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 |
|---|---|---|---|---|---|---|---|---|
| RDDT | REDDIT INC | $47.92万 | 0.04% | 3,559 | 126 | 3.7% | $1.70万 | 加仓 |
| COP | CONOCOPHILLIPS | $47.09万 | 0.04% | 3,568 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $45.69万 | 0.04% | 5,619 | 688 | 14.0% | $5.59万 | 加仓 |
| BIL | SPDR SERIES TRUST | $44.63万 | 0.04% | 4,870 | 620 | 14.6% | $5.68万 | 加仓 |
| EZU | ISHARES INC | $43.90万 | 0.03% | 7,008 | 3,536 | 101.8% | $22.15万 | 加仓 |
| VEEV | VEEVA SYS INC | $43.37万 | 0.03% | 2,469 | 282 | 12.9% | $4.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.30万 | 0.03% | 1,281 | 9 | 0.7% | $3,042 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $42.01万 | 0.03% | 16,737 | -22 | -0.1% | -$552 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $39.73万 | 0.03% | 9,730 | 362 | 3.9% | $1.48万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $38.37万 | 0.03% | 1,320 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $38.30万 | 0.03% | 13,339 | 1,260 | 10.4% | $3.62万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $37.06万 | 0.03% | 5,033 | -435 | -8.0% | -$3.20万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $36.45万 | 0.03% | 1,305 | -14 | -1.1% | -$3,910 | 减仓 |
| TIP | ISHARES TR | $35.15万 | 0.03% | 3,185 | 65 | 2.1% | $7,174 | 加仓 |
| ESGD | ISHARES TR | $34.73万 | 0.03% | 3,632 | 66 | 1.9% | $6,312 | 加仓 |
| TJX | TJX COS INC NEW | $34.21万 | 0.03% | 2,142 | -42 | -1.9% | -$6,708 | 减仓 |
| SUSL | ISHARES TR | $34.10万 | 0.03% | 3,002 | 72 | 2.5% | $8,179 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $33.84万 | 0.03% | 2,585 | -18,051 | -87.5% | -$236.33万 | 减仓 |
| AGZ | ISHARES TR | $33.64万 | 0.03% | 3,066 | 29 | 1.0% | $3,182 | 加仓 |
| BP | BP PLC | $33.14万 | 0.03% | 7,051 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $33.05万 | 0.03% | 8,316 | 8,316 | — | $33.05万 | 新建仓 |
| EFA | ISHARES TR | $33.03万 | 0.03% | 3,401 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $32.78万 | 0.03% | 1,647 | 375 | 29.5% | $7.46万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $32.40万 | 0.03% | 5,281 | 568 | 12.1% | $3.48万 | 加仓 |
| SMH | VANECK ETF TRUST | $32.05万 | 0.03% | 836 | -7 | -0.8% | -$2,684 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $31.89万 | 0.03% | 2,433 | -16 | -0.7% | -$2,097 | 减仓 |
| ESML | ISHARES TR | $31.43万 | 0.03% | 6,685 | 154 | 2.4% | $7,241 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $31.22万 | 0.02% | 2,308 | -78 | -3.3% | -$1.05万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $30.62万 | 0.02% | 264 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $29.67万 | 0.02% | 2,623 | -49 | -1.8% | -$5,542 | 减仓 |
| IEI | ISHARES TR | $28.95万 | 0.02% | 2,441 | 52 | 2.2% | $6,168 | 加仓 |
| LQD | ISHARES TR | $28.56万 | 0.02% | 2,620 | 7 | 0.3% | $763 | 加仓 |
| GEV | GE VERNOVA INC | $27.51万 | 0.02% | 315 | -33 | -9.5% | -$2.88万 | 减仓 |
| FLOT | ISHARES TR | $27.14万 | 0.02% | 5,326 | 70 | 1.3% | $3,567 | 加仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $26.69万 | 0.02% | 7,678 | 7,678 | — | $26.69万 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $26.66万 | 0.02% | 7,368 | 7,368 | — | $26.66万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $26.44万 | 0.02% | 907 | -47 | -4.9% | -$1.37万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.87万 | 0.02% | 6,734 | 819 | 13.8% | $3.15万 | 加仓 |
| CI | THE CIGNA GROUP | $24.27万 | 0.02% | 910 | -138 | -13.2% | -$3.68万 | 减仓 |
| DVY | ISHARES TR | $24.10万 | 0.02% | 1,592 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $24.10万 | 0.02% | 677 | -16 | -2.3% | -$5,696 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $23.51万 | 0.02% | 5,059 | -20 | -0.4% | -$929 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $23.13万 | 0.02% | 1,396 | -93 | -6.2% | -$1.54万 | 减仓 |
| EWL | ISHARES INC | $22.72万 | 0.02% | 3,864 | 3,864 | — | $22.72万 | 新建仓 |
| INTC | INTEL CORP | $22.38万 | 0.02% | 5,072 | 5,072 | — | $22.38万 | 新建仓 |
| MPC | MARATHON PETE CORP | $22.15万 | 0.02% | 907 | 907 | — | $22.15万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $21.93万 | 0.02% | 1,202 | -75 | -5.9% | -$1.37万 | 减仓 |
| IVV | ISHARES TR | $21.91万 | 0.02% | 335 | -40 | -10.7% | -$2.62万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $20.82万 | 0.02% | 580 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $19.36万 | 0.02% | 10,495 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC | $14.06万 | 0.01% | 12,219 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC | $12.72万 | 0.01% | 209,608 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOM FD | $6.70万 | 0.01% | 16,836 | 0 | 0.0% | — | 不变 |
| — | GRABAGUN DIGITAL HLDGS INC | $4.73万 | 0.00% | 15,705 | 15,705 | — | $4.73万 | 新建仓 |
| — | U S ENERGY CORP DEL | $3.45万 | 0.00% | 39,015 | 10,050 | 34.7% | $8,885 | 加仓 |
| — | REE AUTOMOTIVE LTD | $7,994 | 0.00% | 13,333 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $186 | 0.00% | 26,510 | 26,510 | — | $186 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -27,347 | -100.0% | -$335.66万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -24,348 | -100.0% | -$323.27万 | 清仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -55,154 | -100.0% | -$314.54万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -27,421 | -100.0% | -$281.89万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -13,007 | -100.0% | -$253.75万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -13,569 | -100.0% | -$172.98万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -4,422 | -100.0% | -$130.90万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -9,159 | -100.0% | -$88.20万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -3,938 | -100.0% | -$84.58万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -23,041 | -100.0% | -$60.04万 | 清仓 |
| ARKQ | ARK ETF TR | $0 | 0.00% | 0 | -3,471 | -100.0% | -$39.80万 | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -6,308 | -100.0% | -$32.83万 | 清仓 |
| ALM | ALMONTY INDS INC | $0 | 0.00% | 0 | -36,483 | -100.0% | -$32.14万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -7,691 | -100.0% | -$32.07万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,919 | -100.0% | -$29.48万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -4,752 | -100.0% | -$26.00万 | 清仓 |
| JMBS | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -5,345 | -100.0% | -$24.42万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,502 | -100.0% | -$24.18万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DBX ETF TR | $0 | 0.00% | 0 | -6,485 | -100.0% | -$23.31万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,138 | -100.0% | -$21.45万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -2,247 | -100.0% | -$21.10万 | 清仓 |