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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC | $185.41万 | 0.15% | 8,559 | -484 | -5.4% | -$10.48万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $183.09万 | 0.15% | 19,712 | -550 | -2.7% | -$5.11万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $177.35万 | 0.14% | 2,727 | -85 | -3.0% | -$5.53万 | 减仓 |
| LOW | LOWES COS INC | $166.48万 | 0.13% | 7,046 | 74 | 1.1% | $1.75万 | 加仓 |
| IEF | ISHARES TR | $165.65万 | 0.13% | 17,357 | 2,645 | 18.0% | $25.24万 | 加仓 |
| KO | COCA COLA CO | $164.79万 | 0.13% | 21,669 | 199 | 0.9% | $1.51万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $162.84万 | 0.13% | 18,065 | 580 | 3.3% | $5.23万 | 加仓 |
| CAT | CATERPILLAR INC | $162.60万 | 0.13% | 2,295 | -39 | -1.7% | -$2.76万 | 减仓 |
| PAYX | PAYCHEX INC | $159.53万 | 0.13% | 17,318 | 777 | 4.7% | $7.16万 | 加仓 |
| SYY | SYSCO CORP | $152.29万 | 0.12% | 21,350 | -2,514 | -10.5% | -$17.93万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $148.93万 | 0.12% | 29,804 | -116,473 | -79.6% | -$582.02万 | 减仓 |
| SPGI | S&P GLOBAL INC | $139.40万 | 0.11% | 3,277 | -45 | -1.4% | -$1.91万 | 减仓 |
| WMT | WALMART INC | $138.29万 | 0.11% | 11,127 | -1,414 | -11.3% | -$17.57万 | 减仓 |
| WMB | WILLIAMS COS INC | $136.55万 | 0.11% | 18,762 | -1,286 | -6.4% | -$9.36万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $133.30万 | 0.11% | 10,857 | 4,546 | 72.0% | $55.82万 | 加仓 |
| CSCO | CISCO SYS INC | $132.95万 | 0.11% | 17,135 | 237 | 1.4% | $1.84万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $132.40万 | 0.11% | 2,965 | -45 | -1.5% | -$2.01万 | 减仓 |
| FTNT | FORTINET INC | $132.10万 | 0.11% | 16,165 | -13,323 | -45.2% | -$108.88万 | 减仓 |
| VST | VISTRA CORP | $132.07万 | 0.11% | 8,785 | -1,726 | -16.4% | -$25.95万 | 减仓 |
| QCOM | QUALCOMM INC | $129.44万 | 0.10% | 10,051 | -8 | -0.1% | -$1,030 | 减仓 |
| SMDV | PROSHARES TR | $124.95万 | 0.10% | 18,164 | 1,256 | 7.4% | $8.64万 | 加仓 |
| ZTS | ZOETIS INC | $124.70万 | 0.10% | 10,549 | 842 | 8.7% | $9.95万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $124.11万 | 0.10% | 6,259 | -154 | -2.4% | -$3.05万 | 减仓 |
| NKE | NIKE INC | $119.98万 | 0.10% | 22,715 | -424 | -1.8% | -$2.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $119.17万 | 0.09% | 3,527 | -5,618 | -61.4% | -$189.82万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $118.06万 | 0.09% | 2,561 | -81 | -3.1% | -$3.73万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $116.36万 | 0.09% | 24,806 | 215 | 0.9% | $1.01万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $116.10万 | 0.09% | 6,991 | -2,875 | -29.1% | -$47.74万 | 减仓 |
| USFD | US FOODS HLDG CORP | $115.21万 | 0.09% | 12,494 | 16 | 0.1% | $1,475 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $111.50万 | 0.09% | 3,686 | 74 | 2.0% | $2.24万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $107.92万 | 0.09% | 987 | -342 | -25.7% | -$37.40万 | 减仓 |
| VMC | VULCAN MATLS CO | $105.85万 | 0.08% | 3,887 | 89 | 2.3% | $2.42万 | 加仓 |
| ORCL | ORACLE CORP | $104.84万 | 0.08% | 7,127 | -409 | -5.4% | -$6.02万 | 减仓 |
| CRM | SALESFORCE INC | $104.30万 | 0.08% | 5,587 | 4,504 | 415.9% | $84.08万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $100.81万 | 0.08% | 4,023 | 4,023 | — | $100.81万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $100.61万 | 0.08% | 6,878 | -2,323 | -25.2% | -$33.98万 | 减仓 |
| CTAS | CINTAS CORP | $99.89万 | 0.08% | 5,906 | -42 | -0.7% | -$7,104 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $98.57万 | 0.08% | 113,826 | -30,796 | -21.3% | -$26.67万 | 减仓 |
| ABNB | AIRBNB INC | $96.55万 | 0.08% | 7,646 | 7,646 | — | $96.55万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $96.39万 | 0.08% | 3,170 | -107 | -3.3% | -$3.25万 | 减仓 |
| CB | CHUBB LTD SWITZ | $95.85万 | 0.08% | 2,941 | 169 | 6.1% | $5.51万 | 加仓 |
| DDOG | DATADOG INC | $94.82万 | 0.08% | 8,032 | -66 | -0.8% | -$7,791 | 减仓 |
| TXN | TEXAS INSTRS INC | $94.54万 | 0.08% | 4,870 | -1,729 | -26.2% | -$33.57万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $93.57万 | 0.07% | 10,137 | 95 | 0.9% | $8,769 | 加仓 |
| ES | EVERSOURCE ENERGY | $92.20万 | 0.07% | 13,309 | 351 | 2.7% | $2.43万 | 加仓 |
| TRGP | TARGA RES CORP | $91.87万 | 0.07% | 3,664 | -94 | -2.5% | -$2.36万 | 减仓 |
| TLT | ISHARES TR | $90.14万 | 0.07% | 10,398 | 126 | 1.2% | $1.09万 | 加仓 |
| EMR | EMERSON ELEC CO | $89.48万 | 0.07% | 6,830 | 404 | 6.3% | $5.29万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $88.86万 | 0.07% | 15,416 | 9,006 | 140.5% | $51.91万 | 加仓 |
| INTU | INTUIT | $87.39万 | 0.07% | 2,021 | -15 | -0.7% | -$6,486 | 减仓 |
| MELI | MERCADOLIBRE INC | $86.80万 | 0.07% | 502 | 28 | 5.9% | $4.84万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $86.57万 | 0.07% | 2,522 | -550 | -17.9% | -$18.88万 | 减仓 |
| EOG | EOG RES INC | $85.74万 | 0.07% | 5,931 | 189 | 3.3% | $2.73万 | 加仓 |
| NDSN | NORDSON CORP | $84.69万 | 0.07% | 3,183 | 174 | 5.8% | $4.63万 | 加仓 |
| IAU | ISHARES GOLD TR | $83.21万 | 0.07% | 9,438 | 941 | 11.1% | $8.30万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $83.20万 | 0.07% | 2,131 | 98 | 4.8% | $3.83万 | 加仓 |
| SNPS | SYNOPSYS INC | $82.67万 | 0.07% | 2,085 | 391 | 23.1% | $15.50万 | 加仓 |
| PNR | PENTAIR PLC | $81.54万 | 0.06% | 9,360 | 587 | 6.7% | $5.11万 | 加仓 |
| ROL | ROLLINS INC | $79.77万 | 0.06% | 14,935 | -459 | -3.0% | -$2.45万 | 减仓 |
| GE | GE AEROSPACE | $79.13万 | 0.06% | 2,789 | 1,792 | 179.7% | $50.84万 | 加仓 |
| NU | NU HLDGS LTD | $77.91万 | 0.06% | 54,216 | 837 | 1.6% | $1.20万 | 加仓 |
| PWR | QUANTA SVCS INC | $77.52万 | 0.06% | 1,412 | 31 | 2.2% | $1.70万 | 加仓 |
| MMM | 3M CO | $77.41万 | 0.06% | 5,330 | 236 | 4.6% | $3.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $76.83万 | 0.06% | 3,596 | 3,596 | — | $76.83万 | 新建仓 |
| MET | METLIFE INC | $76.76万 | 0.06% | 10,853 | 578 | 5.6% | $4.09万 | 加仓 |
| CLX | CLOROX CO DEL | $76.14万 | 0.06% | 7,347 | 5,205 | 243.0% | $53.94万 | 加仓 |
| CVS | CVS HEALTH CORP | $75.95万 | 0.06% | 10,574 | 683 | 6.9% | $4.91万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $75.85万 | 0.06% | 1,820 | 1,820 | — | $75.85万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $73.76万 | 0.06% | 19,493 | 242 | 1.3% | $9,157 | 加仓 |
| MDT | MEDTRONIC PLC | $72.74万 | 0.06% | 8,394 | 714 | 9.3% | $6.19万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $72.51万 | 0.06% | 12,335 | -65 | -0.5% | -$3,821 | 减仓 |
| PFE | PFIZER INC | $71.58万 | 0.06% | 25,492 | 892 | 3.6% | $2.50万 | 加仓 |
| VV | VANGUARD INDEX FDS | $70.46万 | 0.06% | 2,358 | 3 | 0.1% | $896 | 加仓 |
| AOS | SMITH A O CORP | $69.41万 | 0.06% | 10,526 | 939 | 9.8% | $6.19万 | 加仓 |
| STIP | ISHARES TR | $68.21万 | 0.05% | 6,594 | 119 | 1.8% | $1.23万 | 加仓 |
| IWB | ISHARES TR | $67.57万 | 0.05% | 1,895 | -24 | -1.3% | -$8,557 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $67.32万 | 0.05% | 5,948 | -955 | -13.8% | -$10.81万 | 减仓 |
| LIN | LINDE PLC | $66.84万 | 0.05% | 1,348 | 85 | 6.7% | $4.21万 | 加仓 |
| DASH | DOORDASH INC | $64.91万 | 0.05% | 4,323 | 149 | 3.6% | $2.24万 | 加仓 |
| AS | AMER SPORTS INC | $61.55万 | 0.05% | 18,697 | 18,697 | — | $61.55万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $60.71万 | 0.05% | 10,123 | 10,123 | — | $60.71万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $60.60万 | 0.05% | 13,205 | -6,970 | -34.5% | -$31.99万 | 减仓 |
| SYM | SYMBOTIC INC | $59.83万 | 0.05% | 11,246 | 11,246 | — | $59.83万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $59.70万 | 0.05% | 999 | 50 | 5.3% | $2.99万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $59.70万 | 0.05% | 2,463 | -126 | -4.9% | -$3.05万 | 减仓 |
| HRL | HORMEL FOODS CORP | $59.41万 | 0.05% | 26,230 | 17,662 | 206.1% | $40.00万 | 加仓 |
| APH | AMPHENOL CORP | $57.24万 | 0.05% | 4,530 | 4,530 | — | $57.24万 | 新建仓 |
| MSTR | STRATEGY INC | $56.77万 | 0.05% | 4,549 | 544 | 13.6% | $6.79万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $56.06万 | 0.04% | 3,565 | 420 | 13.4% | $6.60万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $55.80万 | 0.04% | 20,697 | 492 | 2.4% | $1.33万 | 加仓 |
| SNOW | SNOWFLAKE INC | $54.72万 | 0.04% | 3,628 | 84 | 2.4% | $1.27万 | 加仓 |
| PPG | PPG INDS INC | $54.17万 | 0.04% | 5,068 | 412 | 8.8% | $4.40万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $53.87万 | 0.04% | 3,130 | 157 | 5.3% | $2.70万 | 加仓 |
| EEMA | ISHARES INC | $53.86万 | 0.04% | 5,626 | 3,208 | 132.7% | $30.71万 | 加仓 |
| D | DOMINION ENERGY INC | $53.34万 | 0.04% | 8,628 | 489 | 6.0% | $3.02万 | 加仓 |
| OEF | ISHARES TR | $52.26万 | 0.04% | 1,643 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $51.96万 | 0.04% | 4,913 | 421 | 9.4% | $4.45万 | 加仓 |
| T | AT&T INC | $51.87万 | 0.04% | 17,891 | 18 | 0.1% | $522 | 加仓 |
| MKC | MCCORMICK & CO INC | $48.70万 | 0.04% | 9,656 | 9,656 | — | $48.70万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $48.48万 | 0.04% | 10,453 | 0 | 0.0% | — | 不变 |