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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 7
增持 68
减持 69
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES TR
+$10.3M
286,375
+175%
清仓
HEFA
ISHARES TR
-$2.8M
0
-100%
增持
EMXC
ISHARES INC
+$2.5M
131,797
+50%
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
IEMG
ISHARES INC
-$2.5M
97,541
-32%
增持
QUAL
ISHARES TR
+$2.0M
118,321
+8%
增持
DYNF
BLACKROCK ETF TRUST
+$1.8M
372,178
+7%
减持
SPYM
SPDR SER TR
-$1.6M
717,989
-6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
255,463
+12%
增持
IVE
ISHARES TR
+$1.2M
55,398
+6%
减持
DFAC
DIMENSIONAL ETF TRUST
-$966.1K
156,675
-17%
增持
DFAW
DIMENSIONAL ETF TRUST
+$921.8K
123,072
+11%
减持
ITOT
ISHARES TR
-$865.5K
154,861
-7%
增持
NVDA
NVIDIA CORPORATION
+$824.8K
44,237
+12%
减持
EFG
ISHARES TR
-$631.3K
147,692
-2%
建仓
ZSEP
INNOVATOR ETFS TRUST
+$519.3K
20,850
减持
MUB
ISHARES TR
-$498.9K
10,030
-32%
减持
AVGE
AMERICAN CENTY ETF TR
-$478.6K
10,413
-39%
减持
IYW
ISHARES TR
-$444.1K
47,775
-4%
增持
MSFT
MICROSOFT CORP
-$439.8K
15,880
+1%
减持
IEFA
ISHARES TR
-$434.4K
154,001
-4%
减持
IXUS
ISHARES TR
-$396.0K
108,576
-6%
减持
IVW
ISHARES TR
-$391.6K
219,582
-3%
增持
VNQ
VANGUARD INDEX FDS
+$390.3K
37,338
+4%
增持
VOO
VANGUARD INDEX FDS
+$374.8K
3,572
+21%
建仓
VB
VANGUARD INDEX FDS
+$363.8K
1,515
减持
LLY
ELI LILLY & CO
-$358.9K
1,141
-23%
减持
DFAX
DIMENSIONAL ETF TRUST
-$350.1K
79,618
-14%
减持
IJR
ISHARES TR
-$348.8K
35,233
-8%
增持
DFAI
DIMENSIONAL ETF TRUST
+$333.3K
655,177
+1%
减持
DGRO
ISHARES TR
+$328.4K
126,330
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$325.3K
4,065
+15%
减持
META
META PLATFORMS INC
-$316.8K
1,400
-40%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$297.2K
5,879
减持
DFAS
DIMENSIONAL ETF TRUST
-$269.1K
78,553
-5%
减持
GOOGL
ALPHABET INC
-$263.0K
6,995
-9%
增持
IFRA
ISHARES TR
+$260.6K
45,507
+8%
增持
VO
VANGUARD INDEX FDS
+$257.3K
1,858
+96%
建仓
USEP
INNOVATOR ETFS TRUST
+$255.9K
7,350
减持
IVV
ISHARES TR
-$242.4K
138,517
-3%
建仓
LCTU
BLACKROCK ETF TRUST
+$239.6K
3,777
减持
SCZ
ISHARES TR
-$239.5K
17,986
-18%
增持
SCHX
SCHWAB STRATEGIC TR
+$236.5K
22,482
+440%
增持
SPY
SPDR S&P 500 ETF TR
+$235.4K
1,091
+55%
增持
IJH
ISHARES TR
+$234.4K
156,041
+1%
建仓
D
DOMINION ENERGY INC
+$228.1K
3,960
清仓
T
AT&T INC
-$226.6K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
+$224.9K
374,798
-1%
清仓
BA
BOEING CO
-$215.7K
0
-100%
清仓
INTU
INTUIT
-$211.8K
0
-100%
清仓
HWM
HOWMET AEROSPACE INC
-$205.6K
0
-100%
减持
IWC
ISHARES TR
-$204.2K
10,473
-11%
建仓
EUSB
ISHARES TR
+$203.6K
4,630
增持
NOW
SERVICENOW INC
+$200.6K
1,177
+0%
减持
TSLA
TESLA INC
-$196.3K
5,285
-0%
减持
EFAV
ISHARES TR
-$186.7K
45,686
-10%
减持
HQY
HEALTHEQUITY INC
+$161.5K
67,845
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$154.0K
16,707
+14%
清仓
F
FORD MTR CO DEL
-$150.2K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$149.4K
5,470
+12%
增持
EXR
EXTRA SPACE STORAGE INC
+$142.0K
11,237
+4%
减持
AMAT
APPLIED MATLS INC
-$141.9K
2,571
-0%
增持
SCHD
SCHWAB STRATEGIC TR
-$141.7K
101,777
+171%
增持
ESGU
ISHARES TR
+$138.4K
33,768
+1%
增持
WMT
WALMART INC
+$136.6K
11,398
+0%
增持
MGC
VANGUARD WORLD FD
+$133.0K
32,684
+0%
增持
MCD
MCDONALDS CORP
+$129.9K
1,865
+6%
减持
DFAE
DIMENSIONAL ETF TRUST
-$125.4K
463,483
-1%
减持
GOOG
ALPHABET INC
-$118.9K
4,421
-4%
增持
HUN
HUNTSMAN CORP
+$113.4K
23,676
+27%
增持
USXF
ISHARES TR
+$111.8K
12,870
+17%
减持
SUB
ISHARES TR
-$111.8K
9,173
-11%
增持
PEP
PEPSICO INC
+$109.6K
7,086
+3%
减持
EEMV
ISHARES INC
-$103.6K
32,401
-9%
减持
VV
VANGUARD INDEX FDS
-$98.6K
3,969
-11%
增持
GLD
SPDR GOLD TR
+$92.6K
1,689
+19%
减持
QCOM
QUALCOMM INC
-$87.8K
2,341
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$87.1K
13,316
+165%
减持
BKNG
BOOKING HOLDINGS INC
-$82.2K
87
-22%
增持
HD
HOME DEPOT INC
+$80.0K
1,101
+8%
增持
LRGF
ISHARES TR
+$78.3K
39,035
+0%
减持
COST
COSTCO WHSL CORP NEW
+$73.8K
1,809
-0%
增持
DMXF
ISHARES TR
+$72.9K
4,120
+34%
增持
AMZN
AMAZON COM INC
-$72.7K
14,661
+0%
减持
USMV
ISHARES TR
+$71.8K
14,809
-1%
增持
MRK
MERCK & CO INC
-$60.7K
4,408
+0%
增持
IGSB
ISHARES TR
+$60.5K
39,693
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$59.4K
1,541
+16%
增持
DFAR
DIMENSIONAL ETF TRUST
+$58.0K
11,481
+15%
减持
EA
ELECTRONIC ARTS INC
-$56.8K
1,440
-21%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$56.3K
645
+8%
减持
SBUX
STARBUCKS CORP
+$55.7K
2,896
-0%
增持
STIP
ISHARES TR
+$55.5K
29,597
+0%
减持
FREL
FIDELITY COVINGTON TRUST
-$53.5K
192,391
-9%
增持
TQQQ
PROSHARES TR
-$51.3K
7,723
+2%
增持
AVGO
BROADCOM INC
+$48.8K
1,738
+14%
增持
AMD
ADVANCED MICRO DEVICES INC
-$48.8K
4,115
+5%
增持
CPRT
COPART INC
+$43.4K
4,485
+20%
增持
AXP
AMERICAN EXPRESS CO
+$42.7K
1,434
+1%
减持
DIS
DISNEY WALT CO
-$40.9K
2,607
-10%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$40.1K
7,091
-10%
减持
MA
MASTERCARD INCORPORATED
+$37.7K
1,644
-8%
减持
SYLD
CAMBRIA ETF TR
-$37.3K
4,871
-10%
减持
IJS
ISHARES TR
-$37.2K
16,146
-3%
增持
—
ASTRAZENECA PLC
+$37.0K
3,069
+19%
减持
PFE
PFIZER INC
-$35.9K
8,932
-12%
减持
EFA
ISHARES TR
-$35.8K
10,407
-4%
减持
CVX
CHEVRON CORP NEW
-$35.6K
2,801
-2%
减持
—
BLACKROCK INC
+$34.7K
329
-6%
增持
DAL
DELTA AIR LINES INC DEL
+$33.9K
5,036
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$33.3K
2,490
-7%
减持
FISV
FISERV INC
+$32.6K
1,411
-8%
减持
V
VISA INC
-$32.1K
1,906
-9%
减持
IXN
ISHARES TR
-$31.4K
6,346
-2%
增持
AGG
ISHARES TR
+$31.3K
9,912
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$30.7K
2,505
+1%
增持
PG
PROCTER AND GAMBLE CO
+$29.9K
4,396
+0%
增持
COP
CONOCOPHILLIPS
-$29.2K
2,943
+0%
减持
BTZ
BLACKROCK CR ALLOCATION INCO
-$26.3K
11,845
-19%
减持
LOW
LOWES COS INC
+$22.4K
1,010
-7%
减持
DFSU
DIMENSIONAL ETF TRUST
+$20.9K
34,337
-1%
增持
WFC
WELLS FARGO CO NEW
+$20.2K
7,162
+0%
增持
CAT
CATERPILLAR INC
+$19.8K
683
+0%
减持
KO
COCA COLA CO
-$19.6K
2,993
-16%
减持
VTEB
VANGUARD MUN BD FDS
-$18.3K
7,444
-5%
减持
SPGI
S&P GLOBAL INC
-$18.3K
476
-14%
增持
GSBD
GOLDMAN SACHS BDC INC
-$17.4K
12,928
+3%
增持
VGT
VANGUARD WORLD FD
+$16.5K
3,822
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$16.3K
8,834
+3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$15.7K
530
-5%
增持
QQQ
INVESCO QQQ TR
+$15.5K
4,645
+2%
减持
ISRG
INTUITIVE SURGICAL INC
+$15.2K
786
-5%
增持
ADBE
ADOBE INC
-$14.9K
564
+6%
减持
ESGE
ISHARES INC
+$14.2K
23,825
-1%
减持
TJX
TJX COS INC NEW
-$13.5K
2,032
-7%
减持
JNJ
JOHNSON & JOHNSON
-$13.1K
3,656
-10%
增持
SCHB
SCHWAB STRATEGIC TR
+$12.9K
22,212
+200%
减持
BDX
BECTON DICKINSON & CO
+$12.3K
1,168
-0%
增持
BAC
BANK AMERICA CORP
+$11.6K
7,570
+9%
增持
ESGD
ISHARES TR
+$11.5K
4,044
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$11.4K
679
-4%
增持
TFLO
ISHARES TR
+$9.5K
10,616
+2%
减持
EEM
ISHARES TR
-$9.1K
5,934
-5%
减持
DFSI
DIMENSIONAL ETF TRUST
-$8.8K
10,260
-4%
减持
XSOE
WISDOMTREE TR
-$8.6K
7,246
-5%
增持
—
EXXON MOBIL CORP
+$8.4K
1,898
+0%
减持
IHI
ISHARES TR
+$8.3K
7,889
-2%
增持
SOXX
ISHARES TR
+$6.3K
1,019
+18%
增持
ZION
ZIONS BANCORPORATION N A
+$5.8K
13,682
+0%
减持
—
CO-DIAGNOSTICS INC
-$5.7K
28,375
-10%
增持
AAPL
APPLE INC
+$5.3K
75,131
+0%
