Unified Investment Management
Atlanta GA · SEC CIK 0002054855
$9,791.06万2026Q1 申报市值
134持仓数
24.8%前十大占比 · 第一大 6.1%
4 / 5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
APTIV PLC 新建仓+$85.91万
WSO 新建仓+$47.73万
IVV 新建仓+$24.56万
PTC 加仓+$22.91万
KMI 新建仓+$22.26万
2026Q1 卖出最多 按季末市值估算
SPSC 清仓-$23.53万
DIS 清仓-$21.88万
CNXC 清仓-$21.75万
IDXX 清仓-$20.30万
MS 清仓-$20.16万
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 |
|---|---|---|---|---|---|---|---|---|
| APTV | APTIV PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -2,640 | -100.0% | -$23.53万 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,923 | -100.0% | -$21.88万 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -5,232 | -100.0% | -$21.75万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$20.30万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -1,136 | -100.0% | -$20.16万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $2.50万 | 0.03% | 18,000 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $2.65万 | 0.03% | 10,345 | 0 | 0.0% | — | 不变 |
| — | VILLAGE FARMS INTL INC | $5.12万 | 0.05% | 18,020 | 0 | 0.0% | — | 不变 |
| III | INFORMATION SVCS GROUP INC | $11.18万 | 0.11% | 29,116 | -2,458 | -7.8% | -$9,439 | 减仓 |
| DGII | DIGI INTL INC | $20.20万 | 0.21% | 4,190 | -1,860 | -30.7% | -$8.97万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $20.65万 | 0.21% | 430 | -30 | -6.5% | -$1.44万 | 减仓 |
| — | PACER FDS TR | $20.89万 | 0.21% | 4,365 | 1 | 0.0% | $48 | 加仓 |
| IUSG | ISHARES TR | $21.72万 | 0.22% | 1,400 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $21.84万 | 0.22% | 500 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $22.26万 | 0.23% | 6,640 | 6,640 | — | $22.26万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $22.31万 | 0.23% | 1,778 | 50 | 2.9% | $6,273 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $22.69万 | 0.23% | 13,570 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $22.70万 | 0.23% | 1,565 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $23.69万 | 0.24% | 2,902 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $23.91万 | 0.24% | 2,578 | 350 | 15.7% | $3.25万 | 加仓 |
| IWS | ISHARES TR | $24.27万 | 0.25% | 1,665 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $24.56万 | 0.25% | 376 | 376 | — | $24.56万 | 新建仓 |
| DVY | ISHARES TR | $24.63万 | 0.25% | 1,627 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $24.67万 | 0.25% | 10,688 | -394 | -3.6% | -$9,093 | 减仓 |
| META | META PLATFORMS INC | $24.78万 | 0.25% | 433 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.15万 | 0.26% | 1,014 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $25.41万 | 0.26% | 1,716 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.69万 | 0.26% | 2,662 | 1 | 0.0% | $97 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $25.91万 | 0.26% | 700 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $25.95万 | 0.27% | 11,323 | 2,560 | 29.2% | $5.87万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.34万 | 0.27% | 427 | 2 | 0.5% | $1,234 | 加仓 |
| NVO | NOVO-NORDISK A S | $26.40万 | 0.27% | 7,183 | 717 | 11.1% | $2.63万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $27.04万 | 0.28% | 754 | 9 | 1.2% | $3,228 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $27.08万 | 0.28% | 2,294 | -50 | -2.1% | -$5,903 | 减仓 |
| ABT | ABBOTT LABORATORIES | $27.31万 | 0.28% | 2,660 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES TR | $28.13万 | 0.29% | 4,047 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $30.25万 | 0.31% | 2,850 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $30.33万 | 0.31% | 1,546 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.45万 | 0.31% | 5,020 | -122 | -2.4% | -$7,399 | 减仓 |
| IWB | ISHARES TR | $31.13万 | 0.32% | 873 | -160 | -15.5% | -$5.70万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.33万 | 0.32% | 1,632 | 86 | 5.6% | $1.65万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $31.49万 | 0.32% | 1,588 | 3 | 0.2% | $595 | 加仓 |
| ASUR | ASURE SOFTWARE INC | $33.15万 | 0.34% | 38,550 | 1,625 | 4.4% | $1.40万 | 加仓 |
| IMCG | ISHARES TR | $33.75万 | 0.34% | 4,285 | 135 | 3.3% | $1.06万 | 加仓 |
| ABBV | ABBVIE INC | $34.23万 | 0.35% | 1,574 | -60 | -3.7% | -$1.30万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $35.18万 | 0.36% | 14,671 | -968 | -6.2% | -$2.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.32万 | 0.37% | 758 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $36.67万 | 0.37% | 4,822 | -1,000 | -17.2% | -$7.60万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $39.72万 | 0.41% | 6,150 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $41.39万 | 0.42% | 1,225 | -100 | -7.5% | -$3.38万 | 减仓 |
| DLTR | DOLLAR TREE INC | $41.87万 | 0.43% | 3,823 | -95 | -2.4% | -$1.04万 | 减仓 |
| FLOT | ISHARES TR | $42.03万 | 0.43% | 8,250 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $42.08万 | 0.43% | 3,778 | -90 | -2.3% | -$1.00万 | 减仓 |
| ECOW | PACER FDS TR | $43.45万 | 0.44% | 16,290 | 798 | 5.2% | $2.13万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $43.61万 | 0.45% | 6,228 | 400 | 6.9% | $2.80万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $44.39万 | 0.45% | 1,299 | 272 | 26.5% | $9.29万 | 加仓 |
| EMR | EMERSON ELEC CO | $44.95万 | 0.46% | 3,431 | -32 | -0.9% | -$4,192 | 减仓 |
| IYF | ISHARES TR | $45.35万 | 0.46% | 3,854 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $46.33万 | 0.47% | 2,338 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $46.97万 | 0.48% | 1,464 | 103 | 7.6% | $3.30万 | 加仓 |
| GLD | SPDR GOLD TR | $47.25万 | 0.48% | 1,098 | 0 | 0.0% | — | 不变 |
| CEFS | EXCHANGE LISTED FDS TR | $47.54万 | 0.49% | 21,081 | 509 | 2.5% | $1.15万 | 加仓 |
| WSO | WATSCO INC | $47.73万 | 0.49% | 1,312 | 1,312 | — | $47.73万 | 新建仓 |
| AVGO | BROADCOM INC | $48.13万 | 0.49% | 1,555 | -12 | -0.8% | -$3,714 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $48.20万 | 0.49% | 4,030 | -197 | -4.7% | -$2.36万 | 减仓 |
| RTX | RTX CORPORATION | $49.17万 | 0.50% | 2,549 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $50.64万 | 0.52% | 940 | -179 | -16.0% | -$9.64万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $50.97万 | 0.52% | 10,460 | -191 | -1.8% | -$9,307 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $52.32万 | 0.53% | 3,000 | 0 | 0.0% | — | 不变 |
| RFV | INVESCO EXCHANGE TRADED FD T | $52.82万 | 0.54% | 4,064 | 376 | 10.2% | $4.89万 | 加仓 |
| ZTS | ZOETIS INC | $53.03万 | 0.54% | 4,486 | 1,226 | 37.6% | $14.49万 | 加仓 |
| NFLX | NETFLIX INC. | $53.41万 | 0.55% | 5,555 | 145 | 2.7% | $1.39万 | 加仓 |
| PALC | PACER FDS TR | $53.43万 | 0.55% | 10,313 | 1 | 0.0% | $52 | 加仓 |
| ADBE | ADOBE INC | $53.67万 | 0.55% | 2,208 | 19 | 0.9% | $4,619 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $54.54万 | 0.56% | 2,783 | -269 | -8.8% | -$5.27万 | 减仓 |
| VB | VANGUARD INDEX FDS | $55.87万 | 0.57% | 2,133 | 200 | 10.3% | $5.24万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $56.24万 | 0.57% | 1,144 | 75 | 7.0% | $3.69万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $57.78万 | 0.59% | 29,440 | 1,400 | 5.0% | $2.75万 | 加仓 |
| CALF | PACER FDS TR | $59.70万 | 0.61% | 13,304 | 583 | 4.6% | $2.62万 | 加仓 |
| VO | VANGUARD INDEX FDS | $59.76万 | 0.61% | 2,081 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $60.17万 | 0.61% | 29,460 | 1,350 | 4.8% | $2.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $60.41万 | 0.62% | 929 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $61.14万 | 0.62% | 2,245 | -6 | -0.3% | -$1,634 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $61.71万 | 0.63% | 8,579 | 1,768 | 26.0% | $12.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $62.09万 | 0.63% | 623 | -11 | -1.7% | -$1.10万 | 减仓 |
| CME | CME GROUP INC | $62.88万 | 0.64% | 2,129 | -56 | -2.6% | -$1.65万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $65.63万 | 0.67% | 16,519 | 674 | 4.3% | $2.68万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $67.62万 | 0.69% | 22,018 | -2,358 | -9.7% | -$7.24万 | 减仓 |
| ZG | ZILLOW GROUP INC | $68.81万 | 0.70% | 16,625 | 3,027 | 22.3% | $12.53万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $69.44万 | 0.71% | 7,389 | 337 | 4.8% | $3.17万 | 加仓 |
| C | CITIGROUP INC | $70.36万 | 0.72% | 6,204 | -74 | -1.2% | -$8,392 | 减仓 |
| IEMG | ISHARES INC | $70.45万 | 0.72% | 10,100 | 549 | 5.7% | $3.83万 | 加仓 |
| HD | HOME DEPOT INC | $72.82万 | 0.74% | 2,214 | 11 | 0.5% | $3,618 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $73.61万 | 0.75% | 2,434 | -98 | -3.9% | -$2.96万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $75.00万 | 0.77% | 9,724 | 2,123 | 27.9% | $16.37万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $75.51万 | 0.77% | 4,139 | -10 | -0.2% | -$1,824 | 减仓 |
| ANET | ARISTA NETWORKS INC | $76.19万 | 0.78% | 6,205 | -78 | -1.2% | -$9,577 | 减仓 |
| ABNB | AIRBNB INC | $79.25万 | 0.81% | 6,276 | 42 | 0.7% | $5,304 | 加仓 |