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Atlantic Union Bankshares Corp 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Atlantic Union Bankshares Corp
报告期 2026-03-31 · CIK 0000883948
持仓数
1,775
前50大市值合计
$3.11B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 3
增持 55
减持 87
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$5.2M
931,317
-2%
增持
AAPL
APPLE INC COM
-$3.4M
243,513
+5%
增持
BKNG
BOOKING HOLDINGS INC COM
+$3.1M
1,548
+151%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MSFT
MICROSOFT CORP COM
-$2.5M
90,911
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.3M
97,109
+11%
减持
MRK
MERCK & CO INC COM
-$2.2M
99,393
-8%
减持
RTX
RTX CORPORATION COM
-$2.2M
51,021
-15%
减持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
-$2.0M
338,508
-1%
减持
NEE
NEXTERA ENERGY INC COM
-$1.7M
68,817
-9%
减持
GLD
SPDR GOLD SHARES
-$1.7M
126,569
-3%
减持
ABT
ABBOTT LABS COM
-$1.6M
78,350
-7%
减持
PEP
PEPSICO INC COM
-$1.6M
76,490
-3%
清仓
HLT
HILTON WORLDWIDE HLDGS INC COM
-$1.6M
0
-100%
减持
MCD
MCDONALDS CORP COM
-$1.5M
31,022
-4%
减持
AXP
AMERICAN EXPRESS CO COM
-$1.4M
35,571
-7%
减持
DLR
DIGITAL RLTY TR INC COM
-$1.4M
15,764
-45%
减持
CCI
CROWN CASTLE INC COM
-$1.3M
20,867
-25%
建仓
VLO
VALERO ENERGY CORP COM
+$1.2M
8,534
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$1.2M
716,822
+0%
减持
JNJ
JOHNSON & JOHNSON COM
-$1.2M
71,136
-4%
减持
GPC
GENUINE PARTS CO COM
-$1.2M
24,403
-12%
减持
KLAC
KLA CORP COM NEW
-$1.1M
25,440
-3%
减持
LOW
LOWES COS INC COM
-$1.1M
55,381
-1%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$1.0M
50,683
-11%
增持
—
EXXON MOBIL CORP COM
+$1.0M
78,266
+2%
增持
FTNT
FORTINET INC COM
+$983.6K
29,794
+195%
减持
PSX
PHILLIPS 66 COM
+$955.2K
50,234
-6%
减持
BDX
BECTON DICKINSON & CO COM
-$938.2K
16,942
-16%
减持
AVGO
BROADCOM INC COM
-$928.4K
16,814
-2%
减持
FRST
PRIMIS FINANCIAL CORP COM
-$924.6K
55,473
-66%
减持
NKE
NIKE INC CL B
-$921.9K
38,843
-8%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$918.8K
25,154
-7%
减持
HON
HONEYWELL INTL INC COM
-$886.1K
29,286
-3%
增持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$875.8K
321,173
+13%
减持
DIS
DISNEY WALT CO COM
-$870.8K
28,646
-20%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$823.8K
118,392
-6%
清仓
IT
GARTNER INC COM
-$823.2K
0
-100%
减持
AUB
ATLANTIC UN BANKSHARES CORP COM
+$815.9K
289,206
-0%
建仓
AMAT
APPLIED MATLS INC COM
+$812.7K
5,870
减持
QCOM
QUALCOMM INC COM
-$794.6K
75,711
-2%
增持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
+$783.6K
399,271
+11%
减持
TGT
TARGET CORP COM
-$781.9K
11,322
-27%
减持
LLY
ELI LILLY & CO COM
+$768.1K
11,319
-0%
减持
CP
CANADIAN PACIFIC KANSAS CITY COM
-$758.8K
33,681
-17%
增持
COP
CONOCOPHILLIPS COM
+$751.7K
22,346
+20%
增持
MPC
MARATHON PETE CORP COM
+$728.8K
16,361
+9%
增持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
+$722.6K
407,860
+11%
减持
APD
AIR PRODS & CHEMS INC COM
-$722.3K
13,357
-11%
减持
DHI
D R HORTON INC COM
-$703.2K
36,770
-4%
减持
EL
LAUDER ESTEE COS INC CL A
-$673.6K
10,844
-5%
增持
BSCU
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
+$649.0K
687,259
+11%
清仓
STT
STATE STR CORP COM
-$630.1K
0
-100%
增持
BSMW
INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF
+$623.9K
52,465
+111%
减持
NSC
NORFOLK SOUTHN CORP COM
-$609.9K
9,263
-14%
减持
AMZN
AMAZON COM INC COM
-$604.7K
72,900
-4%
增持
ORCL
ORACLE CORP COM
-$596.6K
55,321
+2%
增持
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
+$580.8K
391,916
+10%
增持
MA
MASTERCARD INCORPORATED CL A
+$577.3K
9,787
+17%
增持
BSCT
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
+$567.7K
413,024
+11%
增持
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
+$559.2K
552,501
+11%
减持
CSGP
COSTAR GROUP INC COM
-$555.3K
15,070
-22%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$554.1K
22,206
+99%
减持
STLD
STEEL DYNAMICS INC COM
-$529.3K
34,000
-11%
减持
SBUX
STARBUCKS CORP COM
-$492.9K
45,992
-3%
增持
PM
PHILIP MORRIS INTL INC COM
+$492.8K
75,130
+13%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$459.5K
9,937
-22%
增持
ODFL
OLD DOMINION FREIGHT LINE INC COM
+$455.5K
4,298
+22%
增持
—
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF
+$449.5K
75,709
+35%
增持
BSMR
INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF
+$445.9K
74,689
+40%
减持
—
MEDTRONIC PLC SHS
-$445.6K
8,400
-33%
减持
ABBV
ABBVIE INC COM
+$441.5K
34,605
-1%
增持
WFC
WELLS FARGO CO NEW COM
+$435.9K
53,469
+30%
减持
PANW
PALO ALTO NETWORKS INC COM
-$432.0K
17,300
-2%
增持
BSCV
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
+$428.7K
461,293
+11%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$427.7K
12,735
-29%
增持
—
PIONEER NAT RES CO COM
+$427.0K
15,567
+3%
增持
CAT
CATERPILLAR INC COM
+$407.3K
9,663
+7%
增持
DOW
DOW INC COM
+$405.6K
75,805
+15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$402.1K
13,121
-10%
减持
CVX
CHEVRON CORP NEW COM
+$400.7K
69,007
-3%
减持
CRM
SALESFORCE INC COM
-$400.5K
10,837
-12%
增持
ADBE
ADOBE INC COM
+$400.5K
11,976
+3%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$395.5K
5,195
-24%
减持
HD
HOME DEPOT INC COM
-$391.5K
21,257
-3%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$383.7K
20,015
-5%
减持
RVT
ROYCE VALUE TR INC COM
-$377.9K
124,290
-13%
增持
HSY
HERSHEY CO COM
-$376.7K
9,187
+4%
增持
VRSN
VERISIGN INC COM
+$370.6K
5,765
+63%
减持
D
DOMINION ENERGY INC COM
-$366.3K
24,328
-13%
减持
HPQ
HP INC COM
-$363.8K
46,373
-8%
减持
XRNPX
COHEN & STEERS REIT & PFD & IN COM
-$355.0K
77,244
-13%
减持
GDX
VANECK GOLD MINERS ETF
-$355.0K
66,208
-7%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$354.7K
67,328
-4%
减持
IRT
INDEPENDENCE RLTY TR INC COM
-$318.7K
66,125
-4%
增持
TJX
TJX COS INC NEW COM
+$313.4K
29,508
+8%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$306.7K
12,562
-7%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$306.2K
6,600
+25%
增持
AZO
AUTOZONE INC COM
+$302.9K
560
+25%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$302.5K
23,005
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$302.5K
39,156
-3%
减持
UDR
UDR INC COM
-$299.4K
30,641
-5%
增持
GM
GENERAL MTRS CO COM
-$297.2K
81,209
+5%
增持
AFL
AFLAC INC COM
+$296.9K
24,709
+8%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$295.6K
27,442
-8%
减持
PH
PARKER-HANNIFIN CORP COM
-$293.1K
16,014
-4%
增持
META
META PLATFORMS INC CL A
+$285.2K
13,708
+3%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$281.9K
19,345
-9%
减持
CSCO
CISCO SYS INC COM
+$279.4K
213,476
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$271.4K
8,903
-4%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$268.9K
26,983
-9%
减持
—
BLACKROCK INC COM
-$268.4K
2,157
-10%
减持
PG
PROCTER AND GAMBLE CO COM
-$266.6K
29,728
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$265.0K
4,126
+24%
增持
ADSK
AUTODESK INC COM
+$261.6K
6,817
+21%
减持
ECL
ECOLAB INC COM
-$258.6K
1,633
-43%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$248.8K
5,255
-6%
增持
MSCI
MSCI INC COM
+$247.0K
3,979
+4%
减持
DEO
DIAGEO PLC SPON ADR NEW
-$237.9K
4,552
-14%
建仓
FSK
FS KKR CAP CORP COM
+$236.3K
12,000
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$234.5K
1,945
+21%
减持
V
VISA INC COM CL A
-$233.8K
21,597
-1%
增持
ITW
ILLINOIS TOOL WKS INC COM
-$232.9K
21,752
+4%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$232.6K
1,106
+17%
清仓
EMN
EASTMAN CHEM CO COM
-$222.2K
0
-100%
减持
PYPL
PAYPAL HLDGS INC COM
-$217.0K
9,725
-17%
清仓
NEAR
BLACKROCK SHORT MATURITY BOND ETF
-$214.8K
0
-100%
增持
ABNB
AIRBNB INC COM CL A
+$213.2K
13,238
+6%
增持
—
DISCOVER FINL SVCS COM
-$195.7K
13,242
+15%
增持
MTD
METTLER TOLEDO INTERNATIONAL COM
+$182.8K
1,164
+38%
减持
TFX
TELEFLEX INCORPORATED COM
-$179.0K
2,703
-8%
增持
ROST
ROSS STORES INC COM
+$163.3K
10,522
+15%
减持
INTC
INTEL CORP COM
-$162.5K
66,416
-12%
减持
COST
COSTCO WHSL CORP NEW COM
+$159.3K
6,177
-0%
减持
GAIN
GLADSTONE INVT CORP COM
-$155.1K
93,058
-9%
减持
NEM
NEWMONT CORP COM
-$148.2K
6,781
-27%
减持
KMB
KIMBERLY-CLARK CORP COM
-$142.0K
7,200
-2%
增持
EBAY
EBAY INC. COM
+$140.6K
26,306
+15%
增持
BSMO
INVESCO BULLETSHARES 2024 MUNICIPAL BOND ETF
+$138.4K
47,034
+14%
减持
GOOG
ALPHABET INC CAP STK CL C
+$134.1K
17,717
-3%
增持
DE
DEERE & CO COM
+$132.2K
4,704
+16%
减持
IVV
ISHARES CORE S&P 500 ETF
-$129.1K
5,902
-1%
减持
—
INSIGHT SELECT INCOME FD COM
-$127.5K
34,067
-17%
增持
MO
ALTRIA GROUP INC COM
+$120.8K
46,323
+15%
减持
T
AT&T INC COM
-$120.5K
33,247
-14%
增持
AMP
AMERIPRISE FINL INC COM
+$118.8K
6,056
+7%
增持
WDAY
WORKDAY INC CL A
+$116.3K
3,688
+23%
减持
GLW
CORNING INC COM
-$116.2K
18,134
-5%
增持
LEN
LENNAR CORP CL A
+$114.8K
14,341
+20%
减持
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
-$109.5K
31,532
-14%
增持
CPRT
COPART INC COM
+$107.8K
20,169
+142%