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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 135 项
建仓 3
增持 45
减持 85
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ UNIT SERIES 1
+$2.0M
38,717
+1%
减持
AAPL
APPLE INC COM
+$1.5M
57,799
-2%
减持
MSFT
MICROSOFT CORP COM
+$951.9K
20,016
-2%
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
ONEQ
FIDELITY NASDAQ CMPS IDX ET
+$763.6K
19,165
+237%
减持
VUG
VANGUARD GROWTH ETF
+$735.0K
25,330
-2%
增持
SPGP
INVESCO S&P 500 GARP ETF
+$725.9K
23,092
+44%
增持
NVDA
NVIDIA CORP
+$616.0K
3,906
+5%
减持
FLOT
ISHARES FLOATING RATE BOND
-$577.1K
34,560
-25%
增持
AMZN
AMAZON COM INC COM
+$415.9K
10,840
+12%
建仓
VEA
VANGUARD EUROPE PACIFIC ETF
+$399.0K
8,640
增持
HYD
VANECK VEC HIGH YLD MUN ETF
+$394.6K
25,305
+45%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$390.1K
56,505
-3%
增持
IVV
ISHARES CORE S&P 500 ETF
+$379.0K
6,945
+5%
增持
ESG
FLEXSHARES STOXX US ESG IMPACT INDEX
+$366.2K
40,743
+0%
减持
LOW
LOWES COS INC COM
+$365.7K
16,807
-2%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$355.9K
32,801
+12%
减持
FTGC
FIRST TR GLOBAL TACTICAL CM
-$346.0K
32,064
-30%
增持
VB
VANGUARD INDEX FDS SMALL CP ETF
+$330.1K
11,411
+12%
清仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$323.4K
0
-100%
增持
JPM
J P MORGAN CHASE & CO
+$319.6K
19,865
+1%
减持
GOOGL
ALPHABET INC
+$317.5K
25,299
-3%
增持
VO
VANGUARD MID-CAP ETF
+$292.5K
13,413
+6%
减持
IYW
ISHARES DOW JONES US TECHNOLOGY
+$283.8K
18,829
-1%
增持
PPG
PPG INDS INC COM
+$269.2K
6,292
+27%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$262.6K
9,918
-2%
清仓
BAC
BANK OF AMERICA CORP
-$262.3K
0
-100%
增持
XLY
CONSUMER DISCRETIONARY SECTOR SPDR
+$240.5K
3,640
+44%
减持
DHR
DANAHER CORP DEL COM
-$239.9K
14,596
-2%
减持
VLO
VALERO ENERGY NEW
-$239.9K
8,752
-4%
建仓
ORCL
ORACLE CORP COM
+$239.6K
2,012
减持
CSX
CSX CORP COM
+$237.7K
82,940
-4%
增持
ISRG
INTUITUVE SURGICAL INC
+$225.6K
2,470
+2%
建仓
HWM
HOWMET AEROSPACE INC
+$222.6K
4,491
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$216.3K
6,782
+20%
减持
DG
DOLLAR GEN CORP NEW COM
-$215.5K
4,676
-3%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT
-$200.4K
17,685
-10%
减持
CVX
CHEVRONTEXACO
-$199.6K
15,675
-4%
减持
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
+$199.0K
19,638
-0%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$192.2K
16,889
-5%
减持
HON
HONEYWELL INTL INC COM
+$176.6K
12,692
-1%
增持
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
+$176.3K
7,016
+2%
减持
MCD
MCDONALDS CORP COM
+$176.0K
11,085
-1%
减持
D
DOMINION NEW RES INC VA NEW
-$174.2K
16,278
-11%
减持
JNJ
JOHNSON & JOHNSON COM
+$170.8K
17,615
-1%
增持
CMCSA
COMCAST CORP NEW CL A
+$159.7K
19,353
+14%
减持
SHY
BARCLAYS 1-3 YEAR TREASURY BOND
-$159.2K
2,981
-39%
增持
LLY
LILLY ELI & CO COM
+$155.5K
1,170
+2%
减持
MA
MASTERCARD INC
+$149.9K
5,055
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$134.6K
3,197
-30%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$134.1K
21,926
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$126.6K
30,770
-2%
减持
FTNT
FORTINET INC COM
+$125.1K
20,415
-4%
减持
ABT
ABBOTT LABS COM
+$123.4K
18,147
-1%
增持
AMGN
AMGEN INC COM
-$118.5K
6,375
+0%
增持
TSLA
TESLA INC COM
+$118.1K
1,545
+12%
减持
XLP
CONSUMER STAPLES SECTOR SPDR
-$117.6K
6,747
-18%
减持
DIS
DISNEY WALT CO COM DISNEY
-$116.0K
10,556
-0%
增持
ROP
ROPER TECHNOLOGIES INC
+$111.0K
2,616
+1%
减持
COST
COSTCO WHSL CORP NEW
+$108.8K
2,848
-1%
减持
PULS
PGIM ULTRA-SHORT BOND ETF
-$107.8K
10,678
-17%
减持
IGSB
ISHARES 1-3 YR CR BD ETF
-$106.1K
14,713
-12%
减持
UPS
UNITED PARCEL SERVICES B
-$106.0K
6,933
-0%
增持
PG
PROCTER & GAMBLE CO COM
+$101.9K
16,834
+2%
减持
VZ
VERIZON COMMUNICATIONS
-$98.7K
41,235
-2%
减持
META
FACEBOOK
+$93.6K
1,332
-2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$90.2K
7,274
+1%
减持
VTV
VANGUARD VALUE ETF
+$89.0K
76,907
-2%
减持
—
ARISTA NETWORKS INC COM
-$88.7K
13,565
-0%
减持
VSGX
VANGUARD ESG INTL EFT
-$87.3K
10,719
-15%
增持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
+$80.3K
2,823
+8%
减持
SPY
SPDR S&P 500 INDEX
+$79.6K
7,508
-5%
增持
NUE
NUCOR CORP
+$78.2K
7,249
+1%
减持
ECL
ECOLAB INC
+$71.6K
4,204
-2%
增持
ABBV
ABBVIE INC
-$69.2K
3,042
+1%
减持
SHM
SPDR NUVEEN BARCLAYS SHT TRM
-$66.0K
4,580
-23%
减持
PFE
PFIZER INC COM
-$62.5K
11,180
-3%
减持
BDX
BECTON DICKINSON AND COMPANY
+$57.8K
4,288
-1%
减持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$52.1K
12,329
-2%
增持
—
EXXON MOBIL CORP COM
+$50.8K
8,187
+9%
增持
HD
HOME DEPOT INC COM
+$49.8K
2,959
+0%
减持
ADP
AUTOMATIC DATA PROCESSING
-$46.0K
1,303
-13%
减持
BX
BLACKSTONE GROUP INC
+$46.0K
12,900
-2%
减持
T
AT&T INC COM
-$43.5K
11,851
-2%
减持
MRK
MERCK & CO INC COM
+$42.3K
4,940
-0%
增持
XJH
ISHARES ESG S&P MID-CAP ETF
+$41.7K
8,340
+11%
减持
FBND
FIDELTIY TOTAL BOND ETF
-$41.6K
19,942
-3%
减持
CRM
SALESFORCE COM INC
+$38.9K
4,087
-1%
增持
TIP
ISHARES TIPS BOND ETF
+$38.8K
3,470
+14%
减持
CME
CME GROUP INC
-$37.9K
2,849
-4%
减持
F
FORD MOTOR CO DEL
+$37.0K
15,636
-1%
减持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
+$36.8K
6,844
-0%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$35.3K
15,557
-1%
减持
PHO
INVESCO WATER RES ETF TRUST
-$33.5K
3,713
-18%
增持
ZTS
ZOETIS INC CL A
+$31.2K
3,955
+1%
增持
NEE
NEXTERA ENERGY INC
-$30.9K
12,762
+1%
减持
GE
GENERAL ELECTRIC CO USD 0.06
+$29.5K
2,808
-4%
增持
SO
SOUTHERN CO COM
+$28.2K
14,833
+2%
减持
BND
VANGUARD BOND INDEX FUND INCTOTAL BD MARKET
-$28.2K
21,391
-0%
减持
PZA
INVESCO NATL AMT-FREE MUN BD ETF
-$27.1K
11,635
-9%
增持
XLRE
SELECT SEC REAL ESTATE
+$26.0K
13,937
+4%
增持
AMT
AMERICAN TOWER CORP NEW COM
-$25.3K
2,926
+1%
减持
IEFA
ISHARES TR CORE MSCI EAFE ETF
+$22.9K
55,720
-0%
减持
MTB
M & T BANK CORP
+$22.7K
6,410
-1%
减持
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
-$21.7K
1,525
-12%
减持
XLU
UTILITIES SECTOR SPDR
-$19.4K
5,305
-2%
增持
DE
DEERE & COMPANY
-$18.3K
2,697
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHSCOM
-$18.0K
2,958
-6%
减持
XLB
MATERIALS SECTOR SPDR
-$17.3K
2,743
-10%
减持
EOG
EOG RES INC
-$16.6K
5,024
-3%
减持
ITW
ILLINOIS TOOL WKS INC
+$16.5K
5,547
-2%
增持
GPC
GENUINE PARTS CO
+$14.4K
7,060
+0%
减持
MKC
MCCORMICK INC NON-VOTING
+$13.5K
6,070
-2%
减持
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
+$13.1K
26,080
-3%
增持
CSCO
CISCO SYS INC COM
+$12.4K
32,834
+2%
减持
IYT
ISHARES TRANSPORTATION AVG ETF
+$12.3K
1,080
-4%
减持
IEMG
ISHARES IN CORE MSCI EMERGING MKTS
+$11.7K
47,441
-1%
减持
DLR
DIGITAL RLTY TR INC
-$11.2K
3,794
-16%
减持
PEP
PEPSICO INC COM
-$10.7K
14,707
-2%
增持
DOW
DOW INC COM
-$10.4K
10,077
+1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$9.9K
878
+1%
减持
IWS
ISHARES RUSSELL MIDCAP VALUE ETF
+$8.1K
4,131
-2%
增持
UNP
UNION PAC CORP COM
+$7.8K
1,130
+2%
减持
—
DUPONT DE NEMOURS INC
-$5.5K
5,504
-1%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$5.1K
4,663
-4%
减持
XLC
COMMUNICATION SERVICES SELECT SPDR
-$5.1K
9,230
-12%
减持
PGX
INVESCO PREFERRED ETF
-$4.7K
13,964
-2%
增持
PM
PHILLIP MORRIS INTL, INC.
+$4.6K
2,540
+2%
减持
XLF
FINANCIAL SECTOR SPDR
-$3.9K
7,980
-6%
增持
LMT
LOCKHEED MARTIN CORP
-$3.9K
548
+1%
增持
KO
COCA COLA CO COM
-$3.8K
8,997
+2%
减持
WM
WASTE MANAGEMENT INC
-$3.5K
1,730
-7%
减持
NUSC
NUVEEN ESG SMALL-CAP ETF
+$2.1K
7,207
-3%
减持
XLI
INDUSTRIAL SECTOR SPDR
-$902
2,752
-6%
减持
PRU
PRUDENTIAL FINANCIAL INC
+$811
5,885
-6%
减持
IYH
ISHARES DOW JONES US HEALTHCARE
-$193
1,490
-3%
