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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 103 项建仓 10增持 76减持 12清仓 5

方向

标的

Δ市值

现股数(环比)

增持

AMZN AMAZON COM INC

+$1.9M

32,093 +17%

增持

GOOGL ALPHABET INC

+$1.7M

44,174 +10%

建仓

BLK BLACKROCK INC

+$1.3M

1,258

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

JPM JPMORGAN CHASE & CO.

+$1.2M

27,405 +8%

增持

NVDA NVIDIA CORPORATION

+$1.2M

64,819 +5%

清仓

— BLACKROCK INC

-$1.1M

0 -100%

减持

LLY ELI LILLY & CO

-$998.6K

2,878 -21%

增持

VNQ VANGUARD INDEX FDS

+$963.8K

62,553 +32%

增持

XLK SELECT SECTOR SPDR TR

+$937.6K

32,927 +11%

增持

AAPL APPLE INC

+$909.9K

44,260 +1%

建仓

XLV SELECT SECTOR SPDR TR

+$769.4K

5,593

增持

CRM SALESFORCE INC

+$765.3K

8,268 +13%

建仓

CAT CATERPILLAR INC

+$704.5K

1,942

增持

COST COSTCO WHSL CORP NEW

+$616.3K

6,441 +8%

增持

— EATON CORP PLC

+$581.1K

2,527 +225%

增持

CMG CHIPOTLE MEXICAN GRILL INC

+$573.3K

44,720 +21%

增持

KO COCA COLA CO

-$553.1K

84,477 +4%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$552.2K

8,172 +45%

增持

GUNR FLEXSHARES TR

-$538.2K

155,698 +4%

增持

MSFT MICROSOFT CORP

+$506.4K

19,963 +9%

减持

BIIB BIOGEN INC

-$487.2K

1,423 -61%

增持

MA MASTERCARD INCORPORATED

+$475.2K

6,712 +8%

增持

PANW PALO ALTO NETWORKS INC

+$460.5K

15,370 +125%

增持

META META PLATFORMS INC

+$434.0K

6,186 +11%

增持

BX BLACKSTONE INC

+$421.5K

10,910 +14%

增持

DIS DISNEY WALT CO

+$419.2K

14,256 +17%

增持

FDX FEDEX CORP

+$355.6K

3,450 +54%

增持

NOW SERVICENOW INC

+$350.8K

784 +46%

增持

HON HONEYWELL INTL INC

+$342.4K

9,004 +10%

清仓

KLAC KLA CORP

-$339.2K

0 -100%

增持

NFRA FLEXSHARES TR

+$318.6K

146,467 +14%

建仓

AVGO BROADCOM INC

+$307.2K

1,325

增持

AMD ADVANCED MICRO DEVICES INC

+$286.9K

6,650 +111%

增持

DE DEERE & CO

+$283.6K

4,235 +17%

建仓

VZ VERIZON COMMUNICATIONS INC

+$264.7K

6,618

增持

CSCO CISCO SYS INC

+$263.4K

29,908 +6%

增持

HYGV FLEXSHARES TR

+$261.0K

318,748 +5%

建仓

PLTR PALANTIR TECHNOLOGIES INC

+$259.8K

3,435

增持

ORCL ORACLE CORP

+$257.8K

13,235 +16%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$248.6K

20,242 +17%

增持

TSLA TESLA INC

+$246.9K

1,322 +21%

建仓

WFC WELLS FARGO CO NEW

+$235.8K

3,357

建仓

MO ALTRIA GROUP INC

+$233.6K

4,467

增持

ADBE ADOBE INC

+$227.8K

3,535 +36%

清仓

ED CONSOLIDATED EDISON INC

-$227.4K

0 -100%

清仓

IEI ISHARES TR

-$211.2K

0 -100%

增持

CVX CHEVRON CORP NEW

+$205.8K

9,652 +19%

增持

TJX TJX COS INC NEW

+$200.7K

14,260 +10%

增持

SCHW SCHWAB CHARLES CORP

+$197.2K

12,606 +11%

增持

COR CENCORA INC

+$196.8K

6,487 +16%

清仓

SNAP SNAP INC

-$177.3K

0 -100%

增持

PFE PFIZER INC

+$172.4K

45,331 +27%

减持

IVW ISHARES TR

+$170.3K

46,122 -2%

增持

TFC TRUIST FINL CORP

+$167.8K

75,782 +4%

增持

AMT AMERICAN TOWER CORP NEW

-$165.8K

5,223 +8%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$162.4K

5,092 +9%

增持

NSC NORFOLK SOUTHN CORP

+$150.7K

10,039 +13%

增持

ADI ANALOG DEVICES INC

+$149.2K

7,263 +20%

增持

ABT ABBOTT LABS

+$148.4K

28,813 +6%

增持

IJH ISHARES TR

+$141.5K

71,065 +3%

增持

MDLZ MONDELEZ INTL INC

-$131.8K

25,728 +14%

增持

SCHD SCHWAB STRATEGIC TR

-$131.2K

184,029 +202%

增持

PYPL PAYPAL HLDGS INC

+$128.1K

9,675 +8%

增持

NKE NIKE INC

-$117.8K

15,413 +6%

减持

HD HOME DEPOT INC

-$106.5K

4,370 -2%

减持

GNR SPDR INDEX SHS FDS

-$105.5K

11,353 -2%

增持

QLV FLEXSHARES TR

+$98.0K

44,260 +5%

增持

GD GENERAL DYNAMICS CORP

+$96.8K

6,992 +21%

增持

GLD SPDR GOLD TR

+$94.6K

2,841 +16%

增持

PG PROCTER AND GAMBLE CO

+$90.8K

14,351 +7%

增持

MCD MCDONALDS CORP

+$84.9K

7,064 +10%

增持

DUK DUKE ENERGY CORP NEW

+$82.2K

5,861 +23%

增持

IJR ISHARES TR

+$75.8K

29,946 +4%

减持

SDY SPDR SER TR

-$75.1K

5,924 -2%

增持

SO SOUTHERN CO

-$73.8K

55,656 +8%

增持

XLC SELECT SECTOR SPDR TR

+$73.5K

3,797 +17%

建仓

AUR AURORA INNOVATION INC

+$70.3K

11,164

增持

VTV VANGUARD INDEX FDS

-$69.0K

20,974 +1%

增持

T AT&T INC

+$52.8K

43,511 +2%

减持

V VISA INC

+$51.9K

1,437 -2%

减持

PEP PEPSICO INC

-$45.8K

1,593 -6%

增持

MCHP MICROCHIP TECHNOLOGY INC.

-$45.3K

13,030 +32%

建仓

OXSQ OXFORD SQUARE CAP CORP

+$42.7K

17,518

减持

DAL DELTA AIR LINES INC DEL

+$42.6K

4,777 -2%

增持

ZBH ZIMMER BIOMET HOLDINGS INC

+$41.7K

9,426 +7%

增持

BDX BECTON DICKINSON & CO

+$39.7K

3,798 +11%

增持

— EXXON MOBIL CORP

+$38.8K

19,888 +11%

增持

MRSH MARSH & MCLENNAN COS INC

+$35.3K

6,781 +8%

增持

CMCSA COMCAST CORP NEW

+$34.1K

42,810 +14%

增持

ABBV ABBVIE INC

+$31.6K

1,399 +27%

增持

XLI SELECT SECTOR SPDR TR

-$29.5K

16,950 +1%

减持

AFL AFLAC INC

-$28.4K

2,424 -3%

增持

NEE NEXTERA ENERGY INC

+$28.3K

13,035 +22%

增持

CDW CDW CORP

+$27.9K

5,909 +34%

减持

FDL FIRST TR MORNINGSTAR DIVID L

-$23.1K

8,758 -2%

增持

JNJ JOHNSON & JOHNSON

+$22.9K

4,403 +16%

增持

XLE SELECT SECTOR SPDR TR

+$22.3K

37,201 +3%

增持

— DUPONT DE NEMOURS INC

-$20.5K

12,604 +14%

增持

ICE INTERCONTINENTAL EXCHANGE IN

-$18.2K

12,646 +7%

减持

IVV ISHARES TR

+$12.2K

1,078 -0%

增持

GSK GSK PLC

+$9.5K

31,449 +22%

增持

LOW LOWES COS INC

+$7.4K

11,113 +10%

增持

FCX FREEPORT-MCMORAN INC

-$4.5K

19,923 +30%