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 |
|---|---|---|---|---|---|---|---|---|
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -27,528 | -100.0% | -$435.05万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -10,051 | -100.0% | -$129.44万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -10,549 | -100.0% | -$124.70万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -3,887 | -100.0% | -$105.85万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -7,646 | -100.0% | -$96.55万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -10,137 | -100.0% | -$93.57万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -502 | -100.0% | -$86.80万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -2,131 | -100.0% | -$83.20万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -11,246 | -100.0% | -$59.83万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -2,469 | -100.0% | -$43.37万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -13,339 | -100.0% | -$38.30万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -3,185 | -100.0% | -$35.15万 | 清仓 |
| SUSL | ISHARES TR | $0 | 0.00% | 0 | -3,002 | -100.0% | -$34.10万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -5,326 | -100.0% | -$27.14万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -907 | -100.0% | -$22.15万 | 清仓 |
| APLE | APPLE HOSPITALITY REIT INC | $0 | 0.00% | 0 | -12,219 | -100.0% | -$14.06万 | 清仓 |
| — | GRABAGUN DIGITAL HLDGS INC | $0 | 0.00% | 0 | -15,705 | -100.0% | -$4.73万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -26,510 | -100.0% | -$186 | 清仓 |
| — | REE AUTOMOTIVE LTD | $2,613 | 0.00% | 13,333 | 0 | 0.0% | — | 不变 |
| — | BIG SKY INDL INC | $5.39万 | 0.00% | 49,015 | 10,000 | 25.6% | $1.10万 | 加仓 |
| — | WESTERN ASSET HIGH INCOM FD | $6.67万 | 0.00% | 16,836 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC | $16.36万 | 0.01% | 209,608 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $20.80万 | 0.01% | 2,001 | -1,567 | -43.9% | -$16.29万 | 减仓 |
| IYW | ISHARES TR | $21.44万 | 0.02% | 850 | 850 | — | $21.44万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $21.65万 | 0.02% | 1,079 | -123 | -10.2% | -$2.47万 | 减仓 |
| IWM | ISHARES TR | $21.84万 | 0.02% | 727 | 727 | — | $21.84万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.64万 | 0.02% | 6,800 | 66 | 1.0% | $2,197 | 加仓 |
| STLD | STEEL DYNAMICS INC | $23.20万 | 0.02% | 1,011 | 1,011 | — | $23.20万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $23.67万 | 0.02% | 1,340 | -56 | -4.0% | -$9,892 | 减仓 |
| CI | THE CIGNA GROUP | $23.91万 | 0.02% | 867 | -43 | -4.7% | -$1.19万 | 减仓 |
| DVY | ISHARES TR | $24.88万 | 0.02% | 1,592 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $25.13万 | 0.02% | 6,801 | -250 | -3.5% | -$9,237 | 减仓 |
| NEM | NEWMONT CORP | $25.83万 | 0.02% | 2,765 | 365 | 15.2% | $3.41万 | 重新持有 |
| IVV | ISHARES TR | $26.29万 | 0.02% | 351 | 16 | 4.8% | $1.20万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $26.66万 | 0.02% | 1,020 | -300 | -22.7% | -$7.84万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $26.78万 | 0.02% | 899 | 899 | — | $26.78万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.21万 | 0.02% | 269 | 269 | — | $27.21万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $27.75万 | 0.02% | 7,165 | 1,884 | 35.7% | $7.30万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $28.69万 | 0.02% | 10,495 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $28.73万 | 0.02% | 580 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $28.83万 | 0.02% | 921 | 244 | 36.0% | $7.64万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $29.36万 | 0.02% | 4,003 | 4,003 | — | $29.36万 | 新建仓 |
| EWL | ISHARES INC | $29.78万 | 0.02% | 4,739 | 875 | 22.6% | $5.50万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $29.97万 | 0.02% | 908 | 1 | 0.1% | $330 | 加仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $32.64万 | 0.02% | 9,249 | 1,571 | 20.5% | $5.54万 | 加仓 |
| EFA | ISHARES TR | $33.87万 | 0.02% | 3,260 | -141 | -4.1% | -$1.46万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $34.44万 | 0.02% | 8,664 | 1,296 | 17.6% | $5.15万 | 加仓 |
| IEI | ISHARES TR | $34.70万 | 0.02% | 2,954 | 513 | 21.0% | $6.03万 | 加仓 |
| MSTR | STRATEGY INC | $34.76万 | 0.02% | 3,999 | -550 | -12.1% | -$4.78万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $35.20万 | 0.02% | 264 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $35.23万 | 0.02% | 5,745 | 686 | 13.6% | $4.21万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $35.52万 | 0.03% | 2,596 | 163 | 6.7% | $2.23万 | 加仓 |
| BA | BOEING CO | $35.65万 | 0.03% | 1,647 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $35.71万 | 0.03% | 3,268 | 202 | 6.6% | $2.21万 | 加仓 |
| IVW | ISHARES TR | $36.07万 | 0.03% | 2,623 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $36.59万 | 0.03% | 1,473 | 168 | 12.9% | $4.17万 | 加仓 |
| GEV | GE VERNOVA INC | $37.74万 | 0.03% | 321 | 6 | 1.9% | $7,054 | 加仓 |
| AMCR | AMCOR PLC | $38.08万 | 0.03% | 8,784 | 468 | 5.6% | $2.03万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $39.73万 | 0.03% | 2,998 | 690 | 29.9% | $9.15万 | 加仓 |
| KLAC | KLA CORP | $41.33万 | 0.03% | 1,370 | 1,370 | — | $41.33万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $42.26万 | 0.03% | 2,893 | 308 | 11.9% | $4.50万 | 加仓 |
| T | AT&T INC | $42.35万 | 0.03% | 20,460 | 2,569 | 14.4% | $5.32万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $43.99万 | 0.03% | 4,541 | 4,541 | — | $43.99万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $44.91万 | 0.03% | 4,900 | 30 | 0.6% | $2,749 | 加仓 |
| CCI | CROWN CASTLE INC | $45.17万 | 0.03% | 5,965 | 346 | 6.2% | $2.62万 | 加仓 |
| CLX | CLOROX CO DEL | $47.16万 | 0.03% | 4,941 | -2,406 | -32.7% | -$22.96万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $47.22万 | 0.03% | 8,165 | -7,251 | -47.0% | -$41.94万 | 减仓 |
| GPC | GENUINE PARTS CO | $47.56万 | 0.03% | 4,032 | -881 | -17.9% | -$10.39万 | 减仓 |
| ESGD | ISHARES TR | $48.37万 | 0.03% | 4,705 | 1,073 | 29.5% | $11.03万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $48.47万 | 0.03% | 16,737 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $48.57万 | 0.03% | 6,616 | 1,583 | 31.5% | $11.62万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $49.30万 | 0.03% | 10,453 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $49.51万 | 0.03% | 8,852 | 2,167 | 32.4% | $12.12万 | 加仓 |
| EZU | ISHARES INC | $51.97万 | 0.04% | 7,478 | 470 | 6.7% | $3.27万 | 加仓 |
| SMH | VANECK ETF TRUST | $52.21万 | 0.04% | 796 | -40 | -4.8% | -$2.62万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $52.34万 | 0.04% | 2,966 | -164 | -5.2% | -$2.89万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $53.03万 | 0.04% | 4,261 | -1,998 | -31.9% | -$24.86万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $57.48万 | 0.04% | 13,054 | 3,324 | 34.2% | $14.64万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $57.68万 | 0.04% | 12,721 | -484 | -3.7% | -$2.19万 | 减仓 |
| D | DOMINION ENERGY INC | $58.47万 | 0.04% | 8,562 | -66 | -0.8% | -$4,507 | 减仓 |
| LQD | ISHARES TR | $58.76万 | 0.04% | 5,387 | 2,767 | 105.6% | $30.18万 | 加仓 |
| ROL | ROLLINS INC | $58.95万 | 0.04% | 14,122 | -813 | -5.4% | -$3.39万 | 减仓 |
| OEF | ISHARES TR | $60.11万 | 0.04% | 1,643 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.71万 | 0.04% | 1,271 | -10 | -0.8% | -$4,776 | 减仓 |
| RDDT | REDDIT INC | $61.19万 | 0.04% | 3,525 | -34 | -1.0% | -$5,902 | 减仓 |
| AS | AMER SPORTS INC | $63.10万 | 0.04% | 18,646 | -51 | -0.3% | -$1,726 | 减仓 |
| MKC | MCCORMICK & CO INC | $63.41万 | 0.04% | 12,576 | 2,920 | 30.2% | $14.72万 | 加仓 |
| PPG | PPG INDS INC | $63.70万 | 0.05% | 5,252 | 184 | 3.6% | $2.23万 | 加仓 |
| PFE | PFIZER INC | $64.52万 | 0.05% | 26,793 | 1,301 | 5.1% | $3.13万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $65.09万 | 0.05% | 5,884 | -64 | -1.1% | -$7,080 | 减仓 |
| FAST | FASTENAL CO | $66.74万 | 0.05% | 13,895 | 13,895 | — | $66.74万 | 新建仓 |
| LIN | LINDE PLC | $66.85万 | 0.05% | 1,288 | -60 | -4.5% | -$3.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.96万 | 0.05% | 2,381 | -82 | -3.3% | -$2.31万 | 减仓 |
| IAU | ISHARES GOLD TR | $67.60万 | 0.05% | 8,953 | -485 | -5.1% | -$3.66万 | 减仓 |
| HRL | HORMEL FOODS CORP | $67.63万 | 0.05% | 27,247 | 1,017 | 3.9% | $2.52万 | 加仓 |
| MDT | MEDTRONIC PLC | $71.35万 | 0.05% | 9,121 | 727 | 8.7% | $5.69万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $71.36万 | 0.05% | 10,184 | 61 | 0.6% | $4,274 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $71.64万 | 0.05% | 19,490 | -3 | -0.0% | -$110 | 减仓 |
| AOS | SMITH A O CORP | $71.65万 | 0.05% | 11,424 | 898 | 8.5% | $5.63万 | 加仓 |
| INTC | INTEL CORP | $72.34万 | 0.05% | 5,181 | 109 | 2.1% | $1.52万 | 加仓 |