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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 70
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVW
ISHARES TR
+$10.5M
225,237
+66%
减持
IVV
ISHARES TR
+$8.5M
142,487
-0%
增持
EFG
ISHARES TR
+$6.8M
151,408
+60%
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
AAPL
APPLE INC
+$4.8M
74,798
-1%
增持
IEMG
ISHARES INC
+$4.1M
143,734
+85%
减持
EFV
ISHARES TR
-$2.9M
103,988
-37%
增持
DYNF
BLACKROCK ETF TRUST
+$2.5M
347,622
+4%
增持
QUAL
ISHARES TR
+$2.5M
109,958
+3%
增持
DFAW
DIMENSIONAL ETF TRUST
+$2.4M
110,710
+38%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
39,543
+1054%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
646,709
+4%
清仓
IXC
ISHARES TR
-$1.9M
0
-100%
减持
ITOT
ISHARES TR
+$1.7M
165,743
-3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.7M
378,629
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.7M
469,193
+3%
减持
HEFA
ISHARES TR
-$1.3M
78,765
-35%
增持
IYW
ISHARES TR
+$1.3M
49,984
+1%
增持
IVE
ISHARES TR
+$1.2M
52,079
+7%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.2M
227,733
+8%
增持
IJH
ISHARES TR
+$1.1M
154,757
+4%
增持
MGC
VANGUARD WORLD FD
+$1.0M
32,678
+5%
增持
EMXC
ISHARES INC
+$879.3K
88,136
+7%
增持
DFAS
DIMENSIONAL ETF TRUST
+$744.7K
82,895
+3%
减持
IEFA
ISHARES TR
+$707.9K
160,246
-0%
增持
DGRO
ISHARES TR
+$630.7K
127,844
+0%
减持
DFAC
DIMENSIONAL ETF TRUST
+$603.3K
189,243
-1%
增持
MSFT
MICROSOFT CORP
+$586.1K
15,771
+1%
减持
TNA
DIREXION SHS ETF TR
+$574.0K
43,331
-6%
增持
VGT
VANGUARD WORLD FD
+$561.0K
3,747
+11%
建仓
TFLO
ISHARES TR
+$526.7K
10,418
减持
TSLA
TESLA INC
+$507.3K
5,288
-2%
增持
LLY
ELI LILLY & CO
+$505.9K
1,487
+24%
增持
VNQ
VANGUARD INDEX FDS
+$438.6K
36,047
+3%
减持
ESGU
ISHARES TR
+$430.6K
33,575
-1%
减持
IXUS
ISHARES TR
+$424.0K
115,173
-2%
减持
FREL
FIDELITY COVINGTON TRUST
+$413.9K
210,729
-4%
减持
SCHX
SCHWAB STRATEGIC TR
-$362.9K
4,162
-61%
减持
IJR
ISHARES TR
+$358.3K
38,311
-4%
增持
LRGF
ISHARES TR
+$351.0K
38,930
+6%
增持
EXR
EXTRA SPACE STORAGE INC
+$318.7K
10,806
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$305.7K
14,613
+35%
增持
QQQ
INVESCO QQQ TR
+$298.6K
4,562
+0%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$272.4K
557
清仓
SCHV
SCHWAB STRATEGIC TR
-$271.9K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$259.8K
92,738
+4%
增持
VOO
VANGUARD INDEX FDS
+$259.4K
2,946
+7%
建仓
AVGO
BROADCOM INC
+$257.1K
1,518
增持
COST
COSTCO WHSL CORP NEW
+$249.5K
1,816
+0%
建仓
TXN
TEXAS INSTRS INC
+$243.0K
1,176
建仓
FISV
FISERV INC
+$241.2K
1,535
减持
BOND
PIMCO ETF TR
-$241.2K
5,679
-34%
清仓
—
MEDTRONIC PLC
-$241.1K
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$236.6K
0
-100%
建仓
SOXX
ISHARES TR
+$225.3K
861
清仓
—
PINNACLE FINL PARTNERS INC
-$223.1K
0
-100%
增持
IFRA
ISHARES TR
+$218.5K
42,325
+3%
建仓
ADSK
AUTODESK INC
+$215.7K
850
建仓
BA
BOEING CO
+$215.7K
1,159
建仓
INTU
INTUIT
+$211.8K
318
减持
IDEV
ISHARES TR
-$209.7K
4,716
-43%
增持
IJS
ISHARES TR
+$209.6K
16,687
+1%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$208.8K
0
-100%
建仓
HWM
HOWMET AEROSPACE INC
+$205.6K
2,526
清仓
NVS
NOVARTIS AG
-$205.4K
0
-100%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$203.1K
0
-100%
建仓
ICF
ISHARES TR
+$202.2K
3,351
建仓
OKE
ONEOK INC NEW
+$201.9K
2,374
建仓
—
ASTRAZENECA PLC
+$201.9K
2,569
减持
GOOGL
ALPHABET INC
+$199.7K
7,723
-2%
增持
MUB
ISHARES TR
+$196.0K
14,733
+13%
减持
TQQQ
PROSHARES TR
+$188.2K
7,580
-1%
减持
IWC
ISHARES TR
+$184.1K
11,747
-2%
增持
ZION
ZIONS BANCORPORATION N A
+$172.3K
13,642
+5%
减持
SCHD
SCHWAB STRATEGIC TR
+$161.0K
37,527
-1%
增持
VV
VANGUARD INDEX FDS
+$159.5K
4,454
+3%
增持
MTUM
ISHARES TR
+$158.0K
7,936
+0%
增持
WMT
WALMART INC
+$153.1K
11,346
+6%
建仓
F
FORD MTR CO DEL
+$150.2K
10,441
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$149.2K
3,544
+0%
增持
GOOG
ALPHABET INC
+$143.4K
4,618
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$122.6K
5,023
-40%
减持
DFSU
DIMENSIONAL ETF TRUST
+$120.1K
34,855
-1%
减持
SPYM
SPDR SER TR
-$118.9K
761,004
-11%
增持
IGSB
ISHARES TR
+$117.6K
39,020
+4%
增持
VLUE
ISHARES TR
+$96.1K
9,364
+2%
增持
STIP
ISHARES TR
+$95.9K
29,456
+3%
减持
USMV
ISHARES TR
+$94.9K
14,941
-0%
减持
EXPD
EXPEDITORS INTL WASH INC
-$94.5K
1,932
-32%
减持
AMZN
AMAZON COM INC
+$93.9K
14,633
-2%
增持
AGG
ISHARES TR
+$92.2K
9,731
+7%
增持
ESGE
ISHARES INC
+$91.7K
24,094
+0%
减持
QCOM
QUALCOMM INC
+$91.2K
2,363
-1%
增持
UNP
UNION PAC CORP
+$90.4K
6,915
+1%
增持
VBR
VANGUARD INDEX FDS
+$86.0K
4,880
+0%
增持
BAC
BANK AMERICA CORP
+$84.2K
6,966
+8%
减持
SUB
ISHARES TR
-$76.1K
10,309
-7%
增持
—
BLACKROCK INC
+$75.6K
351
+19%
减持
IXN
ISHARES TR
+$73.5K
6,461
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$72.7K
3,905
+3%
增持
ADBE
ADOBE INC
+$71.4K
532
+10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$68.6K
2,684
-13%
增持
PG
PROCTER AND GAMBLE CO
+$67.3K
4,392
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$64.8K
703
+7%
增持
XLK
SELECT SECTOR SPDR TR
+$64.4K
2,015
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$63.3K
709
+2%
增持
AXP
AMERICAN EXPRESS CO
+$63.1K
1,422
+6%
减持
DIS
DISNEY WALT CO
-$61.9K
2,910
-5%
增持
ESGV
VANGUARD WORLD FD
+$61.3K
4,046
+4%
增持
EFA
ISHARES TR
+$55.6K
10,837
+0%
增持
NOW
SERVICENOW INC
+$55.3K
1,172
+4%
增持
META
META PLATFORMS INC
+$54.5K
2,323
+7%
减持
USXF
ISHARES TR
+$53.6K
11,016
-2%
减持
MA
MASTERCARD INCORPORATED
-$51.8K
1,795
-3%
减持
AVGE
AMERICAN CENTY ETF TR
+$49.9K
17,177
-4%
增持
TJX
TJX COS INC NEW
+$47.4K
2,180
+0%
增持
SNFCA
SECURITY NATL FINL CORP
+$47.0K
32,296
+5%
减持
EFAV
ISHARES TR
+$44.1K
50,839
-4%
减持
EEMV
ISHARES INC
+$44.0K
35,626
-4%
减持
VFMF
VANGUARD WELLINGTON FD
+$43.9K
4,361
-0%
减持
V
VISA INC
-$43.0K
2,096
-6%
增持
PFE
PFIZER INC
+$42.9K
10,132
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$42.4K
7,865
+4%
减持
DFSV
DIMENSIONAL ETF TRUST
+$42.4K
22,039
-5%
增持
COP
CONOCOPHILLIPS
-$42.0K
2,942
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$39.5K
824
-3%
减持
EEM
ISHARES TR
-$38.3K
6,259
-21%
增持
HD
HOME DEPOT INC
+$35.6K
1,023
+0%
增持
LULU
LULULEMON ATHLETICA INC
-$35.4K
763
+0%
减持
PEP
PEPSICO INC
-$34.0K
6,900
-1%
减持
SPGI
S&P GLOBAL INC
+$33.7K
552
-4%
减持
T
AT&T INC
+$32.1K
12,020
-1%
减持
SBUX
STARBUCKS CORP
-$29.8K
2,908
-0%
增持
WFC
WELLS FARGO CO NEW
+$27.6K
7,159
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$25.4K
2,471
-3%
增持
IHI
ISHARES TR
+$24.3K
8,038
+4%
减持
XSOE
WISDOMTREE TR
+$23.4K
7,642
-2%
减持
DFAR
DIMENSIONAL ETF TRUST
+$22.8K
9,961
-3%
增持
VTV
VANGUARD INDEX FDS
+$21.9K
1,668
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$20.5K
5,030
+8%
增持
LOW
LOWES COS INC
+$20.5K
1,088
+3%
减持
EA
ELECTRONIC ARTS INC
+$20.2K
1,825
-7%
减持
VO
VANGUARD INDEX FDS
-$19.6K
949
-14%
减持
KO
COCA COLA CO
+$18.0K
3,581
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$14.1K
7,845
-5%
减持
DMXF
ISHARES TR
+$13.9K
3,068
-1%
减持
SYLD
CAMBRIA ETF TR
+$13.7K
5,424
-0%
减持
CPRT
COPART INC
-$13.6K
3,752
-6%
减持
WPC
WP CAREY INC
+$12.3K
3,659
-3%
减持
PLD
PROLOGIS INC.
+$12.0K
1,879
-0%
减持
ESGD
ISHARES TR
-$11.3K
3,901
-10%
