United Asset Strategies, Inc.
GARDEN CITY NY · SEC CIK 0001539948
$14.15亿2026Q2 申报市值
259持仓数
34.8%前十大占比 · 第一大 6.0%
18 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$1,685.98万
CSGP 新建仓+$1,384.87万
SPGI 加仓+$1,124.55万
APH 加仓+$1,124.31万
APP 新建仓+$768.88万
2026Q2 卖出最多 按季末市值估算
XLK 减仓-$1,449.89万
PANW 减仓-$1,408.92万
JPM 减仓-$903.06万
C 减仓-$858.27万
MRK 减仓-$858.14万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $367.75万 | 0.26% | 14,614 | 4,604 | 46.0% | $115.86万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $380.24万 | 0.27% | 56,282 | 3,140 | 5.9% | $21.21万 | 加仓 |
| — | BELPOINTE PREP LLC | $401.82万 | 0.28% | 88,722 | -632 | -0.7% | -$2.86万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $405.88万 | 0.29% | 14,409 | 642 | 4.7% | $18.08万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $434.92万 | 0.31% | 28,607 | 12,207 | 74.4% | $185.58万 | 加仓 |
| TMUS | T-MOBILE US INC | $446.21万 | 0.32% | 26,603 | -1,366 | -4.9% | -$22.91万 | 减仓 |
| RTX | RTX CORPORATION | $453.58万 | 0.32% | 23,906 | 4,571 | 23.6% | $86.73万 | 加仓 |
| V | VISA INC | $458.47万 | 0.32% | 13,363 | -201 | -1.5% | -$6.90万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $462.08万 | 0.33% | 108,298 | 39,957 | 58.5% | $170.48万 | 加仓 |
| — | EXXON MOBIL CORP | $479.05万 | 0.34% | 35,039 | -20,300 | -36.7% | -$277.54万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $495.32万 | 0.35% | 42,234 | -287 | -0.7% | -$3.37万 | 减仓 |
| LLY | ELI LILLY & CO | $500.59万 | 0.35% | 4,174 | -125 | -2.9% | -$14.99万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $529.67万 | 0.37% | 9,118 | -4,166 | -31.4% | -$242.01万 | 减仓 |
| AMAT | APPLIED MATLS INC | $531.28万 | 0.38% | 7,348 | -526 | -6.7% | -$38.03万 | 减仓 |
| GLD | SPDR GOLD TR | $540.18万 | 0.38% | 14,664 | -5,099 | -25.8% | -$187.83万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $552.89万 | 0.39% | 51,431 | 594 | 1.2% | $6.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $560.79万 | 0.40% | 67,860 | 29,364 | 76.3% | $242.66万 | 加仓 |
| TSLA | TESLA INC | $565.64万 | 0.40% | 13,448 | 204 | 1.5% | $8.58万 | 加仓 |
| EFV | ISHARES TR | $595.18万 | 0.42% | 77,750 | -207 | -0.3% | -$1.58万 | 减仓 |
| DHR | DANAHER CORP DEL | $605.39万 | 0.43% | 31,782 | 743 | 2.4% | $14.15万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $613.48万 | 0.43% | 80,414 | 527 | 0.7% | $4.02万 | 加仓 |
| VTR | VENTAS INC | $628.45万 | 0.44% | 70,771 | -631 | -0.9% | -$5.60万 | 减仓 |
| PEP | PEPSICO INC | $648.79万 | 0.46% | 47,916 | 19,060 | 66.1% | $258.07万 | 加仓 |
| DIS | DISNEY WALT CO | $668.32万 | 0.47% | 69,436 | 1,118 | 1.6% | $10.76万 | 加仓 |
| DE | DEERE & CO | $701.08万 | 0.50% | 11,052 | 72 | 0.7% | $4.57万 | 加仓 |
| WM | WASTE MGMT INC DEL | $748.06万 | 0.53% | 33,563 | 1,919 | 6.1% | $42.77万 | 加仓 |
| PSK | SPDR SERIES TRUST | $765.00万 | 0.54% | 250,574 | 250,574 | — | $765.00万 | 新建仓 |
| APP | APPLOVIN CORP | $768.88万 | 0.54% | 14,923 | 14,923 | — | $768.88万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $775.98万 | 0.55% | 26,468 | -36 | -0.1% | -$1.06万 | 减仓 |
| ETR | ENTERGY CORP NEW | $804.18万 | 0.57% | 70,014 | 55 | 0.1% | $6,317 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $851.52万 | 0.60% | 102,506 | -31,350 | -23.4% | -$260.42万 | 减仓 |
| IWN | ISHARES TR | $851.97万 | 0.60% | 38,516 | -155 | -0.4% | -$3.43万 | 减仓 |
| MCK | MCKESSON CORP | $864.02万 | 0.61% | 11,435 | 108 | 1.0% | $8.16万 | 加仓 |
| C | CITIGROUP INC | $953.47万 | 0.67% | 68,124 | -61,322 | -47.4% | -$858.27万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $1,026.01万 | 0.73% | 137,664 | 3,357 | 2.5% | $25.02万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,089.52万 | 0.77% | 45,585 | 16,635 | 57.5% | $397.59万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $1,089.88万 | 0.77% | 424,493 | 245,403 | 137.0% | $630.07万 | 加仓 |
| HD | HOME DEPOT INC | $1,128.14万 | 0.80% | 31,988 | 573 | 1.8% | $20.21万 | 加仓 |
| AMGN | AMGEN INC | $1,182.47万 | 0.84% | 32,654 | 118 | 0.4% | $4.27万 | 加仓 |
| APH | AMPHENOL CORP | $1,204.18万 | 0.85% | 68,295 | 63,765 | 1,407.6% | $1,124.31万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,208.49万 | 0.85% | 131,816 | 5,475 | 4.3% | $50.19万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,258.01万 | 0.89% | 30,890 | 27,613 | 842.6% | $1,124.55万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,294.02万 | 0.91% | 71,528 | 1,538 | 2.2% | $27.82万 | 加仓 |
| CSGP | COSTAR GROUP INC | $1,384.87万 | 0.98% | 489,008 | 489,008 | — | $1,384.87万 | 新建仓 |
| ETN | EATON CORP PLC | $1,391.69万 | 0.98% | 32,660 | -311 | -0.9% | -$13.25万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,403.48万 | 0.99% | 146,013 | -6,645 | -4.4% | -$63.87万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,411.97万 | 1.00% | 111,547 | 12 | 0.0% | $1,519 | 加仓 |
| NOW | SERVICENOW INC | $1,436.44万 | 1.02% | 144,686 | 18,630 | 14.8% | $184.96万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,458.81万 | 1.03% | 142,755 | -407 | -0.3% | -$4.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,476.40万 | 1.04% | 58,133 | 805 | 1.4% | $20.44万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,544.26万 | 1.09% | 175,724 | -3,083 | -1.7% | -$27.09万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,548.53万 | 1.09% | 30,396 | 466 | 1.6% | $23.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,559.91万 | 1.10% | 47,656 | -27,589 | -36.7% | -$903.06万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,575.14万 | 1.11% | 31,417 | 322 | 1.0% | $16.14万 | 加仓 |
| ECL | ECOLAB INC | $1,609.61万 | 1.14% | 57,773 | 876 | 1.5% | $24.41万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,726.02万 | 1.22% | 539,887 | 30,545 | 6.0% | $97.65万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,742.10万 | 1.23% | 192,582 | -1,282 | -0.7% | -$11.60万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,812.44万 | 1.28% | 196,428 | -210 | -0.1% | -$1.94万 | 减仓 |
| MRK | MERCK & CO INC | $1,845.96万 | 1.30% | 143,654 | -66,781 | -31.7% | -$858.14万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,886.22万 | 1.33% | 402,952 | -15,852 | -3.8% | -$74.20万 | 减仓 |
| GWW | WW GRAINGER INC | $1,906.75万 | 1.35% | 14,016 | 106 | 0.8% | $14.42万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,931.21万 | 1.36% | 338,928 | 2,689 | 0.8% | $15.32万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,006.39万 | 1.42% | 20,513 | 453 | 2.3% | $44.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,207.24万 | 1.56% | 42,976 | 879 | 2.1% | $45.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,220.68万 | 1.57% | 65,119 | -41,315 | -38.8% | -$1,408.92万 | 减仓 |
| USFR | WISDOMTREE TR | $2,477.01万 | 1.75% | 491,959 | 9,248 | 1.9% | $46.56万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,504.81万 | 1.77% | 434,336 | 4,502 | 1.0% | $25.96万 | 加仓 |
| ASML | ASML HLDG NV | $2,583.75万 | 1.83% | 12,987 | -3,527 | -21.4% | -$701.69万 | 减仓 |
| META | META PLATFORMS INC | $2,936.64万 | 2.08% | 52,134 | 1,558 | 3.1% | $87.76万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,966.15万 | 2.10% | 155,687 | -76,102 | -32.8% | -$1,449.89万 | 减仓 |
| SOXX | ISHARES TR | $3,138.56万 | 2.22% | 48,982 | -9,942 | -16.9% | -$637.04万 | 减仓 |
| AVGO | BROADCOM INC | $3,157.29万 | 2.23% | 83,581 | 5,911 | 7.6% | $223.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,875.07万 | 3.45% | 130,692 | 20,049 | 18.1% | $747.87万 | 加仓 |
| AMZN | AMAZON COM INC | $5,775.68万 | 4.08% | 242,330 | 2,142 | 0.9% | $51.05万 | 加仓 |
| GOOGL | ALPHABET INC | $7,108.32万 | 5.02% | 198,907 | -5,288 | -2.6% | -$188.98万 | 减仓 |
| AAPL | APPLE INC | $8,252.77万 | 5.83% | 285,208 | 58,266 | 25.7% | $1,685.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,478.27万 | 5.99% | 423,723 | 31,268 | 8.0% | $625.64万 | 加仓 |