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 |
|---|---|---|---|---|---|---|---|---|
| GPC | GENUINE PARTS CO | $596.96万 | 6.10% | 56,450 | 598 | 1.1% | $6.32万 | 加仓 |
| IGSB | ISHARES TR | $241.32万 | 2.46% | 45,914 | 113 | 0.2% | $5,939 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $239.18万 | 2.44% | 48,952 | 155 | 0.3% | $7,573 | 加仓 |
| NEAR | ISHARES U S ETF TR | $210.42万 | 2.15% | 41,392 | 31 | 0.1% | $1,576 | 加仓 |
| GVI | ISHARES TR | $204.88万 | 2.09% | 19,205 | 57 | 0.3% | $6,081 | 加仓 |
| MINT | PIMCO ETF TR | $201.94万 | 2.06% | 20,079 | 25 | 0.1% | $2,514 | 加仓 |
| NVDA | NVIDIA CORPORATION | $201.10万 | 2.05% | 11,531 | 22 | 0.2% | $3,837 | 加仓 |
| AAPL | APPLE INC | $180.36万 | 1.84% | 7,106 | -27 | -0.4% | -$6,853 | 减仓 |
| AMZN | AMAZON COM INC | $174.61万 | 1.78% | 8,384 | 180 | 2.2% | $3.75万 | 加仓 |
| SHEL | SHELL PLC | $172.53万 | 1.76% | 18,552 | -251 | -1.3% | -$2.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $171.85万 | 1.76% | 4,643 | 136 | 3.0% | $5.03万 | 加仓 |
| COWZ | PACER FDS TR | $170.57万 | 1.74% | 27,266 | 36 | 0.1% | $2,252 | 加仓 |
| GOOGL | ALPHABET INC | $161.86万 | 1.65% | 5,629 | -60 | -1.1% | -$1.73万 | 减仓 |
| URI | UNITED RENTALS INC | $157.81万 | 1.61% | 2,166 | 23 | 1.1% | $1.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $156.21万 | 1.60% | 5,310 | -282 | -5.0% | -$8.30万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $139.91万 | 1.43% | 7,163 | -795 | -10.0% | -$15.53万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $137.78万 | 1.41% | 21,319 | -295 | -1.4% | -$1.91万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $126.82万 | 1.30% | 28,039 | 3,323 | 13.4% | $15.03万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $126.68万 | 1.29% | 5,182 | -165 | -3.1% | -$4.03万 | 减仓 |
| QCOM | QUALCOMM INC | $125.51万 | 1.28% | 9,746 | 199 | 2.1% | $2.56万 | 加仓 |
| NXT | NEXTPOWER INC | $123.12万 | 1.26% | 10,213 | -1,552 | -13.2% | -$18.71万 | 减仓 |
| MRK | MERCK & CO INC | $121.97万 | 1.25% | 10,140 | -184 | -1.8% | -$2.21万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $116.85万 | 1.19% | 62,620 | 1,481 | 2.4% | $2.76万 | 加仓 |
| CVX | CHEVRON CORPORATION | $110.61万 | 1.13% | 5,346 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $101.03万 | 1.03% | 13,021 | -540 | -4.0% | -$4.19万 | 减仓 |
| PWR | QUANTA SVCS INC | $97.77万 | 1.00% | 1,781 | -41 | -2.3% | -$2.25万 | 减仓 |
| IYW | ISHARES TR | $96.97万 | 0.99% | 5,345 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $96.77万 | 0.99% | 6,036 | 151 | 2.6% | $2.42万 | 加仓 |
| V | VISA INC | $95.91万 | 0.98% | 3,173 | 83 | 2.7% | $2.51万 | 加仓 |
| EQNR | EQUINOR ASA | $93.31万 | 0.95% | 22,112 | -71 | -0.3% | -$2,996 | 减仓 |
| CRM | SALESFORCE INC | $92.26万 | 0.94% | 4,943 | 831 | 20.2% | $15.51万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $92.13万 | 0.94% | 8,772 | 0 | 0.0% | — | 不变 |
| ICOW | PACER FDS TR | $90.46万 | 0.92% | 21,314 | 39 | 0.2% | $1,655 | 加仓 |
| ALB | ALBEMARLE CORP | $88.97万 | 0.91% | 4,956 | -377 | -7.1% | -$6.77万 | 减仓 |
| — | EXXON MOBIL CORP | $88.85万 | 0.91% | 5,237 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $88.65万 | 0.91% | 6,716 | -26 | -0.4% | -$3,432 | 减仓 |
| — | APTIV PLC | $85.91万 | 0.88% | 12,372 | 12,372 | — | $85.91万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $85.02万 | 0.87% | 2,488 | -297 | -10.7% | -$10.15万 | 减仓 |
| T | AT&T INC | $84.69万 | 0.86% | 29,214 | -572 | -1.9% | -$1.66万 | 减仓 |
| PTC | PTC INC | $82.02万 | 0.84% | 5,756 | 1,608 | 38.8% | $22.91万 | 加仓 |
| FDX | FEDEX CORP | $80.19万 | 0.82% | 2,251 | -392 | -14.8% | -$13.96万 | 减仓 |
| ABNB | AIRBNB INC | $79.25万 | 0.81% | 6,276 | 42 | 0.7% | $5,304 | 加仓 |
| ANET | ARISTA NETWORKS INC | $76.19万 | 0.78% | 6,205 | -78 | -1.2% | -$9,577 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $75.51万 | 0.77% | 4,139 | -10 | -0.2% | -$1,824 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $75.00万 | 0.77% | 9,724 | 2,123 | 27.9% | $16.37万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $73.61万 | 0.75% | 2,434 | -98 | -3.9% | -$2.96万 | 减仓 |
| HD | HOME DEPOT INC | $72.82万 | 0.74% | 2,214 | 11 | 0.5% | $3,618 | 加仓 |
| IEMG | ISHARES INC | $70.45万 | 0.72% | 10,100 | 549 | 5.7% | $3.83万 | 加仓 |
| C | CITIGROUP INC | $70.36万 | 0.72% | 6,204 | -74 | -1.2% | -$8,392 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $69.44万 | 0.71% | 7,389 | 337 | 4.8% | $3.17万 | 加仓 |
| ZG | ZILLOW GROUP INC | $68.81万 | 0.70% | 16,625 | 3,027 | 22.3% | $12.53万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $67.62万 | 0.69% | 22,018 | -2,358 | -9.7% | -$7.24万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $65.63万 | 0.67% | 16,519 | 674 | 4.3% | $2.68万 | 加仓 |
| CME | CME GROUP INC | $62.88万 | 0.64% | 2,129 | -56 | -2.6% | -$1.65万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $62.09万 | 0.63% | 623 | -11 | -1.7% | -$1.10万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $61.71万 | 0.63% | 8,579 | 1,768 | 26.0% | $12.72万 | 加仓 |
| VMC | VULCAN MATLS CO | $61.14万 | 0.62% | 2,245 | -6 | -0.3% | -$1,634 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $60.41万 | 0.62% | 929 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $60.17万 | 0.61% | 29,460 | 1,350 | 4.8% | $2.76万 | 加仓 |
| VO | VANGUARD INDEX FDS | $59.76万 | 0.61% | 2,081 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $59.70万 | 0.61% | 13,304 | 583 | 4.6% | $2.62万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $57.78万 | 0.59% | 29,440 | 1,400 | 5.0% | $2.75万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $56.24万 | 0.57% | 1,144 | 75 | 7.0% | $3.69万 | 加仓 |
| VB | VANGUARD INDEX FDS | $55.87万 | 0.57% | 2,133 | 200 | 10.3% | $5.24万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $54.54万 | 0.56% | 2,783 | -269 | -8.8% | -$5.27万 | 减仓 |
| ADBE | ADOBE INC | $53.67万 | 0.55% | 2,208 | 19 | 0.9% | $4,619 | 加仓 |
| PALC | PACER FDS TR | $53.43万 | 0.55% | 10,313 | 1 | 0.0% | $52 | 加仓 |
| NFLX | NETFLIX INC. | $53.41万 | 0.55% | 5,555 | 145 | 2.7% | $1.39万 | 加仓 |
| ZTS | ZOETIS INC | $53.03万 | 0.54% | 4,486 | 1,226 | 37.6% | $14.49万 | 加仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $52.82万 | 0.54% | 4,064 | 376 | 10.2% | $4.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $52.32万 | 0.53% | 3,000 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $50.97万 | 0.52% | 10,460 | -191 | -1.8% | -$9,307 | 减仓 |
| MSCI | MSCI INC | $50.64万 | 0.52% | 940 | -179 | -16.0% | -$9.64万 | 减仓 |
| RTX | RTX CORPORATION | $49.17万 | 0.50% | 2,549 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $48.20万 | 0.49% | 4,030 | -197 | -4.7% | -$2.36万 | 减仓 |
| AVGO | BROADCOM INC | $48.13万 | 0.49% | 1,555 | -12 | -0.8% | -$3,714 | 减仓 |
| WSO | WATSCO INC | $47.73万 | 0.49% | 1,312 | 1,312 | — | $47.73万 | 新建仓 |
| CEFS | EXCHANGE LISTED FDS TR | $47.54万 | 0.49% | 21,081 | 509 | 2.5% | $1.15万 | 加仓 |
| GLD | SPDR GOLD TR | $47.25万 | 0.48% | 1,098 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $46.97万 | 0.48% | 1,464 | 103 | 7.6% | $3.30万 | 加仓 |
| VPU | VANGUARD WORLD FD | $46.33万 | 0.47% | 2,338 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $45.35万 | 0.46% | 3,854 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $44.95万 | 0.46% | 3,431 | -32 | -0.9% | -$4,192 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $44.39万 | 0.45% | 1,299 | 272 | 26.5% | $9.29万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $43.61万 | 0.45% | 6,228 | 400 | 6.9% | $2.80万 | 加仓 |
| ECOW | PACER FDS TR | $43.45万 | 0.44% | 16,290 | 798 | 5.2% | $2.13万 | 加仓 |
| EFG | ISHARES TR | $42.08万 | 0.43% | 3,778 | -90 | -2.3% | -$1.00万 | 减仓 |
| FLOT | ISHARES TR | $42.03万 | 0.43% | 8,250 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $41.87万 | 0.43% | 3,823 | -95 | -2.4% | -$1.04万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $41.39万 | 0.42% | 1,225 | -100 | -7.5% | -$3.38万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $39.72万 | 0.41% | 6,150 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $36.67万 | 0.37% | 4,822 | -1,000 | -17.2% | -$7.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.32万 | 0.37% | 758 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $35.18万 | 0.36% | 14,671 | -968 | -6.2% | -$2.32万 | 减仓 |
| ABBV | ABBVIE INC | $34.23万 | 0.35% | 1,574 | -60 | -3.7% | -$1.30万 | 减仓 |
| IMCG | ISHARES TR | $33.75万 | 0.34% | 4,285 | 135 | 3.3% | $1.06万 | 加仓 |
| ASUR | ASURE SOFTWARE INC | $33.15万 | 0.34% | 38,550 | 1,625 | 4.4% | $1.40万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $31.49万 | 0.32% | 1,588 | 3 | 0.2% | $595 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.33万 | 0.32% | 1,632 | 86 | 5.6% | $1.65万 | 加仓 |
| IWB | ISHARES TR | $31.13万 | 0.32% | 873 | -160 | -15.5% | -$5.70万 | 减仓 |