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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 13
增持 59
减持 71
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
IBTO
ISHARES IBONDS DEC 2033 TERM TREASURY ETF
+$17.6M
707,256
建仓
AVSC
AVANTIS U.S SMALL CAP EQUITY ETF
+$8.8M
171,477
清仓
—
ISHARES IBONDS DEC 2023 TERM TREASURY ETF
-$8.0M
0
-100%
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
IWR
ISHARES RUSSELL MIDCAP ETF
+$7.5M
925,900
-1%
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$7.4M
339,633
+0%
减持
ERIE
ERIE INDTY CO CL A
+$5.6M
146,552
-1%
减持
GLD
SPDR GOLD SHARES
-$4.8M
88,229
-30%
减持
AAPL
APPLE INC COM
+$4.8M
241,223
-1%
减持
AVGO
BROADCOM INC COM
+$4.7M
16,682
-1%
减持
MSFT
MICROSOFT CORP COM
+$4.5M
88,314
-3%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$4.0M
16,125
-68%
增持
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
+$3.2M
665,920
+21%
增持
DHI
D R HORTON INC COM
+$3.2M
46,812
+27%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.1M
113,292
+17%
减持
JPM
JPMORGAN CHASE & CO COM
+$2.9M
118,864
-0%
增持
BSCU
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
+$2.9M
819,333
+19%
减持
KLAC
KLA CORP COM NEW
+$2.6M
24,558
-3%
减持
QCOM
QUALCOMM INC COM
+$2.3M
74,096
-2%
增持
BSCV
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
+$2.3M
566,062
+23%
增持
WFC
WELLS FARGO CO NEW COM
+$2.2M
89,513
+67%
减持
AUB
ATLANTIC UN BANKSHARES CORP COM
+$2.2M
287,315
-1%
增持
BSCT
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
+$1.9M
493,329
+19%
减持
CVX
CHEVRON CORP NEW COM
-$1.9M
65,592
-5%
增持
META
META PLATFORMS INC CL A
+$1.8M
16,736
+22%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.7M
730,077
+2%
增持
BKNG
BOOKING HOLDINGS INC COM
+$1.7M
1,835
+19%
增持
BAC
BANK AMERICA CORP COM
+$1.7M
208,958
+7%
减持
GM
GENERAL MTRS CO COM
-$1.6M
30,756
-62%
增持
NVDA
NVIDIA CORPORATION COM
+$1.5M
14,994
+10%
减持
—
EXXON MOBIL CORP COM
-$1.4M
77,719
-1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.4M
6,213
+74%
建仓
VRSK
VERISK ANALYTICS INC COM
+$1.4M
5,693
增持
ADBE
ADOBE INC COM
+$1.3M
12,456
+4%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.3M
12,124
+24%
减持
AMZN
AMAZON COM INC COM
+$1.2M
69,195
-5%
清仓
ROST
ROSS STORES INC COM
-$1.2M
0
-100%
减持
NFLX
NETFLIX INC COM
-$1.2M
418
-88%
增持
CBRE
CBRE GROUP INC CL A
+$1.1M
33,327
+23%
减持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
-$1.1M
275,655
-14%
增持
LEN
LENNAR CORP CL A
+$1.1M
18,002
+26%
建仓
DFUS
DIMENSIONAL U.S. EQUITY ETF
+$1.0M
20,073
增持
NUE
NUCOR CORP COM
+$1.0M
23,898
+20%
减持
—
PIONEER NAT RES CO COM
-$1.0M
11,372
-27%
减持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
-$950.1K
346,089
-13%
减持
PANW
PALO ALTO NETWORKS INC COM
+$928.8K
16,904
-2%
减持
AXP
AMERICAN EXPRESS CO COM
+$910.6K
33,188
-7%
减持
GPC
GENUINE PARTS CO COM
-$891.9K
18,999
-22%
增持
CSX
CSX CORP COM
+$838.7K
114,401
+12%
增持
BSMW
INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF
+$835.1K
80,264
+53%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$800.9K
22,183
+2%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$791.2K
24,296
-11%
减持
BDX
BECTON DICKINSON & CO COM
-$790.4K
14,722
-13%
增持
BSMR
INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF
+$776.7K
104,005
+39%
减持
APD
AIR PRODS & CHEMS INC COM
-$752.2K
11,078
-17%
减持
CSCO
CISCO SYS INC COM
-$742.8K
212,464
-0%
减持
HSY
HERSHEY CO COM
-$735.9K
5,912
-36%
增持
MRK
MERCK & CO INC COM
+$734.8K
100,599
+1%
增持
—
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF
+$730.4K
103,840
+37%
增持
GILD
GILEAD SCIENCES INC COM
+$713.0K
86,274
+3%
减持
LOW
LOWES COS INC COM
+$671.1K
54,736
-1%
清仓
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
-$669.4K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$650.5K
5,125
+24%
增持
DE
DEERE & CO COM
+$632.8K
6,022
+28%
减持
V
VISA INC COM CL A
+$630.3K
21,501
-0%
减持
HD
HOME DEPOT INC COM
+$611.3K
20,298
-5%
减持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
-$606.3K
365,568
-10%
减持
HAL
HALLIBURTON CO COM
-$598.8K
30,253
-28%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$594.7K
7,861
+19%
减持
PH
PARKER-HANNIFIN CORP COM
+$593.0K
14,827
-7%
减持
INTC
INTEL CORP COM
+$589.0K
58,708
-12%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$583.5K
21,225
-16%
增持
DOW
DOW INC COM
+$566.1K
81,594
+8%
增持
PFE
PFIZER INC COM
-$546.7K
146,041
+2%
减持
COST
COSTCO WHSL CORP NEW COM
+$544.7K
6,112
-1%
增持
—
DISCOVER FINL SVCS COM
+$540.2K
15,012
+13%
增持
ADSK
AUTODESK INC COM
+$521.3K
7,934
+16%
增持
FTNT
FORTINET INC COM
+$484.1K
38,142
+28%
增持
MO
ALTRIA GROUP INC COM
+$474.8K
60,057
+30%
减持
CMCSA
COMCAST CORP NEW CL A
-$474.6K
36,436
-22%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$471.7K
31,574
+42%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$469.1K
35,150
-10%
增持
AZO
AUTOZONE INC COM
+$465.1K
730
+30%
增持
AFL
AFLAC INC COM
+$460.1K
28,564
+16%
增持
MSCI
MSCI INC COM
+$456.4K
4,416
+11%
增持
TJX
TJX COS INC NEW COM
+$445.2K
32,703
+11%
减持
MCD
MCDONALDS CORP COM
+$443.6K
29,058
-6%
增持
AMP
AMERIPRISE FINL INC COM
+$435.1K
6,402
+6%
增持
BSMU
INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF
+$431.5K
66,540
+31%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$425.3K
26,926
+9%
增持
BSMT
INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF
+$416.9K
62,608
+31%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$397.5K
2,279
+17%
增持
BSMQ
INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF
+$381.6K
62,114
+31%
增持
CSGP
COSTAR GROUP INC COM
+$379.9K
17,606
+17%
减持
CP
CANADIAN PACIFIC KANSAS CITY COM
-$377.3K
26,928
-20%
建仓
BNDC
FLEXSHARES CORE SELECT BOND FUND
+$366.9K
16,400
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$365.6K
11,862
-10%
减持
PEP
PEPSICO INC COM
-$365.1K
74,160
-3%
增持
ODFL
OLD DOMINION FREIGHT LINE INC COM
+$364.2K
5,237
+22%
减持
CCI
CROWN CASTLE INC COM
-$354.4K
13,595
-35%
增持
BSMO
INVESCO BULLETSHARES 2024 MUNICIPAL BOND ETF
+$352.8K
60,685
+29%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$349.3K
1,434
+30%
增持
TFC
TRUIST FINL CORP COM
+$347.8K
41,524
+0%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$346.6K
110,973
-6%
清仓
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$345.8K
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$334.6K
25,947
+16%
减持
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
-$326.0K
360,653
-8%
增持
WDAY
WORKDAY INC CL A
+$318.5K
4,024
+9%
建仓
—
AMERICAN NATL BANKSHARES INC COM
+$317.9K
6,521
减持
JNJ
JOHNSON & JOHNSON COM
-$301.5K
68,763
-3%
减持
NSC
NORFOLK SOUTHN CORP COM
+$289.3K
8,941
-3%
建仓
QLC
FLEXSHARES US QUALITY LARGE CAP INDEX FUND
+$281.5K
5,315
减持
IVV
ISHARES CORE S&P 500 ETF
+$277.8K
5,888
-0%
清仓
ECL
ECOLAB INC COM
-$276.6K
0
-100%
减持
PYPL
PAYPAL HLDGS INC COM
-$275.8K
4,767
-51%
减持
—
EATON CORP PLC SHS
+$272.2K
27,472
-8%
增持
AMAT
APPLIED MATLS INC COM
+$266.5K
6,659
+13%
减持
NKE
NIKE INC CL B
+$266.3K
36,663
-6%
减持
DLR
DIGITAL RLTY TR INC COM
-$265.9K
12,200
-23%
增持
C
CITIGROUP INC COM NEW
+$262.4K
18,772
+10%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$259.7K
0
-100%
增持
CPRT
COPART INC COM
+$259.5K
23,033
+14%
减持
WMT
WALMART INC COM
-$250.2K
13,431
-9%
减持
CRM
SALESFORCE INC COM
+$246.0K
9,286
-14%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$245.5K
7,974
-37%
减持
DIS
DISNEY WALT CO COM
-$245.2K
22,999
-20%
建仓
SHW
SHERWIN WILLIAMS CO COM
+$243.0K
779
减持
PSX
PHILLIPS 66 COM
+$236.9K
47,112
-6%
减持
NVS
NOVARTIS AG SPONSORED ADR
-$234.3K
19,366
-10%
增持
VRSN
VERISIGN INC COM
+$232.5K
6,798
+18%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$230.3K
18,901
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$229.4K
4,579
-13%
增持
MPC
MARATHON PETE CORP COM
+$226.2K
18,214
+11%
增持
MTD
METTLER TOLEDO INTERNATIONAL COM
+$222.8K
1,247
+7%
建仓
VLTO
VERALTO CORP COM SHS
+$218.6K
2,658
建仓
OEF
ISHARES S&P 100 ETF
+$209.3K
937
减持
DEO
DIAGEO PLC SPON ADR NEW
-$209.2K
3,226
-29%
减持
GDX
VANECK GOLD MINERS ETF
+$208.6K
64,182
-3%
减持
ORCL
ORACLE CORP COM
-$206.3K
53,621
-3%
建仓
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$206.2K
1,808
建仓
VV
VANGUARD LARGE-CAP ETF
+$205.5K
942
减持
NEE
NEXTERA ENERGY INC COM
-$205.4K
61,526
-11%
减持
ABT
ABBOTT LABS COM
+$204.3K
70,796
-10%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$200.8K
3,969
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$200.6K
0
-100%
减持
TRN
TRINITY INDS INC COM
-$200.3K
19,276
-34%
减持
HPQ
HP INC COM
+$191.5K
45,973
-1%
减持
—
MEDTRONIC PLC SHS
-$189.8K
5,686
-32%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$184.0K
18,041
-10%
减持
TRV
TRAVELERS COMPANIES INC COM
+$182.2K
6,885
-0%
减持
MDLZ
MONDELEZ INTL INC CL A
-$180.9K
73,553
-7%