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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 120 项
建仓 4
增持 66
减持 48
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
QUAL
ISHARES TR
+$15.2M
125,634
+2793%
减持
ESGU
ISHARES TR
-$11.4M
103,377
-56%
增持
SPYM
SPDR SER TR
+$3.4M
738,264
+7%
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
EFG
ISHARES TR
+$3.4M
141,016
+29%
减持
MTUM
ISHARES TR
-$2.7M
8,047
-69%
减持
EEMV
ISHARES INC
-$2.4M
41,354
-51%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.4M
397,428
+41%
增持
AAPL
APPLE INC
+$2.2M
76,831
+3%
减持
IJR
ISHARES TR
-$2.1M
45,744
-29%
减持
IVV
ISHARES TR
+$1.8M
150,100
-0%
减持
EFV
ISHARES TR
-$1.8M
164,528
-19%
增持
IYW
ISHARES TR
+$1.7M
60,618
+29%
减持
IEMG
ISHARES INC
-$1.5M
191,747
-9%
增持
STIP
ISHARES TR
+$1.1M
20,833
+118%
减持
DGRO
ISHARES TR
-$945.4K
133,302
-12%
减持
IEFA
ISHARES TR
-$798.2K
183,804
-8%
增持
DFAI
DIMENSIONAL ETF TRUST
+$700.8K
543,848
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$693.0K
300,243
+6%
减持
MSFT
MICROSOFT CORP
+$637.9K
13,827
-0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$539.4K
128,059
+12%
减持
IJS
ISHARES TR
-$428.0K
16,791
-17%
增持
USMV
ISHARES TR
+$427.5K
72,476
+7%
减持
VFMF
VANGUARD WELLINGTON FD
-$248.3K
6,295
-26%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$240.5K
2,674
增持
MGC
VANGUARD WORLD FD
+$233.5K
29,824
+1%
建仓
VTIP
VANGUARD MALVERN FDS
+$222.0K
4,660
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$216.1K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$211.0K
555
清仓
—
PINNACLE FINL PARTNERS INC
-$210.2K
0
-100%
建仓
—
MEDTRONIC PLC
+$202.2K
2,382
增持
IJH
ISHARES TR
-$198.2K
28,526
+0%
增持
QQQ
INVESCO QQQ TR
+$197.4K
2,696
+17%
减持
NVDA
NVIDIA CORPORATION
+$191.5K
2,654
-7%
减持
META
META PLATFORMS INC
+$166.4K
2,352
-1%
减持
IWC
ISHARES TR
-$160.5K
12,649
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$154.7K
33,314
-2%
减持
ITOT
ISHARES TR
-$149.8K
195,875
-3%
减持
VGT
VANGUARD WORLD FDS
+$119.8K
3,298
-0%
增持
FREL
FIDELITY COVINGTON TRUST
-$117.2K
207,061
+4%
减持
GOOG
ALPHABET INC
-$100.6K
4,028
-24%
增持
PEP
PEPSICO INC
+$93.9K
6,633
+0%
增持
VNQ
VANGUARD INDEX FDS
-$91.2K
29,716
+2%
减持
IXUS
ISHARES TR
-$91.0K
125,600
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$90.8K
4,115
-23%
减持
SPY
SPDR S&P 500 ETF TR
-$86.2K
981
-20%
增持
IFRA
ISHARES TR
+$78.9K
33,188
+8%
减持
SCZ
ISHARES TR
-$77.7K
25,512
-4%
增持
SCHB
SCHWAB STRATEGIC TR
+$76.1K
8,258
+20%
增持
HUN
HUNTSMAN CORP
-$73.6K
18,390
+0%
增持
GOOGL
ALPHABET INC
+$71.9K
7,212
+4%
减持
MMM
3M CO
-$64.1K
6,739
-1%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$59.9K
14,510
+8%
增持
ESGE
ISHARES INC
-$58.0K
28,054
+0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$57.3K
7,843
+23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$50.4K
2,622
+13%
增持
VBR
VANGUARD INDEX FDS
-$45.5K
4,874
+0%
增持
ZION
ZIONS BANCORPORATION N A
-$45.4K
13,698
+44%
增持
UNP
UNION PAC CORP
+$44.6K
6,622
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$41.2K
3,601
-0%
减持
IVE
ISHARES TR
-$41.0K
1,643
-15%
增持
DFAS
DIMENSIONAL ETF TRUST
+$40.8K
80,305
+5%
增持
AMAT
APPLIED MATLS INC
+$40.3K
3,539
+14%
减持
SLYV
SPDR SER TR
-$38.8K
2,743
-11%
增持
COP
CONOCOPHILLIPS
-$37.9K
2,820
+0%
减持
EFAV
ISHARES TR
+$37.9K
58,812
-4%
增持
PFE
PFIZER INC
-$37.7K
9,431
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$37.5K
191,767
+0%
增持
MCD
MCDONALDS CORP
+$36.4K
1,612
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$36.0K
9,387
-6%
减持
SCHE
SCHWAB STRATEGIC TR
-$35.7K
10,344
-6%
减持
MUB
ISHARES TR
-$35.7K
11,838
-2%
减持
VOO
VANGUARD INDEX FDS
+$35.3K
3,579
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$34.8K
6,640
-6%
减持
IXN
ISHARES TR
+$30.8K
6,945
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$30.3K
2,000
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$29.3K
8,024
-9%
增持
CVX
CHEVRON CORP NEW
-$29.1K
2,888
+0%
增持
PG
PROCTER AND GAMBLE CO
+$28.2K
2,964
+0%
减持
IGSB
ISHARES TR
-$27.2K
33,213
-1%
增持
DIS
DISNEY WALT CO
-$26.7K
4,183
+1%
增持
IHI
ISHARES TR
+$26.1K
8,440
+1%
增持
WMT
WALMART INC
+$25.0K
3,545
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
-$23.9K
20,793
+2%
减持
MRK
MERCK & CO INC
+$20.9K
4,340
-1%
减持
ICSH
ISHARES TR
-$20.4K
31,987
-1%
增持
JNJ
JOHNSON & JOHNSON
-$20.1K
3,632
+0%
增持
HD
HOME DEPOT INC
-$19.7K
991
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$18.3K
11,407
+0%
增持
D
DOMINION ENERGY INC
-$17.8K
3,567
+0%
增持
GLD
SPDR GOLD TR
+$16.5K
1,330
+4%
减持
VV
VANGUARD INDEX FDS
+$16.3K
4,233
-1%
增持
EXR
EXTRA SPACE STORAGE INC
+$16.1K
10,616
+0%
增持
USXF
ISHARES TR
+$15.6K
12,447
+1%
增持
QCOM
QUALCOMM INC
-$15.2K
2,298
+4%
减持
V
VISA INC
+$14.5K
2,159
-1%
减持
ESGD
ISHARES TR
-$13.8K
4,724
-6%
增持
BND
VANGUARD BD INDEX FDS
+$13.7K
6,875
+4%
增持
—
UNILEVER PLC
+$13.3K
4,005
+0%
增持
MA
MASTERCARD INCORPORATED
-$13.2K
1,884
+0%
增持
IYR
ISHARES TR
-$12.7K
2,673
+0%
增持
T
AT&T INC
+$12.1K
11,755
+3%
增持
IDEV
ISHARES TR
+$11.7K
8,653
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$11.6K
2,457
+3%
增持
SCHA
SCHWAB STRATEGIC TR
-$10.9K
6,647
+0%
减持
NVS
NOVARTIS AG
+$10.8K
2,786
-2%
增持
AGG
ISHARES TR
+$10.5K
10,670
+2%
增持
GSBD
GOLDMAN SACHS BDC INC
-$10.2K
10,763
+3%
减持
DFUS
DIMENSIONAL ETF TRUST
+$9.8K
7,838
-0%
减持
VO
VANGUARD INDEX FDS
-$9.5K
1,147
-2%
增持
COST
COSTCO WHSL CORP NEW
+$7.5K
1,683
+0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$6.6K
2,598
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.2K
501
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$4.8K
114
-12%
减持
AMZN
AMAZON COM INC
+$4.0K
13,078
-7%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.1K
88,457
+0%
增持
SUB
ISHARES TR
-$2.6K
11,409
+0%
增持
SBUX
STARBUCKS CORP
+$1.5K
2,796
+0%
增持
VTV
VANGUARD INDEX FDS
+$1.2K
12,414
+1%
增持
AVGE
AMERICAN CENTY ETF TR
-$1.2K
13,484
+1%
增持
VLUE
ISHARES TR
+$1.2K
8,647
+3%
