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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

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 84 项建仓 6增持 39减持 39

方向

标的

Δ市值

现股数(环比)

建仓

HYGV FLEXSHARES TR

+$8.8M

180,106

建仓

GUNR FLEXSHARES TR

+$7.4M

187,698

减持

GNR SPDR INDEX SHS FDS

-$5.6M

28,084 -80%

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。

建仓

QLV FLEXSHARES TR

+$2.2M

38,348

减持

AAPL APPLE INC

+$1.5M

43,708 -1%

减持

MSFT MICROSOFT CORP

+$1.0M

18,948 -0%

减持

VNQ VANGUARD INDEX FDS

+$943.0K

71,294 -1%

减持

V VISA INC

-$888.0K

4,644 -45%

增持

XLK SELECT SECTOR SPDR TR

+$885.0K

30,501 +3%

增持

IVW ISHARES TR

+$759.0K

50,889 +7%

减持

PFE PFIZER INC

+$629.0K

46,381 -5%

增持

ABT ABBOTT LABS

+$598.0K

25,454 +1%

建仓

CMG CHIPOTLE MEXICAN GRILL INC

+$584.0K

334

增持

VTV VANGUARD INDEX FDS

+$559.0K

24,552 +9%

增持

MA MASTERCARD INCORPORATED

+$554.0K

4,466 +48%

增持

KO COCA COLA CO

+$523.0K

68,981 +2%

减持

COST COSTCO WHSL CORP NEW

+$505.0K

4,810 -3%

减持

GOOGL ALPHABET INC

+$423.0K

1,920 -0%

减持

CMCSA COMCAST CORP NEW

-$419.0K

31,739 -12%

建仓

COR AMERISOURCEBERGEN CORP

+$414.0K

3,114

减持

HD HOME DEPOT INC

-$411.0K

3,480 -38%

减持

LOW LOWES COS INC

+$372.0K

9,117 -7%

增持

EL LAUDER ESTEE COS INC

+$360.0K

4,791 +2%

减持

NSC NORFOLK SOUTHN CORP

+$355.0K

7,433 -4%

增持

CVS CVS HEALTH CORP

+$341.0K

17,398 +2%

减持

PG PROCTER AND GAMBLE CO

+$327.0K

13,818 -0%

增持

IJH ISHARES TR

+$308.0K

12,723 +2%

减持

ICE INTERCONTINENTAL EXCHANGE IN

+$302.0K

15,566 -2%

减持

NKE NIKE INC

+$265.0K

14,647 -2%

减持

NVDA NVIDIA CORPORATION

+$264.0K

5,987 -17%

减持

— ACCENTURE PLC IRELAND

+$258.0K

2,793 -1%

增持

SO SOUTHERN CO

+$254.0K

36,506 +1%

增持

TJX TJX COS INC NEW

+$243.0K

13,913 +13%

增持

MDLZ MONDELEZ INTL INC

+$242.0K

25,817 +2%

增持

ADI ANALOG DEVICES INC

+$235.0K

5,332 +27%

增持

— DUPONT DE NEMOURS INC

+$225.0K

10,672 +14%

减持

HON HONEYWELL INTL INC

-$223.0K

6,721 -12%

增持

AMT AMERICAN TOWER CORP NEW

+$208.0K

6,001 +3%

增持

CRM SALESFORCE COM INC

+$208.0K

8,636 +18%

建仓

BAC BK OF AMERICA CORP

+$205.0K

4,613

增持

PANW PALO ALTO NETWORKS INC

+$205.0K

2,526 +1%

增持

IJR ISHARES TR

+$196.0K

26,090 +2%

减持

DIS DISNEY WALT CO

-$182.0K

9,155 -3%

增持

AMZN AMAZON COM INC

+$182.0K

1,359 +3%

增持

NEE NEXTERA ENERGY INC

+$172.0K

9,075 +6%

增持

MAS MASCO CORP

+$168.0K

10,219 +3%

增持

CVX CHEVRON CORP NEW

+$164.0K

7,957 +5%

增持

META META PLATFORMS INC

+$164.0K

5,726 +10%

减持

MCD MCDONALDS CORP

+$162.0K

7,386 -2%

增持

JNJ JOHNSON & JOHNSON

+$161.0K

12,366 +2%

减持

LLY LILLY ELI & CO

+$161.0K

8,009 -10%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$146.0K

4,921 +1%

减持

MRSH MARSH & MCLENNAN COS INC

+$143.0K

7,436 -2%

增持

XLE SELECT SECTOR SPDR TR

+$120.0K

30,152 +1%

增持

DUK DUKE ENERGY CORP NEW

+$118.0K

15,217 +0%

增持

INTC INTEL CORP

+$110.0K

33,467 +10%

增持

ADBE ADOBE SYSTEMS INCORPORATED

+$110.0K

1,566 +16%

增持

ECL ECOLAB INC

+$107.0K

4,038 +0%

增持

— BLACKROCK INC

+$104.0K

1,099 +2%

减持

— ACTIVISION BLIZZARD INC

-$99.0K

7,542 -3%

减持

NFRA FLEXSHARES TR

+$88.0K

92,234 -1%

增持

GD GENERAL DYNAMICS CORP

+$72.0K

5,104 +1%

减持

SDY SPDR SER TR

+$69.0K

30,547 -7%

减持

T AT&T INC

-$68.0K

26,923 -0%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$61.0K

17,587 -10%

减持

BX BLACKSTONE INC

+$61.0K

6,288 -3%

减持

XLI SELECT SECTOR SPDR TR

+$60.0K

18,810 -5%

减持

PEP PEPSICO INC

+$58.0K

2,570 -0%

增持

— EXXON MOBIL CORP

+$52.0K

15,699 +2%

增持

ZBH ZIMMER BIOMET HOLDINGS INC

-$52.0K

10,635 +11%

减持

FDL FIRST TR MORNINGSTAR DIVID L

-$44.0K

17,561 -14%

增持

JPM JPMORGAN CHASE & CO

-$39.0K

27,744 +2%

减持

DE DEERE & CO

+$38.0K

5,049 -0%

减持

IVV ISHARES TR

+$38.0K

876 -1%

减持

ALL ALLSTATE CORP

-$37.0K

1,891 -7%

减持

XLY SELECT SECTOR SPDR TR

+$30.0K

1,787 -4%

增持

TFC TRUIST FINL CORP

+$24.0K

71,519 +1%

增持

VZ VERIZON COMMUNICATIONS INC

+$21.0K

21,631 +6%

增持

BA BOEING CO

-$19.0K

4,810 +7%

减持

ORCL ORACLE CORP

-$14.0K

2,719 -6%

减持

SCHD SCHWAB STRATEGIC TR

+$11.0K

43,989 -8%

增持

EBAY EBAY INC.

+$10.0K

11,997 +6%

减持

AGG ISHARES TR

-$10.0K

2,807 -2%

减持

XLV SELECT SECTOR SPDR TR

+$8.0K

1,787 -7%