United Asset Strategies, Inc.
GARDEN CITY NY · SEC CIK 0001539948
$12.57亿2026Q1 申报市值
257持仓数
32.6%前十大占比 · 第一大 5.4%
18 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GWW 加仓+$1,418.49万
APD 加仓+$642.59万
SPSM 加仓+$640.26万
AMZN 加仓+$397.38万
SBUX 加仓+$375.05万
2026Q1 卖出最多 按季末市值估算
ETR 减仓-$817.03万
WM 减仓-$804.78万
XLB 减仓-$582.02万
XLK 减仓-$540.39万
MCK 减仓-$348.04万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $6,844.42万 | 5.45% | 392,455 | 1,467 | 0.4% | $25.58万 | 加仓 |
| GOOGL | ALPHABET INC | $5,871.85万 | 4.67% | 204,195 | -3,602 | -1.7% | -$103.58万 | 减仓 |
| AAPL | APPLE INC | $5,759.55万 | 4.58% | 226,942 | -2,986 | -1.3% | -$75.78万 | 减仓 |
| AMZN | AMAZON COM INC | $5,002.39万 | 3.98% | 240,188 | 19,080 | 8.6% | $397.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,095.67万 | 3.26% | 110,643 | 5,523 | 5.3% | $204.44万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,080.48万 | 2.45% | 231,789 | -40,661 | -14.9% | -$540.39万 | 减仓 |
| META | META PLATFORMS INC | $2,893.60万 | 2.30% | 50,576 | 1,421 | 2.9% | $81.30万 | 加仓 |
| MRK | MERCK & CO INC | $2,531.32万 | 2.01% | 210,435 | -6,760 | -3.1% | -$81.32万 | 减仓 |
| USFR | WISDOMTREE TR | $2,429.97万 | 1.93% | 482,711 | 58,090 | 13.7% | $292.42万 | 加仓 |
| AVGO | BROADCOM INC | $2,403.98万 | 1.91% | 77,670 | 1,067 | 1.4% | $33.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,213.40万 | 1.76% | 75,245 | 295 | 0.4% | $8.68万 | 加仓 |
| ASML | ASML HLDG NV | $2,181.26万 | 1.74% | 16,514 | -587 | -3.4% | -$77.53万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,103.40万 | 1.67% | 42,097 | 613 | 1.5% | $30.63万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,076.96万 | 1.65% | 429,834 | 132,504 | 44.6% | $640.26万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,966.29万 | 1.56% | 418,804 | 3,530 | 0.9% | $16.57万 | 加仓 |
| SOXX | ISHARES TR | $1,936.59万 | 1.54% | 58,924 | 113 | 0.2% | $3.71万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,848.01万 | 1.47% | 196,638 | 7,715 | 4.1% | $72.51万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,808.97万 | 1.44% | 29,930 | -4,806 | -13.8% | -$290.47万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,795.83万 | 1.43% | 20,060 | -3,216 | -13.8% | -$287.91万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,707.83万 | 1.36% | 509,342 | 313 | 0.1% | $1.05万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,706.35万 | 1.36% | 106,434 | 9,296 | 9.6% | $149.03万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,639.16万 | 1.30% | 336,239 | 2,627 | 0.8% | $12.81万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,552.46万 | 1.24% | 193,864 | 2,119 | 1.1% | $16.97万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,528.43万 | 1.22% | 31,095 | -546 | -1.7% | -$26.84万 | 减仓 |
| GWW | WW GRAINGER INC | $1,517.32万 | 1.21% | 13,910 | 13,004 | 1,435.3% | $1,418.49万 | 加仓 |
| ECL | ECOLAB INC | $1,513.57万 | 1.20% | 56,897 | 708 | 1.3% | $18.83万 | 加仓 |
| C | CITIGROUP INC | $1,468.05万 | 1.17% | 129,446 | 608 | 0.5% | $6.90万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,460.44万 | 1.16% | 111,535 | 2,200 | 2.0% | $28.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,401.32万 | 1.11% | 57,328 | -1,104 | -1.9% | -$26.99万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,368.59万 | 1.09% | 178,807 | -3,631 | -2.0% | -$27.79万 | 减仓 |
| NOW | SERVICENOW INC | $1,317.91万 | 1.05% | 126,056 | 8,484 | 7.2% | $88.70万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,282.59万 | 1.02% | 143,162 | 41,863 | 41.3% | $375.05万 | 加仓 |
| ETN | EATON CORP PLC | $1,179.29万 | 0.94% | 32,971 | -7,580 | -18.7% | -$271.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,157.22万 | 0.92% | 69,990 | -563 | -0.8% | -$9.31万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,156.56万 | 0.92% | 55,900 | 39 | 0.1% | $8,069 | 加仓 |
| AMGN | AMGEN INC | $1,144.78万 | 0.91% | 32,536 | 200 | 0.6% | $7.04万 | 加仓 |
| ADBE | ADOBE INC | $1,114.68万 | 0.89% | 45,856 | 5,492 | 13.6% | $133.50万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,106.16万 | 0.88% | 152,658 | -2,644 | -1.7% | -$19.16万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $1,097.35万 | 0.87% | 133,856 | 8,498 | 6.8% | $69.67万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,076.80万 | 0.86% | 126,341 | 7,659 | 6.5% | $65.28万 | 加仓 |
| HD | HOME DEPOT INC | $1,033.21万 | 0.82% | 31,415 | 821 | 2.7% | $27.00万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1,010.66万 | 0.80% | 134,307 | 4,375 | 3.4% | $32.92万 | 加仓 |
| MCK | MCKESSON CORP | $980.16万 | 0.78% | 11,327 | -4,022 | -26.2% | -$348.04万 | 减仓 |
| — | EXXON MOBIL CORP | $938.87万 | 0.75% | 55,339 | -141 | -0.3% | -$2.39万 | 减仓 |
| O | REALTY INCOME CORP | $874.86万 | 0.70% | 142,997 | 5,993 | 4.4% | $36.67万 | 加仓 |
| GLD | SPDR GOLD TR | $850.37万 | 0.68% | 19,763 | -119 | -0.6% | -$5.12万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $821.49万 | 0.65% | 28,950 | 2,554 | 9.7% | $72.47万 | 加仓 |
| ETR | ENTERGY CORP NEW | $786.06万 | 0.63% | 69,959 | -72,715 | -51.0% | -$817.03万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $769.91万 | 0.61% | 26,504 | 22,121 | 504.7% | $642.59万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $747.13万 | 0.59% | 151,333 | -28,958 | -16.1% | -$142.97万 | 减仓 |
| IWN | ISHARES TR | $733.17万 | 0.58% | 38,671 | 56 | 0.1% | $1.06万 | 加仓 |
| WM | WASTE MGMT INC DEL | $727.16万 | 0.58% | 31,644 | -35,022 | -52.5% | -$804.78万 | 减仓 |
| DIS | DISNEY WALT CO | $658.45万 | 0.52% | 68,318 | 2,086 | 3.1% | $20.10万 | 加仓 |
| DE | DEERE & CO | $618.51万 | 0.49% | 10,980 | 262 | 2.4% | $14.76万 | 加仓 |
| DHR | DANAHER CORP DEL | $588.50万 | 0.47% | 31,039 | 496 | 1.6% | $9.40万 | 加仓 |
| TMUS | T-MOBILE US INC | $587.44万 | 0.47% | 27,969 | 1,690 | 6.4% | $35.50万 | 加仓 |
| VTR | VENTAS INC | $583.93万 | 0.46% | 71,402 | -58 | -0.1% | -$4,743 | 减仓 |
| EFV | ISHARES TR | $579.61万 | 0.46% | 77,957 | -106 | -0.1% | -$7,881 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $573.27万 | 0.46% | 79,887 | 1,438 | 1.8% | $10.32万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $500.14万 | 0.40% | 50,837 | 36,094 | 244.8% | $355.09万 | 加仓 |
| TSLA | TESLA INC | $492.34万 | 0.39% | 13,244 | -113 | -0.8% | -$4.20万 | 减仓 |
| — | BELPOINTE PREP LLC | $475.36万 | 0.38% | 89,354 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $463.39万 | 0.37% | 42,521 | 21,261 | 100.0% | $231.70万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $456.86万 | 0.36% | 179,090 | 75,828 | 73.4% | $193.44万 | 加仓 |
| PEP | PEPSICO INC | $448.10万 | 0.36% | 28,856 | 5,373 | 22.9% | $83.44万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $435.05万 | 0.35% | 27,528 | 1,327 | 5.1% | $20.97万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $414.16万 | 0.33% | 13,767 | 564 | 4.3% | $16.97万 | 加仓 |
| V | VISA INC | $409.97万 | 0.33% | 13,564 | -335 | -2.4% | -$10.13万 | 减仓 |
| LLY | ELI LILLY & CO | $395.36万 | 0.31% | 4,299 | -234 | -5.2% | -$21.52万 | 减仓 |
| RTX | RTX CORPORATION | $372.97万 | 0.30% | 19,335 | -324 | -1.6% | -$6.25万 | 减仓 |
| MCD | MCDONALDS CORP | $371.60万 | 0.30% | 11,957 | 549 | 4.8% | $17.06万 | 加仓 |
| RMD | RESMED INC | $359.38万 | 0.29% | 16,009 | 6,367 | 66.0% | $142.93万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $318.39万 | 0.25% | 63,424 | 1,199 | 1.9% | $6.02万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $314.71万 | 0.25% | 53,142 | -671 | -1.2% | -$3.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $312.20万 | 0.25% | 6,515 | 30 | 0.5% | $1.44万 | 加仓 |
| WFC | WELLS FARGO & CO | $306.47万 | 0.24% | 38,496 | 115 | 0.3% | $9,155 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $294.24万 | 0.23% | 2,953 | 135 | 4.8% | $13.45万 | 加仓 |
| GOOG | ALPHABET INC | $291.99万 | 0.23% | 10,179 | -546 | -5.1% | -$15.66万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $285.72万 | 0.23% | 62,588 | 8,900 | 16.6% | $40.63万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $278.26万 | 0.22% | 19,265 | 1,668 | 9.5% | $24.09万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $270.97万 | 0.22% | 26,214 | -934 | -3.4% | -$9.65万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $270.24万 | 0.22% | 13,284 | 43 | 0.3% | $8,747 | 加仓 |
| AMAT | APPLIED MATLS INC | $269.13万 | 0.21% | 7,874 | 57 | 0.7% | $1.95万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $267.39万 | 0.21% | 10,273 | -42 | -0.4% | -$1.09万 | 减仓 |
| NFLX | NETFLIX INC. | $255.55万 | 0.20% | 26,578 | -97 | -0.4% | -$9,327 | 减仓 |
| J | JACOBS SOLUTIONS INC | $253.13万 | 0.20% | 19,887 | 559 | 2.9% | $7.12万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $244.52万 | 0.19% | 68,341 | 68,341 | — | $244.52万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $237.46万 | 0.19% | 16,400 | 473 | 3.0% | $6.85万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $237.01万 | 0.19% | 14,655 | -519 | -3.4% | -$8.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $234.30万 | 0.19% | 4,059 | -29 | -0.7% | -$1.67万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $233.74万 | 0.19% | 51,678 | -6,490 | -11.2% | -$29.35万 | 减仓 |
| SHY | ISHARES TR | $228.11万 | 0.18% | 27,626 | 452 | 1.7% | $3.73万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $223.82万 | 0.18% | 8,055 | 2,962 | 58.2% | $82.31万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $222.39万 | 0.18% | 15,169 | -3,454 | -18.5% | -$50.64万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $220.19万 | 0.18% | 19,862 | 1,087 | 5.8% | $12.05万 | 加仓 |
| ABBV | ABBVIE INC | $217.72万 | 0.17% | 10,010 | 159 | 1.6% | $3.46万 | 加仓 |
| AGG | ISHARES TR | $210.92万 | 0.17% | 21,247 | 26 | 0.1% | $2,581 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $206.51万 | 0.16% | 33,710 | -6,249 | -15.6% | -$38.28万 | 减仓 |
| NUE | NUCOR CORP | $201.71万 | 0.16% | 11,929 | 21 | 0.2% | $3,551 | 加仓 |
| FE | FIRSTENERGY CORP | $200.31万 | 0.16% | 39,540 | -635 | -1.6% | -$3.22万 | 减仓 |