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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $80.19万 | 0.82% | 2,251 | -392 | -14.8% | -$13.96万 | 减仓 |
| PTC | PTC INC | $82.02万 | 0.84% | 5,756 | 1,608 | 38.8% | $22.91万 | 加仓 |
| T | AT&T INC | $84.69万 | 0.86% | 29,214 | -572 | -1.9% | -$1.66万 | 减仓 |
| AMAT | APPLIED MATLS INC | $85.02万 | 0.87% | 2,488 | -297 | -10.7% | -$10.15万 | 减仓 |
| — | APTIV PLC | $85.91万 | 0.88% | 12,372 | 12,372 | — | $85.91万 | 新建仓 |
| COP | CONOCOPHILLIPS | $88.65万 | 0.91% | 6,716 | -26 | -0.4% | -$3,432 | 减仓 |
| — | EXXON MOBIL CORP | $88.85万 | 0.91% | 5,237 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $88.97万 | 0.91% | 4,956 | -377 | -7.1% | -$6.77万 | 减仓 |
| ICOW | PACER FDS TR | $90.46万 | 0.92% | 21,314 | 39 | 0.2% | $1,655 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $92.13万 | 0.94% | 8,772 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $92.26万 | 0.94% | 4,943 | 831 | 20.2% | $15.51万 | 加仓 |
| EQNR | EQUINOR ASA | $93.31万 | 0.95% | 22,112 | -71 | -0.3% | -$2,996 | 减仓 |
| V | VISA INC | $95.91万 | 0.98% | 3,173 | 83 | 2.7% | $2.51万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $96.77万 | 0.99% | 6,036 | 151 | 2.6% | $2.42万 | 加仓 |
| IYW | ISHARES TR | $96.97万 | 0.99% | 5,345 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $97.77万 | 1.00% | 1,781 | -41 | -2.3% | -$2.25万 | 减仓 |
| CSCO | CISCO SYS INC | $101.03万 | 1.03% | 13,021 | -540 | -4.0% | -$4.19万 | 减仓 |
| CVX | CHEVRON CORPORATION | $110.61万 | 1.13% | 5,346 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $116.85万 | 1.19% | 62,620 | 1,481 | 2.4% | $2.76万 | 加仓 |
| MRK | MERCK & CO INC | $121.97万 | 1.25% | 10,140 | -184 | -1.8% | -$2.21万 | 减仓 |
| NXT | NEXTPOWER INC | $123.12万 | 1.26% | 10,213 | -1,552 | -13.2% | -$18.71万 | 减仓 |
| QCOM | QUALCOMM INC | $125.51万 | 1.28% | 9,746 | 199 | 2.1% | $2.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $126.68万 | 1.29% | 5,182 | -165 | -3.1% | -$4.03万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $126.82万 | 1.30% | 28,039 | 3,323 | 13.4% | $15.03万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $137.78万 | 1.41% | 21,319 | -295 | -1.4% | -$1.91万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $139.91万 | 1.43% | 7,163 | -795 | -10.0% | -$15.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $156.21万 | 1.60% | 5,310 | -282 | -5.0% | -$8.30万 | 减仓 |
| URI | UNITED RENTALS INC | $157.81万 | 1.61% | 2,166 | 23 | 1.1% | $1.68万 | 加仓 |
| GOOGL | ALPHABET INC | $161.86万 | 1.65% | 5,629 | -60 | -1.1% | -$1.73万 | 减仓 |
| COWZ | PACER FDS TR | $170.57万 | 1.74% | 27,266 | 36 | 0.1% | $2,252 | 加仓 |
| MSFT | MICROSOFT CORP | $171.85万 | 1.76% | 4,643 | 136 | 3.0% | $5.03万 | 加仓 |
| SHEL | SHELL PLC | $172.53万 | 1.76% | 18,552 | -251 | -1.3% | -$2.33万 | 减仓 |
| AMZN | AMAZON COM INC | $174.61万 | 1.78% | 8,384 | 180 | 2.2% | $3.75万 | 加仓 |
| AAPL | APPLE INC | $180.36万 | 1.84% | 7,106 | -27 | -0.4% | -$6,853 | 减仓 |
| NVDA | NVIDIA CORPORATION | $201.10万 | 2.05% | 11,531 | 22 | 0.2% | $3,837 | 加仓 |
| MINT | PIMCO ETF TR | $201.94万 | 2.06% | 20,079 | 25 | 0.1% | $2,514 | 加仓 |
| GVI | ISHARES TR | $204.88万 | 2.09% | 19,205 | 57 | 0.3% | $6,081 | 加仓 |
| NEAR | ISHARES U S ETF TR | $210.42万 | 2.15% | 41,392 | 31 | 0.1% | $1,576 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $239.18万 | 2.44% | 48,952 | 155 | 0.3% | $7,573 | 加仓 |
| IGSB | ISHARES TR | $241.32万 | 2.46% | 45,914 | 113 | 0.2% | $5,939 | 加仓 |
| GPC | GENUINE PARTS CO | $596.96万 | 6.10% | 56,450 | 598 | 1.1% | $6.32万 | 加仓 |