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United American Securities Inc. (d/b/a UAS Asset Management)
特别关注No.4454 数据截至 2026Q2环比变动 Q1 2026
+$575.3万+1.3%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 伯克希尔哈撒韦BRK.B |
| 32.02% | 31.97% | $1.49亿 | 29.7万股 | $1.47亿 | 30.6万股 | -8,823股-2.89% | 减仓 |
 亚马逊AMZN |
| 17.06% | 15.19% | $7,915.6万 | 33.2万股 | $6,960.4万 | 33.4万股 | -2,088股-0.62% | 减仓 |
 谷歌AGOOGL |
| 13.71% | 11.96% | $6,363.9万 | 17.8万股 | $5,480.1万 | 19.1万股 | -1.2万股-6.56% | 减仓 |
 台积电TSM |
| 12.99% | 6.08% | $6,027.6万 | 12.6万股 | $2,785.8万 | 8.2万股 | +4.4万股+53.11% | 加仓 |
 好市多COST |
| 7.17% | 8.12% | $3,329.1万 | 3.6万股 | $3,720.6万 | 3.7万股 | -1,752股-4.69% | 减仓 |
 英伟达NVDA |
| 4.49% | 2.03% | $2,085.7万 | 10.4万股 | $929.6万 | 5.3万股 | +5.1万股+95.57% | 加仓 |
 苹果AAPL |
| 3.65% | 3.96% | $1,693.1万 | 5.9万股 | $1,815.7万 | 7.2万股 | -1.3万股-18.22% | 减仓 |
 微软MSFT |
| 2.93% | 11.08% | $1,360.3万 | 3.6万股 | $5,080.1万 | 13.7万股 | -10.1万股-73.43% | 减仓 |
 Meta平台META |
| 2.62% | 8.78% | $1,217.2万 | 2.2万股 | $4,022.9万 | 7.0万股 | -4.9万股-69.27% | 减仓 |
| SSpaceXSPCX |
| 1.98% | — | $920.3万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 礼来LLY |
| 1.09% | — | $503.8万 | 4,200股 | $0 | 0股 | +4,200股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.16% | 0.16% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 AIRBNB COM CL AABNB |
| 0.12% | — | $57.2万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
