Unified Investment Management
Atlanta GA · SEC CIK 0002054855
$1.08亿2026Q2 申报市值
145持仓数
24.2%前十大占比 · 第一大 6.1%
14 / 5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
TOST 新建仓+$43.24万
WDAY 新建仓+$41.15万
VTI 加仓+$28.27万
SUB 新建仓+$26.62万
LGND 新建仓+$23.55万
2026Q2 卖出最多 按季末市值估算
APTIV PLC 清仓-$85.91万
ADBE 清仓-$53.67万
MU 减仓-$35.78万
ACN 清仓-$31.49万
PYPL 减仓-$27.14万
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 |
|---|---|---|---|---|---|---|---|---|
| — | APTIV PLC | $0 | 0.00% | 0 | -12,372 | -100.0% | -$85.91万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -2,208 | -100.0% | -$53.67万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,588 | -100.0% | -$31.49万 | 清仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$25.91万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,778 | -100.0% | -$22.31万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $1.60万 | 0.01% | 14,000 | -4,000 | -22.2% | -$4,560 | 减仓 |
| — | CREDIT SUISSE ASSET MGMT | $2.57万 | 0.02% | 10,345 | 0 | 0.0% | — | 不变 |
| — | VILLAGE FARMS INTL INC | $3.60万 | 0.03% | 18,020 | 0 | 0.0% | — | 不变 |
| III | INFORMATION SVCS GROUP INC | $12.04万 | 0.11% | 29,300 | 184 | 0.6% | $756 | 加仓 |
| TRGP | TARGA RES CORP | $20.24万 | 0.19% | 755 | 755 | — | $20.24万 | 新建仓 |
| IYH | ISHARES TR | $20.54万 | 0.19% | 3,065 | 3,065 | — | $20.54万 | 新建仓 |
| KEY | KEYCORP | $20.75万 | 0.19% | 9,000 | 9,000 | — | $20.75万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $21.23万 | 0.20% | 6,640 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $21.24万 | 0.20% | 401 | -29 | -6.7% | -$1.54万 | 减仓 |
| MOAT | VANECK ETF TRUST | $21.25万 | 0.20% | 2,044 | 2,044 | — | $21.25万 | 新建仓 |
| GOOGL | ALPHABET INC 看跌期权 | $21.44万 | 0.20% | 600 | 600 | — | $21.44万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $22.59万 | 0.21% | 13,570 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL 看跌期权 | $22.74万 | 0.21% | 1,800 | 1,800 | — | $22.74万 | 新建仓 |
| IRM | IRON MTN INC DEL | $22.74万 | 0.21% | 1,800 | 1,800 | — | $22.74万 | 新建仓 |
| IRM | IRON MTN INC DEL 看涨期权 | $22.74万 | 0.21% | 1,800 | 1,800 | — | $22.74万 | 新建仓 |
| EEM | ISHARES TR | $22.96万 | 0.21% | 3,356 | 3,356 | — | $22.96万 | 新建仓 |
| — | WISDOMTREE TR | $23.00万 | 0.21% | 5,953 | 5,953 | — | $23.00万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $23.40万 | 0.22% | 790 | 36 | 4.8% | $1.07万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $23.55万 | 0.22% | 745 | 745 | — | $23.55万 | 新建仓 |
| — | PACER FDS TR | $24.20万 | 0.22% | 4,365 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $24.28万 | 0.22% | 2,902 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $24.40万 | 0.22% | 433 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $25.07万 | 0.23% | 2,599 | 21 | 0.8% | $2,025 | 加仓 |
| DVY | ISHARES TR | $25.43万 | 0.23% | 1,627 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $25.45万 | 0.23% | 7,346 | -330 | -4.3% | -$1.14万 | 重新持有 |
| SO | SOUTHERN CO | $25.49万 | 0.23% | 2,663 | 1 | 0.0% | $96 | 加仓 |
| VUG | VANGUARD INDEX FDS | $25.84万 | 0.24% | 3,000 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $25.92万 | 0.24% | 11,323 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $26.33万 | 0.24% | 1,400 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $26.62万 | 0.25% | 2,500 | 2,500 | — | $26.62万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $26.63万 | 0.25% | 1,565 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $27.12万 | 0.25% | 1,716 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $27.41万 | 0.25% | 1,665 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $28.41万 | 0.26% | 4,931 | -89 | -1.8% | -$5,128 | 减仓 |
| DGII | DIGI INTL INC | $28.52万 | 0.26% | 3,805 | -385 | -9.2% | -$2.89万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $29.47万 | 0.27% | 419 | -8 | -1.9% | -$5,627 | 减仓 |
| IWM | ISHARES TR | $30.47万 | 0.28% | 1,014 | 0 | 0.0% | — | 不变 |
| ASUR | ASURE SOFTWARE INC | $30.61万 | 0.28% | 38,550 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $30.67万 | 0.28% | 2,850 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES TR | $30.79万 | 0.28% | 3,931 | -116 | -2.9% | -$9,085 | 减仓 |
| IWB | ISHARES TR | $30.84万 | 0.28% | 753 | -120 | -13.7% | -$4.91万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $31.59万 | 0.29% | 10,693 | 5 | 0.0% | $148 | 加仓 |
| IVV | ISHARES TR | $31.75万 | 0.29% | 424 | 48 | 12.8% | $3.59万 | 加仓 |
| ZTS | ZOETIS INC | $33.30万 | 0.31% | 4,634 | 148 | 3.3% | $1.06万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $33.69万 | 0.31% | 1,546 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $33.90万 | 0.31% | 7,071 | -112 | -1.6% | -$5,370 | 减仓 |
| NFLX | NETFLIX INC. | $34.81万 | 0.32% | 4,875 | -680 | -12.2% | -$4.86万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.90万 | 0.32% | 1,640 | 8 | 0.5% | $1,703 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $35.74万 | 0.33% | 14,701 | 30 | 0.2% | $729 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.93万 | 0.35% | 758 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $38.07万 | 0.35% | 2,294 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $39.18万 | 0.36% | 4,822 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $40.45万 | 0.37% | 1,098 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $40.75万 | 0.38% | 10,318 | -142 | -1.4% | -$5,609 | 减仓 |
| ABBV | ABBVIE INC | $40.82万 | 0.38% | 1,622 | 48 | 3.0% | $1.21万 | 加仓 |
| WDAY | WORKDAY INC | $41.15万 | 0.38% | 3,361 | 3,361 | — | $41.15万 | 新建仓 |
| FDLO | FIDELITY COVINGTON TRUST | $42.03万 | 0.39% | 6,150 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $42.12万 | 0.39% | 8,250 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $42.18万 | 0.39% | 4,290 | 5 | 0.1% | $492 | 加仓 |
| ECOW | PACER FDS TR | $43.22万 | 0.40% | 16,297 | 7 | 0.0% | $186 | 加仓 |
| TOST | TOAST INC | $43.24万 | 0.40% | 15,541 | 15,541 | — | $43.24万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $43.92万 | 0.40% | 4,840 | 2,180 | 82.0% | $19.78万 | 加仓 |
| VPU | VANGUARD WORLD FD | $45.76万 | 0.42% | 2,338 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $46.36万 | 0.43% | 3,833 | 10 | 0.3% | $1,209 | 加仓 |
| EFG | ISHARES TR | $47.02万 | 0.43% | 3,779 | 1 | 0.0% | $124 | 加仓 |
| CME | CME GROUP INC | $47.49万 | 0.44% | 2,150 | 21 | 1.0% | $4,638 | 加仓 |
| IYF | ISHARES TR | $47.61万 | 0.44% | 3,734 | -120 | -3.1% | -$1.53万 | 减仓 |
| ZG | ZILLOW GROUP INC | $47.73万 | 0.44% | 15,216 | -1,409 | -8.5% | -$4.42万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $49.29万 | 0.45% | 3,889 | -141 | -3.5% | -$1.79万 | 减仓 |
| RTX | RTX CORPORATION | $49.56万 | 0.46% | 2,612 | 63 | 2.5% | $1.20万 | 加仓 |
| EMR | EMERSON ELEC CO | $49.79万 | 0.46% | 3,478 | 47 | 1.4% | $6,728 | 加仓 |
| MSCI | MSCI INC | $52.64万 | 0.49% | 940 | 0 | 0.0% | — | 不变 |
| CEFS | EXCHANGE LISTED FDS TR | $54.07万 | 0.50% | 21,090 | 9 | 0.0% | $231 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $54.26万 | 0.50% | 1,645 | 346 | 26.6% | $11.41万 | 加仓 |
| WSO | WATSCO INC | $54.67万 | 0.50% | 1,312 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $57.47万 | 0.53% | 4,256 | -700 | -14.1% | -$9.45万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $57.93万 | 0.53% | 2,733 | -50 | -1.8% | -$1.06万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $57.95万 | 0.53% | 6,228 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $57.96万 | 0.53% | 1,156 | 12 | 1.0% | $6,017 | 加仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $58.15万 | 0.54% | 4,068 | 4 | 0.1% | $572 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $58.57万 | 0.54% | 626 | 3 | 0.5% | $2,807 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $59.98万 | 0.55% | 15,764 | -6,254 | -28.4% | -$23.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $60.03万 | 0.55% | 3,000 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $60.48万 | 0.56% | 15,324 | -1,195 | -7.2% | -$4.72万 | 减仓 |
| PALC | PACER FDS TR | $61.63万 | 0.57% | 10,314 | 1 | 0.0% | $60 | 加仓 |
| T | AT&T INC | $61.91万 | 0.57% | 29,906 | 692 | 2.4% | $1.43万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $62.65万 | 0.58% | 31,940 | 2,500 | 8.5% | $4.90万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $62.70万 | 0.58% | 8,689 | 110 | 1.3% | $7,938 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $65.09万 | 0.60% | 31,960 | 2,500 | 8.5% | $5.09万 | 加仓 |
| VMC | VULCAN MATLS CO | $65.60万 | 0.60% | 2,224 | -21 | -0.9% | -$6,194 | 减仓 |
| VB | VANGUARD INDEX FDS | $65.63万 | 0.60% | 2,165 | 32 | 1.5% | $9,700 | 加仓 |
| VO | VANGUARD INDEX FDS | $67.07万 | 0.62% | 8,324 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $67.16万 | 0.62% | 1,778 | 223 | 14.3% | $8.42万 | 加仓 |
| CALF | PACER FDS TR | $67.34万 | 0.62% | 13,305 | 1 | 0.0% | $51 | 加仓 |
| EQNR | EQUINOR ASA | $67.81万 | 0.63% | 21,595 | -517 | -2.3% | -$1.62万 | 减仓 |