小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 131 项
建仓 13
增持 57
减持 52
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IEMG
ISHARES INC
+$8.3M
210,188
+266%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.0M
114,678
+1438%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.7M
528,217
+24%
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。
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$4.7M
0
-100%
建仓
IYW
ISHARES TR
+$3.8M
47,075
增持
SPYM
SPDR SER TR
+$3.8M
691,159
+7%
增持
IVV
ISHARES TR
+$3.7M
150,671
+0%
增持
EFV
ISHARES TR
+$2.8M
203,695
+14%
增持
MTUM
ISHARES TR
+$2.7M
26,330
+217%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.6M
281,955
+41%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.5M
282,193
+36%
清仓
HDV
ISHARES TR
-$2.4M
0
-100%
增持
EFG
ISHARES TR
+$2.2M
109,619
+7%
减持
ESGU
ISHARES TR
-$2.1M
234,337
-14%
减持
IEFA
ISHARES TR
+$1.6M
200,036
-6%
增持
IXUS
ISHARES TR
+$1.4M
127,204
+3%
增持
FREL
FIDELITY COVINGTON TRUST
+$1.4M
198,543
+23%
增持
USMV
ISHARES TR
+$1.3M
67,563
+30%
增持
ITOT
ISHARES TR
+$1.3M
202,568
+1%
清仓
COMT
ISHARES U S ETF TR
-$1.2M
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$806.2K
76,512
+13%
增持
DFAC
DIMENSIONAL ETF TRUST
+$791.2K
191,502
+10%
建仓
AVGE
AMERICAN CENTY ETF TR
+$789.4K
13,369
减持
IJH
ISHARES TR
+$636.0K
28,514
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$442.3K
34,157
+10%
增持
TSLA
TESLA INC
-$421.9K
5,533
+9%
清仓
XLE
SELECT SECTOR SPDR TR
-$413.0K
0
-100%
清仓
EUSB
ISHARES TR
-$372.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$353.9K
12,267
+14%
清仓
USIG
ISHARES TR
-$349.0K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$346.0K
88,401
+1%
减持
DGRO
ISHARES TR
+$342.2K
152,127
-4%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$342.1K
7,849
清仓
XSOE
WISDOMTREE TR
-$327.0K
0
-100%
减持
AAPL
APPLE INC
-$324.2K
74,783
-0%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$313.4K
13,406
增持
MGC
VANGUARD WORLD FD
+$308.5K
29,548
+3%
减持
EXR
EXTRA SPACE STORAGE INC
-$279.1K
10,578
-0%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$273.3K
6,370
建仓
BA
BOEING CO
+$261.7K
1,234
清仓
INTC
INTEL CORP
-$251.0K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$245.0K
20,376
+61%
建仓
BDX
BECTON DICKINSON & CO
+$239.1K
973
建仓
ISRG
INTUITIVE SURGICAL INC
+$234.5K
909
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$225.9K
2,389
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$216.1K
1,528
建仓
DFIV
DIMENSIONAL ETF TRUST
+$214.7K
6,545
建仓
PLD
PROLOGIS INC.
+$210.1K
1,662
清仓
—
MEDTRONIC PLC
-$209.0K
0
-100%
建仓
—
UNILEVER PLC
+$202.4K
3,999
增持
AGG
ISHARES TR
+$196.6K
10,417
+19%
减持
MSFT
MICROSOFT CORP
-$182.5K
13,843
-2%
减持
VNQ
VANGUARD INDEX FDS
+$174.0K
29,023
-1%
增持
AMZN
AMAZON COM INC
-$173.9K
14,120
+11%
增持
IFRA
ISHARES TR
+$170.4K
30,605
+5%
减持
ESGE
ISHARES INC
-$166.6K
27,976
-27%
减持
IJR
ISHARES TR
-$144.5K
64,216
-11%
增持
VOO
VANGUARD INDEX FDS
+$131.7K
3,608
+5%
减持
SCZ
ISHARES TR
+$129.5K
26,489
-10%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$127.7K
1,812
+4%
减持
SCHA
SCHWAB STRATEGIC TR
-$122.8K
6,634
-35%
减持
IJS
ISHARES TR
+$119.6K
20,138
-6%
减持
—
PINNACLE FINL PARTNERS INC
-$116.8K
2,826
-25%
减持
META
META PLATFORMS INC
-$101.0K
2,382
-25%
减持
EFA
ISHARES TR
-$93.0K
11,066
-26%
增持
HUN
HUNTSMAN CORP
+$92.5K
18,356
+0%
增持
MUB
ISHARES TR
+$92.4K
12,047
+3%
增持
MRK
MERCK & CO INC
+$89.4K
4,371
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$85.3K
3,605
-3%
增持
CVX
CHEVRON CORP NEW
+$78.0K
2,886
+3%
减持
VFMF
VANGUARD WELLINGTON FD
+$76.7K
8,510
-0%
减持
IDEV
ISHARES TR
+$75.0K
8,643
-2%
增持
ESGD
ISHARES TR
+$67.9K
5,051
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$65.3K
9,986
+10%
增持
QQQ
INVESCO QQQ TR
+$60.9K
2,295
+8%
减持
EFAV
ISHARES TR
+$57.5K
60,963
-11%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$57.2K
8,788
-2%
减持
EXPD
EXPEDITORS INTL WASH INC
-$54.4K
2,849
-29%
减持
EEM
ISHARES TR
-$53.9K
9,465
-23%
减持
IGSB
ISHARES TR
-$51.2K
33,613
-5%
减持
V
VISA INC
+$50.6K
2,178
-7%
增持
MCD
MCDONALDS CORP
+$50.1K
1,607
+0%
减持
ICSH
ISHARES TR
-$50.0K
32,370
-4%
减持
VGT
VANGUARD WORLD FDS
+$49.2K
3,299
-1%
减持
PYPL
PAYPAL HLDGS INC
-$47.7K
3,309
-0%
减持
VLUE
ISHARES TR
-$46.1K
8,371
-14%
增持
VV
VANGUARD INDEX FDS
+$43.7K
4,296
+0%
减持
VBR
VANGUARD INDEX FDS
+$42.1K
4,871
-4%
增持
PG
PROCTER AND GAMBLE CO
+$41.2K
2,963
+1%
增持
DIS
DISNEY WALT CO
+$40.8K
4,149
+5%
减持
QUAL
ISHARES TR
+$40.4K
4,342
-1%
减持
NVS
NOVARTIS AG
+$39.3K
2,850
-1%
增持
PEP
PEPSICO INC
+$36.3K
6,628
+0%
增持
WMT
WALMART INC
+$35.8K
3,543
+0%
增持
IVE
ISHARES TR
+$35.6K
1,924
+1%
减持
T
AT&T INC
+$35.5K
11,455
-1%
增持
BND
VANGUARD BD INDEX FDS
+$35.2K
6,604
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$33.2K
2,325
+1%
增持
IXN
ISHARES TR
+$32.1K
6,965
+2%
减持
SCHE
SCHWAB STRATEGIC TR
+$29.7K
11,041
-0%
减持
SCHX
SCHWAB STRATEGIC TR
+$28.2K
11,387
-0%
增持
HD
HOME DEPOT INC
+$28.0K
988
+0%
增持
SLYV
SPDR SER TR
+$28.0K
3,065
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$27.0K
7,072
-2%
减持
GLD
SPDR GOLD TR
+$25.0K
1,276
-1%
减持
USXF
ISHARES TR
+$25.0K
12,315
-2%
增持
COST
COSTCO WHSL CORP NEW
+$24.3K
1,681
+1%
增持
D
DOMINION ENERGY INC
-$23.3K
3,564
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$22.5K
1,231
-1%
增持
VO
VANGUARD INDEX FDS
+$21.9K
1,169
+1%
减持
ZION
ZIONS BANCORPORATION N A
-$21.4K
9,535
-1%
减持
MA
MASTERCARD INCORPORATED
+$20.7K
1,883
-18%
减持
PFE
PFIZER INC
-$17.8K
9,331
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$15.7K
511
-1%
增持
GOOG
ALPHABET INC
-$15.4K
5,278
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$15.0K
1,996
+0%
增持
QCOM
QUALCOMM INC
+$13.6K
2,201
+0%
增持
GOOGL
ALPHABET INC
-$13.6K
6,954
+2%
增持
WFC
WELLS FARGO CO NEW
+$10.7K
6,855
+1%
减持
SUB
ISHARES TR
+$10.5K
11,355
-1%
减持
IYR
ISHARES TR
+$10.3K
2,667
-4%
减持
IWC
ISHARES TR
+$8.0K
12,780
-7%
增持
GSBD
GOLDMAN SACHS BDC INC
+$7.3K
10,420
+3%
减持
STIP
ISHARES TR
-$5.6K
9,564
-2%
减持
JNJ
JOHNSON & JOHNSON
+$4.5K
3,627
-1%
减持
COP
CONOCOPHILLIPS
+$3.7K
2,817
-1%
增持
—
CO-DIAGNOSTICS INC
-$2.6K
39,375
+16%
减持
LULU
LULULEMON ATHLETICA INC
-$2.2K
761
-1%
减持
IHI
ISHARES TR
+$2.0K
8,367
-7%
减持
EEMV
ISHARES INC
+$833
84,854
-6%
增持
MMM
3M CO
+$0
6,774
+0%
