13F 机构持仓

US Asset Management LLC

PITTSBURGH PA · SEC CIK 0001882673

2026Q22026Q1 更早 9 个季度 🔒
$1.31亿2026Q2 申报市值
112持仓数
42.5%前十大占比 · 第一大 8.0%
4 / 11新建仓 / 清仓
申报市值走势$1.31亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 8.0%
NVDA 7.9%
GOOGL 5.9%
MSFT 4.7%
AMZN 3.9%
AVGO 2.6%
AMD 2.5%
JPM 2.5%
CAT 2.3%
MU 2.2%

2026Q2 买入最多 按季末市值估算

MU 新建仓+$291.23万
XOM 新建仓+$72.95万
HONA 新建仓+$46.52万
UPS 新建仓+$21.07万
GOOG 加仓+$2.12万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL 清仓-$89.48万
USD 清仓-$70.13万
SNDK 清仓-$59.15万
HON 减仓-$46.97万
CMCSA 清仓-$38.71万

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
— EXXON MOBIL $00.00%0 -5,274-100.0% -$89.48万 清仓
USD PROSHARES TRUST $00.00%0 -14,626-100.0% -$70.13万 清仓
SNDK SANDISK CORP $00.00%0 -931-100.0% -$59.15万 清仓
CMCSA COMCAST- A $00.00%0 -13,484-100.0% -$38.71万 清仓
AIT APPLIED IND TECH $00.00%0 -1,266-100.0% -$33.59万 清仓
TDY TELEDYNE TECH $00.00%0 -508-100.0% -$30.73万 清仓
MLI MUELLER INDS $00.00%0 -2,425-100.0% -$26.87万 清仓
NKE NIKE- B $00.00%0 -4,500-100.0% -$23.77万 清仓
ACN ACCENTURE- A $00.00%0 -1,080-100.0% -$21.42万 清仓
CEG CONSTELLATION EN $00.00%0 -751-100.0% -$20.97万 清仓
ILPT IND. LOGISTICS PT $00.00%0 -22,606-100.0% -$12.84万 清仓
CLX CLOROX CO $20.14万0.15%2,110 00.0% — 不变
WM WASTE MGMT $20.15万0.15%904 00.0% — 不变
EXC EXELON CORP $20.37万0.16%4,370 00.0% — 不变
DXCM DEXCOM $20.76万0.16%3,083 -11-0.4% -$741 重新持有
HPQ HP INC $20.90万0.16%9,524 250.3% $549 重新持有
UPS UNITED PARCEL- B $21.07万0.16%1,960 1,960— $21.07万 新建仓
APA APA CORP $21.46万0.16%6,589 -1,693-20.4% -$5.51万 减仓
BDX BECTON DICKINSON $23.80万0.18%1,573 00.0% — 不变
CB CHUBB LTD $24.12万0.18%708 00.0% — 不变
VRTX VERTEX PHARM $25.04万0.19%504 00.0% — 不变
BKNG BOOKING HOLDINGS $25.40万0.19%1,425 251.8% $4,456 加仓
FISV FISERV INC $26.31万0.20%5,363 00.0% — 不变
BA BOEING CO $26.63万0.20%1,230 60.5% $1,299 加仓
PLTR PALANTIR $26.67万0.20%2,286 170.7% $1,983 加仓
LOW LOWE'S COS INC $26.68万0.20%1,210 00.0% — 不变
USB U S BANCORP $26.80万0.20%4,437 370.8% $2,235 加仓
PG PROCTER & GAMBLE $27.14万0.21%1,851 00.0% — 不变
FTV FORTIVE $27.86万0.21%4,561 120.3% $733 加仓
JCI JOHNSON CONT $29.34万0.22%2,008 00.0% — 不变
PFE PFIZER INC $29.90万0.23%12,415 610.5% $1,469 加仓
KO COCA-COLA CO $29.95万0.23%3,685 381.0% $3,088 加仓
PPG PPG INDUSTRIES $30.20万0.23%2,490 00.0% — 不变
COR CENCORA $31.07万0.24%1,098 00.0% — 不变
OMC OMNICOM GROUP $33.02万0.25%4,534 00.0% — 不变
ABT ABBOTT LAB $33.41万0.25%3,682 00.0% — 不变
ENB ENBRIDGE INC $33.71万0.26%6,218 00.0% — 不变
TMO THERMO FISHER $33.99万0.26%678 00.0% — 不变
EMR EMERSON ELEC $34.10万0.26%2,382 00.0% — 不变
YUM YUM! BRANDS INC $34.26万0.26%2,143 00.0% — 不变
MDT MEDTRONIC PLC $34.62万0.26%4,426 00.0% — 不变
PNW PINNACLE WEST $34.72万0.26%3,245 00.0% — 不变
ALLE ALLEGION PUBLIC $35.23万0.27%2,508 00.0% — 不变
PEG PUB SERV ENTERP $37.21万0.28%4,585 491.1% $3,977 加仓
TGT TARGET CORP $37.32万0.28%2,857 00.0% — 不变
MDLZ MONDELEZ RT/SH $37.44万0.29%6,473 00.0% — 不变
T AT&T INC $37.65万0.29%18,186 00.0% — 不变
NEM NEWMONT MINING $39.14万0.30%4,191 370.9% $3,456 加仓
TJX TJX COS INC $41.21万0.31%2,720 00.0% — 不变
SRE SEMPRA $41.37万0.32%4,462 00.0% — 不变
RVTY REVVITY INC $41.82万0.32%3,759 00.0% — 不变
ROP ROPER INDS $43.48万0.33%1,285 00.0% — 不变
CVS CVS HEALTH $44.04万0.34%4,257 170.4% $1,759 加仓
TROW PRICE T ROWE $44.38万0.34%3,904 00.0% — 不变
HONA HONEYWELL AERO $46.52万0.35%2,104 2,104— $46.52万 新建仓
RTX RTX CORP $46.65万0.36%2,459 200.8% $3,795 加仓
COP CONOCOPHILLIPS $47.15万0.36%4,535 80.2% $832 加仓
HON HONEYWELL INT $47.20万0.36%2,108 -2,098-49.9% -$46.97万 减仓
BRK/B BERKSHIRE HATH-B $48.59万0.37%971 00.0% — 不变
QCOM QUALCOMM INC $48.77万0.37%2,639 140.5% $2,587 加仓
BLK BLACKROCK INC $49.52万0.38%515 00.0% — 不变
MTB M & T BANK CORP $51.65万0.39%2,170 120.6% $2,856 加仓
PNC PNC FINANCIAL SE $52.76万0.40%2,143 00.0% — 不变
ITW ILLINOIS TOOL $52.96万0.40%1,958 00.0% — 不变
AMT AMERICAN TOWER $56.51万0.43%3,455 00.0% — 不变
UNP UNION PAC $56.68万0.43%2,084 00.0% — 不变
DOV DOVER CORP $57.15万0.44%2,548 00.0% — 不变
SYK STRYKER CORP $58.72万0.45%1,865 00.0% — 不变
GEV GE VERNOVA $60.86万0.46%518 10.2% $1,175 加仓
IBM IBM CORP $61.87万0.47%2,200 100.5% $2,812 加仓
GILD GILEAD SCIENCES $62.03万0.47%4,910 240.5% $3,032 加仓
ETN EATON CORP $62.26万0.47%1,461 00.0% — 不变
PLD PROLOGIS $62.32万0.47%4,600 00.0% — 不变
MA MASTERCARD- A $62.61万0.48%1,219 00.0% — 不变
NWS NEWS CORP-B $66.71万0.51%23,775 00.0% — 不变
APD AIR PRODS & CHEM $69.42万0.53%2,368 00.0% — 不变
XOM EXXON MOB HLD $72.95万0.56%5,336 5,336— $72.95万 新建仓
GD GENERAL DYN $73.50万0.56%2,075 00.0% — 不变
WMT WAL-MART STORES $74.39万0.57%6,568 691.1% $7,815 加仓
DIS WALT DISNEY CO $76.68万0.58%7,967 00.0% — 不变
L LOEWS CORP $77.23万0.59%6,822 490.7% $5,547 加仓
MCD MCDONALDS CORP $77.47万0.59%2,866 00.0% — 不变
AMGN AMGEN INC $78.36万0.60%2,164 00.0% — 不变
NVR NVR INC $80.40万0.61%118 00.0% — 不变
PAYX PAYCHEX INC $81.37万0.62%8,275 00.0% — 不变
NFLX NETFLIX INC $82.21万0.63%11,514 500.4% $3,570 加仓
CVX CHEVRON $86.68万0.66%5,229 260.5% $4,310 加仓
PM PHILIP MORRIS INTL $88.56万0.67%4,895 180.4% $3,256 加仓
AMP AMERIPRISE FIN $88.91万0.68%1,938 40.2% $1,835 加仓
DHR DANAHER CORP $93.37万0.71%4,902 240.5% $4,572 加仓
MRK MERCK & CO INC $93.51万0.71%7,277 00.0% — 不变
ABBV ABBVIE INC $96.68万0.74%3,842 371.0% $9,311 加仓
AIZ ASSURANT INC $101.69万0.77%3,787 00.0% — 不变
AXP AMERICAN EXPRESS $105.67万0.80%3,124 00.0% — 不变
C CITIGROUP INC $107.41万0.82%7,674 340.4% $4,759 加仓
ADP AUTO DATA PRO $108.30万0.82%4,836 00.0% — 不变
MRSH MARSH&McLENNAN $112.67万0.86%6,760 00.0% — 不变
ORCL ORACLE $118.75万0.90%8,103 -232-2.8% -$3.40万 减仓
GL GLOBE LIFE $122.75万0.93%6,870 260.4% $4,646 加仓
HD HOME DEPOT INC $129.15万0.98%3,662 120.3% $4,232 加仓