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FIRST UNITED BANK TRUST/ 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FIRST UNITED BANK TRUST/
报告期 2026-03-31 · CIK 0001214183
持仓数
395
前50大市值合计
$235.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 7
增持 71
减持 67
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$1.8M
48,572
+0%
增持
MSFT
MICROSOFT CORP COM
+$1.6M
21,351
+8%
减持
QQQ
INVESCO QQQ UNIT SERIES 1
+$1.4M
36,331
-0%
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。
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$1.3M
18,622
+8%
增持
VTV
VANGUARD VALUE ETF
+$1.2M
82,293
+2%
减持
PZA
INVESCO NATL AMT-FREE MUN BD ETF
-$1.1M
53,055
-44%
减持
LOW
LOWES COS INC COM
+$1.0M
20,338
-2%
增持
ESG
FLEXSHARES STOXX US ESG IMPACT INDEX
+$1.0M
51,684
+10%
增持
CSX
CSX CORP COM
+$1.0M
100,588
+8%
减持
IGSB
ISHARES 1-3 YR CR BD ETF
-$961.0K
20,297
-46%
增持
VUG
VANGUARD GROWTH ETF
+$936.0K
20,648
+5%
增持
—
ARISTA NETWORKS INC COM
+$871.0K
14,895
+303%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$851.0K
49,622
+9%
增持
IEFA
ISHARES TR CORE MSCI EAFE ETF
+$773.0K
53,707
+23%
增持
PGX
INVESCO PREFERRED ETF
+$660.0K
102,182
+76%
增持
FTGC
FIRST TR GLOBAL TACTICAL CM
+$553.0K
60,821
+73%
增持
VSGX
VANGUARD ESG INTL EFT
+$536.0K
28,138
+44%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$519.0K
0
-100%
增持
PG
PROCTER & GAMBLE CO COM
+$449.0K
17,476
+1%
增持
VO
VANGUARD MID-CAP ETF
+$432.0K
20,590
+1%
减持
ABT
ABBOTT LABS COM
+$398.0K
18,552
-1%
清仓
VCIT
VANGUARD SCOTTSDALE FDS INT-TERM CORP
-$381.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$375.0K
2,682
+5%
增持
FTNT
FORTINET INC COM
+$370.0K
4,830
+3%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT
+$369.0K
12,835
+12%
减持
PEP
PEPSICO INC COM
+$366.0K
15,827
-0%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$362.0K
33,791
+101%
增持
CSCO
CISCO SYS INC COM
+$356.0K
34,306
+3%
增持
GOOGL
ALPHABET INC
+$353.0K
1,304
+2%
减持
DHR
DANAHER CORP DEL COM
+$346.0K
16,416
-1%
增持
NEE
NEXTERA ENERGY INC
+$341.0K
13,427
+16%
增持
MCD
MCDONALDS CORP COM
+$323.0K
11,116
+1%
减持
IVV
ISHARES CORE S&P 500 ETF
+$315.0K
7,225
-1%
建仓
PYPL
PAYPAL HLDGS INC COM
+$306.0K
1,623
建仓
MO
ALTRIA GROUP INC COM
+$293.0K
6,181
减持
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
+$292.0K
25,547
-3%
增持
ITW
ILLINOIS TOOL WKS INC
+$289.0K
6,425
+2%
减持
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
+$288.0K
12,095
-0%
减持
CVX
CHEVRONTEXACO
+$286.0K
17,971
-0%
增持
DLR
DIGITAL RLTY TR INC
+$281.0K
5,044
+19%
减持
HYD
VANECK VEC HIGH YLD MUN ETF
-$276.0K
19,063
-19%
建仓
PM
PHILLIP MORRIS INTL, INC.
+$272.0K
2,862
减持
INTC
INTEL CORP COM
-$268.0K
27,696
-13%
增持
ZTS
ZOETIS INC CL A
+$263.0K
4,209
+7%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$249.0K
15,313
-10%
减持
IYW
ISHARES DOW JONES US TECHNOLOGY
+$247.0K
21,896
-2%
清仓
ARKK
ARK INNOVATION ETF
-$243.0K
0
-100%
增持
FLOT
ISHARES FLOATING RATE BOND
+$242.0K
65,848
+8%
减持
HD
HOME DEPOT INC COM
+$240.0K
2,959
-2%
建仓
QCOM
QUALCOMM INC COM
+$229.0K
1,251
增持
PFE
PFIZER INC COM
+$220.0K
12,614
+3%
建仓
WM
WASTE MANAGEMENT INC
+$218.0K
1,309
增持
ROK
ROCKWELL INTL CORP NEW AUTOMATION
+$211.0K
3,702
+1%
建仓
DUK
DUKE ENERGY CORP NEW
+$210.0K
2,006
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$209.0K
0
-100%
增持
ILMN
ILLUMINA INC
+$209.0K
1,312
+83%
增持
GPC
GENUINE PARTS CO
+$207.0K
6,960
+10%
建仓
VGK
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF
+$207.0K
3,040
清仓
BA
BOEING CO COM
-$207.0K
0
-100%
增持
DG
DOLLAR GEN CORP NEW COM
+$206.0K
2,580
+36%
增持
DHI
D R HORTON INC
+$199.0K
6,610
+7%
减持
BND
VANGUARD BOND INDEX FUND INCTOTAL BD MARKET
-$192.0K
25,749
-7%
增持
ECL
ECOLAB INC
+$180.0K
6,335
+1%
减持
UPS
UNITED PARCEL SERVICES B
+$179.0K
7,631
-5%
减持
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
+$178.0K
36,434
-4%
增持
ROP
ROPER TECHNOLOGIES INC
+$177.0K
2,755
+4%
减持
PPG
PPG INDS INC COM
+$175.0K
6,195
-1%
减持
VBR
VANGUARD SMALL-CAP VALUE ETF
-$175.0K
16,825
-11%
增持
AMZN
AMAZON COM INC COM
+$174.0K
529
+9%
增持
ISRG
INTUITUVE SURGICAL INC
+$171.0K
2,084
+259%
减持
JNJ
JOHNSON & JOHNSON COM
+$170.0K
18,606
-0%
增持
VNT
VONTIER CORP
+$164.0K
13,040
+85%
增持
SHOP
SHOPIFY INC
+$161.0K
305
+60%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
+$159.0K
34,402
-0%
减持
FBND
FIDELTIY TOTAL BOND ETF
-$158.0K
42,508
-6%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARCOM
+$147.0K
6,430
-1%
减持
JPM
J P MORGAN CHASE & CO
-$147.0K
21,875
-1%
减持
VZ
VERIZON COMMUNICATIONS
-$143.0K
39,817
-3%
增持
XLRE
SELECT SEC REAL ESTATE
+$134.0K
15,866
+2%
增持
TSLA
TESLA INC COM
+$133.0K
460
+1%
增持
VLO
VALERO ENERGY NEW
+$132.0K
8,509
+19%
减持
HON
HONEYWELL INTL INC COM
-$124.0K
13,892
-2%
增持
EMB
ISHARES TR JP MOR EM MK ETF
+$120.0K
9,688
+14%
增持
VB
VANGUARD INDEX FDS SMALL CP ETF
+$118.0K
13,691
+1%
增持
MKC
MCCORMICK INC NON-VOTING
+$117.0K
7,425
+0%
减持
EW
EDWARDS LIFESCIENCES CORP
+$112.0K
7,210
-1%
增持
XLY
CONSUMER DISCRETIONARY SECTOR SPDR
+$112.0K
3,950
+2%
增持
D
DOMINION NEW RES INC VA NEW
+$109.0K
19,496
+0%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$109.0K
2,676
+5%
减持
XLP
CONSUMER STAPLES SECTOR SPDR
+$105.0K
13,553
-1%
减持
SO
SOUTHERN CO COM
+$96.0K
15,496
-1%
增持
AMGN
AMGEN INC COM
+$96.0K
6,468
+1%
增持
EOG
EOG RES INC
+$94.0K
4,606
+17%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$92.0K
10,837
-8%
增持
CRM
SALESFORCE COM INC
-$87.0K
5,482
+0%
减持
—
EXXON MOBIL CORP COM
-$85.0K
12,589
-13%
增持
BRK/B
BERKSHIRE HATHAWAY B
+$84.0K
2,274
+4%
减持
SPY
SPDR S&P 500 INDEX
+$80.0K
8,163
-8%
增持
DE
DEERE & COMPANY
+$80.0K
2,955
+6%
增持
ADSK
AUTODESK INC
+$76.0K
1,855
+19%
增持
MRK
MERCK & CO INC COM
+$72.0K
4,020
+28%
增持
PRU
PRUDENTIAL FINANCIAL INC
+$65.0K
6,413
+7%
减持
ADP
AUTOMATIC DATA PROCESSING
+$65.0K
1,387
-0%
减持
BX
BLACKSTONE GROUP INC
+$65.0K
15,380
-7%
减持
—
DUPONT DE NEMOURS INC
+$60.0K
5,560
-3%
增持
TIP
ISHARES TIPS BOND ETF
+$59.0K
19,203
+1%
增持
XLU
UTILITIES SECTOR SPDR
+$57.0K
5,830
+3%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
+$56.0K
25,327
-2%
增持
BAC
BANK OF AMERICA CORP
+$56.0K
11,063
+8%
增持
XLB
MATERIALS SECTOR SPDR
+$55.0K
3,113
+9%
增持
DOW
DOW INC COM
+$53.0K
9,976
+12%
减持
BAB
INVESCO TAXABLE MUNICIPAL BOND ETF
-$51.0K
15,127
-9%
减持
NUE
NUCOR CORP
+$50.0K
3,782
-3%
减持
XLI
INDUSTRIAL SECTOR SPDR
-$50.0K
3,480
-19%
减持
CME
CME GROUP INC
+$50.0K
4,209
-11%
减持
UNP
UNION PAC CORP COM
+$48.0K
1,486
-11%
减持
—
WESTROCK CO USD 0.01
-$43.0K
5,400
-5%
减持
BDX
BECTON DICKINSON AND COMPANY
-$42.0K
4,733
-6%
减持
T
AT&T INC COM
-$40.0K
15,403
-1%
减持
LLY
LILLY ELI & CO COM
+$40.0K
1,317
-6%
增持
PHO
INVESCO WATER RES ETF TRUST
+$39.0K
5,555
+2%
减持
CMCSA
COMCAST CORP NEW CL A
-$38.0K
5,917
-1%
增持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
+$37.0K
3,301
+4%
减持
GBF
ISHARES GOVT/CREDIT BOND
-$36.0K
1,919
-13%
增持
KO
COCA COLA CO COM
+$36.0K
5,285
+0%
增持
IEMG
ISHARES IN CORE MSCI EMERGING MKTS
-$34.0K
37,405
+2%
增持
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
+$32.0K
2,091
+1%
增持
DIS
DISNEY WALT CO COM DISNEY
+$32.0K
13,234
+11%
减持
SHM
SPDR NUVEEN BARCLAYS SHT TRM
-$31.0K
4,320
-12%
减持
MA
MASTERCARD INC
+$29.0K
5,040
-2%
减持
IYR
ISHARES DOW JONES US REAL ESTATE
+$27.0K
2,463
-3%
增持
XLC
COMMUNICATION SERVICES SELECT SPDR
+$26.0K
16,640
+5%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$25.0K
1,985
-10%
增持
NUSC
NUVEEN ESG SMALL-CAP ETF
+$22.0K
9,703
+9%
减持
XLF
FINANCIAL SECTOR SPDR
-$21.0K
11,139
-8%
减持
IYT
ISHARES TRANSPORTATION AVG ETF
+$21.0K
2,050
-9%
减持
MET
METLIFE, INC.
-$21.0K
5,263
-7%
增持
GNRC
GENERAC HOLDINGS INC
+$21.0K
1,285
+22%
减持
META
FACEBOOK
-$21.0K
1,418
-3%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$20.0K
949
-6%
减持
AGG
ISHARES TR CORE US AGG BOND ETF
-$15.0K
7,569
-1%
减持
TFC
TRUIST FINL CORP COM
-$14.0K
3,992
-5%
减持
ICLN
ISHARES GLOBAL CLEAN ENERGY
-$12.0K
13,435
-2%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$10.0K
5,095
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHSCOM
-$10.0K
2,994
+2%
减持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
+$10.0K
8,197
-2%
减持
IWS
ISHARES RUSSELL MIDCAP VALUE ETF
-$9.0K
4,018
-9%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$9.0K
6,948
-6%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE
+$7.0K
951
-5%
减持
IHI
ISHARES TR U.S. MED DVC ETF
+$5.0K
4,351
-3%
