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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $30.45万 | 0.31% | 5,020 | -122 | -2.4% | -$7,399 | 减仓 |
| VTV | VANGUARD INDEX FDS | $30.33万 | 0.31% | 1,546 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $30.25万 | 0.31% | 2,850 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES TR | $28.13万 | 0.29% | 4,047 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $27.31万 | 0.28% | 2,660 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $27.08万 | 0.28% | 2,294 | -50 | -2.1% | -$5,903 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $27.04万 | 0.28% | 754 | 9 | 1.2% | $3,228 | 加仓 |
| NVO | NOVO-NORDISK A S | $26.40万 | 0.27% | 7,183 | 717 | 11.1% | $2.63万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.34万 | 0.27% | 427 | 2 | 0.5% | $1,234 | 加仓 |
| IBTG | ISHARES TR | $25.95万 | 0.27% | 11,323 | 2,560 | 29.2% | $5.87万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $25.91万 | 0.26% | 700 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.69万 | 0.26% | 2,662 | 1 | 0.0% | $97 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $25.41万 | 0.26% | 1,716 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.15万 | 0.26% | 1,014 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $24.78万 | 0.25% | 433 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $24.67万 | 0.25% | 10,688 | -394 | -3.6% | -$9,093 | 减仓 |
| DVY | ISHARES TR | $24.63万 | 0.25% | 1,627 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $24.56万 | 0.25% | 376 | 376 | — | $24.56万 | 新建仓 |
| IWS | ISHARES TR | $24.27万 | 0.25% | 1,665 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $23.91万 | 0.24% | 2,578 | 350 | 15.7% | $3.25万 | 加仓 |
| KNF | KNIFE RIVER CORP | $23.69万 | 0.24% | 2,902 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $22.70万 | 0.23% | 1,565 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $22.69万 | 0.23% | 13,570 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $22.31万 | 0.23% | 1,778 | 50 | 2.9% | $6,273 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $22.26万 | 0.23% | 6,640 | 6,640 | — | $22.26万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $21.84万 | 0.22% | 500 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $21.72万 | 0.22% | 1,400 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $20.89万 | 0.21% | 4,365 | 1 | 0.0% | $48 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $20.65万 | 0.21% | 430 | -30 | -6.5% | -$1.44万 | 减仓 |
| DGII | DIGI INTL INC | $20.20万 | 0.21% | 4,190 | -1,860 | -30.7% | -$8.97万 | 减仓 |
| III | INFORMATION SVCS GROUP INC | $11.18万 | 0.11% | 29,116 | -2,458 | -7.8% | -$9,439 | 减仓 |
| — | VILLAGE FARMS INTL INC | $5.12万 | 0.05% | 18,020 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $2.65万 | 0.03% | 10,345 | 0 | 0.0% | — | 不变 |
| — | AKEBIA THREAPEUTICS INC | $2.50万 | 0.03% | 18,000 | 0 | 0.0% | — | 不变 |
| 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 |