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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 10
增持 72
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$10.9M
75,413
-43%
增持
IVE
ISHARES TR
+$9.8M
142,335
+44%
增持
DFAE
DIMENSIONAL ETF TRUST
+$5.8M
743,154
+27%
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
SPMO
INVESCO EXCH TRADED FD TR II
+$4.3M
99,074
+61%
减持
AAPL
APPLE INC
-$3.2M
62,305
-21%
增持
IVV
ISHARES TR
+$2.7M
136,375
+1%
减持
MSFT
MICROSOFT CORP
-$2.4M
14,266
-20%
增持
DYNF
BLACKROCK ETF TRUST
+$1.8M
520,752
+3%
增持
SPYM
SPDR SERIES TRUST
+$1.7M
415,737
+3%
增持
IVW
ISHARES TR
+$1.5M
197,737
+4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.4M
759,225
+0%
减持
UNP
UNION PAC CORP
-$1.3M
1,124
-83%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.3M
412,035
+3%
增持
VCRM
VANGUARD MUN BD FDS
+$1.2M
81,481
+23%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
53,486
-10%
减持
EFG
ISHARES TR
-$1.1M
14,175
-39%
增持
DFCF
DIMENSIONAL ETF TRUST
+$884.1K
24,398
+576%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$869.1K
4,598
-27%
减持
HQY
HEALTHEQUITY INC
-$765.9K
47,044
-12%
增持
GOOGL
ALPHABET INC
+$722.7K
8,432
+7%
增持
THRO
BLACKROCK ETF TRUST
+$700.0K
294,828
+5%
增持
MGC
VANGUARD WORLD FD
+$673.5K
43,689
+4%
增持
BAI
BLACKROCK ETF TRUST
+$667.5K
369,035
+8%
减持
PEP
PEPSICO INC
-$664.2K
2,499
-66%
增持
IEMG
ISHARES INC
+$639.3K
250,382
+2%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$521.9K
287
-98%
减持
FBND
FIDELITY MERRIMACK STR TR
-$519.8K
284,663
-3%
增持
SIL
GLOBAL X FDS
+$508.7K
13,145
+60%
增持
IJH
ISHARES TR
+$497.7K
146,734
+4%
减持
GLDM
WORLD GOLD TR
+$439.0K
91,476
-5%
减持
FREL
FIDELITY COVINGTON TRUST
-$399.7K
160,236
-5%
减持
SUB
ISHARES TR
-$378.1K
5,587
-39%
清仓
—
ISHARES TR
-$366.6K
0
-100%
增持
GOOG
ALPHABET INC
+$349.3K
4,821
+1%
增持
LLY
ELI LILLY & CO
+$307.3K
915
+3%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$305.3K
687
增持
VTI
VANGUARD INDEX FDS
+$292.4K
1,092
+385%
减持
ISRG
INTUITIVE SURGICAL INC
-$290.5K
178
-80%
减持
ITOT
ISHARES TR
-$284.1K
126,688
-4%
增持
NOW
SERVICENOW INC
-$276.3K
5,531
+353%
减持
META
META PLATFORMS INC
-$267.8K
1,739
-10%
减持
RTX
RTX CORPORATION
-$256.0K
991
-62%
减持
DFAU
DIMENSIONAL ETF TRUST
+$245.5K
380,050
-1%
减持
PG
PROCTER AND GAMBLE CO
-$244.3K
2,990
-32%
增持
AMD
ADVANCED MICRO DEVICES INC
+$241.2K
4,299
+2%
减持
ORCL
ORACLE CORP
-$232.0K
1,260
-26%
清仓
—
ISHARES TR
-$229.5K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$219.3K
1,841
-6%
建仓
PYLD
PIMCO ETF TR
+$201.4K
7,550
增持
AMAT
APPLIED MATLS INC
+$190.2K
2,798
+8%
增持
VOO
VANGUARD INDEX FDS
+$186.1K
5,123
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$181.1K
75,191
+2%
减持
IXUS
ISHARES TR
+$175.2K
89,998
-0%
增持
ESGU
ISHARES TR
+$175.2K
33,653
+1%
增持
VGT
VANGUARD WORLD FD
+$169.8K
5,175
+4%
增持
LRGF
ISHARES TR
+$156.3K
47,730
+4%
减持
HD
HOME DEPOT INC
-$151.2K
1,152
-15%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$138.9K
1,782
-0%
增持
VLUE
ISHARES TR
+$132.3K
8,996
+2%
增持
STIP
ISHARES TR
+$131.5K
43,404
+4%
建仓
DDTO
INNOVATOR ETFS TRUST
+$123.9K
5,723
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$121.8K
2,362
+11%
增持
ESGV
VANGUARD WORLD FD
+$121.2K
4,655
+25%
增持
EXR
EXTRA SPACE STORAGE INC
-$114.1K
10,884
+0%
减持
WMT
WALMART INC
+$112.6K
14,247
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$109.7K
4,558
+72%
增持
VCRB
VANGUARD MALVERN FDS
+$107.3K
4,410
+46%
建仓
UL
UNILEVER PLC
+$103.5K
1,582
清仓
—
UNILEVER PLC
-$103.3K
0
-100%
减持
FISV
FISERV INC
-$102.7K
349
-64%
建仓
IBTQ
ISHARES TR
+$101.9K
4,000
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$97.6K
2,581
+74%
增持
SLV
ISHARES SILVER TR
+$97.6K
3,771
+10%
增持
CAT
CATERPILLAR INC
+$96.7K
857
+4%
减持
HON
HONEYWELL INTL INC
-$94.2K
379
-53%
增持
SPY
SPDR S&P 500 ETF TR
+$90.2K
1,198
+10%
减持
VO
VANGUARD INDEX FDS
-$88.9K
2,018
-12%
减持
EFV
ISHARES TR
-$87.0K
269,374
-5%
减持
ICSH
ISHARES TR
-$85.0K
10,297
-14%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$83.4K
4,593
-26%
增持
CSCO
CISCO SYS INC
+$82.2K
3,362
+30%
减持
EFAV
ISHARES TR
-$81.2K
34,391
-4%
减持
MRK
MERCK & CO INC
+$76.1K
4,383
-5%
建仓
VSGX
VANGUARD WORLD FD
+$75.1K
1,049
增持
UPS
UNITED PARCEL SERVICE INC
+$74.2K
1,065
+183%
增持
IFRA
ISHARES TR
+$74.1K
3,267
+77%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$74.1K
1,020
-49%
建仓
PACS
PACS GROUP INC
+$73.9K
1,925
增持
AXP
AMERICAN EXPRESS CO
+$69.4K
1,554
+2%
增持
ESGE
ISHARES INC
+$68.4K
22,321
+6%
减持
VNQ
VANGUARD INDEX FDS
-$66.0K
13,773
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$65.4K
603
-21%
增持
MU
MICRON TECHNOLOGY INC
+$62.8K
373
+43%
增持
LRCX
LAM RESEARCH CORP
+$61.8K
764
+48%
增持
OEF
ISHARES TR
+$61.6K
259
+216%
增持
ABBV
ABBVIE INC
+$60.1K
1,236
+29%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$58.2K
188
-92%
减持
EEM
ISHARES TR
-$57.7K
1,464
-43%
减持
ADBE
ADOBE INC
-$56.4K
176
-47%
减持
DFUS
DIMENSIONAL ETF TRUST
+$56.2K
34,105
-0%
增持
—
EXXON MOBIL CORP
+$55.9K
3,062
+10%
减持
DFAC
DIMENSIONAL ETF TRUST
-$55.3K
139,698
-4%
建仓
DDFN
INNOVATOR ETFS TRUST
+$55.1K
2,875
减持
GLD
SPDR GOLD TR
+$54.5K
1,352
-0%
减持
TSLA
TESLA INC
-$53.1K
5,933
-3%
减持
WFC
WELLS FARGO CO NEW
+$51.1K
5,601
-0%
减持
DAL
DELTA AIR LINES INC DEL
+$51.0K
4,107
-0%
减持
—
FERRARI N V
-$50.3K
66
-57%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$49.7K
3,963
-4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$49.4K
712
+2%
增持
IYW
ISHARES TR
+$48.0K
1,541
+16%
减持
BA
BOEING CO
-$48.0K
1,118
-17%
增持
—
ASML HOLDING N V
+$47.7K
126
+40%
减持
CI
THE CIGNA GROUP
-$47.6K
2,667
-2%
减持
VB
VANGUARD INDEX FDS
-$47.4K
1,869
-10%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$47.1K
1,105
+1373%
增持
MAR
MARRIOTT INTL INC NEW
+$46.5K
802
+3%
增持
IAU
ISHARES GOLD TR
+$46.2K
1,863
+29%
增持
COO
COOPER COS INC
+$45.7K
569
+4277%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$45.7K
206
+151%
建仓
PFF
ISHARES TR
+$44.6K
1,440
减持
AZO
AUTOZONE INC
-$44.4K
45
-2%
减持
EEMV
ISHARES INC
-$44.2K
23,506
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$44.0K
348
-27%
增持
—
ACCENTURE PLC IRELAND
+$43.6K
339
+77%
减持
ABT
ABBOTT LABS
-$43.4K
866
-24%
减持
—
EATON CORP PLC
-$43.3K
307
-19%
减持
USXF
ISHARES TR
-$43.3K
8,456
-9%
增持
MUB
ISHARES TR
+$43.1K
10,479
+3%
减持
WDAY
WORKDAY INC
-$42.8K
102
-62%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$42.6K
229
-30%
增持
IRM
IRON MTN INC DEL
+$42.3K
597
+741%
增持
BAC
BANK AMERICA CORP
+$41.6K
8,255
+3%
减持
UBER
UBER TECHNOLOGIES INC
-$41.5K
179
-69%
增持
GSBD
GOLDMAN SACHS BDC INC
-$41.1K
47,429
+0%
增持
NU
NU HLDGS LTD
+$41.0K
4,032
+144%
增持
IJR
ISHARES TR
+$40.9K
29,554
+0%
减持
SO
SOUTHERN CO
-$40.9K
881
-29%
增持
NFLX
NETFLIX INC
-$40.4K
2,766
+1006%
减持
BLK
BLACKROCK INC
-$40.2K
306
-3%
建仓
DDTD
INNOVATOR ETFS TRUST
+$40.2K
2,100
减持
JNJ
JOHNSON & JOHNSON
-$39.4K
3,148
-16%
增持
JPM
JPMORGAN CHASE & CO.
+$39.1K
2,369
+3%
增持
VV
VANGUARD INDEX FDS
+$38.2K
4,933
+0%
增持
PM
PHILIP MORRIS INTL INC
+$37.9K
377
+171%
清仓
EMO
CLEARBRIDGE ENERGY MIDSTRM O
-$37.9K
0
-100%
减持
HIMS
HIMS & HERS HEALTH INC
-$37.3K
1,470
-2%
增持
TJX
TJX COS INC NEW
+$36.2K
1,742
+9%
增持
T
AT&T INC
+$35.9K
9,994
+33%
增持
APH
AMPHENOL CORP NEW
+$35.7K
2,477
+3%
