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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $212.85万 | 0.15% | 2,850 | 123 | 4.5% | $9.19万 | 加仓 |
| FTNT | FORTINET INC | $212.66万 | 0.15% | 13,843 | -2,322 | -14.4% | -$35.67万 | 减仓 |
| SHY | ISHARES TR | $210.54万 | 0.15% | 25,642 | -1,984 | -7.2% | -$16.29万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $209.93万 | 0.15% | 19,596 | -266 | -1.3% | -$2.85万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $202.22万 | 0.14% | 17,787 | -278 | -1.5% | -$3.16万 | 减仓 |
| SYY | SYSCO CORP | $185.67万 | 0.13% | 22,215 | 865 | 4.1% | $7.23万 | 加仓 |
| TXN | TEXAS INSTRS INC | $184.68万 | 0.13% | 6,196 | 1,326 | 27.2% | $39.52万 | 加仓 |
| KO | COCA COLA CO | $180.31万 | 0.13% | 22,186 | 517 | 2.4% | $4.20万 | 加仓 |
| FE | FIRSTENERGY CORP | $179.27万 | 0.13% | 37,710 | -1,830 | -4.6% | -$8.70万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $173.06万 | 0.12% | 19,717 | 5 | 0.0% | $439 | 加仓 |
| IEF | ISHARES TR | $169.76万 | 0.12% | 17,951 | 594 | 3.4% | $5.62万 | 加仓 |
| PAYX | PAYCHEX INC | $169.56万 | 0.12% | 17,244 | -74 | -0.4% | -$7,276 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $169.39万 | 0.12% | 31,894 | -1,816 | -5.4% | -$9.64万 | 减仓 |
| NUE | NUCOR CORP | $168.10万 | 0.12% | 7,546 | -4,383 | -36.7% | -$97.64万 | 减仓 |
| LOW | LOWES COS INC | $165.26万 | 0.12% | 7,495 | 449 | 6.4% | $9.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $161.58万 | 0.11% | 2,353 | 1,354 | 135.5% | $92.98万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $157.62万 | 0.11% | 3,653 | 3,653 | — | $157.62万 | 新建仓 |
| DDOG | DATADOG INC | $154.37万 | 0.11% | 5,929 | -2,103 | -26.2% | -$54.75万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $146.57万 | 0.10% | 28,835 | -969 | -3.3% | -$4.93万 | 减仓 |
| XSD | SPDR SERIES TRUST | $145.70万 | 0.10% | 2,336 | 2,336 | — | $145.70万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $144.26万 | 0.10% | 3,329 | -267 | -7.4% | -$11.57万 | 减仓 |
| SMDV | PROSHARES TR | $143.46万 | 0.10% | 18,624 | 460 | 2.5% | $3.54万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $143.16万 | 0.10% | 2,882 | -83 | -2.8% | -$4.12万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $142.55万 | 0.10% | 22,666 | 10,331 | 83.8% | $64.97万 | 加仓 |
| CSCO | CISCO SYS INC | $142.42万 | 0.10% | 12,125 | -5,010 | -29.2% | -$58.85万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $140.83万 | 0.10% | 4,206 | 183 | 4.5% | $6.13万 | 加仓 |
| VST | VISTRA CORP | $140.77万 | 0.10% | 8,874 | 89 | 1.0% | $1.41万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $140.40万 | 0.10% | 32,515 | -19,163 | -37.1% | -$82.75万 | 减仓 |
| ADBE | ADOBE INC | $134.83万 | 0.10% | 6,576 | -39,280 | -85.7% | -$805.36万 | 减仓 |
| WMB | WILLIAMS COS INC | $133.24万 | 0.09% | 17,924 | -838 | -4.5% | -$6.23万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $129.47万 | 0.09% | 25,003 | 197 | 0.8% | $1.02万 | 加仓 |
| WMT | WALMART INC | $127.48万 | 0.09% | 11,255 | 128 | 1.2% | $1.45万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $127.47万 | 0.09% | 922 | -65 | -6.6% | -$8.99万 | 减仓 |
| USFD | US FOODS HLDG CORP | $125.80万 | 0.09% | 12,303 | -191 | -1.5% | -$1.95万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $125.00万 | 0.09% | 3,695 | 9 | 0.2% | $3,045 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $119.44万 | 0.08% | 6,342 | -649 | -9.3% | -$12.22万 | 减仓 |
| TJX | TJX COS INC NEW | $109.63万 | 0.08% | 7,236 | 5,094 | 237.8% | $77.18万 | 加仓 |
| GE | GE AEROSPACE | $108.15万 | 0.08% | 2,894 | 105 | 3.8% | $3.92万 | 加仓 |
| STIP | ISHARES TR | $106.65万 | 0.08% | 10,439 | 3,845 | 58.3% | $39.28万 | 加仓 |
| CVX | CHEVRON CORPORATION | $103.55万 | 0.07% | 6,247 | -49,653 | -88.8% | -$823.08万 | 减仓 |
| CB | CHUBB LIMITED | $102.28万 | 0.07% | 3,002 | 61 | 2.1% | $2.08万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $101.09万 | 0.07% | 2,542 | -19 | -0.7% | -$7,556 | 减仓 |
| ORCL | ORACLE CORP | $100.71万 | 0.07% | 6,872 | -255 | -3.6% | -$3.74万 | 减仓 |
| EMR | EMERSON ELEC CO | $99.79万 | 0.07% | 6,971 | 141 | 2.1% | $2.02万 | 加仓 |
| TRGP | TARGA RES CORP | $98.68万 | 0.07% | 3,680 | 16 | 0.4% | $4,290 | 加仓 |
| — | ANGEL OAK FUNDS TRUST | $98.62万 | 0.07% | 114,274 | 448 | 0.4% | $3,866 | 加仓 |
| ES | EVERSOURCE ENERGY | $98.33万 | 0.07% | 13,606 | 297 | 2.2% | $2.15万 | 加仓 |
| CTAS | CINTAS CORP | $98.26万 | 0.07% | 5,777 | -129 | -2.2% | -$2.19万 | 减仓 |
| PWR | QUANTA SVCS INC | $97.93万 | 0.07% | 1,360 | -52 | -3.7% | -$3.74万 | 减仓 |
| NDSN | NORDSON CORP | $97.60万 | 0.07% | 3,235 | 52 | 1.6% | $1.57万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $96.76万 | 0.07% | 2,928 | -242 | -7.6% | -$8.00万 | 减仓 |
| MET | METLIFE INC | $96.37万 | 0.07% | 11,390 | 537 | 4.9% | $4.54万 | 加仓 |
| CVS | CVS HEALTH CORP | $93.69万 | 0.07% | 9,057 | -1,517 | -14.3% | -$15.69万 | 减仓 |
| SNOW | SNOWFLAKE INC | $92.74万 | 0.07% | 3,644 | 16 | 0.4% | $4,072 | 加仓 |
| TER | TERADYNE INC | $92.17万 | 0.07% | 1,905 | 1,905 | — | $92.17万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $91.69万 | 0.06% | 2,588 | 66 | 2.6% | $2.34万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $90.99万 | 0.06% | 6,013 | 2,448 | 68.7% | $37.04万 | 加仓 |
| NKE | NIKE INC | $90.58万 | 0.06% | 22,065 | -650 | -2.9% | -$2.67万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $89.55万 | 0.06% | 5,024 | 5,024 | — | $89.55万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $89.39万 | 0.06% | 4,882 | 4,882 | — | $89.39万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $89.29万 | 0.06% | 1,818 | -2 | -0.1% | -$982 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $87.99万 | 0.06% | 7,542 | 664 | 9.7% | $7.75万 | 加仓 |
| SNPS | SYNOPSYS INC | $87.65万 | 0.06% | 1,965 | -120 | -5.8% | -$5.35万 | 减仓 |
| TLT | ISHARES TR | $87.51万 | 0.06% | 10,126 | -272 | -2.6% | -$2.35万 | 减仓 |
| MMM | 3M CO | $86.32万 | 0.06% | 5,331 | 1 | 0.0% | $162 | 加仓 |
| IGV | ISHARES TR | $84.68万 | 0.06% | 9,347 | -3,123 | -25.0% | -$28.29万 | 重新持有 |
| EEMA | ISHARES INC | $83.93万 | 0.06% | 7,176 | 1,550 | 27.6% | $18.13万 | 加仓 |
| CRM | SALESFORCE INC | $83.38万 | 0.06% | 5,322 | -265 | -4.7% | -$4.15万 | 减仓 |
| VV | VANGUARD INDEX FDS | $81.63万 | 0.06% | 2,373 | 15 | 0.6% | $5,160 | 加仓 |
| O | REALTY INCOME CORP | $80.83万 | 0.06% | 13,045 | -129,952 | -90.9% | -$805.21万 | 减仓 |
| DASH | DOORDASH INC | $80.75万 | 0.06% | 4,376 | 53 | 1.2% | $9,780 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $79.33万 | 0.06% | 29,555 | 8,858 | 42.8% | $23.77万 | 加仓 |
| PNR | PENTAIR PLC | $76.74万 | 0.05% | 10,010 | 650 | 6.9% | $4.98万 | 加仓 |
| IWB | ISHARES TR | $74.86万 | 0.05% | 1,828 | -67 | -3.5% | -$2.74万 | 减仓 |
| NU | NU HLDGS LTD | $74.39万 | 0.05% | 55,681 | 1,465 | 2.7% | $1.96万 | 加仓 |
| INTU | INTUIT | $72.69万 | 0.05% | 2,785 | 764 | 37.8% | $19.94万 | 加仓 |
| EOG | EOG RES INC | $72.50万 | 0.05% | 5,589 | -342 | -5.8% | -$4.44万 | 减仓 |
| INTC | INTEL CORP | $72.34万 | 0.05% | 5,181 | 109 | 2.1% | $1.52万 | 加仓 |
| AOS | SMITH A O CORP | $71.65万 | 0.05% | 11,424 | 898 | 8.5% | $5.63万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $71.64万 | 0.05% | 19,490 | -3 | -0.0% | -$110 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $71.36万 | 0.05% | 10,184 | 61 | 0.6% | $4,274 | 加仓 |
| MDT | MEDTRONIC PLC | $71.35万 | 0.05% | 9,121 | 727 | 8.7% | $5.69万 | 加仓 |
| HRL | HORMEL FOODS CORP | $67.63万 | 0.05% | 27,247 | 1,017 | 3.9% | $2.52万 | 加仓 |
| IAU | ISHARES GOLD TR | $67.60万 | 0.05% | 8,953 | -485 | -5.1% | -$3.66万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.96万 | 0.05% | 2,381 | -82 | -3.3% | -$2.31万 | 减仓 |
| LIN | LINDE PLC | $66.85万 | 0.05% | 1,288 | -60 | -4.5% | -$3.11万 | 减仓 |
| FAST | FASTENAL CO | $66.74万 | 0.05% | 13,895 | 13,895 | — | $66.74万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $65.09万 | 0.05% | 5,884 | -64 | -1.1% | -$7,080 | 减仓 |
| PFE | PFIZER INC | $64.52万 | 0.05% | 26,793 | 1,301 | 5.1% | $3.13万 | 加仓 |
| PPG | PPG INDS INC | $63.70万 | 0.05% | 5,252 | 184 | 3.6% | $2.23万 | 加仓 |
| MKC | MCCORMICK & CO INC | $63.41万 | 0.04% | 12,576 | 2,920 | 30.2% | $14.72万 | 加仓 |
| AS | AMER SPORTS INC | $63.10万 | 0.04% | 18,646 | -51 | -0.3% | -$1,726 | 减仓 |
| RDDT | REDDIT INC | $61.19万 | 0.04% | 3,525 | -34 | -1.0% | -$5,902 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.71万 | 0.04% | 1,271 | -10 | -0.8% | -$4,776 | 减仓 |
| OEF | ISHARES TR | $60.11万 | 0.04% | 1,643 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $58.95万 | 0.04% | 14,122 | -813 | -5.4% | -$3.39万 | 减仓 |
| LQD | ISHARES TR | $58.76万 | 0.04% | 5,387 | 2,767 | 105.6% | $30.18万 | 加仓 |
| D | DOMINION ENERGY INC | $58.47万 | 0.04% | 8,562 | -66 | -0.8% | -$4,507 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $57.68万 | 0.04% | 12,721 | -484 | -3.7% | -$2.19万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $57.48万 | 0.04% | 13,054 | 3,324 | 34.2% | $14.64万 | 加仓 |