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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 18
增持 76
减持 47
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
DYNF
BLACKROCK ETF TRUST
+$14.4M
334,276
减持
SPYM
SPDR SER TR
-$8.7M
855,793
-18%
增持
IVE
ISHARES TR
+$8.4M
48,819
+3482%
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
IVW
ISHARES TR
+$7.5M
135,352
+185%
减持
ESGU
ISHARES TR
-$4.7M
33,811
-57%
清仓
OEF
ISHARES TR
-$4.5M
0
-100%
建仓
HEFA
ISHARES TR
+$4.1M
122,048
减持
EFV
ISHARES TR
-$3.0M
165,122
-27%
减持
IEMG
ISHARES INC
-$2.9M
77,892
-45%
增持
EMXC
ISHARES INC
+$2.8M
82,423
+147%
增持
DFAW
DIMENSIONAL ETF TRUST
+$2.5M
80,226
+114%
减持
USMV
ISHARES TR
-$2.3M
15,005
-66%
减持
IVV
ISHARES TR
+$2.0M
143,056
-1%
增持
AAPL
APPLE INC
-$1.8M
75,648
+1%
增持
QUAL
ISHARES TR
+$1.4M
106,460
+4%
增持
EFG
ISHARES TR
+$1.4M
94,366
+15%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
209,933
+22%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
3,427
+14%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$1.2M
35,200
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
620,074
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$988.0K
375,196
+4%
增持
IYW
ISHARES TR
+$929.8K
49,396
+14%
减持
IEFA
ISHARES TR
-$822.2K
160,613
-9%
增持
DFAE
DIMENSIONAL ETF TRUST
+$709.8K
454,567
+2%
减持
ITOT
ISHARES TR
-$681.6K
170,127
-7%
增持
IXC
ISHARES TR
+$545.2K
44,903
+20%
增持
AMZN
AMAZON COM INC
+$522.8K
14,895
+4%
增持
MSFT
MICROSOFT CORP
+$468.4K
15,687
+3%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$417.9K
0
-100%
增持
IJH
ISHARES TR
+$413.8K
149,060
+410%
增持
FREL
FIDELITY COVINGTON TRUST
-$406.4K
220,307
+1%
减持
HQY
HEALTHEQUITY INC
+$360.1K
67,853
-0%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$356.7K
11,120
增持
MGC
VANGUARD WORLD FD
+$329.0K
31,258
+2%
减持
IJR
ISHARES TR
-$300.4K
39,985
-4%
增持
LLY
ELI LILLY & CO
+$292.2K
1,198
+25%
清仓
BA
BOEING CO
-$272.2K
0
-100%
增持
TSLA
TESLA INC
-$265.8K
5,406
+1%
增持
META
META PLATFORMS INC
+$263.5K
2,167
+1%
清仓
INTC
INTEL CORP
-$257.6K
0
-100%
建仓
CAT
CATERPILLAR INC
+$244.7K
680
建仓
JPM
JPMORGAN CHASE & CO
+$239.7K
1,326
建仓
SPGI
S&P GLOBAL INC
+$236.1K
578
建仓
DAL
DELTA AIR LINES INC DEL
+$234.2K
5,031
建仓
—
EXXON MOBIL CORP
+$224.1K
1,888
建仓
APH
AMPHENOL CORP NEW
+$222.7K
1,978
清仓
SCHF
SCHWAB STRATEGIC TR
-$221.5K
0
-100%
建仓
—
BLACKROCK INC
+$220.8K
294
建仓
XSOE
WISDOMTREE TR
+$220.6K
7,761
建仓
CPRT
COPART INC
+$216.2K
3,976
清仓
ADSK
AUTODESK INC
-$212.4K
0
-100%
减持
TNA
DIREXION SHS ETF TR
-$212.4K
45,922
-5%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$210.6K
10,251
减持
JNJ
JOHNSON & JOHNSON
-$209.2K
4,207
-16%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$206.1K
606
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$204.1K
0
-100%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$203.1K
3,962
清仓
MU
MICRON TECHNOLOGY INC
-$201.8K
0
-100%
建仓
DMXF
ISHARES TR
+$201.6K
3,096
建仓
ORCL
ORACLE CORP
+$200.6K
1,663
清仓
SLYV
SPDR SER TR
-$200.3K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
+$189.8K
190,813
-0%
增持
MUB
ISHARES TR
+$184.2K
13,054
+17%
增持
IFRA
ISHARES TR
+$174.1K
40,900
+5%
减持
EFAV
ISHARES TR
-$167.9K
52,999
-3%
增持
MTUM
ISHARES TR
+$141.8K
7,927
+1%
增持
AMAT
APPLIED MATLS INC
+$141.2K
3,044
+3%
增持
LRGF
ISHARES TR
+$134.3K
36,878
+3%
减持
IXUS
ISHARES TR
+$133.8K
117,681
-1%
增持
EXR
EXTRA SPACE STORAGE INC
-$132.4K
10,766
+0%
减持
IJS
ISHARES TR
-$126.1K
16,566
-2%
增持
VNQ
VANGUARD INDEX FDS
-$124.8K
35,033
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$121.7K
695
+75%
增持
GOOGL
ALPHABET INC
+$119.5K
7,906
+5%
增持
STIP
ISHARES TR
+$115.5K
28,631
+4%
减持
ESGE
ISHARES INC
-$106.9K
24,043
-15%
减持
DGRO
ISHARES TR
+$106.4K
127,697
-0%
增持
QQQ
INVESCO QQQ TR
+$106.3K
4,560
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$101.6K
2,559
-19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$92.6K
3,081
+3%
减持
SCZ
ISHARES TR
-$85.8K
23,362
-7%
增持
IGSB
ISHARES TR
+$84.6K
37,452
+6%
减持
IWC
ISHARES TR
-$82.9K
12,022
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$82.0K
3,543
-2%
增持
AXP
AMERICAN EXPRESS CO
+$79.7K
1,337
+17%
增持
WMT
WALMART INC
+$78.4K
10,713
+209%
增持
VGT
VANGUARD WORLD FD
+$77.3K
3,373
+4%
增持
WFC
WELLS FARGO CO NEW
+$76.4K
7,156
+6%
减持
DFAX
DIMENSIONAL ETF TRUST
+$75.1K
88,996
-0%
增持
COP
CONOCOPHILLIPS
+$74.2K
2,940
+4%
增持
COST
COSTCO WHSL CORP NEW
+$73.3K
1,809
+2%
增持
VOO
VANGUARD INDEX FDS
+$73.0K
2,743
+2%
减持
EEMV
ISHARES INC
-$71.7K
37,219
-6%
减持
ZION
ZIONS BANCORPORATION N A
-$70.1K
12,983
-4%
增持
AVGE
AMERICAN CENTY ETF TR
+$69.5K
17,968
+2%
增持
PEP
PEPSICO INC
+$64.6K
6,990
+4%
增持
UNP
UNION PAC CORP
-$56.9K
6,877
+1%
增持
TRMB
TRIMBLE INC
+$52.3K
6,146
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$52.1K
80,416
+2%
减持
SCHD
SCHWAB STRATEGIC TR
-$48.3K
38,041
-0%
减持
EEM
ISHARES TR
-$48.1K
7,939
-17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$46.2K
5,113
-21%
增持
CVX
CHEVRON CORP NEW
+$43.6K
2,891
+1%
减持
PFE
PFIZER INC
-$43.2K
9,966
-6%
增持
DFUS
DIMENSIONAL ETF TRUST
+$43.1K
10,799
+4%
增持
QCOM
QUALCOMM INC
+$43.0K
2,397
+1%
增持
WPC
WP CAREY INC
-$42.8K
3,767
+0%
增持
VLUE
ISHARES TR
+$39.6K
9,147
+3%
减持
RTX
RTX CORPORATION
+$36.5K
2,702
-3%
减持
VV
VANGUARD INDEX FDS
+$36.2K
4,309
-0%
减持
SUB
ISHARES TR
-$36.1K
11,107
-3%
减持
MA
MASTERCARD INCORPORATED
+$35.6K
1,845
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$35.6K
660
-13%
增持
ADBE
ADOBE INC
-$32.5K
483
+11%
增持
LOW
LOWES COS INC
+$29.2K
1,059
+10%
增持
BOND
PIMCO ETF TR
+$27.8K
8,591
+7%
增持
—
MEDTRONIC PLC
+$26.5K
3,042
+23%
增持
NVS
NOVARTIS AG
-$26.1K
2,204
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$26.0K
8,227
-5%
增持
BDX
BECTON DICKINSON & CO
+$25.9K
1,171
+13%
减持
SBUX
STARBUCKS CORP
-$25.7K
2,920
-1%
增持
MRK
MERCK & CO INC
+$25.4K
4,395
+0%
减持
HD
HOME DEPOT INC
-$25.1K
1,022
-1%
增持
SYK
STRYKER CORPORATION
+$25.0K
999
+0%
增持
TQQQ
PROSHARES TR
+$24.4K
7,675
+4%
增持
VTV
VANGUARD INDEX FDS
+$24.1K
1,661
+7%
增持
V
VISA INC
+$22.3K
2,238
+4%
增持
EA
ELECTRONIC ARTS INC
-$20.8K
1,956
+0%
减持
GOOG
ALPHABET INC
+$20.3K
4,572
-3%
增持
IDEV
ISHARES TR
+$20.3K
8,293
+1%
减持
DIS
DISNEY WALT CO
+$20.2K
3,060
-11%
增持
IHI
ISHARES TR
+$16.6K
7,749
+4%
增持
SYLD
CAMBRIA ETF TR
+$16.6K
5,433
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$16.6K
10,748
-6%
增持
IXN
ISHARES TR
+$15.9K
6,664
+1%
减持
BAC
BANK AMERICA CORP
-$15.8K
6,435
-12%
增持
DFCF
DIMENSIONAL ETF TRUST
+$15.8K
8,778
+8%
增持
MCD
MCDONALDS CORP
-$15.5K
1,750
+9%
减持
VFMF
VANGUARD WELLINGTON FD
+$15.0K
4,373
-0%
减持
KO
COCA COLA CO
-$14.1K
3,654
-4%
减持
VHT
VANGUARD WORLD FD
-$13.3K
791
-5%
减持
EFA
ISHARES TR
+$13.1K
10,819
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$11.8K
607
+3%
增持
NOW
SERVICENOW INC
+$11.7K
1,123
+2%
减持
T
AT&T INC
-$10.0K
12,089
-1%
增持
AGG
ISHARES TR
+$9.1K
9,103
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.5K
7,563
+0%
减持
SCHA
SCHWAB STRATEGIC TR
-$7.3K
8,355
-0%
增持
HUN
HUNTSMAN CORP
+$6.5K
18,540
+0%
增持
VO
VANGUARD INDEX FDS
+$6.3K
1,102
+0%
