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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 66
减持 60
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AVSC
AVANTIS U.S SMALL CAP EQUITY ETF
+$15.0M
453,674
+165%
增持
NVDA
NVIDIA CORPORATION COM
+$8.6M
17,716
+18%
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$8.0M
345,893
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。
+2%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$6.0M
927,193
+0%
减持
AAPL
APPLE INC COM
-$5.7M
237,717
-1%
增持
AVGO
BROADCOM INC COM
+$3.5M
16,698
+0%
增持
IBTO
ISHARES IBONDS DEC 2033 TERM TREASURY ETF
+$3.5M
867,072
+23%
增持
META
META PLATFORMS INC CL A
+$3.1M
18,524
+11%
减持
MSFT
MICROSOFT CORP COM
+$2.8M
85,684
-3%
增持
QCOM
QUALCOMM INC COM
+$2.7M
78,981
+7%
减持
JPM
JPMORGAN CHASE & CO COM
+$2.7M
114,186
-4%
增持
BSCU
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
+$2.6M
988,497
+21%
增持
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
+$2.5M
804,866
+21%
增持
MRK
MERCK & CO INC COM
+$2.4M
101,073
+0%
减持
KLAC
KLA CORP COM NEW
+$2.2M
23,622
-4%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$1.9M
2,314
-86%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$1.9M
264
-88%
增持
BSCT
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
+$1.8M
597,486
+21%
增持
BSCV
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
+$1.8M
686,889
+21%
减持
PFE
PFIZER INC COM
-$1.7M
89,091
-39%
减持
LOW
LOWES COS INC COM
+$1.7M
54,584
-0%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND
+$1.7M
65,503
+107%
减持
LLY
ELI LILLY & CO COM
+$1.7M
10,109
-5%
减持
—
EATON CORP PLC SHS
+$1.7M
26,457
-4%
增持
DE
DEERE & CO COM
+$1.6M
9,750
+62%
增持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$1.6M
340,929
+24%
减持
AMZN
AMAZON COM INC COM
+$1.6M
66,902
-3%
增持
—
EXXON MOBIL CORP COM
+$1.5M
79,879
+3%
减持
GLD
SPDR GOLD SHARES
-$1.5M
74,643
-15%
建仓
EOG
EOG RES INC COM
+$1.5M
11,778
建仓
—
GARMIN LTD SHS
+$1.5M
9,870
增持
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
+$1.5M
439,449
+22%
增持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
+$1.3M
437,082
+20%
增持
WFC
WELLS FARGO CO NEW COM
+$1.3M
98,951
+11%
增持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
+$1.3M
411,512
+19%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$1.2M
113,077
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.2M
12,963
+9%
增持
MPC
MARATHON PETE CORP COM
+$1.2M
19,309
+6%
减持
PH
PARKER-HANNIFIN CORP COM
+$1.2M
14,422
-3%
减持
PSX
PHILLIPS 66 COM
+$1.1M
45,402
-4%
清仓
CPRT
COPART INC COM
-$1.1M
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.1M
13,048
+8%
减持
AXP
AMERICAN EXPRESS CO COM
+$1.0M
31,851
-4%
清仓
F
FORD MTR CO DEL COM
-$1.0M
0
-100%
增持
BAC
BANK AMERICA CORP COM
+$1.0M
212,590
+2%
增持
COP
CONOCOPHILLIPS COM
+$992.7K
31,461
+21%
减持
ORCL
ORACLE CORP COM
+$926.4K
52,382
-2%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$904.2K
18,287
-3%
减持
APD
AIR PRODS & CHEMS INC COM
-$838.9K
9,057
-18%
减持
ABBV
ABBVIE INC COM
+$819.9K
32,729
-1%
增持
VLO
VALERO ENERGY CORP COM
+$793.2K
12,548
+21%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$776.2K
9,372
+19%
增持
NUE
NUCOR CORP COM
+$761.0K
24,862
+4%
增持
BKNG
BOOKING HOLDINGS INC COM
+$753.9K
2,002
+9%
增持
DHI
D R HORTON INC COM
+$744.6K
47,761
+2%
减持
ABNB
AIRBNB INC COM CL A
-$731.0K
7,455
-48%
减持
NKE
NIKE INC CL B
-$694.2K
34,968
-5%
增持
AZO
AUTOZONE INC COM
+$674.8K
813
+11%
减持
AUB
ATLANTIC UN BANKSHARES CORP COM
-$656.3K
278,738
-3%
减持
MCD
MCDONALDS CORP COM
-$650.9K
28,250
-3%
增持
LEN
LENNAR CORP CL A
+$636.2K
19,300
+7%
减持
CCI
CROWN CASTLE INC COM
-$613.5K
9,000
-34%
减持
DIS
DISNEY WALT CO COM
+$606.7K
21,929
-5%
增持
EBAY
EBAY INC. COM
+$594.1K
35,639
+21%
减持
INTC
INTEL CORP COM
-$585.8K
53,526
-9%
减持
TGT
TARGET CORP COM
-$584.3K
3,767
-57%
增持
FTNT
FORTINET INC COM
+$577.8K
41,139
+8%
增持
AMP
AMERIPRISE FINL INC COM
+$576.9K
6,862
+7%
减持
MDLZ
MONDELEZ INTL INC CL A
-$574.2K
67,903
-8%
减持
MSCI
MSCI INC COM
-$548.1K
3,479
-21%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$542.6K
0
-100%
减持
CVX
CHEVRON CORP NEW COM
-$537.3K
58,618
-11%
减持
HD
HOME DEPOT INC COM
+$505.4K
19,655
-3%
减持
CAT
CATERPILLAR INC COM
+$497.6K
8,674
-4%
增持
—
DISCOVER FINL SVCS COM
+$495.7K
16,653
+11%
增持
ADSK
AUTODESK INC COM
+$481.8K
9,268
+17%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$478.3K
29,086
+8%
增持
MTD
METTLER TOLEDO INTERNATIONAL COM
+$472.4K
1,491
+20%
减持
SBUX
STARBUCKS CORP COM
-$471.1K
41,335
-7%
增持
V
VISA INC COM CL A
+$447.9K
21,663
+1%
增持
ODFL
OLD DOMINION FREIGHT LINE INC COM
+$446.3K
11,714
+124%
增持
IVV
ISHARES CORE S&P 500 ETF
+$438.8K
6,184
+5%
减持
HIG
HARTFORD FINL SVCS GROUP INC COM
+$429.9K
19,000
-0%
增持
DOW
DOW INC COM
+$421.0K
84,510
+4%
减持
BDX
BECTON DICKINSON & CO COM
-$416.6K
12,823
-13%
增持
AMAT
APPLIED MATLS INC COM
+$406.0K
7,202
+8%
清仓
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$390.2K
0
-100%
增持
SPY
SPDR S&P 500 ETF TRUST
+$389.8K
6,391
+3%
减持
—
PIONEER NAT RES CO COM
+$382.1K
11,198
-2%
增持
TJX
TJX COS INC NEW COM
+$378.4K
33,980
+4%
增持
CSX
CSX CORP COM
+$376.0K
117,137
+2%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$369.2K
108,505
-2%
清仓
BNDC
FLEXSHARES CORE SELECT BOND FUND
-$366.9K
0
-100%
增持
C
CITIGROUP INC COM NEW
+$356.7K
20,909
+11%
增持
MO
ALTRIA GROUP INC COM
+$346.6K
63,488
+6%
增持
CSGP
COSTAR GROUP INC COM
+$337.7K
19,423
+10%
增持
VRSK
VERISK ANALYTICS INC COM
+$327.8K
7,159
+26%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$324.4K
17,988
+14%
减持
PANW
PALO ALTO NETWORKS INC COM
-$324.4K
16,402
-3%
清仓
—
PHYSICIANS RLTY TR COM
-$317.8K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$315.0K
20,334
-4%
减持
PG
PROCTER AND GAMBLE CO COM
+$309.9K
28,273
-3%
建仓
DOC
HEALTHPEAK PROPERTIES INC COM
+$304.1K
16,216
清仓
PYPL
PAYPAL HLDGS INC COM
-$292.7K
0
-100%
减持
CRM
SALESFORCE INC COM
+$287.6K
9,068
-2%
减持
HON
HONEYWELL INTL INC COM
-$283.9K
24,854
-3%
清仓
QLC
FLEXSHARES US QUALITY LARGE CAP INDEX FUND
-$281.5K
0
-100%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$280.7K
3,416
-57%
增持
ADBE
ADOBE INC COM
+$280.6K
15,283
+23%
减持
TRV
TRAVELERS COMPANIES INC COM
+$271.8K
6,880
-0%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$257.8K
17,521
-3%
建仓
GE
GE AEROSPACE COM NEW
+$254.9K
1,452
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$251.5K
9,690
+12%
减持
RTX
RTX CORPORATION COM
+$245.7K
38,530
-8%
增持
GILD
GILEAD SCIENCES INC COM
-$245.3K
92,065
+7%
清仓
NEM
NEWMONT CORP COM
-$237.8K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$231.4K
1,549
+8%
增持
CBRE
CBRE GROUP INC CL A
+$230.8K
34,278
+3%
减持
PEP
PEPSICO INC COM
-$229.7K
70,657
-5%
增持
WDAY
WORKDAY INC CL A
+$226.4K
4,903
+22%
减持
ZTS
ZOETIS INC CL A
-$225.0K
7,814
-0%
减持
XYLD
GLOBAL X S&P 500 COVERED CALL ETF
-$224.3K
16,770
-27%
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$223.6K
745
减持
PM
PHILIP MORRIS INTL INC COM
-$223.0K
74,590
-1%
建仓
FTV
FORTIVE CORP COM
+$222.6K
2,588
建仓
—
SANDY SPRING BANCORP INC COM
+$220.4K
9,507
建仓
EMN
EASTMAN CHEM CO COM
+$219.1K
2,186
清仓
VLTO
VERALTO CORP COM SHS
-$218.6K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$217.9K
5,510
+8%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$217.2K
754
建仓
FISV
FISERV INC COM
+$215.8K
1,350
减持
NVS
NOVARTIS AG SPONSORED ADR
-$212.6K
18,017
-7%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$211.9K
23,266
-8%
建仓
IWV
ISHARES RUSSELL 3000 ETF
+$207.7K
692
建仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$207.5K
1,800
清仓
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$206.2K
0
-100%
减持
CSCO
CISCO SYS INC COM
-$206.1K
210,932
-1%
清仓
NFLX
NETFLIX INC COM
-$203.5K
0
-100%
减持
RVT
ROYCE VALUE TR INC COM
-$199.9K
103,126
-15%
减持
JNJ
JOHNSON & JOHNSON COM
-$199.7K
66,870
-3%
减持
GM
GENERAL MTRS CO COM
-$199.2K
19,968
-35%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$196.0K
22,385
+1%
减持
AJG
GALLAGHER ARTHUR J & CO COM
+$195.2K
22,632
-7%
减持
NEE
NEXTERA ENERGY INC COM
-$194.0K
55,439
-10%
减持
XRNPX
COHEN & STEERS REIT & PFD & IN COM
-$193.7K
59,134
-17%
增持
AFL
AFLAC INC COM
+$193.5K
29,700
+4%
增持
BSMW
INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF
+$185.7K
89,258
+11%
增持
—
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF
+$182.9K
112,187
+8%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$182.4K
2,932
+47%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$181.5K
2,334
+39%