小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 89
减持 46
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
ACWX
ISHARES TR
+$33.7M
491,882
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$24.2M
4,877
-99%
增持
SPYM
SPDR SERIES TRUST
+$18.3M
675,168
+62%
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
-$14.4M
34,885
-86%
减持
EFV
ISHARES TR
-$7.9M
152,689
-43%
减持
DYNF
BLACKROCK ETF TRUST
-$6.3M
435,609
-16%
减持
GLDM
WORLD GOLD TR
-$4.9M
31,558
-66%
增持
SHLD
GLOBAL X FDS
+$3.4M
124,454
+50%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.3M
102,761
+321%
增持
IVV
ISHARES TR
-$3.1M
138,197
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.2M
779,259
+5%
增持
GBCI
GLACIER BANCORP INC NEW
+$2.0M
44,091
+367325%
减持
IVE
ISHARES TR
-$1.6M
135,184
-5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
316,985
+11%
增持
AAPL
APPLE INC
-$1.0M
62,645
+1%
增持
MSFT
MICROSOFT CORP
-$1.0M
15,846
+11%
增持
DFAI
DIMENSIONAL ETF TRUST
+$811.1K
763,480
+1%
增持
ITOT
ISHARES TR
-$588.1K
128,127
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
-$556.9K
381,858
+0%
减持
TSLA
TESLA INC
-$553.3K
5,689
-4%
增持
NVDA
NVIDIA CORPORATION
-$548.3K
54,053
+1%
增持
ZION
ZIONS BANCORPORATION NATL AS
+$488.4K
22,464
+63%
增持
IVW
ISHARES TR
-$460.9K
211,406
+7%
增持
BAI
BLACKROCK ETF TRUST
+$439.2K
386,284
+5%
减持
GSBD
GOLDMAN SACHS BDC INC
-$437.2K
329
-99%
增持
MGC
VANGUARD WORLD FD
-$402.2K
44,727
+2%
增持
VCRM
VANGUARD MUN BD FDS
+$397.4K
87,225
+7%
增持
HQY
HEALTHEQUITY INC
-$377.8K
47,049
+0%
增持
WFC
WELLS FARGO & CO
+$362.1K
11,106
+98%
增持
IJH
ISHARES TR
+$358.2K
148,714
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$351.2K
85,371
+3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$306.9K
1,902
+3%
减持
IEFA
ISHARES TR
-$305.2K
126,253
-4%
减持
DFAW
DIMENSIONAL ETF TRUST
-$288.8K
147,895
-2%
增持
CSCO
CISCO SYS INC
+$283.2K
6,988
+108%
增持
QUAL
ISHARES TR
-$274.7K
76,659
+2%
增持
AMZN
AMAZON COM INC
-$273.1K
15,110
+2%
增持
V
VISA INC
+$257.4K
2,712
+69%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$255.4K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$250.3K
3,296
-23%
减持
SYK
STRYKER CORPORATION
-$244.9K
320
-68%
增持
WMT
WALMART INC
+$244.5K
14,739
+3%
增持
NOW
SERVICENOW INC
-$240.6K
5,803
+5%
增持
MUB
ISHARES TR
+$224.2K
12,686
+21%
增持
CVX
CHEVRON CORPORATION
+$207.6K
3,260
+6%
减持
SBUX
STARBUCKS CORP
-$195.1K
761
-76%
增持
IXUS
ISHARES TR
+$192.5K
90,142
+0%
增持
GEV
GE VERNOVA INC
+$191.8K
488
+36%
减持
TQQQ
PROSHARES TR
-$178.4K
14,248
-3%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$168.6K
1,783
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$167.4K
4,474
-3%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$167.0K
339
-51%
增持
DFAS
DIMENSIONAL ETF TRUST
+$166.7K
75,992
+1%
减持
AMAT
APPLIED MATLS INC
-$165.7K
1,619
-42%
增持
—
EXXON MOBIL CORP
+$164.9K
3,143
+3%
增持
JNJ
JOHNSON & JOHNSON
+$162.3K
3,329
+6%
增持
ESGE
ISHARES INC
+$158.1K
25,160
+13%
增持
GOOGL
ALPHABET INC
-$157.6K
8,630
+2%
减持
USXF
ISHARES TR
-$156.9K
5,978
-29%
减持
EUSB
ISHARES TR
-$154.5K
365
-91%
增持
CAT
CATERPILLAR INC
+$153.4K
909
+6%
减持
IYW
ISHARES TR
-$151.9K
859
-44%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$148.7K
3,799
-4%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$144.8K
710
增持
GPIX
GOLDMAN SACHS ETF TR
+$138.9K
3,387
+484%
减持
EQR
EQUITY RESIDENTIAL
-$138.8K
100
-96%
清仓
—
ASTRAZENECA PLC
-$137.8K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$135.9K
138,826
-1%
增持
VLUE
ISHARES TR
+$132.7K
9,584
+7%
增持
COP
CONOCOPHILLIPS
+$131.2K
3,107
+4%
减持
QCOM
QUALCOMM INC
-$130.9K
2,398
-7%
增持
VTEB
VANGUARD MUN BD FDS
+$130.2K
3,969
+194%
增持
GOOG
ALPHABET INC
-$129.5K
4,823
+0%
减持
AXP
AMERICAN EXPRESS CO
-$127.7K
1,478
-5%
增持
LCTU
BLACKROCK ETF TRUST
+$124.6K
2,280
+378%
增持
—
MEDTRONIC PLC
+$121.8K
3,798
+76%
减持
EFG
ISHARES TR
-$121.0K
13,413
-5%
增持
DIS
DISNEY WALT CO
+$119.8K
4,170
+68%
增持
QQQ
INVESCO QQQ TR
-$116.5K
4,742
+2%
增持
INTC
INTEL CORP
+$116.3K
7,348
+30%
减持
MA
MASTERCARD INCORPORATED
-$115.3K
1,482
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$114.7K
2,463
+4%
增持
IBDS
ISHARES TR
+$112.7K
6,825
+215%
增持
DFUS
DIMENSIONAL ETF TRUST
-$107.9K
34,152
+0%
增持
LLY
ELI LILLY & CO
-$105.7K
954
+4%
增持
FAF
FIRST AMERN FINL CORP
+$104.8K
2,081
+518%
增持
GE
GE AEROSPACE
+$103.6K
1,480
+44%
减持
BOXX
EA SERIES TRUST
-$103.6K
1,000
-48%
增持
BE
BLOOM ENERGY CORP
+$102.4K
779
+2064%
增持
VOO
VANGUARD INDEX FDS
-$99.6K
5,210
+2%
增持
UJAN
INNOVATOR ETFS TRUST
+$97.3K
2,886
+392%
减持
INTU
INTUIT
-$96.8K
291
-13%
建仓
SFLR
INNOVATOR ETFS TRUST
+$95.6K
2,700
建仓
—
ASTRAZENECA PLC
+$95.4K
484
减持
ESGV
VANGUARD WORLD FD
-$93.9K
4,179
-10%
建仓
DDFJ
INNOVATOR ETFS TRUST
+$93.8K
5,000
增持
DFAX
DIMENSIONAL ETF TRUST
+$93.0K
74,338
+0%
减持
MTUM
ISHARES TR
-$91.0K
7,786
-1%
增持
SIL
GLOBAL X FDS
+$90.8K
13,195
+0%
增持
MRK
MERCK & CO INC
+$89.3K
4,578
+4%
增持
MU
MICRON TECHNOLOGY INC
+$87.8K
575
+54%
减持
EMXC
ISHARES INC
-$84.9K
186
-86%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$84.6K
104,690
+6%
减持
EFAV
ISHARES TR
+$82.1K
33,362
-3%
增持
HUN
HUNTSMAN CORP
+$81.7K
24,475
+0%
增持
DSI
ISHARES TR
+$79.9K
847
+381%
减持
SPGI
S&P GLOBAL INC
-$79.3K
418
-15%
增持
USMV
ISHARES TR
+$79.2K
14,244
+8%
减持
IBTI
ISHARES TR
-$78.6K
6,985
-33%
减持
IBDR
ISHARES TR
-$78.5K
3,820
-46%
增持
TRMB
TRIMBLE INC
-$78.3K
6,037
+0%
增持
AVGO
BROADCOM INC
-$78.2K
3,584
+4%
清仓
VSGX
VANGUARD WORLD FD
-$75.1K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$73.0K
1,578
+17%
减持
LULU
LULULEMON ATHLETICA INC
-$70.7K
628
-22%
增持
LRCX
LAM RESEARCH CORP
+$69.8K
939
+23%
增持
—
LINDE PLC
+$69.0K
250
+94%
建仓
QLD
PROSHARES TR
+$66.2K
1,086
清仓
ALB
ALBEMARLE CORP
-$65.3K
0
-100%
增持
VV
VANGUARD INDEX FDS
-$64.8K
4,980
+1%
减持
OEF
ISHARES TR
-$64.0K
78
-70%
增持
NFLX
NETFLIX INC.
+$63.7K
3,360
+21%
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$62.4K
20
-98%
建仓
DDTF
INNOVATOR ETFS TRUST
+$61.9K
3,315
增持
JPM
JPMORGAN CHASE & CO
-$61.8K
2,385
+1%
增持
—
EATON CORP PLC
+$58.9K
438
+43%
增持
LRGF
ISHARES TR
-$58.6K
49,322
+3%
增持
PFE
PFIZER INC
+$58.3K
10,522
+10%
增持
T
AT&T INC
+$56.6K
10,516
+5%
增持
BKNG
BOOKING HOLDINGS INC
-$56.2K
78
+10%
减持
BAC
BANK AMERICA CORP
-$56.0K
8,164
-1%
增持
HON
HONEYWELL INTL INC
+$55.6K
573
+51%
增持
VCRB
VANGUARD MALVERN FDS
+$55.5K
5,156
+17%
增持
PEP
PEPSICO INC
+$55.4K
2,666
+7%
增持
VGT
VANGUARD WORLD FD
-$55.4K
5,511
+6%
减持
AVGE
AMERICAN CENTY ETF TR
-$54.5K
2,348
-23%
减持
MELI
MERCADOLIBRE INC
-$53.9K
62
-23%
增持
KMI
KINDER MORGAN INC DEL
+$53.3K
7,965
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$53.3K
5,214
+2%
增持
HWM
HOWMET AEROSPACE INC
+$52.5K
1,730
+2%
增持
XLK
SELECT SECTOR SPDR TR
-$52.2K
4,768
+0%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$51.7K
2,232
减持
BX
BLACKSTONE INC
-$51.2K
1,067
-5%
建仓
IJAN
INNOVATOR ETFS TRUST
+$50.8K
1,400
增持
GLD
SPDR GOLD TR
+$50.2K
1,362
+1%
建仓
IUSG
ISHARES TR
+$49.5K
319
减持
SLV
ISHARES SILVER TR
-$48.9K
2,847
-25%
减持
IJR
ISHARES TR
+$48.8K
28,965
-2%
减持
DMXF
ISHARES TR
-$48.6K
1,702
-28%
建仓
DDFM
INNOVATOR ETFS TRUST
+$46.9K
2,500
