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
AAPL APPLE INC $1,052.23万8.01%36,364 -375-1.0% -$10.85万 减仓
NVDA NVIDIA CORP $1,039.19万7.91%51,936 610.1% $1.22万 加仓
GOOGL ALPHABET INC- A $778.14万5.93%21,774 -132-0.6% -$4.72万 减仓
MSFT MICROSOFT CORP $614.44万4.68%16,472 530.3% $1.98万 加仓
AMZN AMAZON.COM INC $513.79万3.91%21,557 600.3% $1.43万 加仓
AVGO BROADCOM $342.54万2.61%9,068 400.4% $1.51万 加仓
AMD ADV MICRO DEVICE $323.51万2.46%5,569 130.2% $7,552 加仓
JPM JPMORGAN CHASE $322.78万2.46%9,861 -151-1.5% -$4.94万 减仓
CAT CATERPILLAR INC $307.44万2.34%2,887 00.0% — 不变
MU MICRON TECH $291.23万2.22%2,523 2,523— $291.23万 新建仓
GOOG ALPHABET INC- C $275.81万2.10%7,806 600.8% $2.12万 加仓
TSLA TESLA $268.97万2.05%6,395 150.2% $6,309 加仓
META META PLATFORMS $263.51万2.01%4,678 150.3% $8,449 加仓
ADI ANALOG DEVICES $249.58万1.90%6,284 00.0% — 不变
GS GOLDMAN SACHS $225.84万1.72%2,233 00.0% — 不变
V VISA- A $223.01万1.70%6,500 290.4% $9,950 加仓
LLY ELI LILLY & CO $216.14万1.65%1,802 60.3% $7,197 加仓
INTC INTEL CORP $210.70万1.60%15,090 00.0% — 不变
BAC BANK OF AMERICA $180.97万1.38%31,761 1300.4% $7,407 加仓
TXN TEXAS INST $173.98万1.33%5,837 320.6% $9,538 加仓
CSCO CISCO SYSTEMS $163.49万1.25%13,919 620.4% $7,283 加仓
LIN LINDE PLC $156.46万1.19%3,015 00.0% — 不变
UNH UNITEDHEALTH $144.51万1.10%3,477 80.2% $3,325 加仓
HD HOME DEPOT INC $129.15万0.98%3,662 120.3% $4,232 加仓
GL GLOBE LIFE $122.75万0.93%6,870 260.4% $4,646 加仓
ORCL ORACLE $118.75万0.90%8,103 -232-2.8% -$3.40万 减仓
MRSH MARSH&McLENNAN $112.67万0.86%6,760 00.0% — 不变
ADP AUTO DATA PRO $108.30万0.82%4,836 00.0% — 不变
C CITIGROUP INC $107.41万0.82%7,674 340.4% $4,759 加仓
AXP AMERICAN EXPRESS $105.67万0.80%3,124 00.0% — 不变
AIZ ASSURANT INC $101.69万0.77%3,787 00.0% — 不变
ABBV ABBVIE INC $96.68万0.74%3,842 371.0% $9,311 加仓
MRK MERCK & CO INC $93.51万0.71%7,277 00.0% — 不变
DHR DANAHER CORP $93.37万0.71%4,902 240.5% $4,572 加仓
AMP AMERIPRISE FIN $88.91万0.68%1,938 40.2% $1,835 加仓
PM PHILIP MORRIS INTL $88.56万0.67%4,895 180.4% $3,256 加仓
CVX CHEVRON $86.68万0.66%5,229 260.5% $4,310 加仓
NFLX NETFLIX INC $82.21万0.63%11,514 500.4% $3,570 加仓
PAYX PAYCHEX INC $81.37万0.62%8,275 00.0% — 不变
NVR NVR INC $80.40万0.61%118 00.0% — 不变
AMGN AMGEN INC $78.36万0.60%2,164 00.0% — 不变
MCD MCDONALDS CORP $77.47万0.59%2,866 00.0% — 不变
L LOEWS CORP $77.23万0.59%6,822 490.7% $5,547 加仓
DIS WALT DISNEY CO $76.68万0.58%7,967 00.0% — 不变
WMT WAL-MART STORES $74.39万0.57%6,568 691.1% $7,815 加仓
GD GENERAL DYN $73.50万0.56%2,075 00.0% — 不变
XOM EXXON MOB HLD $72.95万0.56%5,336 5,336— $72.95万 新建仓
APD AIR PRODS & CHEM $69.42万0.53%2,368 00.0% — 不变
NWS NEWS CORP-B $66.71万0.51%23,775 00.0% — 不变
MA MASTERCARD- A $62.61万0.48%1,219 00.0% — 不变
PLD PROLOGIS $62.32万0.47%4,600 00.0% — 不变
ETN EATON CORP $62.26万0.47%1,461 00.0% — 不变
GILD GILEAD SCIENCES $62.03万0.47%4,910 240.5% $3,032 加仓
IBM IBM CORP $61.87万0.47%2,200 100.5% $2,812 加仓
GEV GE VERNOVA $60.86万0.46%518 10.2% $1,175 加仓
SYK STRYKER CORP $58.72万0.45%1,865 00.0% — 不变
DOV DOVER CORP $57.15万0.44%2,548 00.0% — 不变
UNP UNION PAC $56.68万0.43%2,084 00.0% — 不变
AMT AMERICAN TOWER $56.51万0.43%3,455 00.0% — 不变
ITW ILLINOIS TOOL $52.96万0.40%1,958 00.0% — 不变
PNC PNC FINANCIAL SE $52.76万0.40%2,143 00.0% — 不变
MTB M & T BANK CORP $51.65万0.39%2,170 120.6% $2,856 加仓
BLK BLACKROCK INC $49.52万0.38%515 00.0% — 不变
QCOM QUALCOMM INC $48.77万0.37%2,639 140.5% $2,587 加仓
BRK/B BERKSHIRE HATH-B $48.59万0.37%971 00.0% — 不变
HON HONEYWELL INT $47.20万0.36%2,108 -2,098-49.9% -$46.97万 减仓
COP CONOCOPHILLIPS $47.15万0.36%4,535 80.2% $832 加仓
RTX RTX CORP $46.65万0.36%2,459 200.8% $3,795 加仓
HONA HONEYWELL AERO $46.52万0.35%2,104 2,104— $46.52万 新建仓
TROW PRICE T ROWE $44.38万0.34%3,904 00.0% — 不变
CVS CVS HEALTH $44.04万0.34%4,257 170.4% $1,759 加仓
ROP ROPER INDS $43.48万0.33%1,285 00.0% — 不变
RVTY REVVITY INC $41.82万0.32%3,759 00.0% — 不变
SRE SEMPRA $41.37万0.32%4,462 00.0% — 不变
TJX TJX COS INC $41.21万0.31%2,720 00.0% — 不变
NEM NEWMONT MINING $39.14万0.30%4,191 370.9% $3,456 加仓
T AT&T INC $37.65万0.29%18,186 00.0% — 不变
MDLZ MONDELEZ RT/SH $37.44万0.29%6,473 00.0% — 不变
TGT TARGET CORP $37.32万0.28%2,857 00.0% — 不变
PEG PUB SERV ENTERP $37.21万0.28%4,585 491.1% $3,977 加仓
ALLE ALLEGION PUBLIC $35.23万0.27%2,508 00.0% — 不变
PNW PINNACLE WEST $34.72万0.26%3,245 00.0% — 不变
MDT MEDTRONIC PLC $34.62万0.26%4,426 00.0% — 不变
YUM YUM! BRANDS INC $34.26万0.26%2,143 00.0% — 不变
EMR EMERSON ELEC $34.10万0.26%2,382 00.0% — 不变
TMO THERMO FISHER $33.99万0.26%678 00.0% — 不变
ENB ENBRIDGE INC $33.71万0.26%6,218 00.0% — 不变
ABT ABBOTT LAB $33.41万0.25%3,682 00.0% — 不变
OMC OMNICOM GROUP $33.02万0.25%4,534 00.0% — 不变
COR CENCORA $31.07万0.24%1,098 00.0% — 不变
PPG PPG INDUSTRIES $30.20万0.23%2,490 00.0% — 不变
KO COCA-COLA CO $29.95万0.23%3,685 381.0% $3,088 加仓
PFE PFIZER INC $29.90万0.23%12,415 610.5% $1,469 加仓
JCI JOHNSON CONT $29.34万0.22%2,008 00.0% — 不变
FTV FORTIVE $27.86万0.21%4,561 120.3% $733 加仓
PG PROCTER & GAMBLE $27.14万0.21%1,851 00.0% — 不变
USB U S BANCORP $26.80万0.20%4,437 370.8% $2,235 加仓
LOW LOWE'S COS INC $26.68万0.20%1,210 00.0% — 不变
PLTR PALANTIR $26.67万0.20%2,286 170.7% $1,983 加仓
BA BOEING CO $26.63万0.20%1,230 60.5% $1,299 加仓