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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $33.69万 | 0.31% | 1,546 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $33.30万 | 0.31% | 4,634 | 148 | 3.3% | $1.06万 | 加仓 |
| IVV | ISHARES TR | $31.75万 | 0.29% | 424 | 48 | 12.8% | $3.59万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $31.59万 | 0.29% | 10,693 | 5 | 0.0% | $148 | 加仓 |
| IWB | ISHARES TR | $30.84万 | 0.28% | 753 | -120 | -13.7% | -$4.91万 | 减仓 |
| ISCV | ISHARES TR | $30.79万 | 0.28% | 3,931 | -116 | -2.9% | -$9,085 | 减仓 |
| MUB | ISHARES TR | $30.67万 | 0.28% | 2,850 | 0 | 0.0% | — | 不变 |
| ASUR | ASURE SOFTWARE INC | $30.61万 | 0.28% | 38,550 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $30.47万 | 0.28% | 1,014 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $29.47万 | 0.27% | 419 | -8 | -1.9% | -$5,627 | 减仓 |
| DGII | DIGI INTL INC | $28.52万 | 0.26% | 3,805 | -385 | -9.2% | -$2.89万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $28.41万 | 0.26% | 4,931 | -89 | -1.8% | -$5,128 | 减仓 |
| IWS | ISHARES TR | $27.41万 | 0.25% | 1,665 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $27.12万 | 0.25% | 1,716 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $26.63万 | 0.25% | 1,565 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $26.62万 | 0.25% | 2,500 | 2,500 | — | $26.62万 | 新建仓 |
| IUSG | ISHARES TR | $26.33万 | 0.24% | 1,400 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $25.92万 | 0.24% | 11,323 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $25.84万 | 0.24% | 3,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.49万 | 0.23% | 2,663 | 1 | 0.0% | $96 | 加仓 |
| TDC | TERADATA CORP DEL | $25.45万 | 0.23% | 7,346 | -330 | -4.3% | -$1.14万 | 重新持有 |
| DVY | ISHARES TR | $25.43万 | 0.23% | 1,627 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $25.07万 | 0.23% | 2,599 | 21 | 0.8% | $2,025 | 加仓 |
| META | META PLATFORMS INC | $24.40万 | 0.22% | 433 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $24.28万 | 0.22% | 2,902 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $24.20万 | 0.22% | 4,365 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $23.55万 | 0.22% | 745 | 745 | — | $23.55万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $23.40万 | 0.22% | 790 | 36 | 4.8% | $1.07万 | 加仓 |
| — | WISDOMTREE TR | $23.00万 | 0.21% | 5,953 | 5,953 | — | $23.00万 | 新建仓 |
| EEM | ISHARES TR | $22.96万 | 0.21% | 3,356 | 3,356 | — | $22.96万 | 新建仓 |
| 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 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $22.59万 | 0.21% | 13,570 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看跌期权 | $21.44万 | 0.20% | 600 | 600 | — | $21.44万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $21.25万 | 0.20% | 2,044 | 2,044 | — | $21.25万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $21.24万 | 0.20% | 401 | -29 | -6.7% | -$1.54万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $21.23万 | 0.20% | 6,640 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $20.75万 | 0.19% | 9,000 | 9,000 | — | $20.75万 | 新建仓 |
| IYH | ISHARES TR | $20.54万 | 0.19% | 3,065 | 3,065 | — | $20.54万 | 新建仓 |
| TRGP | TARGA RES CORP | $20.24万 | 0.19% | 755 | 755 | — | $20.24万 | 新建仓 |
| III | INFORMATION SVCS GROUP INC | $12.04万 | 0.11% | 29,300 | 184 | 0.6% | $756 | 加仓 |
| — | VILLAGE FARMS INTL INC | $3.60万 | 0.03% | 18,020 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $2.57万 | 0.02% | 10,345 | 0 | 0.0% | — | 不变 |
| — | AKEBIA THREAPEUTICS INC | $1.60万 | 0.01% | 14,000 | -4,000 | -22.2% | -$4,560 | 减仓 |
| — | 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 |