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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 123 项
建仓 1
增持 37
减持 79
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$1.5M
56,625
-2%
减持
VUG
VANGUARD GROWTH ETF
-$657.2K
23,907
-6%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$619.6K
53,720
-5%
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
SPGP
INVESCO S&P 500 GARP ETF
+$566.9K
29,189
+26%
减持
MSFT
MICROSOFT CORP COM
-$530.7K
19,906
-1%
增持
FBND
FIDELTIY TOTAL BOND ETF
+$472.1K
31,627
+59%
减持
MCD
MCDONALDS CORP COM
-$427.7K
10,933
-1%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
-$423.5K
16,437
-3%
减持
LOW
LOWES COS INC COM
-$416.6K
16,247
-3%
减持
VZ
VERIZON COMMUNICATIONS
-$403.3K
34,870
-15%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$381.4K
30,436
-1%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT
+$378.0K
21,345
+21%
增持
MTB
M & T BANK CORP
+$356.5K
9,093
+42%
减持
DG
DOLLAR GEN CORP NEW COM
-$348.3K
4,211
-10%
增持
—
EXXON MOBIL CORP COM
+$343.9K
10,393
+27%
减持
FLOT
ISHARES FLOATING RATE BOND
-$325.6K
28,113
-19%
增持
—
ARISTA NETWORKS INC COM
+$322.4K
13,705
+1%
增持
QQQ
INVESCO QQQ UNIT SERIES 1
-$317.8K
39,035
+1%
增持
FTNT
FORTINET INC COM
-$316.2K
20,910
+2%
增持
GOOGL
ALPHABET INC
+$307.2K
25,489
+1%
减持
PEP
PEPSICO INC COM
-$292.2K
14,352
-2%
减持
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
-$291.6K
19,250
-2%
减持
AMGN
AMGEN INC COM
+$284.5K
6,325
-1%
增持
HON
HONEYWELL INTL INC COM
-$274.5K
12,770
+1%
减持
ABT
ABBOTT LABS COM
-$253.5K
17,810
-2%
清仓
SHY
BARCLAYS 1-3 YEAR TREASURY BOND
-$241.7K
0
-100%
减持
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
-$241.3K
25,715
-1%
清仓
XLB
MATERIALS SECTOR SPDR
-$227.3K
0
-100%
增持
VTV
VANGUARD VALUE ETF
-$224.0K
77,609
+1%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
-$222.5K
31,379
-4%
减持
IEFA
ISHARES TR CORE MSCI EAFE ETF
-$219.0K
55,045
-1%
减持
NEE
NEXTERA ENERGY INC
-$219.0K
12,708
-0%
减持
IEMG
ISHARES IN CORE MSCI EMERGING MKTS
-$217.2K
44,571
-6%
清仓
IJT
ISHARES S&P SMALLCAP 600/BARRA GROWTH INDEX FD
-$213.8K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$209.8K
17,373
-1%
清仓
PHO
INVESCO WATER RES ETF TRUST
-$209.3K
0
-100%
减持
GPC
GENUINE PARTS CO
-$207.6K
6,837
-3%
建仓
HYGV
FLEXSHARES TR HIG YLD VL ETF
+$204.2K
5,137
减持
IVV
ISHARES CORE S&P 500 ETF
-$204.1K
6,733
-3%
清仓
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
-$202.4K
0
-100%
增持
CMCSA
COMCAST CORP NEW CL A
+$190.5K
22,427
+16%
减持
D
DOMINION NEW RES INC VA NEW
-$190.3K
14,615
-10%
减持
VLO
VALERO ENERGY NEW
+$187.4K
8,567
-2%
减持
IGSB
ISHARES 1-3 YR CR BD ETF
-$170.4K
11,391
-23%
减持
SPY
SPDR S&P 500 INDEX
-$169.9K
7,388
-2%
减持
UPS
UNITED PARCEL SERVICES B
-$169.9K
6,883
-1%
减持
CVX
CHEVRONTEXACO
+$166.5K
15,615
-0%
增持
PULS
PGIM ULTRA-SHORT BOND ETF
+$166.0K
14,013
+31%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$164.2K
2,452
-16%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$159.0K
9,663
-3%
清仓
PGX
INVESCO PREFERRED ETF
-$158.8K
0
-100%
减持
DIS
DISNEY WALT CO COM DISNEY
-$158.7K
9,670
-8%
减持
BX
BLACKSTONE GROUP INC
+$155.5K
12,645
-2%
减持
HYD
VANECK VEC HIGH YLD MUN ETF
-$153.8K
23,345
-8%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$152.2K
21,536
-2%
减持
ESG
FLEXSHARES STOXX US ESG IMPACT INDEX
-$150.7K
40,353
-1%
减持
BND
VANGUARD BOND INDEX FUND INCTOTAL BD MARKET
-$148.8K
20,151
-6%
减持
FTGC
FIRST TR GLOBAL TACTICAL CM
-$144.5K
24,397
-24%
减持
VBR
VANGUARD SMALL-CAP VALUE ETF
-$144.4K
11,881
-4%
减持
PG
PROCTER & GAMBLE CO COM
-$139.7K
16,555
-2%
减持
ECL
ECOLAB INC
-$117.5K
3,939
-6%
增持
AMZN
AMAZON COM INC COM
+$108.5K
11,970
+10%
减持
IYW
ISHARES DOW JONES US TECHNOLOGY
-$102.6K
18,560
-1%
增持
NVDA
NVIDIA CORP
+$102.0K
4,033
+3%
增持
VO
VANGUARD MID-CAP ETF
-$95.5K
13,722
+2%
减持
MKC
MCCORMICK INC NON-VOTING
-$89.4K
5,818
-4%
减持
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
-$88.4K
6,902
-2%
增持
VB
VANGUARD INDEX FDS SMALL CP ETF
-$78.9K
11,586
+2%
增持
ITW
ILLINOIS TOOL WKS INC
-$73.3K
5,707
+3%
增持
ISRG
INTUITUVE SURGICAL INC
-$69.2K
2,653
+7%
减持
XLP
CONSUMER STAPLES SECTOR SPDR
-$68.7K
6,274
-7%
增持
EOG
EOG RES INC
+$67.6K
5,069
+1%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$66.5K
15,418
-1%
减持
JPM
J P MORGAN CHASE & CO
-$56.9K
19,530
-2%
减持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
-$56.7K
6,619
-3%
减持
XLU
UTILITIES SECTOR SPDR
-$55.9K
4,942
-7%
增持
DLR
DIGITAL RLTY TR INC
+$55.0K
4,024
+6%
增持
ONEQ
FIDELITY NASDAQ CMPS IDX ET
+$52.0K
20,935
+9%
增持
TSLA
TESLA INC COM
+$49.7K
1,815
+17%
增持
ZTS
ZOETIS INC CL A
+$47.0K
4,185
+6%
减持
PFE
PFIZER INC COM
-$46.8K
10,955
-2%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$45.6K
4,547
-2%
减持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
-$45.0K
2,818
-0%
减持
HD
HOME DEPOT INC COM
-$43.8K
2,897
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$39.9K
3,797
+19%
减持
LLY
LILLY ELI & CO COM
+$39.5K
1,095
-6%
增持
META
FACEBOOK
+$39.2K
1,404
+5%
增持
KO
COCA COLA CO COM
-$38.2K
8,998
+0%
减持
IYH
ISHARES DOW JONES US HEALTHCARE
-$37.3K
1,408
-6%
增持
CSX
CSX CORP COM
-$36.7K
90,755
+9%
减持
PRU
PRUDENTIAL FINANCIAL INC
-$36.2K
5,090
-14%
增持
VSGX
VANGUARD ESG INTL ETF
+$34.5K
11,972
+12%
减持
XLY
CONSUMER DISCRETIONARY SECTOR SPDR
-$32.9K
3,635
-0%
减持
BDX
BECTON DICKINSON AND COMPANY
-$32.6K
4,253
-1%
增持
XLC
COMMUNICATION SERVICES SELECT SPDR
+$29.3K
9,610
+4%
减持
IWS
ISHARES RUSSELL MIDCAP VALUE ETF
-$27.9K
4,081
-1%
减持
XLI
INDUSTRIAL SECTOR SPDR
-$26.5K
2,652
-4%
减持
XJH
ISHARES ESG S&P MID-CAP ETF
-$24.0K
8,065
-3%
减持
ADP
AUTOMATIC DATA PROCESSING
+$23.7K
1,289
-1%
减持
NUSC
NUVEEN ESG SMALL-CAP ETF
-$22.7K
7,005
-3%
减持
DOW
DOW INC COM
-$20.5K
10,009
-1%
增持
TIP
ISHARES TIPS BOND ETF
+$20.2K
3,795
+9%
减持
ABBV
ABBVIE INC
+$19.0K
2,877
-5%
减持
CME
CME GROUP INC
+$18.7K
2,730
-4%
减持
CSCO
CISCO SYS INC COM
+$18.0K
31,942
-3%
减持
IYT
ISHARES TRANSPORTATION AVG ETF
-$18.0K
1,077
-0%
增持
XLRE
SELECT SEC REAL ESTATE
-$16.2K
14,944
+7%
增持
CRM
SALESFORCE COM INC
-$15.4K
4,182
+2%
减持
PM
PHILLIP MORRIS INTL, INC.
-$15.4K
2,512
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$15.1K
2,566
-2%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$14.1K
865
-1%
减持
DHR
DANAHER CORP DEL COM
+$13.7K
14,175
-3%
减持
T
AT&T INC COM
-$13.5K
11,683
-1%
减持
XLF
FINANCIAL SECTOR SPDR
-$12.6K
7,731
-3%
增持
NUE
NUCOR CORP
+$11.9K
7,679
+6%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE
-$10.6K
611
-2%
减持
—
DUPONT DE NEMOURS INC
-$9.8K
5,141
-7%
减持
UNP
UNION PAC CORP COM
-$7.0K
1,101
-3%
增持
PZA
INVESCO NATL AMT-FREE MUN BD ETF
+$6.4K
12,680
+9%
增持
SO
SOUTHERN CO COM
-$4.0K
16,038
+8%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$3.0K
7,543
+11%
减持
COST
COSTCO WHSL CORP NEW
+$2.2K
2,718
-5%
减持
MA
MASTERCARD INC
-$197
5,021
-1%
