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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 89
减持 49
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$13.4M
401,671
+117%
减持
EFG
ISHARES TR
-$8.3M
23,400
-76%
增持
DYNF
BLACKROCK ETF TRUST
+$8.0M
504,353
+26%
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
BAI
BLACKROCK ETF TRUST
+$7.7M
340,204
+151%
减持
IYW
ISHARES TR
-$7.1M
1,326
-97%
增持
IVV
ISHARES TR
+$7.0M
135,468
+1%
建仓
SHLD
GLOBAL X FDS
+$5.4M
76,539
增持
DFAE
DIMENSIONAL ETF TRUST
+$5.3M
584,093
+29%
减持
EFV
ISHARES TR
-$5.1M
284,874
-26%
增持
AAPL
APPLE INC
+$4.5M
79,259
+3%
增持
SPYM
SPDR SERIES TRUST
+$3.8M
403,677
+6%
增持
NVDA
NVIDIA CORPORATION
+$3.5M
59,237
+24%
增持
GLDM
WORLD GOLD TR
+$3.5M
96,407
+63%
增持
IVE
ISHARES TR
+$2.5M
98,761
+8%
减持
QUAL
ISHARES TR
-$2.2M
133,302
-13%
减持
VNQ
VANGUARD INDEX FDS
-$1.9M
14,054
-61%
减持
IVW
ISHARES TR
+$1.8M
189,768
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.8M
757,557
+2%
减持
IGSB
ISHARES TR
-$1.8M
212
-99%
增持
MGC
VANGUARD WORLD FD
+$1.4M
42,197
+7%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.3M
155,645
+6%
增持
THRO
BLACKROCK ETF TRUST
+$1.1M
281,790
+5%
增持
MSFT
MICROSOFT CORP
+$1.1M
17,863
+9%
减持
IEMG
ISHARES INC
-$1.0M
245,621
-14%
增持
DFAS
DIMENSIONAL ETF TRUST
+$973.3K
73,875
+15%
增持
GOOGL
ALPHABET INC
+$792.3K
7,883
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$775.8K
6,326
+28%
减持
TSLA
TESLA INC
+$768.6K
6,119
-0%
增持
VGT
VANGUARD WORLD FD
+$748.3K
4,997
+11%
增持
VCRM
VANGUARD MUN BD FDS
+$725.5K
66,299
+14%
增持
FBND
FIDELITY MERRIMACK STR TR
+$679.9K
294,673
+4%
增持
LRGF
ISHARES TR
+$640.5K
45,708
+16%
建仓
DDFS
INNOVATOR ETFS TRUST
+$596.0K
28,530
减持
ITOT
ISHARES TR
+$564.7K
131,283
-4%
清仓
ZSEP
INNOVATOR ETFS TRUST
-$539.7K
0
-100%
减持
HQY
HEALTHEQUITY INC
-$535.7K
53,557
-0%
增持
GSBD
GOLDMAN SACHS BDC INC
+$478.8K
47,319
+21507%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$471.0K
4,134
+99%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$469.0K
61,722
-1%
增持
ESGU
ISHARES TR
+$468.1K
33,230
+3%
增持
AVGO
BROADCOM INC
+$414.4K
3,695
+27%
增持
VV
VANGUARD INDEX FDS
+$411.1K
4,920
+27%
减持
IEFA
ISHARES TR
-$395.6K
134,094
-8%
减持
IJH
ISHARES TR
+$390.2K
140,772
-1%
增持
GOOG
ALPHABET INC
+$381.5K
4,778
+8%
清仓
BOND
PIMCO ETF TR
-$370.3K
0
-100%
增持
AMZN
AMAZON COM INC
+$357.6K
15,715
+11%
减持
SCHD
SCHWAB STRATEGIC TR
-$325.7K
84,156
-15%
清仓
XJPIX
NUVEEN PFD SECS & INC OPPTY
-$323.2K
0
-100%
增持
DFNM
DIMENSIONAL ETF TRUST
+$302.0K
14,642
+73%
减持
DFAU
DIMENSIONAL ETF TRUST
+$299.4K
383,323
-6%
增持
META
META PLATFORMS INC
+$276.5K
1,928
+25%
增持
VOO
VANGUARD INDEX FDS
+$273.2K
4,943
+2%
减持
IDEV
ISHARES TR
-$266.7K
107
-97%
增持
QQQ
INVESCO QQQ TR
+$266.4K
4,796
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$261.0K
10,952
-51%
减持
DGRO
ISHARES TR
+$249.8K
116,736
-3%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$243.3K
9,795
+2399%
减持
IJR
ISHARES TR
+$242.8K
29,546
-1%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$240.8K
29,367
增持
AMD
ADVANCED MICRO DEVICES INC
+$236.2K
4,200
+34%
增持
DFUS
DIMENSIONAL ETF TRUST
+$229.8K
34,144
+2%
增持
JNJ
JOHNSON & JOHNSON
+$226.1K
3,726
+22%
减持
EFA
ISHARES TR
-$199.1K
4,835
-34%
增持
STIP
ISHARES TR
+$198.6K
41,724
+4%
增持
WMT
WALMART INC
+$183.5K
14,309
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$177.8K
2,296
+22%
减持
SIL
GLOBAL X FDS
+$170.3K
8,225
-5%
增持
VLUE
ISHARES TR
+$152.2K
8,778
+5%
清仓
DIHP
DIMENSIONAL ETF TRUST
-$151.7K
0
-100%
减持
EEMV
ISHARES INC
-$142.4K
24,275
-10%
增持
SPY
SPDR S&P 500 ETF TR
+$141.9K
1,091
+15%
减持
TQQQ
PROSHARES TR
+$141.6K
7,778
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$141.4K
2,648
+1431%
减持
IXUS
ISHARES TR
-$141.4K
90,121
-8%
减持
VTV
VANGUARD INDEX FDS
-$139.9K
446
-65%
增持
ESGE
ISHARES INC
+$138.7K
21,132
+6%
增持
HD
HOME DEPOT INC
+$138.0K
1,352
+21%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$137.4K
2,134
+5%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$137.1K
1,790
+1%
减持
IJS
ISHARES TR
+$132.7K
14,967
-2%
减持
DFAC
DIMENSIONAL ETF TRUST
+$130.1K
144,825
-5%
增持
MTUM
ISHARES TR
+$127.3K
7,828
+0%
减持
COST
COSTCO WHSL CORP NEW
-$126.4K
1,952
-0%
减持
LLY
ELI LILLY & CO
-$122.9K
885
-14%
减持
IWC
ISHARES TR
+$121.1K
8,493
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$117.6K
766
+63%
增持
ABBV
ABBVIE INC
+$115.4K
960
+67%
减持
WFC
WELLS FARGO CO NEW
-$114.2K
5,618
-23%
减持
NUV
NUVEEN MUN VALUE FD INC
-$111.5K
1,505
-90%
增持
CAT
CATERPILLAR INC
+$109.3K
826
+13%
增持
—
EXXON MOBIL CORP
+$103.1K
2,772
+43%
增持
INTC
INTEL CORP
+$102.1K
6,250
+30%
增持
CI
THE CIGNA GROUP
-$101.4K
2,712
+2%
减持
ARTY
ISHARES TR
-$101.3K
1,010
-72%
减持
EXR
EXTRA SPACE STORAGE INC
-$101.1K
10,866
-2%
增持
RTX
RTX CORPORATION
+$95.0K
2,616
+11%
增持
PEP
PEPSICO INC
+$94.6K
7,283
+4%
清仓
AOM
ISHARES TR
-$94.3K
0
-100%
增持
GE
GE AEROSPACE
+$92.1K
1,017
+22%
增持
CVX
CHEVRON CORP NEW
+$89.7K
3,124
+13%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$89.6K
642
+17%
增持
IXN
ISHARES TR
+$87.9K
5,800
+5%
增持
SO
SOUTHERN CO
+$87.8K
1,242
+281%
建仓
DDFL
INNOVATOR ETFS TRUST
+$85.8K
4,250
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$85.6K
4,125
+38%
增持
DUK
DUKE ENERGY CORP NEW
+$82.1K
2,020
+42%
减持
FISV
FISERV INC
-$79.4K
978
-18%
增持
MUB
ISHARES TR
+$78.5K
10,136
+6%
减持
ORCL
ORACLE CORP
+$78.3K
1,698
-7%
清仓
DEHP
DIMENSIONAL ETF TRUST
-$77.0K
0
-100%
增持
GEV
GE VERNOVA INC
+$76.6K
332
+38%
增持
XLK
SELECT SECTOR SPDR TR
+$68.6K
2,380
+0%
减持
GLD
SPDR GOLD TR
+$67.3K
1,354
-0%
减持
PSF
COHEN & STEERS SELECT PFD &
-$67.2K
11,140
-25%
增持
MCD
MCDONALDS CORP
+$66.8K
2,069
+8%
增持
AMAT
APPLIED MATLS INC
+$66.4K
2,583
+2%
减持
AGG
ISHARES TR
-$65.7K
7,883
-9%
增持
GS
GOLDMAN SACHS GROUP INC
+$64.4K
220
+41%
增持
ZION
ZIONS BANCORPORATION N A
+$64.4K
13,852
+0%
增持
TJX
TJX COS INC NEW
+$63.8K
1,601
+18%
增持
LRCX
LAM RESEARCH CORP
+$63.6K
515
+836%
建仓
VYM
VANGUARD WHITEHALL FDS
+$63.4K
450
减持
DFSU
DIMENSIONAL ETF TRUST
+$62.5K
32,112
-3%
增持
ABT
ABBOTT LABS
+$62.2K
1,134
+72%
增持
BAC
BANK AMERICA CORP
+$61.6K
7,995
+8%
增持
MA
MASTERCARD INCORPORATED
+$61.0K
1,449
+7%
减持
SCHA
SCHWAB STRATEGIC TR
-$58.4K
10,166
-25%
增持
UNP
UNION PAC CORP
+$58.3K
6,786
+1%
增持
BLK
BLACKROCK INC
+$58.3K
315
+7%
减持
EMXC
ISHARES INC
-$58.1K
1,349
-43%
增持
—
MEDTRONIC PLC
+$58.0K
2,288
+25%
增持
NOW
SERVICENOW INC
-$57.6K
1,221
+6%
增持
AXP
AMERICAN EXPRESS CO
+$57.3K
1,522
+8%
减持
NEAR
ISHARES U S ETF TR
-$56.6K
85
-93%
减持
DFAX
DIMENSIONAL ETF TRUST
+$56.5K
77,808
-4%
减持
SYK
STRYKER CORPORATION
-$55.5K
934
-8%
减持
APH
AMPHENOL CORP NEW
+$54.4K
2,416
-2%
增持
IFRA
ISHARES TR
+$53.7K
1,850
+107%
增持
EA
ELECTRONIC ARTS INC
+$53.6K
1,053
+6%
增持
QCOM
QUALCOMM INC
+$52.8K
2,593
+9%
增持
ANET
ARISTA NETWORKS INC
+$52.4K
410
+469%
清仓
JAJL
INNOVATOR ETFS TRUST
-$51.6K
0
-100%
增持
BX
BLACKSTONE INC
+$50.7K
1,098
+20%
减持
EEM
ISHARES TR
-$50.7K
2,581
-34%
减持
—
THOMSON REUTERS CORP
-$50.1K
1,081
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$48.5K
643
+43%
增持
CL
COLGATE PALMOLIVE CO
+$48.2K
611
+8629%
增持
MS
MORGAN STANLEY
+$47.4K
568
+86%
增持
PLD
PROLOGIS INC.
+$46.8K
2,170
+13%
