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United Bank 13F 持仓明细(2026-03-31) · 小隐寺数据中心

United Bank

报告期 2026-03-31 · CIK 0001697791

持仓数

124

前50大市值合计

$240.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

GOOGL ALPHABET INC

CAP STK CL A

$12.9M

44,887

5.4%

AAPL APPLE INC

COM

$12.3M

48,325

5.1%

NFRA FLEXSHARES TR

STOXX GLOBR INF

$11.8M

183,778

4.9%

GUNR FLEXSHARES TR

MORNSTAR UPSTR

$11.7M

211,277

4.8%

NVDA NVIDIA CORPORATION

COM

$11.5M

66,009

4.8%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$11.1M

83,404

4.6%

HYGV FLEXSHARES TR

HIG YLD VL ETF

$9.7M

241,931

4.0%

MSFT MICROSOFT CORP

COM

$9.3M

25,224

3.9%

AMZN AMAZON COM INC

COM

$9.3M

44,499

3.9%

JPM JPMORGAN CHASE & CO

COM

$8.4M

28,574

3.5%

KO COCA COLA CO

COM

$6.9M

91,180

2.9%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$6.6M

215,919

2.8%

COST COSTCO WHOLESALE CORPORATION

COM

$6.0M

6,020

2.5%

IJH ISHARES TR

CORE S&P MCP ETF

$5.8M

85,667

2.4%

SO SOUTHERN CO

COM

$5.3M

55,330

2.2%

IVW ISHARES TR

S&P 500 GRWT ETF

$5.1M

45,186

2.1%

META META PLATFORMS INC

CL A

$4.7M

8,220

2.0%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$4.5M

73,662

1.9%

MA MASTERCARD INCORPORATED

CL A

$4.2M

8,335

1.7%

IJR ISHARES TR

CORE S&P SCP ETF

$4.1M

33,140

1.7%

VTV VANGUARD INDEX FDS

VALUE ETF

$4.0M

20,341

1.7%

— EXXON MOBIL CORP

COM

$4.0M

23,424

1.7%

AMD ADVANCED MICRO DEVICES INC

COM

$3.6M

17,742

1.5%

CAT CATERPILLAR INC

COM

$3.5M

4,917

1.4%

ABT ABBOTT LABORATORIES

COM

$3.4M

33,193

1.4%

QLV FLEXSHARES TR

US QT LW VLTY

$3.2M

44,862

1.3%

JNJ JOHNSON & JOHNSON

COM

$3.0M

12,472

1.3%

TJX TJX COS INC NEW

COM

$3.0M

18,595

1.2%

LOW LOWES COS INC

COM

$2.8M

11,940

1.2%

AVGO BROADCOM INC

COM

$2.8M

9,071

1.2%

TFC TRUIST FINL CORP

COM

$2.7M

59,586

1.1%

CSCO CISCO SYS INC

COM

$2.6M

33,928

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.6M

5,429

1.1%

GD GENERAL DYNAMICS CORP

COM

$2.6M

7,554

1.1%

RTX RTX CORPORATION

COM

$2.6M

13,435

1.1%

MCD MCDONALDS CORP

COM

$2.6M

8,236

1.1%

LLY ELI LILLY & CO

COM

$2.5M

2,741

1.0%

COR CENCORA INC

COM

$2.4M

7,676

1.0%

PG PROCTER & GAMBLE CO

COM

$2.4M

16,476

1.0%

ADI ANALOG DEVICES INC

COM

$2.3M

7,318

1.0%

CVX CHEVRON CORPORATION

COM

$2.3M

11,218

1.0%

ORCL ORACLE CORP

COM

$2.2M

15,153

0.9%

NFLX NETFLIX INC.

COM

$2.2M

22,940

0.9%

PANW PALO ALTO NETWORKS INC

COM

$2.1M

13,362

0.9%

GSK GSK PLC

SPONSORED ADR

$2.1M

38,083

0.9%

BX BLACKSTONE INC

COM

$2.1M

18,249

0.9%

CRM SALESFORCE INC

COM

$2.1M

11,105

0.9%

NSC NORFOLK SOUTHN CORP

COM

$2.0M

7,015

0.8%

GLD SPDR GOLD TR

GOLD SHS

$1.8M

4,280

0.8%

C CITIGROUP INC

COM NEW

$1.8M

16,084

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

GOOGL5.4%AAPL5.1%NFRA4.9%GUNR4.8%NVDA4.8%XLK4.6%