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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 88 项
建仓 4
增持 42
减持 35
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
GUNR
FLEXSHARES TR
-$1.9M
225,666
-2%
减持
VNQ
VANGUARD INDEX FDS
-$1.8M
63,873
-9%
减持
GOOGL
ALPHABET INC
-$1.5M
1,903
-6%
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。
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
28,898
-11%
增持
AAPL
APPLE INC
-$1.2M
46,515
+7%
增持
AMZN
AMAZON COM INC
-$1.2M
30,795
+2168%
清仓
—
ACCENTURE PLC IRELAND
-$1.0M
0
-100%
增持
HYGV
FLEXSHARES TR
-$979.0K
270,225
+5%
增持
MSFT
MICROSOFT CORP
-$883.0K
20,352
+3%
建仓
CDW
CDW CORP
+$769.0K
4,881
减持
DE
DEERE & CO
-$735.0K
3,759
-16%
清仓
ECL
ECOLAB INC
-$733.0K
0
-100%
增持
IVW
ISHARES TR
-$724.0K
57,089
+5%
增持
TFC
TRUIST FINL CORP
-$673.0K
74,833
+1%
减持
NFRA
FLEXSHARES TR
-$668.0K
89,832
-3%
清仓
—
ACTIVISION BLIZZARD INC
-$596.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$561.0K
10,192
+32%
减持
XLE
SELECT SECTOR SPDR TR
-$558.0K
27,697
-17%
减持
NKE
NIKE INC
-$506.0K
14,193
-2%
减持
MA
MASTERCARD INCORPORATED
-$501.0K
5,219
-13%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$497.0K
17,171
+7%
建仓
FCX
FREEPORT-MCMORAN INC
+$473.0K
16,153
增持
IJH
ISHARES TR
-$469.0K
13,706
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$463.0K
4,557
-6%
减持
CMCSA
COMCAST CORP NEW
-$423.0K
33,678
-10%
减持
LOW
LOWES COS INC
-$413.0K
8,902
-9%
减持
CVS
CVS HEALTH CORP
-$403.0K
16,028
-14%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$402.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
-$379.0K
5,522
+5%
减持
BX
BLACKSTONE INC
-$373.0K
7,665
-9%
减持
SCHD
SCHWAB STRATEGIC TR
-$359.0K
47,127
-0%
减持
GD
GENERAL DYNAMICS CORP
-$352.0K
3,950
-22%
增持
VTV
VANGUARD INDEX FDS
-$350.0K
25,398
+1%
增持
IJR
ISHARES TR
-$350.0K
28,373
+3%
增持
NSC
NORFOLK SOUTHN CORP
-$346.0K
7,989
+5%
增持
JPM
JPMORGAN CHASE & CO
-$333.0K
29,550
+10%
清仓
XLY
SELECT SECTOR SPDR TR
-$331.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$323.0K
7,546
-10%
减持
SDY
SPDR SER TR
-$311.0K
31,614
-0%
增持
DIS
DISNEY WALT CO
-$311.0K
11,164
+12%
减持
GNR
SPDR INDEX SHS FDS
-$298.0K
22,592
-4%
减持
PFE
PFIZER INC
-$294.0K
40,469
-13%
增持
PANW
PALO ALTO NETWORKS INC
-$289.0K
2,973
+5%
减持
—
BLACKROCK INC
-$288.0K
1,141
-11%
清仓
COIN
COINBASE GLOBAL INC
-$286.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$285.0K
20,311
+16%
减持
BA
BOEING CO
-$278.0K
5,014
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$270.0K
1,887
-11%
增持
KO
COCA COLA CO
+$227.0K
70,279
+4%
减持
LLY
LILLY ELI & CO
-$226.0K
6,184
-21%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$224.0K
1,588
增持
AMT
AMERICAN TOWER CORP NEW
+$219.0K
6,208
+14%
增持
INTC
INTEL CORP
-$218.0K
34,963
+14%
减持
NEE
NEXTERA ENERGY INC
-$212.0K
8,164
-18%
增持
ABT
ABBOTT LABS
-$206.0K
27,825
+2%
增持
—
EXXON MOBIL CORP
+$202.0K
16,558
+12%
清仓
XLV
SELECT SECTOR SPDR TR
-$200.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$200.0K
12,389
-4%
增持
—
DUPONT DE NEMOURS INC
-$184.0K
11,899
+4%
减持
DUK
DUKE ENERGY CORP NEW
-$164.0K
13,984
-6%
增持
EL
LAUDER ESTEE COS INC
+$156.0K
5,830
+19%
增持
TSLA
TESLA INC
-$149.0K
370
+0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$141.0K
12,139
+10%
减持
V
VISA INC
-$130.0K
2,352
-12%
增持
HD
HOME DEPOT INC
+$119.0K
4,088
+22%
增持
MRSH
MARSH & MCLENNAN COS INC
-$98.0K
7,689
+1%
建仓
PMM
PUTNAM MANAGED MUN INCOME TR
+$95.0K
14,400
增持
CVX
CHEVRON CORP NEW
-$89.0K
7,250
+4%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$83.0K
423
+42%
增持
ADI
ANALOG DEVICES INC
-$77.0K
6,988
+5%
减持
SO
SOUTHERN CO
-$76.0K
35,132
-1%
增持
WMT
WALMART INC
-$75.0K
2,765
+0%
减持
MAS
MASCO CORP
-$70.0K
11,360
-10%
增持
T
AT&T INC
-$67.0K
26,076
+0%
增持
IVV
ISHARES TR
-$66.0K
884
+0%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$62.0K
14,389
-5%
增持
META
META PLATFORMS INC
-$61.0K
7,296
+31%
增持
QLV
FLEXSHARES TR
+$58.0K
55,449
+14%
减持
COR
AMERISOURCEBERGEN CORP
-$53.0K
3,598
-1%
增持
XLI
SELECT SECTOR SPDR TR
+$52.0K
16,369
+22%
增持
CRM
SALESFORCE INC
-$50.0K
9,799
+25%
减持
JNJ
JOHNSON & JOHNSON
-$43.0K
12,048
-2%
减持
MCD
MCDONALDS CORP
-$41.0K
7,213
-2%
增持
SPY
SPDR S&P 500 ETF TR
-$38.0K
545
+1%
增持
TJX
TJX COS INC NEW
-$28.0K
15,998
+5%
减持
PEP
PEPSICO INC
-$25.0K
2,135
-6%
增持
CSCO
CISCO SYS INC
-$17.0K
14,732
+27%
增持
MDLZ
MONDELEZ INTL INC
-$12.0K
27,110
+0%
