UA

United Asset Strategies, Inc.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$12.6亿

申报季度: 2026-03-31 · 持股只数: 257

United Asset Strategies, Inc.在最新一期 13F 报告中披露了 257 项持股，申报期为 2026-03-31，总持股市值约为 US$12.6亿，季度换手率为 18.9%。

机构性格雪花图

集中度
7.21
持仓稳定性
18.92
动能／逆势
100
行业集中度
58.79
多样化
100
仓位均衡度
80.91

近期动向

  • 加仓 GWW

    +1435.3%　US$1425.9万

  • 减仓 MSFT

    +5.3%　-US$988.1万

  • 减仓 XLK

    -14.9%　-US$842.0万

  • 加仓 SPSM

    +44.6%　US$683.7万

  • 减仓 WM

    -52.5%　-US$737.6万

  • 加仓 APD

    +504.7%　US$661.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技5.45%-0.18%+0.38%
2GOOGLAlphabet Inc-cl A股票-通信服务4.67%-0.35%-1.73%
3AAPLApple INC股票-科技4.58%-0.25%-1.30%
4AMZNAmazon.com INC股票-周期性消费3.98%—+8.63%
5MSFTMicrosoft CORP股票-科技3.26%-0.66%+5.25%
6XLKSs Technology Select SectorETF-科技型2.45%-0.58%-14.92%
7METAMeta Platforms Inc-class A股票-通信服务2.30%-0.20%+2.89%
8MRKMerck & Co. INC.股票-医疗保健2.01%+0.25%-3.11%
9USFRWisdomtree Floating Rate TreETF-其他1.93%+0.28%+13.68%
10AVGOBroadcom INC股票-科技1.91%-0.14%+1.39%
11JPMJpmorgan Chase & Co股票-金融1.76%-0.10%+0.39%
12ASMLASML Holding N.V.股票-科技1.74%+0.33%-3.43%
13MAMastercard INC - A股票-金融1.67%-0.16%+1.48%
14SPSMSs Spdr P S&p 600 Small CapETF-中小型股1.65%+0.57%+44.56%
15VMBSVanguard Mortgage-backed SecETF-其他1.56%—+0.85%
16SOXXIshares Semiconductor ETFETF-其他1.54%+0.17%+0.19%
17SCHWSchwab (charles) CORP股票-金融1.47%—+4.08%
18LMTLockheed Martin CORP股票-工业1.44%+0.14%-13.84%
19PHParker Hannifin CORP股票-工业1.43%-0.15%-13.82%
20KMIKinder Morgan INC股票-能源1.36%+0.28%+0.06%
21PANWPalo Alto Networks INC股票-科技1.36%—+9.57%
22BACBank Of America CORP股票-金融1.30%-0.12%+0.79%
23EWEdwards Lifesciences CORP股票-医疗保健1.24%—+1.11%
24TMOThermo Fisher Scientific INC股票-医疗保健1.22%-0.20%-1.73%
25GWWWw Grainger INC股票-工业1.21%+1.14%+1435.32%
26ECLEcolab INC股票-原材料1.20%—+1.26%
27CCitigroup INC股票-金融1.17%—+0.47%
28DUKDuke Energy CORP股票-公用事业1.16%+0.17%+2.01%
29JNJJohnson & Johnson股票-医疗保健1.11%+0.18%-1.89%
30SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长1.09%—-1.99%
31NOWServicenow INC股票-科技1.05%-0.34%+7.22%
32SBUXStarbucks CORP股票-周期性消费1.02%+0.36%+41.33%
33ETNEaton Corporation plc股票-工业0.94%—-18.69%
34PMPhilip Morris International股票-非周期性消费0.92%—-0.80%
35CVXChevron CORP股票-能源0.92%+0.26%+0.07%
36AMGNAmgen INC股票-医疗保健0.91%—+0.62%
37ADBEAdobe INC股票-科技0.89%-0.20%+13.61%
38MNSTMonster Beverage CORP股票-非周期性消费0.88%—-1.70%
39XLPSs Consumer Staples Sel SectETF-其他0.87%—+6.78%
40CLColgate-palmolive Co股票-非周期性消费0.86%+0.14%+6.45%
41HDHome Depot INC股票-周期性消费0.82%—+2.68%
42AIGAmerican International Group股票-金融0.80%—+3.37%
43MCKMckesson CORP股票-医疗保健0.78%-0.19%-26.20%
44XOMExxon Mobil CORP股票-能源0.75%+0.23%-0.25%
45ORealty Income CORP股票-房地产0.70%—+4.37%
46GLDSpdr Gold SharesETF-避险与商品0.68%—-0.60%
47LNGCheniere Energy INC股票-能源0.65%+0.25%+9.68%
48ETREntergy CORP股票-公用事业0.63%-0.39%-50.97%
49APDAir Products & Chemicals INC股票-原材料0.61%+0.53%+504.70%
50XLFSs Financial Select SectorETF-其他0.59%-0.17%-16.06%
1–50 of 257

本季持股变动

United Asset Strategies, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Gilead Sciences INC (GILD); 清仓: Dollar General CORP (DG); 清仓: Invesco S&p 500 Equal Weight (RSPD); 清仓: Lennar Corp-a (LEN); 清仓: Honeywell International INC (HON).

United Asset Strategies, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1GWWWw Grainger INC+1.1%+1435.32%加仓
2SPSMSs Spdr P S&p 600 Small Cap+0.6%+44.56%加仓
3APDAir Products & Chemicals INC+0.5%+504.70%加仓
4SBUXStarbucks CORP+0.4%+41.33%加仓
5ASMLASML Holding N.V.+0.3%-3.43%减仓
6UPSUnited Parcel Service-cl B+0.3%+244.82%加仓
7KMIKinder Morgan INC+0.3%+0.06%加仓
8USFRWisdomtree Floating Rate Tre+0.3%+13.68%加仓
9CVXChevron CORP+0.3%+0.07%加仓
10LNGCheniere Energy INC+0.3%+9.68%加仓
11MRKMerck & Co. INC.+0.3%-3.11%减仓
12XOMExxon Mobil CORP+0.2%-0.25%减仓
13JNJJohnson & Johnson+0.2%-1.89%减仓
14XLYSs Consumer Disc Select Sect+0.2%+100.00%加仓
15DUKDuke Energy CORP+0.2%+2.01%加仓
16SOXXIshares Semiconductor ETF+0.2%+0.19%加仓
17MBSFRegan Floating Rate Mbs ETF+0.2%+73.43%加仓
18CLColgate-palmolive Co+0.1%+6.45%加仓
19LMTLockheed Martin CORP+0.1%-13.84%减仓
20RMDResmed INC+0.1%+66.03%加仓
21JPMJpmorgan Chase & Co-0.1%+0.39%加仓
22MUMicron Technology INC-0.1%-61.43%减仓
23BACBank Of America CORP-0.1%+0.79%加仓
24AVGOBroadcom INC-0.1%+1.39%加仓
25PHParker Hannifin CORP-0.2%-13.82%减仓
26MAMastercard INC - A-0.2%+1.48%加仓
27JNJJohnson & Johnson-0.2%-87.47%减仓
28XLFSs Financial Select Sector-0.2%-16.06%减仓
29NVDANvidia CORP-0.2%+0.38%加仓
30MCKMckesson CORP-0.2%-26.20%减仓
31METAMeta Platforms Inc-class A-0.2%+2.89%加仓
32TMOThermo Fisher Scientific INC-0.2%-1.73%减仓
33ADBEAdobe INC-0.2%+13.61%加仓
34AAPLApple INC-0.3%-1.30%减仓
35NOWServicenow INC-0.3%+7.22%加仓
36GOOGLAlphabet Inc-cl A-0.4%-1.73%减仓
37ETREntergy CORP-0.4%-50.97%减仓
38XLBSs Materials Select Sector-0.4%-79.63%减仓
39WMWaste Management INC-0.6%-52.53%减仓
40XLKSs Technology Select Sector-0.6%-14.92%减仓
41MSFTMicrosoft CORP-0.7%+5.25%加仓
42GILDGilead Sciences INC—EXIT清仓
43DGDollar General CORP—EXIT清仓
44RSPDInvesco S&p 500 Equal Weight—EXIT清仓
45LENLennar Corp-a—EXIT清仓
46HONHoneywell International INC—EXIT清仓
47DFEVDimensional Emrg Mrkt Val—NEW新建仓
48KKRKkr & Co INC—EXIT清仓
49IGVIshares Expanded Tech-softwa—EXIT清仓
50ADSKAutodesk INC—EXIT清仓

FAQ

United Asset Strategies, Inc. 是什么机构？属于哪种投资人类型？
United Asset Strategies, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$12.6亿，分布在 257 个已申报仓位之中。
United Asset Strategies, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，United Asset Strategies, Inc. 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$6844.4万 (5.5%) 2. Alphabet Inc-cl A (GOOGL) — US$5871.8万 (4.7%) 3. Apple INC (AAPL) — US$5759.5万 (4.6%) 4. Amazon.com INC (AMZN) — US$5002.4万 (4.0%) 5. Microsoft CORP (MSFT) — US$4095.7万 (3.3%)
United Asset Strategies, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，United Asset Strategies, Inc. 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 24 个既有持股、减仓 17 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：清仓: Gilead Sciences INC (GILD); 清仓: Dollar General CORP (DG); 清仓: Invesco S&p 500 Equal Weight (RSPD); 清仓: Lennar Corp-a (LEN); 清仓: Honeywell International INC (HON)
United Asset Strategies, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，United Asset Strategies, Inc. 的主要板块分布如下： • Information Technology: 34.3% • Communication Services: 15.0% • Financials: 14.7% • Health Care: 12.4% • Consumer Discretionary: 12.0% • Industrials: 5.1%