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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 149 项
建仓 21
增持 66
减持 60
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$13.6M
1,043,706
+16%
减持
IVV
ISHARES TR
+$6.8M
144,854
-1%
建仓
OEF
ISHARES TR
+$4.5M
19,469
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
QUAL
ISHARES TR
+$2.5M
101,992
+6%
增持
IYW
ISHARES TR
+$2.5M
43,244
+51%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.4M
600,795
+7%
减持
EFG
ISHARES TR
-$2.1M
82,323
-29%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$2.1M
37,568
建仓
EMXC
ISHARES INC
+$1.8M
33,419
建仓
LRGF
ISHARES TR
+$1.8M
35,843
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.7M
361,004
+4%
减持
VTV
VANGUARD INDEX FDS
-$1.5M
1,557
-88%
增持
MSFT
MICROSOFT CORP
+$1.5M
15,220
+10%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
172,708
+16%
建仓
IXC
ISHARES TR
+$1.4M
37,310
增持
ESGU
ISHARES TR
+$1.3M
79,320
+5%
减持
ITOT
ISHARES TR
+$1.2M
182,776
-5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$888.7K
444,062
+6%
减持
AAPL
APPLE INC
+$819.3K
75,241
-2%
减持
USMV
ISHARES TR
-$802.7K
44,018
-25%
减持
FREL
FIDELITY COVINGTON TRUST
+$681.6K
218,730
-1%
减持
IJH
ISHARES TR
-$663.6K
29,247
-18%
增持
DGRO
ISHARES TR
+$656.6K
128,137
+1%
增持
IVW
ISHARES TR
+$654.2K
47,524
+9%
增持
MGC
VANGUARD WORLD FD
+$645.6K
30,728
+1%
清仓
ICSH
ISHARES TR
-$610.8K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$608.5K
78,488
+2%
减持
DFAC
DIMENSIONAL ETF TRUST
+$569.5K
190,911
-0%
减持
IEFA
ISHARES TR
+$558.7K
176,642
-3%
增持
QQQ
INVESCO QQQ TR
+$545.3K
4,409
+23%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$514.5K
10,676
增持
VNQ
VANGUARD INDEX FDS
+$498.8K
33,745
+6%
增持
IEMG
ISHARES INC
+$480.3K
142,418
+6%
增持
NVDA
NVIDIA CORPORATION
+$455.4K
3,003
+2%
减持
IJR
ISHARES TR
+$414.7K
41,511
-4%
增持
AMZN
AMAZON COM INC
+$408.2K
14,264
+2%
建仓
ESGV
VANGUARD WORLD FD
+$341.6K
3,937
增持
AMD
ADVANCED MICRO DEVICES INC
+$331.5K
3,669
+37%
增持
VGT
VANGUARD WORLD FDS
+$309.3K
3,235
+5%
增持
EXR
EXTRA SPACE STORAGE INC
+$305.0K
10,725
+0%
增持
IFRA
ISHARES TR
+$279.1K
39,130
+15%
增持
UNP
UNION PAC CORP
+$274.0K
6,776
+1%
建仓
GLD
SPDR GOLD TR
+$264.7K
1,414
建仓
INTC
INTEL CORP
+$257.6K
5,342
建仓
—
PINNACLE FINL PARTNERS INC
+$248.0K
2,826
建仓
BAC
BANK AMERICA CORP
+$239.0K
7,343
增持
COST
COSTCO WHSL CORP NEW
+$238.7K
1,765
+0%
建仓
RTX
RTX CORPORATION
+$236.0K
2,776
增持
TSLA
TESLA INC
-$226.5K
5,341
+3%
建仓
PLD
PROLOGIS INC.
+$217.8K
1,692
建仓
VHT
VANGUARD WORLD FDS
+$214.1K
834
建仓
LOW
LOWES COS INC
+$212.5K
967
建仓
ADSK
AUTODESK INC
+$212.4K
847
建仓
AXP
AMERICAN EXPRESS CO
+$212.2K
1,147
减持
IJS
ISHARES TR
+$209.7K
16,951
-1%
清仓
IYR
ISHARES TR
-$207.6K
0
-100%
建仓
TJX
TJX COS INC NEW
+$204.9K
2,154
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$204.1K
987
建仓
MU
MICRON TECHNOLOGY INC
+$201.8K
2,261
建仓
SLYV
SPDR SER TR
+$200.3K
2,479
增持
IWC
ISHARES TR
+$190.4K
12,607
+1%
减持
SCHD
SCHWAB STRATEGIC TR
+$190.1K
38,179
-2%
减持
TNA
DIREXION SHS ETF TR
+$188.1K
48,329
-16%
减持
AGG
ISHARES TR
-$183.4K
8,725
-21%
增持
TQQQ
PROSHARES TR
+$171.0K
7,373
+20%
减持
EFAV
ISHARES TR
+$162.6K
54,604
-1%
减持
MTUM
ISHARES TR
+$162.5K
7,867
-2%
增持
STIP
ISHARES TR
+$153.9K
27,588
+4%
减持
VOO
VANGUARD INDEX FDS
-$139.7K
2,693
-20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$138.2K
3,170
+21%
增持
DFAX
DIMENSIONAL ETF TRUST
+$133.6K
89,017
+0%
增持
ZION
ZIONS BANCORPORATION N A
+$130.8K
13,459
+1%
减持
NOW
SERVICENOW INC
+$126.5K
1,096
-11%
减持
IXUS
ISHARES TR
+$119.4K
119,196
-4%
增持
VV
VANGUARD INDEX FDS
+$118.4K
4,316
+2%
增持
DFUS
DIMENSIONAL ETF TRUST
+$116.4K
10,414
+13%
增持
DFSV
DIMENSIONAL ETF TRUST
+$105.5K
22,805
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$102.7K
2,991
+13%
增持
SCHA
SCHWAB STRATEGIC TR
+$100.7K
8,392
+19%
减持
SCZ
ISHARES TR
+$99.9K
25,011
-1%
增持
VBR
VANGUARD INDEX FDS
+$99.1K
4,888
+0%
增持
QCOM
QUALCOMM INC
+$98.0K
2,362
+0%
增持
SYLD
CAMBRIA ETF TR
+$94.4K
5,354
+23%
增持
VLUE
ISHARES TR
+$92.9K
8,857
+1%
增持
LLY
ELI LILLY & CO
+$90.8K
955
+7%
增持
V
VISA INC
+$90.3K
2,157
+2%
增持
IGSB
ISHARES TR
+$79.7K
35,377
+2%
减持
CVX
CHEVRON CORP NEW
-$78.7K
2,865
-2%
减持
MA
MASTERCARD INCORPORATED
+$75.6K
1,848
-1%
减持
MCD
MCDONALDS CORP
+$74.8K
1,609
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$72.6K
11,468
+0%
减持
IXN
ISHARES TR
+$69.1K
6,610
-1%
增持
MRK
MERCK & CO INC
+$69.0K
4,390
+1%
减持
ISRG
INTUITIVE SURGICAL INC
+$68.5K
849
-0%
增持
HD
HOME DEPOT INC
+$68.3K
1,029
+2%
增持
GOOG
ALPHABET INC
+$66.4K
4,691
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$64.8K
2,009
+0%
减持
USXF
ISHARES TR
+$61.5K
11,719
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$60.3K
7,556
-21%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$59.6K
6,484
-20%
减持
WFC
WELLS FARGO CO NEW
+$58.5K
6,743
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$56.1K
3,598
-2%
减持
AVGE
AMERICAN CENTY ETF TR
+$51.8K
17,601
-4%
增持
HQY
HEALTHEQUITY INC
+$51.7K
67,874
+0%
减持
EFA
ISHARES TR
+$50.7K
10,947
-2%
减持
GOOGL
ALPHABET INC
+$48.7K
7,543
-1%
减持
META
META PLATFORMS INC
+$44.2K
2,147
-12%
减持
VTEB
VANGUARD MUN BD FDS
-$43.0K
8,650
-14%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$42.0K
587
+3%
增持
BOND
PIMCO ETF TR
+$41.6K
8,040
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$37.5K
761
-19%
增持
COP
CONOCOPHILLIPS
-$37.4K
2,837
+0%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$35.4K
14,653
+1%
减持
VFMF
VANGUARD WELLINGTON FD
-$34.9K
4,383
-17%
增持
PFE
PFIZER INC
-$34.8K
10,571
+5%
增持
PEP
PEPSICO INC
+$31.2K
6,700
+1%
增持
SUB
ISHARES TR
+$26.8K
11,400
+0%
增持
IVE
ISHARES TR
+$26.4K
1,363
+0%
减持
IDEV
ISHARES TR
+$23.9K
8,185
-3%
减持
MUB
ISHARES TR
-$23.9K
11,183
-7%
增持
JNJ
JOHNSON & JOHNSON
+$22.5K
5,028
+0%
减持
SCHB
SCHWAB STRATEGIC TR
+$21.5K
7,404
-6%
减持
EA
ELECTRONIC ARTS INC
+$20.5K
1,951
-2%
增持
PG
PROCTER AND GAMBLE CO
+$20.5K
4,535
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$20.3K
9,592
-8%
减持
KO
COCA COLA CO
+$19.1K
3,797
-3%
减持
DIS
DISNEY WALT CO
+$18.9K
3,452
-5%
减持
WPC
WP CAREY INC
-$18.1K
3,759
-23%
增持
GSBD
GOLDMAN SACHS BDC INC
+$16.7K
11,821
+3%
减持
VO
VANGUARD INDEX FDS
-$16.7K
1,100
-15%
增持
DFCF
DIMENSIONAL ETF TRUST
+$14.0K
8,129
+0%
增持
BDX
BECTON DICKINSON & CO
-$14.0K
1,037
+7%
减持
IHI
ISHARES TR
-$12.5K
7,443
-16%
减持
SNFCA
SECURITY NATL FINL CORP
-$10.0K
30,758
-12%
减持
T
AT&T INC
+$8.5K
12,171
-9%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$7.1K
9,267
+3%
减持
ESGD
ISHARES TR
+$6.4K
4,317
-6%
减持
WMT
WALMART INC
+$6.4K
3,465
-3%
减持
—
MEDTRONIC PLC
-$5.2K
2,481
-15%
增持
HUN
HUNTSMAN CORP
+$4.7K
18,501
+0%
增持
EEM
ISHARES TR
+$4.4K
9,555
+0%
减持
ADBE
ADOBE INC
-$3.7K
435
-14%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.7K
398
+1%
减持
ESGE
ISHARES INC
+$2.5K
28,212
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.6K
3,785
-9%
减持
—
CO-DIAGNOSTICS INC
-$1.4K
31,375
-20%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.3K
6,219
-3%
减持
EFV
ISHARES TR
+$1.3K
226,555
-6%
减持
EEMV
ISHARES INC
+$1.3K
39,470
-2%
