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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 120 项
建仓 4
增持 70
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
-$4.9M
150,283
+0%
减持
IEFA
ISHARES TR
-$3.3M
212,214
-12%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.7M
207,529
+111%
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
DFAI
DIMENSIONAL ETF TRUST
+$1.9M
425,072
+39%
增持
SPYM
SPDR SER TR
-$1.8M
648,396
+3%
增持
ESGU
ISHARES TR
-$1.5M
272,896
+3%
减持
IJR
ISHARES TR
-$1.2M
71,804
-6%
减持
AAPL
APPLE INC
-$1.2M
75,023
-0%
增持
ITOT
ISHARES TR
-$1.0M
199,673
+2%
减持
IEMG
ISHARES INC
-$960.0K
57,408
-21%
增持
IXUS
ISHARES TR
+$910.0K
123,884
+28%
增持
EFG
ISHARES TR
-$811.0K
102,657
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$744.0K
200,052
+32%
减持
EFAV
ISHARES TR
-$740.0K
68,185
-5%
增持
DFAS
DIMENSIONAL ETF TRUST
+$604.0K
67,999
+31%
减持
EEMV
ISHARES INC
-$595.0K
90,496
-5%
增持
EFV
ISHARES TR
-$524.0K
179,155
+2%
减持
IJS
ISHARES TR
-$491.0K
21,381
-12%
增持
DGRO
ISHARES TR
-$484.0K
158,415
+2%
增持
VNQ
VANGUARD INDEX FDS
-$438.0K
29,276
+2%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$334.0K
7,455
减持
SUB
ISHARES TR
-$329.0K
11,489
-20%
增持
IJH
ISHARES TR
-$312.0K
28,677
+3%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$296.0K
12,680
增持
DFAC
DIMENSIONAL ETF TRUST
-$291.0K
173,312
+0%
减持
SCZ
ISHARES TR
-$272.0K
29,290
-3%
增持
EELV
INVESCO EXCH TRADED FD TR II
-$262.0K
217,202
+3%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$259.0K
0
-100%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$226.0K
0
-100%
清仓
—
DUKE REALTY CORP
-$216.0K
0
-100%
清仓
TRP
TC ENERGY CORP
-$214.0K
0
-100%
清仓
—
UNILEVER PLC
-$212.0K
0
-100%
增持
USMV
ISHARES TR
-$211.0K
51,827
+1%
清仓
BA
BOEING CO
-$209.0K
0
-100%
增持
MGC
VANGUARD WORLD FD
-$206.0K
28,754
+3%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$202.0K
0
-100%
建仓
T
AT&T INC
+$184.0K
11,554
增持
DFAX
DIMENSIONAL ETF TRUST
-$183.0K
87,142
+1%
增持
TSLA
TESLA INC
-$166.0K
5,056
+226%
增持
WPC
WP CAREY INC
+$164.0K
7,977
+65%
减持
NVDA
NVIDIA CORPORATION
-$156.0K
2,854
-1%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$152.0K
10,124
减持
IWC
ISHARES TR
-$148.0K
13,679
-4%
减持
INTC
INTEL CORP
-$146.0K
9,091
-15%
减持
MUB
ISHARES TR
-$141.0K
11,687
-6%
减持
EXPD
EXPEDITORS INTL WASH INC
-$135.0K
3,997
-15%
减持
EXR
EXTRA SPACE STORAGE INC
-$123.0K
10,597
-0%
增持
HDV
ISHARES TR
-$123.0K
24,209
+1%
增持
IGSB
ISHARES TR
+$110.0K
35,435
+10%
增持
FREL
FIDELITY COVINGTON TRUST
-$110.0K
161,067
+17%
减持
ESGE
ISHARES INC
-$107.0K
38,146
-0%
减持
BND
VANGUARD BD INDEX FDS
-$107.0K
6,356
-13%
减持
EFA
ISHARES TR
-$106.0K
14,988
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$106.0K
2,301
+59%
增持
VGT
VANGUARD WORLD FDS
-$106.0K
3,316
+2%
增持
COST
COSTCO WHSL CORP NEW
-$105.0K
1,671
+1%
增持
VOO
VANGUARD INDEX FDS
-$103.0K
3,447
+0%
减持
V
VISA INC
-$102.0K
2,331
-9%
减持
XSOE
WISDOMTREE TR
-$93.0K
12,712
-14%
增持
IFRA
ISHARES TR
-$82.0K
29,168
+1%
增持
AMZN
AMAZON COM INC
-$78.0K
12,684
+7%
增持
—
CO-DIAGNOSTICS INC
-$75.0K
33,875
+19%
减持
IHI
ISHARES TR
-$73.0K
8,967
-8%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$72.0K
8,993
-7%
增持
PEP
PEPSICO INC
-$72.0K
6,598
+0%
增持
QUAL
ISHARES TR
+$69.0K
4,385
+29%
减持
AGG
ISHARES TR
-$69.0K
8,773
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$67.0K
31,061
+10%
增持
QQQ
INVESCO QQQ TR
-$66.0K
2,133
+1%
增持
VV
VANGUARD INDEX FDS
-$65.0K
4,288
+0%
增持
VLUE
ISHARES TR
-$63.0K
9,711
+2%
减持
VBR
VANGUARD INDEX FDS
-$60.0K
5,087
-0%
减持
LULU
LULULEMON ATHLETICA INC
-$60.0K
771
-20%
增持
COP
CONOCOPHILLIPS
+$60.0K
2,852
+0%
减持
IDEV
ISHARES TR
-$59.0K
8,859
-1%
增持
PFE
PFIZER INC
-$59.0K
9,858
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$53.0K
3,711
+12%
减持
IXN
ISHARES TR
-$50.0K
6,834
-2%
增持
D
DOMINION ENERGY INC
-$48.0K
3,561
+0%
减持
ICSH
ISHARES TR
-$46.0K
33,561
-3%
增持
IYR
ISHARES TR
-$45.0K
2,781
+0%
减持
PG
PROCTER AND GAMBLE CO
-$44.0K
2,936
-1%
减持
MCD
MCDONALDS CORP
-$43.0K
1,602
-1%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$43.0K
17,939
+27%
增持
QCOM
QUALCOMM INC
-$42.0K
2,192
+2%
减持
ESGD
ISHARES TR
-$41.0K
4,973
-1%
减持
USXF
ISHARES TR
-$41.0K
12,534
-1%
增持
HUN
HUNTSMAN CORP
-$40.0K
18,327
+0%
减持
JNJ
JOHNSON & JOHNSON
-$38.0K
3,672
-1%
增持
SCHX
SCHWAB STRATEGIC TR
-$36.0K
11,418
+2%
减持
USIG
ISHARES TR
-$35.0K
7,198
-2%
减持
EUSB
ISHARES TR
-$34.0K
8,855
-2%
增持
EEM
ISHARES TR
-$34.0K
12,348
+1%
增持
XLK
SELECT SECTOR SPDR TR
-$33.0K
1,992
+0%
增持
BOND
PIMCO ETF TR
-$32.0K
7,427
+4%
增持
META
META PLATFORMS INC
-$31.0K
3,177
+7%
增持
SPY
SPDR S&P 500 ETF TR
-$30.0K
1,247
+2%
减持
GLD
SPDR GOLD TR
-$24.0K
1,285
-7%
增持
SLYV
SPDR SER TR
-$22.0K
3,063
+0%
增持
IVE
ISHARES TR
+$19.0K
1,906
+16%
增持
GOOGL
ALPHABET INC
-$19.0K
6,836
+10%
增持
STIP
ISHARES TR
-$19.0K
9,711
+3%
增持
VO
VANGUARD INDEX FDS
-$18.0K
1,155
+0%
减持
PYPL
PAYPAL HLDGS INC
-$17.0K
3,311
-11%
增持
VFMF
VANGUARD WELLINGTON FD
+$16.0K
8,523
+6%
增持
SBUX
STARBUCKS CORP
+$15.0K
2,795
+0%
增持
HD
HOME DEPOT INC
-$15.0K
986
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$14.0K
5,100
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$14.0K
7,223
+2%
增持
SCHE
SCHWAB STRATEGIC TR
-$13.0K
11,056
+1%
增持
MTUM
ISHARES TR
-$11.0K
8,304
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$10.0K
9,110
+8%
增持
SCHA
SCHWAB STRATEGIC TR
+$6.0K
10,259
+9%
减持
WFC
WELLS FARGO CO NEW
-$6.0K
6,794
-1%
增持
CVX
CHEVRON CORP NEW
-$6.0K
2,802
+0%
增持
VTV
VANGUARD INDEX FDS
-$5.0K
10,729
+6%
增持
ZION
ZIONS BANCORPORATION N A
-$4.0K
9,623
+0%
增持
COMT
ISHARES U S ETF TR
-$2.0K
32,255
+2%
增持
WMT
WALMART INC
+$2.0K
3,542
+0%
增持
DIS
DISNEY WALT CO
-$1.0K
3,954
+5%
