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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 80
减持 60
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SERIES TRUST
-$15.9M
382,317
-42%
增持
EFV
ISHARES TR
+$9.8M
384,065
+56%
建仓
THRO
BLACKROCK ETF TRUST
+$9.5M
268,198
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
IEMG
ISHARES INC
+$8.9M
286,567
+86%
增持
IVV
ISHARES TR
+$8.6M
134,713
+1%
减持
EMXC
ISHARES INC
-$6.7M
2,363
-98%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$4.1M
185,500
+53%
增持
BAI
BLACKROCK ETF TRUST
+$3.9M
135,633
+25017%
增持
QUAL
ISHARES TR
+$3.2M
153,841
+6%
减持
HEFA
ISHARES TR
-$3.1M
355
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$3.0M
400,505
+4%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
47,684
+4%
减持
DFAI
DIMENSIONAL ETF TRUST
+$2.4M
744,985
-0%
增持
MSFT
MICROSOFT CORP
+$2.1M
16,427
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.8M
407,023
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.8M
282,967
+16%
增持
IVE
ISHARES TR
+$1.7M
91,745
+8%
增持
MGC
VANGUARD WORLD FD
+$1.3M
39,603
+5%
减持
DFAE
DIMENSIONAL ETF TRUST
+$1.3M
452,375
-1%
减持
GLDM
WORLD GOLD TR
-$1.3M
59,304
-29%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.3M
62,266
+0%
增持
AAPL
APPLE INC
-$1.2M
76,639
+0%
减持
ITOT
ISHARES TR
+$915.4K
137,416
-5%
增持
DFAW
DIMENSIONAL ETF TRUST
+$903.4K
147,043
+1%
增持
HQY
HEALTHEQUITY INC
+$878.5K
53,563
+0%
减持
IEFA
ISHARES TR
+$856.5K
144,985
-2%
增持
VGT
VANGUARD WORLD FD
+$785.2K
4,497
+11%
减持
EFG
ISHARES TR
+$758.1K
97,866
-4%
增持
STIP
ISHARES TR
+$742.3K
39,977
+23%
增持
IJH
ISHARES TR
+$720.2K
141,835
+2%
增持
TSLA
TESLA INC
+$527.3K
6,147
+12%
减持
IYW
ISHARES TR
+$454.2K
42,388
-14%
增持
DFAC
DIMENSIONAL ETF TRUST
+$443.0K
152,227
+0%
增持
QQQ
INVESCO QQQ TR
+$413.5K
4,737
+1%
减持
ESGU
ISHARES TR
+$409.4K
32,300
-1%
减持
LLY
ELI LILLY & CO
-$354.2K
1,024
-27%
增持
DFAS
DIMENSIONAL ETF TRUST
+$345.3K
64,106
+2%
增持
META
META PLATFORMS INC
+$336.3K
1,544
+11%
减持
VTEB
VANGUARD MUN BD FDS
-$335.5K
951
-88%
增持
AVGO
BROADCOM INC
+$326.5K
2,919
+2%
减持
AMZN
AMAZON COM INC
+$324.1K
14,098
-3%
减持
FREL
FIDELITY COVINGTON TRUST
-$312.9K
175,488
-5%
增持
LRGF
ISHARES TR
+$298.9K
39,249
+2%
减持
MTUM
ISHARES TR
+$275.6K
7,823
-1%
增持
NOW
SERVICENOW INC
+$269.7K
1,149
+0%
减持
VOO
VANGUARD INDEX FDS
+$259.3K
4,848
-0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$258.3K
81,210
+0%
减持
IXUS
ISHARES TR
+$253.0K
98,093
-7%
增持
DFUS
DIMENSIONAL ETF TRUST
+$241.6K
33,476
+1%
增持
WMT
WALMART INC
+$240.2K
13,205
+10%
增持
MUB
ISHARES TR
+$238.2K
9,580
+32%
减持
SCHD
SCHWAB STRATEGIC TR
-$227.2K
98,986
-3%
增持
TQQQ
PROSHARES TR
+$216.6K
7,984
+3%
增持
COST
COSTCO WHSL CORP NEW
+$206.8K
1,953
+7%
建仓
IBMS
ISHARES TR
+$166.8K
6,500
增持
IWC
ISHARES TR
+$162.9K
8,970
+1%
减持
VBR
VANGUARD INDEX FDS
-$154.3K
3,911
-21%
增持
—
ISHARES TR
+$154.1K
14,552
+72%
增持
JPM
JPMORGAN CHASE & CO.
+$152.7K
1,885
+17%
减持
IVW
ISHARES TR
+$148.6K
191,498
-15%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$147.6K
2,077
+29%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$145.6K
2,000
减持
UNH
UNITEDHEALTH GROUP INC
-$142.7K
471
-15%
减持
ORCL
ORACLE CORP
+$140.2K
1,826
-1%
增持
UFEB
INNOVATOR ETFS TRUST
+$137.8K
5,575
+238%
减持
GOOGL
ALPHABET INC
+$137.1K
6,379
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$132.6K
4,950
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$129.0K
3,125
+2%
增持
HUN
HUNTSMAN CORP
-$126.6K
24,148
+1%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$126.5K
0
-100%
增持
PEP
PEPSICO INC
-$123.3K
7,029
+0%
减持
USMV
ISHARES TR
-$119.1K
13,193
-9%
减持
VNQ
VANGUARD INDEX FDS
-$117.1K
36,218
-2%
减持
CPRT
COPART INC
-$115.2K
2,012
-47%
增持
BOXX
EA SERIES TRUST
+$113.8K
1,917
+109%
增持
XLK
SELECT SECTOR SPDR TR
+$111.7K
2,378
+0%
增持
NFLX
NETFLIX INC
+$110.8K
222
+11%
增持
HWM
HOWMET AEROSPACE INC
+$110.4K
1,897
+1%
减持
AGG
ISHARES TR
-$105.7K
8,629
-11%
增持
VCRM
VANGUARD MUN BD FDS
+$103.0K
57,951
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$102.7K
2,024
-6%
减持
DGRO
ISHARES TR
+$102.4K
120,388
-2%
减持
IGSB
ISHARES TR
-$101.1K
33,614
-6%
增持
AMAT
APPLIED MATLS INC
+$100.4K
2,526
+1%
减持
IJR
ISHARES TR
+$96.2K
29,903
-1%
建仓
AOM
ISHARES TR
+$94.3K
2,047
增持
GOOG
ALPHABET INC
+$93.7K
4,409
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$88.8K
947
-21%
减持
JNJ
JOHNSON & JOHNSON
-$85.8K
3,042
-8%
减持
VLUE
ISHARES TR
-$84.0K
8,352
-13%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$78.3K
6,385
-20%
减持
TJX
TJX COS INC NEW
-$76.3K
1,357
-32%
减持
CVX
CHEVRON CORP NEW
-$75.3K
2,761
-2%
增持
WFC
WELLS FARGO CO NEW
+$74.6K
7,303
+3%
增持
DIS
DISNEY WALT CO
+$74.5K
2,606
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$72.3K
547
-7%
减持
AXP
AMERICAN EXPRESS CO
+$68.0K
1,405
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$65.4K
804
+7%
减持
SCZ
ISHARES TR
+$64.9K
14,846
-7%
增持
RGLD
ROYAL GOLD INC
+$64.7K
1,026
+43%
减持
EFAV
ISHARES TR
+$61.6K
36,731
-5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$60.7K
2,981
+15%
增持
BDX
BECTON DICKINSON & CO
-$60.7K
1,201
+3%
增持
BAC
BANK AMERICA CORP
+$60.1K
7,414
+6%
增持
GEV
GE VERNOVA INC
+$60.1K
241
+9%
减持
EEMV
ISHARES INC
+$59.6K
26,940
-4%
增持
GE
GE AEROSPACE
+$58.2K
831
+7%
减持
USXF
ISHARES TR
+$57.8K
9,251
-2%
增持
BA
BOEING CO
+$57.4K
1,215
+5%
增持
CAT
CATERPILLAR INC
+$56.6K
733
+6%
减持
MA
MASTERCARD INCORPORATED
-$54.8K
1,358
-9%
减持
PG
PROCTER AND GAMBLE CO
-$54.6K
4,412
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$54.6K
30
-85%
增持
INTU
INTUIT
+$54.4K
306
+1%
增持
IBDT
ISHARES TR
+$54.0K
8,556
+32%
减持
NVO
NOVO-NORDISK A S
-$52.9K
672
-53%
减持
UNP
UNION PAC CORP
-$52.3K
6,718
-1%
减持
DFIC
DIMENSIONAL ETF TRUST
-$51.3K
778
-71%
增持
IAU
ISHARES GOLD TR
+$51.2K
1,381
+133%
清仓
KNSL
KINSALE CAP GROUP INC
-$51.1K
0
-100%
减持
—
ASML HOLDING N V
-$50.9K
77
-55%
增持
ESGV
VANGUARD WORLD FD
+$50.1K
3,808
+2%
增持
—
FERRARI N V
+$50.0K
148
+179%
清仓
FNDX
SCHWAB STRATEGIC TR
-$49.1K
0
-100%
增持
EME
EMCOR GROUP INC
+$48.5K
282
+2%
增持
UPRO
PROSHARES TR
+$46.1K
846
+100%
增持
SCHB
SCHWAB STRATEGIC TR
+$45.4K
18,102
+1%
减持
IHI
ISHARES TR
-$45.4K
6,804
-13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$44.5K
6,952
+0%
减持
OKE
ONEOK INC NEW
-$44.2K
2,399
-1%
增持
RTX
RTX CORPORATION
+$44.1K
2,347
+4%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$42.6K
159
-72%
增持
ADSK
AUTODESK INC
+$42.3K
814
+2%
增持
TXN
TEXAS INSTRS INC
+$42.1K
1,223
+4%
建仓
WDAY
WORKDAY INC
+$41.5K
173
减持
EFA
ISHARES TR
-$41.2K
7,278
-14%
减持
BKNG
BOOKING HOLDINGS INC
+$40.8K
69
-12%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$39.1K
449
+28%
增持
FTEC
FIDELITY COVINGTON TRUST
+$38.0K
1,051
+0%
增持
COP
CONOCOPHILLIPS
-$37.9K
2,891
+2%
增持
SUB
ISHARES TR
+$37.7K
9,112
+3%
增持
MRK
MERCK & CO INC
-$37.2K
4,587
+3%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$37.1K
2
-99%
减持
APH
AMPHENOL CORP NEW
+$37.1K
2,477
-22%
增持
BLK
BLACKROCK INC
+$35.6K
295
+2%
减持
—
ASTRAZENECA PLC
-$35.5K
1,475
-22%
减持
LULU
LULULEMON ATHLETICA INC
-$35.5K
761
-0%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$34.4K
936
建仓
RGLO
RUSSELL INVTS EXCHANGE TRADE
+$34.3K
1,295
增持
ZION
ZIONS BANCORPORATION N A
+$33.3K
13,849
+1%
