTER AND GAMBLE CO
-$37.0K
2,962
+1%
减持
BTZ
BLACKROCK CR ALLOCATION INCO
-$34.0K
12,839
-18%
增持
EEM
ISHARES TR
-$28.0K
12,277
+3%
增持
GOOG
ALPHABET INC
-$27.0K
5,271
+1927%
减持
JNJ
JOHNSON & JOHNSON
-$26.0K
3,705
-0%
增持
AGG
ISHARES TR
+$23.0K
8,799
+1%
减持
GLD
SPDR GOLD TR
-$23.0K
1,388
-3%
减持
V
VISA INC
-$23.0K
2,550
-3%
增持
MCD
MCDONALDS CORP
+$23.0K
1,611
+2%
减持
USXF
ISHARES TR
-$22.0K
12,676
-1%
增持
PEP
PEPSICO INC
+$21.0K
6,593
+0%
减持
NVS
NOVARTIS AG
-$20.0K
2,880
-5%
增持
FTEC
FIDELITY COVINGTON TRUST
+$19.0K
2,065
+14%
增持
SCHV
SCHWAB STRATEGIC TR
-$19.0K
5,371
+0%
增持
SCHE
SCHWAB STRATEGIC TR
-$19.0K
10,907
+0%
增持
SCHX
SCHWAB STRATEGIC TR
-$19.0K
11,247
+1%
增持
IHI
ISHARES TR
+$15.0K
9,753
+8%
增持
SCHB
SCHWAB STRATEGIC TR
-$13.0K
6,858
+1%
增持
BOND
PIMCO ETF TR
+$13.0K
7,175
+2%
增持
EUSB
ISHARES TR
+$12.0K
9,005
+2%
增持
IYR
ISHARES TR
-$12.0K
2,769
+0%
减持
—
UNILEVER PLC
+$11.0K
4,327
-1%
增持
ESGD
ISHARES TR
-$11.0K
5,037
+3%
增持
PYPL
PAYPAL HLDGS INC
+$10.0K
3,701
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.0K
1,443
+8%
减持
COST
COSTCO WHSL CORP NEW
-$10.0K
1,661
-1%
增持
SBUX
STARBUCKS CORP
+$9.0K
2,794
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$9.0K
2,652
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$8.0K
1,528
+0%
增持
HD
HOME DEPOT INC
-$8.0K
984
+0%
增持
SLYV
SPDR SER TR
-$7.0K
3,048
+0%
增持
DIS
DISNEY WALT CO
+$4.0K
3,766
+11%
增持
QCOM
QUALCOMM INC
-$2.0K
2,140
+0%
增持
SPY
SPDR S&P 500 ETF TR
-$2.0K
1,218
+4%
增持
IXN
ISHARES TR
-$2.0K
6,978
+4%
增持
VGT
VANGUARD WORLD FDS
-$1.0K
3,240
+5%
增持
USIG
ISHARES TR
+$1.0K
7,323
+0%
减持
—
CO-DIAGNOSTICS INC
+$0
28,376
-30%
增持
VTV
VANGUARD INDEX FDS
+$0
10,145
+6%
增持
MRK
MERCK & CO INC
+$0
4,354
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$0
514
-5%
