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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 83 项建仓 4增持 15减持 64

方向

标的

Δ市值

现股数(环比)

增持

GUNR FLEXSHARES TR

+$1.1M

252,332 +18%

减持

NVDA NVIDIA CORPORATION

+$975.6K

8,820 -11%

减持

AAPL APPLE INC

+$920.7K

43,708 -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。

减持

VNQ VANGUARD INDEX FDS

-$909.2K

48,498 -19%

增持

XLK SELECT SECTOR SPDR TR

+$787.7K

32,968 +1%

减持

MSFT MICROSOFT CORP

+$586.8K

18,318 -7%

减持

NKE NIKE INC

-$564.9K

13,736 -19%

减持

EL LAUDER ESTEE COS INC

-$558.1K

4,864 -21%

减持

PFE PFIZER INC

-$508.4K

33,737 -21%

减持

GOOGL ALPHABET INC

+$471.5K

44,701 -5%

减持

AMZN AMAZON COM INC

+$450.5K

29,483 -10%

减持

LLY LILLY ELI & CO

+$437.1K

3,916 -4%

建仓

BDX BECTON DICKINSON & CO

+$339.0K

1,284

增持

HYGV FLEXSHARES TR

+$337.0K

262,928 +4%

减持

PANW PALO ALTO NETWORKS INC

+$306.2K

6,830 -5%

增持

— EXXON MOBIL CORP

+$296.7K

18,359 +20%

减持

GD GENERAL DYNAMICS CORP

-$295.7K

4,678 -18%

建仓

SCHW SCHWAB CHARLES CORP

+$281.3K

4,963

减持

TFC TRUIST FINL CORP

-$279.9K

71,248 -1%

建仓

IBM INTERNATIONAL BUSINESS MACHS

+$264.3K

1,975

减持

XLE SELECT SECTOR SPDR TR

-$252.9K

37,166 -6%

减持

CMG CHIPOTLE MEXICAN GRILL INC

+$237.4K

797 -7%

增持

SO SOUTHERN CO

+$230.6K

37,755 +8%

减持

LOW LOWES COS INC

+$204.1K

9,814 -2%

减持

META META PLATFORMS INC

+$197.0K

4,229 -12%

减持

DUK DUKE ENERGY CORP NEW

-$186.2K

10,492 -10%

减持

COST COSTCO WHSL CORP NEW

+$177.5K

5,797 -2%

减持

CVS CVS HEALTH CORP

-$172.1K

16,931 -6%

减持

ORCL ORACLE CORP

+$169.8K

8,283 -6%

增持

IJH ISHARES TR

+$169.1K

14,014 +0%

减持

DE DEERE & CO

-$164.1K

3,995 -7%

减持

KO COCA COLA CO

-$162.3K

66,338 -1%

减持

CVX CHEVRON CORP NEW

-$146.5K

6,965 -9%

减持

FCX FREEPORT-MCMORAN INC

-$142.0K

13,869 -19%

减持

BA BOEING CO

-$136.8K

3,342 -16%

减持

AMT AMERICAN TOWER CORP NEW

-$132.7K

5,689 -6%

减持

JNJ JOHNSON & JOHNSON

-$131.9K

5,085 -19%

减持

IVW ISHARES TR

+$131.3K

51,929 -6%

增持

HD HOME DEPOT INC

+$126.0K

3,880 +6%

减持

DIS DISNEY WALT CO

-$124.9K

7,995 -5%

增持

BIIB BIOGEN INC

+$111.7K

2,472 +16%

减持

COR AMERISOURCEBERGEN CORP

+$111.5K

4,871 -6%

减持

BX BLACKSTONE INC

-$111.0K

10,295 -15%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$103.4K

17,263 -1%

减持

MRSH MARSH & MCLENNAN COS INC

+$101.5K

6,339 -3%

减持

JPM JPMORGAN CHASE & CO

+$99.5K

26,021 -8%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$99.5K

4,657 -3%

建仓

— DISH NETWORK CORPORATION

+$87.9K

13,333

减持

ABT ABBOTT LABS

-$87.6K

25,859 -10%

减持

ADI ANALOG DEVICES INC

-$84.5K

6,105 -5%

减持

ADBE ADOBE SYSTEMS INCORPORATED

+$80.9K

1,800 -13%

增持

T AT&T INC

+$80.7K

46,516 +35%

减持

NSC NORFOLK SOUTHN CORP

+$75.2K

7,678 -2%

减持

CDW CDW CORP

-$73.1K

4,533 -2%

减持

MCD MCDONALDS CORP

+$72.6K

6,406 -3%

增持

TSLA TESLA INC

+$64.1K

1,043 +4%

减持

ZBH ZIMMER BIOMET HOLDINGS INC

+$61.9K

9,515 -7%

减持

CMCSA COMCAST CORP NEW

+$59.8K

34,275 -5%

增持

NFRA FLEXSHARES TR

+$57.0K

111,138 +0%

减持

NEE NEXTERA ENERGY INC

-$54.5K

9,643 -3%

减持

CRM SALESFORCE INC

-$52.3K

8,761 -8%

减持

— BLACKROCK INC

-$48.8K

1,157 -9%

减持

TJX TJX COS INC NEW

+$47.8K

11,840 -3%

减持

MA MASTERCARD INCORPORATED

+$46.8K

6,393 -6%

减持

ICE INTERCONTINENTAL EXCHANGE IN

+$44.9K

13,264 -5%

减持

HON HONEYWELL INTL INC

+$36.0K

7,364 -6%

增持

SCHD SCHWAB STRATEGIC TR

+$35.4K

50,082 +2%

增持

GNR SPDR INDEX SHS FDS

-$35.0K

13,673 +1%

减持

QLV FLEXSHARES TR

-$33.9K

55,060 -5%

减持

— DUPONT DE NEMOURS INC

-$33.5K

10,551 -4%

减持

VTV VANGUARD INDEX FDS

-$31.4K

21,893 -4%

减持

IJR ISHARES TR

-$28.9K

28,605 -4%

减持

IVV ISHARES TR

+$26.2K

864 -1%

减持

FDL FIRST TR MORNINGSTAR DIVID L

-$26.0K

12,665 -2%

减持

CSCO CISCO SYS INC

-$25.1K

23,698 -1%

减持

GSK GSK PLC

-$21.4K

25,963 -2%

增持

V VISA INC

+$20.9K

1,630 +0%

减持

XLI SELECT SECTOR SPDR TR

+$16.4K

12,602 -5%

增持

SDY SPDR SER TR

-$8.4K

31,816 +1%

减持

SPY SPDR S&P 500 ETF TR

+$8.1K

723 -5%

减持

PG PROCTER AND GAMBLE CO

-$5.2K

13,180 -2%

减持

MDLZ MONDELEZ INTL INC

+$1.6K

21,227 -4%

减持

PEP PEPSICO INC

-$509

1,886 -2%