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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 126 项
建仓 6
增持 62
减持 50
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$6.6M
899,504
+20%
减持
QUAL
ISHARES TR
-$4.3M
96,442
-25%
减持
EFG
ISHARES TR
-$3.6M
116,126
-19%
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
IYW
ISHARES TR
-$3.5M
28,617
-53%
减持
IEMG
ISHARES INC
-$3.3M
134,773
-31%
增持
EFV
ISHARES TR
+$3.3M
240,125
+43%
建仓
IVW
ISHARES TR
+$3.0M
43,544
减持
ESGU
ISHARES TR
-$3.0M
75,788
-28%
减持
IVV
ISHARES TR
-$2.9M
146,271
-2%
减持
AAPL
APPLE INC
-$1.7M
76,927
-5%
建仓
TNA
DIREXION SHS ETF TR
+$1.6M
57,756
增持
IJH
ISHARES TR
+$1.2M
35,459
+24%
减持
USMV
ISHARES TR
-$1.1M
59,083
-19%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.0M
346,395
+14%
增持
HQY
HEALTHEQUITY INC
+$977.6K
67,845
+4%
减持
ITOT
ISHARES TR
-$906.5K
192,826
-2%
减持
IEFA
ISHARES TR
-$735.8K
182,699
-0%
减持
IJR
ISHARES TR
-$547.9K
43,079
-5%
减持
IXUS
ISHARES TR
-$489.7K
124,771
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$423.9K
148,697
+11%
减持
DGRO
ISHARES TR
-$423.9K
127,374
-2%
减持
ICSH
ISHARES TR
-$413.7K
12,156
-41%
减持
EFAV
ISHARES TR
-$353.8K
55,412
-6%
增持
FREL
FIDELITY COVINGTON TRUST
-$342.6K
220,799
+5%
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$316.0K
0
-100%
增持
EXR
EXTRA SPACE STORAGE INC
-$311.3K
10,687
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
-$310.1K
559,775
+4%
减持
WPC
WP CAREY INC
-$285.0K
4,881
-39%
建仓
SYLD
CAMBRIA ETF TR
+$265.9K
4,358
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$255.6K
0
-100%
增持
DFAE
DIMENSIONAL ETF TRUST
-$239.4K
417,588
+4%
清仓
DAL
DELTA AIR LINES INC DEL
-$239.3K
0
-100%
清仓
GLD
SPDR GOLD TR
-$237.4K
0
-100%
建仓
TQQQ
PROSHARES TR
+$232.7K
6,139
增持
AVGE
AMERICAN CENTY ETF TR
+$230.1K
18,381
+31%
清仓
SLYV
SPDR SER TR
-$217.2K
0
-100%
清仓
—
UNILEVER PLC
-$209.7K
0
-100%
建仓
KO
COCA COLA CO
+$207.1K
3,916
建仓
UNH
UNITEDHEALTH GROUP INC
+$206.9K
393
清仓
PLD
PROLOGIS INC.
-$205.8K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
-$204.2K
77,108
+1%
增持
VNQ
VANGUARD INDEX FDS
-$203.0K
31,948
+4%
减持
EEMV
ISHARES INC
-$187.6K
40,123
-4%
减持
DFAC
DIMENSIONAL ETF TRUST
-$178.7K
191,834
-0%
减持
IWC
ISHARES TR
-$172.6K
12,521
-1%
减持
TSLA
TESLA INC
-$169.9K
5,167
-4%
增持
NVDA
NVIDIA CORPORATION
+$163.8K
2,951
+7%
增持
GOOGL
ALPHABET INC
+$160.7K
7,604
+2%
增持
PEP
PEPSICO INC
-$160.4K
6,663
+0%
减持
VGT
VANGUARD WORLD FDS
-$135.2K
3,092
-6%
增持
IJS
ISHARES TR
-$121.2K
17,041
+2%
减持
MSFT
MICROSOFT CORP
-$117.6K
13,827
-0%
增持
QQQ
INVESCO QQQ TR
+$114.8K
3,585
+11%
增持
DFAX
DIMENSIONAL ETF TRUST
-$103.1K
88,932
+0%
减持
AMAT
APPLIED MATLS INC
-$101.4K
2,950
-17%
增持
IFRA
ISHARES TR
-$97.6K
33,991
+0%
减持
SCZ
ISHARES TR
-$97.4K
25,363
-0%
增持
GOOG
ALPHABET INC
+$94.8K
4,491
+2%
增持
SCHD
SCHWAB STRATEGIC TR
-$83.7K
39,015
+1%
减持
VFMF
VANGUARD WELLINGTON FD
-$78.4K
5,284
-11%
增持
HUN
HUNTSMAN CORP
-$77.0K
18,464
+0%
增持
MCD
MCDONALDS CORP
-$71.4K
1,621
+0%
减持
DIS
DISNEY WALT CO
-$70.4K
3,651
-13%
增持
COST
COSTCO WHSL CORP NEW
+$68.9K
1,759
+4%
增持
IGSB
ISHARES TR
+$66.8K
34,765
+4%
减持
ESGE
ISHARES INC
-$66.3K
28,439
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$63.7K
9,176
+20%
减持
IVE
ISHARES TR
-$58.3K
1,362
-18%
增持
IHI
ISHARES TR
-$52.0K
8,907
+4%
减持
ZION
ZIONS BANCORPORATION N A
+$50.5K
13,309
-7%
增持
COP
CONOCOPHILLIPS
+$49.9K
2,824
+0%
增持
AMZN
AMAZON COM INC
+$48.8K
14,031
+4%
增持
MUB
ISHARES TR
-$47.9K
11,996
+0%
减持
VBR
VANGUARD INDEX FDS
-$44.7K
4,887
-0%
减持
—
MEDTRONIC PLC
-$44.4K
2,926
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$43.8K
2,645
-2%
减持
IDEV
ISHARES TR
-$42.1K
8,445
-3%
减持
PG
PROCTER AND GAMBLE CO
-$42.0K
4,534
-0%
增持
MRK
MERCK & CO INC
-$40.9K
4,357
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$40.2K
9,571
+18%
增持
VLUE
ISHARES TR
-$36.9K
8,803
+0%
减持
STIP
ISHARES TR
-$36.5K
26,521
-1%
增持
CVX
CHEVRON CORP NEW
+$34.5K
2,921
+1%
增持
VOO
VANGUARD INDEX FDS
-$34.5K
3,364
+0%
减持
ESGD
ISHARES TR
-$32.1K
4,587
-4%
减持
SCHB
SCHWAB STRATEGIC TR
-$31.5K
7,883
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$29.9K
938
-4%
减持
BA
BOEING CO
-$29.0K
1,266
-0%
减持
WFC
WELLS FARGO CO NEW
-$28.7K
6,770
-1%
增持
MGC
VANGUARD WORLD FD
+$27.9K
30,340
+2%
减持
IYR
ISHARES TR
-$26.4K
2,670
-0%
减持
SUB
ISHARES TR
-$24.8K
11,351
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$24.2K
2,669
-0%
增持
SNFCA
SECURITY NATL FINL CORP
-$23.5K
34,780
+5%
减持
USXF
ISHARES TR
-$23.4K
11,981
-3%
增持
JNJ
JOHNSON & JOHNSON
-$23.2K
5,010
+0%
增持
SCHA
SCHWAB STRATEGIC TR
-$23.1K
7,079
+0%
减持
T
AT&T INC
-$21.7K
13,306
-1%
增持
MTUM
ISHARES TR
-$19.3K
8,036
+0%
减持
V
VISA INC
-$18.9K
2,111
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$18.5K
2,620
-0%
增持
QCOM
QUALCOMM INC
-$18.3K
2,354
+0%
增持
IXN
ISHARES TR
-$16.4K
6,709
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$16.1K
3,671
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$16.0K
8,095
+1%
增持
AGG
ISHARES TR
-$15.6K
11,100
+3%
增持
VO
VANGUARD INDEX FDS
+$15.3K
1,300
+13%
增持
PFE
PFIZER INC
-$14.9K
10,062
+6%
增持
HD
HOME DEPOT INC
-$14.1K
1,012
+0%
减持
MA
MASTERCARD INCORPORATED
-$13.6K
1,867
-2%
增持
VTV
VANGUARD INDEX FDS
-$13.3K
12,893
+3%
增持
SCHV
SCHWAB STRATEGIC TR
-$12.7K
4,160
+0%
增持
BOND
PIMCO ETF TR
+$12.4K
7,978
+6%
增持
EA
ELECTRONIC ARTS INC
-$12.3K
1,990
+0%
增持
SCHF
SCHWAB STRATEGIC TR
-$11.5K
6,113
+0%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$10.8K
14,471
-0%
增持
XLK
SELECT SECTOR SPDR TR
-$8.3K
2,006
+0%
增持
WMT
WALMART INC
-$8.2K
3,569
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$7.2K
21,939
+5%
增持
GSBD
GOLDMAN SACHS BDC INC
+$7.1K
11,448
+3%
清仓
—
SYNLOGIC INC
-$7.1K
0
-100%
增持
UNP
UNION PAC CORP
-$5.7K
6,722
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$4.7K
10,031
+6%
减持
ADBE
ADOBE INC
-$3.1K
503
-9%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.7K
8,120
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$640
570
+4%
