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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $68.29万 | 0.63% | 7,401 | 12 | 0.2% | $1,107 | 加仓 |
| PTC | PTC INC | $68.33万 | 0.63% | 6,014 | 258 | 4.5% | $2.93万 | 加仓 |
| COP | CONOCOPHILLIPS | $69.09万 | 0.64% | 6,646 | -70 | -1.0% | -$7,277 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $69.37万 | 0.64% | 929 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $69.98万 | 0.65% | 2,235 | -16 | -0.7% | -$5,010 | 减仓 |
| CRM | SALESFORCE INC | $70.89万 | 0.65% | 4,525 | -418 | -8.5% | -$6.55万 | 减仓 |
| — | EXXON MOBIL CORP | $71.60万 | 0.66% | 5,237 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $76.57万 | 0.71% | 12,475 | 91 | 0.7% | $5,586 | 重新持有 |
| HD | HOME DEPOT INC | $79.04万 | 0.73% | 2,241 | 27 | 1.2% | $9,523 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $81.21万 | 0.75% | 2,401 | -33 | -1.4% | -$1.12万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $82.44万 | 0.76% | 2,228 | 764 | 52.2% | $28.27万 | 加仓 |
| IEMG | ISHARES INC | $83.68万 | 0.77% | 10,102 | 2 | 0.0% | $166 | 加仓 |
| C | CITIGROUP INC | $85.89万 | 0.79% | 6,137 | -67 | -1.1% | -$9,377 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $86.59万 | 0.80% | 10,238 | 514 | 5.3% | $4.35万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $87.29万 | 0.80% | 4,351 | 212 | 5.1% | $4.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $88.62万 | 0.82% | 5,346 | 0 | 0.0% | — | 不变 |
| ICOW | PACER FDS TR | $88.76万 | 0.82% | 21,321 | 7 | 0.0% | $291 | 加仓 |
| ABNB | AIRBNB INC | $89.70万 | 0.83% | 6,268 | -8 | -0.1% | -$1,145 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $93.93万 | 0.87% | 21,753 | -6,286 | -22.4% | -$27.14万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $103.56万 | 0.95% | 8,772 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $104.90万 | 0.97% | 6,175 | -30 | -0.5% | -$5,096 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $105.62万 | 0.97% | 915 | -310 | -25.3% | -$35.78万 | 减仓 |
| NXT | NEXTPOWER INC | $107.23万 | 0.99% | 9,000 | -1,213 | -11.9% | -$14.45万 | 减仓 |
| V | VISA INC | $108.92万 | 1.00% | 3,175 | 2 | 0.1% | $686 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $121.35万 | 1.12% | 65,332 | 2,712 | 4.3% | $5.04万 | 加仓 |
| IYW | ISHARES TR | $122.46万 | 1.13% | 4,855 | -490 | -9.2% | -$12.36万 | 减仓 |
| PWR | QUANTA SVCS INC | $125.05万 | 1.15% | 1,737 | -44 | -2.5% | -$3.17万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $131.68万 | 1.21% | 5,185 | 3 | 0.1% | $762 | 加仓 |
| MRK | MERCK & CO INC | $134.23万 | 1.24% | 10,446 | 306 | 3.0% | $3.93万 | 加仓 |
| CSCO | CISCO SYS INC | $140.10万 | 1.29% | 11,927 | -1,094 | -8.4% | -$12.85万 | 减仓 |
| SHEL | SHELL PLC | $140.90万 | 1.30% | 18,171 | -381 | -2.1% | -$2.95万 | 减仓 |
| COWZ | PACER FDS TR | $169.62万 | 1.56% | 27,271 | 5 | 0.0% | $311 | 加仓 |
| QCOM | QUALCOMM INC | $169.79万 | 1.57% | 9,188 | -558 | -5.7% | -$10.31万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $169.99万 | 1.57% | 21,719 | 400 | 1.9% | $3.13万 | 加仓 |
| AMAT | APPLIED MATLS INC | $173.71万 | 1.60% | 2,403 | -85 | -3.4% | -$6.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $175.97万 | 1.62% | 5,376 | 66 | 1.2% | $2.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $180.46万 | 1.66% | 4,838 | 195 | 4.2% | $7.27万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $193.19万 | 1.78% | 5,665 | -371 | -6.1% | -$12.65万 | 减仓 |
| GOOGL | ALPHABET INC | $193.62万 | 1.78% | 5,418 | -211 | -3.7% | -$7.54万 | 减仓 |
| AAPL | APPLE INC | $196.23万 | 1.81% | 6,782 | -324 | -4.6% | -$9.37万 | 减仓 |
| AMZN | AMAZON COM INC | $197.25万 | 1.82% | 8,276 | -108 | -1.3% | -$2.57万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $200.46万 | 1.85% | 6,846 | -317 | -4.4% | -$9.28万 | 减仓 |
| MINT | PIMCO ETF TR | $202.58万 | 1.87% | 20,095 | 16 | 0.1% | $1,613 | 加仓 |
| GVI | ISHARES TR | $204.60万 | 1.89% | 19,285 | 80 | 0.4% | $8,487 | 加仓 |
| NEAR | ISHARES U S ETF TR | $209.81万 | 1.93% | 41,415 | 23 | 0.1% | $1,165 | 加仓 |
| URI | UNITED RENTALS INC | $230.01万 | 2.12% | 2,030 | -136 | -6.3% | -$15.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $232.31万 | 2.14% | 11,610 | 79 | 0.7% | $1.58万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $239.38万 | 2.21% | 48,989 | 37 | 0.1% | $1,808 | 加仓 |
| IGSB | ISHARES TR | $241.30万 | 2.22% | 46,042 | 128 | 0.3% | $6,708 | 加仓 |
| GPC | GENUINE PARTS CO | $666.19万 | 6.14% | 56,466 | 16 | 0.0% | $1,888 | 加仓 |