UI
Unified Investment Management
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$9791.1万
申报季度: 2026-03-31 · 持股只数: 134
Unified Investment Management在最新一期 13F 报告中披露了 134 项持股，申报期为 2026-03-31，总持股市值约为 US$9791.1万，季度换手率为 15.3%。
机构性格雪花图
- 集中度
- 5.72
- 持仓稳定性
- 15.27
- 动能／逆势
- 100
- 行业集中度
- 60.6
- 多样化
- 100
- 仓位均衡度
- 90.54
近期动向
减仓 GPC
+1.1% -US$89.8万
减仓 MSFT
+2.6% -US$54.1万
加仓 EQNR
-0.3% US$40.9万
加仓 SHEL
-1.3% US$34.4万
减仓 QCOM
+2.1% -US$37.8万
加仓 GNRC
-10.0% US$31.4万
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
仅显示前 132 大持股（共 134 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GPC | Genuine Parts Co | 股票-周期性消费 | 6.10% | -0.78% | +1.07% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.59% | -0.12% | +0.15% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.46% | — | +0.25% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.44% | — | +0.32% | |
| 5 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.15% | — | +0.07% | |
| 6 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.09% | — | +0.30% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.06% | — | +0.12% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.50% | +2.61% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.84% | -0.10% | -0.38% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.78% | -0.12% | +2.19% | |
| 11 | SHEL | Shell Plc-adr | 股票-能源 | 1.76% | +0.38% | -1.33% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.74% | — | +0.13% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.65% | -0.13% | -1.05% | |
| 14 | URI | United Rentals INC | 股票-工业 | 1.61% | -0.13% | +1.07% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.60% | -0.20% | -5.04% | |
| 16 | GNRC | Generac Holdings INC | 股票-工业 | 1.43% | +0.34% | -9.99% | |
| 17 | HALO | Halozyme Therapeutics INC | 股票-医疗保健 | 1.41% | — | -1.36% | |
| 18 | PYPL | Paypal Holdings INC | 股票-金融 | 1.30% | -0.15% | +13.44% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.29% | +0.18% | -3.09% | |
| 20 | QCOM | Qualcomm INC | 股票-科技 | 1.28% | -0.36% | +2.08% | |
| 21 | NXT | Nextpower Inc-cl A | 股票-科技 | 1.26% | +0.23% | -13.19% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.25% | +0.16% | -1.78% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.19% | — | +2.42% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.13% | +0.31% | — | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 1.03% | — | -3.98% | |
| 26 | PWR | Quanta Services INC | 股票-工业 | 1.00% | +0.23% | -2.25% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.99% | -0.08% | — | |
| 28 | PANW | Palo Alto Networks INC | 股票-科技 | 0.99% | -0.10% | +2.57% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | -0.11% | +2.69% | |
| 30 | EQNR | Equinor Asa-spon Adr | 股票-能源 | 0.95% | +0.43% | -0.32% | |
| 31 | CRM | Salesforce INC | 股票-科技 | 0.94% | -0.15% | +20.21% | |
| 32 | QGRO | American Century US Quality | ETF-其他 | 0.94% | -0.07% | — | |
| 33 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.92% | — | +0.18% | |
| 34 | ALB | Albemarle CORP | 股票-原材料 | 0.91% | +0.15% | -7.07% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.28% | — | |
| 36 | COP | Conocophillips | 股票-能源 | 0.91% | +0.28% | -0.39% | |
| 37 | ✓ | Aptiv PLC | 股票-其他 | 0.88% | +0.88% | NEW | |
| 38 | AMAT | Applied Materials INC | 股票-科技 | 0.87% | +0.15% | -10.66% | |
| 39 | T | At&t INC | 股票-通信服务 | 0.86% | +0.12% | -1.92% | |
| 40 | PTC | Ptc INC | 股票-科技 | 0.84% | +0.12% | +38.77% | |
| 41 | FDX | Fedex CORP | 股票-工业 | 0.82% | — | -14.83% | |
| 42 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.81% | — | +0.67% | |
| 43 | ANET | Arista Networks INC | 股票-科技 | 0.78% | — | -1.24% | |
| 44 | COF | Capital One Financial CORP | 股票-金融 | 0.77% | -0.24% | -0.24% | |
| 45 | SFM | Sprouts Farmers Market INC | 股票-非周期性消费 | 0.77% | +0.16% | +27.93% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.75% | -0.19% | -3.87% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.74% | — | +0.50% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.72% | — | +5.75% | |
| 49 | C | Citigroup INC | 股票-金融 | 0.72% | — | -1.18% | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.71% | — | +4.78% |
1–50 of 132
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Unified Investment Management 在 2026-03-31 最显著的持仓异动： 清仓: Aptiv PLC (APTV); 新建仓: Aptiv PLC; 新建仓: Watsco INC (WSO); 新建仓: Ishares Core S&p 500 ETF (IVV); 清仓: Sps Commerce INC (SPSC).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EQNR | Equinor Asa-spon Adr | +0.4% | -0.32% | 减仓 |
| 2 | SHEL | Shell Plc-adr | +0.4% | -1.33% | 减仓 |
| 3 | GNRC | Generac Holdings INC | +0.3% | -9.99% | 减仓 |
| 4 | CVX | Chevron CORP | +0.3% | — | 不变 |
| 5 | XOM | Exxon Mobil CORP | +0.3% | — | 不变 |
| 6 | COP | Conocophillips | +0.3% | -0.39% | 减仓 |
| 7 | PWR | Quanta Services INC | +0.2% | -2.25% | 减仓 |
| 8 | NXT | Nextpower Inc-cl A | +0.2% | -13.19% | 减仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | -3.09% | 减仓 |
| 10 | CNQ | Canadian Natural Resources | +0.2% | -1.79% | 减仓 |
| 11 | SFM | Sprouts Farmers Market INC | +0.2% | +27.93% | 加仓 |
| 12 | MRK | Merck & Co. INC. | +0.2% | -1.78% | 减仓 |
| 13 | ALB | Albemarle CORP | +0.2% | -7.07% | 减仓 |
| 14 | AMAT | Applied Materials INC | +0.2% | -10.66% | 减仓 |
| 15 | ZTS | Zoetis INC | +0.1% | +37.61% | 加仓 |
| 16 | T | At&t INC | +0.1% | -1.92% | 减仓 |
| 17 | PTC | Ptc INC | +0.1% | +38.77% | 加仓 |
| 18 | QGRO | American Century US Quality | -0.1% | — | 不变 |
| 19 | IYW | Ishares Ustechnology ETF | -0.1% | — | 不变 |
| 20 | AAPL | Apple INC | -0.1% | -0.38% | 减仓 |
| 21 | PANW | Palo Alto Networks INC | -0.1% | +2.57% | 加仓 |
| 22 | MTCH | Match Group INC | -0.1% | -9.67% | 减仓 |
| 23 | V | Visa Inc-class A Shares | -0.1% | +2.69% | 加仓 |
| 24 | ACN | Accenture plc | -0.1% | +0.19% | 加仓 |
| 25 | NVDA | Nvidia CORP | -0.1% | +0.15% | 加仓 |
| 26 | AMZN | Amazon.com INC | -0.1% | +2.19% | 加仓 |
| 27 | MSCI | Msci INC | -0.1% | -16.00% | 减仓 |
| 28 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.05% | 减仓 |
| 29 | URI | United Rentals INC | -0.1% | +1.07% | 加仓 |
| 30 | PYPL | Paypal Holdings INC | -0.2% | +13.44% | 加仓 |
| 31 | CRM | Salesforce INC | -0.2% | +20.21% | 加仓 |
| 32 | AXP | American Express Co | -0.2% | -3.87% | 减仓 |
| 33 | JPM | Jpmorgan Chase & Co | -0.2% | -5.04% | 减仓 |
| 34 | ADBE | Adobe INC | -0.2% | +0.87% | 加仓 |
| 35 | ZG | Zillow Group INC - A | -0.2% | +22.26% | 加仓 |
| 36 | COF | Capital One Financial CORP | -0.2% | -0.24% | 减仓 |
| 37 | QCOM | Qualcomm INC | -0.4% | +2.08% | 加仓 |
| 38 | MSFT | Microsoft CORP | -0.5% | +2.61% | 加仓 |
| 39 | GPC | Genuine Parts Co | -0.8% | +1.07% | 加仓 |
| 40 | APTV | Aptiv PLC | — | EXIT | 清仓 |
| 41 | ✓ | Aptiv PLC | — | NEW | 新建仓 |
| 42 | WSO | Watsco INC | — | NEW | 新建仓 |
| 43 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新建仓 |
| 44 | SPSC | Sps Commerce INC | — | EXIT | 清仓 |
| 45 | TDC | Teradata CORP | — | EXIT | 清仓 |
| 46 | KMI | Kinder Morgan INC | — | NEW | 新建仓 |
| 47 | DIS | Walt Disney Co/the | — | EXIT | 清仓 |
| 48 | CNXC | Concentrix CORP | — | EXIT | 清仓 |
| 49 | IDXX | Idexx Laboratories INC | — | EXIT | 清仓 |
| 50 | MS | Morgan Stanley | — | EXIT | 清仓 |
FAQ
Unified Investment Management 是什么机构？属于哪种投资人类型？
Unified Investment Management 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$9791.1万，分布在 134 个已申报仓位之中。
Unified Investment Management 目前前几大持股有哪些？
根据最新 13F 申报，Unified Investment Management 按市值排列的前几大持股为：
1. Genuine Parts Co (GPC) — US$597.0万 (6.1%)
2. Nvidia CORP (NVDA) — US$253.4万 (2.6%)
3. Ishares 1-5y Inv Grade CORP (IGSB) — US$241.3万 (2.5%)
4. Janus Henderson Short Durati (VNLA) — US$239.2万 (2.4%)
5. Ishares Sh Dba ETF Usd INC (NEAR) — US$210.4万 (2.1%)
Unified Investment Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Unified Investment Management 共进行了 46 项显著调整：新建仓 4 个仓位、加仓 16 个既有持股、减仓 19 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：清仓: Aptiv PLC (APTV); 新建仓: Aptiv PLC; 新建仓: Watsco INC (WSO); 新建仓: Ishares Core S&p 500 ETF (IVV); 清仓: Sps Commerce INC (SPSC)
Unified Investment Management 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，Unified Investment Management 的主要板块分布如下：
• Information Technology: 35.1%
• Financials: 19.9%
• Health Care: 11.0%
• Consumer Discretionary: 9.8%
• Communication Services: 9.1%
• Energy: 7.5%
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